@KevRGordon Avatar @KevRGordon Kevin Gordon

Kevin Gordon posts on X about in the, alltime, stocks, sector the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 36.67% countries 4% stocks 2% currencies 1.33% exchanges 1.33% technology brands 1.33% financial services 0.67% automotive brands 0.67% cryptocurrencies 0.67% products 0.67%

Social topic influence in the 9.33%, alltime 8%, stocks 6%, sector #1657, rose 4%, sampp 4%, inflation #342, history 3.33%, cycle 3.33%, up to 2.67%

Top accounts mentioned or mentioned by @jerry__grey @chartfest1 @paulschatz @ft @business @thenoblejonsnow @grok @ljenkins314 @haroldt22037651 @patrizia1077 @william_r2rclub @paul_schatz @lizannsonders @gavekal @kylascan @david_kudla @acethered @thrillhouse747 @spoutingrock1 @trump_democrat

Top assets mentioned Microsoft Corp. (MSFT) Goldman Sachs (GS) Tesla, Inc. (TSLA) Berkshire Hathaway Inc. (BRK.A) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Here is a pretty remarkable picture that shows we have moved towards a jobless expansion. Over the past three years: Nonfarm payrolls: +2.5M ('23) +1.5M ('24) +181k ('25) Real GDP: +2.9% ('23) +2.8% ('24) +2.3% ('25 YTD)"
X Link 2026-02-11T13:59Z 22.7K followers, 16.5K engagements

"30y mortgage rate ticked up to 6.24% this past week . as of now still failing to break thru that September [----] low"
X Link 2026-01-28T13:39Z 22.4K followers, [----] engagements

"MSCI Emerging Markets Index relative to the S&P [---] . strongest since November 2023"
X Link 2026-01-28T14:09Z 22.3K followers, [----] engagements

"The Consumer Confidence Index fell by [----] points in [----] (top panel) while the S&P [---] rose by more than 16% . it pretty much marks the third straight year of confidence looking awful while stocks see double-digit % gains"
X Link 2026-01-29T13:00Z 22.5K followers, [----] engagements

"PPI components that map over to PCE suggest a bit of a hotter print for December"
X Link 2026-01-30T13:34Z 22.3K followers, [----] engagements

"Consumer Staples' strength has been uneven . cap-weighted index (white) is at an all-time high but equal-weighted version (blue) has been trending lower since early 2022"
X Link 2026-02-02T13:56Z 22.3K followers, [----] engagements

"Stronger ISM Manufacturing PMI in January driven by a surge in new orders and a nice move higher in production . prices paid moved to the highest since September and employment remained in contraction"
X Link 2026-02-02T15:01Z 22.3K followers, 14.9K engagements

"Goldman Sachs: For young married couples considering buying their first home the average down payment is now 70% of their annual household income (vs. 58% in [----] and 45% in 2000) and the first-year mortgage payment is about 25% (vs. 18% in [----] and 20% in 2000)"
X Link 2026-02-02T15:31Z 22.5K followers, 343.8K engagements

"Can that groundhog also tell us how much longer until we get the jobs report"
X Link 2026-02-02T18:48Z 22.5K followers, [----] engagements

"Per the Fed's Senior Loan Officer Opinion Survey the net % of respondents tightening standards for consumer credit card loans fell to 0% in January"
X Link 2026-02-02T21:01Z 22.5K followers, [----] engagements

"Fed's Miran says he does not see a lot of strong price pressures in the economy and that he's excited to see what Warsh does as Fed chair via @business"
X Link 2026-02-03T12:31Z 22.5K followers, [----] engagements

"Over the past [--] months the U.S. dollar is the second worst performing currency in the G10 . only the Japanese Yen is doing worse via @business"
X Link 2026-02-03T12:35Z 22.4K followers, 11.5K engagements

