Mark Hackett

Charts and market concepts that I find interesting. CFA, CFP®, and CMT. Views are my own, not investment advice.

[Mark Hackett @Markhackettcfa]

@CNBC

[Mark Hackett @Markhackettcfa]

@DrJStrategy

[Mark Hackett @Markhackettcfa]

@RBAdvisors Is it time to admit it is different this time?

[Mark Hackett @Markhackettcfa]

@byHeatherLong Still positive vs core CPI

[Mark Hackett @Markhackettcfa]

@dailychartbook @DataTrekMB Still extreme, but not as crazy if you back it up

[Mark Hackett @Markhackettcfa]

@philrosenn Positive in 9 of the past 10 years, averaging 5% in the past 3 years.

[Mark Hackett @Markhackettcfa]

@LizAnnSonders

[Mark Hackett @Markhackettcfa]

@StealthQE4

[Mark Hackett @Markhackettcfa]

@m3_melody Meanwhile . . .

[Mark Hackett @Markhackettcfa]

@yieldsearcher Interesting, from 1974-2012, real income was coincident 6 for 6 with recessions, since, 1 for 4

[Mark Hackett @Markhackettcfa]

@Hedgeye The performance gap between bonds and equities is driving flows, further widening the gap

[Mark Hackett @Markhackettcfa]

@KobeissiLetter Rates are an issue, but home prices to incomes are not crazy

[13F Pro @13F_Pro]

@LizAnnSonders Quits rate ticking up while hires accelerate. That's the sweet spot — people confident enough to job-hunt but employers still hungry for talent. Means wage pressure stays live and the Fed's got room to stay patient on cuts.

[Mark Hackett @Markhackettcfa]

@MTSInsights Is it time to say "it's different this time?"

[Mark Hackett @Markhackettcfa]

@Marcomadness2 To give an indication on how accurate the Conference Board stat is, I lag CPI so it matches up -- for example, the 3/26 stat is actual for CPI and was the 3/25 year forward estimate for Conference Board -- over the past 30 years, CPI has averaged 2.5%, estimate has averaged 5.1%

[Mark Hackett @Markhackettcfa]

@MilkRoadMacro Per Bloomberg estimates

[Mark Hackett @Markhackettcfa]

@TimmerFidelity Interestingly, nobody wants to be neutral -- that signaled contrarian buy signals during Covid and Liberation Day

[Mark Hackett @Markhackettcfa]

@dailychartbook @MacroCharts CNN Fear & Greed at full blown capitulation -- hit 8 yesterday. Since 2019, when index broke below 20, next three months was up an average of 9%, with an 86% batting average.

[Mark Hackett @Markhackettcfa]

@neilksethi Here is a chart of the average gap versus the 50-day over the past month dating back five years

[Mark Hackett @Markhackettcfa]

The S&P 500 is in the tightest two-month trading range since 2017, yet the average company has moved 14% this year