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@MarketMorninJoe @Plus3Forecast @MarkNewtonCMT @mjthwaites haha nah. Weekly candles on $SPX are a good view though.

@chambleebrandel @RichLernerGC We need a feature on who exactly are "the Thunderbirds."

@ctsanford I believe so, but I like to say I'm a writer first, analyst second

All this broadening out is really encouraging $IWF $SPY $RSP $IJR $VEU

S&P 500 sector valuations..

@tigerwoods @chambleebrandel if we want faster play, why not go off in pairings on the weekend? It seems the 'slow play' issue is more about TV concerns. Split tees and 3s results in slower rounds, but more golfers playing in a shorter window.. which is better for TV.

ex-US DM has never led the asset class performance quilt since 2010. WIll $EFA win this year? A good start.

Tacking on another 10ppt of tariffs on China.. (as of earlier this month)

Global stocks usually do quite well with rates in the 4-5% range

The consumer was the star of the show in Q4

Here's a chart I'm watching this year: Russell 2000 unprofitable companies.. given 58% EPS growth expected Q4/Q4, we could see the current 43% unprofitable figure drop big. $IWM

Mag 7 underperforming in 2025 so far, EPS growth converging with the Other 493, but margins remain huge

SPX holding at this 22x P/E level

We're about to roll off some firm CPI prints from a year ago

$PLTR some massive Q4 figures discussed on the Q4 call. Rare to see a company rise organically in the defense area. @gainify_io