[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MikeZaccardi Mike Zaccardi, CFA, CMT 🍖 Mike Zaccardi, CFA, CMT 🍖 posts on X about stocks, $gdx, $gld, vix the most. They currently have XXXXXX followers and 3518 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::22073146/interactions)  - X Week XXXXXXXXX +20% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX -XXXX% - X Year XXXXXXXXXX +38% ### Mentions: XXX [#](/creator/twitter::22073146/posts_active)  - X Week XXX +22% - X Month XXXXX +3.60% - X Months XXXXX +45% - X Year XXXXX +64% ### Followers: XXXXXX [#](/creator/twitter::22073146/followers)  - X Week XXXXXX +0.78% - X Month XXXXXX +2.70% - X Months XXXXXX +20% - X Year XXXXXX +52% ### CreatorRank: XXXXXXX [#](/creator/twitter::22073146/influencer_rank)  ### Social Influence [#](/creator/twitter::22073146/influence) --- **Social category influence** [finance](/list/finance) #3716 [stocks](/list/stocks) #4648 [cryptocurrencies](/list/cryptocurrencies) #2787 [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) #6496 [currencies](/list/currencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [luxury brands](/list/luxury-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [stocks](/topic/stocks) #1267, [$gdx](/topic/$gdx) #4, [$gld](/topic/$gld) #26, [vix](/topic/vix) #55, [$vix](/topic/$vix) #32, [$spy](/topic/$spy) #246, [$iwm](/topic/$iwm) #137, [$iwc](/topic/$iwc) #2, [$kre](/topic/$kre) #5, [$smh](/topic/$smh) #6 **Top accounts mentioned or mentioned by** [@seekingalpha](/creator/undefined) [@stockcharts](/creator/undefined) [@kalshi](/creator/undefined) [@gainifyio](/creator/undefined) [@wallsthorizon](/creator/undefined) [@fundstrat](/creator/undefined) [@wisdomtreefunds](/creator/undefined) [@fsinsight](/creator/undefined) [@investibrew](/creator/undefined) [@tradingview](/creator/undefined) [@finvizcom](/creator/undefined) [@teconomics](/creator/undefined) [@koyfincharts](/creator/undefined) [@divestech](/creator/undefined) [@chambleebrandel](/creator/undefined) [@augurinfinity](/creator/undefined) [@jeremydschwartz](/creator/undefined) [@nolayingup](/creator/undefined) [@wsj](/creator/undefined) [@truflation](/creator/undefined) **Top assets mentioned** [SPDR GOLD ETF (GLD)](/topic/$gld) [Vixco (VIX)](/topic/$vix) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Spacemesh (SMH)](/topic/$smh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [iShares BTC Trust (IBIT)](/topic/$ibit) [MemeCoin (MEME)](/topic/$meme) [Robonomics Network (XRT)](/topic/$xrt) [Advanced Micro Devices (AMD)](/topic/$amd) [GammaSwap (GS)](/topic/$gs) [Ferrari N.V. (RACE)](/topic/$race) [Broadcom, Inc. (AVGO)](/topic/$avgo) [DeepBrain Chain (DBC)](/topic/$dbc) [CatCoin (CAT)](/topic/$cat) [Decentral Games (DG)](/topic/$dg) [Bitcoin (BTC)](/topic/bitcoin) [Basis Cash (BAC)](/topic/$bac) [PepsiCo, Inc. (PEP)](/topic/$pep) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [American International Group Inc (AIG)](/topic/$aig) [Bitcoin Incognito (XBI)](/topic/$xbi) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Costco Hot Dog (COST)](/topic/$cost) [SPX6900 (SPX)](/topic/$spx) [BlueMove (MOVE)](/topic/$move) [Walmart, Inc. (WMT)](/topic/$wmt) [JPMorgan Chase (JPM)](/topic/$jpm) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [British American Tobacco (BTI)](/topic/$bti) ### Top Social Posts [#](/creator/twitter::22073146/posts) --- Top posts by engagements in the last XX hours "Prediction markets now imply that the government shutdown could last for over a month disrupting economic data for quite a while. @Kalshi market shows XXXX days" [X Link](https://x.com/MikeZaccardi/status/1978062201215652058) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:35Z 65.1K followers, 3061 engagements "$VIX got to 22" [X Link](https://x.com/MikeZaccardi/status/1976688284714545586) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T16:36Z 65.2K followers, 3399 engagements "$PM $MO $BTI smokes worked today" [X Link](https://x.com/MikeZaccardi/status/1976742840991440999) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T20:13Z 65.1K followers, 3558 engagements "Peace dividend WTI crude oil now the same price as XX years ago h/t Neil Dutta @RenMacLLC @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978791622209909073) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:54Z 65.2K followers, 7275 engagements "The rent vs. buy debate has taken on new meaning for Gen Z thanks to soaring share prices and more investment options @WSJ A JPMorgan Chase report found that XX% of 25-year-olds used investment accounts in 2024 up from X% of the age group in 2015" [X Link](https://x.com/MikeZaccardi/status/1978399851843895372) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:57Z 65.2K followers, 3029 engagements "$GDX implied vol up to 39%. Still seems low. Feels like this thing could crash XX% in a heartbeat up here" [X Link](https://x.com/MikeZaccardi/status/1976076687533359108) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T00:06Z 65.1K followers, 3499 engagements "GS: Our US Equity Sentiment Indicator registers +0.3 this week suggesting broad investor positioning in the US equity market remains neutral" [X Link](https://x.com/MikeZaccardi/status/1976768344586903634) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T21:54Z 65.2K followers, 3106 engagements "Crypto smacked" [X Link](https://x.com/MikeZaccardi/status/1978040692396949506) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T10:10Z 65.1K followers, 4530 engagements "$GDX now beating $QQQ last X years +123% vs 116%" [X Link](https://x.com/MikeZaccardi/status/1978832769707807063) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T14:37Z 65.2K followers, 2992 engagements "Some of Friday's losses recovered. But beware the Sunday night gap-up. "Stocks don't bottom on a Friday."" [X Link](https://x.com/MikeZaccardi/status/1977495311976452363) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T22:03Z 65.2K followers, 17.1K engagements "Forget momentum. IPOs spin-offs hedge funds and small-cap growth are the best equity factors over the last X months. @KoyfinCharts" [X Link](https://x.com/MikeZaccardi/status/1976277768590721218) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T13:25Z 65.1K followers, 3007 engagements "According to the Federal Reserve the top X% of households by wealth own $XX trillion of corporate equities and mutual funds accounting for XX% of aggregate household equity ownership. The bottom XX% of households hold just $XXX trillion or X% of the total. -GS" [X Link](https://x.com/MikeZaccardi/status/1976974035444809742) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T11:31Z 65.2K followers, 4783 engagements "$AMD turns positive $WFC up $GS down" [X Link](https://x.com/MikeZaccardi/status/1978070161342029864) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T12:07Z 65.1K followers, 3705 engagements "High income outperforming low income stocks Ferrari $RACE vs Dollar Gen $DG" [X Link](https://x.com/MikeZaccardi/status/1974049725805392121) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-03T09:51Z 65.1K followers, 6549 engagements "$RSP down just 35bps Homebuilders perking up" [X Link](https://x.com/MikeZaccardi/status/1978096905792925916) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T13:53Z 65.1K followers, 3075 engagements "$ZION "Keep in mind that ZION is an $X billion market cap so $XX million on its own is not problematic from a long-term perspective." Zions reports Q3 numbers Monday AMC XX% staddle @WallStHorizon @SeekingAlpha" [X Link](https://x.com/MikeZaccardi/status/1979137984717799877) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:50Z 65.2K followers, 3759 engagements "YTD: Gold $GLD +65% Bitcoin $IBIT +12%" [X Link](https://x.com/MikeZaccardi/status/1979135013011566729) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:38Z 65.2K followers, 3381 engagements "GS: While positioning overall appears constrained isolated pockets of froth have continued to percolate within the equity market in recent weeks. For example baskets related to quantum computing cryptocurrency and drones have all surged by more than XX% in the past month" [X Link](https://x.com/MikeZaccardi/status/1976768515236393419) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T21:55Z 65.2K followers, 3477 engagements "$GDX could 3x its next-best year in 2025 (2016 +48.5%) @tradingview" [X Link](https://x.com/MikeZaccardi/status/1976019788393742611) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T20:20Z 65.1K followers, 3624 engagements "GS: Our analysis suggests that at the moment US businesses are bearing the largest share of the tariff costs XX% US businesses XX% US consumers X% foreign exporters X% tariff evasion" [X Link](https://x.com/MikeZaccardi/status/1977664977080304118) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T09:17Z 65.2K followers, 17.1K engagements "$IJR finally beating $IWM Profitable small caps chalking up a W vs the junky today" [X Link](https://x.com/MikeZaccardi/status/1978093272040907190) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T13:39Z 65.1K followers, 3151 engagements "BofA Global Fund Manager Survey: FMS cash levels at very low XXX% liquidity conditions rated best since Sep'21 investors are the most UW cash since Dec'24" [X Link](https://x.com/MikeZaccardi/status/1978041663885922416) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T10:14Z 65.1K followers, 5362 engagements "GS: Why we are not in a bubble. yet The top XX US companies dominate the world equity market" [X Link](https://x.com/MikeZaccardi/status/1975853271484178845) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T09:18Z 65.1K followers, 8560 engagements "Gold 20yr CAGR now XXXX% highest since 1991" [X Link](https://x.com/MikeZaccardi/status/1978608677998178615) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T23:47Z 65.2K followers, 3961 engagements "Aerospace & Defense names sneaky 52wk highs today. $RTX $HWM" [X Link](https://x.com/MikeZaccardi/status/1971618170718044669) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-26T16:49Z 65.1K followers, 2668 engagements "Gold nearly its worst day in X months. On massive volume. $GLD" [X Link](https://x.com/MikeZaccardi/status/1976375260552495308) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T19:52Z 65.1K followers, 8806 engagements "HY spread hasn't been higher since Aug X $HYG $JNK $USHY" [X Link](https://x.com/MikeZaccardi/status/1977163474359967882) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T00:04Z 65.1K followers, 6040 engagements "$AAPL $NVDA $AMZN -X% from two hours ago before the Trump Truth $FXI has plunged X% $EEM -XXX% from mid-morning @finviz_com" [X Link](https://x.com/MikeZaccardi/status/1976682340697915644) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T16:12Z 65.2K followers, 3981 engagements "$BAC first Investor Day in a few years on Nov X @WallStHorizon" [X Link](https://x.com/MikeZaccardi/status/1978854636791497164) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T16:04Z 65.2K followers, 3446 engagements "Luxury names surge after XX% pop in LVMH" [X Link](https://x.com/MikeZaccardi/status/1978397872988029152) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:49Z 65.1K followers, 2899 engagements "$AVGO seems to want a gap-fill" [X Link](https://x.com/MikeZaccardi/status/1976735180485542388) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T19:42Z 65.1K followers, 3260 engagements "Bonds $AGG just a X% YTD drawdown Solid year +6%" [X Link](https://x.com/MikeZaccardi/status/1974815937023848822) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T12:36Z 65.1K followers, 4248 engagements "Real Estate $XLRE best 2-day relative rally in a couple months" [X Link](https://x.com/MikeZaccardi/status/1978548706442948993) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T19:49Z 65.2K followers, 2812 engagements ""$10000 gold" sounds a bit like "$300 oil"" [X Link](https://x.com/MikeZaccardi/status/1979162016301416891) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T12:26Z 65.2K followers, 3322 engagements "Pepsico Non-GAAP EPS of $XXXX beats by $XXXX revenue of $23.94B beats by $90M $PEP Shares a little lower not a great chart @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1976226779208745420) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T10:02Z 65.1K followers, 3169 engagements "$DBC commodities actually pulled back significantly in the afternoon" [X Link](https://x.com/MikeZaccardi/status/1971665646846194014) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-26T19:58Z 65.1K followers, 3692 engagements "$IWC micro-caps +64% from the April low Almost double the S&P 500's gain. More from me on @StockCharts:" [X Link](https://x.com/MikeZaccardi/status/1978802857592967549) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T12:39Z 65.2K followers, 2986 engagements "The year-end will be epic. $MEME ETF is back from the grave. h/t @jkrinskypga" [X Link](https://x.com/MikeZaccardi/status/1976005647251722406) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T19:23Z 65.2K followers, 4572 engagements "$SLV implied volatility up to XX% - highest in at least two years @optionrats" [X Link](https://x.com/MikeZaccardi/status/1978557012637004110) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T20:22Z 65.2K followers, 3481 engagements "Bottom-50% of households by wealth own way more stocks today vs 2010s. Citadel Rubner" [X Link](https://x.com/MikeZaccardi/status/1974802498385776843) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T11:43Z 65.2K followers, 241.9K engagements "$TAN solar stocks 52wk high" [X Link](https://x.com/MikeZaccardi/status/1976385098414161962) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T20:31Z 65.2K followers, 3987 engagements "Folks are bullish small caps" [X Link](https://x.com/MikeZaccardi/status/1978751252801425556) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T09:13Z 65.2K followers, 2635 engagements "YTD: Gold +53% Oil -19%" [X Link](https://x.com/MikeZaccardi/status/1976975774856233372) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T11:38Z 65.1K followers, 4718 engagements "Goldman Sachs: Commodities in Focus -Bullish gold copper -Meh on oil aluminum" [X Link](https://x.com/MikeZaccardi/status/1976245049794138521) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T11:15Z 65.2K followers, 7932 engagements "NYSE Common Stock Only A-D Line . no new high since Sept 11" [X Link](https://x.com/MikeZaccardi/status/1977824096068289007) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T19:49Z 65.1K followers, 3396 engagements "Awkward $ZION $JEF" [X Link](https://x.com/MikeZaccardi/status/1978911717259161872) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:51Z 65.2K followers, 3277 engagements "BofA: Todays S&P has lower financial leverage than 1990s-2000s" [X Link](https://x.com/MikeZaccardi/status/1972264776156741654) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-28T11:39Z 65.2K followers, 14.8K engagements "The NFIB Small Business Optimism Index in the US fell for the first time in three months One bright spot was actual earnings changes which increased to its highest level since December 2021. @tEconomics" [X Link](https://x.com/MikeZaccardi/status/1978066201541566596) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:51Z 65.1K followers, 3176 engagements "The Russell 2000 heat map can be telling. Regional banks strong small consumer stocks largely green" [X Link](https://x.com/MikeZaccardi/status/1978109328243544275) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T14:43Z 65.2K followers, 26.8K engagements "big gold gain + big oil loss = historical anomaly" [X Link](https://x.com/MikeZaccardi/status/1976582250998411560) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T09:35Z 65.2K followers, 80.1K engagements "Trade war No trade war Gold ATH $4073" [X Link](https://x.com/MikeZaccardi/status/1977670914377740597) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T09:41Z 65.1K followers, 2816 engagements "Ray Dalio warns of debt surge brewing civil war in U.S" [X Link](https://x.com/MikeZaccardi/status/1976589094345191478) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T10:02Z 65.1K followers, 8139 engagements "Big tech down a lot more than $KRE this morning $LLY $NVO weighing Gold stocks pulling back $GDX China down hard $FXI" [X Link](https://x.com/MikeZaccardi/status/1979139488233226591) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:56Z 65.2K followers, 2920 engagements "3-year performance heat map. Steamy" [X Link](https://x.com/MikeZaccardi/status/1974940749088305583) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T20:52Z 65.1K followers, 4759 engagements "17 years ago $LEH $MER $AIG @WSJ" [X Link](https://x.com/MikeZaccardi/status/1967559524023459895) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-15T12:02Z 65.1K followers, 2734 engagements "$IBIT down X sessions in a row vs $GLD" [X Link](https://x.com/MikeZaccardi/status/1979193088661770304) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T14:29Z 65.2K followers, 3357 engagements "The share of home loans in foreclosure remains very low at 0.48%" [X Link](https://x.com/MikeZaccardi/status/1973844025905197257) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-02T20:14Z 65.1K followers, 4002 engagements "$BAC $MS up on earnings Insurance stocks regional banks rekt" [X Link](https://x.com/MikeZaccardi/status/1978540210792042601) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T19:15Z 65.2K followers, 3110 engagements "GS: The largest companies tend to belong to the dominant sector of the time" [X Link](https://x.com/MikeZaccardi/status/1976986641345524019) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T12:22Z 65.2K followers, 4988 engagements "GS: Our revised tariff forecasts and passthrough estimates leave our core PCE inflation forecast at XXX% year-over-year in December 2025 XXX% Dec 2026" [X Link](https://x.com/MikeZaccardi/status/1977665254986486096) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T09:18Z 65.1K followers, 3756 engagements "US Dollar Index $USD $DXY best quarter of the year :)" [X Link](https://x.com/MikeZaccardi/status/1973113166977716438) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-30T19:50Z 65.2K followers, 3408 engagements "$XBI biotech now +21.4% YTD It was -XX% in April" [X Link](https://x.com/MikeZaccardi/status/1978792410558652588) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:57Z 65.2K followers, 2525 engagements "Today's $VIX settle above XX is more than 4pts above the highest close in 2017. Both years featuring boatloads of S&P XXX records" [X Link](https://x.com/MikeZaccardi/status/1978609515059695987) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T23:50Z 65.2K followers, 3673 engagements "$IWM vs $IJR (low-quality small cap vs high-quality small cap) fresh highs going back to April 2021" [X Link](https://x.com/MikeZaccardi/status/1976288497028956585) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T14:07Z 65.2K followers, 3934 engagements "GS: Households directly own XX% of the US equity market and nearly XX% of those equity assets belong to the wealthiest XX% of households" [X Link](https://x.com/MikeZaccardi/status/1976769255501890012) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T21:58Z 65.2K followers, 3371 engagements "Insurance stocks clobbered again" [X Link](https://x.com/MikeZaccardi/status/1978818165686640991) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T13:39Z 65.2K followers, 2849 engagements "GS: We Expect a 12pp Increase in the Effective Tariff Rate by the End of 2025 Followed by Another 3.5pp Increase in 2026 for a Total of 15.5pp" [X Link](https://x.com/MikeZaccardi/status/1977664419959279792) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T09:15Z 65.1K followers, 4218 engagements "$GDX worst day since May XX -XXX% Needs some shaking out that's for sure" [X Link](https://x.com/MikeZaccardi/status/1976375658583650374) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T19:54Z 65.1K followers, 3293 engagements "Not diversification's best day: Bonds down Gold down Bitcoin down SMIDs down US large caps up" [X Link](https://x.com/MikeZaccardi/status/1979228456819810626) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T16:50Z 65.2K followers, 3440 engagements "Homebuilders smacked today $DPZ $YUM unappetizing moves" [X Link](https://x.com/MikeZaccardi/status/1975565084236845164) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T14:13Z 65.1K followers, 2872 engagements "BlackRock's Big Calls Oct 2025" [X Link](https://x.com/MikeZaccardi/status/1976224101430853797) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T09:51Z 65.1K followers, 10.6K engagements "GS: We expect corporates will be the second largest buyer of corporate equities in 2026 accounting for $XXX billion of demand" [X Link](https://x.com/MikeZaccardi/status/1976974416514105671) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T11:33Z 65.1K followers, 3808 engagements "$VIX got above XX last hour" [X Link](https://x.com/MikeZaccardi/status/1978899463973339467) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:02Z 65.2K followers, 2826 engagements "Real wage growth for the lowest-paid workers has fallen and now lags by the most since 2013. MS Economy turning increasingly K-shaped" [X Link](https://x.com/MikeZaccardi/status/1977356620033032321) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T12:52Z 65.1K followers, 5380 engagements "China CPI falls beyond forecast amid steeper food price; PPI deflation continues for 36th month" [X Link](https://x.com/MikeZaccardi/status/1978397273210904706) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:47Z 65.2K followers, 4201 engagements "Bondholders $AGG almost back to even from the 2020 high tr" [X Link](https://x.com/MikeZaccardi/status/1978900121174585492) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:05Z 65.2K followers, 2653 engagements "$ASML rises as orders beat estimates amid AI rush China demand to see slowdown in 2026 Q3 total sales up marginally Y/Y to 7.52B net bookings surge XXX% to 5.39B +3.7%" [X Link](https://x.com/MikeZaccardi/status/1978397761780449441) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:49Z 65.2K followers, 3430 engagements "2y yield XXXX% right near its lowest since Q3 2022" [X Link](https://x.com/MikeZaccardi/status/1978043513561358539) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T10:21Z 65.1K followers, 3474 engagements "Americans Are Falling Behind on Their Car Payments Delinquency rates on subprime auto loans are at records @WSJ" [X Link](https://x.com/MikeZaccardi/status/1977771819458560052) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T16:22Z 65.2K followers, 3479 engagements "Premarket: $SPY +1.3% $QQQ +1.8% $SMH +3.4% $XLK +2.4% $IWM +1.6% $EEM +2.6% $FXI +3.4% $IBIT -XXX% $GLD +1.5% $KRE +1.9% $XME +4.9%" [X Link](https://x.com/MikeZaccardi/status/1977670656302125467) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T09:40Z 65.1K followers, 2905 engagements "Earnings on tap. @WallStHorizon #FF Banks are on their back foot. Maybe that's a good thing Lowered expectations $DPZ $UAL offer consumer views" [X Link](https://x.com/MikeZaccardi/status/1977415213805973585) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T16:45Z 65.2K followers, 4577 engagements "$SLV and $GLD seeking to go out at HoDs and ATHs" [X Link](https://x.com/MikeZaccardi/status/1978549141505454093) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T19:50Z 65.2K followers, 3100 engagements "$CAT is now the 2nd-largest DJIA stock (2nd highest price) and the leader over the last X months: +86% @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978784597451182442) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:26Z 65.2K followers, 2377 engagements "Palladium has one of the best smiles @AugurInfinity" [X Link](https://x.com/MikeZaccardi/status/1976673829347852565) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T15:39Z 65.1K followers, 4674 engagements "$SMH +41% YTD a couple of percent from the high a week ago" [X Link](https://x.com/MikeZaccardi/status/1978444803093287387) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T12:56Z 65.2K followers, 2446 engagements "Central Banks are in their longest gold buying spree" [X Link](https://x.com/MikeZaccardi/status/1976985130624336055) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T12:16Z 65.2K followers, 72.4K engagements "$ZION Led Regional Banks Lower on Thursday @finviz_com" [X Link](https://x.com/MikeZaccardi/status/1979126097510842594) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:03Z 65.2K followers, 2519 engagements "$KRE keeping a lid on small caps today. Ex-US outperforming $VEU" [X Link](https://x.com/MikeZaccardi/status/1978818394011873334) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T13:40Z 65.2K followers, 3023 engagements "23% rally in gold over the last X weeks. A lot but not crazy" [X Link](https://x.com/MikeZaccardi/status/1977886058441228516) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T23:55Z 65.1K followers, 3370 engagements "Utilities: good as gold m/m @finviz_com $XLU $GDX" [X Link](https://x.com/MikeZaccardi/status/1978810944361779209) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T13:11Z 65.2K followers, 2599 engagements "US population 35-44 expected to rise by 1.3mn by 2040" [X Link](https://x.com/MikeZaccardi/status/1973353799675785664) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-01T11:46Z 65.1K followers, 2620 engagements "GS: Bubbles tend to follow a 'typical pattern' both in the build-up and after they burst" [X Link](https://x.com/MikeZaccardi/status/1975853366912877012) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T09:18Z 65.1K followers, 9418 engagements "GS on the AI trade: Capex to sales ratios have risen for US tech - but are still relatively low versus free cash flow" [X Link](https://x.com/MikeZaccardi/status/1978838471599927549) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T15:00Z 65.2K followers, 2614 engagements "BofA: -Data preview: CPI inflation to remain goldilocks -Data preview: China escalation to impact mfg. PMI" [X Link](https://x.com/MikeZaccardi/status/1979119231913353424) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T09:36Z 65.2K followers, 4964 engagements "BofA: calling gold to $5000/oz silver to $65/oz" [X Link](https://x.com/MikeZaccardi/status/1978765529750896917) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:10Z 65.2K followers, 9236 engagements "GS: While AI Already Appears to Be Hurting the Employment Prospects of Young Technology Workers There Is Less Clear Evidence So Far of a Broader Economywide Impact on Employment" [X Link](https://x.com/MikeZaccardi/status/1978062686265970837) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:37Z 65.2K followers, 3623 engagements "Goldman sees monthly payrolls rising from 47k this quarter to 115k by 2H26" [X Link](https://x.com/MikeZaccardi/status/1978063085899296795) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:39Z 65.2K followers, 50.2K engagements "GS: Our long-term World Portfolio proxy combining historical data for global equities bonds and Gold has returned XXX% nominal and XXX% in real terms annually since 1950" [X Link](https://x.com/MikeZaccardi/status/1978390451544613339) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:20Z 65.2K followers, 3793 engagements "GS: The performance of tech companies in the early 2000s was more heavily influenced by high valuations than by earnings" [X Link](https://x.com/MikeZaccardi/status/1978838367052710158) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T15:00Z 65.2K followers, 2476 engagements "AI LLM Model Performance Has Continued to Improve" [X Link](https://x.com/MikeZaccardi/status/1978602376811438096) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T23:22Z 65.2K followers, 3927 engagements "U.S. DOLLAR INDEX: Downtrend halted trading range emerges. More from me on @StockCharts $USD $DXY" [X Link](https://x.com/MikeZaccardi/status/1975262815532556710) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T18:12Z 65.2K followers, 2668 engagements "S&P XXX sector valuations @factset" [X Link](https://x.com/MikeZaccardi/status/1976719540818956674) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T18:40Z 65.1K followers, 3405 engagements "$SPY +35% last six months" [X Link](https://x.com/MikeZaccardi/status/1975880052387811811) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T11:04Z 65.1K followers, 3415 engagements "$AVGO $GOOGL big gains this week $CAT +9%" [X Link](https://x.com/MikeZaccardi/status/1979178938208223659) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T13:33Z 65.2K followers, 3070 engagements "$XRT Retail ETF - just about its worst 2-day drop since April 8" [X Link](https://x.com/MikeZaccardi/status/1975653596936241594) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T20:04Z 65.1K followers, 2985 engagements "$SMH has now doubled off its April low. 4-bagger from the October 2022 low @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1975167032178966584) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T11:51Z 65.1K followers, 2798 engagements "Tom Lee: VIX surge to XX shows "fear" creeping in. We still see S&P XXX 7000 by year-end. @fundstrat @fs_insight" [X Link](https://x.com/MikeZaccardi/status/1979129606893367451) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:17Z 65.2K followers, 3617 engagements "S&P XXX P/E 22.8x - the highest this century JPM 30yr avg: 17.0x" [X Link](https://x.com/MikeZaccardi/status/1973548204559093851) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-02T00:38Z 65.1K followers, 108.9K engagements "$IWC From Trash to Treasure: Micro-Caps Lead the Markets Risk-On Rebound My junky Wednesday Technical Take on micro-caps' record high. @StockCharts @Pdunuwila @dailychartbook" [X Link](https://x.com/MikeZaccardi/status/1978545165141729434) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T19:35Z 65.2K followers, 4945 engagements "$NVDA +91% last six months $TSLA +93% $ORCL +131% $AVGO +118% $TSM +110% $AMD +153% $MU +187% $LRCX +141% $GEV +111%" [X Link](https://x.com/MikeZaccardi/status/1975526592509276487) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T11:40Z 65.2K followers, 3909 engagements "The global industrial renaissance continues. With nearly XXX factory completions since mid-2023 and a $XXX billion pipeline led by $X billion-plus megaprojects advanced manufacturing is set to be a durable growth engine for the US economy with positive spillovers to industrial real estate private credit and nationwide employment. Torsten at Apollo" [X Link](https://x.com/MikeZaccardi/status/1978423854994260073) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T11:32Z 65.2K followers, 3640 engagements "Dividends: 2nd Quintile had the best Sharpe Ratio with the 1st Quintile the next best Each of the first four Dividend Yield Quintiles outperformed the market with the No Dividends portfolio a clear underperformer. @WisdomTreeFunds" [X Link](https://x.com/MikeZaccardi/status/1974895863052066911) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T17:54Z 65.1K followers, 5046 engagements "$COST a couple of percent and few weeks from a 52wk low $XLP" [X Link](https://x.com/MikeZaccardi/status/1975545614474879034) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T12:55Z 65.1K followers, 3007 engagements "$VIX snuck above XX was the highest in six weeks" [X Link](https://x.com/MikeZaccardi/status/1976666958717489271) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T15:11Z 65.1K followers, 2779 engagements "Anybody else have Jobless Claims nostalgia Lots of Fed speak to soothe melancholy macro onlookers. Barkin Waller Barr Miran Bowman Kashkari" [X Link](https://x.com/MikeZaccardi/status/1978781185569423727) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:12Z 65.2K followers, 2257 engagements "Of course the average stock is usually in a XX% drawdown @StrategasRP" [X Link](https://x.com/MikeZaccardi/status/1977157286465331667) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T23:40Z 65.1K followers, 8762 engagements "$IWM record high. Aiming for its first $XXX close. With lots of doubters mind you" [X Link](https://x.com/MikeZaccardi/status/1978181044911104382) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T19:28Z 65.1K followers, 3649 engagements "Utilities lighting it up last XX sessions $XLU Look at Staples $XLP with some alpha too" [X Link](https://x.com/MikeZaccardi/status/1978462645612056987) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T14:07Z 65.2K followers, 2543 engagements "Happy 3rd birthday bull market" [X Link](https://x.com/MikeZaccardi/status/1977326085152096572) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T10:50Z 65.1K followers, 5184 engagements "US ex-Big Tech P/E 20.1x" [X Link](https://x.com/MikeZaccardi/status/1978391422563668356) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:24Z 65.2K followers, 8310 engagements "GS: Capital markets are active but the composition differs and private capital is far deeper than in 1999-2000 US IPO Activity 1998-2000 vs. 2019-2021 vs. 2023-2025 and Average Deal Size ($mm)" [X Link](https://x.com/MikeZaccardi/status/1975128399397175321) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T09:18Z 65.1K followers, 2784 engagements "$SPY last few days. It smells like October @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978063875187597805) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:42Z 65.1K followers, 3314 engagements "Traders increasingly think X Fed rate cuts in 2025 @Kalshi Now a XX% chance" [X Link](https://x.com/MikeZaccardi/status/1978539969959391584) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T19:14Z 65.2K followers, 3445 engagements "$GDX saw that $XX peak from 2011 and beat it away with a broom. Clean sweep to $81+ nearly 4x where it was this time in 2022. Will US small and micro-caps do something similar Hmm @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978551745493053816) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T20:01Z 65.2K followers, 3073 engagements "US Dollar Index $DXY $USD poised for a Q3 gain Check out my quarter-end intermarket trends on @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1972967452335354031) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-30T10:11Z 65.2K followers, 2658 engagements "Consumer stocks leading" [X Link](https://x.com/MikeZaccardi/status/1979194471712501883) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T14:35Z 65.2K followers, 2974 engagements "Daily data for debit and credit card spending from Bloomberg shows a slowdown in recent weeks This is in contrast to the Redbook weekly same-store retail sales which show continued strength -Torsten at Apollo" [X Link](https://x.com/MikeZaccardi/status/1979141906002035182) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T11:06Z 65.2K followers, 2903 engagements "Is the Q4 2018 scenario a risk $SPX" [X