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

Mike Zaccardi, CFA, CMT, appears to be active on social media, sharing market insights and data. His recent posts highlight various trends, including a strong labor market, corporate borrowing for AI and data center spending, and shifts in intermarket relationships. He also shares technical analysis and commentary on stocks, including notable companies like $NVDA, $MSFT, and $AMZN.

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

- [--] Week [---------] +65%
- [--] Month [---------] -19%
- [--] Months [----------] -8.10%
- [--] Year [----------] +7.90%

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

- [--] Week [---] -16%
- [--] Month [-----] +39%
- [--] Months [-----] +51%
- [--] Year [------] +62%

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

- [--] Week [------] +0.45%
- [--] Month [------] +1.30%
- [--] Months [------] +13%
- [--] Year [------] +42%

### CreatorRank: [-------] [#](/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

**Social category influence**
[finance](/list/finance)  #3214 [stocks](/list/stocks)  27.56% [cryptocurrencies](/list/cryptocurrencies)  14.53% [technology brands](/list/technology-brands)  8.12% [countries](/list/countries)  2.78% [financial services](/list/financial-services)  #635 [currencies](/list/currencies)  1.5% [exchanges](/list/exchanges)  1.5% [automotive brands](/list/automotive-brands)  1.07% [travel destinations](/list/travel-destinations)  0.64%

**Social topic influence**
[stocks](/topic/stocks) #227, [$veu](/topic/$veu) #1, [bitcoin](/topic/bitcoin) 5.98%, [$spy](/topic/$spy) #442, [$ibit](/topic/$ibit) #109, [$gld](/topic/$gld) #118, [gold](/topic/gold) #1162, [$iwm](/topic/$iwm) #68, [$eem](/topic/$eem) #3, [$vti](/topic/$vti) #9

**Top accounts mentioned or mentioned by**
[@stockcharts](/creator/undefined) [@william_r2rclub](/creator/undefined) [@finvizcom](/creator/undefined) [@seekingalpha](/creator/undefined) [@soberlook](/creator/undefined) [@augurinfinity](/creator/undefined) [@koyfincharts](/creator/undefined) [@factset](/creator/undefined) [@wisdomtreefunds](/creator/undefined) [@tradingview](/creator/undefined) [@grok](/creator/undefined) [@ailliwre](/creator/undefined) [@kalshi](/creator/undefined) [@dailychartbook](/creator/undefined) [@fundstrat](/creator/undefined) [@yardeni](/creator/undefined) [@teconomics](/creator/undefined) [@fsinsight](/creator/undefined) [@jp_money_95630](/creator/undefined) [@reallyandrew](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPDR GOLD ETF (GLD)](/topic/$gld) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [DeepBrain Chain (DBC)](/topic/$dbc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Salesforce Inc (CRM)](/topic/$crm) [CatCoin (CAT)](/topic/$cat) [Microsoft Corp. (MSFT)](/topic/$msft) [Vixco (VIX)](/topic/$vix) [Spacemesh (SMH)](/topic/$smh) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Eli Lilly and Company (LLY)](/topic/$lly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BofA: Global small value is an uncorrelated portfolio add-on meaning it sucked from 2009-2024"  
[X Link](https://x.com/MikeZaccardi/status/2021620021802209360)  2026-02-11T16:19Z 69.1K followers, [----] engagements


"@EricBalchunas but he kinda effectively hung up his cleats in the late 2000s. then became a closet indexer. $FCNTX @davidcohen https://x.com/MikeZaccardi/status/2016158248655630794s=20 Fidelity's Will Danoff to retire. epic closet indexer $FCNTX $IWF https://t.co/vQ5wXmAYNQ https://x.com/MikeZaccardi/status/2016158248655630794s=20 Fidelity's Will Danoff to retire. epic closet indexer $FCNTX $IWF https://t.co/vQ5wXmAYNQ"  
[X Link](https://x.com/MikeZaccardi/status/2022335950098182533)  2026-02-13T15:43Z 69.1K followers, [---] engagements


"International stocks $VEU fresh highs back to Sept [----] vs US stocks $VTI"  
[X Link](https://x.com/MikeZaccardi/status/2020966509539893415)  2026-02-09T21:02Z 69.1K followers, [----] engagements


"$GNRC 52wk high leading the SPX today. a little from me on that one. @seekingalpha https://seekingalpha.com/article/4868943-generac-shares-power-to-52-week-highs-after-a-ho-hum-q4 https://seekingalpha.com/article/4868943-generac-shares-power-to-52-week-highs-after-a-ho-hum-q4"  
[X Link](https://x.com/MikeZaccardi/status/2021674575981920342)  2026-02-11T19:55Z 69.1K followers, [----] engagements


"For CY [----] analysts are projecting earnings growth of 14.4% and revenue growth of 7.5% @factset"  
[X Link](https://x.com/MikeZaccardi/status/2022369956180984010)  2026-02-13T17:59Z 69.1K followers, [----] engagements


"CPI using real-time shelter price data is 1.5-1.6%. Via @jeremydschwartz @wisdomtreefunds"  
[X Link](https://x.com/MikeZaccardi/status/2022480800873173433)  2026-02-14T01:19Z 69.1K followers, [----] engagements


"US vs ex-US super quite in the second half. too quiet $VTI $VEU"  
[X Link](https://x.com/MikeZaccardi/status/1999574194137206913)  2025-12-12T20:16Z 69.1K followers, [----] engagements


"The Mag [--] $MAGS has lagged the average US stock $EQAL and ex-US equities $VEU since late October. Folks aren't (yet) going for the largest and most liquid names as year-end approaches"  
[X Link](https://x.com/MikeZaccardi/status/2002899823968600176)  2025-12-22T00:31Z 69.1K followers, [----] engagements


"Santa Claus Rally update: $SPY -0.15% $VEU ex-US stocks +1.7% @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2008186629328949334)  2026-01-05T14:39Z 69.1K followers, [----] engagements


"International stocks $VEU more all-time highs +35.4% YoY"  
[X Link](https://x.com/MikeZaccardi/status/2008288004310179845)  2026-01-05T21:22Z 69.1K followers, [----] engagements


"S&P [---] +1.11% for the first [--] days of the year. Bullish $QQQ +1.00% $IWM +4.92% $VEU +2.54% $GLD +3.83% $IBIT +3.77% $UUP +0.89% strong dollar in [----] so far @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2009374670772941284)  2026-01-08T21:20Z 69.1K followers, [----] engagements


"International stocks fresh 8-month highs vs $SPY this morning. straight up since early December. With the dollar flat over that time. $VEU $SPY VEU:SPY +15.5% YoY $UUP -5.3% @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2010701770717073663)  2026-01-12T13:13Z 69.1K followers, [----] engagements


"Still 538k power outages. about [---] million people. #Fern $GNRC"  
[X Link](https://x.com/MikeZaccardi/status/2016102465804915133)  2026-01-27T10:54Z 69.1K followers, [----] engagements


"Zooming in on Software. 52wk drawdowns"  
[X Link](https://x.com/MikeZaccardi/status/2018769257165717676)  2026-02-03T19:31Z 69.1K followers, 28.7K engagements


"US vs ex-US: worst start to a year in more than [--] decades. @soberlook $VTI $VEU https://thedailyshot.com/subscribe/ https://thedailyshot.com/subscribe/"  
[X Link](https://x.com/MikeZaccardi/status/2019746216473407753)  2026-02-06T12:13Z 69.1K followers, [----] engagements


