Mike Zaccardi, CFA, CMT
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT
@mikezaccardi.bsky.social
3K followers 3 following 33 posts
Financial writer. Markets & charts. Open to freelance or full-time work.
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 1m
Democrats now with a much-higher 72% market-implied chance of winning the House next year @kalshiofficial.bsky.social
mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 13m
Dollar up again.. $DXY highest since May 28.. > 100
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14m
$MOVE rate vol remains very low, under 70
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14m
$VIX stubborn near 20
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 15m
Debasement trading a small relief rally this morning.. $SPY -0.1% $QQQ -0.3% $IWM +0.1%
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 17m
GS: Historical and projected US cloud and AI hyperscaler capex (post 3Q25)

Now seen topping half a trill next year.
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 20m
IEEPA possible rulings and their market impacts. A summary. #tariffs
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 23m
BofA: The Supreme Court will hear oral arguments on the legality of tariffs imposed under IEEPA today.

These tariffs account for about 9.5pp of our estimated 14.7pp effective tariff rate after the reduction in fentanyl tariffs on China.
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 9h
BofA: Largest ever sales of single stocks, driven by institutions
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 9h
M&A has been on the rise
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 11h
$PLTR $AMD $ANET $DELL lower AH
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 13h
Nasdaq Comp worst day since Oct 10
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 13h
Unhappy ETH chart
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 13h
Terrible Tuesday. $QQQ -2.0%
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h
Jobs Day tomorrow! Consensus thinks +25k for ADP.
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h
$META now -20% from its $796 high
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h
Plenty of green outside of tech today (SPX EW heat map)
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h
$RSP down half as much as $SPY
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h
Look at Financials $XLF acting all defensive today
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h
ETH $ETHA pacing for its lowest close since July 15.

-17% last two sessions.
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h
Bitcoin $IBIT lowest since May 7 (closing basis). Worst day since April 7.
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h
Thank you! Great catching up, Linda! cc: @carlquintanilla.bsky.social
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 15h
Older generations - Baby Boomers and Traditionalists - have shown faster credit and debit card spending growth per household
than overall households since 2022
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 15h
Trump approval has cratered in the last two weeks (RCP average).

Will that get things moving on a government re-open?
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mikezaccardi.bsky.social
Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 15h
The de-debasement trade $GLD $IBIT $ETHA
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