Link](https://x.com/MikeZaccardi/status/1977667717701501101) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T09:28Z 65.1K followers, 8711 engagements "S&P XXX median stock P/E is now 20.0x (ttm) $DUK is the middle man" [X Link](https://x.com/MikeZaccardi/status/1954687016903348257) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-08-10T23:31Z 65.2K followers, 3828 engagements "In each year since 2023 EPS estimates for the Magnificent X have been revised higher S&P XXX revised lower" [X Link](https://x.com/MikeZaccardi/status/1974443130125435192) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-04T11:55Z 65.1K followers, 8033 engagements "Small-cap tailwinds include interest rate cuts and an earnings recovery. We'll see. X. Small caps have historically outperformed following rate cuts. X. Earnings for small caps appear to have reac" [X Link](https://x.com/MikeZaccardi/status/1970634861611221381) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-23T23:42Z 65.1K followers, 4985 engagements "NFIB Uncertainty Index surged to the fourth-highest reading in XX years. @AugurInfinity" [X Link](https://x.com/MikeZaccardi/status/1978107749499109535) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T14:36Z 65.1K followers, 3136 engagements "Insurance stocks sneaky soft today $KIE $IAK" [X Link](https://x.com/MikeZaccardi/status/1977820003207676345) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T19:33Z 65.2K followers, 3417 engagements "$LULU the next Under Armour $UA $UAA" [X Link](https://x.com/MikeZaccardi/status/1967585453613408310) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-15T13:45Z 65.2K followers, 4395 engagements "$SMH +42% YTD" [X Link](https://x.com/MikeZaccardi/status/1975169731435925767) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T12:02Z 65.1K followers, 3208 engagements "Carlyle estimates that the U.S. economy created just 17000 jobs in September" [X Link](https://x.com/MikeZaccardi/status/1975535571096531428) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T12:15Z 65.1K followers, 3730 engagements "Crypto is X% of the World Portfolio -GS" [X Link](https://x.com/MikeZaccardi/status/1978390699042050261) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:21Z 65.2K followers, 47.9K engagements "The S&P XXX has returned XXX% since September XX 2008 $LEH $AIG $MER That includes a -XX% plunge from the Lehman bankruptcy news to the March 2009 low. @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1967555019391271241) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-15T11:44Z 65.1K followers, 4987 engagements "$TLT HoD with bonds closed. Almost green" [X Link](https://x.com/MikeZaccardi/status/1977818783432819012) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T19:28Z 65.1K followers, 5005 engagements "Gold weekly RSI of XX is near the highest since 1979" [X Link](https://x.com/MikeZaccardi/status/1978069515486351678) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T12:04Z 65.1K followers, 3592 engagements "$IWC microcaps gunning for their first all-time high since March of 2021. Now +2.5% on the day. Makes $IWM's bear market look like a cakewalk" [X Link](https://x.com/MikeZaccardi/status/1978169341049729372) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T18:41Z 65.2K followers, 17.8K engagements "WTI crude oil pacing for its worst weekly settle since Jan 2021" [X Link](https://x.com/MikeZaccardi/status/1978552503051428082) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T20:04Z 65.2K followers, 3918 engagements "Consumer spending increasingly driven by the wealthy MS" [X Link](https://x.com/MikeZaccardi/status/1977356765982343330) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T12:52Z 65.1K followers, 6172 engagements "Ty for the shoutout on Squawk @carlquintanilla $RACE $DG" [X Link](https://x.com/MikeZaccardi/status/1974138027367936307) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-03T15:42Z 65.2K followers, 2582 engagements "Asset managers and private equity stocks are doing better. An encouraging sign" [X Link](https://x.com/MikeZaccardi/status/1977777486336270465) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T16:44Z 65.2K followers, 2978 engagements "The top will be when everyone finally understands the difference between spot gold and gold futures" [X Link](https://x.com/MikeZaccardi/status/1978394633076912273) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:36Z 65.1K followers, 3625 engagements "$TSM solid results helping global chips" [X Link](https://x.com/MikeZaccardi/status/1978763286620348484) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:01Z 65.2K followers, 2219 engagements "$GDX gold miners have 'fortress' balance sheets. - @DuncanLamont2 at Schroders" [X Link](https://x.com/MikeZaccardi/status/1973392844699148466) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-01T14:21Z 65.1K followers, 2722 engagements "Watch $TLT for a late-day dump. Sitting on the LoD" [X Link](https://x.com/MikeZaccardi/status/1975267999692341642) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T18:32Z 65.1K followers, 3168 engagements "BofA Global Fund Manager Survey: October FMS investor sentiment most bullish since Feb25" [X Link](https://x.com/MikeZaccardi/status/1978041329553736170) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T10:12Z 65.2K followers, 30.9K engagements "Gasoline futures hanging at levels not seen since early 2021. .one day that will mean lower pump prices. I think. @GasBuddyGuy @tEconomics" [X Link](https://x.com/MikeZaccardi/status/1978063610707394778) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:41Z 65.1K followers, 3172 engagements "$XLP approaching its April low Staples coming undone" [X Link](https://x.com/MikeZaccardi/status/1975292412487737512) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T20:09Z 65.1K followers, 3727 engagements "General Mills aims to restore to positive organic sales growth after another soft quarter Rev miss EPS beat reaffirms outlook $GIS -XXX% More folks eating at home" [X Link](https://x.com/MikeZaccardi/status/1968281994506424390) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-17T11:52Z 65.2K followers, 3006 engagements "Interest rates since 3000 BC" [X Link](https://x.com/MikeZaccardi/status/1974951787816984694) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T21:36Z 65.1K followers, 7173 engagements "$IWM a false false breakdown Back above the Nov 2021 high" [X Link](https://x.com/MikeZaccardi/status/1977824512185081896) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T19:51Z 65.1K followers, 3647 engagements "$MEME ETF +13% today. Oh good" [X Link](https://x.com/MikeZaccardi/status/1977777261345427805) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T16:43Z 65.2K followers, 3996 engagements "MACRO WATCH. The U.S. Dollar Index $USD is up XXX% in the second half of 2025. @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1977835986261307768) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T20:37Z 65.2K followers, 3486 engagements "$MEME a solid restart" [X Link](https://x.com/MikeZaccardi/status/1976385850561921146) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T20:34Z 65.2K followers, 4087 engagements "GS: We estimate that seasonally adjusted initial jobless claims increased to about 235k for the week ended October 4th" [X Link](https://x.com/MikeZaccardi/status/1976410783488819318) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T22:13Z 65.2K followers, 3232 engagements "$MOVE rate vol fresh lows back to Dec 2021 under 70" [X Link](https://x.com/MikeZaccardi/status/1974982300397138009) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T23:37Z 65.1K followers, 3933 engagements "$GDX +100% from the April low" [X Link](https://x.com/MikeZaccardi/status/1978457262172647898) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T13:45Z 65.2K followers, 2457 engagements "$XLP Staples sinks further negative on the year" [X Link](https://x.com/MikeZaccardi/status/1975998986692723016) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T18:57Z 65.1K followers, 2809 engagements "Good golly. Precious Metals industry free cash flow forecast $GDX" [X Link](https://x.com/MikeZaccardi/status/1974951155525636485) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T21:33Z 65.1K followers, 5000 engagements "$GS shaving about 245pts off the DJIA today" [X Link](https://x.com/MikeZaccardi/status/1978094611252781325) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T13:44Z 65.2K followers, 3285 engagements "$WMT $COST down hard too today" [X Link](https://x.com/MikeZaccardi/status/1978901412646957164) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:10Z 65.2K followers, 4195 engagements "$RACE crashes XX% worst decline in its 10-year history" [X Link](https://x.com/MikeZaccardi/status/1976238687366316321) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T10:49Z 65.1K followers, 8017 engagements "Very solid payroll growth in the 51st state last month" [X Link](https://x.com/MikeZaccardi/status/1976628347045401030) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T12:38Z 65.1K followers, 3581 engagements "up XX of the last XX weeks lol $XME" [X Link](https://x.com/MikeZaccardi/status/1978182529476624674) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T19:34Z 65.2K followers, 2806 engagements "GS: Computational Demands of Large Language Models Continues to Grow While Costs Continue to Fall" [X Link](https://x.com/MikeZaccardi/status/1978602266484506753) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T23:21Z 65.2K followers, 3155 engagements "$XME Metals and Mining ETF +7.4%. best day since April 9" [X Link](https://x.com/MikeZaccardi/status/1977777830650929312) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T16:45Z 65.2K followers, 3248 engagements "$MOVE rate vol back near its multi-year lows" [X Link](https://x.com/MikeZaccardi/status/1978763975031398403) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:04Z 65.2K followers, 2589 engagements "$IWC and $SMH about the same return over the last X months. Chips/AI and junk have been the themes" [X Link](https://x.com/MikeZaccardi/status/1978402898238210170) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T10:09Z 65.1K followers, 3007 engagements "Year-end performance chase starter pack: $SMH chip stocks $GDX gold miners $IWC micro-craps" [X Link](https://x.com/MikeZaccardi/status/1978542138963988564) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T19:23Z 65.1K followers, 3569 engagements "OpenAI valuation: half a trillion with revenue of $XX billion this year DB" [X Link](https://x.com/MikeZaccardi/status/1978783034800234617) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:20Z 65.2K followers, 8077 engagements "The national average for a gallon of regular gasolinecould reach the3-dollarmarkfor the first time in X years" [X Link](https://x.com/MikeZaccardi/status/1979136299840799016) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:43Z 65.2K followers, 3136 engagements "$XLU Independent Power and Renewable Electricity Producers expected to report XXX% EPS growth in Q3" [X Link](https://x.com/MikeZaccardi/status/1976719140095152447) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T18:39Z 65.1K followers, 4184 engagements "I wonder when the $VIX will be sub-12 again" [X Link](https://x.com/MikeZaccardi/status/1976247352269865221) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T11:24Z 65.1K followers, 3662 engagements "$VIX XX Stocks within a percent of a new record. $SPX" [X Link](https://x.com/MikeZaccardi/status/1978835537826873510) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T14:48Z 65.2K followers, 3639 engagements "$SPY -XXX% in the last month $KRE $XRT $XHB smoked Mid-caps down 5%. Few talking about that" [X Link](https://x.com/MikeZaccardi/status/1977074298025365856) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T18:10Z 65.2K followers, 14.2K engagements "Global portfolio: The US has gotten a larger weight within global equities (but also bonds) GS" [X Link](https://x.com/MikeZaccardi/status/1978390127819809081) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:18Z 65.2K followers, 2298 engagements "GS on AI: Our Baseline Assumptions Assume a XX% Uplift to Productivity Relatively Slow Adoption Timeline XX% Capital Share of Output and XX% Discount Rate" [X Link](https://x.com/MikeZaccardi/status/1978783731436716366) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:23Z 65.2K followers, 9724 engagements "S&P XXX +2.75% in September so far. No September scaries yet. @StockCharts Rosh Hashanah begins next Monday evening though. $STUDY" [X Link](https://x.com/MikeZaccardi/status/1969007434250309770) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-19T11:55Z 65.1K followers, 3122 engagements "US is half the G10 sovereign bond market but if we broaden out to include EM it looks different" [X Link](https://x.com/MikeZaccardi/status/1978537533613969427) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T19:04Z 65.2K followers, 3590 engagements "Almost XX% of all public fixed-income worldwide trades at a yield below 5%. With inflation at X% the real return for investors in public fixed income is a meager X% or less. And the taxes Torsten at Apollo" [X Link](https://x.com/MikeZaccardi/status/1976605316872818840) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T11:06Z 65.1K followers, 2382 engagements "and $IBM +6%" [X Link](https://x.com/MikeZaccardi/status/1975508096291144006) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T10:26Z 65.1K followers, 4986 engagements "Live cattle is kickin it. up XX sessions in a row @AugurInfinity Recod high #Beef" [X Link](https://x.com/MikeZaccardi/status/1978839227199586693) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T15:03Z 65.2K followers, 3856 engagements "Bears reasserted themselves" [X Link](https://x.com/MikeZaccardi/status/1978751095645085886) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T09:13Z 65.2K followers, 4468 engagements "$GLD Cembalest: the share of central bank foreign exchange reserves invested in gold has risen from XX% to 23%" [X Link](https://x.com/MikeZaccardi/status/1979133493717143645) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:32Z 65.2K followers, 4402 engagements "The IG index yield reached XXXX% which is near the very bottom of the range since September 2022" [X Link](https://x.com/MikeZaccardi/status/1978766617254240637) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:14Z 65.2K followers, 2677 engagements "AI (robotshumans) = less jobs 1yr returns: $PAYX -XX% $MAN -XX% $RHI -46%" [X Link](https://x.com/MikeZaccardi/status/1974048808787972516) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-03T09:48Z 65.2K followers, 2786 engagements "Mortgage rates -0.3ppt YoY" [X Link](https://x.com/MikeZaccardi/status/1978177693918076985) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T19:14Z 65.1K followers, 3567 engagements "Trump post at 337pm ET took a little steam out of the rally" [X Link](https://x.com/MikeZaccardi/status/1978245517785124943) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T23:44Z 65.2K followers, 3988 engagements "UK FTSE 100: All-time high $UKZ $EWU" [X Link](https://x.com/MikeZaccardi/status/1932402388393992199) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-06-10T11:40Z 65.1K followers, 2685 engagements "GS: We raise our Dec 2026 gold price forecast to $4900/toz (vs. $4300 prior) because the inflows driving the XX% rally since August 26th" [X Link](https://x.com/MikeZaccardi/status/1975495184743080154) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T09:35Z 65.2K followers, 5465 engagements "Gold most daily all-time highs since 1979 @AugurInfinity" [X Link](https://x.com/MikeZaccardi/status/1978107551922237848) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T14:36Z 65.1K followers, 3135 engagements "Rubner Citadel October Takeaways Structural Bull: Retail demand buybacks passive inflows and AI themes remain supportive Anti-momentum in November and December: Laggards outperform after Mutual fund Year-end" [X Link](https://x.com/MikeZaccardi/status/1978782141837172985) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:16Z 65.2K followers, 2566 engagements "$ZION "Id like to urge investors to keep in mind that March 2023 and the Silicon Valley Bank crisis remain fresh on everyones radar. So we could be in a shoot-first ask-questions-later environment offering opportunities if we continued selling." @SeekingAlpha Shares -X% premarket" [X Link](https://x.com/MikeZaccardi/status/1979125952329273483) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:02Z 65.2K followers, 3700 engagements "GS: We remain modestly pro-risk in our asset allocation: -we shift OW equities (from N) and UW credit (from N) and remain OW equities for 12m; -we upgrade commodities to N from UW for 3m and 12m to further improve diversification" [X Link](https://x.com/MikeZaccardi/status/1972591298172596661) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-29T09:16Z 65.1K followers, 6822 engagements "$GLD up $GDX down. Actually worst day for the miners vs the metal in X months" [X Link](https://x.com/MikeZaccardi/status/1975650235633500419) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T19:51Z 65.1K followers, 3922 engagements "$GLD highest dollar-volume day in recent memory" [X Link](https://x.com/MikeZaccardi/status/1976015192426475857) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T20:01Z 65.1K followers, 2752 engagements "Mortgage rates down another 4bps to 6.27%" [X