"A Bloomberg @economics analysis of FOMC projections found that on average across vintages Kevin Warsh's PCE inflation projections were consistently above the median FOMC member's and/or staff's forecast . in general Warsh favored a more hawkish stance than most colleagues"
X Link 2026-02-04T12:04Z 22.6K followers, [----] engagements

"Swings for the Tech sector's multiple have gotten incredibly large in the post-pandemic era . on a rolling 4-month basis the sector's forward 12m P/E is down by nearly [--] points; we've seen similar swings in [----] and [----] (never from [----] to 2018)"
X Link 2026-02-04T12:14Z 22.6K followers, [----] engagements

"Eurozone CPI #inflation comes in at +1.7% y/y in January . core down to +2.2%"
X Link 2026-02-04T12:48Z 22.3K followers, [----] engagements

"S&P Global Japan Composite PMI rose sharply in January to [----] . best since May 2023"
X Link 2026-02-04T12:50Z 22.5K followers, [----] engagements

"ADP payrolls +22k in January. Bloomberg consensus was +45k; prior month revised down from +41k to +37k"
X Link 2026-02-04T13:18Z 22.7K followers, [----] engagements

"Per ADP payroll data manufacturing payrolls have contracted for [--] straight months"
X Link 2026-02-04T13:22Z 22.3K followers, [----] engagements

"For companies with 20-49 employees payrolls fell in January to the lowest since August [----] per ADP"
X Link 2026-02-04T13:27Z 22.7K followers, [----] engagements

"U.S.' share of world market cap continues to roll over and has fallen to its lowest since April 2025"
X Link 2026-02-04T14:20Z 22.5K followers, 20.2K engagements

"Without looking one wonders how many people would guess that the best performing S&P [---] sector since the March [----] low is . Energy"
X Link 2026-02-04T18:08Z 22.5K followers, 28.7K engagements

"The S&P [---] is 1.8% from all-time highs and the Fear & Greed Index is in the "Fear" zone"
X Link 2026-02-04T18:13Z 22.4K followers, 48K engagements

"The NYSE cumulative advance-decline line made a new high yesterday"
X Link 2026-02-05T11:20Z 22.4K followers, [----] engagements

"Alphabet is the latest mega-cap company to up its capex forecast at $185 billion that is larger than the government budgets of Poland Belgium and Sweden (among others) @business"
X Link 2026-02-05T11:43Z 22.6K followers, [----] engagements

"The equal-weighted S&P [---] closed at a new all-time high yesterday (Past performance is no guarantee of future results)"
X Link 2026-02-05T12:30Z 22.3K followers, 11.4K engagements

"Selloff in software not just the large caps . S&P [----] Software Index has gotten chopped by -29.9% from its high. Going back to [----] the only selloff that was worse was the bear market in 2022"
X Link 2026-02-06T13:14Z 22.6K followers, 18.4K engagements

"Microsoft the fourth largest company in the S&P [---] has almost erased its outperformance relative to the S&P [---] over the past six years"
X Link 2026-02-06T13:38Z 22.6K followers, 31.9K engagements

"GS basket of most shorted stocks jumped by 8.8% on Friday . best day since April [----] and one of the best days in the post-pandemic era"
X Link 2026-02-09T12:43Z 22.5K followers, [----] engagements

"New record high for the NYSE cumulative advance-decline line"
X Link 2026-02-10T12:38Z 22.5K followers, [----] engagements

"Here are 3m annualized changes for several categories of retail sales . all continued to slow in December with the control group seeing a notable downshift from +6.5% in August to +2.6% in December"
X Link 2026-02-10T13:35Z 22.5K followers, [----] engagements

"We still have to wait for December revisions but as of now retail sales growth came in at +2.4% for [----] . that is the slowest since 2018"
X Link 2026-02-10T14:37Z 22.7K followers, [----] engagements

"@Claudia_Sahm I was recently looking at the increase off the low relative to prior cycles and still find it amazing as to how slow this one has been (by a considerable degree)"
X Link 2026-02-10T17:58Z 22.7K followers, [---] engagements

