Unlike the dot-com bubble, when global technology stocks surged far ahead of earnings, the current rally has been supported by stronger earnings growth.
Source: @steve_donze
Friday night has become just another weeknight in terms of socialization.
Source: @jameslynch32
US government interest expenses are among the highest in the developed world relative to GDP.
Source: @bcaresearch
Anthropic is estimated to generate more quarterly revenue than established corporate giants including Intel, Uber, Coca-Cola, and Netflix.
Source: @BoringBiz_
France has the OECD’s second-highest ratio of public pension spending to GDP, behind only Italy.
Source: @Reuters
(((The Daily Shot))) retweeted
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 23, 2026).
#economy
The profit margin expansion in the US has been broad-based.
Source: @bcaresearch
(((The Daily Shot))) retweeted
It is uncommon to lose money over a one-year horizon on 2-year Treasuries.
h/t @FinancialTimes ft.com/content/7cd54d93-eff8…
According to Professor Takatoshi Ito’s Japanization indices, China has been more “Japanized” than Japan over the past few years.
A substantially larger share of outstanding mortgages now carries interest rates below prevailing market rates than in 2022.
Source: @TheEconomist
Since late 2022, output per worker in the three most AI-intensive industries has grown 5% annually, more than double its historical pace and well above the 1.3% growth recorded across the rest of the private sector.
Source: @EPBResearch
(((The Daily Shot))) retweeted
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 16, 2026).
Among major developed economies, the US has the shortest average government debt maturity, at 5.9 years, and the highest share of short-term issuance in gross borrowing.
Source: @FinancialTimes ft.com/content/5e6d1d30-0934…
(((The Daily Shot))) retweeted
Our CTA positioning indicator for US Treasuries reached a record low ahead of the rally.
An estimated 1.5 million home sellers competed for just 929,000 buyers in September, the largest supply-demand imbalance in Redfin’s records dating back to 2013.
Source: @WSJ wsj.com/economy/housing/stub…
The S&P 500 bull market has reached its fourth anniversary, making it the eighth-longest since World War II.
Source: @RyanDetrick
AI-related stocks make up 49% of the S&P 500’s market capitalization, exceeding the concentration reached during every historical bubble except the railroad boom.
Source: @biancoresearch
Hong Kong dominates offshore allocations among affluent mainland Chinese.
Source: @FinancialTimes ft.com/content/29d249eb-ed06…
(((The Daily Shot))) retweeted
🇨🇳 Our calculations show that the ex ante term premium for 10-year CGBs is slightly negative. In other words, taking on duration risk does not appear to be rewarded.





