Link](https://x.com/MikeZaccardi/status/1978524978719899758) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T18:14Z 65.2K followers, 3806 engagements "Growth is in its best period of return 10-year rolling return of growth vs. value annualized" [X Link](https://x.com/MikeZaccardi/status/1975540867755868558) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T12:37Z 65.1K followers, 8675 engagements "Earnings contribution to returns is clearly the best in the US LTM" [X Link](https://x.com/MikeZaccardi/status/1975182776132362615) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T12:54Z 65.1K followers, 6621 engagements "US remains XX% of the global equity market" [X Link](https://x.com/MikeZaccardi/status/1977723588577817060) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T13:10Z 65.2K followers, 12.3K engagements "30yr yield $TYX death cross h/t @RenMacLLC" [X Link](https://x.com/MikeZaccardi/status/1977888530513760264) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T00:05Z 65.1K followers, 3908 engagements "YTD all about tech and trash. Micro-caps now beating the S&P XXX Info Tech ETF in 2025: $SPY +14% $MDY +5% $IJR +5% $IWM +14% $IWC +22.6% $XLK +23.2% @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978550045851996427) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T19:54Z 65.2K followers, 2964 engagements "This would be silver's best year since 1979 Currently +82% YTD as of the latest print" [X Link](https://x.com/MikeZaccardi/status/1977860303510512104) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T22:13Z 65.1K followers, 4410 engagements "Watch XXXX% on the 10yr $TNX" [X Link](https://x.com/MikeZaccardi/status/1978460642777395571) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T13:59Z 65.2K followers, 35.4K engagements "JPMAM Kelly: International outperformance often aligns with dollar weakness $USD $DXY $UUP" [X Link](https://x.com/MikeZaccardi/status/1978444039016837324) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T12:53Z 65.2K followers, 2558 engagements "Gold not a source of funds today $GLD" [X Link](https://x.com/MikeZaccardi/status/1976730046527422625) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T19:22Z 65.1K followers, 4296 engagements "Fifth Third to Acquire Comerica in $XXXX Billion Stock Deal $FITB $CMA +12%" [X Link](https://x.com/MikeZaccardi/status/1975152089010720806) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T10:52Z 65.1K followers, 5976 engagements "3 years ago. Dollar -XX% since" [X Link](https://x.com/MikeZaccardi/status/1977024210217410655) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T14:51Z 65.1K followers, 4042 engagements "Harnett BofA: gold peak " $6k next spring" -end of government shutdown to spark big profit-taking -BofA private client allocation to gold is low at 0.5%" [X Link](https://x.com/MikeZaccardi/status/1979121963332243828) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T09:47Z 65.2K followers, 2247 engagements "GS: Major Announcements on AI Capex and Infrastructure Spend" [X Link](https://x.com/MikeZaccardi/status/1975128169977102811) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T09:17Z 65.2K followers, 60.1K engagements "$XRT Retail ETF more multi-year highs" [X Link](https://x.com/MikeZaccardi/status/1961061920410120239) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-08-28T13:42Z 65.1K followers, 3428 engagements "But it could be a 20-inning game or a rain-shorted five-inning affair $STUDY" [X Link](https://x.com/MikeZaccardi/status/1978439349738865103) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T12:34Z 65.2K followers, 4430 engagements "$FAST a slow start to earnings week" [X Link](https://x.com/MikeZaccardi/status/1977776725905043470) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T16:41Z 65.1K followers, 2864 engagements "Friday October 10th marked the largest options trading day in market history Rubner" [X Link](https://x.com/MikeZaccardi/status/1978781457481974041) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:13Z 65.1K followers, 2097 engagements "S&P XXX debt/equity heat map Hard-pressed to find more levered than $ORCL (ex Financials Utilities)" [X Link](https://x.com/MikeZaccardi/status/1975912247248744641) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T13:12Z 65.2K followers, 4763 engagements "Business development companies (BDCs) often seen as a proxy for the private credit market are under pressure .as investors grow increasingly concerned about credit quality and the recent rate cut which has prompted some managers to scale back distributions. @AugurInfinity @HaloInvesting" [X Link](https://x.com/MikeZaccardi/status/1976658797805330524) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T14:39Z 65.2K followers, 4614 engagements "Gold beating the Nasdaq XXX last five years $GLD +119% $QQQ +116%" [X Link](https://x.com/MikeZaccardi/status/1978832897311187039) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T14:38Z 65.2K followers, 3705 engagements "Since the June 2022 peak: $DBC broad commodity ETF -XX% $DBA ag commodity ETF +31% $DBB metals commodity ETF +5% $DBE energy commodity ETF -XX% @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978443532043010067) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T12:51Z 65.2K followers, 2526 engagements "$XRT right near correction territory. Retail stocks below Nov-Dec 2024 levels" [X Link](https://x.com/MikeZaccardi/status/1976742328669778190) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T20:11Z 65.1K followers, 3909 engagements "Which gets to $X trillion first $ORCL $WMT $JPM" [X Link](https://x.com/MikeZaccardi/status/1978464786103910552) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T14:15Z 65.2K followers, 2892 engagements "S&P XXX earnings estimates are melting up too" [X Link](https://x.com/MikeZaccardi/status/1975502791427891545) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T10:05Z 65.1K followers, 24.1K engagements "$IWC micro-caps. strong Nov-Dec returns historically. @StockCharts My full assessment: @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978560259032527158) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T20:35Z 65.2K followers, 3842 engagements "Gold YTD. eyes on 1979 +55.3%" [X Link](https://x.com/MikeZaccardi/status/1978066851851538927) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:54Z 65.1K followers, 3458 engagements "GS: Select AI-based Product Announcements in the last X weeks it's been a whirlwind" [X Link](https://x.com/MikeZaccardi/status/1975271595305541866) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T18:47Z 65.1K followers, 4138 engagements "The bull market's third anniversary $NDX almost 3x $RTY's gain" [X Link](https://x.com/MikeZaccardi/status/1977326609842782706) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T10:52Z 65.2K followers, 3770 engagements "Some $MEME swag just arrived ty @roundhill @MazzaDave" [X Link](https://x.com/MikeZaccardi/status/1978559262218433008) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T20:31Z 65.2K followers, 3453 engagements "The global 60/40 ETF $AOR is now up XXXX% on the year dividend included. Thats within a percentage point of the $SPY XXXX% total return. @stockcharts" [X Link](https://x.com/MikeZaccardi/status/1974800785998524890) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T11:36Z 65.2K followers, 3444 engagements "high times for all those Canadian gold miners $GDX" [X Link](https://x.com/MikeZaccardi/status/1976628866950291473) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T12:40Z 65.2K followers, 2444 engagements "$SPY -XXXX% $QQQ -XXXX% $SMH -XXXX% $IWM -XXXX% $EEM -XXXX% $IBIT -XXXX% $GLD +0.43%" [X Link](https://x.com/MikeZaccardi/status/1978042871769932145) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T10:19Z 65.2K followers, 3819 engagements "Bond market closed. $TLT -0.3%" [X Link](https://x.com/MikeZaccardi/status/1977675876902011345) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T10:00Z 65.1K followers, 10.7K engagements "$GLD implied vol about XX% It was under XX% in August" [X Link](https://x.com/MikeZaccardi/status/1976077421767233802) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T00:09Z 65.1K followers, 3605 engagements "$IWM junk beating quality mid-caps $MDY by more than 13ppt in the last X months @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978183337618317377) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T19:37Z 65.1K followers, 3842 engagements "Utilities Truflation XXXX% YoY (real-time)" [X Link](https://x.com/MikeZaccardi/status/1978906275862696136) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:29Z 65.2K followers, 3572 engagements "$GDX eclipses $QQQ since Q4 2015 +541% vs +500%" [X Link](https://x.com/MikeZaccardi/status/1976016332907802928) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T20:06Z 65.1K followers, 2725 engagements "$GLD parabolic vs $KRE . a troubling macro chart" [X Link](https://x.com/MikeZaccardi/status/1978831706573480383) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T14:33Z 65.2K followers, 3322 engagements "Goldman pegs the US recession chance at XX% in the next year" [X Link](https://x.com/MikeZaccardi/status/1975524343879721029) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T11:31Z 65.1K followers, 7810 engagements "Oct Philly Fed Mfg Index: one of the largest sequential drops in the last XX years 6-month low" [X Link](https://x.com/MikeZaccardi/status/1978811946624323848) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T13:15Z 65.2K followers, 4409 engagements "Is the FTSE limit up yet $EWU" [X Link](https://x.com/MikeZaccardi/status/1920417753640444051) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-05-08T09:57Z 65.1K followers, 2843 engagements "$GLD vs $SPY . eyes on that April high" [X Link](https://x.com/MikeZaccardi/status/1976745332680601754) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T20:23Z 65.2K followers, 3596 engagements "Dollar soaring closer to XXX on the $DXY now down less than X% YoY" [X Link](https://x.com/MikeZaccardi/status/1976375456279548396) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T19:53Z 65.1K followers, 4325 engagements "$IWC vs $QQQ @StockCharts microcraps vs the vaunted Nasdaq XXX. fresh YTD high" [X Link](https://x.com/MikeZaccardi/status/1978787357164744820) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:37Z 65.2K followers, 2409 engagements "Berkshire has underperformed the S&P XXX by 23ppt over the past XX trading days. the most since the year 2000 $BRKA $SPY @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1945563118408507661) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-07-16T19:16Z 65.2K followers, 8754 engagements "GRANOLAS bite back $VGK $FXE GRANOLAS have rallied +16% since the summer trough supported by a Goldilocks macro backdroprobust US growth alongside Fed rate cuts. -GS" [X Link](https://x.com/MikeZaccardi/status/1979164557646995897) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T12:36Z 65.2K followers, 3193 engagements "The median S&P XXX stock is in a XX% drawdown" [X Link](https://x.com/MikeZaccardi/status/1977010349753942258) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T13:56Z 65.2K followers, 286.6K engagements "Wedbush's Asia checks show bullish sentiment for "AI Revolution" accelerating chip demand for Nvidia @DivesTech $NVDA $TSM $AMD" [X Link](https://x.com/MikeZaccardi/status/1978780116143538321) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:08Z 65.2K followers, 2624 engagements "Massive unrealized capital gain here $SLV" [X Link](https://x.com/MikeZaccardi/status/1977862302536744979) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T22:21Z 65.2K followers, 4051 engagements "$ORCL net debt to EBITDA . high at near 400%" [X Link](https://x.com/MikeZaccardi/status/1979132986994872617) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:30Z 65.2K followers, 3001 engagements "5-year breakeven inflation rate actually not far from a 52-week low" [X Link](https://x.com/MikeZaccardi/status/1978764913444102379) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:08Z 65.2K followers, 4162 engagements "There's a new DJIA YTD leader. and it has been plowing ahead big time: $CAT +47% $GS +34% $NVDA +34% $JNJ +32%" [X Link](https://x.com/MikeZaccardi/status/1978784059682660839) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:24Z 65.2K followers, 2650 engagements "Gold leads YTD on Total Return and Sharpe Dollar worst but off the lows" [X Link](https://x.com/MikeZaccardi/status/1977353668564312162) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T12:40Z 65.2K followers, 4282 engagements "It wasn't long ago when the YTD sector-performance spread was rather tight. Not so much anymore: $XLK +26% $XLP +1%" [X Link](https://x.com/MikeZaccardi/status/1976013886299177147) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T19:56Z 65.1K followers, 2642 engagements "$EEM +1% with US stocks up a bit. Gold higher" [X Link](https://x.com/MikeZaccardi/status/1978763447908085940) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:02Z 65.1K followers, 2240 engagements "$ORCL free cash flow per share ttm all-time low" [X Link](https://x.com/MikeZaccardi/status/1975910882992603137) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T13:07Z 65.2K followers, 5025 engagements "Regional banks homebuilders smokin $KRE $XHB" [X Link](https://x.com/MikeZaccardi/status/1978170830518354164) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T18:47Z 65.2K followers, 4396 engagements "The average price for a new car in the U.S. just topped $50000" [X Link](https://x.com/MikeZaccardi/status/1978823671897633179) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T14:01Z 65.2K followers, 2994 engagements "Remember last earnings season. stocks got slammed after reporting. Beats just +0.3% (vs avg) Misses -XXX% Redux @FactSet" [X Link](https://x.com/MikeZaccardi/status/1978068936244482247) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T12:02Z 65.1K followers, 3197 engagements "Fed balance sheet down $2.3tn since 2022 The Fed continues to un-print money" [X Link](https://x.com/MikeZaccardi/status/1979122255008354349) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T09:48Z 65.2K followers, 2356 engagements "Datacenter starts spending is accelerating" [X Link](https://x.com/MikeZaccardi/status/1967191598380302495) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-14T11:40Z 65.2K followers, 88.8K engagements "Bank earnings on tap. They are trading heavy. $KBE $XLF @WallStHorizon @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1976412831445811642) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T22:21Z 65.2K followers, 3499 engagements "The S&P XXX has beaten Berkshire Hathaway by a considerable margin over the past XX years. $SPY +659% $BRKA +496%" [X Link](https://x.com/MikeZaccardi/status/1944124528138891754) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-07-12T19:59Z 65.2K followers, 20.9K engagements "Deutsche Bank says markets remain highly sensitive to U.S.