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This is why you need to incorporate a little technical analysis in your framework. Sometimes the markets can “see” things that we cannot.
— Warren Pies (@WarrenPies) May 29, 2025
Market concentration is global phenomenon pic.twitter.com/rdUPpmQGHx
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) May 26, 2025
Maybe my biggest long term macro prediction.
First AI will come for services inflation.
Then the robots will come for goods inflation.
Then the govt will come with ZIRP.
10-20 years max. Maybe sooner given how fast AI is changing. https://t.co/yRLnsyUHfm
— Cullen Roche (@cullenroche) May 28, 2025
A record surge of investment in information processing equipment boosted U.S. GDP by a full percentage point in the first quarter. In other words, excluding the data center bonanza, the economy would have registered a 1.2% contraction (h/t @DoubleTGolle) pic.twitter.com/Eg99K2YfKD
— Matthew B (@boes_) May 29, 2025
🫡 https://t.co/kVKMFJNQDY pic.twitter.com/SQ6rmwRi2P
— Logan Mohtashami (@LoganMohtashami) June 1, 2025
NEW: It’s not just Delta. All three of the nation’s largest airlines are charging some solo passengers higher fares than groups of two or more – sometimes significantly higher.
— Kyle Potter (@kpottermn) May 29, 2025
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