"**Reminder** Subscribe for a follow-back direct interaction and access to exclusive posts & sellside research not available to followers/the public"  
[X Link](https://x.com/MikeZaccardi/status/2020401712566088098)  2026-02-08T07:38Z 69.1K followers, [----] engagements


"Last [--] years: Gold has destroyed ex-US stocks 8.44% vs 5.83%"  
[X Link](https://x.com/MikeZaccardi/status/2020513761174401296)  2026-02-08T15:03Z 69.1K followers, [----] engagements


"$SPY +0.6% $IWM +1.0% $VEU +0.7% $TLT -0.7% Gold bitcoin close to the flatline $GLD $IBIT"  
[X Link](https://x.com/MikeZaccardi/status/2021587968058708054)  2026-02-11T14:11Z 69.1K followers, [----] engagements


"$AMZN down [--] days in a row sub-$200"  
[X Link](https://x.com/MikeZaccardi/status/2022041120927072489)  2026-02-12T20:12Z 69.1K followers, [----] engagements


"Emerging Markets Are Crushing the S&P 500: Is the Rally Just Beginning $EEM $IEMG $VWO $SPEM I go global today on @stockcharts @dailychartbook @pdunuwila https://articles.stockcharts.com/article/emerging-markets-crushing-sp500-is-the-rally-just-beginning/ https://articles.stockcharts.com/article/emerging-markets-crushing-sp500-is-the-rally-just-beginning/"  
[X Link](https://x.com/MikeZaccardi/status/2022041806788059588)  2026-02-12T20:15Z 69.1K followers, [----] engagements


"Value ETF $VTV bearish engulfing Mon-Weds price action today"  
[X Link](https://x.com/MikeZaccardi/status/2022046287869165647)  2026-02-12T20:32Z 69.1K followers, [----] engagements


"$XLK vs $XLU worst day since the session after Liberation Day"  
[X Link](https://x.com/MikeZaccardi/status/2022056287073448220)  2026-02-12T21:12Z 69.1K followers, [----] engagements


"International stocks $VEU looking good for a 12th straight up week. Awesome"  
[X Link](https://x.com/MikeZaccardi/status/2022081709198508291)  2026-02-12T22:53Z 69.1K followers, [----] engagements


"BofA: Taiwan offers an early look at an AI-supercharged economy where growth is concentrated in a small slice of the workforce. We upgraded [----] Taiwan GDP growth forecast to 8.0%"  
[X Link](https://x.com/MikeZaccardi/status/2022288926270968235)  2026-02-13T12:37Z 69.1K followers, [----] engagements


"BofA: AI contributed to the strength in investment in 2025"  
[X Link](https://x.com/MikeZaccardi/status/2022290045990768980)  2026-02-13T12:41Z 69.1K followers, [----] engagements


"BofA Private Clients: Magnificent [--] stocks = 16% of AUM international stocks = 4% Treasuries = 4% gold = 0.6%"  
[X Link](https://x.com/MikeZaccardi/status/2022291286129078549)  2026-02-13T12:46Z 69.1K followers, 94.1K engagements


"BofA Hartnett: Record 4-week inflow from Korea equities $EWY"  
[X Link](https://x.com/MikeZaccardi/status/2022292470139154842)  2026-02-13T12:51Z 69.1K followers, 12K engagements


"Miran pushes for more rate cuts as Fed policy is 'tighter than it needs to be' @seekingalpha"  
[X Link](https://x.com/MikeZaccardi/status/2022293833606631444)  2026-02-13T12:56Z 69.1K followers, [----] engagements


"GS: De-rating of capital-light versus capital-heavy businesses globally"  
[X Link](https://x.com/MikeZaccardi/status/2022294536135856133)  2026-02-13T12:59Z 69.1K followers, 59.6K engagements


"Core CPI 2.5% YoY lowest since March [----] 3.62% long-term average (since 1957)"  
[X Link](https://x.com/MikeZaccardi/status/2022302800177209785)  2026-02-13T13:32Z 69.1K followers, [----] engagements


"$XLF vs $SPY: 52wk low Financials lagging badly. and it was everybody's favorite not long ago"  
[X Link](https://x.com/MikeZaccardi/status/2022319611023184002)  2026-02-13T14:39Z 69.1K followers, [----] engagements


"Kudos to crypto for not collapsing today"  
[X Link](https://x.com/MikeZaccardi/status/2022321191172587580)  2026-02-13T14:45Z 69.1K followers, [----] engagements


"$RSP +0.3% $IWM +0.6% $SPY +0.1% But international stocks are in the red. Gold silver bitcoin bonds up nicely. helping on the diversification front"  
[X Link](https://x.com/MikeZaccardi/status/2022321638889415044)  2026-02-13T14:47Z 69.1K followers, [----] engagements


"Prices at the pump tick higher. $3/gallon imminent. AAA"  
[X Link](https://x.com/MikeZaccardi/status/2022329221196972053)  2026-02-13T15:17Z 69.1K followers, [----] engagements


"$IGV long-legged doji on the weekly so far. back to the flat line vs last Friday"  
[X Link](https://x.com/MikeZaccardi/status/2022330148251439381)  2026-02-13T15:20Z 69.1K followers, [----] engagements


"The forward 12-month P/E ratio for the S&P [---] is [----]. This P/E ratio is above both the 5-year (20.0) and 10-year (18.8) averages. @factset"  
[X Link](https://x.com/MikeZaccardi/status/2022369340398416295)  2026-02-13T17:56Z 69.1K followers, [----] engagements


"S&P [---] Reporting Highest Revenue Growth in [--] Years @factset"  
[X Link](https://x.com/MikeZaccardi/status/2022369631239913679)  2026-02-13T17:57Z 69.1K followers, [----] engagements


"30yr mortgage rate very close to the lowest since August [----]. and with rising real wages housing affordability is much improved from Q3-Q4 [----]. Good news"  
[X Link](https://x.com/MikeZaccardi/status/2022388610918445184)  2026-02-13T19:13Z 69.1K followers, [----] engagements


"@chambleebrandel We are talking about Taylor Swift on @golfchannel now Make it stop. @ToddLewisGC @RichLernerGC @GolfChannel @GolfChannelPR @GeorgeSavaricas @RyanLavnerGC @RexHoggardGC @eamonlynch @damonhackGC @ArronOberholser @NoLayingUp @SBurkowskiGC @Garywilliams1Up @JustinRayGolf https://twitter.com/i/web/status/2022395967488627172 https://twitter.com/i/web/status/2022395967488627172"  
[X Link](https://x.com/MikeZaccardi/status/2022395967488627172)  2026-02-13T19:42Z 69.1K followers, [---] engagements


"Emerging markets $IEMG $98 (+32%) in play I make the case on @stockcharts $EEM $SPEM https://articles.stockcharts.com/article/emerging-markets-crushing-sp500-is-the-rally-just-beginning/ https://articles.stockcharts.com/article/emerging-markets-crushing-sp500-is-the-rally-just-beginning/"  
[X Link](https://x.com/MikeZaccardi/status/2022399978564460793)  2026-02-13T19:58Z 69.1K followers, [----] engagements


"Software stocks $IGV up this week @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2022403453662695563)  2026-02-13T20:12Z 69.1K followers, [----] engagements


