Here is what the ride to $1T looks like as compared to their peers $NVDA

Must not be fun being a #manager these days...glad I am out of the game...I am currently lowest in the totem pole (at home) 🤣

This has now started showing up in the #CPI prints...

Way too much #bullish sentiment right now... #fintwit celebrating every day for crap stocks... This does not usually end well...stay cautious my friends

Hedge funds seriously lagging the markets in 2023...

3. In April, demand for cardboard boxes dropped 5.5 to 7.5% yoy. People are buying less stuff online and therefore less packages are being shipped and delivered to our homes

#Unconventional #macro data: From the latest AARP magazine. 1. Waste and garbage volumes in several cities, like Minneapolis, are dropping perhaps indicating that consumers are cutting back on buying more stuff and discarding more stuff.

2. Hairstylists are experiencing more down time between appointments because customers are choosing lower maintenance cuts and styles and even coming in less frequently.

Expansion of market breadth takes time but eventually catches up... Source: GS

Last time the #bull #bear spread grew this wide was Nov 2020. The SP 500 kept rising for another 12 months after that...

As per BofA..."...after crossing the +20% mark from the bottom, the SP 500 continued to rise over the next 12 months 92% of the time (vs. avg. 75% overall), returning 19% on average (vs. 9% avg. overall) based on data back to the 1950s."

here is another way to look at the trough to peak...

Perhaps this is a topping sign now...for what it is worth, the numbers do not lie...#BullMarket

If your spouse "approves" your purchase of an $AAPL Vision Pro...cherish that person because they really love you!

Yeah...still not a fan of $NFLX...they are becoming a low growth, low margin utility like business...priced like a hyper growth stock... I would rather own $DIS at this time...

Checking in on #SP500 seasonality...maybe a bit of weakness coming in June? Quarterly options expiration on Jun 30th

This is a big reason why I added a materials position to my portfolio this week...

Both these guys are staying so stubborn on their #crypto hill...🤦🏽‍♂️

US #imports from #China are declining...leading to further GDP contraction in #China

#china #unemployment for 16-24 yr olds is now +20%...this does not end well PS: Assuming this data is accurate

And then here is one example of $AAPL's virtual working experience...

Anyone remember this metaverse introduction by Zuck? 😂

@TheTranscript_ @DisruptorStocks I think I heard them say AI once in the first 20 min...😂

CEOs...if you want to boost your stock price, you should not say that you have been doing AI for years...nobody cares You need to announce some new AI product and talk about how much existing revenue and future revenue comes from AI.