fs_insight - Tweet Data Analysis
Tweets Analysis - Keyword: @fs_insight
Published March 9, 2023
Overview
Tweets covering
9 days
Latest tweet was on
2023-02-18
Earliest tweet was on
2023-02-09
Total number of tweets analysed
213
Average age of authors' accounts
6 years
Summarization
Core inflation is largely based on housing and autos, and so far most companies reporting earnings have beaten their estimates by 6%. The market is suggesting a regime change with a new low in the Selling Pressure Index. Many suggest that the consensus narrative of 'inflation is sticky' is incorrect, and it's important to allocate capital correctly. Tom Lee has predicted the S&P 500 will hit 5100 by the end of 2022, and Bitcoin will hit 167k. However, inflation may be higher than expected and there may be significant headwinds. People have recently turned bearish but there may be an emerging bullish trend. Finally, it has been suggested that inflation was never "sticky."
Topic Modeling
- Inflation rate and related topics
- S&P 500 earnings results
- Stock prices and index trends
- Tom Lee and his predictions
- Investment strategies and allocating capital
Emotional Analysis
The overall sentiment expressed in these tweets is one of optimism and cautiousness. Many of the tweets express hope that markets will stop treating CPI as the sole arbiter of inflation, and suggest that people should make their own judgements. There is also a sense of anticipation for the potential for earnings to beat estimates and for a regime change to be afoot. There is some uncertainty as well, as people express concern about inflation being sticky and that "we're not out of the woods yet". There is also some skepticism, as some of the tweets question the reliability of predictions from certain sources.
Trend Analysis
- Inflation rate and CPI
- Corporate earnings results
- Monitoring market trends and stock prices
- Stagflation
- Impact of monetary policy
Disclaimer: The text analysis on twtdata.com, powered by OpenAI, does not represent the views of twtdata.com or its affiliates. The analysis is for informational purposes only and not an endorsement of any viewpoint.
Types of Tweets
Number of Retweets
44
20% of total
Number of Original tweets
4
1% of total
Number of tweets that were Quotes
8
3% of total
Number of tweets that were Replies
168
78% of total
Number of tweets that contain Hashtags
11
5% of total
Number of tweets that contain Mentions
213
100% of total
Devices Used to Tweet
Top 5 Devices
| Source | Count |
|---|---|
| Twitter for iPhone | 89 |
| Twitter Web App | 83 |
| Twitter for Android | 33 |
| Twitter for iPad | 5 |
| TweetDeck | 3 |
Device Distribution
Top 10 Accounts by Followers
| Username | Name | Bio | Followers count |
|---|---|---|---|
| fundstrat | Thomas (Tom) Lee (not the drummer) FSInsight | @CNBC Contributor. Our "institutional grade" service for RIA/individuals: https://t.co/PnfDpeowuh Wikipedia: https://t.co/JyPd55fXja… | 232,917 |
| SamRo | Sam Ro 📈 | Writes @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 16,000+ subs. Long-term optimist. Short-term cautious optimist. | 62,990 |
| MarkNewtonCMT | Mark Newton CMT | Managing Director/Global Head of Technical Strategy, Fundstrat Global Advisors LLC-Technical Analyst/Trader, Frequent Market Commentator-CNBC, FOX, Bloomberg | 39,369 |
| SethCL | Seth Golden | I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom Group | 21,398 |
| BluSuitDillon | Dillon | Market Analyst - Cyclical and Secular Market Cycle Commentary, Fed Policy, Bond Market & Growth Focused Stock Picker. Founder @ BluSuit. | 20,156 |
| fs_insight | FS Insight | An accessible version of Fundstrat’s award-winning research, used by banks & hedge funds, now available to individuals. 👇 Start Your 30-Day Trial TODAY! | 16,405 |
| Monica___K | ⭐️ Monica Kingsley ⭐️ | Mail alerts || Join https://t.co/XoXGKLh1nl for #SPX #bonds #gold #silver #oil #copper #USD analyses & trade calls || https://t.co/jGlWFGLcaa || Premium, free, 1:1 consulting | 11,256 |