"Goldman flags [--] Energy stocks with further upside likely $XLE @seekingalpha"  
[X Link](https://x.com/MikeZaccardi/status/2022409122189066715)  2026-02-13T20:34Z 69.1K followers, 14.8K engagements


"$AMZN down [--] days in a row. longest losing streak in [--] years. 23% drawdown"  
[X Link](https://x.com/MikeZaccardi/status/2022411511809929230)  2026-02-13T20:44Z 69.1K followers, 21.4K engagements


"$VIX up [--] weeks running. highest Friday settle since November. [--] @stockcharts. complacency is not the word of the moment"  
[X Link](https://x.com/MikeZaccardi/status/2022412271134347507)  2026-02-13T20:47Z 69.1K followers, [----] engagements


"It's a great time to be a building. $XLRE $VNQ $IYR 52wk high tr into the long weekend"  
[X Link](https://x.com/MikeZaccardi/status/2022414384014737807)  2026-02-13T20:55Z 69.1K followers, [----] engagements


"Boomers rejoice. 60/40 ETF also a record high up [--] weeks running"  
[X Link](https://x.com/MikeZaccardi/status/2022415429306626059)  2026-02-13T20:59Z 69.1K followers, [----] engagements


"S&P [---] flat on the year. $VEU +9.4%"  
[X Link](https://x.com/MikeZaccardi/status/2022674219050385507)  2026-02-14T14:08Z 69.1K followers, [----] engagements


"US vs World ex-US . worst start to a year in decades @augurinfinity"  
[X Link](https://x.com/MikeZaccardi/status/2022674602825031789)  2026-02-14T14:09Z 69.1K followers, 35.4K engagements


"$OIH fresh highs back to late [----] back above a major congestion zone. Energy service stocks are surging. @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2022695200972296486)  2026-02-14T15:31Z 69.1K followers, [----] engagements


"$TM Toyota +12.4%"  
[X Link](https://x.com/MikeZaccardi/status/1948008694484021334)  2025-07-23T13:13Z 69K followers, [----] engagements


"AI (robotshumans) = less jobs 1yr returns: $PAYX -10% $MAN -44% $RHI -46%"  
[X Link](https://x.com/MikeZaccardi/status/1974048808787972516)  2025-10-03T09:48Z 68.7K followers, [----] engagements


"$AGG YTM very stable at 4.35% @wisdomtreefunds Could look even more attractive vs cash come Dec 11"  
[X Link](https://x.com/MikeZaccardi/status/1992312713058365849)  2025-11-22T19:22Z 69.1K followers, [----] engagements


"The subject of today's Daily Insight blog post for my X Subscribers only $AGG #Fed #savings That 4.24% $AGG yield is soon to look even more attractive vs. money-market fund rates. @wisdomtreefunds https://t.co/oaT517RK7L That 4.24% $AGG yield is soon to look even more attractive vs. money-market fund rates. @wisdomtreefunds https://t.co/oaT517RK7L"  
[X Link](https://x.com/MikeZaccardi/status/1995107010711552315)  2025-11-30T12:25Z 69.1K followers, [----] engagements


"Commodities $DBC 3yr high"  
[X Link](https://x.com/MikeZaccardi/status/1996960562488479910)  2025-12-05T15:11Z 68.7K followers, 14.7K engagements


"DJT may not like this"  
[X Link](https://x.com/MikeZaccardi/status/1998382773229248575)  2025-12-09T13:22Z 69K followers, [----] engagements


"$GIS General Mills: FQ2 North America retail net sales -13% Y/Y international markets +5.5% @seekingalpha"  
[X Link](https://x.com/MikeZaccardi/status/2001268529421562136)  2025-12-17T12:29Z 68.7K followers, [----] engagements


"International stock $VEU record high heading into the weekend. Not bad"  
[X Link](https://x.com/MikeZaccardi/status/2002105529670259178)  2025-12-19T19:55Z 69.1K followers, [----] engagements


"Commodities have lagged badly YTD: $DBC +8.3% $ACWI +22.6% @stockcharts So when do we get a commodities ex-oil ETF"  
[X Link](https://x.com/MikeZaccardi/status/2003424920429088902)  2025-12-23T11:18Z 68.7K followers, [----] engagements


"$VEU international stocks up nicely for a 4th straight session. Record high"  
[X Link](https://x.com/MikeZaccardi/status/2003547361918804221)  2025-12-23T19:24Z 69.1K followers, [----] engagements


"Torsten at Apollo: Governments are issuing more shortdated paper to minimize debtservicing costs. As a result the average maturity of the sovereign bond index is declining rapidly $AGG I dug into [----] bond market catalysts on @stockcharts: https://articles.stockcharts.com/article/peace-on-earth-stability-in-bonds-watch-these-3-charts-for-fixed-income-in-2026/ https://articles.stockcharts.com/article/peace-on-earth-stability-in-bonds-watch-these-3-charts-for-fixed-income-in-2026/"  
[X Link](https://x.com/MikeZaccardi/status/2004517941048451306)  2025-12-26T11:41Z 69.1K followers, [----] engagements


"US Truflation falling like a rock. from 2.7% to 1.95% in a few weeks @fundstrat"  
[X Link](https://x.com/MikeZaccardi/status/2006883399147913246)  2026-01-02T00:21Z 69K followers, 36.1K engagements


"The $AGG very steady at a 4.3% yield Cash down to 3.5%"  
[X Link](https://x.com/MikeZaccardi/status/2007840948999356462)  2026-01-04T15:46Z 69.1K followers, [----] engagements


"TV talking heads. "We like international stocks we have a 20% weight to them" that's not a lot. especially vs history $VEU"  
[X Link](https://x.com/MikeZaccardi/status/2008875118303248825)  2026-01-07T12:15Z 69.1K followers, [----] engagements


"Eggs getting very close to free (wholesale) @teconomics $0.33/dozen"  
[X Link](https://x.com/MikeZaccardi/status/2011131401362341984)  2026-01-13T17:41Z 69.1K followers, 11.9K engagements


"Bill Pulte questions home builders' stock buybacks amid high housing costs - report $XHB $ITB"  
[X Link](https://x.com/MikeZaccardi/status/2011406983136436376)  2026-01-14T11:56Z 69K followers, [----] engagements


"$XRT retail ETF tagged a 4-year yesterday"  
[X Link](https://x.com/MikeZaccardi/status/2011432472223830228)  2026-01-14T13:37Z 69K followers, [----] engagements


"Commodities Moving the Chains in Early [----] My Wednesday @stockcharts Technical Take $DBC $USO $XLE $XLB #Silver #Oil #Gold #PnF $USD $DXY @dailychartbook @pdunuwila https://articles.stockcharts.com/article/commodities-moving-the-chains-in-early-2026/ https://articles.stockcharts.com/article/commodities-moving-the-chains-in-early-2026/"  
[X Link](https://x.com/MikeZaccardi/status/2011521496393343293)  2026-01-14T19:31Z 69K followers, [----] engagements


"BofA: This year the regional presidents voting on the FOMC (Federal Open Market Committee) are Collins Goolsbee Musalem and Schmid"  
[X Link](https://x.com/MikeZaccardi/status/2011554967455154380)  2026-01-14T21:44Z 69K followers, [----] engagements


