southpaw

nycsouthpaw.bsky.social

19 October 2026 05:26

I’m sorry but it’s an ignorant question.

Carl Quintanilla

carlquintanilla.bsky.social

19 October 2026 05:24

BTIG, on semis: “.. where there's smoke there's often fire. Short-term moves aside, .. this is a bigger topping structure, and should we get a counter-trend rally, that’s likely an opportunity to reduce exposure ahead of what could be a longer drawn out decline into ’27.” $SOXX

Mike Zaccardi, CFA, CMT

mikezaccardi.bsky.social

17 October 2026 13:40

What could cap US nominal GDP growth next year? Well, several factors... AI capex growth among them

NY Times Pitchbot

nytpitchbot.bsky.social

17 October 2026 12:58

Beating up a woman at a Trump rally is ghastly. But she didn't exactly inspire civility when she arrived in a shirt reminding the crowd of their icon's ties to child sex trafficking. by David Brooks

Mike Zaccardi, CFA, CMT

mikezaccardi.bsky.social

17 October 2026 12:58

GS: After months of intensifying pressure from interest rates, concerns about the rising cost of capital have caused the equity market to downgrade its growth expectations.