November 2, 2026 at 1:29 PM
"SPX is up +10.7% YTD at the end of October 2026.
There have been 28 prior years where SPX was up at least that much at this point.
Care to guess how many times SPX was negative for the rest of the year after that?
3 times.
Of 28 years.
None worse than -0.75%."
(via Odd Stats) #$SPX
There have been 28 prior years where SPX was up at least that much at this point.
Care to guess how many times SPX was negative for the rest of the year after that?
3 times.
Of 28 years.
None worse than -0.75%."
(via Odd Stats) #$SPX
November 1, 2026 at 5:54 PM
"SPX is up +10.7% YTD at the end of October 2026.
There have been 28 prior years where SPX was up at least that much at this point.
Care to guess how many times SPX was negative for the rest of the year after that?
3 times.
Of 28 years.
None worse than -0.75%."
(via Odd Stats) #$SPX
There have been 28 prior years where SPX was up at least that much at this point.
Care to guess how many times SPX was negative for the rest of the year after that?
3 times.
Of 28 years.
None worse than -0.75%."
(via Odd Stats) #$SPX
November 3, 2026 at 2:37 PM
saw a guy with an spx 8000 hat this morning
November 1, 2026 at 1:42 PM
saw a guy with an spx 8000 hat this morning
equal weight SPX and Nasdaq are both up 90 bps - one of the few days lately that's not "either or"
November 2, 2026 at 2:55 PM
equal weight SPX and Nasdaq are both up 90 bps - one of the few days lately that's not "either or"
October 30, 2026 at 1:36 PM
Bonus Miller Lite stat o' the day
39/211
including today there have been 39 trading days that the #$SPX was up with negative breadth this year
basically one per week
39/211
including today there have been 39 trading days that the #$SPX was up with negative breadth this year
basically one per week
November 3, 2026 at 6:16 PM
Bonus Miller Lite stat o' the day
39/211
including today there have been 39 trading days that the #$SPX was up with negative breadth this year
basically one per week
39/211
including today there have been 39 trading days that the #$SPX was up with negative breadth this year
basically one per week
64% of SPX companies have reported Q3 results... 85% EPS beat rate, 31.1% blended YoY EPS growth rate
@fundstrat @fundstratdirect fundstratdirect.com/...
@fundstrat @fundstratdirect fundstratdirect.com/...
November 3, 2026 at 2:04 PM
64% of SPX companies have reported Q3 results... 85% EPS beat rate, 31.1% blended YoY EPS growth rate
@fundstrat @fundstratdirect fundstratdirect.com/...
@fundstrat @fundstratdirect fundstratdirect.com/...
Remember when SPX futures were limit down the night of the election 10 years ago, only for the market to reverse and end up closing 1% positive in the cash market the next day?
Wow that sucked.
Wow that sucked.
US STOCK FUTURES SLIDE AS DEMOCRATS ARE PROJECTED TO SECURE HOUSE CONTROL, ACCORDING TO DECISION DESK HQ.
November 4, 2026 at 2:24 AM
Remember when SPX futures were limit down the night of the election 10 years ago, only for the market to reverse and end up closing 1% positive in the cash market the next day?
Wow that sucked.
Wow that sucked.
SPX was providing it a steep discount at one point. IDK if that has phased out by now.
November 2, 2026 at 3:14 PM
SPX was providing it a steep discount at one point. IDK if that has phased out by now.
If you had any doubt that the stock market was on Trump’s side, #$SPX futures is down over 1% because Trump is losing the elections.
The stock market, as of late, isn’t a friend of democracy.
The stock market, as of late, isn’t a friend of democracy.
November 4, 2026 at 2:28 AM
If you had any doubt that the stock market was on Trump’s side, #$SPX futures is down over 1% because Trump is losing the elections.
The stock market, as of late, isn’t a friend of democracy.
The stock market, as of late, isn’t a friend of democracy.
Reminder: 2026 earnings (The kind already priced in to the SPX) will grow 36% this year.
2027 earnings (only about half of which are priced in to the SPX at this point) will grow 16.4%.
2027 earnings (only about half of which are priced in to the SPX at this point) will grow 16.4%.
November 1, 2026 at 10:43 PM
Reminder: 2026 earnings (The kind already priced in to the SPX) will grow 36% this year.
2027 earnings (only about half of which are priced in to the SPX at this point) will grow 16.4%.
2027 earnings (only about half of which are priced in to the SPX at this point) will grow 16.4%.
‘The chart below shows the trailing total 12-month capex/revenue ratio for SPX constituents using point-in-time membership figures. We have blown through anything seen in the dot-com era and show no signs of slowing.’ blinks.bloomberg.com/news/stories...
October 30, 2026 at 6:13 PM
‘The chart below shows the trailing total 12-month capex/revenue ratio for SPX constituents using point-in-time membership figures. We have blown through anything seen in the dot-com era and show no signs of slowing.’ blinks.bloomberg.com/news/stories...