"Equity areas down on the year (ETFs): $XLF Financials $XLC Comm Services $IWF US large-cap growth $XLF S&P Top [--] $INDA India Everything else up. $XLE $XME $ITB $IWM $MDY $VTV $RSP $ITA $VEU $GDX $SMH stand out"  
[X Link](https://x.com/MikeZaccardi/status/2011611584066355208)  2026-01-15T01:29Z 69.1K followers, [----] engagements


"@sonusvarghese look who's back on top $VFMO"  
[X Link](https://x.com/MikeZaccardi/status/2011614117191373157)  2026-01-15T01:39Z 69K followers, [---] engagements


"$XRT retail ETF bullish engulfing to a multi-year high @StockCharts"  
[X Link](https://x.com/MikeZaccardi/status/2011896858474430916)  2026-01-15T20:22Z 69K followers, [----] engagements


""US small caps are leading" lol ok whatever you say $SPY $IWM $VEU @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2012154301456515422)  2026-01-16T13:25Z 69.1K followers, [----] engagements


"$DBC commodity ETF . best weekly settle in [--] and a half years"  
[X Link](https://x.com/MikeZaccardi/status/2012277547862511964)  2026-01-16T21:35Z 69.1K followers, [----] engagements


"@chambleebrandel Through [--] rounds Vijay beating: Mav McNealy Adam Scott Ben Griffin Haotong Li Aaron Rai Denny McCarthy JJ Spaun Tom Kim Brian Harman Casmir Keith Zach Johnson Billy Ho. not to mention all the guys who missed the cut. =@ToddLewisGC @RichLernerGC @GolfChannel @GolfChannelPR @GeorgeSavaricas @RyanLavnerGC @RexHoggardGC @eamonlynch @damonhackGC @ArronOberholser @NoLayingUp @SBurkowskiGC @Garywilliams1Up @JustinRayGolf https://twitter.com/i/web/status/2012688517864837452 https://twitter.com/i/web/status/2012688517864837452"  
[X Link](https://x.com/MikeZaccardi/status/2012688517864837452)  2026-01-18T00:48Z 69K followers, [----] engagements


"WisdomTree: The improved and superior profitability of U.S. companies may support a higher earnings multiple While U.S. equities trade at a valuation premium to international markets they offer materially higher earnings quality"  
[X Link](https://x.com/MikeZaccardi/status/2012865073291620424)  2026-01-18T12:30Z 68.7K followers, [----] engagements


"European defense stocks up as Trump seeks Greenland. Bloomberg"  
[X Link](https://x.com/MikeZaccardi/status/2013224482412838931)  2026-01-19T12:18Z 68.9K followers, [----] engagements


"Small-cap value rippin $IWN $VBR @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2014053272227582325)  2026-01-21T19:11Z 69.1K followers, [----] engagements


"S&P [---] YTD: Worst $CEG -20% $GNRC among the best. +22% @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2014321854928843106)  2026-01-22T12:58Z 68.7K followers, [----] engagements


"International stocks $VEU are up [--] weeks in a row"  
[X Link](https://x.com/MikeZaccardi/status/2014462676399796389)  2026-01-22T22:18Z 69.1K followers, [----] engagements


"Ex-US vs US: This will likely be the best weekly TR settle since December [----] $ACWX $SPY Much to the relief of diversified investors. $VEU $VTI $ACWI More from me on @stockcharts: https://articles.stockcharts.com/article/market-rotation-is-sell-america-2-0-just-another-leadership-shift/ https://articles.stockcharts.com/article/market-rotation-is-sell-america-2-0-just-another-leadership-shift/"  
[X Link](https://x.com/MikeZaccardi/status/2014783394513649896)  2026-01-23T19:32Z 69.1K followers, [----] engagements


"Commodities Moving the Chains in Early [----] $DBC +8% last [--] weeks More from me on @stockcharts: https://articles.stockcharts.com/article/commodities-moving-the-chains-in-early-2026/ https://articles.stockcharts.com/article/commodities-moving-the-chains-in-early-2026/"  
[X Link](https://x.com/MikeZaccardi/status/2014793093132714146)  2026-01-23T20:11Z 69.1K followers, [----] engagements


"Bonds $AGG were up this week"  
[X Link](https://x.com/MikeZaccardi/status/2014808298017452230)  2026-01-23T21:11Z 69.1K followers, [----] engagements


"GS: Retail flows have been more active ex-MAG 7"  
[X Link](https://x.com/MikeZaccardi/status/2015756134171181496)  2026-01-26T11:58Z 68.9K followers, [----] engagements


"Torsten at Apollo: The bottom line is that the US economy continues to perform well. -Capex boom OBBBA -Job postings up -Income tax withholdings higher in Jan -Broadway show seats filled -Redbook retail sales strong https://twitter.com/i/web/status/2015760388936147180 https://twitter.com/i/web/status/2015760388936147180"  
[X Link](https://x.com/MikeZaccardi/status/2015760388936147180)  2026-01-26T12:15Z 68.8K followers, [----] engagements


"The global P/E has soared further. $ACWI 19.4x"  
[X Link](https://x.com/MikeZaccardi/status/2015874179522867539)  2026-01-26T19:47Z 68.7K followers, [----] engagements


"GSCI Commodity Index also miles from its [----] record high. $GTX @stockcharts $UUP $DXY $USD #DebasementTrade"  
[X Link](https://x.com/MikeZaccardi/status/2016143677857427627)  2026-01-27T13:38Z 68.9K followers, [----] engagements


"International stocks $VEU very close to the best level vs $SPY since November [----] Straight up since Thanksgiving. @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2016159109570048107)  2026-01-27T14:39Z 69.1K followers, [----] engagements


"$WMT partly an AI/tech company and with $COST a high-multiple higher-end (somewhat discretionary) consumer play $RSPS Equal Weight Staples is useful. like how $RSPD is useful with Discretionary due to $AMZN $TSLA $RSPS vs $SPY double bottom Nov-Jan. will it breakout"  
[X Link](https://x.com/MikeZaccardi/status/2016162477336047751)  2026-01-27T14:52Z 69K followers, [----] engagements


"International stocks have waited almost two decades for this. $VEU $VWO $VSS $ACWX $EFA $EEM @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2016253124835520919)  2026-01-27T20:52Z 69.1K followers, [----] engagements


"Finally Professor Z has come BACK to the @UofNorthFlorida Filling in for Dr. Lamb tonight. student-managed investment fund class. they propose buying $MNST $HCC $BAP"  
[X Link](https://x.com/MikeZaccardi/status/2016284837460545927)  2026-01-27T22:59Z 68.9K followers, [----] engagements


"Stocks: 1st wk of inflows (with all groups buying) in [--] wks BofA Broad-based buying: All major clients groups (institutional clients retail hedge funds) were net buyers of equities (led by single stocks). $XLF Financials saw the biggest outflows"  
[X Link](https://x.com/MikeZaccardi/status/2016483399825809585)  2026-01-28T12:08Z 68.7K followers, [----] engagements


"Bust out the mid-2000s playbook. Energy & Materials leading. but Financials are lagging. What's that mean $XLE $XLB $XLF I unpacked it today on @StockCharts https://articles.stockcharts.com/article/dollar-yo-yo-what-a-weak-usd-and-currency-wars-mean-for-investors/ https://articles.stockcharts.com/article/dollar-yo-yo-what-a-weak-usd-and-currency-wars-mean-for-investors/"  
[X Link](https://x.com/MikeZaccardi/status/2016629357586919569)  2026-01-28T21:48Z 68.9K followers, [----] engagements


