Babak 🇮🇷 🇺🇦 (@TN) profile picture

Babak 🇮🇷 🇺🇦

@TN

Whatever the opposite of 'laser eyes' is...

Joined March 2007
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  • Followers8.8K
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Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)Photo by Babak 🇮🇷 🇺🇦 (@TN)
Babak 🇮🇷 🇺🇦 retweeted
David Shepardson (@davidshepardson) profile picture
David Shepardson
@davidshepardson13 Mar 2021
Since March 2020, US airlines have been awarded $54 billion in payroll assistance (including last week’s third round) + $25 billion in government loans (The government bailouts do impose a temporary ban on stock buybacks/dividends) google.com/amp/s/mobile.reut…
Carl Quintanilla (@carlquintanilla) profile pictureCarl Quintanilla@carlquintanilla13 Mar 2021
For a decade, US airlines spent 96% of their free cash flow on stock buybacks — until COVID came, then they took billions in government aid. @profgalloway, on @HBO last night, hasn’t forgotten. 🔥 (via @keithedwards) nitter.cf/keithedwards/status/13…
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Babak 🇮🇷 🇺🇦 retweeted
BNN Bloomberg (@BNNBloomberg) profile picture
BNN Bloomberg
@BNNBloomberg13 Dec 2019
ICYMI: @AndrewBellBNN asked Poloz whether he's concerned his legacy "could been seen as leaving Canadians with a bunch of unsustainable debt." Here's how Poloz responded: bnnbloomberg.ca/video/1.1362…

Stephen Poloz responds to a question about his legacy

Poloz will be stepping down as Bank of Canada governor when his term ends in June.

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The Daily Show (@TheDailyShow) profile picture
The Daily Show
@TheDailyShow17 Oct 2019
Trump vs. Trump: Kurds Edition

