Large speculators/hedge funds extended their short bets on S&P 500 futures last week, maintaining largest net short position since 2011 
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measuring premium and discount
🗒 [expansion market] 
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Lovely and informative notes you have 👍🏼 #[0]
Great traders understand diff between looking for a trade and seeing the trade. Remain patient, they always come. When they do it's obvious.
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Anyone, please send me an invite to Bluesky. Much appreciated.
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I recommend utilizing a trading platform that employs automated software to swiftly open and close cryptocurrency positions within extremely short periods
Thanks for the response .
Turns out I need an invite
How do I register on Bluesky ?
Our latest report, with a more nuanced look at the growth vs. value debate:
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Our latest report, with a more nuanced look at the growth vs. value debate:
As usual on Monday’s, joining #SchwabLiveDaily for #LizAnnLive from 3:30-4:00pm ET to discuss the large cap bias recently and explain what the standard growth vs. value debate is lacking.
GDPNow model from @AtlantaFed has 2Q23 growth at +1.8% (q/q ann.) … only sector expected to subtract from growth is housing … consumption expected to add most (+0.87%), with government spending right behind (+0.42%) 
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April ISM Manufacturing up to 47.1 vs. 46.8 est. & 46.3 prior; new orders up to 45.7 vs. 44.3 prior; prices paid up to 53.2 vs. 49.2 prior; production up to 48.9 vs. 47.8 prior … employment popped back into expansion for first time since January 
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This week’s data dump
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So far in earnings season, 1d returns have varied across sectors...for results missing estimates, Tech (brown) w/ best return in excess of S&P 500, while Materials (pink) w/ worst return
@DataArbor @Bloomberg
[Past performance is no guarantee of future results]
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Continued step down in wage and salary growth, but it’s a slow process … 6-month annualized change eased in March to +5.6%, which is down considerably from peak but just slightly above long-term average
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In year/year terms, Employment Cost Index eased a touch in 1Q23 to +4.8%, which is still hot relative to (a limited) history
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Survey from @LendingClub shows that 65.5% of Gen Z were living paycheck-to-paycheck as of March, up from 58.3% a year earlier … share is greater for Millennials (73.2%), but increase from prior year (+0.3%) wasn’t as dramatic
@Bloomberg 
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