"$GLD Implied volatility for gold has surged to the highest level since the pandemic. @augurinfinity https://augurdigest.com/p/augur-digest-169 https://augurdigest.com/p/augur-digest-169"  
[X Link](https://x.com/MikeZaccardi/status/2016644150603428299)  2026-01-28T22:46Z 68.9K followers, [----] engagements


"$KRE Regional Banks are starting to look a bit guilty. why Check out my latest thoughts on @stockcharts $XLF https://articles.stockcharts.com/article/dollar-yo-yo-what-a-weak-usd-and-currency-wars-mean-for-investors/ https://articles.stockcharts.com/article/dollar-yo-yo-what-a-weak-usd-and-currency-wars-mean-for-investors/"  
[X Link](https://x.com/MikeZaccardi/status/2016677424512045221)  2026-01-29T00:59Z 68.7K followers, [----] engagements


"GS: We have penciled in the next 25bp rate cut in June followed by a final cut in September"  
[X Link](https://x.com/MikeZaccardi/status/2016677823923011995)  2026-01-29T01:00Z 68.8K followers, [----] engagements


"South Korea market cap Germany market cap. Bloomberg via Harald Berlinicke $EWY $EWG"  
[X Link](https://x.com/MikeZaccardi/status/2016822259151708623)  2026-01-29T10:34Z 68.9K followers, [----] engagements


"$DBC commodity ETF. eyeing that [----] high. but still below it. much less volume this time around. @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2016829188699766810)  2026-01-29T11:02Z 68.9K followers, [----] engagements


"Chemicals maker $Dow to cut [----] jobs targets $2 billion core profit boost"  
[X Link](https://x.com/MikeZaccardi/status/2016845584959762477)  2026-01-29T12:07Z 68.9K followers, [----] engagements


"$GLD traditional 30-day implied volatility is the highest since [----]. near 40%"  
[X Link](https://x.com/MikeZaccardi/status/2016846140398788811)  2026-01-29T12:09Z 68.8K followers, [----] engagements


"$VEU indeed all-time high this morning now +39% YoY (and that includes the plunge into "Liberation Day") @stockcharts Dollar yo-yo and debasement are rhythmic notes to international equities' ears. https://articles.stockcharts.com/article/dollar-yo-yo-what-a-weak-usd-and-currency-wars-mean-for-investors/ https://articles.stockcharts.com/article/dollar-yo-yo-what-a-weak-usd-and-currency-wars-mean-for-investors/"  
[X Link](https://x.com/MikeZaccardi/status/2016875719511404941)  2026-01-29T14:06Z 69.1K followers, [----] engagements


"SPX flat but some notable sector moves. $XLE $XLC $XLI $XLB $XLF $XLK @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2016882568956666084)  2026-01-29T14:34Z 69.1K followers, [----] engagements


"$DBC commodity ETF highest since mid-2022. and $DBE energy commodity ETF perking up to kick off [----] catch-up or catch-down @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2016891333512724687)  2026-01-29T15:09Z 69K followers, [----] engagements


"$VIX [--] as $QQQ falls 2% $TLT HoD"  
[X Link](https://x.com/MikeZaccardi/status/2016899916895867173)  2026-01-29T15:43Z 68.9K followers, [----] engagements


"$SHW reinstates 401k match and retroactive @seekingalpha $INDU"  
[X Link](https://x.com/MikeZaccardi/status/2016963709118095471)  2026-01-29T19:56Z 68.8K followers, [----] engagements


"$GOOGL $XOM among today's all-time highs"  
[X Link](https://x.com/MikeZaccardi/status/2016968885279330635)  2026-01-29T20:17Z 68.8K followers, [----] engagements


"Southwest Airlines $LUV best day ever. and that goes back to [----]. +18.5%"  
[X Link](https://x.com/MikeZaccardi/status/2016980223569399845)  2026-01-29T21:02Z 68.9K followers, [----] engagements


"$IBIT bitcoin ETF fresh lows back to just after "Liberation Day" @stockcharts (closing prices). -20% intraday peak to current price"  
[X Link](https://x.com/MikeZaccardi/status/2016982408248135745)  2026-01-29T21:10Z 68.9K followers, [----] engagements


"Consumer spending read . Apple edges up after Q1 revenue jumps 16% on record iPhone sales $AAPL Also: Mastercard signals high end of low double-digit net revenue growth for [----] while advancing value-added services $MA"  
[X Link](https://x.com/MikeZaccardi/status/2017032251620417946)  2026-01-30T00:28Z 68.9K followers, [----] engagements


"$SPY little changed as Warsh seen as likely Fed chair pick. $TLT -0.4% $GLD +0.3% Or is this yet another trial balloon floated"  
[X Link](https://x.com/MikeZaccardi/status/2017036818860945683)  2026-01-30T00:47Z 68.9K followers, [----] engagements


"Dollar $DXY rallied on the Warsh Fed chair spec. $TLT dropped 0.5%"  
[X Link](https://x.com/MikeZaccardi/status/2017054274111303782)  2026-01-30T01:56Z 68.9K followers, [----] engagements


"BofA: Warsh: a prominent balance sheet hawkNow with a dovish view on rates -We think it is unlikely the majority of the FOMC would support reversing RMPs or cutting rates below 3%. -Less transparency less data dependence paring back of perceived institutional overreach"  
[X Link](https://x.com/MikeZaccardi/status/2017181832064716827)  2026-01-30T10:23Z 68.8K followers, [----] engagements


"BofA Bull & Bear Indicator: up to extreme bull [---] from [---] on strong global stock index breadth long-only bull positioning"  
[X Link](https://x.com/MikeZaccardi/status/2017183554266927554)  2026-01-30T10:30Z 69K followers, [----] engagements


"$GLD Great gold bulls only ended by great events"  
[X Link](https://x.com/MikeZaccardi/status/2017184729192165769)  2026-01-30T10:34Z 68.9K followers, [----] engagements


"Who is Kevin Warsh Bloomberg"  
[X Link](https://x.com/MikeZaccardi/status/2017192685321289782)  2026-01-30T11:06Z 68.8K followers, 23.1K engagements


"Implied volatility for gold continues to surge. @soberlook $GLD https://thedailyshot.com/subscribe/ https://thedailyshot.com/subscribe/"  
[X Link](https://x.com/MikeZaccardi/status/2017193521690579406)  2026-01-30T11:09Z 68.9K followers, [----] engagements


"$EWY +1% this morning. printed best GDP growth rate since [----] last night @finviz_com"  
[X Link](https://x.com/MikeZaccardi/status/2017215863498109349)  2026-01-30T12:38Z 68.7K followers, [----] engagements


"$DBC commodity ETF - best month since May [----] reflation. up all but [--] month since last May. @stockcharts Best monthly close since April [----] possible today"  
[X Link](https://x.com/MikeZaccardi/status/2017220602105413776)  2026-01-30T12:57Z 69K followers, [----] engagements


"$GLD -6.5%. would be its worst day since April 2013"  
[X Link](https://x.com/MikeZaccardi/status/2017230560205156512)  2026-01-30T13:36Z 68.7K followers, [----] engagements


