Limelight Alpha (@AlphaLimelight) header
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We "talk stocks" on Seeking Alpha. NOT investment advice. Do your DD. Have fun. Stay sharp. Plan trades. Trade plans.

Joined September 2020
Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)Photo by Limelight Alpha (@AlphaLimelight)
Limelight Alpha retweeted
We officially saw a super rare Zweig Breadth Thrust today. Thanks to @NDR_Research for the data. This rare signal is simply stocks moving from very oversold to overbought in less than two weeks. All you need to know is since WWII, the S&P 500 is higher a year later every time.
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Limelight Alpha retweeted
Oversold signals are good, but their hit rates are not as high as upside breadth thrusts bc violent oversold rallies occur during bears. On Friday the Zweig Thrust Indicator gave a rare signal. Now watching for other breadth thrust signals for confirmation. @RyanDetrick 4/7
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Limelight Alpha retweeted
Stocks follow E, but E is variable and dependent upon 1. Mgmt execution 2. What "E" you target 3. Fwd assumptions. 4. Economy. E bottoms after P. stocks are forward-looking, they lead E. This is why PE spikes post bottom in P, b4 bottom in E. Individual stocks bottom b4 market, market bottoms b4 economy.
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Limelight Alpha retweeted
There's a lot of stock market rally distrust. Have you increased your cash position in the past month?
55%Sure did!
45%No, long and strong
51 votes • Final results
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This week's top-rated large-cap sectors according to our Limelight Alpha scoring system are here. See the thread below!
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Get a sneak peek into what Limelight has to offer! Follow this thread to discover our Methodology behind reports. 🧵
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Does this look like bad breadth to you? 496 #stocks in our universe are trading over 5% above their 200 DMA. Bad breadth was last fall when that number was just 115 on 9/29/2022.
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Replying to @TimmerFidelity
It's interesting that while the 10-yr/3-mo inversion is big, the 10-yr/1-mo inversion is only 0.16%.
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Limelight Alpha retweeted
From ‘Lessons From The Greatest Stock Traders…’
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Limelight Alpha retweeted
Fed minutes summary “Don’t f**k around with us by pushing ARKK, sh*tcoins and Nasdaq to the moon or we will have to hike to 8%”
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Limelight Alpha retweeted
For those of you who are interested in our Top 5 picks and outlook for 2023. danniles.com/articles/2023-0…
On w/ @BeckyQuick at 8:50 AM ET on my thoughts & Top 5 Picks for 2023. Cash remains our favorite but a commodity, defensive, tech & financial also chosen. Flexible thinking will be the key in 2023, “When the facts change, I change my mind - what do you do, sir?”- Keynes
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Limelight Alpha retweeted
Feels like a long bear market but doesn’t yet come close to others in history … S&P 500 has gone just over 230 days without returning to its prior high; streak is not even past one we saw in 2016
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Limelight Alpha retweeted
Rally since the October lows has indexes above or close to their 200 day ma’s. Time to take profits. QQQ has lagged badly and will continue do so. Expect a S&P 500 range of 4100 to 3400 next year, so there is limited upside. Stock selection will be key to outperform in 2023.
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Limelight Alpha retweeted
South Park was so ahead of its time
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If PCE remains at September 2022 levels, easier comparisons alone bring inflation steadily lower in 2023. 👇#inflation
Limelight Alpha retweeted
Introducing 𝗡𝗘𝗪 FED chair Professor Siegel from Wharton 🚨 In case you missed it on Friday, this was epic lol 😂 $SPX $QQQ
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Limelight Alpha retweeted
Here’s a look at which cloud stocks have the highest stock-based compensation as a % of their quarterly revenues: $AI $PATH $OKTA $SNOW $U $ZS $FSLY $ASAN $AYX $MDB $PD $BILL $COUP $SMAR $TWLO $OLO $SPLK $MNDY $ZUO $FIVN
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Limelight Alpha retweeted
Lots of talk about China & Asia stocks today, so thought sharing our current foreign zones, regions, and country ranking might be helpful. Lots of stocks overseas in other countries to consider for ex-U.S. exposure.
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Limelight Alpha retweeted
Talked about the problem with China stocks on the show a couple weeks back. Here's the clip if interested... youtu.be/1J5qnQyWEhg
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Limelight Alpha retweeted
We've got a podcast! And TONS of content is up w/ LOTS more coming. This week's drop: ✅Stocks we're buying ✅$AMZN's new CEO✅ ✅Our take on $GNRC ✅A chat on China ( $DIDI) 👉& 10 💡's for 👀 lists! Plz like & subscribe so the Google Gods favor us! youtube.com/channel/UC2_rJEx…