$EEM — FinTwit mentions on Surfaced

$EEM — FinTwit mentions on Surfaced

Recent mentions

19 mentions

@datatrekmbJun 29, 2026 · 6:14 PM

2/2 ...MSCI EAFE shows long run signs of decoupling from the S&P 500, while EM has not been as closely tied to US large caps since the end of 2022’s bear market. Equity portfolio repositioning for 2H 2026 needs to account for AI trade exposure at the index level. $EFA $EEM

@murphychartsJun 21, 2026 · 12:30 AM

$EEM vs. $SPY The disparity index measures how far price is above or below a set moving average. Back in February, the 30-week disparity index crossed above +10 for the first time since 2009. Historically, crosses above +10 have preceded strong forward returns. Momentum begets momentum and all that..

@alfchartsJun 19, 2026 · 12:06 PM

Emerging Markets $EEM just closed the week at new all-time highs. This happened despite the dollar rising to its highest levels in over a year 👀 https://t.co/frSxObmsBf

@murphychartsMay 6, 2026 · 9:16 PM

EM equity is +23% YTD - risk on if ya ask me. $EEM $SPY https://t.co/94CdgJsycm

@murphychartsApr 9, 2026 · 1:00 AM

All we hear about is rotation away from mega-cap tech. Maybe so, but investors aren't rotating into less risky assets. Quite the contrary. High Beta, EM Equity, Smallcaps... Sounds like risk appetite is where it should be in a bull market. $SPHB $SPY $EEM $IWM https://t.co/SQJcTkYTn7

@murphychartsApr 9, 2026 · 12:54 AM

Emerging Markets look good no matter the denominator. $EEM $ACWX $SPY https://t.co/tm33zXgnpv

@murphychartsFeb 27, 2026 · 12:58 AM

China is the largest country weight in the MSCI Emerging Markets Index $EEM. The asset class is +14% YTD meanwhile China $FXI is -2%. China is even underperforming the struggling S&P 500 Index $SPY. The below ratios typically don't diverge for long - either China catches up or EM takes a breather...

@the_ai_investorFeb 18, 2026 · 4:12 AM

Druckenmiller's latest Duquesne moves scream macro rotation: - heavy into financials ($XLF) - equal-weight S&P ($RSP), Brazil/emerging ex-China plays ($EWZ calls), - adds in $GOOGL (+277%), $AMZN calls, $ENTG (semis), $AA (commodities rebound bet). Trims on consumer/volatile names like $ROKU (-29%), $EEM (-53%), $TEVA signal profit-taking from laggards. Classic Druck: leaning into US resilience + selective tech/AI while dialing back extended/emerging risks. No position in $NVDA? After previously exiting NVIDIA entirely (confirmed in earlier 13Fs + reports through late 2025), he hasn't re-entered in this update.

@unusual_whalesFeb 17, 2026 · 7:49 PM

BREAKING: Stanley Druckenmiller, Duquesne Family Office, has updated their portfolio: Added: $XLF, $RSP, $EWX calls, $AMZN Amazon calls, $EZ, increased $GOOGL, $CPNG, $NAMS, $AA, $ENTG. Decreased $ROKU, $FIGR, $NTRA, $TEVA, $SEI, $EEM. Full port here: https://t.co/35ThPfy7OO https://t.co/wCCjJL8Dwt

@datatrekmbFeb 17, 2026 · 6:45 PM

The year has begun right where 2025 left off, with 2 key differences. 1: US large cap Tech is posting outright losses vs muddling through. 2: Japan/EM have replaced Europe as ROW leadership. Read our full take by signing up free on https://t.co/pkogxvctiT! $EWJ $EEM $XLK $IEUR

@yasutaketinFeb 11, 2026 · 11:40 PM

$EEM 新興国ETF ATH https://t.co/xELl4oHJxc

@yasutaketinFeb 9, 2026 · 8:51 AM

チリも追加　韓国 > ペルー > チリ > 南ア > ブラジルやっぱ南米資源国に資金入ってるちなみに去年から米国 $SPY は新興国 $EEM にアンダーパフォーム https://t.co/BpWWLcp7FC