"Best DJIA stock YTD $HON.it's also at a 52wk high @stockcharts $CAT No. [--] $CRM $UNH worst. -13% to -16% in 2026"  
[X Link](https://x.com/MikeZaccardi/status/2017245680767517168)  2026-01-30T14:37Z 68.9K followers, [----] engagements


"Worst S&P [---] sector ETF in January $XLF Financials with $XLV Health Care the only other in the red. Anecdata but seemed like those two were the two most loved coming into [----]. @koyfincharts"  
[X Link](https://x.com/MikeZaccardi/status/2017264292383392231)  2026-01-30T15:51Z 68.9K followers, [----] engagements


"Dow [--] stocks YoY: $CAT best +80% $UNH worst -45% @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2017276623473484080)  2026-01-30T16:40Z 68.8K followers, [----] engagements


"$GLD worst day in the gold ETF's history too -9.6%"  
[X Link](https://x.com/MikeZaccardi/status/2017293869616902289)  2026-01-30T17:48Z 68.7K followers, [----] engagements


"Current 52wk drawdowns: $GLD 9% $SLV -27% $IBIT 33% @Koyfincharts"  
[X Link](https://x.com/MikeZaccardi/status/2017324710069956946)  2026-01-30T19:51Z 68.7K followers, [----] engagements


"$IBIT green HoD"  
[X Link](https://x.com/MikeZaccardi/status/2017325974027714747)  2026-01-30T19:56Z 68.7K followers, [----] engagements


"$TLT closed at the low on Warsh's big day"  
[X Link](https://x.com/MikeZaccardi/status/2017342507256852981)  2026-01-30T21:01Z 68.9K followers, [----] engagements


"Energy up [--] straight days. @augurinfinity @soberlook $XLE https://augurdigest.com/p/augur-digest-171 https://augurdigest.com/p/augur-digest-171"  
[X Link](https://x.com/MikeZaccardi/status/2017353951268520070)  2026-01-30T21:47Z 68.8K followers, [----] engagements


"GS: S&P [---] year/year EPS growth is tracking at +11% 4ppt above the +7% rate that consensus expected at the start of earnings season"  
[X Link](https://x.com/MikeZaccardi/status/2017392448142495935)  2026-01-31T00:20Z 68.7K followers, [----] engagements


"CEO confidence is improving from low levels according to a survey by Deutsche Bank. @SoberLook https://thedailyshot.com/2026/01/29/the-fed-holds-steady-for-the-first-time-since-july/ https://thedailyshot.com/2026/01/29/the-fed-holds-steady-for-the-first-time-since-july/"  
[X Link](https://x.com/MikeZaccardi/status/2017661798439162036)  2026-01-31T18:10Z 68.9K followers, [----] engagements


"Safe to say bitcoin remains at the bottom of the YTD total return list GS"  
[X Link](https://x.com/MikeZaccardi/status/2017662000738812221)  2026-01-31T18:11Z 69K followers, [----] engagements


"Fixed income yield/duration matrix. $AGG holding near 4.4% @wisdomtreefunds"  
[X Link](https://x.com/MikeZaccardi/status/2017962266897891599)  2026-02-01T14:04Z 69.1K followers, [----] engagements


"10-year nominal and real yields steady for [--] years @wisdomtreefunds But that is merely a pause in a new trend higher"  
[X Link](https://x.com/MikeZaccardi/status/2017962479624581266)  2026-02-01T14:05Z 68.7K followers, [----] engagements


"Late-cycle Energy & Materials leading. Financials and Info Tech two of the bull-market leaders lagging. Sector rotation or something more nefarious @wisdomtreefunds"  
[X Link](https://x.com/MikeZaccardi/status/2017975689765343702)  2026-02-01T14:57Z 68.9K followers, [----] engagements


"US vs ex-US bounced on Friday. $VTI $VEU @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2017982258230001701)  2026-02-01T15:23Z 69.1K followers, [----] engagements


"US Truflation down to just 0.86%. must have a big weighting in bitcoin"  
[X Link](https://x.com/MikeZaccardi/status/2018010601826443666)  2026-02-01T17:16Z 69K followers, [----] engagements


"GS: Kevin Warsh on Interest Rate Policy Balance Sheet Policy and Financial Regulation"  
[X Link](https://x.com/MikeZaccardi/status/2018091649117680092)  2026-02-01T22:38Z 69.1K followers, 11.4K engagements


"Groundhog Day for bitcoin. $IBIT -7.3% $SPY $QQQ -0.6% $IWM $EEM -0.8% $TLT +0.3% @finviz_com"  
[X Link](https://x.com/MikeZaccardi/status/2018267747424096564)  2026-02-02T10:18Z 68.9K followers, [----] engagements


"Bof: Sellside Indicator. More bullish than bearish but no Sell signal yet"  
[X Link](https://x.com/MikeZaccardi/status/2018290774429860164)  2026-02-02T11:49Z 68.9K followers, [----] engagements


"BofA Quant Strategy: Bond allocations are at the lowest level since early [----] $AGG"  
[X Link](https://x.com/MikeZaccardi/status/2018290884953899277)  2026-02-02T11:50Z 69.1K followers, [----] engagements


"Citi Eco Surprise Index soars to the best level since late [----] @yardeni https://yardeni.com/charts/citigroup-economic-surprise/ https://yardeni.com/charts/citigroup-economic-surprise/"  
[X Link](https://x.com/MikeZaccardi/status/2018291656173236500)  2026-02-02T11:53Z 69K followers, [----] engagements


"Crypto slide intensifies as Bitcoin hits around $78000 LoD $74600 More tk from me on this over at @stockcharts today $BTCUSD $IBIT #bitcoin"  
[X Link](https://x.com/MikeZaccardi/status/2018294182863831072)  2026-02-02T12:03Z 68.9K followers, [----] engagements


"$4400 low on gold would make sense. the high from last October. @tradingview $GLD $GC_F #gold"  
[X Link](https://x.com/MikeZaccardi/status/2018296733722177749)  2026-02-02T12:13Z 68.9K followers, [----] engagements


"Silver futures with a $88 - $71 range this session. Bloomberg. $SLV $SI_F"  
[X Link](https://x.com/MikeZaccardi/status/2018299122164383964)  2026-02-02T12:23Z 68.7K followers, [----] engagements


"Premarket: $USO oil -5.4% $UNG nat gas -17% $GLD gold -1.1% $SLV silver +0.8% $IBIT bitcoin -6.8% $ETH ether -13.6%"  
[X Link](https://x.com/MikeZaccardi/status/2018301888110723414)  2026-02-02T12:34Z 68.9K followers, [----] engagements


"more tk from me on this over at @stockcharts in a bit. $IBIT $BTCUSD #bitcoin Bitcoins drawdown is approaching 40%; eclipses the historical average of about 36%. https://t.co/UpgEGDGi6T Bitcoins drawdown is approaching 40%; eclipses the historical average of about 36%. https://t.co/UpgEGDGi6T"  
[X Link](https://x.com/MikeZaccardi/status/2018329630776705062)  2026-02-02T14:24Z 68.9K followers, [----] engagements


