Jonathan Rose
6K posts
Jonathan Rose
@joerosereports
Markets | Macro | Liquidity Observing systems, positioning patiently Long-term over noise
Katılım Ağustos 2013
10.3K Takip Edilen17K Takipçiler
S&P 500 indicated -0.7% on Hyperliquid vs 4pm Friday. Back to where it was Thursday morning
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$AMZN getting very close to $MSFT in market cap (for the No. 4 slot)
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For a moment, Energy was the best S&P 500 sector since the 2024 election
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AAA gas price history & projection (applying a $0.90 adder to RBOB futures)
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Claude is really great at getting to step 9 out of 10, then saying I hit my daily limit
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Aggregate Weekly Hours Worked.. ticked down the last 2 months after hitting a record high
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S&P 500 forward EPS estimates... another record high this week
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Tech Valuations Back to Pre-AI Boom Levels Torsten at Apollo
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1-year returns: $NVDA +75% $GOOGL +108% $AAPL +37% $AMZN +32% $META +15% $TSLA +38% $MSFT -3%
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Concentration of S&P 500 market cap and earnings in the 10 largest index constituents... gap closing...
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Can't rule out triple digits around DC/just south on Wednesday
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Johnson Redbook retail sales YoY trending higher since mid-2023
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