Retired FDNY Lieutenant - Proud Dad & Trophy Husband - Finance Guy #giants100 #Repbx #NewYorkForever #NYR
New York, NY
Joined February 2015
- Tweets8.5K
- Following726
- Followers135
- Likes44.9K
Kevin Murray retweeted
There were 20 Million new voter registrations between 2022 and 2024 in 37 states without proof of citizenship requirements
Republicans’ inability to get the SAVE America Act passed was an unforgivable betrayal that could cost us the country
Insane.
Kevin Murray retweeted
Value stocks (+24%) are now outperforming Growth stocks (-6%) by over 30 percentage points in 2026.
If that holds, it would be a record spread, even wider than what occurred in 2000 when the Dot-Com Bubble burst.
Is this the beginning of a major shift in market leadership?
Kevin Murray retweeted
Largest hedge fund de-grossing event in 10 years and CTAs equity positioning lowest since March.
If we rally hard into year-end, can't say there weren't signs.
Kevin Murray retweeted
The S&P 500 fell 4.4% today, its biggest down day since April 2025 (during tariff turmoil) and 37th biggest decline since 1989. Important for investors to remember: volatility cuts both ways and is not linear over time. Big down days and big up days often occur near each other.
Kevin Murray retweeted
Just to put today's crash into perspective:
After today's crash, Nvidia, $NVDA, is now trading at a Forward P/E ratio of ~13x.
That's 7 turns below the S&P 500's ~20x Forward P/E and less than one-third of Walmart's ~43x.
Ironically, the name at the forefront of the AI buildout is now one of the "cheapest" stocks in the market.
Truly incredible.
Kevin Murray retweeted
Equity put/call ratio 1.05 today, higher than Liberation Day.
Previous spikes above 1.0 happened close to near-term lows. Is this time different?
Kevin Murray retweeted
The S&P 500 fell 4.4% today, its biggest one-day decline since April 4, 2025 (during the tariff-induced bear market). While painful, days like today are the primary reason why you earn a higher return from equities than bonds/cash in the long run. This is the price of admission.
Kevin Murray retweeted
Second 5% mild correction of 2026 after today's huge drop. Volatility is the toll we pay to invest.
Kevin Murray retweeted
Seven times a Republican President faced a Democratic Congress.
Up 17.5% on average six months later and never lower for the S&P 500. In fact, strong returns across the board.
Kevin Murray retweeted
🚨 HOLY SMOKES. Gov. Ron DeSantis just BLEW UP and went on an America first RAMPAGE on national TV
"I saw NO INDICATION that Republican senators were interested in doing conservative change! WHY haven't we done immigration, SHUT OFF H1B visas?! WHY haven't we CODIFIED Trump's immigration executive orders?! Why haven't we STRIPPED jurisdiction from the federal courts over deportation cases?! There's SO MANY THINGS we COULD HAVE DONE."
"THEY DIDN'T EVEN ATTEMPT IT."
"They say, 'oh, if only we needed 50 votes we would've done it!' YOU DON'T HAVE 50 VOTES. You NEVER SHOWED you'd do conservative things, even with 50 votes! [RE: filibuster]...I NEVER saw an indication that they'd do it."
"This midterm was a rebuke of the president and Congress...BUT, a LOT of our voters stayed home because they were FRUSTRATED with the LACK of productivity from Republicans in the House and Senate."
A fire was just lit under this man.
Honestly have not seen him get that fired up in a LONG time
We definitely deserved better from our Senate. Now, we need to repair and win in 2028, or Democrats are destroying America!
Kevin Murray retweeted
Vote @sarithaforny Saritha Komatireddy for a safer New York.