"Global markets coming out of their hole leading into Groundhog Day $ACWI $VEU 85% of ACWI markets finished January at new monthly highs - thats the highest level (broadest participation) we have seen in at least [--] years. https://t.co/VAoHflOxjr 85% of ACWI markets finished January at new monthly highs - thats the highest level (broadest participation) we have seen in at least [--] years. https://t.co/VAoHflOxjr"  
[X Link](https://x.com/MikeZaccardi/status/2018333123138773044)  2026-02-02T14:38Z 69.1K followers, [----] engagements


"Just a handful of SPX new highs today $JNJ $FDX $TFC $VZ $KO @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2018333603743101066)  2026-02-02T14:40Z 69K followers, [----] engagements


"ISM Mfg New Orders PMI [----] highest since Feb [----] @teconomics . biggest m/m jump since June 2020"  
[X Link](https://x.com/MikeZaccardi/status/2018339545050173756)  2026-02-02T15:03Z 68.7K followers, [----] engagements


"$VEU $VTI $SPY US equities underperformed the rest of the world by the widest margin for a January since [----]. @soberlook https://thedailyshot.com/2026/02/02/gold-and-silver-suffered-historic-plunges/ https://thedailyshot.com/2026/02/02/gold-and-silver-suffered-historic-plunges/"  
[X Link](https://x.com/MikeZaccardi/status/2018399270143922555)  2026-02-02T19:01Z 69.1K followers, [----] engagements


"10 surprises for [----] according to UBS where consensus could be wrong @seekingalpha $SPY"  
[X Link](https://x.com/MikeZaccardi/status/2018402608482779493)  2026-02-02T19:14Z 68.9K followers, [----] engagements


"$DBC commodity ETF. worst day in three and a half years with pukage in energy and metals. -4.1%"  
[X Link](https://x.com/MikeZaccardi/status/2018404661175239020)  2026-02-02T19:22Z 69K followers, [----] engagements


"A 'buy America' kind of day in equities. $IWM leading $EFA $EEM lagging (but still green) @koyfincharts"  
[X Link](https://x.com/MikeZaccardi/status/2018404857988735454)  2026-02-02T19:23Z 68.9K followers, [----] engagements


"US Dollar Index best 2-day rally in [--] months $DXY $USD $UUP"  
[X Link](https://x.com/MikeZaccardi/status/2018485382774399122)  2026-02-03T00:43Z 68.9K followers, [----] engagements


"$GLD -4.00% today $GDX -0.01% $XLRE $VNQ rekt on that rate rise $EEM up despite $EWY and $FXI softness. $INDA finally doing something"  
[X Link](https://x.com/MikeZaccardi/status/2018486600695468050)  2026-02-03T00:48Z 69K followers, [----] engagements


"Alphabet's Waymo valued at $126B in latest funding round $GOOGL @seekingalpha"  
[X Link](https://x.com/MikeZaccardi/status/2018653445171904665)  2026-02-03T11:51Z 69K followers, [----] engagements


"BofA: Potential for gold above $6000/oz in the coming months $GLD"  
[X Link](https://x.com/MikeZaccardi/status/2018655431510409361)  2026-02-03T11:58Z 68.9K followers, [----] engagements


"BofA: We are bullish on US growth Our [----] average US GDP growth forecast of 2.8% is well above consensus"  
[X Link](https://x.com/MikeZaccardi/status/2018655701338308675)  2026-02-03T11:59Z 69K followers, [----] engagements


"Tax refunds: -Early filers are more likely to spend their refunds -Lower-income HHs are more likely to spend their refunds -No bias toward discretionary spending -Gas and groceries seemed to be the biggest beneficiaries of refund spending"  
[X Link](https://x.com/MikeZaccardi/status/2018656372007579656)  2026-02-03T12:02Z 68.7K followers, [----] engagements


"US Dollar Index $DXY $USD holding its gains after a monster 2-day rip @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2018675205191709022)  2026-02-03T13:17Z 68.9K followers, [----] engagements


"$CAT nipping at $HON's heels for top Dow stock YTD $VZ very nice +12% And just like [----] $CRM $UNG bring up the rear $MSFT -10% too @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2018688536896028987)  2026-02-03T14:10Z 68.9K followers, [----] engagements


"$GDX morphing into a low-beta play on $GLD"  
[X Link](https://x.com/MikeZaccardi/status/2018694381490851987)  2026-02-03T14:33Z 69K followers, [----] engagements


"Tech Financials lagging.again. $XLK $XLF @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2018694988436066479)  2026-02-03T14:36Z 68.9K followers, [----] engagements


"$WMT trillion-dollar valuation. Waltons rolling"  
[X Link](https://x.com/MikeZaccardi/status/2018697164138930444)  2026-02-03T14:44Z 68.9K followers, [----] engagements


"Jim Walton now wealthier than Warren Buffett"  
[X Link](https://x.com/MikeZaccardi/status/2018697283588563024)  2026-02-03T14:45Z 69K followers, [----] engagements


"52wk drawdowns. $MSFT 26% $AVGO 25% $CRM 44% $NVDA 16% $META 14% $QCOM 30% $ORCL 56% $CRWD 27% $BX 31% $KKR 38% $NFLX 40%"  
[X Link](https://x.com/MikeZaccardi/status/2018768980371030473)  2026-02-03T19:30Z 69K followers, 65.4K engagements


"$SMH and $IGV. the former catching down $NVDA $AVGO $AMD $MU"  
[X Link](https://x.com/MikeZaccardi/status/2018781185552343476)  2026-02-03T20:18Z 69K followers, [----] engagements


"Ugh no free taxes this year @fidelity @turbotax @Intuit lame"  
[X Link](https://x.com/MikeZaccardi/status/2018787167300919425)  2026-02-03T20:42Z 69K followers, [----] engagements


"$XLE vs $XLK best day in [--] years @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2018789862346764780)  2026-02-03T20:53Z 68.7K followers, [----] engagements


"$USO oil absolutely ripping into the 4pm NYSE close @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2018789985533546747)  2026-02-03T20:53Z 68.9K followers, [----] engagements


"$EEM $EFA $IWM all positive $QQQ -1.5%"  
[X Link](https://x.com/MikeZaccardi/status/2018790328581394842)  2026-02-03T20:54Z 69K followers, [----] engagements


"$NVDA down more than bitcoin $IBIT today"  
[X Link](https://x.com/MikeZaccardi/status/2018791442915660236)  2026-02-03T20:59Z 68.7K followers, [----] engagements


"What has rallied the most in the last [--] hours (2-4pm ET) $IWM +1.2% $SMH +1.3% $XLE +1% $XME +1.8% $IBIT +4.2%"  
[X Link](https://x.com/MikeZaccardi/status/2018791629188997446)  2026-02-03T21:00Z 68.9K followers, [----] engagements


"$DBC commodities ETF best day since last June"  
[X Link](https://x.com/MikeZaccardi/status/2018791680682446980)  2026-02-03T21:00Z 69.1K followers, [----] engagements


"BofA Client Flow Trends: Record Staples buying"  
[X Link](https://x.com/MikeZaccardi/status/2018843801452794293)  2026-02-04T00:27Z 68.9K followers, [----] engagements


"Another big rebound day for gold and silver $AMD $MDLZ lower $SPY flat"  
[X Link](https://x.com/MikeZaccardi/status/2018991759208874444)  2026-02-04T10:15Z 69.1K followers, [----] engagements


"$LLY wants to crack $1 trillion today too. +9% premarket to a $990 billion market cap"  
[X Link](https://x.com/MikeZaccardi/status/2019035342087553420)  2026-02-04T13:08Z 68.7K followers, [----] engagements


