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18 episodes with thomas thornton
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The conversation with Thomas Thornton of Hedgefund Telemetry discusses the current market volatility and the potential for an unwind in the tech sector. The high levels of market sentiment and positioning, along with the crowded trade in tech stocks, are contributing to the market's instability. The conversation also touches on the impact of earnings reports, the state of the consumer, and the possibility of rate cuts by the Fed. Overall, there is a sense of caution and uncertainty in the market.
Episode 123: Will the markets crash? What is Volmageddon 2.0? There are always investing opportunities! Let's chat with Thomas Thornton, Founder of Hedge Fund Telemetry and PM of his own hedge fund, about his market analysis and what he foresees for the market next. We discuss macro, market sentiment, and market internals & technicals with indexes, sectors and stocks. There are always opportunities and we break down where Tom sees bullish and bearish flow and sentiment into 2024. An episode not to be missed if you want to prepare for the market's next move. ➡️Visit Hedge Fund Telemetry's site for an Investing Edge: https://www.hedgefundtelemetry.com/ ➡️Follow Tom Thornton on Twitter: https://twitter.com/TommyThornton ------------------------------------------------------------------------------------------------------------ For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ✨SUBSCRIBE to The RO Show YT Channel✨ https://youtube.com/@theroshowpodcast https://rumble.com/c/c-5300605 ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨ONE SITE ♾️ https://sociatap.com/RosannaPrestia/ ✨X ♾️ https://twitter.com/RosannaInvests ✨X ♾️ https://twitter.com/TheROShowPod ✨LinkedIn ♾️ https://www.linkedin.com/in/rosannaprestia/ ✨WEBSITE ♾️ https://www.rosannaprestia.com/ THINK Different with Rosanna ©️ 2022-2024
Markets moving – pros thinking about hedging - March is here and thinking about consolidation potential AI hype continues and continues… This week's guest is Thomas Thornton - Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (AAPL), (GOOGL), (BA), (META), (CSCO)
The conversation with Hedge Fund Telemetry's Thomas Thornton covers market commentary for today following the CPI news this morning. Markets are reacting to inflation concerns, the impact of rising rates, volatility in the stock market, concerns about overvalued stocks, risks in corporate real estate, the downtrend in gold and miners, and potential buying opportunities.
So many guests, such great insights - another year down and so much more ahead. Listen to some of the "Best Of" guests - Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more during these episodes. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ)
As we head into the final quarter of 2023, where are markets likely to go next? The dramatic run-up in stocks seen in the first half of the year has run out of steam. Is the peak for the year behind us, or will stocks power higher into December? And bond prices continue dropping. US Treasurys look on track to log their first consecutive 3-year decline in market history. Is there any hope of a reversal anytime soon? In uncertain times like these, it's wise to tap the counsel of those with decades of long-term success in the markets. So today we'll ask these questions of Thomas Thorton, former portfolio manager, senior trader, technical analyst, and now founder of Hedgefund Telemetry. Follow Thomas at https://www.hedgefundtelemetry.com/ #stocks2023 #recession2024 #demark ************************ At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Subscribe to our YouTube channel: https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1 Follow Adam on Twitter: https://twitter.com/menlobear Follow us on Facebook: https://www.facebook.com/Wealthion-109680281218040 ****************************** IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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Bloomberg Intelligence Senior US Retail Analyst Poonam Goyal talks the latest Amazon earnings. Bloomberg Law Host and Legal Analyst June Grasso, Bloomberg US Legal Reporter David Voreacos, and Robert Mintz, Former Federal Prosecutor and Partner at McCarter & English, discuss the indictment of former President Donald Trump. Thomas Thornton, President & Founder of Hedge Fund Telemetry gives us the latest Apple earnings. And we Drive to the Close with Beata Kirr, Chief Impact Officer at The Copia Group. Hosts: Tim Stenovec and Madison Mills Producer: Sara LivezeySee omnystudio.com/listener for privacy information.
Bloomberg Intelligence Senior US Retail Analyst Poonam Goyal talks the latest Amazon earnings. Bloomberg Law Host and Legal Analyst June Grasso, Bloomberg US Legal Reporter David Voreacos, and Robert Mintz, Former Federal Prosecutor and Partner at McCarter & English, discuss the indictment of former President Donald Trump. Thomas Thornton, President & Founder of Hedge Fund Telemetry gives us the latest Apple earnings. And we Drive to the Close with Beata Kirr, Chief Impact Officer at The Copia Group. Hosts: Tim Stenovec and Madison Mills Producer: Sara LivezeySee omnystudio.com/listener for privacy information.
Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is underway. Plus, Tom will discuss his bearish case on Tesla, and other trades monitoring in this market. Join Rick Rule in person at The Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rick Also, make sure to check out Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98To If you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices
Interview recorded - 30th of June, 2023On this episode of the WTFinance podcast I have the pleasure of speaking with Thomas Thornton, President at Hedge Fund Telemetry. During our conversation we spoke about why the FED will continue to hike, the potential for a hard landing, Thomas' trading strategy and what sectors we could see a rotation into. I hope you enjoy!0:00 - Introduction1:32 - Can the FED created a soft landing?4:20 - Indicators that Thomas is currently watching for a reversal?12:20 - Could markets be at the peak?18:23 - Any other macro drivers they watching?19:35 - Rotation between different sectors21:50 - What other sectors?24:20 - How else does Thomas get trade opinions?26:20 - One message to takeaway from our conversationFormer portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.Thomas Thornton - Website - https://www.hedgefundtelemetry.com/Twitter - https://twitter.com/TommyThorntonLinkedIn - https://www.linkedin.com/in/thomas-thornton-16130310/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.wealthprofessional.ca/investments/mutual-funds/money-managers-caught-off-guard-as-stock-market-shifts/373687
Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL Learn more about your ad choices. Visit podcastchoices.com/adchoices
Inflation CPI report as expected – markets – don't know what to make of it. Banks still not getting any love - more shoes to drop. Debt ceiling talks going nowhere... This week's guest is Thoma Thornton - Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Charts Discussed Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (GLD), (SLV), (PARA), (IEP), (SPY)
Here in Part 2 of our interview with Thomas Thornton, the former hedge-funders shares how his portfolio is currently allocated. Learn more about Thomas' trading service at https://hedgefundtelemetry.com/ (enter discount code "markets" for substantial savings) ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Subscribe to our YouTube channel: https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1 Follow Adam on Twitter: https://twitter.com/menlobear Follow us on Facebook: https://www.facebook.com/Wealthion-109680281218040 #stocks #investing #dollar ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.
After a punishing year in 2022, the markets have had a great start to 2023. The S&P is currently up 8% for the year, and the Nasdaq has had its best start in 20 years, up 15% YTD. Is this the 'all clear'? Is the bottom in and a better year for markets ahead? Or is this a classic bull trap? One that sucks everyone back in before the bear returns to maul everyone? In uncertain times like these, it's wise to tap the counsel of those with decades of long-term success in the markets. So today we'll ask these questions of Thomas Thorton, former portfolio manager, senior trader, technical analyst, and now founder of Hedgefund Telemetry. By the way, Thomas' trade model was up 53% last year -- a feat few others can boast. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ #fed #stocks #investing ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.
WHAT'S UP EVERYBODY! AS A REMINDER everything in this episode is strictly the opinion of myself and my guest and should NOT be taken as financial advice. NOT FINANCIAL ADVICE NOT FINANCIAL ADVICE. In this episode I am joined by Thomas Thornton (@TommyThornton on Twitter), who runs the Telemetry Hedge Fund and publishes great data and insights daily. We get into the current environment, the surprising strength of the consumer and how that will effect things going forward, volatility and much more so tune in for another banger of an episode. LIKE, SUBSCRIBE, AND SHARE THIS PODCAST Follow Tommy on Twitter: https://twitter.com/TommyThornton Check out Telemetry on their website: https://www.hedgefundtelemetry.com/ Follow me on Twitter @greencandleit https://twitter.com/Greencandleit Subscribe to my newsletter: greencandleinvestments.substack.com Subscribe to my YouTube: https://www.youtube.com/channel/UCdvC14iR8V7MedS7ArKHNCA --- Support this podcast: https://podcasters.spotify.com/pod/show/macroinsights/support
So many guests, such great insights. What a wonderful to hear some of the best of Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ)
