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Welcome to The Robot Almanac, Morgan Stanley’s new series exploring the rise of robotics and physical AI through 2050. Watch the introduction now and subscribe for future episodes.
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In a recent #almanacofrap# episode, @oranicuhh revealed her ONE AND ONLY dream collaboration 👀and they need to get in the studio ASAP. 🎙️ 📺 FULL PODCAST:
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Today's Chart of the Day was shared by @AlmanacTrader In October during midterm years, the S&P 500 has averaged a 3% gain and finished higher nearly 74% of the time since 1950. Get the full details in today's report plus more great charts. ⬇️
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Santa outlook? (Not the traders almanac version jeez because who cares about that one)
The same stock market cycles have repeated for decades and no one tracks them better than Jeff Hirsch (@AlmanacTrader). We sat down to discuss how to position for midterm seasonality, why the next 6 months are so bullish, his favorite sectors heading into 2027, and his views on the AI boom. Jeff has been at the top of his game for a long time and he continues to bring high level historical perspective to markets. TIMESTAMPS: 0:00 - Where are we in the cycle? 0:30 - AI super boom 3:02 - Midterm-year sweet spot 6:42 - Bond yields at 5% 9:19 - Split Congress and stocks 10:40 - AI earnings beat everything? 11:40 - Does seasonality still matter? 14:35 - Tech concentration 16:25 - Turning bearish 19:07 - Lessons from super booms 21:00 - Favorite sectors 22:30 - Small caps 25:25 - MACD signal 27:57 - The bear case 29:03 - What we could be wrong about 29:47 - Follow Jeff
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‘MOANA 3’ is in the works. Jared Bush and Dana Ledoux Miller will write the script. (Source: @almanaquedisney)
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Flying cars may sound like science fiction, but the future of our skies is already taking shape. What happens when technology transforms how we move through the air? Explore the possibilities in The Robot Almanac:
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“We think historians of the future are going to write about this time,” Global Embodied AI/Robotics Strategist Adam Jonas told @BloombergTV’s @EdLudlow. Go deeper with Adam in The Robot Almanac:
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If you want to receive weekly updates on Hermes, I encourage you to sign up for the @witcheer almanac. A lot of good resources in there