Interesting case. If you can figure out that it was only a few accounts you might be able to sue unknown people for insider trading against you. Go SIG!!! idk

@matt-levine.bsky.social I assume you have seen this but if not I think you will like it SIG is suing unknown entities for insider trading assets.bwbx.io/documents/us...

Haven't posted these in a bit. The rotation you have hopefully noticed seems to be very real across these and a stack of other charts we look at. The last chart in this thread gives some hope that it continues SP500/SP500 Equal Weight Ratio

All these factories going up........

I had no expectations going in so Pressure was a good surprise. Interesting and well done WW2 movie about when to go in on D-Day. If you're interested in WW2, weather, or bad stats then you will enjoy it as well.

SP500/SP500 Equal Weight Ratio

I would say that history is going to remember him as a hack. But history wont remember him as anything

Ebola for the humans, screwworms for the cattle, and cwd-chronic wasting disease for the deer. Good times

@alexrubalcava.bsky.social LA high speed chase ktla.com/news/local-n...

lol

Artists are dropping off the Great American State Fair concert schedule every day. Wonder who actually ends up performing

A lot of you were not even born last time Japan saw 10-Yr yields up here and yes it makes me feel old af to say that since it was last there in 1996 aka 30 years ago

Some global 10-Yr yields

The U of Arizona clips of everyone booing Eric Schmidt are hilarious The voting that will be coming down the road against big tech is going to be crazy Might be the first thing since WW2 that actually unites the people for a common cause lol

Since hitting a low of 1% on 4/20/26 the % of SP500 stocks hitting 20-Day lows has been climbing and hit 27.5% yesterday despite the SP500 hitting a new ATH

Misery Index is finally starting to pop a bit. Can you imagine how bad the \ part of the K will be when this gets even to the historical average (red line)? datacenter/ai build is going to run into a brick wall when/if this gets going. The people are not happy

If you are into cycles... CPI is still tracing it out

TSA Daily Checkpoint numbers are down -1.40% YoY after peaking back in March.

This "yield index" was one of the first things I ever did in Excel while figuring out yield curves (2000 or 2001?) Not exactly cutting edge but as a trend tool it has been more useful than something this simple has any business being Anyways as with most yield charts it's pointing to higher yields

Semis seem to have caught up with Semi Billings

Sun Tzu has rolled so much in his grave he has probably dug to the earths core by now

🚨New paper. 🧵Our baseline estimate implies that preserving trust in the integrity and quality of official statistics generates economic benefits of about $25 for every $1 spent on the U.S. Bureau of Labor Statistics's budget. cc: @nickbloom.bsky.social, @ericagroshen.bsky.social, #econsky

I am not sure if AI is in a clear bubble because none of the AI companies have put AI on their board, or if the top can't be in until they put AI on their board. But the fact that AI is not all over the place in the age of AI is kind of sad. Iverson is a legend

Some Index Ratios

I can get on team Plumbert. He seems like a real g.

Seems normal enough

do we have polls over here? doesnt look like it

He won't leave until it is truly 100% dropped and in the rear view mirror. Donald "Jesus" Trump did this to himself

Feb 11th was the Pam Bondi top and it has not been hit since. Feb 12th was the last day that the Dow even touched 50k What a game

Hope your passports dont expire for a while cause this is coming. not joking sadly

I knew Melo was from Baltimore but today I learned he is literally from the low rises.

Time is a circle

I wish #OOTT was more active over here

You will know the top is in when the book comes out "Make Millions Using The Returnsmaxxing Trading Strategy"

Which means it would take at least 1-2 months to be safe, and maybe 6+. And this late in the game any of those timeframes will be really bad. . Next 12 months should be fun

So is it easier or harder to hit earnings if you sell 18% of one of your models to your other companies? Asking for a friend www.bloomberg.com/news/article...

The fishing in the strait has to be awesome right now

Avg Investor Equity Allocation is at 55.1% Historically this points to the worst forward 10-Yr returns since 1951 (beginning of the data)

you can make it pretty far in life by just not being an annoying dickhead. which is why it's strange that so many people seem to be dickheadmaxxing

AMAZING: Iran has vibecoded a replacement to Bloomberg where every time you exceed data limits, they fire a Shahed at your office! Will this finally end the Terminal?

TSA data is up a whopping +0.67% YoY using the 10-Day smoothing

In response to this

there are no negotiations there will be no negotiations-at least not in this stage there will be bombings

what talks?

all while they are prepping the Freedom Doritos and other planes and stuff. tomorrow is wednesday not tuesday. tacos go for full price on wednesdays

A bit over a day now before the Freedom Doritos get back to work.

Beverly Hillbillies loving life right now I hear Jed Clampett the 3rd is ordering a new G700 right now

Cade is a complete baller. Hope this dude gets a few rings

Retail Sales up 3.97% YoY Retail Sales Gas Stations up 18.09% YoY Retail Sales Ex-Gas Stations up 2.89% YoY Retail Sales up 1.66% MoM Retail Sales Gas Stations up 15.45% MoM Retail Sales Ex-Gas Stations up 0.61% MoM

TSA Checkpoint Travel Numbers are at +0.88% YoY Can't seem to stay above 2% growth for more than a few weeks