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Happy Friday, and welcome to this week's issue of The Weekly Howl Newsletter! I read 5,000 tweets this week, so you don't have to. The 10 BEST tweets I saw this week are listed below 📈
General Outline:
Section One: Investment Talk
Section Two: Finance Laughs
Section Three: Top Tier Tweets
Section One: STOCKS
Let's talk stocks - breakdowns, insights, and advice from the depths of social media:
Sky’s the limit 🛫
Periods of extreme market concentration during the past century - GS
— #Sam Ro 📈 (#@SamRo)
11:15 PM • Mar 7, 2024
Context is so important with macro data 🔬
2023 was an incredible year for the US economy.
Inflation cooled.
Growth accelerated.
3 million jobs added
Wage growth outpaced inflation
And the labor market eased gradually...as the latest "JOLTS" data shows (even with revisions).2024 is off to a strong start
— #Heather Long (#@byHeatherLong)
3:12 PM • Mar 6, 2024
Such confidence (or FOMO) in the American system 🏦
Foreign investors’ allocation in US equities is currently as extreme as they were at the very peak of the tech bubble.
Similar to what we experienced back then, the gradual unwinding of crowded sectors like technology is set to unleash another major growth to value rotation in… twitter.com/i/web/status/1…— #Otavio (Tavi) Costa (#@TaviCosta)
4:25 PM • Mar 6, 2024
Rise and grind, dollar bills!
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Section Two: Best FinTwit Memes
Finance can be fun, and I'm here to prove it; check out the section below for a chuckle:
Pullback buyers are the next top tickers. It’s just how the cookie crumbles 🍪
Waiting for a 2% pullback
— #Sven Henrich (#@NorthmanTrader)
2:52 PM • Mar 8, 2024
I can’t think of a better weekend 🥰
When my staffer asks me at 5pm on Friday if I have capacity to work on a pitch deck due Monday morning
— #Karl Smith, CFA (Level 1 Candidate) (#@wallstreetkarl)
9:08 PM • Mar 8, 2024
I’ll be waiting for the year 10,000 when a founder writes a profound-sounding LinkedIn post about his “new and unique” hiring methods 📫
If your startup doesn’t employ the gom jabbar in interviews, you’re not taking recruiting seriously enough.
— #Packy McCormick (#@packyM)
12:34 AM • Mar 8, 2024
Section Three: 5-Star Tweets
Not all tweets are created equal. In fact, some are MUCH better than others. Here's some of the cream of the crop this week:
Get me in on this PRONTO ⏩
Startup idea: airplanes that don't fall apart mid-air.
I'm raising $35B at $125B pre.
— #Chris Bakke (#@ChrisJBakke)
1:11 AM • Mar 8, 2024
These congress buys and sells always populate my timeline, but they never fail to amaze me ‼
Congressman Josh Gottheimer disclosed millions of dollars in $MSFT option trades.
He doesn’t disclose exactly how much he paid.
But Congress cannot hide from me.
Using Unusual Whales, I can see he paid or received from selling premium:
- $6.75 million on his $165 strikes!!!
-… twitter.com/i/web/status/1…— #unusual_whales (#@unusual_whales)
8:31 PM • Mar 8, 2024
Ray community noted himself after all the memes 😵
Re: my Taylor Swift for president! comments, no I wasn't drunk (though obviously I need to work on my selfies) and yes it was a joke, which is a half-truth. The half that’s true is that I think she can bring people together a lot better than either of the presidential candidates… twitter.com/i/web/status/1…
— #Ray Dalio (#@RayDalio)
3:41 PM • Mar 8, 2024
The truth ain’t even funny anymore 😭
I am in an abusive relationship with the cost of living.
— #Douglas A. Boneparth (#@dougboneparth)
5:00 PM • Mar 7, 2024
Spaces Weekly Recap:
(Recordings linked)
Monday
Tuesday
Wednesday
Thursday
Friday
Check out more investment content on the WOLF Twitter
Have a great weekend!