3 Oct 2025
US technology stocks now account for a record 56% of total US stock market cap.
At the same time, defensive stocks make up just 16%, AN ALL-TIME LOW. This has NEVER happened. Source: Global Markets Investor, Topdown charts
3 Oct 2025
Did you know there are more PE funds than McDonald's in the US ?
Source: Mr. VIX @yieldsearcher
3 Oct 2025
In the US, searches for "second job" reach an all time high, surpassing 2008 financial crisis and COVID pandemic levels
Source: Kalshi
3 Oct 2025
Good chart by @GoldmanSachs on AI exposure by industry
Source: Goldman Sachs, @tanayj on X
3 Oct 2025
There are now 157k more Unemployed Persons than Job Openings in the US.
Excluding the 2020 recession, this is the widest spread we've seen since 2017. Labor market continues to cool... Source: Charlie Bilello
3 Oct 2025
President Trump says he is considering $1,000 - $2,000 stimulus checks for all taxpayers using tariff revenue.
Source; Geiger Capital on X
2 Oct 2025
According to CME Fed watch tool, odds of a Fed rate cut in October are now 99%...
So done deal after the poor ADP payrolls numbers...
2 Oct 2025
Kalshi is currently pricing in a 57% chance that the 🇺🇸 Government shutdown will last more than 10 days
Source: Kalshi
