I consider myself a perpetual student of the markets. In this process, Twitter has been invaluable to me as I have learned an incredible amount from a wide variety of different investors on the platform. So this is my way of saying, “thank you,” and spreading the love a little bit. Seriously, go follow every one of these guys right now.
Helene Meisler: Keep It Simple Stupid
Naz working on a funky little island up there. if the Friday gap doesn't get filled pic.twitter.com/dLOHiBOYeC
— Helene Meisler (@hmeisler) April 23, 2016
Helene is one of the most talented and insightful technicians I’ve come across. I believe the keys to her success are one: she always keeps it simple. You never see her charts littered with indicators and tons of lines everywhere. Just the opposite. And two: she marries her technical approach with a keen eye towards sentiment.
Tom McClellan: How The Sausage Is Made
— Tom McClellan (@McClellanOsc) February 22, 2016
Being the son of the creators of one of the most famous stock market indicators (McClellan Oscillator), it should come as no surprise Tom is so passionate about studying the inner workings of the markets. If you’re interested in understanding what really drives prices and trends, follow Tom and see how the sausage is made.
Howard Schillitt: Exposing Financial Shenanigans
The Sherlock Holmes of Accounting: Howard Schilit Explains the Mystery of His Art https://t.co/zD7ocqQ3tJ
— Howard Schilit (@HowardSchilit) November 15, 2015
There are a handful of investors out there who have had their 10 minutes of fame lately as a results of exposing “financial shenanigans” at companies like Valeant. There’s only one guy I know of, however, who’s been doing it consistently for decades. In fact, he literally wrote the book.
Mark Hart: Intelligent Macro Contrarianism
Get ready for 1) massive CB intervention, 2) sharp counter trend risk rally, 3) apres le deluge
— Mark Hart (@MarkHar13514700) February 11, 2016
To me, Mark embodies one of my favorite Ben Graham quotes: “You are neither right nor wrong because crowd disagrees with you. You are right because your data and reasoning are right.” He’s willing to be contrarian, and in the face of a thunderous herd, but not for the sake of being contrarian. It’s only when his extensive data and impeccable reasoning justify being contrarian does Mark put a trade on.
Michael Lewitt: Give Credit Its Due
— Michael E. Lewitt (@MichaelELewitt) April 18, 2016
Credit leads equities. I believe this is true most of the time and the reason for this is that credit guys are just usually that much smarter than equity guys (because they have to be). And Michael is one of the smartest credit guys I’ve found. If you’re interested in the interplay between these markets you’d be hard-pressed to find a better teacher.
Jerry Parker: The Trend Is Your Friend, For Real
— Jerry (@rjparkerjr09) April 6, 2016
Trend-following has grown immeasurably in recent years. Jerry started studying it and effectively riding trends long before most newbies had even heard of the strategy. What’s more, he’s willing to share his experience and wisdom and regularly does on Twitter.
Bill Fleckenstein: Respect Mr. Market But Don’t Buy What He’s Selling
warning:feels to me like spoos could crash,never happens of course,but it could soon,fwiw.
— bill fleckenstein (@fleckcap) March 6, 2015
He doesn’t tweet much. In fact, he stays out of the public eye completely most of the time but he’s also one of the shrewdest market operators I’ve seen. Give him a follow and let’s see if we can’t get him to share a bit more of his insights with us.
Peter Brandt: A Technician’s Technician
— Peter Brandt (@PeterLBrandt) April 26, 2016
I imagine Peter carrying an old-school lunch pail to work every day, setting it down on his desk as he puts his hard hat on to study his charts. He’s just about as blue collar I imagine a trader can be. Clearly, he’s got a terrific work ethic to match his skill and wealth of experience. For pure technicals, he’s my go to guy.
Meb Faber: Curiosity Killed The Dogma
What You Don’t Want to Hear About Dividend Stockshttps://t.co/EjYIrypYr9
— Meb Faber (@MebFaber) March 10, 2016
Meb is about as curious and open-minded of an investor as you’ll ever find. I read everything he writes as it’s always loaded with dogma-killing data and infused with his unmatched enthusiasm. It’s infectious and I encourage you to expose yourself to it.
Peter Atwater: Mood Moves Markets
At $264 investors were clamoring for $VRX shares. At $33 no one wants it. Unlike basic goods, investment demand rises as prices rise.
— Peter Atwater (@Peter_Atwater) March 16, 2016
Peter has a unique perspective on sentiment that is both longer-term and much more thoughtful than typical sentiment studies. I find his insights on everything from individual stocks to politics to central banks to be both original and terribly insightful.
Fred Hickey: Master of the Scuttlebutt
Now we have poor Q1 reports from GOOGL,MSFT,IBM,EMC,QCOM,JNPR, STX, INTC,ERIC&more.Think we know what the true state of tech is: Godawful.
— fred hickey (@htsfhickey) April 21, 2016
There’s nobody, and I mean nobody, who is as diligent and thorough in his research as Fred. To me, he embodies Phil Fisher’s concept of the scuttlebutt – just listening to the, “business grapevine,” to glean unique insights about individual companies, industries and the broad economy.
John Hussman: Context Is Critical
Only informed optimists reject that mkt is forever doomed to rich valuations and dismal future returns. Rain is good pic.twitter.com/k9e0CiOhfP
— John P. Hussman (@hussmanjp) March 24, 2016
It’s one thing to study a single data point and its historical record. It’s another thing entirely to put it into context. There are loads of people focused solely on the former. There are very few who focus on the latter. And John does it far better than most.
Jason Goepfert: Truth Bombardier
This is likely incomplete, but it has paid to be a buyer when CNBC pulls out its Markets In Turmoil. pic.twitter.com/s5gUo7VS9O
— Jason Goepfert (@sentimentrader) January 8, 2016
It’s truly astounding how many popular misconceptions about markets are regularly promulgated both on Twitter and television. Jason regularly destroys these as a part of his unique, statistics-based approach. His research is always must-read for me.
The greatest mistruth in American society is that ?=success. ?is a function of timing; success is leaving the world better than u found it.
— Todd Harrison (@todd_harrison) February 25, 2016
I’ve learned more from Todd than I can ever really quantify. Not only is he one of the best traders I know, he genuinely cares about doing the right thing, a very rare virtue in this industry.
There are certainly some I’ve left out but, for one reason or another, I feel compelled to thank these folks in particular for their generosity.