fundstrat - Tweet Data Analysis
Tweets Analysis - Keyword: @fundstrat
Published March 9, 2023
Overview
Tweets covering
10 days
Latest tweet was on
2023-02-21
Earliest tweet was on
2023-02-10
Total number of tweets analysed
997
Average age of authors' accounts
6 years
Summarization
Fundstrat and its associated individuals, such as Tom Lee, have made several observations related to housing, CPI, S&P 500, crypto and other financial markets. These observations include that the re-weightings in Core CPI have led to housing having the highest weighting in the last 25 years, the Stock Traders' Almanac suggests the S&P 500 will increase by 20% in 2023, and Powell and Volcker will be compared against one another. Additionally, with the re-weightings of Core CPI, 59% is comprised of housing and autos while the Fed's reaction function should make sense. Mark Newton from Fundstrat has recommended buying weakness on the S&P 500, and there is a 71% probability that 2023 gains will be more than 20%. Finally, Walmart has said it is looking out for consumers by forgoing price hikes and a case was made for the S&P 500 increasing to 5,000 by Christmas.
Topic Modeling
- Stock Market Trends
- Impact of Fed Reactions
- Inflation and the CPI
- Cryptocurrency Use and Trends
- Impact of Consumer Habits
Emotional Analysis
The overall sentiment expressed in these tweets is one of optimism. People are excited about the potential for the stock market to reach new highs and the possibility of economic growth. They are also expressing admiration for Fundstrat's insights and predictions. Other emotions expressed include curiosity, anticipation, and enthusiasm. People are eager to learn more about the markets and are looking forward to the future.
Trend Analysis
- Data-driven and reactive economic policies
- Stock market highs and cycles
- Housing and auto weighting in core CPI
- Inflation narratives
- Data and sentiment-based predictions
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
131
13% of total
Number of Original tweets
67
6% of total
Number of tweets that were Quotes
81
8% of total
Number of tweets that were Replies
788
79% of total
Number of tweets that contain Hashtags
75
7% of total
Number of tweets that contain Mentions
997
100% of total
Devices Used to Tweet
Top 5 Devices
| Source | Count |
|---|---|
| Twitter for iPhone | 497 |
| Twitter Web App | 321 |
| Twitter for Android | 132 |
| Twitter for iPad | 26 |
| Hootsuite Inc. | 7 |
Device Distribution
Top 10 Accounts by Followers
| Username | Name | Bio | Followers count |
|---|---|---|---|
| carlquintanilla | Carl Quintanilla | 23 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont winner / @WSJ alum / Board member, @NYCityCenter | 401,309 |
| cburniske | Chris Burniske | Partner @placeholdervc supporting the public infrastructure of tomorrow; co-author #Cryptoassets 📔; formerly led crypto @ARKinvest. Find me in the water 🌊 | 254,396 |
| 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… | 232,928 |
| OphirGottlieb | Ophir Gottlieb | CEO @CMLviz. Contrib @Reuters @Factset, analyst of record. MS Stanford Math. Ex option market maker. Recognized for finance AI/ML. https://t.co/CSYNulWf37 | 156,255 |
| krugermacro | Alex Krüger | Economist. Trader. Entrepreneur. Advisory. Columbia MBA. Bitcoin '13. Sharing views on crypto and global markets. *no financial advice* | 151,092 |
| crypto_caesar1 | 👑Crypto Caesar👑 | Lawyer - Trader - Analyst - Macro Speculator - Fund Manager - Crypto Caesar Capital - DM for VIP Discord Group #Bitcoin 🚀 | 75,367 |
| LizYoungStrat | Liz Young | Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old. | 67,207 |
| SamRo | Sam Ro 📈 | Writes @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 16,000+ subs. Long-term optimist. Short-term cautious optimist. | 63,021 |
| afshineemrani | Afshine Emrani MD FACC | Cardiologist. Internist. Jew. Zionist. Japanese antiques. Crypto #BTC #Eth #Sol #Matic #RNDR Rumi fan. #FreeIran #ZanZendegiAzadi Insta: @afshineemrani | 53,899 |
