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Feb 19, 01:07
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@Oldtimers365 Schwinn
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No analysis
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Feb 19, 01:04
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@Sadie_NC Yes
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✓
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Batch analyzed (4 ideas in batch of 18)...
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Feb 19, 01:02
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@mrmikeMTL Yes, I am
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✓
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Batch analyzed (4 ideas in batch of 18)...
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Feb 19, 00:56
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Looking forward to joining @tomkeene and @ptsweeney for @bsurveillance tomorrow morning around 7am ET
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✓
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Batch analyzed (4 ideas in batch of 18)...
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Feb 18, 14:20
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December core cap good orders (blue) +0.6% vs. +0.8% prior (rev up from +0.4%); core cap goods shipments (orange) +0.9% vs. +0.2% prior https://t.co/RzE2LVNIZU
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 14:19
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December durable goods orders -1.4% m/m vs. -2% est. & +5.4% prior … orders ex-transportation +0.9% vs. +0.3% est. & +0.4% prior https://t.co/RvPBBTJqPi
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 14:19
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December housing starts +6.2% m/m vs. +1.1% est. & -4.6% in October (no November data) … building permits +4.3% vs. +0.4% est. & -0.3% in October https://t.co/22iYwAHjZl
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 12:43
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Sectors’ percentage of stocks trading at various period new highs https://t.co/G3Ua95qZjN
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 12:42
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Performance: sectors/indexes yesterday and MTD/YTD https://t.co/q9o3LZGjqn
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 12:39
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Index tables and Mag7 chart/table updated thru yesterday’s close https://t.co/uSQ3fHmACM
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 12:34
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Global equity ETFs dominated last week with >$11B in inflows ... U.S. large caps saw largest outflow, while all other equity segments saw net inflows
@DataArbor https://t.co/ZbKqe9zvhZ
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 12:33
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6m capex expectations continue to rebound sharply for firms surveyed by @NewYorkFed … as of February, series rose to highest since February 2023 https://t.co/Hb3O0bmLy8
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 12:32
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Large speculators remain a tad net bullish on small caps with Russell 2000 futures positioning still positive for now https://t.co/WqrorxguDc
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 12:31
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Adjusted for ISM methodology, Empire Manufacturing Index ticked up to 52 in February https://t.co/5pCx0T00rR
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 18, 12:31
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Large speculators remain net short S&P 500 futures (haven't been net positive since beginning of 2025) https://t.co/OysfyoNsnl
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 21:30
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Our latest @Insights report has published, in which @KevRGordon and I tackle the latest of the “3 Cs” of #AI phases: Cascade … including the disruptors and disrupted, and the “sell first, research later” mentality whipping thru markets
https://t.co/Nc8LIuWzea
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 16:31
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After Australia's first-of-its-kind social media ban for adolescents under 16 came into effect in December, more countries in Europe and elsewhere are taking steps to implement their own restrictions (gotta admit I sometimes wish it was banned for me)
@StatistaCharts https://t.co/EI24bskfhY
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Batch analyzed (3 ideas in batch of 50)...
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Feb 17, 16:01
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February @NAHBhome Housing Market Index down to 36 vs. 38 est. & 37 in prior month … future single family sales component saw largest drop out of all categories (down 3 points) https://t.co/LRVKmAuCKz
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✓
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Batch analyzed (3 ideas in batch of 50)...
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Feb 17, 14:31
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Profitability is back in vogue: after non-profitable R2 stocks handily outperformed profitable ones, this year has been flipped
Source: @Bloomberg, as of 2/13/2026. Profitable companies have trailing 12-month earnings per share greater than $0. Indexes are unmanaged, do not https://t.co/bFKz6NGR10
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 14:23
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Private ADP payrolls added an average of 10,250 jobs per week for four-weeks ending Jan. 31…third consecutive week of higher job gains @AdpResearch https://t.co/4Csq59vJ8g
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 13:36
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February Empire Manufacturing Index down to +7.1 vs. +6.2 est. & +7.7 prior … new orders +5.8 vs. +6.6 prior; shipments -1 vs. +16.3 prior; prices paid +49.1 vs. +42.8 prior https://t.co/xyCo2aLDcG
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 12:33
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Sectors’ percentage of stocks trading at various period new highs https://t.co/eTjny8k3zH
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 12:32
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Performance: sectors/indexes Friday and MTD/YTD https://t.co/CAsEDmuaa1
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 12:32
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Performance: index tables and Mag7 chart/table updated thru Friday’s close https://t.co/3XGHnirDxP
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 17, 12:30
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MA breadth charts updated thru Friday’s close https://t.co/dfUsH3cN8A
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✓
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Batch analyzed (2 ideas in batch of 50)...