-China trade developments" [X Link](https://x.com/MikeZaccardi/status/1977675022853624120) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T09:57Z 65.1K followers, 3584 engagements "GS: Buyback authorizations have increased by XX% year/year YTD but AI-related capex has generally come at the expense of buybacks" [X Link](https://x.com/MikeZaccardi/status/1978975240806916406) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T00:03Z 65.2K followers, 5214 engagements "Small-cap earnings growth is now positive expected to eclipse large-cap earnings growth in 2H25 and 2026" [X Link](https://x.com/MikeZaccardi/status/1974458481399710141) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-04T12:56Z 65.1K followers, 14K engagements "The S&P XXX Total Return Index is now +101% from the October 2022 low. $SPXTR The bull market turns three years old a week from tomorrow. @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1974859372757962852) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T15:29Z 65.2K followers, 3806 engagements "SPX implied dividend yield ticks up to 1.2%" [X Link](https://x.com/MikeZaccardi/status/1977723397120405552) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T13:09Z 65.1K followers, 3033 engagements "Micro-craps indeed. Mega-caps' best day vs $IWC since Feb 2024" [X Link](https://x.com/MikeZaccardi/status/1978907094465306734) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:33Z 65.2K followers, 3482 engagements "$VIX went straight down in the afternoon. From XX to under 21" [X Link](https://x.com/MikeZaccardi/status/1979277302812021182) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T20:04Z 65.2K followers, 3560 engagements "Business Activity Surveys Were Soft on Net in September ISM Mfg confirmed" [X Link](https://x.com/MikeZaccardi/status/1973390711501283670) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-01T14:13Z 65.1K followers, 3267 engagements "$JOBY weighing on the Russell 2000 this morning" [X Link](https://x.com/MikeZaccardi/status/1975861443535745153) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T09:50Z 65.2K followers, 3066 engagements "VIX XX that takes you back to April 22" [X Link](https://x.com/MikeZaccardi/status/1979123238522286147) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T09:52Z 65.2K followers, 2403 engagements "78% EPS beat rate so far just X% reporting @fundstrat" [X Link](https://x.com/MikeZaccardi/status/1978776231903363252) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:53Z 65.2K followers, 4613 engagements "Redbook retail sales holding in the +5% to +6% range @AugurInfinity" [X Link](https://x.com/MikeZaccardi/status/1975861105890132458) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T09:49Z 65.2K followers, 2475 engagements "For CY 2025 analysts are projecting earnings growth of XXXX% and revenue growth of XXX% For CY 2026 analysts are projecting earnings growth of XXXX% and revenue growth of XXX% @FactSet" [X Link](https://x.com/MikeZaccardi/status/1979241774007701529) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T17:43Z 65.2K followers, 2241 engagements "$LLY $NVO slimmer AH" [X Link](https://x.com/MikeZaccardi/status/1978965417751167459) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T23:24Z 65.2K followers, 3215 engagements "Buyback announcements. Enter: Korea JPMAM" [X Link](https://x.com/MikeZaccardi/status/1977771539325198598) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T16:20Z 65.1K followers, 3199 engagements "GS: Dominant companies today are not as expensive as those in previous bubble periods in history" [X Link](https://x.com/MikeZaccardi/status/1975853653350388018) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T09:19Z 65.1K followers, 17.7K engagements "Gold miners now +142% YTD $GDX" [X Link](https://x.com/MikeZaccardi/status/1978764413021606335) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:06Z 65.2K followers, 2982 engagements "China rare earth exports to the US down big from 2022-23. Rare earth miners ETF a double" [X Link](https://x.com/MikeZaccardi/status/1979132160318579174) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:27Z 65.2K followers, 2605 engagements "Commodities ETF $DBC a 3-month high" [X Link](https://x.com/MikeZaccardi/status/1971590434603585539) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-26T14:59Z 65.1K followers, 2585 engagements "S&P XXX sector valuations: Look at how pricey Utilities is. Ty AI" [X Link](https://x.com/MikeZaccardi/status/1977353881320402967) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T12:41Z 65.1K followers, 10.8K engagements "Biotech soft but $IWM still beating $IJR again" [X Link](https://x.com/MikeZaccardi/status/1977731253446033529) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T13:40Z 65.1K followers, 3622 engagements "China 'not afraid' of trade war with U.S" [X Link](https://x.com/MikeZaccardi/status/1977330321705308373) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T11:07Z 65.1K followers, 6115 engagements "GS: tariff evasion could affect over $200bn in US imports and reduce US tariff revenue by $40bn annually relative to a full-compliance counterfactual" [X Link](https://x.com/MikeZaccardi/status/1970781620958375988) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-24T09:25Z 65.1K followers, 2328 engagements "Gold now a XXX% CAGR since 1971" [X Link](https://x.com/MikeZaccardi/status/1978608061318041779) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T23:44Z 65.2K followers, 9835 engagements "Rubnet Citadel: On average October 26th marks the Q4 low for the S&P XXX while October XX marks the Q4 low for the Nasdaq XXX. Happy Halloween 👻 🎃" [X Link](https://x.com/MikeZaccardi/status/1978781856825807018) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:15Z 65.2K followers, 2462 engagements "TACOs tonight" [X Link](https://x.com/MikeZaccardi/status/1976717703084716292) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T18:33Z 65.1K followers, 3481 engagements "Salesforce Gen AI Summit & Investor Day next week too $CRM @ChristineLShort @WallStHorizon" [X Link](https://x.com/MikeZaccardi/status/1975968451513721179) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T16:56Z 65.1K followers, 3785 engagements "ISM Services Business Activity PMI XXXX nearly the lowest since May 2020" [X Link](https://x.com/MikeZaccardi/status/1974113007786733634) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-03T14:03Z 65.1K followers, 23.1K engagements "$KRE vs $SPY nearly the worst day since March 2023" [X Link](https://x.com/MikeZaccardi/status/1978924456111145212) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T20:42Z 65.2K followers, 7820 engagements "Dollar ripping. Quietly putting in a strong second half of 2025" [X Link](https://x.com/MikeZaccardi/status/1975649405622501685) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T19:48Z 65.1K followers, 3959 engagements "$XME Metals and Mining ETF Up all but X week since Q2 started. Oh dear. @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978182398945731043) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T19:33Z 65.2K followers, 4518 engagements "Inferior 'quality' YTD" [X Link](https://x.com/MikeZaccardi/status/1978176074404987239) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T19:08Z 65.2K followers, 3331 engagements "$XLRE Real Estate the sneaky S&P XXX sector ETF winner this week +3.1%" [X Link](https://x.com/MikeZaccardi/status/1979180426485747953) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T13:39Z 65.2K followers, 3188 engagements "How to Trade the Q3 Earnings Wave: Delta Pepsi and the Banks $DAL $PEP $JPM numbers on the way My Wednesday @StockCharts Technical Take @Pdunuwila @dailychartbook" [X Link](https://x.com/MikeZaccardi/status/1975985494480781509) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T18:03Z 65.2K followers, 5306 engagements "$LOW chart is something for the bears to behold. Down XX of the past XX sessions. $HD not much better" [X Link](https://x.com/MikeZaccardi/status/1977011402637533312) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T14:00Z 65.2K followers, 5392 engagements "$TSM Taiwan Semiconductor Q3 beats estimates raises outlook boosted by AI megatrend" [X Link](https://x.com/MikeZaccardi/status/1978780346553376814) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:09Z 65.2K followers, 2863 engagements "Q3 earnings season: Options imply XXX% earnings-day move the highest since 2022 Rubner" [X Link](https://x.com/MikeZaccardi/status/1978781646263288045) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:14Z 65.1K followers, 2093 engagements "You can take it back X years and gold miners are crushing US large-cap growth stocks $GDX +356% $IWF +232%" [X Link](https://x.com/MikeZaccardi/status/1978833477228204300) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T14:40Z 65.2K followers, 2792 engagements "GS: Job Growth Is Already Very Weak Outside of Healthcare and Company Management Teams Appear Increasingly Focused on Using AI to Save on Labor Costs" [X Link](https://x.com/MikeZaccardi/status/1978062604191854789) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:37Z 65.1K followers, 5850 engagements "Record-high US household allocation to stocks" [X Link](https://x.com/MikeZaccardi/status/1976974273748386064) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T11:32Z 65.2K followers, 9235 engagements "Trump call exercised" [X Link](https://x.com/MikeZaccardi/status/1976664859858309224) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T15:03Z 65.1K followers, 4280 engagements "GS: We Estimate That Tariff Increases Have Boosted Core PCE Prices by XXXX% So Far This Year and Will Boost Them by a Further XXX% Eventually" [X Link](https://x.com/MikeZaccardi/status/1977665081438851213) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T09:17Z 65.1K followers, 7506 engagements "$VIX back under 19" [X Link](https://x.com/MikeZaccardi/status/1977819169577214320) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T19:30Z 65.1K followers, 4364 engagements "GS: Foreign investors hold a record XX% share of the US stock market" [X Link](https://x.com/MikeZaccardi/status/1977002282454843394) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T13:24Z 65.1K followers, 16.6K engagements "GS: Capex spending has rapidly increased since ChatGPT emerged" [X Link](https://x.com/MikeZaccardi/status/1977333928340951451) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-12T11:22Z 65.1K followers, 10.5K engagements "For grins I did a write-up on $ULTY One of the comments was "The yield is XXX% and you're talking about a XXX% expense ratio" Some serious investor education is required" [X Link](https://x.com/MikeZaccardi/status/1967180356337143919) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-14T10:55Z 65.1K followers, 8860 engagements "$TGT Target Q2 comparable sales dropped XXX% an improvement from Q1 signaling potential stabilization in consumer demand. The impact of the new CEO on strategy and potential changes to operational execution was a focal point of discussion. @gainify_io" [X Link](https://x.com/MikeZaccardi/status/1959607499474042892) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-08-24T13:23Z 65.1K followers, 2515 engagements "GS: We estimate that job growth has slowed to about 40k jobs/month on average this year and 25k jobs/month over the last three months below our estimate of the breakeven pace needed to stabilize the unemployment rate" [X Link](https://x.com/MikeZaccardi/status/1978463904352055659) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T14:12Z 65.2K followers, 2777 engagements "GS: When There Is a Gap Between GDP and Payroll Growth GDP Tends to Be Revised Towards Payrolls More Than the Other Way Around" [X Link](https://x.com/MikeZaccardi/status/1978464036791394710) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T14:12Z 65.1K followers, 4528 engagements "Tom Lee: There's pressure for funds to outperform into year-end. Performance chase already underway From @fundstrat @business" [X Link](https://x.com/MikeZaccardi/status/1978398931152441490) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:53Z 65.2K followers, 10.1K engagements "GS: AI Drives Large Productivity Gains When Successfully Deployed" [X Link](https://x.com/MikeZaccardi/status/1978602207571575066) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T23:21Z 65.2K followers, 6310 engagements "Nestl to cut 16000 jobs" [X Link](https://x.com/MikeZaccardi/status/1978780738162934125) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:11Z 65.2K followers, 2339 engagements "$XHB Homebuilders in correction territory a 2-month closing low" [X Link](https://x.com/MikeZaccardi/status/1976377455104700556) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T20:01Z 65.2K followers, 4172 engagements "PE dry powder remains elevated" [X Link](https://x.com/MikeZaccardi/status/1974951269325586620) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-05T21:34Z 65.1K followers, 6748 engagements "$VIX XX would be its highest daily print since April 23" [X Link](https://x.com/MikeZaccardi/status/1978908237018624415) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:37Z 65.2K followers, 34.7K engagements "$IWC microcaps are now +24% YTD They were -XX% in April @StockCharts" [X Link](https://x.com/MikeZaccardi/status/1978812420736049272) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T13:17Z 65.2K followers, 3830 engagements "Households now spend almost as much on restaurants takeout and delivery as on groceries eaten at home. Torsten at Apollo" [X Link](https://x.com/MikeZaccardi/status/1978777083837812857) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T10:56Z 65.2K followers, 3836 engagements "The big spec names are soaring this morning $CRDO $IONQ $MARA $BE $OKLO $SMR $LEU $RGTI Russell 2000 premarket heat map" [X Link](https://x.com/MikeZaccardi/status/1978400629740474565) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T10:00Z 65.2K followers, 11.7K engagements "December X marks the 10th anniversary of the gold bull market. @awealthofcs It tagged $1045 for a cycle low on 12/3/2015" [X Link](https://x.com/MikeZaccardi/status/1978903102594990304) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:17Z 65.2K followers, 3239 engagements "Russell 2000 EPS growth expected to be XX% next year GS" [X Link](https://x.com/MikeZaccardi/status/1977027955856752705) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-11T15:06Z 65.1K followers, 17.2K engagements "ChatGPT dominates" [X Link](https://x.com/MikeZaccardi/status/1978782317393875347) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:17Z 65.2K followers, 2615 engagements "Chips storming back this morning $TSM $NVDA $ASML" [X Link](https://x.com/MikeZaccardi/status/1978392980504396276) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T09:30Z 65.2K followers, 3461 engagements "$VIX was near XX this morning. Now under 24" [X Link](https://x.com/MikeZaccardi/status/1979161028198793614) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T12:22Z 65.2K followers, 3286 engagements "$CRM Salesforce jumps X% after giving new revenue target of $XX billion by 2030 @WallStHorizon @ChristineLShort" [X Link](https://x.com/MikeZaccardi/status/1978780857918763325) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:11Z 65.2K followers, 2264 engagements "Bonds $AGG nice diversification" [X Link](https://x.com/MikeZaccardi/status/1976707400821248162) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T17:52Z 65.1K followers, 3308 engagements "Retail investor participation is getting intense" [X Link](https://x.com/MikeZaccardi/status/1977885412640141487) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T23:53Z 65.1K followers, 4350 engagements "$GLD all-time high weekly close. An 8th straight up week. On record weekly dollar volume" [X Link](https://x.com/MikeZaccardi/status/1976739244623511926) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T19:58Z 65.1K followers, 3375 engagements "GS: The AI Spending Boom Is Not Too Big AI Investment Has Risen by Around $300bn Since 2023" [X Link](https://x.com/MikeZaccardi/status/1978602152479100945) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T23:21Z 65.2K followers, 15.7K engagements "BofA Global Fund Manager Survey: #1 systemic credit event source now seen as private equity/credit" [X Link](https://x.com/MikeZaccardi/status/1978041210389385381) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T10:12Z 65.2K followers, 18.2K engagements "$XLK $SMH down a bit more than $KRE this morning" [X Link](https://x.com/MikeZaccardi/status/1979127794681471052) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:10Z 65.2K followers, 2393 engagements "Job Searches for Holiday Season Soar With Full-Time Roles Scarce" [X Link](https://x.com/MikeZaccardi/status/1978784850925494440) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:27Z 65.2K followers, 2488 engagements "S&P XXX best session since May XX +1.56%" [X Link](https://x.com/MikeZaccardi/status/1977827090914591163) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T20:01Z 65.1K followers, 4310 engagements "Nasdaq ttm P/E is 38x It got to almost double that in early 2000" [X Link](https://x.com/MikeZaccardi/status/1975271226743607352) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T18:45Z 65.2K followers, 5999 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MikeZaccardi Mike Zaccardi, CFA, CMT 🍖
Mike Zaccardi, CFA, CMT 🍖 posts on X about stocks, $gdx, $gld, vix the most. They currently have XXXXXX followers and 3518 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXXXX +20%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +38%
Mentions: XXX #
- X Week XXX +22%
- X Month XXXXX +3.60%
- X Months XXXXX +45%
- X Year XXXXX +64%
Followers: XXXXXX #
- X Week XXXXXX +0.78%
- X Month XXXXXX +2.70%
- X Months XXXXXX +20%
- X Year XXXXXX +52%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #3716 stocks #4648 cryptocurrencies #2787 technology brands XXXX% countries XXXX% exchanges #6496 currencies XXXX% automotive brands XXXX% luxury brands XXXX% fashion brands XXXX%
Social topic influence stocks #1267, $gdx #4, $gld #26, vix #55, $vix #32, $spy #246, $iwm #137, $iwc #2, $kre #5, $smh #6
Top accounts mentioned or mentioned by @seekingalpha @stockcharts @kalshi @gainifyio @wallsthorizon @fundstrat @wisdomtreefunds @fsinsight @investibrew @tradingview @finvizcom @teconomics @koyfincharts @divestech @chambleebrandel @augurinfinity @jeremydschwartz @nolayingup @wsj @truflation
Top assets mentioned SPDR GOLD ETF (GLD) Vixco (VIX) SPDR S&P XXX ETF Trust (SPY) Spacemesh (SMH) NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Taiwan Semiconductor (TSM) Zions Bancorporation, NA. (ZION) iShares BTC Trust (IBIT) MemeCoin (MEME) Robonomics Network (XRT) Advanced Micro Devices (AMD) GammaSwap (GS) Ferrari N.V. (RACE) Broadcom, Inc. (AVGO) DeepBrain Chain (DBC) CatCoin (CAT) Decentral Games (DG) Bitcoin (BTC) Basis Cash (BAC) PepsiCo, Inc. (PEP) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) American International Group Inc (AIG) Bitcoin Incognito (XBI) Domino's Pizza Inc (DPZ) Costco Hot Dog (COST) SPX6900 (SPX) BlueMove (MOVE) Walmart, Inc. (WMT) JPMorgan Chase (JPM) Berkshire Hathaway Inc. (BRK.A) Salesforce Inc (CRM) Cream (CRM) Philip Morris International Inc. (PM) Altria Group Inc (MO) British American Tobacco (BTI)
Top Social Posts #
Top posts by engagements in the last XX hours
"Prediction markets now imply that the government shutdown could last for over a month disrupting economic data for quite a while. @Kalshi market shows XXXX days"
X Link @MikeZaccardi 2025-10-14T11:35Z 65.1K followers, 3061 engagements
"$VIX got to 22"
X Link @MikeZaccardi 2025-10-10T16:36Z 65.2K followers, 3399 engagements
"$PM $MO $BTI smokes worked today"
X Link @MikeZaccardi 2025-10-10T20:13Z 65.1K followers, 3558 engagements
"Peace dividend WTI crude oil now the same price as XX years ago h/t Neil Dutta @RenMacLLC @StockCharts"
X Link @MikeZaccardi 2025-10-16T11:54Z 65.2K followers, 7275 engagements
