We will see what the actual #retail #sales data says, but early indications of #spending over the Thanksgiving holidays seems to be very strong.

Since the launch of #ChatGPT your best investment to protect the purchasing power of your #savings has been.....the #Magnifcent7 by a mile.

"Retail has almost exclusively bought the dip in the second half of the year and the pace of buying has remained largely inline with YTD averages but, yes, below the highs of this year." - The Market Ear

12-2-25 LIVE Q&A: Ask Us Anything About Markets & Money x.com/i/broadcasts/1…

12-1-25 A Perfect Year-End Rally Setup But With One Big Warning Markets $SPX $NDX followed classic seasonality with a November dip that set up a potential year-end rally. But after six straight monthly gains, the odds of a pullback are rising. In this short video, I explain why

12-2-25 Don’t Buy The “Death of the Dollar” Story $DXY The #USDollar isn’t dying and its global dominance isn’t under threat. In this short video, I explain why the fear-driven “death of the dollar” narrative ignores economic reality and relies on misleading charts rather than

Daily Market Trading Update: December 3, 2025 open.substack.com/pub/lancerober…

G10 excess #liquidity points to only modest S&P 500 gains in the first half of 2026, rather than a surge. h.t ISABELNET

US company #earnings are still well above trend, mirroring the #economy, which is running above potential. However, that strength is beginning to weaken even though #estimates for 2026 remain very optimistic.

#Gemini’s user base has been climbing since the August release of an image generator, Nano Banana, and #Google said monthly active users grew from 450 million in July to 650 million in October. OpenAI is also facing pressure from Anthropic, which is becoming popular among

"We estimate #CTAs sold $42.5bn of global #equities last week bringing current estimates to long $110bn. The largest decrease came from the #SPX where we estimate CTAs sold $13bn. Looking forward to this week, baseline flow forecasts suggest the systematic trend community will

The #BullBear case according to Bobby Molavi: Bull case: - A new transformational #technology cycle, - $600bn of Mag7 capex, - Trump’s #market-friendly tone (income tax cuts + $2,000 checks), - The end of #QT, - Sustained #deficit spending, - $1.2tn in 2026 buyback

It wasn't that long ago that the #bears were claiming that the #US was dead. h/t The Market Ear

12-3-25 Trump Accounts Explained: Who Qualifies for the Dell Deal? x.com/i/broadcasts/1…