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# ![@MikeZaccardi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::22073146.png) @MikeZaccardi Mike Zaccardi, CFA, CMT 🍖

Mike Zaccardi, CFA, CMT 🍖 posts on X about stocks, $gld, vix, $gdx the most. They currently have XXXXXX followers and 14971 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::22073146/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::22073146/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +38%

### Mentions: XXX [#](/creator/twitter::22073146/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::22073146/c:line/m:posts_active.svg)

- X Week XXX +30%
- X Month XXXXX -XXXX%
- X Months XXXXX +45%
- X Year XXXXX +63%

### Followers: XXXXXX [#](/creator/twitter::22073146/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::22073146/c:line/m:followers.svg)

- X Week XXXXXX +0.60%
- X Month XXXXXX +2.70%
- X Months XXXXXX +20%
- X Year XXXXXX +52%

### CreatorRank: XXXXXXX [#](/creator/twitter::22073146/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::22073146/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::22073146/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[stocks](/topic/stocks) #4332, [$gld](/topic/$gld) #38, [vix](/topic/vix) #129, [$gdx](/topic/$gdx) #18, [$vix](/topic/$vix) #37, [$iwc](/topic/$iwc) #1, [$spy](/topic/$spy) #287, [$smh](/topic/$smh) #29, [$kre](/topic/$kre) #9, [$iwm](/topic/$iwm) #120

**Top accounts mentioned or mentioned by**
[@seekingalpha](/creator/undefined) [@stockcharts](/creator/undefined) [@wallsthorizon](/creator/undefined) [@kalshi](/creator/undefined) [@soberlook](/creator/undefined) [@wisdomtreefunds](/creator/undefined) [@jeremydschwartz](/creator/undefined) [@tradingview](/creator/undefined) [@optionrats](/creator/undefined) [@fundstrat](/creator/undefined) [@gainifyio](/creator/undefined) [@awealthofcs](/creator/undefined) [@koyfincharts](/creator/undefined) [@dailychartbook](/creator/undefined) [@yardeni](/creator/undefined) [@augurinfinity](/creator/undefined) [@factset](/creator/undefined) [@barchart](/creator/undefined) [@chambleebrandel](/creator/undefined) [@jeffmacke](/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) [iShares BTC Trust (IBIT)](/topic/$ibit) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oracle Corporation (ORCL)](/topic/$orcl) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [MemeCoin (MEME)](/topic/$meme) [CatCoin (CAT)](/topic/$cat) [Bitcoin (BTC)](/topic/bitcoin) [DeepBrain Chain (DBC)](/topic/$dbc) [Advanced Micro Devices (AMD)](/topic/$amd) [Ferrari N.V. (RACE)](/topic/$race) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [BlueMove (MOVE)](/topic/$move) [American International Group Inc (AIG)](/topic/$aig) [Decentral Games (DG)](/topic/$dg) [PepsiCo, Inc. (PEP)](/topic/$pep) [Robonomics Network (XRT)](/topic/$xrt) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [GammaSwap (GS)](/topic/$gs) [Broadcom, Inc. (AVGO)](/topic/$avgo) [JPMorgan Chase (JPM)](/topic/$jpm) [Walmart, Inc. (WMT)](/topic/$wmt) [Basis Cash (BAC)](/topic/$bac) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Howmet Aerospace Inc (HWM)](/topic/$hwm)
### Top Social Posts [#](/creator/twitter::22073146/posts)
---
Top posts by engagements in the last XX hours

"$SMH +42% YTD"  
[X Link](https://x.com/MikeZaccardi/status/1975169731435925767) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-06T12:02Z 65.2K followers, 3211 engagements


"$SPY -XXXX% AH $QQQ -XXXX% $SMH -XXXX% $IWM -XXXX% $FXI -XXXX% $IBIT -XXXX% $GLD +0.34%"  
[X Link](https://x.com/MikeZaccardi/status/1976770109290299474) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T22:01Z 65.2K followers, 4023 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, 15.8K 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, 35.5K 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, 34.8K 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 65.2K followers, 2671 engagements


"China and Japan quite weak this morning $FXI $EWJ"  
[X Link](https://x.com/MikeZaccardi/status/1976586886605922560) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T09:53Z 65.2K followers, 2498 engagements


"$LLY $NVO slimmer AH"  
[X Link](https://x.com/MikeZaccardi/status/1978965417751167459) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T23:24Z 65.2K followers, 3256 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, 3511 engagements


