Johnny

This is from Oct 22 when SPY was still rising (it gained another 3% to its most recent ATH). With today's reversal, it's now had its first >5% drop, so, big picture, this pattern is in play

It is incredible — the blind spots you develop when you’ve never, ever been poor.

N=4 over 70+ years is absurdly small but the end of prior streaks has been followed by higher highs. That’s momentum, it doesn’t reverse on a dime. Same source

MICHELLE GOLDBERG Nick Fuentes Was Charlie Kirks Bitter Enemy. Now He's Becoming His Successor.

Which photo editor at the New York Times decided to go with this glamour shot?

We’re giving $40 billion to Argentina.

This is $5 billion MORE that the entire USAID budget that DOGE cut.

Trump on his recent trip to Walter Reed: "I got an MRI. It was perfect ... if I didn't think it was gonna be good, either I would let you know negatively, I wouldn't run, I'd do something."

(Note how he's openly talking about running for a third term.)

Oh for 3 so far. Going down like a Trump steak

Assume it's either to enrich his family or distract you from the pedophile investigation and you'll be right 95% of the time

They are awful

That’s great to see!

After 7 incredible years, today's my last day @theathletic.com. I'll always be grateful for them giving me my start in the biz and fostering my growth. And to the subscribers — thank you.

I'll announce where I'm headed Thursday.

My final #Raiders story 🔗⤵️ www.nytimes.com/athletic/661...

I’ll miss your coverage. Good luck!

Sincere has real potential

Every single one of these agents needs to be unemployed on day 1 of the next Dem admin. No questions asked, you’re fired, end of.

If that’s what is about, then JPJ better have followed up with more mistakes behind the scenes or this is way overdone.

This is crazy. I don’t understand what the hell they’re doing with him

I think we had a very lucky spot.

Macro conditions in the U.S. are not great.

Our Macro Index Model's latest reading has a better-than-even historical record of preceding a recession within one year. It won't take much for the model to fall further, and that would significantly raise investors' risks.

NFP

I appears so, but I don’t know. Florida’s insurance rates have jumped and available coverage has been reduced substantially.

Core durable goods order shot up during Covid and have since been treading sideways. Retail sales have done the same. This has happened every cycle btw

It’s odd that they’ve grown the most yet they have the biggest problems with home sales right now.

$SPX golden cross in effect. Next one month is a coin toss but returns >6 mo strongly positive.

protesters surround federal detention center in Los Angeles

Welcome to America, where protesting illegal kidnappings without due process is an insurrection, but attacking the nation’s Capitol is not.

Nothing but lower highs and lower lows for Nvidia $NVDA

GOLDMAN: “.. I can’t recall a time when the dominant market narrative flipped so completely, so quickly. since 2009, US exceptionalism was THE defining theme in finance. .. you don’t need me to tell you this, but the past few months constitute the photographic negative.” [Pasquariello] 🇺🇸

The #Raiders' 2025 draft class is set.

Our takeaways 🔗➡️ www.nytimes.com/athletic/631...