| jonathanharrier | Jonathan Harrier, CMT | I post charts, backtests, trade strategies, and journal thoughts on abnormal market events. Nothing is advice, just information. | 6,647 |
| mdt546 | Malcolm Twizzle | Explorer of the Caloosahatche River and the SW Gulf coast. Retired COO. Markets, politics, business. Swimmer. Patriots, Populists, & Pierre | 6,395 |
| MBjegovic | Marko Bjegovic | Founder/CEO of Arkomina | Investor | Macroeconomist | Stock Picker | Wine Enthusiast | Personal Development Addict | Not investment advice (see disclaimer) | 2,692 |
Top 10 Accounts by Friends
| Username | Name | Bio | Followers count |
|---|---|---|---|
| SamRo | Sam Ro 📈 | Writes @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 16,000+ subs. Long-term optimist. Short-term cautious optimist. | 3,292 |
| CryptoFinancc | CryptoFinance | Cryptocurrency enthusiast and trader. | 2,314 |
| MarkNewtonCMT | Mark Newton CMT | Managing Director/Global Head of Technical Strategy, Fundstrat Global Advisors LLC-Technical Analyst/Trader, Frequent Market Commentator-CNBC, FOX, Bloomberg | 2,117 |
| JoyrideUniverse | Joyride Universe | - | 1,967 |
| MacroMindCap | MMC | Macro first (always), Trad-fi, Crypto & asymmetric opportunity sets, 20yr +PM. *Thoughts are my own, not investment advice. | 1,616 |
| mrbergmann | Mike Bergmann | Loan Officer with an avid interest in worldly events and market factors affecting rates and our economy. | 1,520 |
| Venturinglist | Wandering Capitalist | American, Capitalist. Disturbed by un-American trends like gerrymandering, lobbying and “Citizens United”. On governing: National goals, local implementation | 1,467 |
| MahaTweeter | Jack Nargundkar | MahaTweeter is a means for satisfying my inner writer. While its my personal handle, it also serves as a channel for my blog, The Marketing Id.😎 | 1,462 |
| AwokenLbc | AwokenTheLBC | pragmatic polymathic polymorphism. msft alum ‘nigh. macro tech investor. | 1,229 |
| mdt546 | Malcolm Twizzle | Explorer of the Caloosahatche River and the SW Gulf coast. Retired COO. Markets, politics, business. Swimmer. Patriots, Populists, & Pierre | 1,197 |
Most Active Users
| Username | Bio | Number of tweets |
|---|---|---|
| ToddBelinka53 | #ClipperNation, Marcus Morris enjoyer | 28 |
| McHUGE88 | - | 9 |
| sjohnta0429 | - | 7 |
| chengyulee80 | - | 7 |
| fundstrat | @CNBC Contributor. Our "institutional grade" service for RIA/individuals: https://t.co/PnfDpeowuh Wikipedia: https://t.co/JyPd55fXja… | 7 |
| TodaroRichard | President & CIO of Todaro Capital. I spent 25 yrs on Wall Street & then decided I would manage my own money, serve on boards & help individuals. | 5 |
| here_and_now_be | - | 5 |
| DanSmit43174599 | - | 5 |
| Bullzzzzzzeye | Investing since 1993 (yes still hold those). I don’t invest for weeks but for decades. Here to learn & share from Masters. Opinions are not recommendations. | 4 |
| twittytwitbot | Bot/Robot/Machine. Unapologetically processing the interweb. | 4 |
Tweets Per Day
Top 10 Tweets by Retweets
| ID | Text | Retweet count |
|---|---|---|
| 1623664295920672771 | "Of the 317 companies that have reported so far (63% of the S&P 500), overall earnings results are beating estimates by a median of 6%, and 68% of those reporting … | 18 |
| 1625336246967959552 | This is more reason markets have to stop treating #CPI as the arbiter of the ‘real’ inflation rate 👇 ~60% core inflation is housing and auto-related Make your own judgement … | 6 |
| 1624773080995311618 | Sellers have left the building? A new low in the Selling Pressure Index suggests, at the very least, a regime change is afoot. $SPX $NYA $SPY $QQQ $DIA h/t @fs_insight … | 5 |
| 1624077630222790663 | 5/5 So this is where one needs to decided if the consensus narrative of "inflation is sticky" is correct Get the "first word" at https://t.co/5d2DS0u71I @fs_insight | 4 |