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Feb 15, 19:56
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Me, too https://t.co/EZmCVmxMJe
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✓
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Batch analyzed (3 ideas in batch of 50)...
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Feb 13, 17:04
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Our latest #OnInvesting podcast episode has dropped, on which @KathyJones and I chat about the latest jobs report, the Fed’s reaction function, and the recent turmoil amid AI’s “cascade” phase https://t.co/jDH0jTjxxF
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Podcast episode discusses the latest jobs...
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Feb 13, 13:54
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https://t.co/YK90QJZqgl
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The tweet contains only a...
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Feb 13, 13:53
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CPI airfare component +6.5% m/m in January … largest jump since May 2022 https://t.co/acO2vCjE69
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CPI airfare component...
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Feb 13, 13:53
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Supercore CPI eased to +2.67% y/y in January https://t.co/kG71ydPeI8
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Supercore CPI...
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Feb 13, 13:53
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Used cars and trucks component in CPI fell by 2% y/y in January … swift move lower over past several months https://t.co/LjTX7TDwGg
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✓
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The used cars and...
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Feb 13, 13:52
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January CPI #inflation +2.4% vs. +2.5% est. & +2.7% prior; core +2.5% vs. +2.5% est. & +2.6% prior https://t.co/c3a3H6jy7M
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✓
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The tweet reports January CPI and...
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Feb 13, 10:57
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Performance: sectors/indexes yesterday and MTD/YTD https://t.co/9Q8SqQa54F
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No analysis
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Feb 13, 10:56
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Performance: index and Mag7 tables updated thru yesterday’s close https://t.co/ZkeJRrsH3b
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No analysis
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Feb 13, 10:44
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MA breadth charts updated thru yesterday’s close https://t.co/JjSb3CjuhD
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No analysis
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Feb 13, 10:41
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As of 4Q25, age group with most household debt was 40-49 year-olds at $4.88 trillion (followed by 30-39 year-olds at $4.15 trillion) per @NewYorkFed data
@DataArbor https://t.co/Q06r1xfKMm
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No analysis
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Feb 13, 10:40
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Home price growth remains relatively firm ... median price of existing single-family home increased by 1.68% y/y in January (slower pace relative to last year) https://t.co/vlxkz3xPdX
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No analysis
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Feb 13, 10:40
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Monthly supply of existing homes ticked up slightly in January and remains in a choppy uptrend https://t.co/ACEt8PK4mj
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No analysis
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Feb 13, 10:40
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Federal initial jobless claims have come back towards more normal levels ... a bit elevated relative to history but still far from peak seen last year https://t.co/NGkca2CxhG
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No analysis
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Feb 13, 10:39
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Year/year growth in existing home sales reversed sharply in January ... back in negative territory and down to -4.4% https://t.co/XawjCtEsfT
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No analysis
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Feb 12, 23:12
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Yup https://t.co/54M67hbHjT
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No analysis
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Feb 12, 22:12
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For early birds out there (or folks just coming home from a Thursday night out), I’m looking forward to joining @MorganLBrennan on @CNBC for #WorldwideExchange around 5am ET tomorrow morning
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No analysis
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Feb 12, 19:07
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January existing home sales -8.4% vs. -4.6% est. & +4.4% prior (rev down from +5.1%) … median price up 0.9% y/y to $396,800 https://t.co/32oWmilwmv
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No analysis
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Feb 12, 18:17
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As a Norwegian, and American mom of athletes, this really resonated https://t.co/4GRTqieDOk
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No analysis
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Feb 12, 14:59
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Looking forward to joining @SchwabNetwork for #MorningTradeLive around 10:20am ET this morning
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No analysis
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Feb 12, 14:42
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Initial jobless claims 227k vs. 223k est. & 232k prior; continuing jobless claims 1.862M vs. 1.85M est. & 1.841M prior … greatest increases in PA (+5.3k), NY (+3.1k), & MO (+2.8k); greatest decreases in NE (-2.1k), VA (-980), & OK (-679) https://t.co/0RvdSzaVM4
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No analysis
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Feb 12, 12:39
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Sectors’ percentage of stocks trading at various period new highs https://t.co/wNsJvBQ56l
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No analysis
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Feb 12, 12:36
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Performance: sectors/indexes yesterday and MTD/YTD https://t.co/9MOjdpUOWs
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No analysis
