Pod Caste (@traderpodcaste) 's Twitter Profile
Pod Caste

@traderpodcaste

just a day trader. sometimes I make memes. sometimes I post charts. yes those videos are AI generated. 🏴‍☠️

ID: 1558904273462874113

calendar_today14-08-2022 19:52:08

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According to Apollo Research, the net share of S&P 500 companies getting upward EPS revisions (versus downgrades) just posted its biggest drop since the COVID crash in 2020. We’re now sitting around -40%, meaning analysts are basically panic-cutting their earnings forecasts

According to Apollo Research, the net share of S&P 500 companies getting upward EPS revisions (versus downgrades) just posted its biggest drop since the COVID crash in 2020.

We’re now sitting around -40%, meaning analysts are basically panic-cutting their earnings forecasts
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This chart from Apollo Research says it all: Corporate America is slamming the brakes on spending. Philly Fed, Dallas, NY, Kansas, CEO surveys, NFIB — every major measure of capex intent just tanked. Hard. So what’s going on? 📦 Tariffs for one. Rising trade barriers are jamming

This chart from Apollo Research says it all:
Corporate America is slamming the brakes on spending.
Philly Fed, Dallas, NY, Kansas, CEO surveys, NFIB — every major measure of capex intent just tanked. Hard.
So what’s going on?

📦 Tariffs for one.
Rising trade barriers are jamming
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Every bull market ends the same way — not with a bang, but with denial. And no one ever says goodbye. They just keep buying the dip until it breaks them.

Every bull market ends the same way — not with a bang, but with denial.
And no one ever says goodbye. They just keep buying the dip until it breaks them.
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📈 $192B and climbing... The Q1 earnings season came with more than just EPS beats and guidance games — it brought an absolute surge in buyback announcements. According to Deutsche Bank, the 3-month rolling total of announced S&P 500 buybacks just hit a record $192B, blowing

📈 $192B and climbing...

The Q1 earnings season came with more than just EPS beats and guidance games — it brought an absolute surge in buyback announcements.

According to Deutsche Bank, the 3-month rolling total of announced S&P 500 buybacks just hit a record $192B, blowing