"Frontloading net exports and then backloading consumer spending in one picture: GDPNow model (a nowcast not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0 GDPNow model (a nowcast not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0"
X Link 2026-02-10T18:01Z 22.5K followers, 15.5K engagements

"Unemployment rate down to 4.3% in January"
X Link 2026-02-11T13:30Z 22.6K followers, [----] engagements

"Payroll gains for [----] have been revised down to +181k . in the full history of payroll data the only year that has been weaker when it comes to gains is 2003"
X Link 2026-02-11T13:37Z 22.6K followers, 14.4K engagements

"Fed looks vindicated in saying that there has been some stabilization in unemployment rate"
X Link 2026-02-11T13:42Z 22.7K followers, [----] engagements

"First gain for manufacturing payrolls since November 2024"
X Link 2026-02-11T13:46Z 22.6K followers, 18.2K engagements

"Market aggressively pricing out rate cuts for this year after that jobs report"
X Link 2026-02-11T13:50Z 22.6K followers, [----] engagements

"The unemployment rate for 16-24-year-olds dropped by [---] ppt in January and is now at 9%. That is a significant decline relative to history"
X Link 2026-02-11T14:34Z 22.7K followers, [----] engagements

"Gavekal: ".the MSCI European industrials index tends to move in phase with Chinese equities when both are expressed in US dollar terms. The conclusion is that investors should use their holdings of US equities as a source of cash to buy the Chinese equity index." @Gavekal"
X Link 2026-02-12T14:56Z 22.6K followers, [----] engagements

"Tech hardware industry having its worst selloff since April 2025"
X Link 2026-02-12T19:39Z 22.7K followers, [----] engagements

"@Chartfest1 @Paul_Schatz I will a bit later away from desk at the moment"
X Link 2026-02-12T20:15Z 22.7K followers, [---] engagements

"@Paul_Schatz @Chartfest1 I don't follow the ETFs but for the SPX Software Index [--] advancers and [--] decliners today (new low data will come tomorrow morning after the evening data refresh)"
X Link 2026-02-12T21:07Z 22.7K followers, [--] engagements

"@Paul_Schatz @Chartfest1 If Bloomberg has that historical data for the industry Ill be able to get it in the morning"
X Link 2026-02-12T21:37Z 22.7K followers, [--] engagements

"@Paul_Schatz @Chartfest1 No cumulative a/d function for that specific industry but quickest thing I can get rn is the following pair:"
X Link 2026-02-13T12:29Z 22.7K followers, [--] engagements

"@Chartfest1 @Paul_Schatz Correct and for the latter I count [--] per Bloomberg"
X Link 2026-02-13T12:47Z 22.7K followers, [--] engagements

"@Chartfest1 @Paul_Schatz Ah but IGV is not the same as that Bloomberg index"
X Link 2026-02-13T15:44Z 22.7K followers, [--] engagements

"The drawdown in S&P [---] Software stocks is now -25.2% from the high . that's worse than last year's plunge"
X Link 2026-02-03T15:23Z 22.7K followers, 101.1K engagements

"Import Price Index unchanged y/y in December which continues to confirm that foreign countries (when they export to the U.S.) are not lowering their prices in response to higher tariffs"
X Link 2026-02-10T13:40Z 22.7K followers, [----] engagements

"The CPI 'food at home' category which is essentially groceries is up by 30.8% from its pre-pandemic level"
X Link 2026-02-13T16:19Z 22.7K followers, 795.5K engagements

"Mag [--] -20.6% over the past [--] days . only two periods that saw that kind of decline (or worse): late-2018 and 2022"
X Link 2025-03-18T20:42Z 22.7K followers, 27.9K engagements

"With revisions it's now the case that June's payrolls were negative . that marks the first decline since December 2020"
X Link 2025-09-05T12:43Z 22.7K followers, 124.8K engagements

