Mike Zaccardi, CFA, CMT
@mikezaccardi.bsky.social
Financial writer. Markets & charts. Open to freelance or full-time work. 2 Corinthians 5:21
As of mid-October, supermarket inflation was +4.7% YoY. Hopefully an update on that soon.
It peaked at +15.2% in August 2022.
It peaked at +15.2% in August 2022.
December 20, 2025 at 4:56 PM
As of mid-October, supermarket inflation was +4.7% YoY. Hopefully an update on that soon.
It peaked at +15.2% in August 2022.
It peaked at +15.2% in August 2022.
Reposted by Mike Zaccardi, CFA, CMT
GOLDMAN’s forecast for 2026 average oil price: $52.
December 20, 2025 at 3:21 PM
GOLDMAN’s forecast for 2026 average oil price: $52.
Egg prices: After a November spike to $2.29/dozen, we are now at a fresh low going back to May 2023.
Just $1.01/dozen. It peaked at $8.17 this past March. @teconomics
Just $1.01/dozen. It peaked at $8.17 this past March. @teconomics
December 20, 2025 at 3:21 PM
Egg prices: After a November spike to $2.29/dozen, we are now at a fresh low going back to May 2023.
Just $1.01/dozen. It peaked at $8.17 this past March. @teconomics
Just $1.01/dozen. It peaked at $8.17 this past March. @teconomics
Reposted by Mike Zaccardi, CFA, CMT
BREAKING: median U.S. gas price nearing lowest since 2020, currently at $2.74/gal and falling, while the national average is $2.849/gal, according to GasBuddy data. Most common price $2.69/gal!
December 20, 2025 at 12:04 PM
BREAKING: median U.S. gas price nearing lowest since 2020, currently at $2.74/gal and falling, while the national average is $2.849/gal, according to GasBuddy data. Most common price $2.69/gal!
USA average gas price drops to $2.85, lowest since April 2021 @gasbuddy <a href="https://bsky.app/profile/did:plc:el26bci423wwjjnhoohutwem" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky-mention">@gasbuddyguy
December 20, 2025 at 3:15 PM
Massive $98.2 billion equity inflow last week -GS
The subject of today's Daily Insight blog post for my X Subscribers only.
The subject of today's Daily Insight blog post for my X Subscribers only.
December 20, 2025 at 2:51 PM
Massive $98.2 billion equity inflow last week -GS
The subject of today's Daily Insight blog post for my X Subscribers only.
The subject of today's Daily Insight blog post for my X Subscribers only.
61% EPS growth expected for the Russell 2000 $IWM
December 20, 2025 at 2:22 PM
61% EPS growth expected for the Russell 2000 $IWM
$IWM GS: The combination of valuations and economic growth signals a Russell 2000 forward 12-month return of roughly 10%
December 20, 2025 at 2:22 PM
$IWM GS: The combination of valuations and economic growth signals a Russell 2000 forward 12-month return of roughly 10%
GS: Equity market pricing of economic growth is only modestly above 2%
December 20, 2025 at 2:21 PM
GS: Equity market pricing of economic growth is only modestly above 2%
Yea, Lord, we greet Thee, born this sweaty morning...
...going to be record-high min temps come sunrise on Christmas morning. We are talking 30+ degrees above average across the heartland.
...going to be record-high min temps come sunrise on Christmas morning. We are talking 30+ degrees above average across the heartland.
December 20, 2025 at 12:58 PM
Yea, Lord, we greet Thee, born this sweaty morning...
...going to be record-high min temps come sunrise on Christmas morning. We are talking 30+ degrees above average across the heartland.
...going to be record-high min temps come sunrise on Christmas morning. We are talking 30+ degrees above average across the heartland.
Well, 5.5 trading days left in the year to harvest your crypto capital losses.
Bitcoin in a 30% drawdown (with SPX within 2% of its record high)
Ether -38% @KoyfinCharts
Bitcoin in a 30% drawdown (with SPX within 2% of its record high)
Ether -38% @KoyfinCharts
December 20, 2025 at 12:49 PM
Well, 5.5 trading days left in the year to harvest your crypto capital losses.