| 1623663268081414144 | "We're not out of the woods" will prove common refrain going forward, regardless of price level. Investing is about allocating capital. Net buying SHOULD be THE goal; what many missed … | 2 |
| 1623695416217989122 | @fs_insight @MarkNewtonCMT You also said a month ago you see WYNN stalling out and start the move down! You got it wrong! Own up! | 1 |
| 1625156439705636864 | This is detailed for our #FSInsight family members - get the "first word" at https://t.co/5d2DS0u71I @fs_insight https://t.co/K7rafMF8rl | 1 |
| 1624229673973719042 | @fs_insight @teshen8lin @CNBCOvertime Tom lee called 5100 on $spx by the end of 2022. The same Tommy called $167k on bitcoin by the end of 2022. He is nearly as … | 0 |
| 1624219945654525953 | @twittytwitbot @fundstrat @fs_insight as per usual Tom lee does not even know how to do basic research. Again, so sad to see what he has become. If there is even … | 0 |
| 1624278189467127809 | @teshen8lin @CNBCOvertime @fs_insight Agreed, 5000+ is not too unreasonable. | 0 |
Top 10 Tweets by Likes
| ID | Text | Like count |
|---|---|---|
| 1625336246967959552 | This is more reason markets have to stop treating #CPI as the arbiter of the ‘real’ inflation rate 👇 ~60% core inflation is housing and auto-related Make your own judgement … | 65 |
| 1623664295920672771 | "Of the 317 companies that have reported so far (63% of the S&P 500), overall earnings results are beating estimates by a median of 6%, and 68% of those reporting … | 56 |
| 1624773080995311618 | Sellers have left the building? A new low in the Selling Pressure Index suggests, at the very least, a regime change is afoot. $SPX $NYA $SPY $QQQ $DIA h/t @fs_insight … | 47 |
| 1624077630222790663 | 5/5 So this is where one needs to decided if the consensus narrative of "inflation is sticky" is correct Get the "first word" at https://t.co/5d2DS0u71I @fs_insight | 35 |
| 1623663268081414144 | "We're not out of the woods" will prove common refrain going forward, regardless of price level. Investing is about allocating capital. Net buying SHOULD be THE goal; what many missed … | 20 |
| 1625156439705636864 | This is detailed for our #FSInsight family members - get the "first word" at https://t.co/5d2DS0u71I @fs_insight https://t.co/K7rafMF8rl | 9 |
| 1624229673973719042 | @fs_insight @teshen8lin @CNBCOvertime Tom lee called 5100 on $spx by the end of 2022. The same Tommy called $167k on bitcoin by the end of 2022. He is nearly as … | 7 |
| 1623669653741469696 | @SethCL @fs_insight For too many, they won’t be out of the woods until the whole forest has been cleared of trees. | 6 |
| 1623667213147275265 | @SamRo @fundstrat @fs_insight Beating estimates that were revised down 3 times. | 5 |
| 1625346003804250116 | @Stella33448324 @fundstrat @fs_insight https://t.co/i8v3FYe8zf | 4 |
Top Languages Used
Top 10 Hashtags
| Hashtag | Count |
|---|---|
| #fsinsight | 3 |
| #bitcoin | 2 |
| #cpi | 2 |
| #home | 1 |
| #usa | 1 |
| #supply | 1 |
| #inflation | 1 |
| #bigflip | 1 |
| #kraken | 1 |
| #earnings | 1 |
Top 10 Mentions
| Mention | Count |
|---|---|
| @fs_insight | 214 |
| @fundstrat | 134 |
| @marknewtoncmt | 52 |
| @jenny_deepdive | 28 |
| @cnbcovertime | 21 |
| @adam62156197 | 17 |
| @sethcl | 7 |
| @samro | 7 |
| @chengyulee80 | 6 |
| @twittytwitbot | 6 |
Wordcloud of Tweets
Emoji Analysis
Average emojis per tweet:
12
Emojis Used
| Emoji | Count | Emoji Text |
|---|---|---|
| 😂 | 7 | face_with_tears_of_joy |
| 👇 | 4 | backhand_index_pointing_down |
| 👑 | 3 | crown |
| 🙂 | 2 | slightly_smiling_face |
| 😾 | 1 | pouting_cat |
| 🚮 | 1 | litter_in_bin_sign |
| 🤷♂️ | 1 | man_shrugging |
| 👍🏼 | 1 | thumbs_up_medium-light_skin_tone |
| 👀 | 1 | eyes |
| 🍿 | 1 | popcorn |
Emoji Groups
| Emoji Group | Count |
|---|---|
| Smileys & Emotion | 13 |
| People & Body | 7 |
| Objects | 3 |
| Symbols | 1 |
| Food & Drink | 1 |
| Travel & Places | 1 |
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