Some Northeast snow next Thursday? #WintersLastGasp
08.03.2026 00:47
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Some Northeast snow next Thursday? #WintersLastGasp
Thank you!
WTI crude oil best start to a year in at least the last 36 @stockcharts
+59%
With USA gas prices, there are two Americas GasBuddy GasBuddyguy
USA average gas price (AAA) expected to max out at $4.20 this month @kalshi
$3.41 as of this morning. $3.44 in GasBuddy right now.
kalshi.com/markets/k...
Last 10 months:
Berkshire Hathaway -3%
Stock market +22%
Jan 2027 RBOB gasoline futures $2.05.. 70 cents below the prompt $RB $UGA
implies $3.00 pump prices by late this year.
WTI crude oil: Best start to a year on record (back to 1984) Augur Infinity
infinity.augurlabs.c...
Pat was my mentor/boss during my energy trading internship days, then he called me back to work full-time a few years later.
Incredible man, incredible endeavor, incredible mission.
Let's help my friend Pat McGarry get across the financial finish line!
His journey begins tomorrow: cycling 3,000 miles from San Diego to St. Augustine to honor his sister, Katie, and everyone lost on 9/11.
Every dollar supports "a ride to remember."
aridetoremember2026.com
Best YTD? Crude oil, Energy, Gold... Real Estate too
Worst? Bitcoin, Financials, $IWF $XLK TMT $QQQ
S&P 500 now just 21x earnings... SPX EW $RSP P/E 17x GS
Nasdaq 100 P/E down to 25x.. same as the Industrials sector GS
Single-stock volatility has been rising for more than 2 years now
YTD:
WTI crude oil +59%
Brent crude oil +53% (surprised WTI has done better)
Gold +19%
International stocks $VEU +4%
US stocks $SPY -1% @stockcharts
Breadth back off last week
10-month high in the expected YE 2026 Fed Funds rate... 3.3%
Cyclicals vs Defensives points to slowes US real GDP growth
Even I'll say that Truflation is a clown show right now... even when using real-time shelter data, US inflation is NOT 0.87%
S&P 500 YTD low on the weekly close
GS equity sentiment still near the flat line.. can't take much signal from that
The Chinese energy behemoth: Everything, Everywhere, All at Once…including Environmental Damage JPMAM
Jan 2027 WTI crude oil futures ... below $70...for now
$3.049 still available by me here in Jax
S&P 500 sector valuations...
Industrials a nosebleed 26x P/E
Staples same as Info Tech
Projections of a US power supply-demand gap... alligator jaws... JPMAM
BofA Advisor Survey: Equity allocation now at the highest since 2021
best answer
Down, down, down... Russell 2000 CY EPS growth estimate now below 50%.. it was > 60% coming into the year $RTY $IWM GS
Advisors see geopolitics and government debt as the biggest risks to equities, vs. inflation and geopolitics last year BofA