Called $XAU bullish on Nov 11, 2023: $XAU rose 174% in 27 months.
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Cite asCryptoQuant has tracked the directional calls on SPY by @bravosresearch on X since Jan 2021: not yet scored on SPY (as of Nov 11, 2026).
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Relative view by default: Bravos Research’s calls are mostly nuanced, so each day is read against their usual tone.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @bravosresearch to submit corrections.
Called $XAU bullish on Nov 11, 2023: $XAU rose 174% in 27 months.
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16/ The question is: should we expect these growth expectations to begin rolling over? When we look at a 70 year chart of the S&P 500 index, we can point to just a handful of bear markets that have occurred throughout recent financial history. And our research points to one factor that consistently shows up every time is inflation
View original →14/ Ray Dalio has said that we may be in a bubble, but that does not automatically mean one should sell. The late 1990s saw similarly high earnings expectations as today. And that period lasted 5 years, during which the S&P 500 went 3x. But these high growth expectations also bring clear risks.
View original →13/ Investors understand this dynamic well. It's why these companies command the highest market valuations and the largest weights in the S&P 500. Theoretically this can continue as long as conditions remain supportive and these growth expectations are actually met. And this view is shared by experienced investors.
View original →12/ These are expectations based on real earnings growth that S&P 500 companies are posting. Most notably the handful of large tech companies have boosted their revenues, such as: - Google and Meta from ad monetization - Amazon from cloud services - Microsoft from AI software - Nvidia from rising semiconductor demand All of these do not show the real state of the American consumer.
View original →11/ There is a reason for why the stock market keeps rising despite poor sentiment. This chart shows expected earnings growth for S&P 500 companies over the next 5 years. It essentially reflects how much growth Wall Street analysts expect over the course of next 5 years. Right now, they expect 18% annual growth, nearly 2x the long-term average of about 10%.
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