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On today’s show, we discuss:
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Tweets/Bluesky:
Looking at the forest, I still sense an overriding sentiment of “this can’t continue” – no “euphoria” anywhere.
Interestingly, when the S&P 500 records a 4-month winning streak that closes at a new all-time high monthly close, it’s continued 9 & 10 months later 18 times in a… pic.twitter.com/j9fQ0xLHoe
— Steve Deppe, CMT (@SJD10304) September 9, 2025
Oracle $ORCL has moved up to the 10th largest stock in the S&P with a market cap of nearly $950 billion.
But of the 25 largest stocks, 14 are in the red today. pic.twitter.com/6XMOd3zITO
— Bespoke (@bespokeinvest) September 10, 2025
FRED is starting to pull in the new Census data released today. Here’s median family income, now at an all-time inflation-adjusted high of $105,800 in 2024 pic.twitter.com/tUG4MuMfNG
— Jeremy Horpedahl 🥚📉 (@jmhorp) September 9, 2025
Over 1/3 of American families now have over $150,000 of income, the first time in history (yes, it’s adjusted for inflation) pic.twitter.com/MKYTxDQ3GS
— Jeremy Horpedahl 🥚📉 (@jmhorp) September 9, 2025
Prepping some slides for a talk in Chicago tomorrow.
This is so stark. pic.twitter.com/v7fxwYAmR0
— Mike Simonsen 🐉 (@mikesimonsen) September 14, 2025
From Sam Harris
HT @honest_math https://t.co/RMgoMlutSO pic.twitter.com/1sZ8Yerkzf
— Jake (@EconomPic) September 14, 2025
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