"With Walmart joining the $1T club yesterday there are now [--] S&P [---] members with market caps exceeding $1T . in order of size: NVIDIA Alphabet Apple Microsoft Amazon Meta Tesla Broadcom Berkshire Hathaway Walmart"
X Link 2026-02-04T14:15Z 22.7K followers, 14.3K engagements

"ISM Services new export orders fell sharply in January to lowest since March 2023"
X Link 2026-02-04T15:05Z 22.7K followers, [----] engagements

"ISM Services comments for January are overall better than the manufacturing sector . some notable mentions about data centers and capacity"
X Link 2026-02-04T15:10Z 22.7K followers, 10K engagements

"Per Bloomberg the median estimate for January nonfarm payrolls is +69k . the high is +135k and the low is -10k"
X Link 2026-02-09T13:02Z 22.7K followers, 10.4K engagements

"Another leg lower for the Employment Cost Index in the fourth quarter of [----] . down to +3.4% y/y"
X Link 2026-02-10T14:29Z 22.7K followers, [----] engagements

"3m average of nonfarm payroll growth shifted up to +73k in January . highest since February 2025"
X Link 2026-02-11T13:34Z 22.7K followers, [----] engagements

"Going to join @ScottWapnerCNBC on @CNBCClosingBell at 3pm ET to talk jobs CPI and stocks"
X Link 2026-02-11T16:06Z 22.7K followers, 17.5K engagements

"Parts of housing still in recession . single-family existing home sales fell in January to the lowest level since December 2023"
X Link 2026-02-12T19:04Z 22.7K followers, [----] engagements

"Headline CPI +0.2% m/m in January (down from 0.3% in December) . core +0.3% (up from +0.24% in December)"
X Link 2026-02-13T13:32Z 22.7K followers, [----] engagements

"Transportation services a standout in the services sector for January CPI . +1.35% m/m (biggest increase since January 2025)"
X Link 2026-02-13T13:36Z 22.7K followers, [----] engagements

"The [--] largest stocks in the S&P [---] now represent 39.9% of the index's market cap"
X Link 2024-12-23T13:56Z 22.7K followers, 3.6M engagements

"Challenger job cut announcements rose to nearly 109k in January the worst January since 2009"
X Link 2026-02-05T12:32Z 22.7K followers, 35.4K engagements

"MSCI Emerging Markets Index is (thus far) having its best quarter vs. the S&P [---] since the second quarter of 2009"
X Link 2026-02-12T12:26Z 22.7K followers, [----] engagements

"Gavekal: "Spare a thought for the new economy investors who diversified their software holdings with bitcoin. It turns out that the two asset classes have delivered similar types of return at precisely the same times." @Gavekal"
X Link 2026-02-13T13:00Z 22.7K followers, [----] engagements

"This is quite stunning. Look at the revisions for May and June. May was originally +144k jobs; now +19k. June was originally +147k; now +14k. There were also huge downward revisions for the trade and transport industry"
X Link 2025-08-01T12:50Z 22.7K followers, 679.5K engagements

"Final benchmark revision for [----] payrolls came in at -862k . the largest downward revision since 2009"
X Link 2026-02-11T13:31Z 22.7K followers, 263.8K engagements

"S&P [---] Financials sector now unchanged since January [----] with only 55% of members trading above their 200d moving average"
X Link 2026-02-13T12:51Z 22.7K followers, [----] engagements

"As of the fourth quarter of [----] the % of American adults who rate both their current and future lives high enough to be classified as thriving dropped to 48%. The only times we've seen lower readings: global financial crisis and the depths of the pandemic @Gallup"
X Link 2026-02-10T12:49Z 22.7K followers, 22.1K engagements

""The struggles of quick-service restaurants also speak to the growing bifurcation in the US economy where restaurants and other businesses that cater to low-income Americans are experiencing reduced sales as their customers increasingly struggle to make ends meet" @FT"
X Link 2026-02-10T12:55Z 22.7K followers, 64.5K engagements

"Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of 2011"
X Link 2026-02-10T16:34Z 22.7K followers, 106.8K engagements

"New all-time high for share of student loans transitioning to serious delinquency"
X Link 2026-02-10T16:35Z 22.7K followers, 76.9K engagements

"Add this to the list of wow stats of late: On a rolling 5-week basis the Consumer Staples sector is up by 17%. Going back to [----] we have only seen stronger 5-week runs in: April [----] April [----] November [----] February 1991"
X Link 2026-02-13T12:54Z 22.7K followers, 12.1K engagements

"Quite a significant jump in core goods ex-used cars and trucks #inflation in January . up by 0.59% m/m (the largest increase since January 2023)"
X Link 2026-02-13T13:40Z 22.7K followers, 17.8K engagements

"204 members in the S&P [---] have had at least a max drawdown of -10% year-to-date. Meanwhile the index sits about 1.7% away from its high"
X Link 2026-02-13T16:09Z 22.7K followers, [----] engagements

"The U.S. cattle herd has shrunk to the smallest since the early 1950s; and at the same time beef costs have risen faster than most other items in the CPI with the broad beef and veal category up 15% y/y as ofJanuary @business"
X Link 2026-02-14T15:14Z 22.7K followers, [----] engagements

"S&P [---] Tech sector's price/sales ratio is going vertical and at an all-time high"
X Link 2024-06-18T11:55Z 22.7K followers, 100K engagements

"Global freight container rates still moving higher and year/year increase is now up to +233%"
X Link 2024-06-24T14:33Z 22.7K followers, 65.8K engagements

"S&P [---] Tech sector's free cash flow yield at its lowest since March 2002"
X Link 2024-06-25T12:59Z 22.7K followers, 50.2K engagements

"Right back to new cycle low for equal-weighted S&P [---] relative to cap-weighted S&P [---] . ratio at lowest since December 2008"
X Link 2024-06-27T11:20Z 22.7K followers, 37.7K engagements

"New record low for U.S. pending home sales"
X Link 2024-06-27T14:27Z 22.7K followers, 129.4K engagements

"Wow. The Russell [----] just had its best 5-day gain relative to the S&P 500.ever"
X Link 2024-07-16T20:18Z 22.7K followers, 75.5K engagements

"S&P [---] about [--] points away from its close on Friday"
X Link 2024-08-06T17:28Z 22.7K followers, 186.8K engagements

"The equal-weighted S&P [---] is at a new all-time high"
X Link 2024-08-20T11:37Z 22.7K followers, 225K engagements

"Wow. Construction industry job openings rate fell to a new cycle low in July . 6-month drop now [----] percentage points which is the largest in history"
X Link 2024-09-04T14:25Z 22.7K followers, 34.6K engagements

"Ed Hyman at Evercore ISI: History and experience say to stick with a hard landing outlook. However the hard math that our team has reviewed says flip to a soft landing outlook. And thats what were doing"
X Link 2024-09-12T17:51Z 22.7K followers, 47.4K engagements

"Household net worth is growing by 7.1% year/year (as of 2Q2024) which is the strongest growth at the start of a cutting cycle going back [--] years"
X Link 2024-09-16T12:24Z 22.7K followers, 87.7K engagements

"Nobody will remember: -Your salary -How "busy" you were -How many hours you worked People will remember: -Whether you were calling for a 25bps or 50bps cut"
X Link 2024-09-17T19:55Z 22.7K followers, 107.6K engagements

"Going back to the 1950s the average max drawdown for the S&P [---] a year after the Fed starts a fast cutting cycle is -20.7% . the average max drawdown a year after the start of a slow cutting cycle is -7.4%"
X Link 2024-09-18T13:42Z 22.7K followers, 31.4K engagements

"As of the end of last week the U.S.' share of world market cap hit a new high of 49.1%"
X Link 2024-09-24T12:14Z 22.7K followers, 31.9K engagements