On today's episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Thomas Thornton of Hedge Fund Telemetry joins the show to discuss the equity bear market in 2022. Tommy walks through what has happened in 2022, and what to expect in 2023 as investors face uncertainty if the recent rally is a bear market rally, or a bottom. Tommy goes on to discuss the energy trade and where the best risk/reward is in markets right now. Finally, Tommy shares his actionable trade idea, but to hear that, you'll have to tune in! -- Follow Tommy: https://twitter.com/TommyThornton Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_macro_trading, you'll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Timestamps: (00:00) Introduction (00:38) Recent Moves In FX (07:24) The Yield Curve Doesn't Stop Inverting (12:10) Feature Interview: Thomas Thornton (15:57) How Tommy Manoeuvred Markets in 2022 (17:46) The Recent Rally In Markets: Market Bottom, or Bear Market Rally? (22:12) “Curve Ad” (23:27) Tommy's Market Outlook Into 2023 (34:45) The Energy Trade (37:07) Tommy's Actionable Trade Idea (41:14) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
The U.S. dollar bounced back on Wednesday, its showing of strength once again a bane to equity markets, as interest rates also ticked higher for the first time in a few days. OPEC+'s decision to cut daily production by 2 million barrels is today's main story, driving up crude oil prices by more than 1% and making energy the only sector moving higher in the S&P 500 today. Riding an impressive trading streak, Thomas Thornton, the founder of Hedge Fund Telemetry, joins Maggie Lake to talk about markets from a tactical perspective. We also hear from Michael Nicoletos about his sense that something is going to break and where it's likely to happen. Watch the full interview featuring Michael Kao and Michael Nicoletos here: https://rvtv.io/3SIfzvA. Learn more about your ad choices. Visit megaphone.fm/adchoices
Thomas Thornton, Hedge Fund Telemetry is our guest. The Two-headed llama – Pushing and pulling policies are leading us down a dark hole. Markets – well, if you are fully long – the pain is real as rates are high, and stocks are low We are going to get into it with our guest… Thomas Thornton – Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (OIL), (UNG)
We connect with Hedge Fun Telemetry's Thomas Thornton today for some market commentary following last week's volatility and a choppy market response today. Tom talks about his fears of earnings recession for Q3 and where he's seeing a few buy setups fall into place in the precious metals and miners, although he is awaiting confirmation.
Hedge fund expert Thomas Thornton returns in Part 2 of our interview with him to explain why the markets could well move sideways in a limited trading range for the next few years. https://youtu.be/ZIIjPrUKWTM
Christian Sabree and Maleah Thomas-Thornton, future black educators and servant leader apprentices at the Center for Black Educator Development join the Building the Black Educator Pipeline Podcast to discuss the journey to becoming an educator. Christian and Maleah share with host Shayna Terrell about their inspiration to become educators and their experience with freedom schools. They also discuss working as servant leader apprentices at the Center for Black Educator Development and the impact it has had on them. Finally, the conversation touches on the overall importance of recruiting more Black educators, the impact that they have on students, and why we desperately need more of them.
The three major U.S. equity indexes traded lower for a second consecutive day, as investors look forward to Friday's release of consumer price index data for May. The European Central Bank is accelerating its own tightening scheme, as inflation's grip on policymakers remains tight. Initial claims for unemployment insurance showed the biggest increase since July 21, a sign the labor market may be cooling. Thomas Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Andreas Steno Larsen to talk about choppy price action, how he's positioning himself ahead of Friday's CPI release, what he sees the Federal Reserve doing about it, and why he's trimming his long exposure. We also hear from Simon Mikhailovich about getting back to fundamentals and looking at things like balance sheets when it comes to making investment decisions. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3xi5lIK. Watch the full video featuring Simon Mikhailovich here: https://rvtv.io/3QbSHnm. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks sagged early, with social media stocks dragging the Nasdaq down more than 3% on bearish earnings guidance from Snap Inc., but rallied off the lows in a move presaged by Thomas Thornton right before noon ET. “Seeing most ETFs down on the day but lifting over today's volume-weighted average prices, which, if those levels can hold, is a positive,” tweeted Thornton, the founder of Hedge Fund Telemetry. Thornton joins Real Vision's Ash Bennington to talk about today's price action in the broader (bullish or bearish?) context. And we hear from Dario Perkins, managing director at Global Macro, about the bursting of the “everything bubble” and the impact of rising interest rates on equity valuations. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEctcV. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3sU59hz. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. equity indexes jumped at the open, faded into lunchtime, and rallied into the last couple of hours of regular trading Tuesday in a session that reflected the general volatility defining financial markets right now. Thomas Thornton, founder of Hedge Fund Telemetry, saw underlying weakness early today. “Everything was up but breaking volume-weighted average price levels, which was a good read on underlying selling,” Thornton tweeted this morning. “And it's now evident to everyone.” At the same time, Thornton is “really getting excited with this opportunity-rich market.” It's “not yet” time for long ideas, “but soon” it will be, notes Thornton, as investors continue to weigh the Federal Reserve's effort to control inflation and sustain growth at the same time. Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Maggie Lake for today's Daily Briefing to talk about the major factors driving markets and what he's looking for before he starts going long again. And Real Vision Crypto Editor Ash Bennington joins at the top of the show to talk about Bitcoin's recent price action and whether we need to fear a “crypto contagion” causing a wider market crash. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/38gJ9WM Watch the full video with Dwight Anderson and Raoul Pal here: https://rvtv.io/3LYBPOe Learn more about your ad choices. Visit megaphone.fm/adchoices
The major U.S. equity indexes were all up more than 1% late in Monday's regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a strong start to earnings reporting season. According to Bloomberg, 38 of the 48 S&P 500 components that have reported so far have posted positive surprises. Earlier in the day, the yield on the 10-year U.S. Treasury note touched 2.93%, a level the benchmark rate hasn't seen since 2018, as bond investors continue to price in the impact of Federal Reserve efforts to fight inflation. U.S. natural gas prices eased off after hitting 13-year highs ahead of an unusual April snowstorm in the Northeast. Crude oil slid nearly 5% on Tuesday, as the International Monetary Fund cut its 2022 and 2023 global growth forecasts. And broader concerns about global resource constraints amid the war in Eastern Europe linger. Thomas Thornton, founder of Hedge Fund Telemetry, joins Warren Pies, founder of 3Fourteen Research, for today's Real Vision Daily Briefing to talk about the stock market rally, commodities, energy, and inflation, and the problem the Federal Reserve faces in trying to stabilize prices without triggering a recession. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vsVH5c. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today marks 40 days since Russia invaded Ukraine. U.S. equity indexes hold solid gains as we near Monday's close in New York, with Asian and European stocks having already ended normal trading sessions well in the green. Energy commodity prices continue to react to developments in Eastern Europe, with crude oil rising today on reports the European Union is planning to impose more sanctions on Moscow. A key section of the U.S. Treasury yield curve remains inverted after the two-year exceeded the 10-year last week. The issue of inflation and the question of recession loom ahead of Wednesday's release of the minutes from the March meeting of the Federal Open Market Committee. Meanwhile, shares of Twitter soared 30% after Tesla CEO Elon Musk revealed in a regulatory filing that he's taken a 9.2% stake in the social media company. Real Vision is in San Diego for this week's Macro Experience event, where we'll have a chance to meet face to face with some of our favorite guests. Thomas Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to talk markets and stocks on today's Daily Briefing. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3j6CBvI Learn more about your ad choices. Visit megaphone.fm/adchoices
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------Few if any in all the world understand the bond market. Certainly not we here on this podcast. Like a vast ocean on the earth, the bond market contains multitudes and governs equities in ways we fail to understand everyday. And yet we barely ever speak of it except to note the 10 year yield as an input for stock valuations.But when rates surge as they did this last week and the fabled yield curve teeters on inversion, we must take note. And if Jim Bianco is right, the world of credit has figured something out that the stock market hasn't. In practical terms it means that in 2022, as Thomas Thornton says, we must focus on the tactical short-term trade to find any luck. For volatility will reign in concert with uncertainty.