"The underperformance of US Small Cap relative to Large Cap over the past two days is the worst since April. @AugurInfinity"  
[X Link](https://x.com/MikeZaccardi/status/1979276945956442123) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T20:02Z 65.2K followers, 3160 engagements


"The unemployment rate for those aged XX to XX is XXX% which is not high by historical standards"  
[X Link](https://x.com/MikeZaccardi/status/1979515211380875764) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-18T11:49Z 65.2K followers, 3314 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 65.2K followers, 8570 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, 3372 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, 3862 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, 8182 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, 2412 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, 7950 engagements


"Number of leveraged equity ETFs at a record high"  
[X Link](https://x.com/MikeZaccardi/status/1979122093829542172) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T09:47Z 65.2K followers, 16.5K 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, 2668 engagements


"YTD: Bonds $AGG +7.4% Small caps $IJR +3.4% Cash $BIL +3.3%"  
[X Link](https://x.com/MikeZaccardi/status/1979135412724547914) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:40Z 65.2K followers, 2490 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, 2978 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, 2989 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, 3645 engagements


"LinkedIn right now: Here's what Shohei Ohtani can teach us about B2B sales:"  
[X Link](https://x.com/MikeZaccardi/status/1979544428315287668) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-18T13:45Z 65.2K followers, 5588 engagements


"Commodities ETF $DBC a 3-month high"  
[X Link](https://x.com/MikeZaccardi/status/1971590434603585539) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-26T14:59Z 65.2K followers, 2588 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 65.2K followers, 3693 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 65.2K followers, 3939 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, 5466 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 65.2K followers, 2810 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 65.2K followers, 3629 engagements


"$VIX back under 19"  
[X Link](https://x.com/MikeZaccardi/status/1977819169577214320) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T19:30Z 65.2K followers, 4379 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


"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, 3998 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, 3932 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, 3855 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, 9271 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, 2633 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, 2346 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 65.2K followers, 2110 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, 2503 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, 2423 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, 3005 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, 3845 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, 3037 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, 2814 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, 2488 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, 2628 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, 2666 engagements


"Awkward $ZION $JEF"  
[X Link](https://x.com/MikeZaccardi/status/1978911717259161872) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:51Z 65.2K followers, 3295 engagements


"GS: Fixed income fund inflows have reached the highest level since Februay 2021"  
[X Link](https://x.com/MikeZaccardi/status/1979556155278991871) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-18T14:32Z 65.2K followers, 3600 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


"$VNM +35% from the April X low"  
[X Link](https://x.com/MikeZaccardi/status/1927675089832558824) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-05-28T10:35Z 65.2K followers, 2974 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


"Japan $EWJ breaks out to new highs. Leading DM today"  
[X Link](https://x.com/MikeZaccardi/status/1965098624800670163) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-08T17:03Z 65.2K followers, 2706 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


"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


"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


"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


"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


"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


"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


"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


"$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 65.2K followers, 2722 engagements


"Private credit default rate steady near X% @WSJ"  
[X Link](https://x.com/MikeZaccardi/status/1973696001115611548) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-02T10:26Z 65.2K followers, 3015 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


"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


"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


"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


"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


"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


"$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


"$AMD +4% $APP -X% Japan $EWJ gold bitcoin pare gains"  
[X Link](https://x.com/MikeZaccardi/status/1975501221588079031) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T09:59Z 65.2K followers, 2667 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


"$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


"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


"$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


"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


"$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


"$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


"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


"$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


"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


"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 65.2K followers, 3663 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


"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


"$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


"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


"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


"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, 2445 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


"$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


"$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, 3982 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


"Bonds $AGG nice diversification"  
[X Link](https://x.com/MikeZaccardi/status/1976707400821248162) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T17:52Z 65.2K followers, 3308 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


"$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


"$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


"$PM $MO $BTI smokes worked today"  
[X Link](https://x.com/MikeZaccardi/status/1976742840991440999) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T20:13Z 65.2K followers, 3564 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


"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


"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


"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


"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, 9238 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 65.2K followers, 3811 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, 5000 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


"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


"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


"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


"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


"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


"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


"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


"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


"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 65.2K followers, 3591 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 65.2K followers, 3038 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


"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, 2983 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


"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 65.2K followers, 3412 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


