@Rob_Hager

Private Investor, Former Coach

 Rancho Mirage, CA
robhager.com
Joined March 2010
  • Tweets79.7K
  • Following936
  • Followers4.3K
29KMedia
Baker Hughes Oil Rig Count - @SoberLook @bakerhughesco
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Consolidated Equity Positioning - @SoberLook @DeutscheBank
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Japan Household Credit Demand - @SoberLook
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Michigan Consumer Sentiment Index - @SoberLook @UMich
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Rob Hager retweeted
FactSet
@FactSet15h
The forward 12-month P/E ratio for $SPX is 18.7, which is below the 5-year average (19.8) and below the 10-year average (19.1). #earnings, #earningsinsight, bit.ly/4skOAZB
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Key Events This Week: 1. September New Home Sales data - Tuesday 2. October Fed Meeting and Rate Decision - Wednesday 3. Microsoft, $MSFT, and Alphabet, $GOOGL, Report Earnings - Wednesday 4. September PCE Inflation data - Thursday 5. US Q3 2026 GDP Data - Thursday 6. Amazon, $AMZN, and Intel, $INTC, Report Earnings - Thursday 7. ~20% of S&P 500 Companies Report Earnings This Week Buckle up for one of the busiest weeks of the year.
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🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 23, 2026). #economy
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Alphabet, Microsoft, Amazon & Intel among those reporting next week: 💻 Tech: $GOOGL $MSFT $AMZN $INTC $NOW 🏭 Industrials: $BA $CAT $UPS $GEV $WM 🛒 Consumer: $KO $SBUX $MDLZ $CL 🏦 Financials: $V $MA $UBS $HSBC ⚡ Energy: $XOM $CVX $SHEL $TTE 💊 Healthcare: $LLY $MRK $ABBV $AZN 📡 Telcos: $VZ $TMUS More at TheTranscript.Substack.com
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Rob Hager retweeted
Sam Ro 📈
@SamRoOct 23
"This month’s decline in the Current Conditions subindex was driven entirely by buying conditions for durables, which plunged 18% on the basis of higher interest rates and rising concerns about the affordability of such purchases. Purchasing power continues to dominate consumer views of the economy. Sentiment is now 10% below a year ago and 15% less than February, just prior to the Iran conflict." - UMich consumer sentiment
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Rob Hager retweeted
Econoday, Inc.
@EconodayOct 23
Consumer sentiment held at a weak 48.0 in October, down 10.4% from a year ago. Current conditions plunged 8.3%, while inflation expectations rose to 4.7% for the next year. High interest rates and affordability concerns continue squeezing households.
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Pretty clear message out the US Manufacturing PMI. Employment hit its highest level since 2012 while output prices advanced to another high in October. For factories at least, this looks like an inflationary boom.
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MOVE Index - @SoberLook
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AAII Individual investors Sentiment - @SoberLook @AAIISentiment
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“U.S. Profit Margin Expansion Has Been Broad-Based” - @SoberLook @bcaresearch
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Euro Area Consumer Confidence - @SoberLook
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.@KansasCityFed Manufacturing Survey: Prices Paid - @SoberLook
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U.S. Continuing Jobless Claims - @SoberLook
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U.S. Initial Jobless Claims - @SoberLook
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Rob Hager retweeted
Sam Ro 📈
@SamRoOct 22
Chart of the year
Yardeni Research
@yardeniOct 22
Semiconductor earnings are up 176% year-over-year, yet the industry's P/E has collapsed to just 14.2. The market doesn't believe its own profit forecasts. 🔒 Members-Only quicktak.es/3vjb

Irrational Exuberance In S&P 500 FEMO?

Are analysts' earnings expectations for the S&P 500 irrationally exuberant? So far this year, FEMO (fabulous earnings momentum, as measured by actual earnings per share) has been soaring, while FOMO...

yardeniquicktakes.com
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The LEADING Indicators (remember the #Fed is a lagging indicator) continue to improve suggesting the hiking cycle might just be beginning.
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