The Federal Reserve was already staring down an inflation problem well before Russian President Vladimir Putin ordered his troops into Ukraine. One month into the war, there's no clear end in sight. And constraints on key commodities will continue to drive prices and spur the creation of new supply chains. The Fed launched its tightening cycle with a 25 basis point increase to the fed funds target rate. The futures market is now pricing in a 50-basis-point move in May. Equity markets remain volatile. But the most interesting action may be in the bond market, where prices are falling faster than they have in decades as investors account for the Fed's absolute focus on showing its commitment to fighting inflation. President Joe Biden is in Brussels to meet with NATO counterparts about Russia and Ukraine. But there are no easy answers for that conflict. However, Thomas Thornton, founder of Hedge Fund Telemetry, is here with Real Vision's Ash Bennington to talk about the Fed, the bond market, Bitcoin, and finding opportunity in disorder in today's Daily Briefing. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3JTKf8N Learn more about your ad choices. Visit megaphone.fm/adchoices
Russia's invasion of Ukraine has shocked global financial markets, highlighted by a 31% spike in the spot price for European natural gas. Brent crude oil crossed the psychologically significant $100-per-barrel mark, and the May 2022 Euronext wheat contract surged by nearly 8%. U.S. equity markets were mixed two hours ahead of the close of regular trading, with the Dow Jones Industrial Average and the S&P 500 Index down 1.63% and 0.69%, respectively, but the Nasdaq up 0.61%. Bond yields are falling, as investors seek safe havens. Meanwhile, Russian tanks are rolling across Ukraine, President Vladimir Putin's troops now control the Chernobyl nuclear site, and Western allies expect Kyiv to fall within hours. Jacob Shapiro, founder and chief strategist of Perch Perspectives, and Thomas Thornton, founder of Hedge Fund Telemetry, join Real Vision's Maggie Lake to discuss the geopolitical situation and markets' reaction to the specter of the most significant conflict since World War II. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3t3TPhR Learn more about your ad choices. Visit megaphone.fm/adchoices
Another Fed trial balloon pops markets. Inflation coming in hot – although off of a low base. Wacky action in yields, but markets are still holding tough - sort of. Our guest today – Thomas Thornton from Hedge Fund Telemetry SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode:
The Bureau of Labor Statistics reported this morning that the Consumer Price Index for January 2022 was up 0.6% and 7.5% year over year. St. Louis Federal Reserve Bank President James Bullard said he's become "dramatically" more hawkish in light of the hottest inflation in nearly 40 years. Bullard, a voting member of the Federal Open Market Committee, would now like to see a total of 100 basis points of rate hikes by July. In the aftermath of Bullard's comments, federal funds futures are pricing in a 60% chance of a 50-basis-point hike in March. Rent has gone up nearly 30% in some cities, but the grass isn't greener for would-be homeowners. U.S. mortgage rates have surged to a two-year high, with the average 30-year fixed rate up to 3.69% from 3.55% last week. Meanwhile, the European Commission has raised its inflation forecast for 2022 to 3.5% from 2.2% due to high energy prices stemming from geopolitical tensions in Eastern Europe. Thomas Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Ash Bennington to discuss today's CPI report and what it means for the Federal Reserve, markets, and your portfolio. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3swruR5 Learn more about your ad choices. Visit megaphone.fm/adchoices
The Commerce Department reported the fastest annualized rate of U.S. gross domestic product growth since 1984 for the fourth quarter of 2021. But it's hard to call this “Morning in America.” Investors and central bankers are still fixed on inflation and the coming tightening cycle, as other data suggest continuing supply-chain problems and omicron concerns linger. Earnings have been mixed, with Apple Inc. due to report at 5:00 p.m. ET today. Major equity indexes reflected the mixed picture, rising through midday but slipping into the red ahead of the close. Thomas Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Maggie Lake to discuss strategy and tactics against a murky backdrop. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ABav3R Learn more about your ad choices. Visit megaphone.fm/adchoices
DB-Jan 06,2022:On Wednesday, the S&P 500 fell 1.9%—the worst single-day decline in 11 months and the worst start to a year since 2008. Even crypto is taking a beating. The entire country has turned its attention to the Fed, which yesterday hinted at becoming more aggressive, triggering the steep drop in stocks. The taper, rising rates, and declining balance sheets are on the agenda. Thomas Thornton, founder of Hedge Fund Telemetry, shares how he's positioning his portfolio, given the big picture, and answers the pivotal question: Is a major regime shift on the way? Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3G4jmwD Learn more about your ad choices. Visit megaphone.fm/adchoices
DB-Dec14,2021:The Fed meeting begins today, and Thomas Thornton joins the Daily Briefing to discuss what that means for stocks and Bitcoin. One thing's for sure: we can probably expect a hike in interest rates. Gold already retreated 1% today in anticipation. Meanwhile, airlines are already looking ahead to next year and expecting a bounce back in travel. American Airlines plans to hire 18,000 people to meet the expected demand. Thornton will also talk about Tesla and Elon Musk's selling spree to reach his goal of selling 10% by the end of the year, as well as the downside of $ARKK and whether buying the dip on $SPY is foolish. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3pTvhqw Learn more about your ad choices. Visit megaphone.fm/adchoices
DB-Nov 04,2021: The Fed announced their long-awaited taper to begin later this month with room for adjustment based on changes in the economic outlook. While the Fed focuses on keeping the inflation rate at 2%, the Bank of England's market-defying announcement to hold rates steady at the 0.1% benchmark has investors scratching their heads over the Fed's position in this ultra-inflationary environment. Thomas Thornton, founder of Hedge Fund Telemetry, joins to discuss the implications of these policy decisions. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3EOlwQi Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen in to this session as Chris is joined by Thomas Thornton, as they talk about DevOps in real-world scenarios.