"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


"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


"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


"$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


"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


"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


"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


"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


"$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


"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


"$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


"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, 4404 engagements


"Inferior 'quality' YTD"  
[X Link](https://x.com/MikeZaccardi/status/1978176074404987239) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T19:08Z 65.2K followers, 3340 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


"$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


"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, 2814 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: 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


"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


"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, 4205 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


"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


"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


"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


"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


"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, 3650 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, 4439 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, 2545 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


"$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


"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, 2558 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 65.2K followers, 4540 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, 3601 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


"$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


"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


"$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, 3104 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


"$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


"$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, 3486 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, 3164 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, 3936 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, 9846 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, 3685 engagements


"Bears reasserted themselves"  
[X Link](https://x.com/MikeZaccardi/status/1978751095645085886) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T09:13Z 65.2K followers, 4479 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, 2648 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, 2232 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 65.2K followers, 2253 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, 2604 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, 2996 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, 4178 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, 2692 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, 2870 engagements


"ChatGPT dominates"  
[X Link](https://x.com/MikeZaccardi/status/1978782317393875347) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T11:17Z 65.2K followers, 2625 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, 2665 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, 7330 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, 2835 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 65.2K followers, 9422 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 65.2K followers, 3295 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


"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, 3422 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, 4634 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, 3823 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


"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


"$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, 4399 engagements


"Anybody else geek out on capital structure From Wei Li at @BlackRock"  
[X Link](https://x.com/MikeZaccardi/status/1972647817886974220) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-29T13:01Z 65.2K followers, 2619 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, 3912 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


"$TAN solar stocks 52wk high"  
[X Link](https://x.com/MikeZaccardi/status/1976385098414161962) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T20:31Z 65.2K followers, 3990 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 65.2K followers, 3763 engagements


"Kevin Hasset now almost even money to get the Fed Chair nomination @Kalshi"  
[X Link](https://x.com/MikeZaccardi/status/1978443839422509124) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T12:52Z 65.2K followers, 2717 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, 2273 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, 2272 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, 2470 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, 2545 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, 5162 engagements


"Investor allocation to equities at an all-time high"  
[X Link](https://x.com/MikeZaccardi/status/1963754531055145209) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-09-05T00:02Z 65.2K followers, 39.8K 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, 2799 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 65.2K followers, 6587 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, 242K engagements


"Homebuilders smacked today $DPZ $YUM unappetizing moves"  
[X Link](https://x.com/MikeZaccardi/status/1975565084236845164) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T14:13Z 65.2K followers, 2873 engagements


"$RKT one a hot 'lower rates' play. now in a XX% drawdown. Lowest close since July"  
[X Link](https://x.com/MikeZaccardi/status/1975654223711740335) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-07T20:07Z 65.2K followers, 3867 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, 3067 engagements


"FedEx falls after J.P. Morgan downgrades due to 'significant' headwinds $FDX"  
[X Link](https://x.com/MikeZaccardi/status/1975896413122023661) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-08T12:09Z 65.2K followers, 2276 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, 4779 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, 5307 engagements


"FOMC Minutes. A summary -Majority saw upside risks to inflation from recent data tariffs persistence concerns and expectations"  
[X Link](https://x.com/MikeZaccardi/status/1976245689018679450) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-09T11:17Z 65.2K followers, 5168 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, 80.2K engagements


"BofA: A tepid month for BAC card spending We look for a XXX% m/m drop in the Census Bureaus retail sales ex-autos estimate We forecast an even weaker -XXX% print on the control group"  
[X Link](https://x.com/MikeZaccardi/status/1976637100654293399) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T13:13Z 65.2K followers, 2904 engagements


"Mortgage rates lowest since Fed Day"  
[X Link](https://x.com/MikeZaccardi/status/1976731119283491198) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-10T19:26Z 65.2K followers, 3631 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, 286.8K 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, 5393 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


"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, 3487 engagements


"$FAST a slow start to earnings week"  
[X Link](https://x.com/MikeZaccardi/status/1977776725905043470) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-13T16:41Z 65.2K followers, 2879 engagements


"GS: Going Forward the Majority of Potential GDP Growth Will Likely Come from Productivity Growth With Only a Modest Contribution from Labor Supply Growth"  
[X Link](https://x.com/MikeZaccardi/status/1978061912572051855) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-14T11:34Z 65.2K followers, 4586 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, 50.3K 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, 26.9K 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, 48.1K 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, 8322 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, 3466 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 65.2K followers, 3017 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, 2459 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, 2785 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, 2901 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, 3817 engagements


