(((The Daily Shot)))✓

The semiconductor sector is trading at record-low forward P/E levels. Source: Goldman Sachs via @WallStJesus

RT @VrntPerception: Our leading indicators show that both global growth and inflation impulses are now firmly negative. The chop we have seen in our global growth diffusion has ended with a clear negative impulse. This suggests both growth and inflation surprises are biased negative over the next 6 months.

New-home inventory stands at 8.5 months of supply, but completed new homes represent just two months of supply, compared with 5.8 months in early 2009. Source: @EPBResearch

Unlike the dot-com bubble, when global technology stocks surged far ahead of earnings, the current rally has been supported by stronger earnings growth. Source: @steve_donze

Friday night has become just another weeknight in terms of socialization. Source: @jameslynch32

US government interest expenses are among the highest in the developed world relative to GDP. Source: @bcaresearch

Anthropic is estimated to generate more quarterly revenue than established corporate giants including Intel, Uber, Coca-Cola, and Netflix. Source: @BoringBiz_

France has the OECD’s second-highest ratio of public pension spending to GDP, behind only Italy. Source: @Reuters

RT @AugurInfinity: 🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 23, 2026). #economy

The profit margin expansion in the US has been broad-based. Source: @bcaresearch

RT @AugurInfinity: It is uncommon to lose money over a one-year horizon on 2-year Treasuries. h/t @FinancialTimes

According to Professor Takatoshi Ito’s Japanization indices, China has been more “Japanized” than Japan over the past few years.

A substantially larger share of outstanding mortgages now carries interest rates below prevailing market rates than in 2022. Source: @TheEconomist

Since late 2022, output per worker in the three most AI-intensive industries has grown 5% annually, more than double its historical pace and well above the 1.3% growth recorded across the rest of the private sector. Source: @EPBResearch

RT @AugurInfinity: 🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 16, 2026).

Among major developed economies, the US has the shortest average government debt maturity, at 5.9 years, and the highest share of short-term issuance in gross borrowing. Source: @FinancialTimes

RT @AugurInfinity: Our CTA positioning indicator for US Treasuries reached a record low ahead of the rally.

An estimated 1.5 million home sellers competed for just 929,000 buyers in September, the largest supply-demand imbalance in Redfin’s records dating back to 2013. Source: @WSJ

The S&P 500 bull market has reached its fourth anniversary, making it the eighth-longest since World War II. Source: @RyanDetrick

AI-related stocks make up 49% of the S&P 500’s market capitalization, exceeding the concentration reached during every historical bubble except the railroad boom. Source: @biancoresearch