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Feb 12, 12:36
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Performance: index tables and Mag7 chart/table updated thru yesterday’s close https://t.co/UEk3dUPsPj
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No analysis
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Feb 12, 12:35
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MA breadth charts updated thru yesterday’s close https://t.co/hLOOg484y7
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No analysis
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Feb 12, 12:33
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Uptick in average weekly hours worked in January kept series in its relatively tight range over past couple years (below average seen in cycle leading up to pandemic) https://t.co/xNMLQkpz9y
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No analysis
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Feb 12, 12:32
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Since right before pandemic, foreign-born labor force (orange) has grown by 18.2%, while native-born labor force (blue) has grown by just 1.4% https://t.co/iO4K3lbDVA
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No analysis
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Feb 12, 12:32
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One blemish in January jobs report was lack of meaningful decline in median duration of unemployment https://t.co/1EqCmIgv76
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No analysis
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Feb 12, 12:32
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3m annualized change in average hourly earnings remained firm at +3.5% in January ... above longer-term average but down considerably from highs in post-pandemic cycle https://t.co/0HXQd5Sqbw
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No analysis
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Feb 12, 12:31
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Prime-age labor force participation rate rose to 84.1% in January ... highest since March 2001 https://t.co/PWCO4NcLFJ
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No analysis
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Feb 11, 16:50
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Must see TV https://t.co/kLIImCVK7b
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No analysis
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Feb 11, 14:14
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Household survey +528k in January vs. +232k in prior month https://t.co/6CL5GZNOLO
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No analysis
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Feb 11, 14:09
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Average hourly earnings +3.7% y/y in January https://t.co/9cnspXXZwk
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No analysis
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Feb 11, 13:45
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Employment/population ratio ticked up in January to 59.8% https://t.co/Z0xun7mDQy
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No analysis
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Feb 11, 13:44
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January labor force participation rate up to 62.5% … rate for men up to 67.8%; rate for women up to 57.5% https://t.co/xHSlItPY4Q
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No analysis
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Feb 11, 13:44
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https://t.co/ivjSn6akSi
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No analysis
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Feb 11, 13:44
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In January, temporary layoffs (orange) fell but permanent job losses (blue) rose https://t.co/GuWzrjv9Ir
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No analysis
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Feb 11, 13:34
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January unemployment rate down to 4.3% vs. 4.4% prior https://t.co/WvWKboal5p
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No analysis
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Feb 11, 13:33
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January nonfarm payrolls +130k vs. +65k est. & +48k prior (rev down from +50k) https://t.co/Gpokwm618r
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No analysis
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Feb 11, 13:10
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This year’s Value to Growth rotation also visible in major regions outside U.S.: directionally all major regions exhibit same trend, with differential in Canada and U.K. comparable to that in U.S.
@SPDJIndices https://t.co/U3BW5hm1Go
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No analysis
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Feb 11, 13:09
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Value-to-Growth rotation showed more staying power yesterday, as S&P 500 Value held flat while Growth -0.6%, pushing YTD performance differential to 5.6%; trend most pronounced in large caps, but Value is outperforming across entire market-cap spectrum
@SPDJIndices https://t.co/SWCgU06pkA
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No analysis
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Feb 11, 12:35
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Sectors’ percentage of stocks trading at various period new highs https://t.co/GMXQy7OvfK
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No analysis
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Feb 11, 12:34
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Performance: sectors/indexes yesterday and MTD/YTD https://t.co/o7A7OsdxBg
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No analysis
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Feb 11, 12:32
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Performance: index tables and Mag7 chart/table updated thru yesterday’s close https://t.co/BcRXR3qdxp
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No analysis
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Feb 11, 12:32
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MA breadth charts updated thru yesterday’s close https://t.co/FEKJOuWOH9
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No analysis
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Feb 11, 12:30
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As of 2025, states with highest average annual premium for homeowners' insurance were Nebraska, Louisiana, and Florida (all > $5,500)
@DataArbor https://t.co/CZ53nBf1WC
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No analysis
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Feb 11, 12:29
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Retail sales control group saw decline of 0.1% in December ... activity decelerated sharply throughout quarter given a relatively strong start of nearly +0.5% in October https://t.co/3W6VH3vXn2
