Donald Draper

[Markets & Mayhem @Mayhem4Markets]

real 💀

[The Kobeissi Letter @KobeissiLetter]

The bond market just BROKE:

In just 3 days, the 10Y Note Yield surged 60 basis points while the S&P 500 fell -8%.

This marks the LARGEST 3-day increase since 1982 and one of the largest divergences in history.

What happened? The basis trade broke.

(a thread)

[unusual_whales @unusual_whales]

US stock market concentration hit a record high in November:

[Daniel S. Loeb @DanielSLoeb1]

You missed the best one of all.

[Elon Musk @elonmusk]

@NicklasNilsso14 Tesla is an AI/robotics company that appears to many to be a car company

[Chamath Palihapitiya @chamath]

We built the world's first nuclear bomb in the 1940s in just over five years.

We are the same country that just took more than 10 years to approve an ETF to buy an imaginary coin made up of letters and numbers.

[Evan @StockMKTNewz]

Microsoft’s $MSFT fiscal year Annual Revenue since 2009

2009: $58.4B
2010: $62.5B
2011: $69.9B
2012: $73.7B
2013: $77.8B
2014: $86.8B
2015: $93.6B
2016: $91.2B
2017: $96.6B
2018: $110.4B
2019: $125.8B
2020: $143B
2021: $168.1B
2022: $198.3B

[Charlie Bilello @charliebilello]

Last 10 Years...
Bitcoin $BTC: +29,524%
NVIDIA $NVDA: +12,442%
Tesla $TSLA: +3,766%
$AMD: +2,650%
Apple $AAPL: +1,358%
Netflix $NFLX: +1,268%
Microsoft $MSFT: +1,109%
Facebook $META: 1,077%
Amazon $AMZN: +848%
Google $GOOGL: +455%
S&P 500 $SPY: +227%
Gold $GLD: +43%
US CPI: +31%

[Donald Draper @Seeekingalpha]

@BillAckman @RobertKennedyJr @joerogan I’m intrigued, on my way to listen 🎧

[Charlie Bilello @charliebilello]

2023 Returns...
NVIDIA $NVDA: +169%
Facebook $META: +127%
AMD $AMD: +82%
Tesla $TSLA: +74%
Amazon $AMZN: +48%
Google $GOOGL: +41%
Microsoft $MSFT: +41%
Apple $AAPL: +40%
Nasdaq 100 $QQQ: +33%
S&P 500 $SPY: +12%
Dow $DIA: +3%
S&P 500 Equal Weight $RSP: +2%
Volatility $VXX: -45%

[Donald Draper @Seeekingalpha]

@DavidSacks Lmaooooo

[Lyn Alden @LynAldenContact]

Inflation from 2000 to 2022

Gold price: 8.4% per year
Money supply growth: 6.8% per year
Oil price: 4.7% per year
Median house: 4.6% per year
Education: 4.6% per year
Medical services: 3.4% per year
CPI: 2.6% per year
Deposit yields: <2%
Apparel: flat
Electronics, software: down

[David Sacks @DavidSacks]

Just got offered office space in San Francisco (SOMA) for the same price as 2009. Yikes.

[Donald Draper @Seeekingalpha]

@DavidSacks 🇺🇸 🇺🇸 🇺🇸

[Charlie Bilello @charliebilello]

Commodity price changes over the last year...
Heating Oil: +43%
Natural Gas: +29%
Corn: +17%
Soybeans: +13%
Brent Crude +8%
US CPI: +7.7%
Gasoline: +5%
WTI Crude: +2%
Sugar: -1%
Wheat: -1%
Zinc: -4%
Gold: -6%
Copper: -16%
Silver: -16%
Cotton: -26%
Coffee: -34%
Lumber: -44%

[Donald Draper @Seeekingalpha]

@lexfridman @BjornLomborg @Revkin Looking forward to this one, thanks Lex

[Markets & Mayhem @Mayhem4Markets]

What are Americans the most stressed about right now?

Predictably inflation leads the pack. 👇

[Bloomberg Energy @BloombergNRG]

France risks being short of electricity for several days this winter as the country grapples with a lower-than-usual nuclear plant availability, the country’s grid operator warns https://t.co/aGVf5qtWpa

[Donald Draper @Seeekingalpha]

@Jason Tuning in now 😎

[Charlie Bilello @charliebilello]

Average 30-Year Mortgage Rate in the US...
1970s: 8.9%
1980s: 12.7%
1990s: 8.1%
2000s: 6.3%
2010s: 4.1%
2020s: 3.7%
---
Today's Rate: 7.1% (highest since 2002)