Daily Chartbook
@dailychartbook.bsky.social
I look at hundreds of charts every day.
After the closing bell, I curate the best ones and send them to investors.
Subscribe to be one of them (it's free):
https://dailychartbook.com
(better on Twitter)
After the closing bell, I curate the best ones and send them to investors.
Subscribe to be one of them (it's free):
https://dailychartbook.com
(better on Twitter)
Pinned
Daily Chartbook
The day's best charts and insights, curated
www.dailychartbook.com
We look at hundreds of charts a day.
After the bell, we curate the best ones and send them to investors.
No long-winded paragraphs. No filler. Just the charts and insights that matter.
Subscribe:
www.dailychartbook.com
After the bell, we curate the best ones and send them to investors.
No long-winded paragraphs. No filler. Just the charts and insights that matter.
Subscribe:
www.dailychartbook.com
DC Lite #489
"Can markets function without Nvidia leading? November says yes."
www.dailychartbook.com
December 2, 2025 at 1:16 AM
Reposted by Daily Chartbook
The Santa Setup: What December Intermarket Price Action Might Look Like $SPY $VIX $QQQ $NVDA $GOOGL
My Monday macro technical take on @stockcharts
articles.stockcharts... @dailychartbook @Pdunuwila
My Monday macro technical take on @stockcharts
articles.stockcharts... @dailychartbook @Pdunuwila
December 1, 2025 at 7:58 PM
The Santa Setup: What December Intermarket Price Action Might Look Like $SPY $VIX $QQQ $NVDA $GOOGL
My Monday macro technical take on @stockcharts
articles.stockcharts... @dailychartbook @Pdunuwila
My Monday macro technical take on @stockcharts
articles.stockcharts... @dailychartbook @Pdunuwila
"The black dots show where each sector’s forward P/E stood at the S&P 500’s 10/29 short-term peak. The grey dots show where they stood at the 11/20 short-term trough. Valuation compression in 8 of 10 sectors shown, but most notably in Tech."
@mattcerminaro.bsky.social
@mattcerminaro.bsky.social
November 26, 2025 at 8:51 PM
"The black dots show where each sector’s forward P/E stood at the S&P 500’s 10/29 short-term peak. The grey dots show where they stood at the 11/20 short-term trough. Valuation compression in 8 of 10 sectors shown, but most notably in Tech."
@mattcerminaro.bsky.social
@mattcerminaro.bsky.social
"More US families are renting homes because it’s much cheaper. Pretium estimates that to restore cost parity between owning and renting, mortgage rates would need to drop ... from 6.2% to 3.7%, holding other variables constant."
@lisaabramowiczx.bsky.social
@lisaabramowiczx.bsky.social
November 26, 2025 at 8:51 PM
"More US families are renting homes because it’s much cheaper. Pretium estimates that to restore cost parity between owning and renting, mortgage rates would need to drop ... from 6.2% to 3.7%, holding other variables constant."
@lisaabramowiczx.bsky.social
@lisaabramowiczx.bsky.social
"With the CPI and PPI now in hand for September, core PCE inflation is tracking at around +0.22%, very close to where core CPI printed for that month. Any lower than this, and the 12-month rate would tick down to 2.8% from 2.9% in August."
@nicktimiraos.bsky.social
@nicktimiraos.bsky.social
November 26, 2025 at 8:51 PM
"With the CPI and PPI now in hand for September, core PCE inflation is tracking at around +0.22%, very close to where core CPI printed for that month. Any lower than this, and the 12-month rate would tick down to 2.8% from 2.9% in August."
@nicktimiraos.bsky.social
@nicktimiraos.bsky.social
"Foreign private purchases of US equities totaled a record $646.8 billion over the past 12 months. Over the past 12 months, foreign private purchases of US equities outpaced those of US Treasury notes and bonds."
@yardeniresearch.bsky.social
@yardeniresearch.bsky.social
November 26, 2025 at 8:51 PM
"Foreign private purchases of US equities totaled a record $646.8 billion over the past 12 months. Over the past 12 months, foreign private purchases of US equities outpaced those of US Treasury notes and bonds."