@yasutaketinFeb 6, 2026 · 8:48 PM

$EEM/ $SPY 相対チャート去年から、新興国が米株をアウトパフォームし始めてる https://t.co/8EDrqLPN5P

@yasutaketinFeb 6, 2026 · 8:47 PM

$EEM 新興国ETF 週足これも一月になってブレイクしてる https://t.co/MK1nrIu8gu

@leveraged_catFeb 2, 2026 · 5:07 PM

Coming back to my winners - $SOLS and $Q are all you need. Still feel it is early here $MU - not early here at all but i liked it before and i like it now. Think we have entered a new paradigm re: consumer device memory/storage footprints $EEM - tech heavy dxy hedge $COPX - we need a lot more copper

@leveraged_catJan 27, 2026 · 10:05 PM

$EMXC > $IEMG / $EEM if you want to avoid China yet still have broad exposure

@leveraged_catJan 27, 2026 · 9:52 PM

Much more history in $EEM, for reference - the ratio can go up for more than 1 year https://t.co/oRD6HUct8S

@gnoble79Jan 15, 2026 · 2:44 PM

🚨 THE GOLDEN AGE OF EMERGING MARKETS IS EXPLODING — RIGHT NOW! 🚨 Just unleashed the absolute FIRE interview on The Noble Update Podcast: Jay Pelosky (@jaypelosky) — the sharpest global caller out there — lays it all out in a TOUR DE FORCE. 🌍 EMERGING MARKETS ARE TAKING OVER THE WORLD Superior growth. Killer demographics. Cheaper valuations. Breakout charts. Bigger fiscal/monetary firepower. Robust earnings explosions. Investors are STILL massively UNDERWEIGHT EM. The rotation is accelerating — and it's going to run for YEARS. Proof in the pudding: Last year: $EEM +33% vs SPY +16% 2026 YTD: $EEM +3.3% vs SPY +0.7% THIS IS JUST THE BEGINNING. LOAD UP ON THESE RIGHT NOW (Jay’s high-conviction picks): 🇨🇳 China — massive upside 🇧🇷 Brazil — roaring back 🇪🇸 Spain + European banks — screaming value 🇯🇵 Nikkei + Japanese Yen — breakout mode Commodities — energy set to RIP behind gold, silver, copper supercycle The Tripolar World shift. Digital devouring physical. Global leadership changing hands. EM & commodities are entering their TRUE GOLDEN AGE — and the next few years will look NOTHING like the past decade. ARE YOU POSITIONED TO CAPTURE THIS HISTORIC WEALTH SHIFT… OR ARE YOU STILL SLEEPING ON IT? Hear the full explosive episode FREE now: https://t.co/10xjSS471b (or search “Jay Pelosky” on my Substack) Over 4,600 money-minded investors already locked in. Don’t miss the edge — the window is closing fast. Who’s riding this EM/commodities rocket with me? 💥🌏💰 RT if you're adding EM exposure. Tag a friend who needs this wake-up call. @jaypelosky — absolute legend.

@saxena_puruSep 18, 2025 · 9:38 PM

A History Lesson on Secular Cycles In late 1990s, US stocks were loved ("US exceptionalism" sentiment) and emerging markets were hated. The US bubble popped in March 2000 and over the next 7 years, $EEM tripled vs. no gain for $SPX. It took $SPX 13 years to decisively surpass its all-time high recorded in March 2000. $SPX bottomed in March 2009 and thanks to ZIRP + QE, US stocks recovered and $SPX finally broke out above its March-2000 peak in 2013. It is notable that in 2009-2010 (when US stocks were a screaming buy), hardly anyone wanted to own them. Back then, most market participants were enamoured by emerging markets equities. So, what happened next? Over the next 15 years, US stocks advanced and $EEM made no progress! Today, after a 12-year secular bull market in $SPX, the "US exceptionalism" sentiment is back and the majority is now convinced that the US is the only place to invest and after a 15 year secular bear market, emerging markets are dead. Anything can happen in the near-term but the reality is that the secular bull market in US stocks is now mature, valuations are rich and we are likely in the latter stages of this run. Conversely, the emerging markets are likely in the early stages of a secular bull market, valuations are low and sentiment is very negative. As sure as night follows day, at some point the pendulum will swing again and US stocks will enter a secular bear market and the emerging markets will be loved again. We are mindful of these secular cycles and have already started increasing our exposure to disruptive companies outside the US (which are trading at reasonable multiples), and we intend to reduce our US allocation further should we get a blow-off in 2026, which is looking likely given that the Fed is cutting rates amidst the AI boom, which is reminiscent of the internet boom in late 1998. Time will tell.