Tweets Analysis - Keyword: @DanielSLoeb1
Overview
Total number of tweets analysed
378
Earliest tweet was on
2023-02-18
Latest tweet was on
2023-02-22
Tweets covering
3 days
Average age of authors' accounts
6 years
Summarization
Daniel Loeb is suggesting that it might be a good idea to get out of high beta investments due to the high risk/reward. Consumers are spending more, but the economy is not accelerating as much as markets would expect, and the Fed might need to address this. Many people have different opinions on how the market will react to this and how the economy will be affected. There are mixed opinions on how US markets compare to other markets. People are paying attention to the situation and are looking for further evidence.
Topic Modeling
- Financial Market: Risk-reward, Beta, Economy acceleration, Fed reaction.
- Fading / Disagreeing with other Investor’s Lead: Disagreeing with one particular investor.
- Consumer Spending: Credit Card datasets, Consumer Spending accelerating, Housing perking up.
- Data Analysis: Deep dive into latest jobs data, corporate revenue, 3Card Monte analogy.
- Debt and Economy Analysis: Impact of Minimum Wage, Comparison of Industrial stocks to Tech stocks, Balance Sheets, Jobs and Wage growth.
Emotional Analysis
The tweets in this collection express a range of emotions, from caution to optimism. DanielSLoeb1 is the primary focus of the tweets, with other users offering their opinion on the current economic situation and agreeing or disagreeing with his views. GavinSBaker and GovKathyHochul are also mentioned, and the sentiment is generally one of caution, with an underlying feeling of uncertainty about the current economic situation. The tweets also suggest a sense of optimism, with some users believing that the economy is beginning to improve and that markets are bottoming out. Finally, the collection ends with a tweet that expresses confusion, suggesting that the current situation is difficult to predict.
Trend Analysis
- Risk/Reward analysis
- Economic/Financial Market Analysis
- Consumer Spending Analysis
- Fed/Market Reaction Analysis
- Political/Economic Policy Analysis
Types of Tweets
Number of Retweets
33
Percentage of total tweets
8%
Number of Original tweets
5
Percentage of total tweets
1%
Number of tweets that contain Mentions
378
Percentage of total tweets
100%
Number of tweets that were Replies
335
Percentage of total tweets
88%
Number of tweets that were Quotes
21
Percentage of total tweets
5%
Number of tweets that contain Hashtags
13
Percentage of total tweets
3%
Top 5 devices used to tweet
| Source | Count |
|---|---|
| Twitter for iPhone | 231 |
| Twitter Web App | 69 |
| Twitter for Android | 53 |
| Twitter for iPad | 20 |
| TweetDeck | 3 |
What devices were used to tweet
Top 10 accounts with highest followers count
| Username | Name | Bio | Followers count |
|---|---|---|---|
| ParikPatelCFA | Dr. Parik Patel, BA, CFA, ACCA Esq. | Aswath Damodaran 🙏🏾 Dhandho Investor Chapter 3:4 🐂 | God first, full employment second 😤 | Investor @SamosaCapital | Subscribe to my newsletter 👇🏾 | 610,241 |
| saxena_puru | Puru Saxena | Investor, retired money manager/founder of money management firms in Hong Kong. Enjoy mixing house + techno tunes. I don't run any paid service. No advice. | 326,221 |
| GRDecter | Genevieve Roch-Decter, CFA | Former $100MM+ Money Manager • Seen on Bloomberg, FOX & VICE • CEO @grit_capital • Write #1 Finance newsletter on Substack | 324,040 |
| GuyDealership | CarDealershipGuy | Unbiased & transparent insights into the car business. Anonymous CEO. Featured in Apple News and NY Post. Buy or sell a car for free at https://t.co/JrC1t7c0j1 | 321,848 |
| StockMKTNewz | StockMKTNewz - Evan | Reporting on stock news, earnings and more. Not Just stock news! Not Investment advice / DM for business / Check out my Linktree ⬇️ | 300,756 |
| mikealfred | Mike Alfred | Founder & Managing Partner at Alpine Fox LP. Engaged value investor and board director. Recovering tech entrepreneur. Ultrarunner with four 100 mile finishes. | 126,191 |
| GavinSBaker | Gavin Baker | Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U | 106,314 |
| MichaelKantro | Kantro | Chief Investment Strategist at Piper Sandler. Top-Ranked Portfolio Strategist, Institutional Investor Magazine. CFA Charterholder #macro #HOPE cycle | 68,085 |
| buccocapital | Bucco Capital | Tweeting about tech and gabagool | 54,254 |