| HedgeFundTips | Thomas J. Hayes | Great Hill Capital (L/S Equity) Chairman, PM. https://t.co/mqhj8axRrH Founder: Ideas & Insights for Investors/Traders. Husband, Dad, Hockey Player, Golfer. Not Advice | 42,950 |
Top 10 Accounts by Friends
| Username | Name | Bio | Followers count |
|---|---|---|---|
| DJ_Roland_ES | 🔴🎛🎶DJ Roland ES ¡¡¡¡ 🎶🎛🔴 | Esposo de Mayde Lisbeth 🥰 Futuro Papa 🥰 #Bitcoin 🇸🇻 #DOGE🚀 #NayidBukele2024 🇸🇻💯 #CiprianReyes2024🇩🇴💯 #DinastiaMilenials 💯 #FollowBack 💯💯 | 36,166 |
| PhaedraXTeddy | Phaedra | Wish all animals could exist, b happy& left alone.I'm rich because I have a packofdogs,a cattery, gekkos2 set free from my kitties,& birds outside 2wake me up. | 20,481 |
| MoneyShow | MoneyShow | Providing individual investors and active traders with expert, actionable advice to #InvestSmarter & #TradeWiser. | 10,279 |
| denniskneale | Dennis Kneale | Host of “What’s Bugging Me” on @Ricochet. https://t.co/D0DPDhIxGU Writer, advisor, 25-year ink-stained wretch (WSJ, Forbes), ex-CNBC/Fox. | 6,077 |
| carlquintanilla | Carl Quintanilla | 23 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont winner / @WSJ alum / Board member, @NYCityCenter | 5,695 |
| Alejand27444061 | Alejandro | obsessed with Tesla and helping families reach financial freedom with Tesla at a young age. Sabbaticals to Antigua Guatemala too. | 5,002 |
| LadyLisaDCantu1 | LadyLisaCan2 | Mother of 4 beautiful kids Brilliantly Independent | 5,000 |
| RecoveryTrade | Another value investor | Public markets value investor by night, PE investor by day. Interests: HY / EM / Stressed Credit, Real Assets, Value w/ Catalyst. 中文/Eng | 4,931 |
| Pierre_Barrieu | Pierre Barrieu | Head Fitness Coach and Performance Analyst Leeds United FC. FIFA High Performance Expert. Father of 3. Views are strictly my own | 4,897 |
| Bruce_X_Wayne | Bruce Wayne | - | 4,879 |
Most Active Users
| Username | Bio | Number of tweets |
|---|---|---|
| ToddBelinka53 | I speaks the FACTS on Russ Westbrook #ClipperNation, Marcus Morris enjoyer … Daniel Jones hater #GiantsNation | 18 |
| George48090098 | Real Estate investor, Equity fund manager, Entrepreneur | 16 |
| optionflys | 16+ Years Professional Trader | Swing & Day Trade Alerts | Elliott Wave & Gann Practitioner | Premium Service | Posts are opinions not investment advice. | 15 |
| 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! | 13 |
| sjohnta0429 | - | 11 |
| McHUGE88 | - | 10 |
| Monica___K | 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 | 9 |
| DanSmit43174599 | - | 9 |
| Enrique0 | - | 8 |
| Greshamslaw7 | Youtube channel "Gresham's Law". Speculation on Markets, Macroeconomics, Bitcoin, Personal Finance. https://t.co/2CBRH3RO6K | 8 |
Tweets Per Day
Top 10 Tweets by Retweets
| ID | Text | Retweet count |
|---|---|---|
| 1625645168626921474 | “.. the re-weightings in #CPI lead to housing becoming 43% of Core CPI .. the highest weighting in the last 25 years .. Guess what? This means when housing rolls … | 102 |
| 1627024793903026177 | $SPX New highs each and every time after 65 weeks. This 65 weeks cycle ends in April 2023 $SPY $QQQ @fundstrat https://t.co/eNIjRInDTY | 26 |
| 1627422493077037056 | Tom Lee @fundstrat “Just look at the Stock Trader’s Almanac!” Expects S&P up 20% in 2023. Powell vs Volcker. 1982 bottom vs 2022 bottom. @RealMikeLarson @MoneyShow https://t.co/70ch4g18I9 | 26 |
| 1624187957736312834 | "There's a difference between data-dependent and data-reactive. The one thing that's going to be important is for the Fed's reaction function to make sense," says @fundstrat https://t.co/LfSAijJwLq | 19 |
| 1626266454965334017 | With this re-weighting, core CPI is now 59% comprised of housing and autos as shown below. - this is huge @fundstrat https://t.co/EZy47H8Xla | 18 |
