14 hours ago
The 2000 version of today's number arrived on a Monday morning, three days after the NASDAQ's worst week ever. One more Fed hike followed. Thirty months of decline followed that.
1 day ago
The last time all four majors filed earnings from the shadow of a fresh S&P record, the market shrugged at the first wave of losses — then fell 57 percent over the next seventeen months.
2 days ago
The same attacker, the same country, the same weekend-to-Monday pattern — but underneath the rhyme, every structural condition has quietly inverted.
5 days ago
That June Friday four years ago, the signal landed two hours before a record CPI print — and four months before the S&P 500 found its cycle floor at 3,577.
6 days ago
Three years ago the same question — who buys all of this? — ended with a 123-point yield collapse and a 16% stock rally. Two conditions made it possible. Neither exists today.
1 week ago
A unanimous September hike, a 29,000-job report three weeks later, and minutes that read like a letter mailed from a country that no longer exists.
Fewer than one in four S&P 500 stocks can hold their own trend line while the Nasdaq prints a record. In January 1973, an almost identical split preceded a 48% decline over the next twenty-one months.
ISM Prices Paid just hit 77.9 — the same reading that preceded a near-seven-point PMI collapse exactly thirty days later in 2011. The ISM Services report lands at 10 a.m. this morning to tell you whether the signal has already spread.
