Below are charts of the bearish intensity scores for the most bearish stocks on Twitter for the week and month ending 8/20/13.
Precious metals stocks came back to the most bearish stocks on Twitter list this week. Energy stocks like Exxon Mobile (XOM), Chevron (CVX), and Occidental Petroleum (OXY) are also a leading theme. With Dow Chemical (DOW) and Caterpillar (CAT) added to energy and precious metals it appears that my concern from last week continue and basic resources make up the the largest group of the bearish stocks. This could be an early warning about a resumption of the downtrend in the economy or deflation. Below are charts with the bearish intensity scores for the most bearish stocks on Twitter for the week and month ending 8/6/13.
Bad news out of Potash (POT) increased both the volume and bearish intensity of tweets for the agriculture stocks this week. Mosaic (MOS) fell victim as well. This came as a big surprise to many, but taking a look at an agriculture ETF (MOO) you can see that agriculture has been in trending lower from early in the year. Also of note is that Caterpillar (CAT) leads the list this week, and emerging markets (EEM) and Dow Chemical (DOW) made the cut. This is starting to paint a picture of even more weakness in the most basic sectors of the world economy. Take a look at some charts of the other stocks on the most bearish list and you’ll see it littered with bad surprises. This may be early warning that the slow world economy is finally having an impact on the United States. Below are charts with the bearish intensity scores for the most bearish stocks on Twitter for the week and month ending 7/30/13.
After a rough patch Luluemon (LULU) has made it back to the most bullish stocks on Twitter list. This might be a sign that their recent problems are behind them and the stock is tradeable again. Another interesting stock in the bullish list is Dow Chemical (DOW). Are we starting to see a comeback from basic materials? Below are charts with the bullish intensity scores for the most bullish stocks on the Twitter stream for the week and month ending 7/9/13.
Below are the stocks with the most bearish intensity (volume and scores) on Twitter for both the past week and past month.