Mike Zaccardi, CFA, CMT
@mikezaccardi.bsky.social
π€ 18505
π₯ 8
π 6311
Financial writer. Markets & charts. Open to freelance or full-time work. 2 Corinthians 5:21
GS: Evidence from Academic Studies Suggests AI Adoption Boosts Labor Productivity by Around 24% on Average
about 7 hours ago
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GS: Techβs Employment Share Continues to Decline Relative to Its Long-run Trend
about 7 hours ago
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AI-affected industries seeing consistent job losses GS
about 8 hours ago
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GS: 18.9% of Firms Are Using Artificial Intelligence in Their Regular Business Functions (vs. 17.7% in January); 22.1% Expect to Use AI in the Next 6 Months
about 8 hours ago
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Oil futures surge by most in four months on rising U.S.-Iran fears, Russia-Ukraine deadlock
about 8 hours ago
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Return dispersion is very elevated vs. history
about 8 hours ago
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US Dollar Index $DXY $USD +1% last 10 years... middle of the range
about 8 hours ago
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57% of large-cap mutual funds are outperforming their benchmarks
about 9 hours ago
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Magnificent 7: Large-cap mutual funds were 710 bp underweight the Magnificent 7 in 4Q 2025
about 10 hours ago
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Mutual funds have reduced their cash allocations to their lowest on record.
about 10 hours ago
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$BKNG is the 2nd-highest-priced S&P 500 stock... splitting 25:1... so not for long $4305 ---> $172
about 11 hours ago
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$NVDA dead money... SPX flat this year... tightest early-year range going back decades
about 11 hours ago
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$NVDA dead money lately... earnings a week from tonight.
about 11 hours ago
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Nice little late ramp $SPY
about 11 hours ago
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$AAPL decouples from other tech stocks... 20-year low... Bloomberg
about 11 hours ago
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$VIX Near 20: Is the Stock Market Entering the Danger Zone? My Wednesday vol checkup on @stockcharts
articles.stockcharts...
Daily Chartbook
@pdunuwila
about 11 hours ago
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All 11 S&P 500 sector ETFs up YoY, but no 52wk highs today @koyfincharts
about 12 hours ago
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Tech-ish strong this morning... now $AAPL $GOOGL $META $TSLA $AVGO flat
about 12 hours ago
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$WMT down for a 2nd day ahead of earnings
articles.stockcharts...
@stockcharts
about 12 hours ago
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Five years later, Cathie Wood's $ARKK is still down over 50% since its 2021 peak
about 12 hours ago
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Foreign stocks $VEU matching for their best start to a year in the last 20
about 15 hours ago
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Defensive sectors in the red
about 15 hours ago
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GS: Boosting Q4 GDP Tracking to +1.7%
about 16 hours ago
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YTD: $SPY +0.3% $RSP +5.9% $MDY $IWM $IJR +8% $VEU +9.5% US large-cap growth -5% $GLD +15% $IBIT -23%
about 18 hours ago
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$GS is flat on the year (largest DJIA weight) $CAT +28% (price only through yesterday) @stockcharts $MSFT -16%... 2nd-worst Dow stock YTD.. $CRM worst @stockcharts
about 18 hours ago
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$NVDA scoots positive YTD... the only green one among the Mag 7 $CAT +34% in 2026 so far @finviz_com
about 18 hours ago
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Mag 7 ex $TSLA trades under 24x earnings @fundstrat @fs_insights
fsinsight.com/macro-...
about 18 hours ago
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I love Fidelity! Better customer service than Vanguard, better tools. I'm a fan of the Freedom INDEX funds too.
add a skeleton here at some point
about 19 hours ago
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Nasdaq Comp working on its worst month since last March.... infamous Feb 19 is tomorrow too... More on that tk from me on @stockcharts today
about 19 hours ago
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#natgas
a 2-handle for the first time in 4 months
about 20 hours ago
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Q4 GDP on Friday... market thinks +3.3% q/q saar @kalshi
kalshi.com/markets/k...
about 20 hours ago
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Dramatic Increase in the Number of Unicorns. Torsten at Apollo
#IPO
about 20 hours ago
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>1/3 consumers expect to pay down debt w/ refund 32% don't expect a refund... people enjoy being pessimistic these days BofA
about 20 hours ago
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oof... Tax refunds up just 1% vs. 2025 through 2/13 IRS reports avg return amt up 11% y/y BofA
about 20 hours ago
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Staples flows coming loose... Staples reversal: 2nd largest outflows from Staples stocks following recent record inflows... BofA
about 20 hours ago
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Supermarket inflation 2.9% YoY in February so far, +41% on the 6yr stack BofA Nielsen data
about 20 hours ago
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What matters today: Most CPI-based measures of underlying inflation remain above 2% BofA casting shade on Truflation
about 20 hours ago
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$JPM vs $WMT ... best day since the 2024 election yesterday More from me (on the latter):
articles.stockcharts...
@stockcharts
about 20 hours ago
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BlackRock's Big Calls Feb 2026
about 20 hours ago
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Costco stuns with its Nike sneaker drop that was popular with Generation X and Z $COST $NKE
@jeffmacke
@seekingalpha
about 20 hours ago
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Staples P/E highest since Big Mac and Sammy were hitting dingers. @soberlook
thedailyshot.com/sub...
about 20 hours ago
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ETF bull market continues.. GS via @soberlook @wallsthorizon
thedailyshot.com/sub...
about 20 hours ago
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4 sectors well in the red YTD @Koyfincharts
about 20 hours ago
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Dow up 10 straight months Bloomberg
about 20 hours ago
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VIX dips below 20... a vol below the 'danger zone,' which I will detail later today on @stockcharts $NVDA
#Fed
#tariffs
about 20 hours ago
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Nice gains in Europe today
about 20 hours ago
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Europe STOXX 600 more record highs
about 22 hours ago
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$SPY $QQQ +0.6% $IWM +0.5% Gold, silver, bitcoin up
about 22 hours ago
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$XRT Retail ETF flat-ish since September... little consumer names' earnings incoming More from me on @stockcharts
articles.stockcharts...
1 day ago
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GS Mfg Survey Tracker.. will S&P Global Flash PMIs for Feb print nicely (after the solid ISM Mfg PMI in January)? More tk on this topic from @wallsthorizon tomorrow @ChristineLShort
1 day ago
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