"Market still thinks XXX% Q3 GDP @Kalshi"  
[X Link](https://x.com/MikeZaccardi/status/1978529805344608438) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-15T18:33Z 65.2K followers, 3264 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, 3124 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 65.2K followers, 3583 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, 6107 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, 6337 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, 3998 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 65.2K followers, 2115 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, 2576 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, 9818 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, 2623 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, 4424 engagements


"Insurance stocks clobbered again"  
[X Link](https://x.com/MikeZaccardi/status/1978818165686640991) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T13:39Z 65.2K followers, 2863 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, 3021 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, 3368 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, 3020 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, 3733 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, 3667 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, 3888 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, 3469 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, 4241 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, 3260 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, 3594 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, 3505 engagements


"Mortgage rates XXXX% a one-month low"  
[X Link](https://x.com/MikeZaccardi/status/1978909801007468648) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-16T19:43Z 65.2K followers, 4122 engagements


"GS: The AI capex boom will continue to drive S&P XXX cash spending in 2026 We forecast S&P XXX cash spending will reach $XXX trillion in 2026 an XX% increase vs. 2025 Healthy earnings growth tailwinds from monetary and fiscal policy and AI-related investments will support strong cash spending"  
[X Link](https://x.com/MikeZaccardi/status/1978975033629495563) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T00:03Z 65.2K followers, 7824 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, 5274 engagements


"BofA: Re-naming the dots. FOMC members"  
[X Link](https://x.com/MikeZaccardi/status/1979119505524584588) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T09:37Z 65.2K followers, 2471 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, 2306 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, 2396 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, 2455 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, 2561 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, 2433 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, 3836 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, 3077 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, 5072 engagements


"Percentage of car loans underwater remains below 2019-2020 levels h/t Tilo Marotz @business"  
[X Link](https://x.com/MikeZaccardi/status/1979134353838944715) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T10:36Z 65.2K followers, 3012 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, 3442 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, 3193 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, 3876 engagements


"BofA: We see lower mortgage rates (down to X% from XXXX% today) as consistent with Treasury Secretary Bessents recent statement that everything is on the table with respect to addressing the US housing affordability crisis The Trump Administration may push to end MBS Quantitative Tightening (QT)"  
[X Link](https://x.com/MikeZaccardi/status/1979148579831706042) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T11:32Z 65.2K followers, 5218 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, 3365 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, 3484 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, 3351 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, 3168 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, 3284 engagements


"Consumer stocks leading"  
[X Link](https://x.com/MikeZaccardi/status/1979194471712501883) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T14:35Z 65.2K followers, 3098 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, 2495 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, 4026 engagements


"GS: Weak balance sheet stocks have outperformed recently"  
[X Link](https://x.com/MikeZaccardi/status/1979309137944047628) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T22:10Z 65.2K followers, 3792 engagements


"GS: Buyback Aristocrats have outperformed YTD Dividend.not so much"  
[X Link](https://x.com/MikeZaccardi/status/1979309226796421583) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-17T22:11Z 65.2K followers, 30.2K engagements


"GS: We expect a XXXX% increase in September core CPI (vs. +0.3% consensus) corresponding to a year-over-year rate of XXXX% (vs. +3.1% consensus). Our forecast is consistent with a XXXX% increase in core PCE in September"  
[X Link](https://x.com/MikeZaccardi/status/1979507186788131172) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-18T11:17Z 65.2K followers, 2671 engagements


"BofA: AI Hyperscalers capex growth is decelerating but expected to remain strong"  
[X Link](https://x.com/MikeZaccardi/status/1979511913584197821) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-18T11:36Z 65.2K followers, 4452 engagements


"US household net worth has doubled in the past decade to $XXXXX trillion"  
[X Link](https://x.com/MikeZaccardi/status/1979514552602505484) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-18T11:47Z 65.2K followers, 3701 engagements


"Lower mortgage rates rising incomes and cooling home-price growth is a nice combination for Housing Affordability:"  
[X Link](https://x.com/MikeZaccardi/status/1979575147108380921) [@MikeZaccardi](/creator/x/MikeZaccardi) 2025-10-18T15:47Z 65.2K followers, 4804 engagements