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[@DataTrekMB](/creator/twitter/DataTrekMB)
"A lack of economic data and the ongoing US government shutdown are nudging Fed Funds Futures into putting small (1 X pct) odds on a XX bp rate cut at either the October or December FOMC meetings"  
[X Link](https://x.com/DataTrekMB/status/1980272553986781462) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-20T13:59Z 16.2K followers, 1169 engagements


"The S&P 500s worst performing XX stocks YTD are a hodgepodge of consumer ( $LULU $DECK $STZ) industrial ( $Dow $LYB $EMN) and services names ( $FDS $FI $ACN). Tax loss selling may pressure them further in the weeks to come"  
[X Link](https://x.com/DataTrekMB/status/1980711336024711560) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-21T19:02Z 16.2K followers, 1292 engagements


"1/2 US Google search volumes for find job and new job are at new 20-year highs. Queries for full/part time job are also significantly higher than at any point over the last X decades"  
[X Link](https://x.com/DataTrekMB/status/1979227463877103813) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-17T16:46Z 16.2K followers, 1316 engagements


"2/2 .This data shows why Chair Powell is so concerned about the current low hire low fire labor market environment. Americans are searching for jobs at recessionary levels so a pickup in layoffs would surely increase unemployment"  
[X Link](https://x.com/DataTrekMB/status/1979227465542254762) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-17T16:46Z 16.2K followers, 1016 engagements


"Since the S&P 500s lows on October 12th 2022 $NVDA has been responsible for XX points of the indexs XXXX% total return. Without this one stock the S&Ps return would be +77.4% very close to rest of world performance (MSCI All Country ex-US +74.9 pct). $VOO $IVV $SPY $ACWX"  
[X Link](https://x.com/DataTrekMB/status/1977796599473635541) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-13T18:00Z 16.2K followers, 1551 engagements


"1/2 Using a run rate based on last years results $MSFT generates net cash flows equal to $PFE s entire equity market value buys a $PYPL in CapEx and returns capital equivalent to the value of a $DAL annually"  
[X Link](https://x.com/DataTrekMB/status/1978523936657662285) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T18:10Z 16.2K followers, 1430 engagements


"2/2 .We cant think of businesses outside of US Big Tech that could match these types of comparisons. Thats why $MSFT s equity market value is the second highest in the world at $XXX trillion only behind $NVDA ($4.4 tn)"  
[X Link](https://x.com/DataTrekMB/status/1978523937957949821) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T18:10Z 16.2K followers, 1005 engagements


"While it may feel more conservative to cast the broader net of the S&P 1500 the difference to the S&P XXX is negligible in most ways that matter.This is largely a function of a highly concentrated US equity market something we dont see changing in the coming years. $VOO $SPTM"  
[X Link](https://x.com/DataTrekMB/status/1978544017911501040) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T19:30Z 16.2K followers, 3418 engagements


"1/2 Determining whether to over or underweight US Big Tech is now a more important decision for global investment managers than the traditional questions regarding country and developed/emerging market allocations"  
[X Link](https://x.com/DataTrekMB/status/1978553966922190992) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T20:10Z 16.2K followers, 1210 engagements


"Computing power is so much higher than in 1999 that the difference is almost unimaginable. It would take roughly X million Intel Pentium chips the state of the art for personal computing in 1999 to deliver the same computational ability as one Nvidia Blackwell chip today"  
[X Link](https://x.com/DataTrekMB/status/1979993709795004841) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-19T19:31Z 16.2K followers, 1612 engagements


"2/2 .Many countries outside the US severely lack major Tech exposure which is why US Big Tech has more of an influence on $ACWI than most sovereign nations. Disruptive technologies drive outsized equity returns"  
[X Link](https://x.com/DataTrekMB/status/1978553969090736387) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-15T20:10Z 16.2K followers, 1080 engagements


"1/2 US large cap Tech stocks have outperformed the S&P XXX by +10.4 percentage points over the last XXX trading days over X standard deviation above the long-run mean"  
[X Link](https://x.com/DataTrekMB/status/1980734358198833192) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-21T20:34Z 16.2K followers, 1148 engagements


"2/2 .When thats happened since 2010 Tech has gone on to continue beating the index by an average of XXX points over the next XXX days. Price momentum is a powerful factor in capital markets"  
[X Link](https://x.com/DataTrekMB/status/1980734359737950594) [@DataTrekMB](/creator/x/DataTrekMB) 2025-10-21T20:34Z 16.2K followers, 1045 engagements