What were you doing Friday night at 9pm? A drinking game macro panel with ⁦@biancoresearch⁩ and ⁦@CameronDawson⁩

Lots of talk on markets, the dollar, deep seek and @CameronDawson 🚀@pboockvar with flying fish

My crew taking care of behind the markets this week -we’re out catching some bass too big to keep though

Great to be back in Maine and what perfect day 1 at Camp @DavidKotokGIC

This is one of my favorite charts. IYKYK why - but trying to avoid some big fights out there so will just tweet it and have DYOR for what it means for international allocations.

My formative investment years in the mid-2000s featured a high SPX weighting in cyclical value (Financials, Energy). Today, the complexion is much different (secular growth: Tech, Comm Services). @WisdomTreeFunds

New @WisdomTreeFunds deck from @JeremyDSchwartz 10yr TIPS yield coiling (some of my handywork on this one)

This is some chart. @EricBalchunas and I were discussing this one last night - can small caps ever again get a bid? It is complicated of course but like the set up for 2026 and maybe sooner...

Some new summer reading just arrived! Congrats @dollarsanddata —love this bookmark!

GM all... I’ll be live on The Morning Show on @stockmkttv with @JC_ParetsX and @sstrazza TODAY at 9:00 am ET Catch us here: