Chief Market Strategist at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Cite asCryptoQuant has tracked 4 directional calls by @LizThomasStrat on X since Jun 2026: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 12, 2026).
Brent oil prices have declined from $117/bbl on Oct 30 to $95/bbl on news of possible peace with Iran. Conversely, gold prices are up, continuing the negative correlation they've had since the war started (EM countries no longer needing to sell gold to protect their currencies?). https://t.co/3UZJLGUAnU
View original →Equity financing costs have decreased significantly since they spiked around the SpaceX IPO and other equity raises. Now down near four-year lows, it will be interesting to see if the Anthropic IPO pushes these higher again. https://t.co/9nnZ2u1q7E
View original →Weighed down by GOOGL, META & NFLX, media & entertainment stocks are triggering deep oversold conditions (as is the broader Comms sector). Pretty good hit rate on buyable bottoms the past few years, we'll see if the trend holds this time. https://t.co/wEIiX4Kt4n
View original →One of my fave charts this cycle: S&P 500 fwd earnings are up ~38% y/y, which may seem crazy, but South Korea exports are up 84% y/y! The relationship between the two is strong. Despite the Kospi having a rough few days, this picture is promising. https://t.co/udH8CFrpT7
View original →Big drop in the University of Michigan's consumer sentiment index from 51.7 to 47.8 (est was 51.0), driven by the future expectations component. The Iran war & oil prices are likely playing a role, as inflation expectations have also moved higher. https://t.co/4A7EZTkhyg
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