| 1625981509956935680 | Shelter is now 43% of Core CPI, the highest ever weighting as shown below, meaning shelter and OER have never been more important to core CPI. @fundstrat https://t.co/M8XSAI0uXe | 14 |
| 1626623809997656064 | Rule of 1st 5D: Rarely a straight line.... We need to respect seasonals as well & as shown below, we think 2/16-3/7 remains a period where markets could stall. Below … | 13 |
| 1626680164880125952 | Good insight from @fundstrat's FS Insight on what could be driving crypto of late. https://t.co/sUPDcdLDrA | 10 |
| 1624226805602258947 | Even as the Fed/inflation narrative is debated, since the start of 2023, the S&P 500 is up >8%, which has happened only 4 times since 1950. And there are only … | 10 |
| 1625853526512369664 | Fundstrat's Mark Newton says buy weakness on the S&P 500 @MarkNewtonCMT @fundstrat @CNBCOvertime @ScottWapnerCNBC https://t.co/iEaAjGoTrX | 8 |
Top 10 Tweets by Likes
| ID | Text | Like count |
|---|---|---|
| 1625645168626921474 | “.. the re-weightings in #CPI lead to housing becoming 43% of Core CPI .. the highest weighting in the last 25 years .. Guess what? This means when housing rolls … | 459 |
| 1624187957736312834 | "There's a difference between data-dependent and data-reactive. The one thing that's going to be important is for the Fed's reaction function to make sense," says @fundstrat https://t.co/LfSAijJwLq | 148 |
| 1627024793903026177 | $SPX New highs each and every time after 65 weeks. This 65 weeks cycle ends in April 2023 $SPY $QQQ @fundstrat https://t.co/eNIjRInDTY | 142 |
| 1627422493077037056 | Tom Lee @fundstrat “Just look at the Stock Trader’s Almanac!” Expects S&P up 20% in 2023. Powell vs Volcker. 1982 bottom vs 2022 bottom. @RealMikeLarson @MoneyShow https://t.co/70ch4g18I9 | 137 |
| 1626266454965334017 | With this re-weighting, core CPI is now 59% comprised of housing and autos as shown below. - this is huge @fundstrat https://t.co/EZy47H8Xla | 74 |
| 1626623809997656064 | Rule of 1st 5D: Rarely a straight line.... We need to respect seasonals as well & as shown below, we think 2/16-3/7 remains a period where markets could stall. Below … | 68 |
| 1626680164880125952 | Good insight from @fundstrat's FS Insight on what could be driving crypto of late. https://t.co/sUPDcdLDrA | 67 |
| 1624226805602258947 | Even as the Fed/inflation narrative is debated, since the start of 2023, the S&P 500 is up >8%, which has happened only 4 times since 1950. And there are only … | 56 |
| 1625981509956935680 | Shelter is now 43% of Core CPI, the highest ever weighting as shown below, meaning shelter and OER have never been more important to core CPI. @fundstrat https://t.co/M8XSAI0uXe | 43 |
| 1625853526512369664 | Fundstrat's Mark Newton says buy weakness on the S&P 500 @MarkNewtonCMT @fundstrat @CNBCOvertime @ScottWapnerCNBC https://t.co/iEaAjGoTrX | 36 |
Top Languages Used
Top 10 Hashtags
| Hashtag | Count |
|---|---|
| #bitcoin | 14 |
| #nyc | 8 |
| #inflation | 7 |
| #cpi | 6 |
| #moneyshow | 5 |
| #es_f | 5 |
| #fed | 4 |
| #commodities | 4 |
| #stockmarket | 4 |
| #stocks | 4 |
Top 10 Mentions
| Mention | Count |
|---|---|
| @fundstrat | 1,008 |
| @cnbcovertime | 134 |
| @fs_insight | 101 |
| @carlquintanilla | 75 |
| @optionflys | 51 |
| @squawkcnbc | 44 |
| @cnbc | 42 |
| @ricksantelli | 39 |
| @moneyshow | 29 |
| @scottwapnercnbc | 29 |
Wordcloud of Tweets
Emoji Analysis
Average emojis per tweet:
24
Emojis Used
| Emoji | Count | Emoji Text |
|---|---|---|
| 😂 | 39 | face_with_tears_of_joy |
| 👇 | 24 | backhand_index_pointing_down |
| 🍋 | 16 | lemon |
| 🤣 | 14 | rolling_on_the_floor_laughing |
| 🚨 | 9 | police_car_light |
| 🙏 | 7 | folded_hands |
| 🤡 | 7 | clown_face |
| 🔥 | 6 | fire |
| 🤔 | 6 | thinking_face |
| ❤️ | 6 | red_heart |
Emoji Groups
| Emoji Group | Count |
|---|---|
| Smileys & Emotion | 112 |
| People & Body | 53 |
| Travel & Places | 21 |
| Food & Drink | 18 |
| Objects | 13 |
| Symbols | 11 |
| Activities | 10 |
| Animals & Nature | 5 |
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