Jonathan Rose

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Jonathan Rose

Jonathan Rose

@joerosereports

Markets | Macro | Liquidity Observing systems, positioning patiently Long-term over noise

Katılım Ağustos 2013
10.3K Takip Edilen17K Takipçiler
Jonathan Rose
Jonathan Rose@joerosereports·
Gas prices down again... $4.125 AAA
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Jonathan Rose
Jonathan Rose@joerosereports·
S&P 500 indicated -0.7% on Hyperliquid vs 4pm Friday. Back to where it was Thursday morning
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Jonathan Rose
Jonathan Rose@joerosereports·
2-5% inflation is great for stocks
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Jonathan Rose
Jonathan Rose@joerosereports·
$AMZN getting very close to $MSFT in market cap (for the No. 4 slot)
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Jonathan Rose
Jonathan Rose@joerosereports·
For a moment, Energy was the best S&P 500 sector since the 2024 election
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Jonathan Rose
Jonathan Rose@joerosereports·
US P/E ratio 20.2x ex-US 14.6x
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Jonathan Rose
Jonathan Rose@joerosereports·
Extremely stable interest rates the last 3 years
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Jonathan Rose
Jonathan Rose@joerosereports·
AAA gas price history & projection (applying a $0.90 adder to RBOB futures)
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Jonathan Rose
Jonathan Rose@joerosereports·
Claude is really great at getting to step 9 out of 10, then saying I hit my daily limit
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Jonathan Rose
Jonathan Rose@joerosereports·
Aggregate Weekly Hours Worked.. ticked down the last 2 months after hitting a record high
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Jonathan Rose
Jonathan Rose@joerosereports·
CPI Goods less Energy & Food: 1.2% YoY in March
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Jonathan Rose
Jonathan Rose@joerosereports·
S&P 500 forward EPS estimates... another record high this week
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Jonathan Rose
Jonathan Rose@joerosereports·
Tech Valuations Back to Pre-AI Boom Levels Torsten at Apollo
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Jonathan Rose
Jonathan Rose@joerosereports·
Rate vol continues lower... $MOVE
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Jonathan Rose
Jonathan Rose@joerosereports·
Go out a couple months, and WTI crude oil is under $85
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Jonathan Rose
Jonathan Rose@joerosereports·
1-year returns: $NVDA +75% $GOOGL +108% $AAPL +37% $AMZN +32% $META +15% $TSLA +38% $MSFT -3%
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Jonathan Rose
Jonathan Rose@joerosereports·
Concentration of S&P 500 market cap and earnings in the 10 largest index constituents... gap closing...
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Jonathan Rose
Jonathan Rose@joerosereports·
Can't rule out triple digits around DC/just south on Wednesday
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Jonathan Rose
Jonathan Rose@joerosereports·
Market breadth has actually ticked lower GS
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Jonathan Rose
Jonathan Rose@joerosereports·
Johnson Redbook retail sales YoY trending higher since mid-2023
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