"Saudi Arabia is ready to abandon its unofficial price target of $100 a barrel for crude as it prepares to increase output in a sign that the kingdom is resigned to a period of lower oil prices according to people familiar with the countrys thinking. https://on.ft.com/3BfPfFg https://on.ft.com/3BfPfFg"
X Link 2024-09-26T11:08Z 22.7K followers, 1.4M engagements

"U.S. corporate profits rose to a new all-time high in the second quarter"
X Link 2024-09-26T12:45Z 22.7K followers, 82.7K engagements

"The Citi U.S. Economic Surprise Index is at its highest since the end of April"
X Link 2024-10-09T12:04Z 22.7K followers, 28K engagements

"The S&P [---] Momentum Index is partying like its 1999"
X Link 2024-10-19T12:47Z 22.7K followers, 59.6K engagements

"Going to leave this here: $10k invested in the S&P [---] in [----] would have grown to nearly $38 million thru [----] if one didn't care whether the Oval Office was painted red or blue. Life is simpler when politics is kept out of investment decisions"
X Link 2024-11-05T12:25Z 22.7K followers, 39.4K engagements

"Great chart from @MichaelKantro showing the incredibly bifurcated earnings backdrop for large mid and small caps"
X Link 2024-12-02T13:47Z 22.7K followers, 24.7K engagements

"U.S. dominance in one chart @FT"
X Link 2024-12-03T13:52Z 22.7K followers, 26.8K engagements

"The S&P [---] Tech sector has wiped out its entire post-election gain and has gone nowhere since last June"
X Link 2025-02-04T12:30Z 22.7K followers, 21.3K engagements

"Coffee futures keep going parabolic"
X Link 2025-02-05T18:29Z 22.7K followers, 31.7K engagements

"From @bespokeinvest: On a 12-month average basisHousing Starts have completely rolled over from their peak nearly three years ago falling from [----] million to [----] million nowRecessions have always followed a rollover in Housing Starts and the only question is timing"
X Link 2025-02-23T14:34Z 22.7K followers, 60.1K engagements

"In these charts you can indeed see the stag and the flation"
X Link 2025-03-19T18:12Z 22.7K followers, 40.9K engagements

"The selloff in Tech has essentially been all multiple contraction thus far. Forward 12m EPS made a new high yesterday"
X Link 2025-03-21T12:29Z 22.7K followers, 55.5K engagements

"From what I can see on the chart these are the announced tariff rates for goods imported from: China: 34% EU: 20% Vietnam: 46% Taiwan: 32% Japan: 24% India: 26% South Korea: 25% Thailand: 36% Switzerland: 31% Indonesia: 32% Malaysia: 24%"
X Link 2025-04-02T20:29Z 22.7K followers, 55.5K engagements

"Per the @WSJ: Pre-tariff cost for Apple to make the iPhone [--] Pro = $550 Post-tariff cost to make the iPhone [--] Pro = $850"
X Link 2025-04-05T12:30Z 22.7K followers, 324.9K engagements

"The @PortofLA (main route of entry for goods coming from China) is expecting a large drop in scheduled arrivals . by May [--] estimates show a decline of about a third from a year earlier @FT"
X Link 2025-04-28T10:45Z 22.7K followers, 36.1K engagements

"Pretty bad internals for the April Dallas Fed Manufacturing survey . new orders employment shipments all contracting; prices paid up; outlook contracting"
X Link 2025-04-28T14:39Z 22.7K followers, 16.9K engagements

"Serious credit card delinquencies continued to spike in the first quarter of [----] highest since first quarter of 2011"
X Link 2025-05-14T17:55Z 22.7K followers, 75.2K engagements

"@RampCapitalLLC ".while trying to do math on a calculator" is absolutely sending me"
X Link 2025-05-20T20:27Z 22.7K followers, 36.3K engagements