| gaborgurbacs | Gabor Gurbacs | Founder: @PointsVilleApp + Strategy Advisor at VanEck/MVIS. Fine print reader. Builder of things. Tweets/views are my own. Not financial/legal/life advice. | 49,796 |
Top 10 accounts with highest friends count
| Username | Name | Bio | Followers count |
|---|---|---|---|
| gaborgurbacs | Gabor Gurbacs | Founder: @PointsVilleApp + Strategy Advisor at VanEck/MVIS. Fine print reader. Builder of things. Tweets/views are my own. Not financial/legal/life advice. | 9,737 |
| Mostly_Fiery | WordWarrior | Just me ... Prayers for President Trump!!! Jesus is Lord! If God leads, cash app: $GLYAILY P: RepentantSinner GAB: TeacherMom | 5,196 |
| realKunalAShah | 🇺🇦🇭🇰🇹🇼 Kunal Shah 🇺🇸🇬🇧 | ex GS (The Other Kunal is Still Happily at GS). First amendment advocate. Becoming a fan of the Fifth too. Okay the fourth too. Here to learn. | 5,003 |
| AijazSiddique2 | jozzy | Running | Quantitative Development at ING Bank | Investing | Bitcoin | NFA | Curious about life | Third year of my trading journey | 5,000 |
| JohnSpall247 | John M. Spallanzani | Global Macro Expert Seeking Value -Traded All- Source Of A Few-Friend Of Many-Columbia Biz -CMU III MVP I #Bitcoin FamaFrenchGeorgeHwangThomasZhang twt/rt/own | 4,868 |
| VoteAshcraft | The New CEO Here | follow me on TikTok (link below). I’m not bored enough to interact with trolls. | 4,165 |
| thedave2006 | Thedave2006 Canada and US StockTalk 🇨🇦 🇺🇸 🇺🇦 | TSX, TSXV, US investor. Learn from others while letting you know my market experiences Flyers, Jays, Raptors fan. Enjoyed all their championships. Not from BNN. | 4,094 |
| LisaBeilfuss | Lisa Beilfuss | Writing about the intersection of the economy and markets. @praxisfinpub | lisa@praxisfinpub.com | Formerly @barronsonline @wsj | 3,754 |
| GavinSBaker | Gavin Baker | Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U | 3,277 |
| Doge4Faithful | 🦊 ƉOGE GLOBAL Doge4faithful #DOGEUSA | $Doge&Elon saves the world 🌎My tweets are not financial advice. For the people 🌎 #DOGEFAMILY 🐶🚀🌕to the MOON! LITERALLY! Actual #DogeDay is DEC 06 (2013) | 2,844 |
Most active users
| Username | Bio | Number of tweets |
|---|---|---|
| MRatable | LO analyst who likes software | 20 |
| BezosRic | Capital merchant ⚡CEO wrestler, taking over from @danielsloeb1 if he ever gives up!My key focus: 15% CAGR and authentic relationships. | 19 |
| GavinSBaker | Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U | 15 |
| _mgupta108 | For my part, I will never give up, and I mean never🚵♂️ No affiliation with any political party. Likes/ RT’s/ Views’s are personal✍️ | 12 |
| rsandler21969 | CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets | 5 |
| nytonyv | I'm from New York, so yes that makes me more interesting... | 4 |
| QianjunBefanis | Qianjun "Kathy" Befanis: Friendly and love to learn, in 2018 I finished 124 business books and took over 600 pages book notes. 2019 59 books 1600+ pages notes | 4 |
| realKunalAShah | ex GS (The Other Kunal is Still Happily at GS). First amendment advocate. Becoming a fan of the Fifth too. Okay the fourth too. Here to learn. | 4 |
| VandelayT | This is a PERSONAL ACCOUNT! Nothing you see here is attributable to whatever it is I do, wherever it is I may do that. Not investment advice! | 4 |
| Aesop_NPV | - | 3 |
Tweets per day
Top 10 tweets with highest Retweet count
| ID | Text | Retweet count |
|---|---|---|
| 1627132506636943362 | The risk/reward dogs are barking …. Time to get out of high beta @DanielSLoeb1 https://t.co/29LH1Pflty https://t.co/EU6dQD8amo | 21 |
| 1627131418085056515 | @DanielSLoeb1 Time to get out of high beta Dan https://t.co/tyzdqZwm7G | 7 |
| 1627293504970846208 | @DanielSLoeb1 This piece may be of interest to you. It is a deep dive into the latest jobs data and the mirage of nominal corp revenue. https://t.co/clmggtvXhZ | 4 |
| 1627102387377668096 | @DanielSLoeb1 1st, I hope you are right. Would be great. 2nd, forget everything else - consumer spending accelerated on most annual stacks per most credit card datasets. Can’t wait for 5 yr stacks btw. Housing was perking up as well. Unlikely to all just be balmy weather. Time will tell! | 3 |
| 1627102888039223296 | @DanielSLoeb1 Also love the 3 card Monte analogy and hope you are well. Fully agree on markets bottoming when economy/news seem most hopeless. | 2 |
| 1627063784828440579 | @DanielSLoeb1 One of the frustrating things for people who miss the first rally in a bull market is that they wait for the big correction and it never comes. The market just keeps climbing and climbing. It feeds on itself in frenzied fashion and propels prices much much higher Martin Zweig | 2 |