"The rent vs. buy debate has taken on new meaning for Gen Z thanks to soaring share prices and more investment options @WSJ A JPMorgan Chase report found that XX% of 25-year-olds used investment accounts in 2024 up from X% of the age group in 2015"
X Link @MikeZaccardi 2025-10-15T09:57Z 65.2K followers, 3029 engagements
"$GDX implied vol up to 39%. Still seems low. Feels like this thing could crash XX% in a heartbeat up here"
X Link @MikeZaccardi 2025-10-09T00:06Z 65.1K followers, 3499 engagements
"GS: Our US Equity Sentiment Indicator registers +0.3 this week suggesting broad investor positioning in the US equity market remains neutral"
X Link @MikeZaccardi 2025-10-10T21:54Z 65.2K followers, 3106 engagements
"Crypto smacked"
X Link @MikeZaccardi 2025-10-14T10:10Z 65.1K followers, 4530 engagements
"$GDX now beating $QQQ last X years +123% vs 116%"
X Link @MikeZaccardi 2025-10-16T14:37Z 65.2K followers, 2992 engagements
"Some of Friday's losses recovered. But beware the Sunday night gap-up. "Stocks don't bottom on a Friday.""
X Link @MikeZaccardi 2025-10-12T22:03Z 65.2K followers, 17.1K engagements
"Forget momentum. IPOs spin-offs hedge funds and small-cap growth are the best equity factors over the last X months. @KoyfinCharts"
X Link @MikeZaccardi 2025-10-09T13:25Z 65.1K followers, 3007 engagements
"According to the Federal Reserve the top X% of households by wealth own $XX trillion of corporate equities and mutual funds accounting for XX% of aggregate household equity ownership. The bottom XX% of households hold just $XXX trillion or X% of the total. -GS"
X Link @MikeZaccardi 2025-10-11T11:31Z 65.2K followers, 4783 engagements
"$AMD turns positive $WFC up $GS down"
X Link @MikeZaccardi 2025-10-14T12:07Z 65.1K followers, 3705 engagements
"High income outperforming low income stocks Ferrari $RACE vs Dollar Gen $DG"
X Link @MikeZaccardi 2025-10-03T09:51Z 65.1K followers, 6549 engagements
"$RSP down just 35bps Homebuilders perking up"
X Link @MikeZaccardi 2025-10-14T13:53Z 65.1K followers, 3075 engagements
"$ZION "Keep in mind that ZION is an $X billion market cap so $XX million on its own is not problematic from a long-term perspective." Zions reports Q3 numbers Monday AMC XX% staddle @WallStHorizon @SeekingAlpha"
X Link @MikeZaccardi 2025-10-17T10:50Z 65.2K followers, 3759 engagements
"YTD: Gold $GLD +65% Bitcoin $IBIT +12%"
X Link @MikeZaccardi 2025-10-17T10:38Z 65.2K followers, 3381 engagements
"GS: While positioning overall appears constrained isolated pockets of froth have continued to percolate within the equity market in recent weeks. For example baskets related to quantum computing cryptocurrency and drones have all surged by more than XX% in the past month"
X Link @MikeZaccardi 2025-10-10T21:55Z 65.2K followers, 3477 engagements
"$GDX could 3x its next-best year in 2025 (2016 +48.5%) @tradingview"
X Link @MikeZaccardi 2025-10-08T20:20Z 65.1K followers, 3624 engagements
"GS: Our analysis suggests that at the moment US businesses are bearing the largest share of the tariff costs XX% US businesses XX% US consumers X% foreign exporters X% tariff evasion"
X Link @MikeZaccardi 2025-10-13T09:17Z 65.2K followers, 17.1K engagements
"$IJR finally beating $IWM Profitable small caps chalking up a W vs the junky today"
X Link @MikeZaccardi 2025-10-14T13:39Z 65.1K followers, 3151 engagements
"BofA Global Fund Manager Survey: FMS cash levels at very low XXX% liquidity conditions rated best since Sep'21 investors are the most UW cash since Dec'24"
X Link @MikeZaccardi 2025-10-14T10:14Z 65.1K followers, 5362 engagements
"GS: Why we are not in a bubble. yet The top XX US companies dominate the world equity market"
X Link @MikeZaccardi 2025-10-08T09:18Z 65.1K followers, 8560 engagements
"Gold 20yr CAGR now XXXX% highest since 1991"
X Link @MikeZaccardi 2025-10-15T23:47Z 65.2K followers, 3961 engagements
"Aerospace & Defense names sneaky 52wk highs today. $RTX $HWM"
X Link @MikeZaccardi 2025-09-26T16:49Z 65.1K followers, 2668 engagements
"Gold nearly its worst day in X months. On massive volume. $GLD"
X Link @MikeZaccardi 2025-10-09T19:52Z 65.1K followers, 8806 engagements
"HY spread hasn't been higher since Aug X $HYG $JNK $USHY"
X Link @MikeZaccardi 2025-10-12T00:04Z 65.1K followers, 6040 engagements
"$AAPL $NVDA $AMZN -X% from two hours ago before the Trump Truth $FXI has plunged X% $EEM -XXX% from mid-morning @finviz_com"
X Link @MikeZaccardi 2025-10-10T16:12Z 65.2K followers, 3981 engagements
"$BAC first Investor Day in a few years on Nov X @WallStHorizon"
X Link @MikeZaccardi 2025-10-16T16:04Z 65.2K followers, 3446 engagements
"Luxury names surge after XX% pop in LVMH"
X Link @MikeZaccardi 2025-10-15T09:49Z 65.1K followers, 2899 engagements
"$AVGO seems to want a gap-fill"
X Link @MikeZaccardi 2025-10-10T19:42Z 65.1K followers, 3260 engagements
"Bonds $AGG just a X% YTD drawdown Solid year +6%"
X Link @MikeZaccardi 2025-10-05T12:36Z 65.1K followers, 4248 engagements
"Real Estate $XLRE best 2-day relative rally in a couple months"
X Link @MikeZaccardi 2025-10-15T19:49Z 65.2K followers, 2812 engagements
""$10000 gold" sounds a bit like "$300 oil""
X Link @MikeZaccardi 2025-10-17T12:26Z 65.2K followers, 3322 engagements
"Pepsico Non-GAAP EPS of $XXXX beats by $XXXX revenue of $23.94B beats by $90M $PEP Shares a little lower not a great chart @StockCharts"
X Link @MikeZaccardi 2025-10-09T10:02Z 65.1K followers, 3169 engagements
"$DBC commodities actually pulled back significantly in the afternoon"
X Link @MikeZaccardi 2025-09-26T19:58Z 65.1K followers, 3692 engagements
"$IWC micro-caps +64% from the April low Almost double the S&P 500's gain. More from me on @StockCharts:"
X Link @MikeZaccardi 2025-10-16T12:39Z 65.2K followers, 2986 engagements
"The year-end will be epic. $MEME ETF is back from the grave. h/t @jkrinskypga"
X Link @MikeZaccardi 2025-10-08T19:23Z 65.2K followers, 4572 engagements
"$SLV implied volatility up to XX% - highest in at least two years @optionrats"
X Link @MikeZaccardi 2025-10-15T20:22Z 65.2K followers, 3481 engagements
"Bottom-50% of households by wealth own way more stocks today vs 2010s. Citadel Rubner"
X Link @MikeZaccardi 2025-10-05T11:43Z 65.2K followers, 241.9K engagements
"$TAN solar stocks 52wk high"
X Link @MikeZaccardi 2025-10-09T20:31Z 65.2K followers, 3987 engagements
"Folks are bullish small caps"
X Link @MikeZaccardi 2025-10-16T09:13Z 65.2K followers, 2635 engagements
"YTD: Gold +53% Oil -19%"
X Link @MikeZaccardi 2025-10-11T11:38Z 65.1K followers, 4718 engagements
"Goldman Sachs: Commodities in Focus -Bullish gold copper -Meh on oil aluminum"
X Link @MikeZaccardi 2025-10-09T11:15Z 65.2K followers, 7932 engagements
"NYSE Common Stock Only A-D Line . no new high since Sept 11"
X Link @MikeZaccardi 2025-10-13T19:49Z 65.1K followers, 3396 engagements
"Awkward $ZION $JEF"
X Link @MikeZaccardi 2025-10-16T19:51Z 65.2K followers, 3277 engagements
"BofA: Todays S&P has lower financial leverage than 1990s-2000s"
X Link @MikeZaccardi 2025-09-28T11:39Z 65.2K followers, 14.8K engagements
"The NFIB Small Business Optimism Index in the US fell for the first time in three months One bright spot was actual earnings changes which increased to its highest level since December 2021. @tEconomics"
X Link @MikeZaccardi 2025-10-14T11:51Z 65.1K followers, 3176 engagements
"The Russell 2000 heat map can be telling. Regional banks strong small consumer stocks largely green"
X Link @MikeZaccardi 2025-10-14T14:43Z 65.2K followers, 26.8K engagements
"big gold gain + big oil loss = historical anomaly"
X Link @MikeZaccardi 2025-10-10T09:35Z 65.2K followers, 80.1K engagements
"Trade war No trade war Gold ATH $4073"
X Link @MikeZaccardi 2025-10-13T09:41Z 65.1K followers, 2816 engagements
"Ray Dalio warns of debt surge brewing civil war in U.S"
X Link @MikeZaccardi 2025-10-10T10:02Z 65.1K followers, 8139 engagements
"Big tech down a lot more than $KRE this morning $LLY $NVO weighing Gold stocks pulling back $GDX China down hard $FXI"
X Link @MikeZaccardi 2025-10-17T10:56Z 65.2K followers, 2920 engagements
"3-year performance heat map. Steamy"
X Link @MikeZaccardi 2025-10-05T20:52Z 65.1K followers, 4759 engagements
"17 years ago $LEH $MER $AIG @WSJ"
X Link @MikeZaccardi 2025-09-15T12:02Z 65.1K followers, 2734 engagements
"$IBIT down X sessions in a row vs $GLD"
X Link @MikeZaccardi 2025-10-17T14:29Z 65.2K followers, 3357 engagements
"The share of home loans in foreclosure remains very low at 0.48%"
X Link @MikeZaccardi 2025-10-02T20:14Z 65.1K followers, 4002 engagements
"$BAC $MS up on earnings Insurance stocks regional banks rekt"
X Link @MikeZaccardi 2025-10-15T19:15Z 65.2K followers, 3110 engagements
"GS: The largest companies tend to belong to the dominant sector of the time"
X Link @MikeZaccardi 2025-10-11T12:22Z 65.2K followers, 4988 engagements
"GS: Our revised tariff forecasts and passthrough estimates leave our core PCE inflation forecast at XXX% year-over-year in December 2025 XXX% Dec 2026"
X Link @MikeZaccardi 2025-10-13T09:18Z 65.1K followers, 3756 engagements
"US Dollar Index $USD $DXY best quarter of the year :)"
X Link @MikeZaccardi 2025-09-30T19:50Z 65.2K followers, 3408 engagements
"$XBI biotech now +21.4% YTD It was -XX% in April"
X Link @MikeZaccardi 2025-10-16T11:57Z 65.2K followers, 2525 engagements
"Today's $VIX settle above XX is more than 4pts above the highest close in 2017. Both years featuring boatloads of S&P XXX records"
X Link @MikeZaccardi 2025-10-15T23:50Z 65.2K followers, 3673 engagements
"$IWM vs $IJR (low-quality small cap vs high-quality small cap) fresh highs going back to April 2021"
X Link @MikeZaccardi 2025-10-09T14:07Z 65.2K followers, 3934 engagements
"GS: Households directly own XX% of the US equity market and nearly XX% of those equity assets belong to the wealthiest XX% of households"
X Link @MikeZaccardi 2025-10-10T21:58Z 65.2K followers, 3371 engagements
"Insurance stocks clobbered again"
X Link @MikeZaccardi 2025-10-16T13:39Z 65.2K followers, 2849 engagements
"GS: We Expect a 12pp Increase in the Effective Tariff Rate by the End of 2025 Followed by Another 3.5pp Increase in 2026 for a Total of 15.5pp"
X Link @MikeZaccardi 2025-10-13T09:15Z 65.1K followers, 4218 engagements
"$GDX worst day since May XX -XXX% Needs some shaking out that's for sure"
X Link @MikeZaccardi 2025-10-09T19:54Z 65.1K followers, 3293 engagements
"Not diversification's best day: Bonds down Gold down Bitcoin down SMIDs down US large caps up"
X Link @MikeZaccardi 2025-10-17T16:50Z 65.2K followers, 3440 engagements
"Homebuilders smacked today $DPZ $YUM unappetizing moves"
X Link @MikeZaccardi 2025-10-07T14:13Z 65.1K followers, 2872 engagements
"BlackRock's Big Calls Oct 2025"
X Link @MikeZaccardi 2025-10-09T09:51Z 65.1K followers, 10.6K engagements
"GS: We expect corporates will be the second largest buyer of corporate equities in 2026 accounting for $XXX billion of demand"
X Link @MikeZaccardi 2025-10-11T11:33Z 65.1K followers, 3808 engagements
"$VIX got above XX last hour"
X Link @MikeZaccardi 2025-10-16T19:02Z 65.2K followers, 2826 engagements
"Real wage growth for the lowest-paid workers has fallen and now lags by the most since 2013. MS Economy turning increasingly K-shaped"
X Link @MikeZaccardi 2025-10-12T12:52Z 65.1K followers, 5380 engagements
"China CPI falls beyond forecast amid steeper food price; PPI deflation continues for 36th month"
X Link @MikeZaccardi 2025-10-15T09:47Z 65.2K followers, 4201 engagements
"Bondholders $AGG almost back to even from the 2020 high tr"
X Link @MikeZaccardi 2025-10-16T19:05Z 65.2K followers, 2653 engagements
"$ASML rises as orders beat estimates amid AI rush China demand to see slowdown in 2026 Q3 total sales up marginally Y/Y to 7.52B net bookings surge XXX% to 5.39B +3.7%"
X Link @MikeZaccardi 2025-10-15T09:49Z 65.2K followers, 3430 engagements
"2y yield XXXX% right near its lowest since Q3 2022"
X Link @MikeZaccardi 2025-10-14T10:21Z 65.1K followers, 3474 engagements
"Americans Are Falling Behind on Their Car Payments Delinquency rates on subprime auto loans are at records @WSJ"
X Link @MikeZaccardi 2025-10-13T16:22Z 65.2K followers, 3479 engagements
"Premarket: $SPY +1.3% $QQQ +1.8% $SMH +3.4% $XLK +2.4% $IWM +1.6% $EEM +2.6% $FXI +3.4% $IBIT -XXX% $GLD +1.5% $KRE +1.9% $XME +4.9%"
X Link @MikeZaccardi 2025-10-13T09:40Z 65.1K followers, 2905 engagements
"Earnings on tap. @WallStHorizon #FF Banks are on their back foot. Maybe that's a good thing Lowered expectations $DPZ $UAL offer consumer views"
X Link @MikeZaccardi 2025-10-12T16:45Z 65.2K followers, 4577 engagements
"$SLV and $GLD seeking to go out at HoDs and ATHs"
X Link @MikeZaccardi 2025-10-15T19:50Z 65.2K followers, 3100 engagements
"$CAT is now the 2nd-largest DJIA stock (2nd highest price) and the leader over the last X months: +86% @StockCharts"
X Link @MikeZaccardi 2025-10-16T11:26Z 65.2K followers, 2377 engagements
"Palladium has one of the best smiles @AugurInfinity"
X Link @MikeZaccardi 2025-10-10T15:39Z 65.1K followers, 4674 engagements
"$SMH +41% YTD a couple of percent from the high a week ago"
X Link @MikeZaccardi 2025-10-15T12:56Z 65.2K followers, 2446 engagements
"Central Banks are in their longest gold buying spree"
X Link @MikeZaccardi 2025-10-11T12:16Z 65.2K followers, 72.4K engagements
"$ZION Led Regional Banks Lower on Thursday @finviz_com"
X Link @MikeZaccardi 2025-10-17T10:03Z 65.2K followers, 2519 engagements
"$KRE keeping a lid on small caps today. Ex-US outperforming $VEU"
X Link @MikeZaccardi 2025-10-16T13:40Z 65.2K followers, 3023 engagements
"23% rally in gold over the last X weeks. A lot but not crazy"
X Link @MikeZaccardi 2025-10-13T23:55Z 65.1K followers, 3370 engagements
"Utilities: good as gold m/m @finviz_com $XLU $GDX"
X Link @MikeZaccardi 2025-10-16T13:11Z 65.2K followers, 2599 engagements
"US population 35-44 expected to rise by 1.3mn by 2040"
X Link @MikeZaccardi 2025-10-01T11:46Z 65.1K followers, 2620 engagements
"GS: Bubbles tend to follow a 'typical pattern' both in the build-up and after they burst"
X Link @MikeZaccardi 2025-10-08T09:18Z 65.1K followers, 9418 engagements
"GS on the AI trade: Capex to sales ratios have risen for US tech - but are still relatively low versus free cash flow"
X Link @MikeZaccardi 2025-10-16T15:00Z 65.2K followers, 2614 engagements
"BofA: -Data preview: CPI inflation to remain goldilocks -Data preview: China escalation to impact mfg. PMI"
X Link @MikeZaccardi 2025-10-17T09:36Z 65.2K followers, 4964 engagements
"BofA: calling gold to $5000/oz silver to $65/oz"
X Link @MikeZaccardi 2025-10-16T10:10Z 65.2K followers, 9236 engagements
"GS: While AI Already Appears to Be Hurting the Employment Prospects of Young Technology Workers There Is Less Clear Evidence So Far of a Broader Economywide Impact on Employment"
X Link @MikeZaccardi 2025-10-14T11:37Z 65.2K followers, 3623 engagements
"Goldman sees monthly payrolls rising from 47k this quarter to 115k by 2H26"
X Link @MikeZaccardi 2025-10-14T11:39Z 65.2K followers, 50.2K engagements
"GS: Our long-term World Portfolio proxy combining historical data for global equities bonds and Gold has returned XXX% nominal and XXX% in real terms annually since 1950"
X Link @MikeZaccardi 2025-10-15T09:20Z 65.2K followers, 3793 engagements
"GS: The performance of tech companies in the early 2000s was more heavily influenced by high valuations than by earnings"
X Link @MikeZaccardi 2025-10-16T15:00Z 65.2K followers, 2476 engagements
"AI LLM Model Performance Has Continued to Improve"
X Link @MikeZaccardi 2025-10-15T23:22Z 65.2K followers, 3927 engagements
"U.S. DOLLAR INDEX: Downtrend halted trading range emerges. More from me on @StockCharts $USD $DXY"
X Link @MikeZaccardi 2025-10-06T18:12Z 65.2K followers, 2668 engagements
"S&P XXX sector valuations @factset"
X Link @MikeZaccardi 2025-10-10T18:40Z 65.1K followers, 3405 engagements
"$SPY +35% last six months"
X Link @MikeZaccardi 2025-10-08T11:04Z 65.1K followers, 3415 engagements
"$AVGO $GOOGL big gains this week $CAT +9%"
X Link @MikeZaccardi 2025-10-17T13:33Z 65.2K followers, 3070 engagements
"$XRT Retail ETF - just about its worst 2-day drop since April 8"
X Link @MikeZaccardi 2025-10-07T20:04Z 65.1K followers, 2985 engagements
"$SMH has now doubled off its April low. 4-bagger from the October 2022 low @StockCharts"
X Link @MikeZaccardi 2025-10-06T11:51Z 65.1K followers, 2798 engagements
"Tom Lee: VIX surge to XX shows "fear" creeping in. We still see S&P XXX 7000 by year-end. @fundstrat @fs_insight"
X Link @MikeZaccardi 2025-10-17T10:17Z 65.2K followers, 3617 engagements
"S&P XXX P/E 22.8x - the highest this century JPM 30yr avg: 17.0x"
X Link @MikeZaccardi 2025-10-02T00:38Z 65.1K followers, 108.9K engagements
"$IWC From Trash to Treasure: Micro-Caps Lead the Markets Risk-On Rebound My junky Wednesday Technical Take on micro-caps' record high. @StockCharts @Pdunuwila @dailychartbook"
X Link @MikeZaccardi 2025-10-15T19:35Z 65.2K followers, 4945 engagements
"$NVDA +91% last six months $TSLA +93% $ORCL +131% $AVGO +118% $TSM +110% $AMD +153% $MU +187% $LRCX +141% $GEV +111%"
X Link @MikeZaccardi 2025-10-07T11:40Z 65.2K followers, 3909 engagements
"The global industrial renaissance continues. With nearly XXX factory completions since mid-2023 and a $XXX billion pipeline led by $X billion-plus megaprojects advanced manufacturing is set to be a durable growth engine for the US economy with positive spillovers to industrial real estate private credit and nationwide employment. Torsten at Apollo"
X Link @MikeZaccardi 2025-10-15T11:32Z 65.2K followers, 3640 engagements