"$SLV has retraced 38.2% of the crash @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2019050782830575752)  2026-02-04T14:09Z 68.7K followers, [----] engagements


"Looks like another big day for ex-US stocks. $VEU $EFA $EEM"  
[X Link](https://x.com/MikeZaccardi/status/2019051824020324407)  2026-02-04T14:14Z 69.1K followers, [----] engagements


"$XLB vs $XLK. Materials vs Tech. best 2-day rally in [--] years. early-2000s vibes indeed @stockcharts Own things where if you drop them on your foot it hurts"  
[X Link](https://x.com/MikeZaccardi/status/2019069115550318850)  2026-02-04T15:22Z 69K followers, [----] engagements


"US and international stocks now have the same return going back to November [----] $VEU $VTI @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2019070379260600476)  2026-02-04T15:27Z 69.1K followers, [----] engagements


"4 sectors stand out YTD: $XLE $XLB $XLP $XLI The other [--] S&P [---] ETFs are essentially UNCH so far in [----] @koyfincharts"  
[X Link](https://x.com/MikeZaccardi/status/2019070690989617168)  2026-02-04T15:28Z 68.9K followers, [----] engagements


"$TNX 10-year yield checked back to support. now back on the rise @stockcharts More from me on rates: https://articles.stockcharts.com/article/what-soaring-precious-metals-say-about-inflation-and-what-they-dont/ https://articles.stockcharts.com/article/what-soaring-precious-metals-say-about-inflation-and-what-they-dont/"  
[X Link](https://x.com/MikeZaccardi/status/2019072588182438290)  2026-02-04T15:36Z 68.8K followers, [----] engagements


"$IGV rips to the HoD as momentum $MTUM stocks tank"  
[X Link](https://x.com/MikeZaccardi/status/2019073866606260662)  2026-02-04T15:41Z 69.1K followers, [----] engagements


"Russell [----] $IWM underperforming S&P SmallCap [---] $IJR by 1.5pp today. nearly the most since October [----] Flight to quality @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2019074549438918790)  2026-02-04T15:44Z 68.9K followers, [----] engagements


"Dow Transports God-like move last [--] days (working on a perfect week.) Record high. And keep your eye on the upcoming $FDX FedEx Investor Day: @stockcharts @wallsthorizon @christinelshort https://www.wallstreethorizon.com/blog/Investor-Days-to-Watch-Q1-2026 https://www.wallstreethorizon.com/blog/Investor-Days-to-Watch-Q1-2026"  
[X Link](https://x.com/MikeZaccardi/status/2019075943021633701)  2026-02-04T15:49Z 68.9K followers, [----] engagements


"$AMD -15% worst day since Oct [----] @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2019079257914220962)  2026-02-04T16:03Z 69K followers, [----] engagements


"Fresh 27-month for international stocks vs US $VEU $VTI @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2019093939425271893)  2026-02-04T17:01Z 69.1K followers, [----] engagements


"Only [--] out of [--] country ETFs are down on the year. Great time to be a diversified investor. More portfolio management takes from me on @stockcharts https://articles.stockcharts.com/article/dollar-yo-yo-what-a-weak-usd-and-currency-wars-mean-for-investors/ https://articles.stockcharts.com/article/dollar-yo-yo-what-a-weak-usd-and-currency-wars-mean-for-investors/"  
[X Link](https://x.com/MikeZaccardi/status/2019116509050659300)  2026-02-04T18:31Z 68.7K followers, [----] engagements


"Momentum $MTUM 2nd-worst day vs $SPY in its 13-year history @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2019136341921960244)  2026-02-04T19:49Z 69.1K followers, [----] engagements


"Citadel Rubner: Retail Risk-On/Risk-off Indicator 95th percentile today"  
[X Link](https://x.com/MikeZaccardi/status/2019137257488216151)  2026-02-04T19:53Z 69K followers, 39.3K engagements


"$NVDA -9% amid this 4-day slide. almost the worst giveback since last April @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2019149899137274324)  2026-02-04T20:43Z 68.7K followers, [----] engagements


"$IJR quality small caps beating $IWM the low-quality small caps by 1.8ppt today. best day since October [----] @stockcharts And a fresh relative high back to mid-September for the SmallCap [---] Index ETF"  
[X Link](https://x.com/MikeZaccardi/status/2019150921750511664)  2026-02-04T20:47Z 68.9K followers, [----] engagements


"$VIX scaled [--] earlier. now under 19"  
[X Link](https://x.com/MikeZaccardi/status/2019151400911974844)  2026-02-04T20:49Z 69K followers, [----] engagements


"Nasdaq [---] implied volatility $VXN highest since November @tradingview 26%"  
[X Link](https://x.com/MikeZaccardi/status/2019152486888554959)  2026-02-04T20:54Z 69K followers, [----] engagements


"$IJR quality small caps vs $IWC microcaps. best day ever (21 years) Dumping tiny trash scooping up the good stuff"  
[X Link](https://x.com/MikeZaccardi/status/2019153031187578940)  2026-02-04T20:56Z 68.9K followers, [----] engagements


"$GOOGL loses $NVDA $AVGO win $QCOM -7% $ARM -11%"  
[X Link](https://x.com/MikeZaccardi/status/2019155048379318411)  2026-02-04T21:04Z 68.8K followers, [----] engagements


"big numbers $COST $COST Costco Jan. Total Comparable Sales Beat Estimates (Bloomberg) JANUARY RESULTS 🔹Total comparable sales +7.1% estimate +5.9% (Consensus Metrix average of [--] estimates) 🔹US comparable sales ex-gas FX +6.8% estimate +5% 🔹Total company comparable sales excluding fuel $COST Costco Jan. Total Comparable Sales Beat Estimates (Bloomberg) JANUARY RESULTS 🔹Total comparable sales +7.1% estimate +5.9% (Consensus Metrix average of [--] estimates) 🔹US comparable sales ex-gas FX +6.8% estimate +5% 🔹Total company comparable sales excluding fuel"  
[X Link](https://x.com/MikeZaccardi/status/2019159064865837163)  2026-02-04T21:20Z 69K followers, [----] engagements


"Value vs Growth highest since last April. best 4-day rally since Q2 [----] $VTV $VUG @stockcharts"  
[X Link](https://x.com/MikeZaccardi/status/2019163129725292945)  2026-02-04T21:36Z 69K followers, [----] engagements


"The dollar indexs five-day return is the highest since October [----]. @augurinfinity @soberlook https://augurdigest.com/p/augur-digest-174 https://augurdigest.com/p/augur-digest-174"  
[X Link](https://x.com/MikeZaccardi/status/2019186708609155517)  2026-02-04T23:10Z 69K followers, [----] engagements


"Crypto drawdowns: Bitcoin 42% Ether 56% Solana 65% Doge 85% Cardano 90% Not shown: Melaniacoin and Fartcoin @koyfincharts"  
[X Link](https://x.com/MikeZaccardi/status/2019201810729238649)  2026-02-05T00:10Z 68.7K followers, [----] engagements


"$COST Costco outpaces broad retail sales in January as its digital business shines"  
[X Link](https://x.com/MikeZaccardi/status/2019204557931180293)  2026-02-05T00:20Z 69K followers, [----] engagements

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