isqadvisors's profile picture. "An investment in knowledge pays the best interest." — Benjamin Franklin  

Securities offered through LPL Financial, Member FINRA/SIPC http://finra.org http://sipc.org

Independence Square Advisors

@isqadvisors

"An investment in knowledge pays the best interest." — Benjamin Franklin Securities offered through LPL Financial, Member FINRA/SIPC http://finra.org http://sipc.org

Independence Square Advisors reposted

Used vehicle inventory is spiking ... as of September, data from ⁦@vAutoInc⁩ show inventories well above where they were a year ago ⁦@DataArbor

LizAnnSonders's tweet image. Used vehicle inventory is spiking ... as of September, data from ⁦@vAutoInc⁩ show inventories well above where they were a year ago 
⁦@DataArbor⁩

Independence Square Advisors reposted

BofA Harnett: AI hyperscaler bond spreads = AI bubble “watch-out” metric

MikeZaccardi's tweet image. BofA Harnett: AI hyperscaler bond spreads = AI bubble “watch-out” metric

Right now, the unleveraged spending is a cheerful sight. When it's gets LEVERAGED - pay close attention.

isqadvisors's tweet image. Right now, the unleveraged spending is a cheerful sight. When it's gets LEVERAGED - pay close attention.

Independence Square Advisors reposted

No surprise ETF investors bought the crap out of the dip (for ants)- the 1D, 1W Top 10 leaderboard is basically a US equity sweep. Note the weekly at +$47b, that's almost $10/day, same with monthly about $8b/day. Unreal. You guys are (wealthy) animals!

EricBalchunas's tweet image. No surprise ETF investors bought the crap out of the dip (for ants)- the 1D, 1W Top 10 leaderboard is basically a US equity sweep. Note the weekly at +$47b, that's almost $10/day, same with monthly about $8b/day. Unreal. You guys are (wealthy) animals!

More continued evidence of bullishness.

isqadvisors's tweet image. More continued evidence of bullishness.

Bullish sentiment still reigns supreme.

isqadvisors's tweet image. Bullish sentiment still reigns supreme.

If you think Core PCI trading around 2.5-3% is an issue.... see below. We are lucky. You do not want deflation.

isqadvisors's tweet image. If you think Core PCI trading around 2.5-3% is an issue.... see below. We are lucky. You do not want deflation.

Just as AI is gearing up to take more jobs, paralegals and attorney applications are rising.

isqadvisors's tweet image. Just as AI is gearing up to take more jobs, paralegals and attorney applications are rising.

As the Eagles would say "Take it Easy." Loose conditions are back.

isqadvisors's tweet image. As the Eagles would say "Take it Easy." Loose conditions are back.

Independence Square Advisors reposted

Robinhood Q3 Growth by Product: Options +50% Crypto +339% Equities +132% Interest +66% $HOOD

fiscal_ai's tweet image. Robinhood Q3 Growth by Product:

Options +50%
Crypto +339%
Equities +132%
Interest +66%

$HOOD

It is catching up but still in very strong shape.

isqadvisors's tweet image. It is catching up but still in very strong shape.

That is not the chart Oracle bondholders want to see.

isqadvisors's tweet image. That is not the chart Oracle bondholders want to see.

WOW! It's only a matter of time. The time saved from redundant tasks and projects will free up time to generate revenue.

isqadvisors's tweet image. WOW! It's only a matter of time. The time saved from redundant tasks and projects will free up time to generate revenue.

Independence Square Advisors reposted

Before the S&P 500 fell in March, 65.4% of stocks were positive in 2025. The market hasn't been able to hit that level since then. Currently barely half of the constitutes still in the green despite the Index being less than 2% from an all-time high.

AndrewThrasher's tweet image. Before the S&P 500 fell in March, 65.4% of stocks were positive in 2025. The market hasn't been able to hit that level since then.  Currently barely half of the constitutes still in the green despite the Index being less than 2% from an all-time high.

Independence Square Advisors reposted

Based on our technical indicators, the bounce in the dollar could have further to run.

CNtonifor's tweet image. Based on our technical indicators, the bounce in the dollar could have further to run.

Smaller / mid size companies not doing as well as the big boys who are hiring, but at a slower pace.

isqadvisors's tweet image. Smaller / mid size companies not doing as well as the big boys who are hiring, but at a slower pace.

With every bull run, there's a digestion phase. This is how Gold is acting now.

isqadvisors's tweet image. With every bull run, there's a digestion phase. This is how Gold is acting now.

Ouch for TSLA. Somehow the stock keeps going up.

isqadvisors's tweet image. Ouch for TSLA. Somehow the stock keeps going up.

Not the healthiest chart out there. So much is tied to AI and the AI boom. When and if it bursts, it could be a tough time.

isqadvisors's tweet image. Not the healthiest chart out there. So much is tied to AI and the AI boom. When and if it bursts, it could be a tough time.

Independence Square Advisors reposted

Goldman notes that hedge funds increasingly are balancing long single-stock exposure with index shorts: HFs net bought global equities for a second straight month (+0.4 SDs one-year), driven by continued long buying in Single Stocks partially offset by increased short selling…

neilksethi's tweet image. Goldman notes that hedge funds increasingly are balancing long single-stock exposure with index shorts: 

HFs net bought global equities for a second straight month (+0.4 SDs one-year), driven by continued long buying in Single Stocks partially offset by increased short selling…

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