Jeremy Schwartz (@JeremyDSchwartz) / X

Jeremy Schwartz

9,495 posts

Jeremy Schwartz

@JeremyDSchwartz

Global Chief Investment Officer @WisdomTreeFunds. Host of Behind the Markets Podcast wisdomtree.com/social-media/

Philadelphia, PA

Joined October 2011

Pinned
Jeremy Schwartz
@JeremyDSchwartz
Jun 4
Why do you have any money in banks? 10 years ago, the answer was obvious, but in 2026 this is a real question – with how much tokenization has evolved in the past few years, it’s getting harder and harder to justify having cash in your bank account. Personally, I have my
Pantera Capital
@PanteraCapital
Jun 4
ETFs democratized access through the brokerage account. Tokenization democratizes access through the internet. WisdomTree has been building for this moment for years. @JeremyDSchwartz and Maredith Hannon (@WisdomTreePrime) join our Stateful podcast, hosted by @FranklinBi. In
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Jeremy Schwartz
@JeremyDSchwartz
Jul 28, 2023
At 40x trail 12m sales, 25x fwd sales, Nvidia is highest valuation stock of any stock in top 500 Odds it out-performs now? 231 companies reached similar multiple last 50+years Only 20% beat market next 12m. >90% fail 3/5/10 years. Median stock loses by 36% next 12m. 🧵👇
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Jeremy Schwartz
@JeremyDSchwartz
Feb 24, 2024
Buffett latest on Japan as Nikkei reaches fresh all time highs. You should pay heed to this, especially his point on FX: one of greatest mistakes intl fund allocators and managers alike make
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Jeremy Schwartz
@JeremyDSchwartz
Aug 3, 2023
The Odds Are Stacked Against You At a 40x trailing and 25 expected Sales, NVDA joined the club of 99 companies with highest P/S multiple within 500 largest stocks in last 60 plus years. Some stats on winners /losers from these 99 companies that became THE highest multiple stock
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Jeremy Schwartz
@JeremyDSchwartz
Sep 23, 2022
As someone who talks to him live every week on the record and on air—this was as fired up as I’ve seen him.. And he’s been spot on this entire inflation cycle-so I wouldn’t bet against him being right now too…
Geiger Capital
@Geiger_Capital
Sep 23, 2022
Jeremy Siegel of the Wharton School ripping apart Powell and the Fed… “They Know Nothing” 2.0
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Jeremy Schwartz
@JeremyDSchwartz
Dec 20, 2022
It is end of year rebalance season and we noticed interesting changes afoot in growth/value benchmarks, particularly the S&P family. Value indexes dramatically cut weight to the cheapest sector (energy), and put Energy stocks into the growth indexes. What happened? 🧵
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Jeremy Schwartz
@JeremyDSchwartz
Apr 10, 2024
CPI too hot to handle? Alt inflation headline reads out: Inflation running below Fed's 2% target on both core and headline CPI using more real-time shelter! Instead of 5.7% BLS shelter, avg of Apt List/Zillow: 1.1% Let's be careful from over emphasizing too hot headlines!
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Jeremy Schwartz
@JeremyDSchwartz
Jun 12, 2024
Markets cheering good inflation report. But the real-time data was even better! Trailing 12m core inflation 3.4%, but subbing in more real time shelter data, gives Core inflation just 1.6%! Both headline and core below 2% threshold using more real time series.
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Jeremy Schwartz
@JeremyDSchwartz
Sep 13, 2023
Alt headline readout from CPI report: Using real time shelter : we show trail12m shelter as 1.5% (off the lows) but dramatically less than 7.3% official BLS #) Alt headline inflation: 1.45% (vs BLS 3.7%) Alt Core inflation: 1.7% vs 4.3% BLS. The Fed should stop hiking!
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Jeremy Schwartz
@JeremyDSchwartz
Jul 12, 2023
Our alt inflation headline reads out: Real time headline inflation of 0.16% instead of 3.1%. Yes that is a 0 handle on real time headline inflation. Our Alt Core inflation = 1.4% instead of official BLS 4.8%. Fed should stop the hikes!
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Jeremy Schwartz
@JeremyDSchwartz
Jun 13, 2023
Our alt inflation headline reads out: Fed is closing in on 2% objective, with more real time inflation at 1.4% instead of 4.1%.
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Jeremy Schwartz
@JeremyDSchwartz
May 23, 2023
A thread on a not so hidden factor that impacts EPS... and still surprises analysts! The cheat code for EPS 6M out: the U.S. Dollar change over last 6M When the U.S. dollar rose over prior 6M, earnings grew 0.3% next 6m But when the U.S. dollar fell, earnings grew 6.2%
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Jeremy Schwartz
@JeremyDSchwartz
Nov 11, 2022
CPI data spurred markets higher but real time inflation is even lower than officially reported. Inflation trend is not just heading lower. Core prices, in the real world, are declining! Annualized core inflation from latest monthly data + alternative shelter calculations.
Jeremy Schwartz
@JeremyDSchwartz
Dec 11, 2024
Inflation news again even better than official reports! Monthly shelter improves but still almost 5% last 12M Real world shelter indicators are much lower, only 1.2% Subbing in this real-time shelter, CPI improves from 2.7% to just 1.5%! Core Inflation subbing real time
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