Mike Zaccardi, CFA, CMT
@mikezaccardi.bsky.social
📤 12061
📥 13
📝 3015
Financial writer. Markets & charts. Open to freelance or full-time work. 2 Corinthians 5:21
New year, same odds. 72% chance it'll be a Kevin @kalshi #Fed
kalshi.com/markets/k...
about 7 hours ago
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Wow all week $9.99/lb USDA Choice. @TheFreshMarket I got two more this morning.
about 7 hours ago
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US Truflation falling like a rock.. from 2.7% to 1.95% in a few weeks @fundstrat
about 7 hours ago
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Santa's not dead yet
about 8 hours ago
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Got my 2026 supply of coffee this morning... each of these was $0.86 on clearance. Did the same thing NYD last year, and just getting through that stash now.
about 11 hours ago
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Wow the Real Estate sector was negative in 2025? oof (price only, not the sector ETFs)
about 11 hours ago
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AI chip boom to push global consumer electronics prices up in 2026 @seekingalpha
about 11 hours ago
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Bullish sentiment inches up ahead of 2026, shows latest AAII survey
about 11 hours ago
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The U.S. box office is poised for a comeback - here are the biggest movies of 2026
seekingalpha.com/new...
@seekingalpha
about 11 hours ago
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Where are we in the business cycle? Fidelity thinks "Late"
about 13 hours ago
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The S&P 500 is expensive (perhaps deservedly so), while everything is close to the 10-year average P/E NWM
about 14 hours ago
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Percent of consumer debt in delinquency has risen, but only to pre-pandemic levels (which were historically low) NWM
about 14 hours ago
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Bond yield and future returns... pretty good relationship NWM
about 14 hours ago
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Valuation matters little in the short run, but quite a bit in the long run NWM
about 14 hours ago
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S&P 500 = 50% asset light vs. 70% manufacturing in 1980
about 16 hours ago
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Growth beat Value by just 4ppt in 2025 BofA
about 19 hours ago
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BofA: S&P 500 trades rich on almost everything...19 of 20 valuation metrics stretched The S&P 500 is statistically expensive on 18 of 20 metrics and has never been more expensive on Market Cap to GDP, P/BV, P/OCF and EV/Sales.
about 19 hours ago
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Savita BofA: No way to sugar coat it: the S&P 500 is expensive
about 19 hours ago
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Bitcoin steady $88k to begin 2026 @stockcharts
about 19 hours ago
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US Economy Enters 2026 in Great Shape... Weekly data for GDP and same-store retail sales are showing no signs of a slowdown in the US economy Torsten at Apollo
about 19 hours ago
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The S&P 500 has annualized a 14.06% return over the last 15 years
1 day ago
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All J.P. Morgan's top stock picks for 2026
1 day ago
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Netflix scores again with record-setting viewership for its Christmas NFL games @seekingalpha
1 day ago
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Nvidia, AMD likely to make headlines at CES amid 'AI Revolution,' Wedbush says @divestech @seekingalpha
1 day ago
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2yr/10yr spread ends 2025 at its steepest since January 2022... 69bps
@CNBC
1 day ago
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And your 2025 S&P 500 winners, Bloomberg.
1 day ago
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S&P 500 losers in 2025, Bloomberg.
1 day ago
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Your official 2025 performance numbers, Bloomberg.
1 day ago
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Couldn't pass up this ribeye from @TheFreshMarket today.. $10.50 for that well-marbled badboy
1 day ago
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Mortgage rates fell 0.87 percentage points this year. Good news! 7.07% to 6.20%
1 day ago
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S&P 500 down on the final trading day of each of the past 5 years. First time. From
@RyanDetrick
1 day ago
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Nasdaq Composite logs its third-straight year of 20%+ gains +130% from the October 2022 low.
1 day ago
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The S&P 500 Index ends its monthly winning streak, down 0.05% in December.
1 day ago
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For December, $SPY returned 0.12%
1 day ago
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Tech & Comm Services were the top S&P 500 sector ETFs in 2025 $XLK +24.6% $XLC +23.1% $XLRE $XLP worst, up 2%
1 day ago
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The S&P 500 was up 16.4% in 2025. It returned 17.9%. Nasdaq Composite +20.4% $IWM +12.7% (total return) $VEU +32.5% (total return)
1 day ago
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$GOOGL best Mag 7 stock this year... +66% $NVDA +39% AI names in Indusrials, Utilities very strong, despite recent stumbles
1 day ago
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Stocks, bonds, commodities... all down a bit on this final session of 2025 @finviz_com
1 day ago
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2025 returns: $EEM +34% $EFA +32% @KoyfinCharts
1 day ago
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All sectors red ahead of the ball drop @stockcharts ICYMI: My 5 Charts That Will Define Markets in 2026 article is out there... @stockcharts
articles.stockcharts...
1 day ago
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$TLT also losing steam as we close out 2025
1 day ago
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Where's Santa? SPX LoD, poised to end the year near 6850
1 day ago
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Bitcoin has 8 hours left to rally $13k to get back to $100k by year-end (NY time)
1 day ago
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Traders believed 2025 US inflation would be near 3.5% earlier this year, but likely to verify near 2.8% @kalshi
kalshi.com/markets/k...
1 day ago
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GS: So Far, AI Investment Has Not Had a Major Impact on GDP
1 day ago
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GS: The AI Spending Boom Is Not Too Big Relative to Investment Cycles Associated With Other General Purpose Technologies GS Bankers Report that Clients Expect Modest AI-Driven Headcount Reductions over the Next Year, Moderate Headcount Reductions Over the Next Three Years
1 day ago
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GS: Global Central Banks Continued to Ease Policy Rates in 2025; We Expect Further Easing in 2026 Concerns Around Data Quality and Central Bank Independence Were a Focus in 2025 (and Will Likely Remain Top of Mind in 2026)
1 day ago
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GS: Labor Markets Have Softened Across DMs DM Core Inflation Remained Above Target in 2025, but We Expect Renewed Progress in 2026
1 day ago
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Some of Goldman's Top 10 charts of 2025... 2025 Global Growth Forecast Fell Drastically Following “Liberation Day” but Ultimately Held Up At An Estimated 2.8% An Almost Unprecedented Rise In the US Effective Tariff Rate, Although Much of the Increase Subsequently Reversed
1 day ago
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Drop that ball! 5 Charts That Will Define Markets in 2026. Happy New Year! My year-end @stockcharts Technical Take:
articles.stockcharts...
@dailychartbook
@pdunuwila
1 day ago
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