I spoke to Hedge Fund Telemetry Founder and President, Thomas Thornton. Tom's career has taken him from early stints at Morgan Stanley and Roxbury Capital, to the now notorious former hedge fund, Level Global. Having subsequently been appointed Head trader at a high-profile family office, Tom then started to run his own money before a ‘eureka' moment in 2017. What if Tom could bring investors inside the hedge fund world, offering them a unique glimpse of the insights available to these enigmatic institutions. Tom and the team take this one step further too, aiming to empower their readers with a true investing edge, through a unique combination of sentiment and technical analysis. Tom describes his storied career to-date and, based on Telemetry's sentiment analysis, identifies the market trends-to-watch right now. Enjoy!Check out Hedge Fund Telemetry and subscribe at: https://www.hedgefundtelemetry.com/ Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
DB-June8,2021: Real Vision senior editor Ash Bennington welcomes Thomas Thornton to discuss the inflation debate ahead of the US CPI number to be released Thursday and the bullish sentiment present in markets. The pair examines the effect of Bitcoin's illegal use and confiscation on the downturn that the asset has recently experienced. In addition, they look to make sense of meme stock mania as Wendy's and Clover Health stocks explode higher. Learn more about your ad choices. Visit megaphone.fm/adchoices
00:00:30 Thomas’ experience at Wall Street (including running his own hedge fund and an insider trading investigation while working with Steve Cohen) and why he started his latest firm Hedge Fund Telemetry?00:18:40 How Thomas selects themes and timeframes for his daily newsletter?00:24:25 What Thomas thinks of the crypto bubble?00:35:44 Is deflation or inflation the bigger issue right now? Should low income jobs be made redundant?00:46:32 What it means to be a hedge fund manager? Should we aspire to become a Hedge Fund managers? How hedge funds prop up nascent ‘strategy managers’?01:05:02 Why and how should retail investors be exposed to as many financial instruments as possible?01:08:02 What fund managers does Thomas admire?01:14:02 What character types does the financial industry attract?01:29:38 Why are negative (or extremely low) yielding bonds of interest to investors?01:36:22 Thomas’ secret love for the Grand Tour/ Top Gear shows. You may watch this episode on Youtube – #93 Thomas Thornton (The past, present and future of Hedge Funds). Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Thomas is writing a daily investment newsletter at Hedge Fund Telemetry. Big Thanks to our Sponsors! ExpressVPN – Claim back your Internet privacy for less than $10 a month! Mighty Travels Premium – incredible airfare and hotel deals – so everyone can afford to fly Business Class and book 5 Star Hotels! Sign up for free! Divvy – get business credit without a personal guarantee and 21st century spend management plus earn 7x rewards on restaurants & more. Get started for free! Brex – get a business account, a credit card, spend management & convertible rewards for every dollar you spend. Plus now earn $250 just for signing up (Terms & Conditions apply).
THE AMBER TRAP BLURB Murder on the High Seas. Thomas Thornton reads the newspaper article. Can the murder of a young German man, fatally stabbed during a voyage out of London to Melbourne, have anything to do with the Thorntons? Alexandra's curiosity is piqued when a Prussian Count, who travelled on the same ship, shows up at Thornton Antiques in search of a rare amber postage stamp. Alexandra Thornton and Benedict Archer have been married for one year. Benedict is estranged from his family, who own a vineyard in the Barossa Valley in South Australia. Alexandra urges him to try to heal the breach. Murder. A strange count searching for a rare stamp. A missing opal. A family in turmoil. How are they all connected? When a dark secret of betrayal and loss is exposed, Alexandra finds her world shattered.
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