@yardeniresearch.bsky.social
@yardeniresearch.bsky.social
Reposted by Daily Chartbook
The Gold Gobble: A Cornucopia of Bullish Year-End Catalysts on the Table
My pre-Thanksgiving Technical Take on @stockcharts on this penultimate trading day of November! $GLD $GDX
articles.stockcharts... @dailychartbook @Pdunuwila @abnormalreturns
My pre-Thanksgiving Technical Take on @stockcharts on this penultimate trading day of November! $GLD $GDX
articles.stockcharts... @dailychartbook @Pdunuwila @abnormalreturns
November 26, 2025 at 8:04 PM
The Gold Gobble: A Cornucopia of Bullish Year-End Catalysts on the Table
My pre-Thanksgiving Technical Take on @stockcharts on this penultimate trading day of November! $GLD $GDX
articles.stockcharts... @dailychartbook @Pdunuwila @abnormalreturns
My pre-Thanksgiving Technical Take on @stockcharts on this penultimate trading day of November! $GLD $GDX
articles.stockcharts... @dailychartbook @Pdunuwila @abnormalreturns
Reposted by Daily Chartbook
Will the Dow Transports Give Traders Something to Be Thankful For? $UBER $FDX under the microscope.
My Monday @stockcharts Technical Take!
articles.stockcharts... @dailychartbook @Pdunuwila
My Monday @stockcharts Technical Take!
articles.stockcharts... @dailychartbook @Pdunuwila
November 24, 2025 at 6:09 PM
Will the Dow Transports Give Traders Something to Be Thankful For? $UBER $FDX under the microscope.
My Monday @stockcharts Technical Take!
articles.stockcharts... @dailychartbook @Pdunuwila
My Monday @stockcharts Technical Take!
articles.stockcharts... @dailychartbook @Pdunuwila
DC Lite #486
"Gold bottom for this correction is in or close"
www.dailychartbook.com
November 25, 2025 at 12:59 PM
Reposted by Daily Chartbook
Consumer Watch: A Costco $COST Breakdown Could Be the Market’s Biggest Warning Yet
My admittedly alarmist @stockcharts Wednesday Technical Take!
articles.stockcharts... @dailychartbook @Pdunuwila
My admittedly alarmist @stockcharts Wednesday Technical Take!
articles.stockcharts... @dailychartbook @Pdunuwila
November 19, 2025 at 8:30 PM
Consumer Watch: A Costco $COST Breakdown Could Be the Market’s Biggest Warning Yet
My admittedly alarmist @stockcharts Wednesday Technical Take!
articles.stockcharts... @dailychartbook @Pdunuwila
My admittedly alarmist @stockcharts Wednesday Technical Take!
articles.stockcharts... @dailychartbook @Pdunuwila
We look at hundreds of charts a day.
After the bell, we curate the best ones and send them to investors.
No long-winded paragraphs. No filler. Just the charts and insights that matter.
Subscribe:
www.dailychartbook.com
After the bell, we curate the best ones and send them to investors.
No long-winded paragraphs. No filler. Just the charts and insights that matter.
Subscribe:
www.dailychartbook.com
Daily Chartbook
The day's best charts and insights, curated
www.dailychartbook.com
November 19, 2025 at 5:24 PM
We look at hundreds of charts a day.
After the bell, we curate the best ones and send them to investors.
No long-winded paragraphs. No filler. Just the charts and insights that matter.
Subscribe:
www.dailychartbook.com
After the bell, we curate the best ones and send them to investors.
No long-winded paragraphs. No filler. Just the charts and insights that matter.
Subscribe:
www.dailychartbook.com
Reposted by Daily Chartbook
‘Retail net buys are almost at the lowest YTD.’ www.dailychartbook.com/p/800 via @dailychartbook.bsky.social
November 19, 2025 at 4:54 PM
‘Retail net buys are almost at the lowest YTD.’ www.dailychartbook.com/p/800 via @dailychartbook.bsky.social
Reposted by Daily Chartbook
’The useful life of chips is much shorter than that of railroads or even fiber optic cables. After adjusting for depreciation, the current AI buildout tops the peaks of both the internet boom and the railroad buildout.’ www.dailychartbook.com/p/800 via @dailychartbook.bsky.social
November 19, 2025 at 4:59 PM
’The useful life of chips is much shorter than that of railroads or even fiber optic cables. After adjusting for depreciation, the current AI buildout tops the peaks of both the internet boom and the railroad buildout.’ www.dailychartbook.com/p/800 via @dailychartbook.bsky.social
"Stock traders across Wall Street are set to turn in their best year for revenue in at least two decades ... The industry’s fee pool is expected to reach $94 billion this year ... That would be an 18% increase from 2024."