Trump Takes On His Biggest Critic: Himself

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Babak 🇮🇷 🇺🇦 retweeted
Ophir Gottlieb (@OphirGottlieb) profile picture
Ophir Gottlieb
@OphirGottlieb23 Aug 2019
#FF Trading @canuck2usa @AnneMarieTrades @MalibuInvest Fin Tech @Likefolio Options through volatility @SteadyOptions_ Macro @TN @ukarlewitz Markets @fhoro @jfahmy @FDAadcomm Retail Market @JeffMacke Fun @dog_feelings
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Babak 🇮🇷 🇺🇦 retweeted
Callum Thomas (@Callum_Thomas) profile picture
Callum Thomas
@Callum_Thomas25 May 2019
7. This "phenomenal" leading indicator was early (aka wrong) by 2 years in 2006. Still interesting chart to consider... h/t @TN $SPX $MACRO
Image from Callum Thomas (@Callum_Thomas)
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Babak 🇮🇷 🇺🇦 retweeted
Ed Clissold (@edclissold) profile picture
Ed Clissold
@edclissold9 May 2019
If $SPX closes below 2857, it will be the first 3% correction since 12/24. FWIW, the current streak is the 2nd-longest since March 2009. Maybe it doesn't feel like it compared to record 308 days from Nov. 2016 to Jan. 2018, but this has been much longer than normal. @NDR_Research
Image from Ed Clissold (@edclissold)
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Andrew Thrasher, CMT (@AndrewThrasher) profile picture
Andrew Thrasher, CMT
@AndrewThrasher4 Apr 2019
Passive management is distorting the advance-decline line due to passive funds buying all 500 $SPX stocks which could result in not having a divergence at next market top. - Zulauf #CMTsym2019
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Jurrien Timmer (@TimmerFidelity) profile picture
Jurrien Timmer
@TimmerFidelity28 Feb 2019
The market continues to climb the wall of worry, as #investors continue to sell stocks at a record $113 billion annual pace. This now 10 year old bull continues to be viewed as a glass half empty.
Image from Jurrien Timmer (@TimmerFidelity)
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Tony Welch, CFA, CFP®, CMT (@tonywelch17) profile picture
Tony Welch, CFA, CFP®, CMT@tonywelch1715 Feb 2019
12-month risk/reward seems to strongly favor reward. Some cracks on the macro/fundamental front but can't argue with the strength of the advance.
Willie Delwiche, CMT, CFA (@WillieDelwiche) profile pictureWillie Delwiche, CMT, CFA@WillieDelwiche15 Feb 2019
Could get another breadth thrust (90% of stocks trading above their 50-day average) on the close today. Came into today at 87%. Clearly don't know how the future unfolds, but the historical track record here is pretty nice to have in your back pocket.
Image from Willie Delwiche, CMT, CFA (@WillieDelwiche)
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Babak 🇮🇷 🇺🇦 retweeted
Dune AnaIytics (@DuneAnaIytics) profile picture
Dune AnaIytics
@DuneAnaIytics9 Feb 2019
Consensus Bulls finally joining the party. 50% this week (38 at lows)
Image from Dune AnaIytics (@DuneAnaIytics)
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Dune AnaIytics (@DuneAnaIytics) profile picture
Dune AnaIytics
@DuneAnaIytics5 Jan 2019
The Consensus Bulls are having none of it (although this does not include Friday so should be higher next week)
Image from Dune AnaIytics (@DuneAnaIytics)
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Robin Wigglesworth (@RobinWigg) profile picture
Robin Wigglesworth
@RobinWigg3 Jan 2019
Almost every major equity market in the world is now in a correction or bear market, Goldman Sachs notes.
Image from Robin Wigglesworth (@RobinWigg)
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MACRO OPS (@MacroOps) profile picture
MACRO OPS
@MacroOps21 Dec 2018
BOAML FMS cash levels ticked up slightly to 4.8% and per the FMS Cash Rule has been in buy territory for the past 10 months. But it's still well below the 5.5%+ levels that marked the market bottom in 16'.
Image from MACRO OPS (@MacroOps)
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Babak 🇮🇷 🇺🇦 retweeted
Dune AnaIytics (@DuneAnaIytics) profile picture
Dune AnaIytics
@DuneAnaIytics15 Dec 2018
Market Vane Bulls 50%
Image from Dune AnaIytics (@DuneAnaIytics)
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Babak 🇮🇷 🇺🇦 retweeted
Willie Delwiche, CMT, CFA (@WillieDelwiche) profile picture
Willie Delwiche, CMT, CFA@WillieDelwiche26 Jul 2018
Looking at the full history of the indicator, Daily Sentiment Index readings above 79 have indicated extreme optimism (bearish for stocks) and readings below 24 have indicated extreme pessimism (bullish for stocks). Signals for past few years have been muddled at best.
Image from Willie Delwiche, CMT, CFA (@WillieDelwiche)
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Babak 🇮🇷 🇺🇦 retweeted
Tiho Brkan (@TihoBrkan) profile picture
Tiho Brkan
@TihoBrkan15 Feb 2018
(1/5) @MerrillLynch Fund Manager Survey Feb 2018. Global managers still remain overweight equities, not really reducing bullish positioning all that much from the recent extremes. #WealthManagement #familyoffice $SPY
Image from Tiho Brkan (@TihoBrkan)
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EPFR Liquidity Research (@EPFRLiquidity) profile picture
EPFR Liquidity Research@EPFRLiquidity15 Feb 2018
Massive selling of U.S. equities: U.S. #equities #MutualFunds and #ETFs shed $51.7 billion in February through 2/13 (record outflow for an entire month was $46.5 billion in July 2002). #stocks #SPY #QQQ #DIA
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The Leuthold Group (@LeutholdGroup) profile picture
The Leuthold Group
@LeutholdGroup14 Feb 2018
Looks like late-cycle correction: as $SPX flirted w/ 10% loss threshold on Feb 6th, traditional distribution signs were absent and measure of downside thrust (10-day #SP500 net advances) sat in zone considered “buyable” weakness
Image from The Leuthold Group (@LeutholdGroup)
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Holger Zschaepitz (@Schuldensuehner) profile picture
Holger Zschaepitz
@Schuldensuehner5 Feb 2018
This chart by SG shows why investors spooked by the bond market rout: LOW US equity-risk premium = HARD to absorb higher bond yields.
Image from Holger Zschaepitz (@Schuldensuehner)
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Babak 🇮🇷 🇺🇦 retweeted
Ardavan Homayounfar (@ArdavanH) profile picture
Ardavan Homayounfar@ArdavanH10 Jan 2018
Warren Buffett full interview on @CNBC today If you don't sit through it, watch from "16:10" for three minutes to hear the most eloquent take on the new corporate tax cuts implications on earnings and valuation cnbc.com/video/2018/01/10/wa…
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