(((The Daily Shot)))

The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample:

[(((The Daily Shot))) @SoberLook]

Credit cards originated during 2020–22 experienced a sharp rise in serious delinquencies in 2023–24, potentially reflecting weaker borrower credit quality at origination. However, their contribution to new delinquencies has since diminished.

Source: https://t.co/j0hc7f6R7y

[(((The Daily Shot))) @SoberLook]

Since 2000, stocks have returned an average of 7.7% annually, but missing the 10 best trading days each year would have turned that gain into a 15.4% average annual loss, highlighting the risks of market timing.

Source: @RyanDetrick

[(((The Daily Shot))) @SoberLook]

Oxford Economics expects a record El Niño to leave lasting scars, with world GDP falling to a trough near 0.9% below baseline in 2028 and staying about 0.7% lower through 2031, as emerging economies bear the persistent loss.

Source: @OxfordEconomics

[Augur Infinity @AugurInfinity]

Both the cyclically adjusted earnings yield and the price-to-book ratio suggest subdued equity returns over the coming decade.

[Augur Infinity @AugurInfinity]

Our Affine Stock-Bond Model, which jointly estimates equity and bond risk premia, points to historically low expected equity returns.

[(((The Daily Shot))) @SoberLook]

The US cattle herd has fallen to its smallest level in 75 years, constraining beef supply.

Source: @WSJ

[(((The Daily Shot))) @SoberLook]

Unlike its Big Tech peers, Apple has avoided a comparable surge in AI infrastructure spending.

Source: @a16z

[Augur Infinity @AugurInfinity]

The S&P 500’s forward P/E ratio has fallen below one standard deviation above its long-term average.

[(((The Daily Shot))) @SoberLook]

AI costs are declining faster than those of previous transformative technologies.

Source: @EugeneNg

[(((The Daily Shot))) @SoberLook]

Energy and technology, the S&P 500’s two best-performing sectors in 2026, have exhibited a negative one-year return correlation, potentially marking the first such divergence between annual sector leaders in 54 years.

Source: @NDR_Research

[Augur Infinity @AugurInfinity]

🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Nov. 6, 2026).
#economy

[(((The Daily Shot))) @SoberLook]

The UK is missing out on the tech investment boom.

Source: https://t.co/y5PZtJYCfV

[Archie Hall @ArchieHall]

AI will be the first tech capex boom that Britain misses out on in the modern era

[(((The Daily Shot))) @SoberLook]

Variant Perception’s Macro Risk Indicator has slipped from the “Risk-On” regime to neutral.

Source: @VrntPerception

[(((The Daily Shot))) @SoberLook]

Goldman Sachs’ Vol Panic Index surged back into the panic zone.

[(((The Daily Shot))) @SoberLook]

Around the world, it now takes more years of full-time pay to buy a typical home.

Source: https://t.co/VHEF8JeXIZ

[(((The Daily Shot))) @SoberLook]

The semiconductor sector is trading at record-low forward P/E levels.

Source: Goldman Sachs via @WallStJesus

[Variant Perception @VrntPerception]

Our leading indicators show that both global growth and inflation impulses are now firmly negative.

The chop we have seen in our global growth diffusion has ended with a clear negative impulse. This suggests both growth and inflation surprises are biased negative over the next 6 months.

[(((The Daily Shot))) @SoberLook]

New-home inventory stands at 8.5 months of supply, but completed new homes represent just two months of supply, compared with 5.8 months in early 2009.

Source: @EPBResearch

[(((The Daily Shot))) @SoberLook]

Unlike the dot-com bubble, when global technology stocks surged far ahead of earnings, the current rally has been supported by stronger earnings growth.

Source: @steve_donze

[(((The Daily Shot))) @SoberLook]

Friday night has become just another weeknight in terms of socialization.

Source: @jameslynch32