The jobs report is due out tomorrow. Along with it, are the annual benchmark revisions. In other words, we may soon learn that the labor market is in worse shape than we thought. https://t.co/b44jhyLPVL
Dallas Fed President Lorie Logan sounded more confident about the labor market outlook compared to Sept and Nov. She is also slightly more optimistic about inflation, pointing to recent downtrends in the "trimmed mean" PCE reading. But her bottom line is...
RPK, last time I asked you about $RIG signaling buy more - what's the bull case on $HAL on sale? @RPKent
Little Bounces Off Big Support From my live trading room Friday... Snap-back rallies off big support does not a trend-reversal make 🙃 $MSFT $AMZN $QQQ $BTCUSD $SLV https://t.co/OLa6XrVvqJ
No AI disruption worries in railroads, with Union Pacific, CSX, and Norfolk Southern all touching ATHs

The 'sell America' trade pressure seems to be picking up again. The SPX-VEU (rest of world equity ETF) ratio is the lowest since April 22nd. A little further and it is a two year low. Adding the DXY Dollar Index in for...

$AMZN is holding steady after the gap frenzy last week. A rally back to the 200-day moving average would make sense for the bulls and the bears, but that feels more like a "trade" to me. The real question...

GDPNow model (a “nowcast,” not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0
Bessent on balance sheet policy in a Warsh Fed: "I wouldn't expect them to do anything quickly. They've moved to an ample [reserves] regime ... that does require a larger balance sheet. So I would think they'll probably sit back,...

Imagine being on a pretent "investment committee" that has finally figured out being Long Industrials $XLI and isn't Long of the Big $CAT ? lol Reality: they're all still long of the #Bag7 Stocks and widely held Large Cap Financials...

WH keeps 'pumping up' payrolls for tomorrow. Here's why. Revisions could wipe out all job growth last year. Zero. zip. nada. https://t.co/RILDizthdl

ECI: Private-sector pay growth decelerated ever so slightly last year. Wages and salaries for private sector workers ex-incentive paid occupations was +3.38% in Q4 from a year earlier, unchanged from Q3. https://t.co/769ycb4jwP

Can't help but notice $COIN is bouncing off major league support around $145, lining up well with the Sep '24 and Mar '25 lows. Previous lows have been confirmed with a bullish crossover from weekly PPO. But dang...

Software earnings have been quite resilient, yet prices have collapsed over AI worries. As a result, multiples are the cheapest they've been since 2014. Sometimes things are cheap for a reason, but what if this is another DeepSeek moment? Nice charts...

The one-two punch today of highly disappointing holiday retail sales and the highest consumer delinquencies since 2017 paints a bleak picture for lower-income and younger Americans. https://t.co/Bd2eX18BAU https://t.co/H1biY6UCIL

You may think you know all about stockmarket seasonality... but this special focus piece from the Weekly ChartStorm lays out a few more angles and details that you might not have considered before: https://t.co/5sf2QCC8pE https://t.co/XBuZIufwiB
Our team probably creates a couple hundred charts each week. Here are some of our favorites from last week in the @CarsonResearch Charts of the Week. https://t.co/UIFr74RPu4

Great analysis in his note this week on some positives and negatives from @scottcharts. But breadth continues to be the one big reason to expect this bull to continue imo. https://t.co/WO4e9HXrem
Adding Some QQQ to My SPY Short @TheStreetPro I just shorted (QQQ) (to add to my (SPY) short earlier this morning): * QQQ $615.74 By Doug Kass Feb 10, 2026 9:26 AM EST

$TLT : The Average True Range (orange) is now the lowest in over 15 years. Something has to give. Might the plummeting @truflation readings be a clue to which direction a breakout might occur? https://t.co/0pEENxYpXs
"The US stock market, while it looks strong, is actually much weaker than almost any other industrialized country.... So while we're doing well… everyone else is doing even better." https://t.co/7KavXe5LXh
📺 SOFTWARE SECTOR: TACTICAL OVERSOLD BOUNCE, NOT A TREND REVERSAL Software $IGV is seeing a short-term oversold bounce, not a trend reversal. The sector remains broken after losing key moving averages, so upside is likely limited near short-term resistance like the 8-day....
📺 BULLS TOOK CONTROL: HERE’S THE LEVEL THAT MATTERS Active bulls regained control after $SPY held the $687 level and followed through on Friday’s strength. Small caps $IWM and mid caps $MDY continue to lead, while $QQQ works back into key...

December retail sales 0% vs. +0.4% est. & +0.6% prior; control group -0.1% vs. +0.2% prior (rev down from +0.4%); ex-autos 0% vs. +0.4% prior (rev down from +0.5%) https://t.co/BbJwHL35ne

January @NFIB Small Business Optimism Index down to 99.3 vs. 99.8 est. & 99.5 prior … net % of respondents expecting a better economy ticked down to 21%; percentage saying it’s a good time to expand rose to 15%; uncertainty...