"Wow. U.S. goods imports fell by 19.8% in April . that's the largest drop on record"
X Link 2025-05-30T12:37Z 22.7K followers, 43.2K engagements

"Restaurant & bar retail sales down by -0.9% in May . worst since February 2023"
X Link 2025-06-17T12:37Z 22.7K followers, 14.6K engagements

""WTI is trading at around the same level as it was [--] years ago and thats in todays money. In real terms adjusted by the cumulative impact of inflation oil is today at a similar level as it was in the mid-1980s." @JavierBlas"
X Link 2025-06-23T12:00Z 22.7K followers, 39.4K engagements

"Epic plunge in consumer goods imports . -36.2% in the past two months"
X Link 2025-06-26T12:47Z 22.7K followers, 183.5K engagements

"Disposable personal income fell by 0.6% in June . first drop since January 2022"
X Link 2025-06-27T12:37Z 22.7K followers, 23.7K engagements

"Updating the table"
X Link 2025-07-11T15:21Z 22.7K followers, 49K engagements

"Shelter is clearly putting a lot of downward pressure on CPI . CPI services ex-shelter is running at +3.75% annualized over the past [--] months"
X Link 2025-07-15T12:54Z 22.7K followers, 24.1K engagements

"The last time the S&P [---] closed at an all-time high was [--] trading day ago . the last time the Russell [----] closed at an all-time high was [---] trading days ago. Longest streak on record where the Russell [----] has not joined the S&P [---] in seeing a record high"
X Link 2025-07-21T12:09Z 22.7K followers, 75.9K engagements

"Insiders at just [---] S&P [---] companies bought their own stocks last month the fewest since at least [----] according to data compiled by the Washington Service"
X Link 2025-08-04T11:03Z 22.7K followers, 25.9K engagements

"Inflation-adjusted consumer spending fell by an annualized -0.15% in the first six months of the year. Excluding the pandemic the last time we saw a negative statistic was in early 2010"
X Link 2025-08-04T11:25Z 22.7K followers, 84K engagements

"The [--] largest stocks in the S&P [---] made up 40.1% of the index's market cap thru the end of July . a new multi-decade high"
X Link 2025-08-06T12:03Z 22.7K followers, 34.8K engagements

"Big jump in continuing jobless claims . new cycle high"
X Link 2025-08-07T12:31Z 22.7K followers, 61.7K engagements

"As of July we now have 68% of CPI components rising faster than 2% annualized on a month/month basis . highest share since October 2022"
X Link 2025-08-12T13:29Z 22.7K followers, 37.1K engagements

"Here are the components of PPI that map over to PCE . suggesting a bit of a firmer print for July"
X Link 2025-08-14T12:36Z 22.7K followers, 29.5K engagements

"The unemployment rate for 16-24-year-olds is up to 10%. Earlier this year its 2-year change got up to +3% . first time in history we've seen that much of an increase without the economy being in a recession"
X Link 2025-08-18T12:41Z 22.7K followers, 104.4K engagements

"This is fascinating. The ratio of the Leading Economic Index relative to the Coincident Economic Index is at levels that have historically been consistent with the ends of recessions. In fact the only time it's been lower is during the '81-'82 and '07-'09 recessions"
X Link 2025-08-21T14:48Z 22.7K followers, 31.6K engagements

"Job cut announcements in the pharmaceutical sector jumped in August to financial crisis levels"
X Link 2025-09-04T12:30Z 22.7K followers, 18.8K engagements

"Unemployment rate in March: 4.152% April: 4.187% May: 4.244% June: 4.117% July: 4.248% August: 4.324%"
X Link 2025-09-05T12:34Z 22.7K followers, 45.2K engagements

"Manufacturing payrolls have contracted for [--] straight months. We have not seen that since the beginning of 2020"
X Link 2025-09-05T12:40Z 22.7K followers, 536.8K engagements