Bitcoin in a 30% drawdown (with SPX within 2% of its record high)
Ether -38% @KoyfinCharts
Bitcoin in a 30% drawdown (with SPX within 2% of its record high)
Ether -38% @KoyfinCharts
$COST now in bear-market territory, not far from its worst drawdown since the GFC
December 20, 2025 at 12:45 PM
$COST now in bear-market territory, not far from its worst drawdown since the GFC
$NVDA P/E ratio under 26x, near the lowest of the past several years
Love the @KoyfinCharts valuation charts (among others!)
Love the @KoyfinCharts valuation charts (among others!)
December 20, 2025 at 12:44 PM
$NVDA P/E ratio under 26x, near the lowest of the past several years
Love the @KoyfinCharts valuation charts (among others!)
Love the @KoyfinCharts valuation charts (among others!)
$GDX +155% YTD, putting all other years to shame #debasement
Really is the ideal setup.. soaring precious metals, tame labor-cost growth, plunging oil/energy prices
Really is the ideal setup.. soaring precious metals, tame labor-cost growth, plunging oil/energy prices
December 20, 2025 at 12:42 PM
$GDX +155% YTD, putting all other years to shame #debasement
Really is the ideal setup.. soaring precious metals, tame labor-cost growth, plunging oil/energy prices
Really is the ideal setup.. soaring precious metals, tame labor-cost growth, plunging oil/energy prices
Silver > $67, +132% YTD.
Second only to the Hunt Bros' 1979 rally #silverthursday @seekingalpha @tradingview
seekingalpha.com/art...
Second only to the Hunt Bros' 1979 rally #silverthursday @seekingalpha @tradingview
seekingalpha.com/art...
December 20, 2025 at 12:41 PM
Silver > $67, +132% YTD.
Second only to the Hunt Bros' 1979 rally #silverthursday @seekingalpha @tradingview
seekingalpha.com/art...
Second only to the Hunt Bros' 1979 rally #silverthursday @seekingalpha @tradingview
seekingalpha.com/art...
Musk +$210b YTD
December 20, 2025 at 12:39 PM
Musk +$210b YTD
Russell 2000: The share of negative earners (fwd) has dropped to 27%, and just 20% of market cap $IWM
December 20, 2025 at 12:33 PM
Russell 2000: The share of negative earners (fwd) has dropped to 27%, and just 20% of market cap $IWM
Cyclical strength driving Russell 2000 gains, amid falling rea l yields and the lagging quality factor GS
December 20, 2025 at 12:31 PM
Cyclical strength driving Russell 2000 gains, amid falling rea l yields and the lagging quality factor GS
The Russell 2000 has returned 14% YTD, lagging the S&P 500 by just 3 pp and outperforming the equal-weight S&P 500 as well as the S&P small- and mid-cap indices. GS
December 20, 2025 at 12:30 PM
The Russell 2000 has returned 14% YTD, lagging the S&P 500 by just 3 pp and outperforming the equal-weight S&P 500 as well as the S&P small- and mid-cap indices. GS
US Homes Are Getting Smaller
The median size of newly constructed single-family homes peaked at 2,500 square feet in 2015 and has since then declined steadily. Torsten at Apollo
The median size of newly constructed single-family homes peaked at 2,500 square feet in 2015 and has since then declined steadily. Torsten at Apollo
December 20, 2025 at 12:29 PM
US Homes Are Getting Smaller
The median size of newly constructed single-family homes peaked at 2,500 square feet in 2015 and has since then declined steadily. Torsten at Apollo
The median size of newly constructed single-family homes peaked at 2,500 square feet in 2015 and has since then declined steadily. Torsten at Apollo
December 19, 2025 at 9:32 PM
$MEME best day since Oct 13 +12%
December 19, 2025 at 9:10 PM
$MEME best day since Oct 13 +12%
Coffee 4-month low. Not much changed YoY @teconomics
December 19, 2025 at 9:10 PM
Coffee 4-month low. Not much changed YoY @teconomics
GS via @augurinfinity Nearly all major equity markets have outperformed the US in 2025 in both local and USD terms.
augurdigest.com/p/au...
augurdigest.com/p/au...
December 19, 2025 at 9:08 PM
GS via @augurinfinity Nearly all major equity markets have outperformed the US in 2025 in both local and USD terms.
augurdigest.com/p/au...
augurdigest.com/p/au...
UMich current conditions record low
December 19, 2025 at 9:06 PM
UMich current conditions record low