Visa and Mastercard probably keep hitting new all-time highs because the consumer is dead and no one can afford to buy anything.
There's truth to this.
If you are not in the trenches grinding it out to generate shareholder value today, you have an unserious adult daycare job
"LVMH is just French for Nike"
- @JeffMacke
Uh oh 👀
GOLDMAN SACHS TURNS BULLISH ON STOCKS AND BONDS
Goldman Sachs has upgraded equities to overweight over three months and bonds to overweight over 12 months.
The bank sees improving valuations, resilient earnings and easing inflation supporting markets into 2027.
Goldman favors AI-linked stocks and selective dividend plays, while warning that rising yields and geopolitical tensions could keep volatility elevated.
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From @AriWald this weekend, "This is the 6th longest of the 24 bull markets since 1932. Looking at the 5 prior bull markets that reached the 4-year mark, the median time remaining before the cycle peaked was 13 months.... The median 5th year return was 21%."
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Let's talk charts | The Morning Show
Good morning! Can you please give me your top reasons why the S&P500 closing at its highest level ever is somehow bad for investors? I promise I won’t laugh.
I can't believe it. Who could have possibly seen this coming...
The only group more insufferable than tech people is anti-tech bluesky users, who have been coming back to X in droves the last few weeks.
And they’re just discovering that the entire world got rich over the last two years while they were busy arguing with each other about politics and AI.
And they’re very, very angry.
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Letting football games end in a tie is communist. That’s the type of shit they do in other countries with their wimpy sports. This is America. Someone needs to win. Someone needs to lose and blame the refs.
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Those results 👀
What "innings" do you think the current bull market in stocks is in?
Historically, when this line is way down, it's a great time to be buying stocks. Are you going to bet that this time will be different?
The current conditions component in the UMich consumer sentiment index has fallen to an all-time low
Shoutout America!
Remember, when things are great, people go outside and enjoy their lives. When things are scary, they stay glued to the news. So if you're in the news business, whether it’s on basic cable or newspapers, which version of the world are you going to try to sell people?
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Energy is just 3% of the S&P500, 2% of the Dow (with only 1 Energy stock), and basically 0% of the Nasdaq100. Investors have collectively decided they don't need to own Energy. And when Energy becomes the strongest sector, those same investors will be crying the loudest. Watch.
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Dude
Yes, I know the world could be ending soon. But what if, and hear me out, what if we prepare for the possibility that it doesn’t? Just in case.
I really like how @StocktonKatie created this list
My favorite group. @MacroCharts getting a shoutout this morning!
It’s go time! @JC_ParetsX kicking off our latest Portfolio Accelerator NYC event.