"Dividends: 2nd Quintile had the best Sharpe Ratio with the 1st Quintile the next best Each of the first four Dividend Yield Quintiles outperformed the market with the No Dividends portfolio a clear underperformer. @WisdomTreeFunds"
X Link @MikeZaccardi 2025-10-05T17:54Z 65.1K followers, 5046 engagements
"$COST a couple of percent and few weeks from a 52wk low $XLP"
X Link @MikeZaccardi 2025-10-07T12:55Z 65.1K followers, 3007 engagements
"$VIX snuck above XX was the highest in six weeks"
X Link @MikeZaccardi 2025-10-10T15:11Z 65.1K followers, 2779 engagements
"Anybody else have Jobless Claims nostalgia Lots of Fed speak to soothe melancholy macro onlookers. Barkin Waller Barr Miran Bowman Kashkari"
X Link @MikeZaccardi 2025-10-16T11:12Z 65.2K followers, 2257 engagements
"Of course the average stock is usually in a XX% drawdown @StrategasRP"
X Link @MikeZaccardi 2025-10-11T23:40Z 65.1K followers, 8762 engagements
"$IWM record high. Aiming for its first $XXX close. With lots of doubters mind you"
X Link @MikeZaccardi 2025-10-14T19:28Z 65.1K followers, 3649 engagements
"Utilities lighting it up last XX sessions $XLU Look at Staples $XLP with some alpha too"
X Link @MikeZaccardi 2025-10-15T14:07Z 65.2K followers, 2543 engagements
"Happy 3rd birthday bull market"
X Link @MikeZaccardi 2025-10-12T10:50Z 65.1K followers, 5184 engagements
"US ex-Big Tech P/E 20.1x"
X Link @MikeZaccardi 2025-10-15T09:24Z 65.2K followers, 8310 engagements
"GS: Capital markets are active but the composition differs and private capital is far deeper than in 1999-2000 US IPO Activity 1998-2000 vs. 2019-2021 vs. 2023-2025 and Average Deal Size ($mm)"
X Link @MikeZaccardi 2025-10-06T09:18Z 65.1K followers, 2784 engagements
"$SPY last few days. It smells like October @StockCharts"
X Link @MikeZaccardi 2025-10-14T11:42Z 65.1K followers, 3314 engagements
"Traders increasingly think X Fed rate cuts in 2025 @Kalshi Now a XX% chance"
X Link @MikeZaccardi 2025-10-15T19:14Z 65.2K followers, 3445 engagements
"$GDX saw that $XX peak from 2011 and beat it away with a broom. Clean sweep to $81+ nearly 4x where it was this time in 2022. Will US small and micro-caps do something similar Hmm @StockCharts"
X Link @MikeZaccardi 2025-10-15T20:01Z 65.2K followers, 3073 engagements
"US Dollar Index $DXY $USD poised for a Q3 gain Check out my quarter-end intermarket trends on @StockCharts"
X Link @MikeZaccardi 2025-09-30T10:11Z 65.2K followers, 2658 engagements
"Consumer stocks leading"
X Link @MikeZaccardi 2025-10-17T14:35Z 65.2K followers, 2974 engagements
"Daily data for debit and credit card spending from Bloomberg shows a slowdown in recent weeks This is in contrast to the Redbook weekly same-store retail sales which show continued strength -Torsten at Apollo"
X Link @MikeZaccardi 2025-10-17T11:06Z 65.2K followers, 2903 engagements
"Is the Q4 2018 scenario a risk $SPX"
X Link @MikeZaccardi 2025-10-13T09:28Z 65.1K followers, 8711 engagements
"S&P XXX median stock P/E is now 20.0x (ttm) $DUK is the middle man"
X Link @MikeZaccardi 2025-08-10T23:31Z 65.2K followers, 3828 engagements
"In each year since 2023 EPS estimates for the Magnificent X have been revised higher S&P XXX revised lower"
X Link @MikeZaccardi 2025-10-04T11:55Z 65.1K followers, 8033 engagements
"Small-cap tailwinds include interest rate cuts and an earnings recovery. We'll see. X. Small caps have historically outperformed following rate cuts. X. Earnings for small caps appear to have reac"
X Link @MikeZaccardi 2025-09-23T23:42Z 65.1K followers, 4985 engagements
"NFIB Uncertainty Index surged to the fourth-highest reading in XX years. @AugurInfinity"
X Link @MikeZaccardi 2025-10-14T14:36Z 65.1K followers, 3136 engagements
"Insurance stocks sneaky soft today $KIE $IAK"
X Link @MikeZaccardi 2025-10-13T19:33Z 65.2K followers, 3417 engagements
"$LULU the next Under Armour $UA $UAA"
X Link @MikeZaccardi 2025-09-15T13:45Z 65.2K followers, 4395 engagements
"$SMH +42% YTD"
X Link @MikeZaccardi 2025-10-06T12:02Z 65.1K followers, 3208 engagements
"Carlyle estimates that the U.S. economy created just 17000 jobs in September"
X Link @MikeZaccardi 2025-10-07T12:15Z 65.1K followers, 3730 engagements
"Crypto is X% of the World Portfolio -GS"
X Link @MikeZaccardi 2025-10-15T09:21Z 65.2K followers, 47.9K engagements
"The S&P XXX has returned XXX% since September XX 2008 $LEH $AIG $MER That includes a -XX% plunge from the Lehman bankruptcy news to the March 2009 low. @StockCharts"
X Link @MikeZaccardi 2025-09-15T11:44Z 65.1K followers, 4987 engagements
"$TLT HoD with bonds closed. Almost green"
X Link @MikeZaccardi 2025-10-13T19:28Z 65.1K followers, 5005 engagements
"Gold weekly RSI of XX is near the highest since 1979"
X Link @MikeZaccardi 2025-10-14T12:04Z 65.1K followers, 3592 engagements
"$IWC microcaps gunning for their first all-time high since March of 2021. Now +2.5% on the day. Makes $IWM's bear market look like a cakewalk"
X Link @MikeZaccardi 2025-10-14T18:41Z 65.2K followers, 17.8K engagements
"WTI crude oil pacing for its worst weekly settle since Jan 2021"
X Link @MikeZaccardi 2025-10-15T20:04Z 65.2K followers, 3918 engagements
"Consumer spending increasingly driven by the wealthy MS"
X Link @MikeZaccardi 2025-10-12T12:52Z 65.1K followers, 6172 engagements
"Ty for the shoutout on Squawk @carlquintanilla $RACE $DG"
X Link @MikeZaccardi 2025-10-03T15:42Z 65.2K followers, 2582 engagements
"Asset managers and private equity stocks are doing better. An encouraging sign"
X Link @MikeZaccardi 2025-10-13T16:44Z 65.2K followers, 2978 engagements
"The top will be when everyone finally understands the difference between spot gold and gold futures"
X Link @MikeZaccardi 2025-10-15T09:36Z 65.1K followers, 3625 engagements
"$TSM solid results helping global chips"
X Link @MikeZaccardi 2025-10-16T10:01Z 65.2K followers, 2219 engagements
"$GDX gold miners have 'fortress' balance sheets. - @DuncanLamont2 at Schroders"
X Link @MikeZaccardi 2025-10-01T14:21Z 65.1K followers, 2722 engagements
"Watch $TLT for a late-day dump. Sitting on the LoD"
X Link @MikeZaccardi 2025-10-06T18:32Z 65.1K followers, 3168 engagements
"BofA Global Fund Manager Survey: October FMS investor sentiment most bullish since Feb25"
X Link @MikeZaccardi 2025-10-14T10:12Z 65.2K followers, 30.9K engagements
"Gasoline futures hanging at levels not seen since early 2021. .one day that will mean lower pump prices. I think. @GasBuddyGuy @tEconomics"
X Link @MikeZaccardi 2025-10-14T11:41Z 65.1K followers, 3172 engagements
"$XLP approaching its April low Staples coming undone"
X Link @MikeZaccardi 2025-10-06T20:09Z 65.1K followers, 3727 engagements
"General Mills aims to restore to positive organic sales growth after another soft quarter Rev miss EPS beat reaffirms outlook $GIS -XXX% More folks eating at home"
X Link @MikeZaccardi 2025-09-17T11:52Z 65.2K followers, 3006 engagements
"Interest rates since 3000 BC"
X Link @MikeZaccardi 2025-10-05T21:36Z 65.1K followers, 7173 engagements
"$IWM a false false breakdown Back above the Nov 2021 high"
X Link @MikeZaccardi 2025-10-13T19:51Z 65.1K followers, 3647 engagements
"$MEME ETF +13% today. Oh good"
X Link @MikeZaccardi 2025-10-13T16:43Z 65.2K followers, 3996 engagements
"MACRO WATCH. The U.S. Dollar Index $USD is up XXX% in the second half of 2025. @StockCharts"
X Link @MikeZaccardi 2025-10-13T20:37Z 65.2K followers, 3486 engagements
"$MEME a solid restart"
X Link @MikeZaccardi 2025-10-09T20:34Z 65.2K followers, 4087 engagements
"GS: We estimate that seasonally adjusted initial jobless claims increased to about 235k for the week ended October 4th"
X Link @MikeZaccardi 2025-10-09T22:13Z 65.2K followers, 3232 engagements
"$MOVE rate vol fresh lows back to Dec 2021 under 70"
X Link @MikeZaccardi 2025-10-05T23:37Z 65.1K followers, 3933 engagements
"$GDX +100% from the April low"
X Link @MikeZaccardi 2025-10-15T13:45Z 65.2K followers, 2457 engagements
"$XLP Staples sinks further negative on the year"
X Link @MikeZaccardi 2025-10-08T18:57Z 65.1K followers, 2809 engagements
"Good golly. Precious Metals industry free cash flow forecast $GDX"
X Link @MikeZaccardi 2025-10-05T21:33Z 65.1K followers, 5000 engagements
"$GS shaving about 245pts off the DJIA today"
X Link @MikeZaccardi 2025-10-14T13:44Z 65.2K followers, 3285 engagements
"$WMT $COST down hard too today"
X Link @MikeZaccardi 2025-10-16T19:10Z 65.2K followers, 4195 engagements
"$RACE crashes XX% worst decline in its 10-year history"
X Link @MikeZaccardi 2025-10-09T10:49Z 65.1K followers, 8017 engagements
"Very solid payroll growth in the 51st state last month"
X Link @MikeZaccardi 2025-10-10T12:38Z 65.1K followers, 3581 engagements
"up XX of the last XX weeks lol $XME"
X Link @MikeZaccardi 2025-10-14T19:34Z 65.2K followers, 2806 engagements
"GS: Computational Demands of Large Language Models Continues to Grow While Costs Continue to Fall"
X Link @MikeZaccardi 2025-10-15T23:21Z 65.2K followers, 3155 engagements
"$XME Metals and Mining ETF +7.4%. best day since April 9"
X Link @MikeZaccardi 2025-10-13T16:45Z 65.2K followers, 3248 engagements
"$MOVE rate vol back near its multi-year lows"
X Link @MikeZaccardi 2025-10-16T10:04Z 65.2K followers, 2589 engagements
"$IWC and $SMH about the same return over the last X months. Chips/AI and junk have been the themes"
X Link @MikeZaccardi 2025-10-15T10:09Z 65.1K followers, 3007 engagements
"Year-end performance chase starter pack: $SMH chip stocks $GDX gold miners $IWC micro-craps"
X Link @MikeZaccardi 2025-10-15T19:23Z 65.1K followers, 3569 engagements
"OpenAI valuation: half a trillion with revenue of $XX billion this year DB"
X Link @MikeZaccardi 2025-10-16T11:20Z 65.2K followers, 8077 engagements
"The national average for a gallon of regular gasolinecould reach the3-dollarmarkfor the first time in X years"
X Link @MikeZaccardi 2025-10-17T10:43Z 65.2K followers, 3136 engagements
"$XLU Independent Power and Renewable Electricity Producers expected to report XXX% EPS growth in Q3"
X Link @MikeZaccardi 2025-10-10T18:39Z 65.1K followers, 4184 engagements
"I wonder when the $VIX will be sub-12 again"
X Link @MikeZaccardi 2025-10-09T11:24Z 65.1K followers, 3662 engagements
"$VIX XX Stocks within a percent of a new record. $SPX"
X Link @MikeZaccardi 2025-10-16T14:48Z 65.2K followers, 3639 engagements
"$SPY -XXX% in the last month $KRE $XRT $XHB smoked Mid-caps down 5%. Few talking about that"
X Link @MikeZaccardi 2025-10-11T18:10Z 65.2K followers, 14.2K engagements
"Global portfolio: The US has gotten a larger weight within global equities (but also bonds) GS"
X Link @MikeZaccardi 2025-10-15T09:18Z 65.2K followers, 2298 engagements
"GS on AI: Our Baseline Assumptions Assume a XX% Uplift to Productivity Relatively Slow Adoption Timeline XX% Capital Share of Output and XX% Discount Rate"
X Link @MikeZaccardi 2025-10-16T11:23Z 65.2K followers, 9724 engagements
"S&P XXX +2.75% in September so far. No September scaries yet. @StockCharts Rosh Hashanah begins next Monday evening though. $STUDY"
X Link @MikeZaccardi 2025-09-19T11:55Z 65.1K followers, 3122 engagements
"US is half the G10 sovereign bond market but if we broaden out to include EM it looks different"
X Link @MikeZaccardi 2025-10-15T19:04Z 65.2K followers, 3590 engagements
"Almost XX% of all public fixed-income worldwide trades at a yield below 5%. With inflation at X% the real return for investors in public fixed income is a meager X% or less. And the taxes Torsten at Apollo"
X Link @MikeZaccardi 2025-10-10T11:06Z 65.1K followers, 2382 engagements
"and $IBM +6%"
X Link @MikeZaccardi 2025-10-07T10:26Z 65.1K followers, 4986 engagements
"Live cattle is kickin it. up XX sessions in a row @AugurInfinity Recod high #Beef"
X Link @MikeZaccardi 2025-10-16T15:03Z 65.2K followers, 3856 engagements
"Bears reasserted themselves"
X Link @MikeZaccardi 2025-10-16T09:13Z 65.2K followers, 4468 engagements
"$GLD Cembalest: the share of central bank foreign exchange reserves invested in gold has risen from XX% to 23%"
X Link @MikeZaccardi 2025-10-17T10:32Z 65.2K followers, 4402 engagements
"The IG index yield reached XXXX% which is near the very bottom of the range since September 2022"
X Link @MikeZaccardi 2025-10-16T10:14Z 65.2K followers, 2677 engagements
"AI (robotshumans) = less jobs 1yr returns: $PAYX -XX% $MAN -XX% $RHI -46%"
X Link @MikeZaccardi 2025-10-03T09:48Z 65.2K followers, 2786 engagements
"Mortgage rates -0.3ppt YoY"
X Link @MikeZaccardi 2025-10-14T19:14Z 65.1K followers, 3567 engagements
"Trump post at 337pm ET took a little steam out of the rally"
X Link @MikeZaccardi 2025-10-14T23:44Z 65.2K followers, 3988 engagements
"UK FTSE 100: All-time high $UKZ $EWU"
X Link @MikeZaccardi 2025-06-10T11:40Z 65.1K followers, 2685 engagements
"GS: We raise our Dec 2026 gold price forecast to $4900/toz (vs. $4300 prior) because the inflows driving the XX% rally since August 26th"
X Link @MikeZaccardi 2025-10-07T09:35Z 65.2K followers, 5465 engagements
"Gold most daily all-time highs since 1979 @AugurInfinity"
X Link @MikeZaccardi 2025-10-14T14:36Z 65.1K followers, 3135 engagements
"Rubner Citadel October Takeaways Structural Bull: Retail demand buybacks passive inflows and AI themes remain supportive Anti-momentum in November and December: Laggards outperform after Mutual fund Year-end"
X Link @MikeZaccardi 2025-10-16T11:16Z 65.2K followers, 2566 engagements
"$ZION "Id like to urge investors to keep in mind that March 2023 and the Silicon Valley Bank crisis remain fresh on everyones radar. So we could be in a shoot-first ask-questions-later environment offering opportunities if we continued selling." @SeekingAlpha Shares -X% premarket"
X Link @MikeZaccardi 2025-10-17T10:02Z 65.2K followers, 3700 engagements
"GS: We remain modestly pro-risk in our asset allocation: -we shift OW equities (from N) and UW credit (from N) and remain OW equities for 12m; -we upgrade commodities to N from UW for 3m and 12m to further improve diversification"
X Link @MikeZaccardi 2025-09-29T09:16Z 65.1K followers, 6822 engagements
"$GLD up $GDX down. Actually worst day for the miners vs the metal in X months"
X Link @MikeZaccardi 2025-10-07T19:51Z 65.1K followers, 3922 engagements
"$GLD highest dollar-volume day in recent memory"
X Link @MikeZaccardi 2025-10-08T20:01Z 65.1K followers, 2752 engagements
"Mortgage rates down another 4bps to 6.27%"
X Link @MikeZaccardi 2025-10-15T18:14Z 65.2K followers, 3806 engagements
"Growth is in its best period of return 10-year rolling return of growth vs. value annualized"
X Link @MikeZaccardi 2025-10-07T12:37Z 65.1K followers, 8675 engagements
"Earnings contribution to returns is clearly the best in the US LTM"
X Link @MikeZaccardi 2025-10-06T12:54Z 65.1K followers, 6621 engagements
"US remains XX% of the global equity market"
X Link @MikeZaccardi 2025-10-13T13:10Z 65.2K followers, 12.3K engagements
"30yr yield $TYX death cross h/t @RenMacLLC"
X Link @MikeZaccardi 2025-10-14T00:05Z 65.1K followers, 3908 engagements
"YTD all about tech and trash. Micro-caps now beating the S&P XXX Info Tech ETF in 2025: $SPY +14% $MDY +5% $IJR +5% $IWM +14% $IWC +22.6% $XLK +23.2% @StockCharts"
X Link @MikeZaccardi 2025-10-15T19:54Z 65.2K followers, 2964 engagements
"This would be silver's best year since 1979 Currently +82% YTD as of the latest print"
X Link @MikeZaccardi 2025-10-13T22:13Z 65.1K followers, 4410 engagements
"Watch XXXX% on the 10yr $TNX"
X Link @MikeZaccardi 2025-10-15T13:59Z 65.2K followers, 35.4K engagements
"JPMAM Kelly: International outperformance often aligns with dollar weakness $USD $DXY $UUP"
X Link @MikeZaccardi 2025-10-15T12:53Z 65.2K followers, 2558 engagements
"Gold not a source of funds today $GLD"
X Link @MikeZaccardi 2025-10-10T19:22Z 65.1K followers, 4296 engagements
"Fifth Third to Acquire Comerica in $XXXX Billion Stock Deal $FITB $CMA +12%"
X Link @MikeZaccardi 2025-10-06T10:52Z 65.1K followers, 5976 engagements
"3 years ago. Dollar -XX% since"
X Link @MikeZaccardi 2025-10-11T14:51Z 65.1K followers, 4042 engagements
"Harnett BofA: gold peak " $6k next spring" -end of government shutdown to spark big profit-taking -BofA private client allocation to gold is low at 0.5%"
X Link @MikeZaccardi 2025-10-17T09:47Z 65.2K followers, 2247 engagements
"GS: Major Announcements on AI Capex and Infrastructure Spend"
X Link @MikeZaccardi 2025-10-06T09:17Z 65.2K followers, 60.1K engagements
"$XRT Retail ETF more multi-year highs"
X Link @MikeZaccardi 2025-08-28T13:42Z 65.1K followers, 3428 engagements
"But it could be a 20-inning game or a rain-shorted five-inning affair $STUDY"
X Link @MikeZaccardi 2025-10-15T12:34Z 65.2K followers, 4430 engagements
"$FAST a slow start to earnings week"
X Link @MikeZaccardi 2025-10-13T16:41Z 65.1K followers, 2864 engagements
"Friday October 10th marked the largest options trading day in market history Rubner"
X Link @MikeZaccardi 2025-10-16T11:13Z 65.1K followers, 2097 engagements
"S&P XXX debt/equity heat map Hard-pressed to find more levered than $ORCL (ex Financials Utilities)"
X Link @MikeZaccardi 2025-10-08T13:12Z 65.2K followers, 4763 engagements
"Business development companies (BDCs) often seen as a proxy for the private credit market are under pressure .as investors grow increasingly concerned about credit quality and the recent rate cut which has prompted some managers to scale back distributions. @AugurInfinity @HaloInvesting"
X Link @MikeZaccardi 2025-10-10T14:39Z 65.2K followers, 4614 engagements
"Gold beating the Nasdaq XXX last five years $GLD +119% $QQQ +116%"
X Link @MikeZaccardi 2025-10-16T14:38Z 65.2K followers, 3705 engagements
"Since the June 2022 peak: $DBC broad commodity ETF -XX% $DBA ag commodity ETF +31% $DBB metals commodity ETF +5% $DBE energy commodity ETF -XX% @StockCharts"
