@ukarlewitz - Twitter Profile Analysis

Analysis of 200 tweets by Urban Carmel, from 02 Jul 2021 to 02 Sep 2021.

@ukarlewitz twitter profile photo

Urban Carmel

@ukarlewitz

Wharton. McKinsey. UBS. Securities industry since '94. Asia ex-pat in '80s-90s. Elected to Mill Valley City Council in '20. Blocked by Zero Hedge since 2010.

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37,015 tweets
78,127 followers
10,481 favourites
3 tweets per day
2009 since
244 following
2,757 listed
San Francisco location

Top Tweets by @ukarlewitz

Urban Carmel
@ukarlewitz
$SPY is up $3 so far this week. Overnight gaps account for more than all of the gain ($3.2); the cash hours are net negative
02 Sep, 2021 - 08:06 PM UTC
Urban Carmel
@ukarlewitz
Remember the ‘everything bubble’ (circa 2013) driven by passive flows and the resulting lack of price discovery? https://t.co/3X9ZOoxAvi
01 Sep, 2021 - 02:06 PM UTC
Urban Carmel
@ukarlewitz
Sell in May June Swoon Stocks peak in August September is the worst month October is the most dangerous
31 Aug, 2021 - 07:15 PM UTC
Urban Carmel
@ukarlewitz
Sure, there’s kind of a directional correlation between copper/gold (lower panel) and treasury yields (top panel). Better in recent years than pre-2000. But using this to make precise forecasts about future yields is the kind of crap that gives TA a bad name
27 Aug, 2021 - 03:17 PM UTC
Urban Carmel
@ukarlewitz
2021 started with fund managers about 60% overweight $EEM. Here was your warning 1/2 https://t.co/SY0imkFz6Z
17 Aug, 2021 - 04:02 PM UTC
Urban Carmel
@ukarlewitz
Here’s a short thread on small caps, whose underperformance has again gripped the attention of FinTwit. There is abundant evidence that small caps are at best an irrelevant indicator for the broader market. That conventional wisdom to the contrary persists is remarkable https://t.co/0wkJLadNLB
14 Aug, 2021 - 06:48 PM UTC
Urban Carmel
@ukarlewitz
My stream has mostly moved on from ‘breadth divergence’ to ‘high yield divergence’ https://t.co/rHpqnfwXKh
11 Aug, 2021 - 02:54 PM UTC
Urban Carmel
@ukarlewitz
Forecasting is hard. GMO expected -2.1% real return in 2013 and now expects -8%. Actual real return pa +8% since 2013
09 Aug, 2021 - 02:55 PM UTC
Urban Carmel
@ukarlewitz
Gurus advising to be ‘cautious’ and ‘stay alert’ reminds me of investment analysts recommeding a ‘hold.’ Better to say you just don’t know. Sometimes there’s no edge
04 Aug, 2021 - 04:32 PM UTC
Urban Carmel
@ukarlewitz
2Q21 real GDP up +0.8% from 4Q19
29 Jul, 2021 - 01:19 PM UTC
Urban Carmel
@ukarlewitz
If it was obvious that lumber was going to fall 70% and bitcoin was going to jump 30% you probably wouldn’t be selling newsletter subscriptions on twitter
27 Jul, 2021 - 03:09 PM UTC
Urban Carmel
@ukarlewitz
The beauty of ‘the market’ is that the same things happen over and over but far enough apart that many forget and repeat past mistakes over and over
15 Jul, 2021 - 03:49 PM UTC
Urban Carmel
@ukarlewitz
Small caps are in no way a good proxy for the stock market. About 75% of total market cap is represented by the $SPX. $IWM is about 9%. Also, this:
13 Jul, 2021 - 11:21 PM UTC
Urban Carmel
@ukarlewitz
With things like $cpce, we’re not looking for perfection, just a little edge. Aim for singles and OBP, and then run the extra bases whenever you can. That’s it https://t.co/ECXdxw5rwW
09 Jul, 2021 - 03:39 PM UTC

Top Retweets by @ukarlewitz

Keith McCoolah_not
@KeithMcCoolah
Anyone who signs up for our newsletter today will get 5 lbs of free horse meat. #Stinkeye
20 Feb, 2013 - 08:30 PM UTC

@ukarlewitz's

Tweets

15 tweets
1 retweets
184 replies
@ukarlewitz's

Twitter Client

192 TweetDeck
6 Twitter for iPad
2 Twitter Web App
@ukarlewitz's

Tweet Times

@ukarlewitz's

Tweet Days


@ukarlewitz's

Retweets

1 - KeithMcCoolah
@ukarlewitz's

Replies

184 - ukarlewitz
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Hashtags

1 - #Rio2016
1 - #Tokyo2020
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