U.S. large caps dominated inflows last week, followed by global equities and consumer cyclicals ... high yield bonds saw most outflows, but broader fixed income universe was still positive @DataArbor https://t.co/l0soXmQF4S

Share of households expecting to be in a worse financial situation a year from now ticked up in January and has been elevated over past year per @NewYorkFed https://t.co/fGqXylhwzD

Consumers still showing concerns over labor market, with average of nearly 42% expecting higher unemployment in next year per January @NewYorkFed survey https://t.co/ykN7Bdc2C0

Quarter-to-date, Energy sector is outpacing S&P 500 by nearly 19 percentage points … best since first quarter of 2022 and one of best performance spreads (as of now) since 2000 [Past performance is no guarantee of future results] https://t.co/1vvb9Qf0Mh

Vanguard has already taken in $70b in ETF flows to start year, that's nearly $3b a day and more than all but 3 issuers took in last year. If VOO alone were an issuer it would be in 3rd place...

Per @NewYorkFed survey, as of January, consumers’ median 1y inflation expectations moved down to 3.09% https://t.co/y6Jab93CyT

$SPX futures +10 after Friday’s action put active bulls back in control and yesterday’s dip was bought off 6902—7002 remains the ATH pivot into Wednesday’s jobs report. https://t.co/bUhLX4Ywid
Application software vendors are struggling and providing weak guidance, quality infrastructure software firms' revenue is accelerating. Infrastructure software vendors are attractively valued now and their stocks appear poised for a multi-month rally.

"It is deja vu all over again." Yogi Berra The US stock market is doing fine, but the rest of the world is soaring so far in '26. This is similar to what we saw last year and is a big...
⏰ Scott Redler’s #630club - LIVE Premarket Stock Update $NVDA $TSLA $IBIT $SPY ➡️ Free VIP List Newsletter: https://t.co/88cKgbrKKl https://t.co/K8dY5tEQml

In 1985, IBM was America’s most valuable company & employed nearly 400,000. Today, Nvidia is nearly 20 times as valuable and five times as profitable as IBM was yet it employs roughly a 10th as many people. https://t.co/indMwMz0TO @greg_ip https://t.co/HDl995cUhw
no, but may harvest the loss to pick up the google 100 at 101. #theyieldbook

All the data coming for the rest of the week. We're going to have Jobs Wednesday and then CPI Friday https://t.co/8DDq0vkOvD

𝐇𝐢𝐬𝐭𝐨𝐫𝐢𝐜𝐚𝐥 𝐑𝐞𝐭𝐮𝐫𝐧𝐬 𝐅𝐨𝐫 𝐔𝐒 𝐒𝐭𝐨𝐜𝐤𝐬, 𝐁𝐨𝐧𝐝𝐬, 𝐂𝐚𝐬𝐡, 𝐇𝐨𝐮𝐬𝐢𝐧𝐠 & 𝐆𝐨𝐥𝐝 (𝟐𝟎𝟐𝟓) CTTO: Ben Carlson — https://awealthofcommonsense.com/2026/01/historical-returns-for-stocks-bonds-cash-housing-gold-2025/ The US, which currently is 60% of the global equity market, continues to influence investment portfolios worldwide, such as endowments and retirement funds. And for over...
Stock markets may sour if this week’s US economic data casts doubt on Fed rate cut speculation. #stockmarkets #Fed #Economy #InterestRates #USD #Macro #trading https://t.co/ZEfchApMC0

MARKET RECAP 📈 The S&P 500 gained over $250 billion in market cap today and is now less than 1% away from a new record high 😳📈 What the heck is going on?!? Let’s talk about it 🗣️
Markets pushed higher to start the week, but the rotation underneath the surface is telling a more interesting story. Tech bounced, commodities ripped, and growth showed signs of life again. In today’s CHART THIS, I walk through $SPX just below 7000,...
Neil does a great job with the week ahead ... bears watching as we head into NFP Wed & CPI Fri.
Our nowcasts suggest that cyclical growth is going up and inflation is going down. No one forecasts this cocktail

Mutual funds are all in on the stock market At the start of 2026, US equity mutual funds held just 1.1% of asset in cash, the lowest level in 20 years of data history --Goldman https://t.co/BWZ5dGYfjM
Employment in S&P 500 companies is 18% of total US employment, but 35 cents of every dollar that goes into the SPX goes to 7 companies. This is a market structure problem and a major issue with our 401k system.

After its last earnings report, $IESC dropped 20%. It's made it all back and then some. https://t.co/hebBMdjVup

Trading in the tech sector makes up 30% of retail trading volumes--one of the highest shares since 2018 --Citi https://t.co/6pvw7muvfj

"Thus, the way to choose a good Federal Reserve chair is to read what candidates have said about how the economy operates and ask them about their economic beliefs. If what a candidate says is unrealistic or poorly reasoned, move...
ICYMI: Weekly S&P500 ChartStorm blog post https://t.co/eQY6d47hAk Thanks + follow reco to chart sources @topdowncharts @MarketCharts @MikeZaccardi @BlakeMillardCFA @WillieDelwiche @alphacharts @AugurInfinity @SnippetFinance @EricBalchunas @TuttleCapital @Todd_Sohn