| 1627102271149596674 | @saxena_puru @DanielSLoeb1 https://t.co/8ezTQkznN7 | 1 |
| 1627392527652253697 | @viggy_krishnan @pmje73 @rsandler21969 @DanielSLoeb1 Maybe. I spent 9 years following those co’s and religiously going to meetings with them. There are some tech companies (Redmond and Cupertino come to mind) that have shown comparable productivity and capital allocation. And I wouldn’t be quick to dismiss $4.3 trillion in mkt cap. | 1 |
| 1627328957904220162 | @pmje73 @rsandler21969 @DanielSLoeb1 I would say *may* require learning. Will see shortly. Although the current multiples of some cult consumer/industrial stocks is mind blowing given ROIC/growth profile especially relative to tech co’s with comparable growth ROIC/growth. | 1 |
| 1627381068255965184 | Read Kayfabe’s post. Read Paulo’s thread. And listen to the latest @MarketsWithMB episode where Chestnut says that he can’t put the puzzle together right now. Then consider @DanielSLoeb1’s “dog whistle” market signal. If you’re not confused, you’re not paying attention. https://t.co/pTseBT1vn6 | 1 |
Top 10 tweets with highest Like count
| ID | Text | Like count |
|---|---|---|
| 1627132506636943362 | The risk/reward dogs are barking …. Time to get out of high beta @DanielSLoeb1 https://t.co/29LH1Pflty https://t.co/EU6dQD8amo | 160 |
| 1627131418085056515 | @DanielSLoeb1 Time to get out of high beta Dan https://t.co/tyzdqZwm7G | 58 |
| 1627315500874170368 | @DanielSLoeb1 https://t.co/WBvLIh5lFz | 36 |
| 1627122078586634240 | @GavinSBaker Gavin, I tend to agree with @DanielSLoeb1 that the economy isn't accelerating. Consumer spending was decelerating through Q4 and picked back up for the first 6 weeks, but the economy was always too healthy to see the kind of reaction markets expected and the Fed might need. | 34 |
| 1627102387377668096 | @DanielSLoeb1 1st, I hope you are right. Would be great. 2nd, forget everything else - consumer spending accelerated on most annual stacks per most credit card datasets. Can’t wait for 5 yr stacks btw. Housing was perking up as well. Unlikely to all just be balmy weather. Time will tell! | 30 |
| 1627293504970846208 | @DanielSLoeb1 This piece may be of interest to you. It is a deep dive into the latest jobs data and the mirage of nominal corp revenue. https://t.co/clmggtvXhZ | 28 |
| 1627102888039223296 | @DanielSLoeb1 Also love the 3 card Monte analogy and hope you are well. Fully agree on markets bottoming when economy/news seem most hopeless. | 25 |
| 1627324447257681920 | @DanielSLoeb1 I usually fade whatever that guy says | 25 |
| 1627357303232946177 | @rsandler21969 @DanielSLoeb1 Yes. Lack of precedents for current economic situation and high sensitivity to initial conditions mean good to be humble. So many trying to map this *exactly* to 08-09 or 00 with high conviction. | 17 |
| 1627356672757989376 | @GavinSBaker @DanielSLoeb1 To be clear I am not sure how much or how fast the economy is or will slow and how far inflation will fall and what the Fed's reaction function exactly will be to all. All so hard to be convicted about, but many think they have a strong view and over reads every data point. | 16 |
Top 3 Languages Used In Tweets
Top 10 Hashtags used
| Hashtag | Count |
|---|---|
| #15 | 2 |
| #buyingopportunity | 1 |
| #bigflip | 1 |
| #1 | 1 |
| #2 | 1 |
| #3 | 1 |
| #4 | 1 |
| #bullmarket | 1 |
| #bearmarket | 1 |
| #6 | 1 |
Top 10 Hashtags Used In Tweets
Top 10 mentions
| Mention | Count |
|---|---|
| @danielsloeb1 | 385 |
| @gavinsbaker | 76 |
| @rsandler21969 | 57 |
| @govkathyhochul | 46 |
| @pmje73 | 45 |
| @viggy_krishnan | 31 |
| @junaidackroyd | 16 |
| @michaelkantro | 13 |
| @weltluster_86 | 12 |
| @nachkari | 10 |
Top 10 mentions
Wordcloud of Tweets
Emojis
Average number of emojis used per tweet
6
Emojis used in tweets
| Emoji | Count | Emoji Text |
|---|---|---|
| 😁 | 2 | beaming_face_with_smiling_eyes |
| 👀 | 2 | eyes |
| 🤦♂️ | 2 | man_facepalming |
| 😉 | 2 | winking_face |
| 😂 | 2 | face_with_tears_of_joy |
| 🤣 | 2 | rolling_on_the_floor_laughing |
| 🙏 | 2 | folded_hands |
| 💪 | 1 | flexed_biceps |
| 😚 | 1 | kissing_face_with_closed_eyes |
| 🐓 | 1 | rooster |
Emojis groups
| Emoji Group | Count |
|---|---|
| Smileys & Emotion | 12 |
| People & Body | 8 |
| Objects | 2 |
| Animals & Nature | 1 |
| Food & Drink | 1 |