Mike Zaccardi, CFA, CMT ๐
@MikeZaccardi
Financial writer. Markets & charts. Subscribe for exclusive charts, direct engagement, and a follow-back. Open to freelance or full-time work.
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$VIX lowest since January
Midterm year seasonality: The bottom is actually at the end of June... Merrill
In the post-war period, the S&P 500 has delivered positive total returns post-election 100% of the time over both 6- and 12-month horizons, averaging 14.9% and 18.3%, respectively.
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The path to a Fed rate hike next week... check check and check. McKee Bloomberg
GS: The Economy Is Not Experiencing Macroeconomic Overheating, Which Is The Strongest Rationale for Raising Interest Rates
TOM LEE: Margin debt likely to be a headwind later this year $SPY @fundstrat @fundstratdirect
We should hear more about Warsh's Fed task forces this week @fundstrat @fundstratdirect
Tom Lee turns bullish $IGV for a few reasons... @fundstrat @fundstratdirect
Of the 449 companies that have reported so far (90% of the S&P 500):
Overall, 86% are beating estimates, and those that โbeatโ are beating by a median of 6%
@fundstrat @fundstratdirect
28.1% blended EPS growth rate
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FT chart needs updating...
