2026 could be crappy for the stock market, and that would be normal 📉 www.tker.co/p/stock-mark...
14.01.2026 19:38
👍 25
🔁 4
💬 0
📌 2
2026 could be crappy for the stock market, and that would be normal 📉 www.tker.co/p/stock-mark...
On March 9, 2009, the S&P 500 set a closing low of 676.53.
Today, it's trading at 6,765.3
Here at the Fed, we are rationally exuberant to celebrate your 100th birthday with you. Happy birthday, Alan Greenspan!
youtu.be/lp1sJDa5MsI
Student housing supply is set to materially tighten - Oxford Economics
Gas prices jumped 27 cents a gallon last week - AAA
"The U.S. is leading 2026 global growth estimate revisions" - Truist
"Higher oil prices boost consumer energy prices: our inflation rules of thumb suggest that a sustained 10% increase in oil prices boosts core CPI by 4bp and headline CPI by 28bp." - Goldman Sachs
"Hospitality and tourism firms, among others, said that legal, foreign-born workers were choosing not to work due to safety concerns, which were impacting operations as well as overall customer demand." - Minneapolis Fed
"A grocery store chain experienced a boost in alcohol sales—temporarily bucking a longer-run downward trend—which it attributed to winter storms and the New England Patriots’ football playoff games." - Boston Fed
Two-day change at record lows while one-year change close to record highs - JPM on KOSPI
I’ll be there!
Berkshire's new CEO makes explicitly clear what this business is really about 🎯 www.tker.co/p/berkshire-...
“.. digital signals indicate that oil-tanker traffic through the waterway may have all-but halted ..
@bloomberg.com
www.bloomberg.com/news/article...
Maersk, a large shipping company, said on Sunday that it was going to stop sending some of its vessels through the Red Sea, a sign that the conflict between Iran and the U.S. and Israel is reverberating through global supply chains.
"...we’ll continue to live by the economics of OnlyFans, where 1 per cent of creators take 99 per cent of the money. A few accounts might eke out a living by appealing to some niche, while the unpopular majority tries to attract attention with increasingly extreme acts of shamelessness."
Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say reut.rs/3NaLGX1
I wrote a bit about this in Oct bsky.app/profile/tker...
Average tenure of companies in the S&P 500 index keeps declining - Apollo's Slok www.apolloacademy.com/average-tenu...
“We concentrate on quality, not frequency. If a significant issue arises, you will hear from me, but it will not be through quarterly commentary, given our long-term horizon.” - Greg Abel
Correct
“Many times in Berkshire’s history, some observers have suggested that our substantial cash position signals a retreat from investing. It does not…” - Greg Abel
The first two words of Greg Abel’s first annual letter to Berkshire Hathaway shareholders:
“Warren Buffett…”
The only thing I’m certain of re AI companies is they will raise prices, which will be based on your switching costs, which can be estimated based on all the data users are volunteering to them for free.
How consumers plan to use their 2026 tax refunds - BofA
What happened after 1965 when 10 dominant stocks fell behind ☎️🚗🛢️ www.tker.co/p/stock-mark...
On the market for tariff refunds. Super timely
You think it’s painful to read this chart, imagine how painful it was to make this chart.
Lessons from TKer's 9 most popular posts 💯 www.tker.co/p/tker-most-...
