equities
September 2026Live view →
Where the voices land
All voices 4 voices3 bearish1 bullish
Bearish
- JTJurrien TimmerBearish AI-related equities have been dead money since early June and the bullish narrative may be fading. “in terms of the equities they have been dead money since early June, almost 4 months ago” Open the post The hot topic in Vancouver (and even on the play… · 15 Sept
- QTQuinn ThompsonBearish Three hikes in six to nine months would mean the stock market takes an absolute beating. “if they ripped three hikes in the next six to nine months like you gotta imagine the stock market's taking an absolute beating” ▶ 28:14 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
- ʎꞱʎllǝuuop ʇuǝɹqBearish Equities look heavy, which would pressure AUDUSD. “if equities stay heavy” Open the post Good morning .. Waiting for PPI but the real sto… · 10 Sept
Strongly bullish
- CVChris VermeulenStrongly bullish Vermeulen remains long equities, seeing bullish chart patterns and short-term upside of 3-5%. ▶ 0:46 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
3 bearish1 bullish
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Bullish
- JTJurrien TimmerBullish Forward P/E is 16% below its highs while earnings are expected to grow 20%, so valuations look attractive relative to earnings growth. “the forward P/E ratio remains 16% below its highs while earnings are expected to grow 20% over the next 12 months” Open the post The Fed meets this week, and the markets are dem… · 15 Sept
Mentions
40 in September 2026Mon 31Sun 13 · 5Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 8 mentions
- David Lin 5 mentions
- Walter Bloomberg 3 mentions
- The Kobeissi Letter 3 mentions
- Quinn Thompson 3 mentions
- Erik Townsend 3 mentions
- Jack Farley 2 mentions
- Luke Gromen 2 mentions
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