Many of you know I am deeply involved in All Hands and Hearts, a disaster relief charity that is very close to my heart. We are helping the most vulnerable -women and children- in Gaza following the ceasefire. Can I ask you to retweet to get the word out about our efforts so we

Goldman: "Tariff effects have raised core PCE prices by 0.44% so far this year. Our forecast of additional tariffs ...implies a further 0.6% boost from tariffs through next year, leaving core PCE inflation at 3.0% year-over-year in December 2025"

The 2x leveraged Nvidia ETF, NVDU, drew $132 million of inflows last week, the largest weekly inflows on record

Yields on the riskiest corporate bonds have recorded a big jump in Oct

It's been a good year to #buythedip The S&P 500 has rebounded around 2.3% the week after a one-day drop of 2%. That's the biggest jump since 2019, and the second largest since **1983.**

"Since 1928 (as far back as my data goes), the S&P 500 – the index of America’s largest publicly traded stocks – has been in a bull market 76% of the time."

What retail investors bought on Friday, via JPM: -NVDA -META -HOOD (!)

Joining Brian Sullivan to chat about #buythedip

Is AI a bubble?

Who remembers those Fed balance sheet / S&P 500 charts? You don't see those so much any more

10-year yield at 3.947% this a.m.

Goldman: "We don’t think the AI investment boom is too big. At just under 1% of GDP, the level of spending remains well below the 2-5% peaks of past general purpose technology buildouts so far."

GOLDMAN: “.. the expected change in the unemployment rate over the next year has never been this bad outside recessionary periods since the University of Michigan started asking the question in 1978.” Via Carl Quintanilla

"No-fare bus service would save the average New Yorker $2,000 a year—and cost the city under $800 million annually, Mamdani says" wsj.com/politics/elect…

fascinating how early advances in our understanding of probability were driven by gamblers