X Link @MikeZaccardi 2025-10-15T12:51Z 65.2K followers, 2526 engagements
"$XRT right near correction territory. Retail stocks below Nov-Dec 2024 levels"
X Link @MikeZaccardi 2025-10-10T20:11Z 65.1K followers, 3909 engagements
"Which gets to $X trillion first $ORCL $WMT $JPM"
X Link @MikeZaccardi 2025-10-15T14:15Z 65.2K followers, 2892 engagements
"S&P XXX earnings estimates are melting up too"
X Link @MikeZaccardi 2025-10-07T10:05Z 65.1K followers, 24.1K engagements
"$IWC micro-caps. strong Nov-Dec returns historically. @StockCharts My full assessment: @StockCharts"
X Link @MikeZaccardi 2025-10-15T20:35Z 65.2K followers, 3842 engagements
"Gold YTD. eyes on 1979 +55.3%"
X Link @MikeZaccardi 2025-10-14T11:54Z 65.1K followers, 3458 engagements
"GS: Select AI-based Product Announcements in the last X weeks it's been a whirlwind"
X Link @MikeZaccardi 2025-10-06T18:47Z 65.1K followers, 4138 engagements
"The bull market's third anniversary $NDX almost 3x $RTY's gain"
X Link @MikeZaccardi 2025-10-12T10:52Z 65.2K followers, 3770 engagements
"Some $MEME swag just arrived ty @roundhill @MazzaDave"
X Link @MikeZaccardi 2025-10-15T20:31Z 65.2K followers, 3453 engagements
"The global 60/40 ETF $AOR is now up XXXX% on the year dividend included. Thats within a percentage point of the $SPY XXXX% total return. @stockcharts"
X Link @MikeZaccardi 2025-10-05T11:36Z 65.2K followers, 3444 engagements
"high times for all those Canadian gold miners $GDX"
X Link @MikeZaccardi 2025-10-10T12:40Z 65.2K followers, 2444 engagements
"$SPY -XXXX% $QQQ -XXXX% $SMH -XXXX% $IWM -XXXX% $EEM -XXXX% $IBIT -XXXX% $GLD +0.43%"
X Link @MikeZaccardi 2025-10-14T10:19Z 65.2K followers, 3819 engagements
"Bond market closed. $TLT -0.3%"
X Link @MikeZaccardi 2025-10-13T10:00Z 65.1K followers, 10.7K engagements
"$GLD implied vol about XX% It was under XX% in August"
X Link @MikeZaccardi 2025-10-09T00:09Z 65.1K followers, 3605 engagements
"$IWM junk beating quality mid-caps $MDY by more than 13ppt in the last X months @StockCharts"
X Link @MikeZaccardi 2025-10-14T19:37Z 65.1K followers, 3842 engagements
"Utilities Truflation XXXX% YoY (real-time)"
X Link @MikeZaccardi 2025-10-16T19:29Z 65.2K followers, 3572 engagements
"$GDX eclipses $QQQ since Q4 2015 +541% vs +500%"
X Link @MikeZaccardi 2025-10-08T20:06Z 65.1K followers, 2725 engagements
"$GLD parabolic vs $KRE . a troubling macro chart"
X Link @MikeZaccardi 2025-10-16T14:33Z 65.2K followers, 3322 engagements
"Goldman pegs the US recession chance at XX% in the next year"
X Link @MikeZaccardi 2025-10-07T11:31Z 65.1K followers, 7810 engagements
"Oct Philly Fed Mfg Index: one of the largest sequential drops in the last XX years 6-month low"
X Link @MikeZaccardi 2025-10-16T13:15Z 65.2K followers, 4409 engagements
"Is the FTSE limit up yet $EWU"
X Link @MikeZaccardi 2025-05-08T09:57Z 65.1K followers, 2843 engagements
"$GLD vs $SPY . eyes on that April high"
X Link @MikeZaccardi 2025-10-10T20:23Z 65.2K followers, 3596 engagements
"Dollar soaring closer to XXX on the $DXY now down less than X% YoY"
X Link @MikeZaccardi 2025-10-09T19:53Z 65.1K followers, 4325 engagements
"$IWC vs $QQQ @StockCharts microcraps vs the vaunted Nasdaq XXX. fresh YTD high"
X Link @MikeZaccardi 2025-10-16T11:37Z 65.2K followers, 2409 engagements
"Berkshire has underperformed the S&P XXX by 23ppt over the past XX trading days. the most since the year 2000 $BRKA $SPY @StockCharts"
X Link @MikeZaccardi 2025-07-16T19:16Z 65.2K followers, 8754 engagements
"GRANOLAS bite back $VGK $FXE GRANOLAS have rallied +16% since the summer trough supported by a Goldilocks macro backdroprobust US growth alongside Fed rate cuts. -GS"
X Link @MikeZaccardi 2025-10-17T12:36Z 65.2K followers, 3193 engagements
"The median S&P XXX stock is in a XX% drawdown"
X Link @MikeZaccardi 2025-10-11T13:56Z 65.2K followers, 286.6K engagements
"Wedbush's Asia checks show bullish sentiment for "AI Revolution" accelerating chip demand for Nvidia @DivesTech $NVDA $TSM $AMD"
X Link @MikeZaccardi 2025-10-16T11:08Z 65.2K followers, 2624 engagements
"Massive unrealized capital gain here $SLV"
X Link @MikeZaccardi 2025-10-13T22:21Z 65.2K followers, 4051 engagements
"$ORCL net debt to EBITDA . high at near 400%"
X Link @MikeZaccardi 2025-10-17T10:30Z 65.2K followers, 3001 engagements
"5-year breakeven inflation rate actually not far from a 52-week low"
X Link @MikeZaccardi 2025-10-16T10:08Z 65.2K followers, 4162 engagements
"There's a new DJIA YTD leader. and it has been plowing ahead big time: $CAT +47% $GS +34% $NVDA +34% $JNJ +32%"
X Link @MikeZaccardi 2025-10-16T11:24Z 65.2K followers, 2650 engagements
"Gold leads YTD on Total Return and Sharpe Dollar worst but off the lows"
X Link @MikeZaccardi 2025-10-12T12:40Z 65.2K followers, 4282 engagements
"It wasn't long ago when the YTD sector-performance spread was rather tight. Not so much anymore: $XLK +26% $XLP +1%"
X Link @MikeZaccardi 2025-10-08T19:56Z 65.1K followers, 2642 engagements
"$EEM +1% with US stocks up a bit. Gold higher"
X Link @MikeZaccardi 2025-10-16T10:02Z 65.1K followers, 2240 engagements
"$ORCL free cash flow per share ttm all-time low"
X Link @MikeZaccardi 2025-10-08T13:07Z 65.2K followers, 5025 engagements
"Regional banks homebuilders smokin $KRE $XHB"
X Link @MikeZaccardi 2025-10-14T18:47Z 65.2K followers, 4396 engagements
"The average price for a new car in the U.S. just topped $50000"
X Link @MikeZaccardi 2025-10-16T14:01Z 65.2K followers, 2994 engagements
"Remember last earnings season. stocks got slammed after reporting. Beats just +0.3% (vs avg) Misses -XXX% Redux @FactSet"
X Link @MikeZaccardi 2025-10-14T12:02Z 65.1K followers, 3197 engagements
"Fed balance sheet down $2.3tn since 2022 The Fed continues to un-print money"
X Link @MikeZaccardi 2025-10-17T09:48Z 65.2K followers, 2356 engagements
"Datacenter starts spending is accelerating"
X Link @MikeZaccardi 2025-09-14T11:40Z 65.2K followers, 88.8K engagements
"Bank earnings on tap. They are trading heavy. $KBE $XLF @WallStHorizon @StockCharts"
X Link @MikeZaccardi 2025-10-09T22:21Z 65.2K followers, 3499 engagements
"The S&P XXX has beaten Berkshire Hathaway by a considerable margin over the past XX years. $SPY +659% $BRKA +496%"
X Link @MikeZaccardi 2025-07-12T19:59Z 65.2K followers, 20.9K engagements
"Deutsche Bank says markets remain highly sensitive to U.S.-China trade developments"
X Link @MikeZaccardi 2025-10-13T09:57Z 65.1K followers, 3584 engagements
"GS: Buyback authorizations have increased by XX% year/year YTD but AI-related capex has generally come at the expense of buybacks"
X Link @MikeZaccardi 2025-10-17T00:03Z 65.2K followers, 5214 engagements
"Small-cap earnings growth is now positive expected to eclipse large-cap earnings growth in 2H25 and 2026"
X Link @MikeZaccardi 2025-10-04T12:56Z 65.1K followers, 14K engagements
"The S&P XXX Total Return Index is now +101% from the October 2022 low. $SPXTR The bull market turns three years old a week from tomorrow. @StockCharts"
X Link @MikeZaccardi 2025-10-05T15:29Z 65.2K followers, 3806 engagements
"SPX implied dividend yield ticks up to 1.2%"
X Link @MikeZaccardi 2025-10-13T13:09Z 65.1K followers, 3033 engagements
"Micro-craps indeed. Mega-caps' best day vs $IWC since Feb 2024"
X Link @MikeZaccardi 2025-10-16T19:33Z 65.2K followers, 3482 engagements
"$VIX went straight down in the afternoon. From XX to under 21"
X Link @MikeZaccardi 2025-10-17T20:04Z 65.2K followers, 3560 engagements
"Business Activity Surveys Were Soft on Net in September ISM Mfg confirmed"
X Link @MikeZaccardi 2025-10-01T14:13Z 65.1K followers, 3267 engagements
"$JOBY weighing on the Russell 2000 this morning"
X Link @MikeZaccardi 2025-10-08T09:50Z 65.2K followers, 3066 engagements
"VIX XX that takes you back to April 22"
X Link @MikeZaccardi 2025-10-17T09:52Z 65.2K followers, 2403 engagements
"78% EPS beat rate so far just X% reporting @fundstrat"
X Link @MikeZaccardi 2025-10-16T10:53Z 65.2K followers, 4613 engagements
"Redbook retail sales holding in the +5% to +6% range @AugurInfinity"
X Link @MikeZaccardi 2025-10-08T09:49Z 65.2K followers, 2475 engagements
"For CY 2025 analysts are projecting earnings growth of XXXX% and revenue growth of XXX% For CY 2026 analysts are projecting earnings growth of XXXX% and revenue growth of XXX% @FactSet"
X Link @MikeZaccardi 2025-10-17T17:43Z 65.2K followers, 2241 engagements
"$LLY $NVO slimmer AH"
X Link @MikeZaccardi 2025-10-16T23:24Z 65.2K followers, 3215 engagements
"Buyback announcements. Enter: Korea JPMAM"
X Link @MikeZaccardi 2025-10-13T16:20Z 65.1K followers, 3199 engagements
"GS: Dominant companies today are not as expensive as those in previous bubble periods in history"
X Link @MikeZaccardi 2025-10-08T09:19Z 65.1K followers, 17.7K engagements
"Gold miners now +142% YTD $GDX"
X Link @MikeZaccardi 2025-10-16T10:06Z 65.2K followers, 2982 engagements
"China rare earth exports to the US down big from 2022-23. Rare earth miners ETF a double"
X Link @MikeZaccardi 2025-10-17T10:27Z 65.2K followers, 2605 engagements
"Commodities ETF $DBC a 3-month high"
X Link @MikeZaccardi 2025-09-26T14:59Z 65.1K followers, 2585 engagements
"S&P XXX sector valuations: Look at how pricey Utilities is. Ty AI"
X Link @MikeZaccardi 2025-10-12T12:41Z 65.1K followers, 10.8K engagements
"Biotech soft but $IWM still beating $IJR again"
X Link @MikeZaccardi 2025-10-13T13:40Z 65.1K followers, 3622 engagements
"China 'not afraid' of trade war with U.S"
X Link @MikeZaccardi 2025-10-12T11:07Z 65.1K followers, 6115 engagements
"GS: tariff evasion could affect over $200bn in US imports and reduce US tariff revenue by $40bn annually relative to a full-compliance counterfactual"
X Link @MikeZaccardi 2025-09-24T09:25Z 65.1K followers, 2328 engagements
"Gold now a XXX% CAGR since 1971"
X Link @MikeZaccardi 2025-10-15T23:44Z 65.2K followers, 9835 engagements
"Rubnet Citadel: On average October 26th marks the Q4 low for the S&P XXX while October XX marks the Q4 low for the Nasdaq XXX. Happy Halloween 👻 🎃"
X Link @MikeZaccardi 2025-10-16T11:15Z 65.2K followers, 2462 engagements
"TACOs tonight"
X Link @MikeZaccardi 2025-10-10T18:33Z 65.1K followers, 3481 engagements
"Salesforce Gen AI Summit & Investor Day next week too $CRM @ChristineLShort @WallStHorizon"
X Link @MikeZaccardi 2025-10-08T16:56Z 65.1K followers, 3785 engagements
"ISM Services Business Activity PMI XXXX nearly the lowest since May 2020"
X Link @MikeZaccardi 2025-10-03T14:03Z 65.1K followers, 23.1K engagements
"$KRE vs $SPY nearly the worst day since March 2023"
X Link @MikeZaccardi 2025-10-16T20:42Z 65.2K followers, 7820 engagements
"Dollar ripping. Quietly putting in a strong second half of 2025"
X Link @MikeZaccardi 2025-10-07T19:48Z 65.1K followers, 3959 engagements
"$XME Metals and Mining ETF Up all but X week since Q2 started. Oh dear. @StockCharts"
X Link @MikeZaccardi 2025-10-14T19:33Z 65.2K followers, 4518 engagements
"Inferior 'quality' YTD"
X Link @MikeZaccardi 2025-10-14T19:08Z 65.2K followers, 3331 engagements
"$XLRE Real Estate the sneaky S&P XXX sector ETF winner this week +3.1%"
X Link @MikeZaccardi 2025-10-17T13:39Z 65.2K followers, 3188 engagements
"How to Trade the Q3 Earnings Wave: Delta Pepsi and the Banks $DAL $PEP $JPM numbers on the way My Wednesday @StockCharts Technical Take @Pdunuwila @dailychartbook"
X Link @MikeZaccardi 2025-10-08T18:03Z 65.2K followers, 5306 engagements
"$LOW chart is something for the bears to behold. Down XX of the past XX sessions. $HD not much better"
X Link @MikeZaccardi 2025-10-11T14:00Z 65.2K followers, 5392 engagements
"$TSM Taiwan Semiconductor Q3 beats estimates raises outlook boosted by AI megatrend"
X Link @MikeZaccardi 2025-10-16T11:09Z 65.2K followers, 2863 engagements
"Q3 earnings season: Options imply XXX% earnings-day move the highest since 2022 Rubner"
X Link @MikeZaccardi 2025-10-16T11:14Z 65.1K followers, 2093 engagements
"You can take it back X years and gold miners are crushing US large-cap growth stocks $GDX +356% $IWF +232%"
X Link @MikeZaccardi 2025-10-16T14:40Z 65.2K followers, 2792 engagements
"GS: Job Growth Is Already Very Weak Outside of Healthcare and Company Management Teams Appear Increasingly Focused on Using AI to Save on Labor Costs"
X Link @MikeZaccardi 2025-10-14T11:37Z 65.1K followers, 5850 engagements
"Record-high US household allocation to stocks"
X Link @MikeZaccardi 2025-10-11T11:32Z 65.2K followers, 9235 engagements
"Trump call exercised"
X Link @MikeZaccardi 2025-10-10T15:03Z 65.1K followers, 4280 engagements
"GS: We Estimate That Tariff Increases Have Boosted Core PCE Prices by XXXX% So Far This Year and Will Boost Them by a Further XXX% Eventually"
X Link @MikeZaccardi 2025-10-13T09:17Z 65.1K followers, 7506 engagements
"$VIX back under 19"
X Link @MikeZaccardi 2025-10-13T19:30Z 65.1K followers, 4364 engagements
"GS: Foreign investors hold a record XX% share of the US stock market"
X Link @MikeZaccardi 2025-10-11T13:24Z 65.1K followers, 16.6K engagements
"GS: Capex spending has rapidly increased since ChatGPT emerged"
X Link @MikeZaccardi 2025-10-12T11:22Z 65.1K followers, 10.5K engagements
"For grins I did a write-up on $ULTY One of the comments was "The yield is XXX% and you're talking about a XXX% expense ratio" Some serious investor education is required"
X Link @MikeZaccardi 2025-09-14T10:55Z 65.1K followers, 8860 engagements
"$TGT Target Q2 comparable sales dropped XXX% an improvement from Q1 signaling potential stabilization in consumer demand. The impact of the new CEO on strategy and potential changes to operational execution was a focal point of discussion. @gainify_io"
X Link @MikeZaccardi 2025-08-24T13:23Z 65.1K followers, 2515 engagements
"GS: We estimate that job growth has slowed to about 40k jobs/month on average this year and 25k jobs/month over the last three months below our estimate of the breakeven pace needed to stabilize the unemployment rate"
X Link @MikeZaccardi 2025-10-15T14:12Z 65.2K followers, 2777 engagements
"GS: When There Is a Gap Between GDP and Payroll Growth GDP Tends to Be Revised Towards Payrolls More Than the Other Way Around"
X Link @MikeZaccardi 2025-10-15T14:12Z 65.1K followers, 4528 engagements
"Tom Lee: There's pressure for funds to outperform into year-end. Performance chase already underway From @fundstrat @business"
X Link @MikeZaccardi 2025-10-15T09:53Z 65.2K followers, 10.1K engagements
"GS: AI Drives Large Productivity Gains When Successfully Deployed"
X Link @MikeZaccardi 2025-10-15T23:21Z 65.2K followers, 6310 engagements
"Nestl to cut 16000 jobs"
X Link @MikeZaccardi 2025-10-16T11:11Z 65.2K followers, 2339 engagements
"$XHB Homebuilders in correction territory a 2-month closing low"
X Link @MikeZaccardi 2025-10-09T20:01Z 65.2K followers, 4172 engagements
"PE dry powder remains elevated"
X Link @MikeZaccardi 2025-10-05T21:34Z 65.1K followers, 6748 engagements
"$VIX XX would be its highest daily print since April 23"
X Link @MikeZaccardi 2025-10-16T19:37Z 65.2K followers, 34.7K engagements
"$IWC microcaps are now +24% YTD They were -XX% in April @StockCharts"
X Link @MikeZaccardi 2025-10-16T13:17Z 65.2K followers, 3830 engagements
"Households now spend almost as much on restaurants takeout and delivery as on groceries eaten at home. Torsten at Apollo"
X Link @MikeZaccardi 2025-10-16T10:56Z 65.2K followers, 3836 engagements
"The big spec names are soaring this morning $CRDO $IONQ $MARA $BE $OKLO $SMR $LEU $RGTI Russell 2000 premarket heat map"
X Link @MikeZaccardi 2025-10-15T10:00Z 65.2K followers, 11.7K engagements
"December X marks the 10th anniversary of the gold bull market. @awealthofcs It tagged $1045 for a cycle low on 12/3/2015"
X Link @MikeZaccardi 2025-10-16T19:17Z 65.2K followers, 3239 engagements
"Russell 2000 EPS growth expected to be XX% next year GS"
X Link @MikeZaccardi 2025-10-11T15:06Z 65.1K followers, 17.2K engagements
"ChatGPT dominates"
X Link @MikeZaccardi 2025-10-16T11:17Z 65.2K followers, 2615 engagements
"Chips storming back this morning $TSM $NVDA $ASML"
X Link @MikeZaccardi 2025-10-15T09:30Z 65.2K followers, 3461 engagements
"$VIX was near XX this morning. Now under 24"
X Link @MikeZaccardi 2025-10-17T12:22Z 65.2K followers, 3286 engagements
"$CRM Salesforce jumps X% after giving new revenue target of $XX billion by 2030 @WallStHorizon @ChristineLShort"
X Link @MikeZaccardi 2025-10-16T11:11Z 65.2K followers, 2264 engagements
"Bonds $AGG nice diversification"
X Link @MikeZaccardi 2025-10-10T17:52Z 65.1K followers, 3308 engagements
"Retail investor participation is getting intense"
X Link @MikeZaccardi 2025-10-13T23:53Z 65.1K followers, 4350 engagements
"$GLD all-time high weekly close. An 8th straight up week. On record weekly dollar volume"
X Link @MikeZaccardi 2025-10-10T19:58Z 65.1K followers, 3375 engagements
"GS: The AI Spending Boom Is Not Too Big AI Investment Has Risen by Around $300bn Since 2023"
X Link @MikeZaccardi 2025-10-15T23:21Z 65.2K followers, 15.7K engagements
"BofA Global Fund Manager Survey: #1 systemic credit event source now seen as private equity/credit"
X Link @MikeZaccardi 2025-10-14T10:12Z 65.2K followers, 18.2K engagements
"$XLK $SMH down a bit more than $KRE this morning"
X Link @MikeZaccardi 2025-10-17T10:10Z 65.2K followers, 2393 engagements
"Job Searches for Holiday Season Soar With Full-Time Roles Scarce"
X Link @MikeZaccardi 2025-10-16T11:27Z 65.2K followers, 2488 engagements
"S&P XXX best session since May XX +1.56%"
X Link @MikeZaccardi 2025-10-13T20:01Z 65.1K followers, 4310 engagements
"Nasdaq ttm P/E is 38x It got to almost double that in early 2000"
X Link @MikeZaccardi 2025-10-06T18:45Z 65.2K followers, 5999 engagements