Rob Hager

Private Investor, Former Coach

[Rob Hager @Rob_Hager]

Global Supply Chain Pressure Index - @SoberLook

[Rob Hager @Rob_Hager]

.@FAO Food Price Index - @SoberLook

[Rob Hager @Rob_Hager]

NAAIM Exposure Index - @SoberLook @NAAIM_Official

[Rob Hager @Rob_Hager]

AAII Individual Investors Sentiment - @SoberLook @AAIISentiment

[Rob Hager @Rob_Hager]

U.S. Equity Valuation Metrics (Z-Score Since 1900) - @SoberLook

[Rob Hager @Rob_Hager]

S&P 500 Forward EPS - @SoberLook

[Rob Hager @Rob_Hager]

Japan Cash Earnings (Y/Y) - @SoberLook

[Rob Hager @Rob_Hager]

Total Card Spending - @SoberLook @BankofAmerica

[Rob Hager @Rob_Hager]

U.S. Unit Labor Cost - @SoberLook

[Rob Hager @Rob_Hager]

U.S. Nonfarm Labor Productivity - @SoberLook

[Rob Hager @Rob_Hager]

.⁦@RevelioLabs⁩ Non-Farm Employment (M/M) - @SoberLook

[Rob Hager @Rob_Hager]

ChallengerJob Cuts (YTD Total) - @SoberLook @ChallengerGray

[Rob Hager @Rob_Hager]

Continuing Claims - @SoberLook

[Rob Hager @Rob_Hager]

Initial Claims - @SoberLook

[Rob Anderson @_rob_anderson]

NDR's pattern matching tool shows that the NASDAQ has closely tracked the dotcom analog and is closer to 1998 than 2000. It still suggests near-term volatility ahead.

[Helene Meisler @Chartfest1]

AAII saw little shift last week on the bull side but the bears retreated.

Bulls 36.3% (+1)
Bears 37% (-5)

[Gregory Daco @GregDaco]

📊US nonfarm business sector labor productivity growth revised -0.5pt to a marginal +0.3% q/q (annualized) in Q1 2026:
▶️Output +1.0%,
▶️Hours worked +0.7%.

📉Unit labor costs up a moderate 1.8%, as the 2.1% compensation gain was only partially offset by productivity growth

[Guy Berger @EconBerger]

Claims:

1/ Initial claims at 225K, their highest level since February. We've seen an increase around this time of year in 2023, 2024, and 2025 which leads me to think it's residual seasonality rather than noise or a real deterioration.

Might be high next week too.

[ChallengerGray @ChallengerGray]

May job cuts reached 97,006, the highest May total since 2020.
📈 +16% from April
🤖 AI led layoff reasons for the third straight month
💻 Tech cuts hit their highest level since March 2023
Read the full report below.
https://t.co/yY94zo5yGt
#JobsReport #Layoffs #AI #LaborMarket

[Rob Hager @Rob_Hager]

“The Valuations For Small Caps Remain At A Big Discount To Large-Cap Stocks” @SoberLook ⁦@mrbpartners⁩