-William Shaw @bloomberg.com
-William Shaw @bloomberg.com
November 19, 2025 at 5:23 PM
"Stock traders across Wall Street are set to turn in their best year for revenue in at least two decades ... The industry’s fee pool is expected to reach $94 billion this year ... That would be an 18% increase from 2024."
-William Shaw @bloomberg.com
-William Shaw @bloomberg.com
"This month alone, the S&P 500 has logged three trading days with drops of more than 1%, bringing the quarter-to-date total to 4. In the entire previous quarter, there was only one such day, on August 1."
-S&P Global Vörös
-S&P Global Vörös
November 19, 2025 at 5:22 PM
"This month alone, the S&P 500 has logged three trading days with drops of more than 1%, bringing the quarter-to-date total to 4. In the entire previous quarter, there was only one such day, on August 1."
-S&P Global Vörös
-S&P Global Vörös
"About 5% of the US population is experiencing third-party collections, down from 14% during the GFC."
- Apollo Sløk
- Apollo Sløk
November 19, 2025 at 5:22 PM
"About 5% of the US population is experiencing third-party collections, down from 14% during the GFC."
- Apollo Sløk
- Apollo Sløk
"The arguments for a rebound in the economy over the coming quarters are that (1) Liberation Day was almost eight months ago, (2) fiscal and monetary policy are easy, and (3) easy financial conditions point to a reacceleration in the economy."
- Apollo Sløk
- Apollo Sløk
November 19, 2025 at 5:22 PM
"The arguments for a rebound in the economy over the coming quarters are that (1) Liberation Day was almost eight months ago, (2) fiscal and monetary policy are easy, and (3) easy financial conditions point to a reacceleration in the economy."
- Apollo Sløk
- Apollo Sløk
"IG tech spreads [are] wider than the broad index for the first time since 2012."
Nomura via ZH
Nomura via ZH
November 19, 2025 at 2:32 AM
"IG tech spreads [are] wider than the broad index for the first time since 2012."
Nomura via ZH
Nomura via ZH
November 19, 2025 at 2:31 AM
"The retail cohort holds roughly three-quarters of spot-Bitcoin assets, according to an analysis by Bernstein. Meanwhile, institutional ownership has climbed to 28% from 20% at year-end 2024."
-Isabelle Lee @bloomberg.com
-Isabelle Lee @bloomberg.com
November 19, 2025 at 2:31 AM
"The retail cohort holds roughly three-quarters of spot-Bitcoin assets, according to an analysis by Bernstein. Meanwhile, institutional ownership has climbed to 28% from 20% at year-end 2024."
-Isabelle Lee @bloomberg.com
-Isabelle Lee @bloomberg.com
"Hassett (blue) is separating himself from the pack and is on the verge of being the first person to trade over 50%."
Jim Bianco
Jim Bianco
November 19, 2025 at 2:29 AM
"Hassett (blue) is separating himself from the pack and is on the verge of being the first person to trade over 50%."
Jim Bianco
Jim Bianco
"Notices of impending layoffs spiked to 39,000 in October … data from Cleveland Fed show we have only seen a greater number of warnings in 2008, 2009, 2020 and May 2025."
@kevgordon.bsky.social
@kevgordon.bsky.social
November 19, 2025 at 2:28 AM
"Notices of impending layoffs spiked to 39,000 in October … data from Cleveland Fed show we have only seen a greater number of warnings in 2008, 2009, 2020 and May 2025."
@kevgordon.bsky.social
@kevgordon.bsky.social
Reposted by Daily Chartbook
“Momentum Seasonality: Nov-Dec and Dec-Jan tend to be weakest periods for Momentum with some fairly large drawdowns in recent years between Nov and Feb.” www.dailychartbook.com/p/799 via @dailychartbook.bsky.social
November 18, 2025 at 3:16 PM
“Momentum Seasonality: Nov-Dec and Dec-Jan tend to be weakest periods for Momentum with some fairly large drawdowns in recent years between Nov and Feb.” www.dailychartbook.com/p/799 via @dailychartbook.bsky.social