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No analysis
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Feb 11, 12:29
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Employment Cost Index softened to +0.7% q/q in fourth quarter of 2025 … back to average right before pandemic https://t.co/tkOMBWlKmg
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No analysis
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Feb 11, 12:28
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Restaurant and bar spending continued to soften in December ... 3m moving average of growth in retail sales for sector decelerated and fell below 0.2% https://t.co/XY2emZh5rF
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No analysis
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Feb 11, 12:28
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There are two states (California and Florida) where homeowners are spending at least 30% of their income on housing ... North Dakota is on the opposite end with a share of 15.1%
@DataArbor @uscensusbureau https://t.co/AZchsjJniT
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No analysis
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Feb 10, 23:16
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Bloomberg formula was incorrect for contribution rank column … this has now been fixed https://t.co/cYCXgelIqN
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No analysis
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Feb 10, 18:00
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GDPNow model (a “nowcast,” not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0
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No analysis
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Feb 10, 16:41
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Must see TV https://t.co/b0n7keXZow
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No analysis
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Feb 10, 13:48
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Some sector highlights (prior month):
Building materials +1.2% (+1.2%)
Sporting goods +0.4% (+0.9%)
E-commerce +0.1% (0%)
Motor vehicles, parts -0.2% (+1.2%)
Electronics -0.4% (+0.2%)
Clothing -0.7% (+0.5%)
Furniture -0.9% (-0.1%) https://t.co/mEpGdfnK2N
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No analysis
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Feb 10, 13:34
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December retail sales 0% vs. +0.4% est. & +0.6% prior; control group -0.1% vs. +0.2% prior (rev down from +0.4%); ex-autos 0% vs. +0.4% prior (rev down from +0.5%) https://t.co/BbJwHL35ne
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No analysis
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Feb 10, 12:48
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Sectors’ percentage of stocks trading at various period new highs https://t.co/VfkiIuFlIs
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No analysis
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Feb 10, 12:47
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Performance: sectors/indexes yesterday and MTD/YTD https://t.co/3hwSSNw3CF
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No analysis
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Feb 10, 12:47
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Performance: index tables and Mag7 chart/table updated thru yesterday’s close https://t.co/e3xytm6PeN
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No analysis
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Feb 10, 12:46
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MA breadth charts updated thru yesterday’s close https://t.co/nLG9qzfCLb
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No analysis
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Feb 10, 12:45
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As of January, taxes (which is how businesses often categorize tariffs) remained most important issue for small businesses per @NFIB survey https://t.co/45mzBAQeUX
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No analysis
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Feb 10, 12:44
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January @NFIB Small Business Optimism Index down to 99.3 vs. 99.8 est. & 99.5 prior … net % of respondents expecting a better economy ticked down to 21%; percentage saying it’s a good time to expand rose to 15%; uncertainty index rose back up to 91 https://t.co/UtJpmFz4qk
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No analysis
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Feb 10, 12:42
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U.S. large caps dominated inflows last week, followed by global equities and consumer cyclicals ... high yield bonds saw most outflows, but broader fixed income universe was still positive
@DataArbor https://t.co/l0soXmQF4S
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No analysis
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Feb 10, 12:42
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Share of households expecting to be in a worse financial situation a year from now ticked up in January and has been elevated over past year per @NewYorkFed https://t.co/fGqXylhwzD
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No analysis
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Feb 10, 12:41
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Consumers still showing concerns over labor market, with average of nearly 42% expecting higher unemployment in next year per January @NewYorkFed survey https://t.co/ykN7Bdc2C0
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No analysis
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Feb 10, 12:40
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Quarter-to-date, Energy sector is outpacing S&P 500 by nearly 19 percentage points … best since first quarter of 2022 and one of best performance spreads (as of now) since 2000
[Past performance is no guarantee of future results] https://t.co/1vvb9Qf0Mh
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No analysis
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Feb 10, 12:39
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Per @NewYorkFed survey, as of January, consumers’ median 1y inflation expectations moved down to 3.09% https://t.co/y6Jab93CyT
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No analysis
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Feb 09, 22:00
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This @VisualCap graphic shows Numbeo’s Global Cost of Living Index (measures price of everyday expenses, including rent, relative to NYC baseline of 100; if country has an index score of 80, prices are 20% lower than in NYC; scores above 100 indicate higher everyday costs; while https://t.co/qyPDwGu8qn
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No analysis
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Feb 09, 13:43