"The number of people employed in the semiconductor manufacturing industry is plunging"
X Link 2025-09-05T13:56Z 22.7K followers, 105.4K engagements

"71.6% of CPI components rose at an annualized pace greater than 2% in August . that's the highest share since August 2022"
X Link 2025-09-11T12:45Z 22.7K followers, 28.9K engagements

"U.S. households' allocations to stocks rose to a new record high in the second quarter"
X Link 2025-09-15T18:03Z 22.7K followers, 107.3K engagements

"Across the board stronger growth in retail sales in August - no matter how you slice it via Bloomberg"
X Link 2025-09-16T12:51Z 22.7K followers, 54.6K engagements

"The S&P 500's forward P/E is at the same level today as it was in January [----]. Today the effective fed funds rate is 4.09% . in January [----] it was 0.09%"
X Link 2025-09-24T11:55Z 22.7K followers, 46.3K engagements

"Wow. The job openings rate for the construction sector has fallen to 2.2% the lowest since November 2015"
X Link 2025-09-30T14:19Z 22.7K followers, 56.9K engagements

"ADP payrolls for September: -32k Largest decline since March 2023"
X Link 2025-10-01T12:16Z 22.7K followers, 268.6K engagements

"OpenAI's trillion-dollar web per @ft"
X Link 2025-10-07T11:11Z 22.7K followers, 373.1K engagements

"Fed minutes show majority of members saw upside inflation risks"
X Link 2025-10-08T18:02Z 22.7K followers, 41.3K engagements

"The value of the decline in U.S. stocks today (roughly $2 trillion) is a tad larger than the entire Mexican economy"
X Link 2025-10-10T20:31Z 22.7K followers, 32.8K engagements

"The S&P [---] is -1.1% from its all-time high JUST IN 🚨: Extreme Fear hits the Stock Market 👻😱🎃 https://t.co/yEmqouG8r5 JUST IN 🚨: Extreme Fear hits the Stock Market 👻😱🎃 https://t.co/yEmqouG8r5"
X Link 2025-10-22T18:41Z 22.7K followers, 64.3K engagements

"At some point we have to start considering that we are transitioning from vibecession (h/t to my pal @kylascan) to vibepression"
X Link 2025-11-13T14:00Z 22.7K followers, 18.8K engagements

"Continued deterioration in the Conference Board's labor differential suggests further upward pressure on the unemployment rate"
X Link 2025-12-24T13:12Z 22.7K followers, [----] engagements

"Container bookings from China to the United States are nosediving @FT"
X Link 2025-04-28T10:42Z 22.7K followers, 52.1K engagements

"To keep up I've put together this ✨very sophisticated✨ table. These new numbers don't look that small"
X Link 2025-07-07T18:42Z 22.7K followers, 208K engagements

"Number of all-time highs this year: S&P 500: [--] Magnificent 7: 0"
X Link 2025-07-28T12:25Z 22.7K followers, 46.4K engagements

"Wow. The unemployment rate for 16-24 year-olds is now at 10.5%"
X Link 2025-09-05T13:17Z 22.7K followers, 3M engagements

"Foreign investors now have a record allocation to U.S. equities @NDR_Research"
X Link 2025-09-24T11:58Z 22.7K followers, 83.1K engagements

"S&P 500's forward profit margin has been rising sharply and is at a new all-time high"
X Link 2025-09-25T11:36Z 22.7K followers, 80.2K engagements

"Oof. 40% of of items in the CPI were based on different cell imputation in September . that means data collectors had to fill in missing data by using values from a related but different category or geographic area"
X Link 2025-10-24T16:46Z 22.7K followers, 290.5K engagements

"U.S. pending home sales have fallen to a new all-time low"
X Link 2025-02-27T15:08Z 22.7K followers, 3.3M engagements

"Manufacturing payrolls -8k in December . eighth consecutive month of declines for the manufacturing sector"
X Link 2026-01-09T13:38Z 22.7K followers, 25.8K engagements

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