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Search term per @Google with largest recent change was “job boards” with 12w moving average of increasing to 65.75 for week of 2/1/2026 (highest level over this period (4/25/2021 to 2/1/2026); 12w moving average for “unemployment insurance” and “filing for unemployment” recently https://t.co/c3SrrVdIwh
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No analysis
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Feb 09, 13:38
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S&P 500 Equal Weight, S&P MidCap 400, and S&P SmallCap 600 all hit records on Friday, and so did Dow, which also surpassed 50,000 level for first time ever Friday; although Dow is almost 130 years old, it has evolved over decades ensuring that it continues to reflect trends in https://t.co/TPld21YCbO
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No analysis
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Feb 09, 13:37
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Flight to value was unmistakable last week in factors; S&P 500 Pure Value +4.0%, while S&P 500 Growth slumped 2.1%; yield-seeking behavior also dominant theme, with S&P 500 Dividend Aristocrats and Dow Jones U.S. Select Dividend index +3.5% and +3.3% respectively; Momentum https://t.co/PIATPiBp37
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No analysis
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Feb 09, 13:12
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This week’s data dump https://t.co/x3SjLyUBxA
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No analysis
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Feb 09, 12:44
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Americans expect the stock market (50%) and economy (49%) to improve over the next six months but predict higher inflation (62%) and unemployment (50%) @Gallup https://t.co/n8pQ2GIAHd
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No analysis
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Feb 09, 12:41
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Sectors’ percentage of stocks trading at various period new highs https://t.co/faW3KycCYL
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No analysis
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Feb 09, 12:40
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Performance: sectors/indexes Friday and MTD/YTD https://t.co/Va43pvb3C4
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No analysis
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Feb 09, 12:40
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Performance: index tables and Mag7 chart/table updated thru Friday’s close https://t.co/dsxdzwTjL2
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No analysis
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Feb 09, 12:38
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MA breadth charts updated thru Friday’s close https://t.co/TaLcy8tJJh
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No analysis
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Feb 09, 02:12
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Budweiser commercial … #horse … #eagle … set to #Skynyrd … #GOAT
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No analysis
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Feb 07, 22:12
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A nothing-to-see-here fivefecta https://t.co/cLDdKLYCxj
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No analysis
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Feb 06, 15:47
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UMich 1y inflation expectations (blue) down to 3.5%; 5-10y expectations up to 3.4% https://t.co/IgEagLaoBU
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No analysis
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Feb 06, 15:47
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February @UMich Consumer Sentiment Index up to 57.3 vs. 56.4 prior … current conditions up to 58.3 vs. 55.4 prior; expectations down to 56.6 vs. 57 prior https://t.co/EKVtAypfUv
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No analysis
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Feb 06, 14:05
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Great visual https://t.co/yf2YnLCTow
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No analysis
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Feb 06, 14:04
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Our latest #OnInvesting podcast episode has dropped, on which @KathyJones and I riff on markets (especially volatility on equity side), and I sit down with always-insightful Dennis DeBusschere (yes, that last name) @DDeBusschere22V https://t.co/lRIjyiW0Ld
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No analysis
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Feb 06, 12:42
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Sectors’ percentage of stocks trading at various period new highs https://t.co/omJNNNVUVf
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No analysis
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Feb 06, 12:41
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Performance: sectors/indexes yesterday and YTD https://t.co/5RZoIuKMsK
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No analysis
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Feb 06, 12:37
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Performance: index tables and Mag7 chart/table updated thru yesterday’s close https://t.co/SjFD2MNyqu
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No analysis
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Feb 06, 12:36
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MA breadth charts updated thru yesterday’s close https://t.co/RY3NfwSR3G
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No analysis
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Feb 06, 12:29
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Quits rate was unchanged at 2% in December per JOLTS data https://t.co/pHbYCzCir3
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No analysis
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Feb 06, 12:29
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Relative to S&P 500, Tech sector has wiped out all gains since last June
[Past performance is no guarantee of future results] https://t.co/AESHrZcPqG
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No analysis
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Feb 06, 12:28
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Early days but if Russell 2000 outperforms S&P 500 in February it will be second consecutive month, which hasn’t happened since early 2024
[Past performance is no guarantee of future results] https://t.co/atdYIAzKdu
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No analysis
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Feb 06, 12:28
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Tech industry job cut announcements jumped sharply in January … up near higher end of range over past few years https://t.co/mXhyYetDZi
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No analysis
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