Reposted by Ammar
U.S. megabanks reduce headcount by most in nearly a decade
January 15, 2026 at 7:40 PM
U.S. megabanks reduce headcount by most in nearly a decade
Reposted by Ammar
“The only other times that XLP rallied 1%+ for three days in a row when the S&P 500 wasn’t up 1%+ on any of those three days was back in early 2000, right around and after the dot-com peak.” www.dailychartbook.com/p/833 via @dailychartbook.bsky.social
January 14, 2026 at 3:36 PM
“The only other times that XLP rallied 1%+ for three days in a row when the S&P 500 wasn’t up 1%+ on any of those three days was back in early 2000, right around and after the dot-com peak.” www.dailychartbook.com/p/833 via @dailychartbook.bsky.social
Reposted by Ammar
JPMAM Kelly: Heading into 2026, absent any major market shocks, the pieces are in place for one of the strongest years for North American M&A and IPO activity we have ever seen.
January 12, 2026 at 3:02 PM
JPMAM Kelly: Heading into 2026, absent any major market shocks, the pieces are in place for one of the strongest years for North American M&A and IPO activity we have ever seen.
Reposted by Ammar
GS: Technology Has Directly Created Millions of New Jobs over the Last 30-40 Years
January 9, 2026 at 7:34 PM
GS: Technology Has Directly Created Millions of New Jobs over the Last 30-40 Years
Reposted by Ammar
Growing IG Issuance Will Put Upward Pressure on Rates and Credit Spreads. Torsten at Apollo.
We'll... we're waiting $LQD
We'll... we're waiting $LQD
January 10, 2026 at 1:33 PM
Growing IG Issuance Will Put Upward Pressure on Rates and Credit Spreads. Torsten at Apollo.
We'll... we're waiting $LQD
We'll... we're waiting $LQD
Reposted by Ammar
Mag 7 P/E? 30.6x @wisdomtreefunds
January 10, 2026 at 2:42 PM
Mag 7 P/E? 30.6x @wisdomtreefunds
Reposted by Ammar
Low bar this earnings season... looks like to me. GS
January 10, 2026 at 3:55 PM
Low bar this earnings season... looks like to me. GS
Reposted by Ammar
Inflation swaps have increased to 2.4% Augur Infinity
January 10, 2026 at 4:11 PM
Inflation swaps have increased to 2.4% Augur Infinity
Reposted by Ammar
Stock correlations remain very low, ample opportunity for fund managers pick the losing equities again this year
January 10, 2026 at 4:49 PM
Stock correlations remain very low, ample opportunity for fund managers pick the losing equities again this year
Reposted by Ammar
S&P 500 sector valuations @factset
January 9, 2026 at 6:06 PM
S&P 500 sector valuations @factset
Reposted by Ammar
2025 is now, officially, the worst year for job creation outside of recession since 2003.
@byheatherlong.bsky.social
@byheatherlong.bsky.social
January 9, 2026 at 1:43 PM
2025 is now, officially, the worst year for job creation outside of recession since 2003.
@byheatherlong.bsky.social
@byheatherlong.bsky.social
Reposted by Ammar
$PLTR Palantir's forward price-sales ratio (74.8x) is more than 2.5x greater than the 2nd highest price-sales ratio in the S&P 500.
January 7, 2026 at 2:56 PM
$PLTR Palantir's forward price-sales ratio (74.8x) is more than 2.5x greater than the 2nd highest price-sales ratio in the S&P 500.
Reposted by Ammar
2026 GDP forecasts looking better and better GS
January 6, 2026 at 12:35 AM
2026 GDP forecasts looking better and better GS
Reposted by Ammar
18% market-implied recession chance next 12 months GS
January 6, 2026 at 12:32 AM
18% market-implied recession chance next 12 months GS
Reposted by Ammar
From the pre-Covid peak in Feb 2020:
Interest rates are up a lot
Valuations are a little higher (not much)
The stock market has doubled
Interest rates are up a lot
Valuations are a little higher (not much)
The stock market has doubled
January 5, 2026 at 2:53 PM
From the pre-Covid peak in Feb 2020:
Interest rates are up a lot
Valuations are a little higher (not much)
The stock market has doubled
Interest rates are up a lot
Valuations are a little higher (not much)
The stock market has doubled
Reposted by Ammar
Your updated asset class performance quilt... Emerging Markets best in 2025 +34%
REITs worst +2.3% JPMAM
REITs worst +2.3% JPMAM
January 4, 2026 at 1:19 PM
Your updated asset class performance quilt... Emerging Markets best in 2025 +34%
REITs worst +2.3% JPMAM
REITs worst +2.3% JPMAM
Reposted by Ammar
Reposted by Ammar
Berkshire falls on Buffett's last day as CEO, gained 6,100,000% over 60 years reut.rs/49j0Fp5
Berkshire falls on Buffett's last day as CEO, gained 6,100,000% over 60 years
Berkshire Hathaway shares closed slightly lower on Warren Buffett's final day as chief executive, with the legendary investor set to hand the reins to Greg Abel on Thursday.
reut.rs
December 31, 2025 at 10:01 PM
Berkshire falls on Buffett's last day as CEO, gained 6,100,000% over 60 years reut.rs/49j0Fp5
Reposted by Ammar
I do think stocks will finish down next year.
December 31, 2025 at 12:50 PM
I do think stocks will finish down next year.
Reposted by Ammar
What makes Warren Buffett special doesn’t show up in a stat sheet, @nirkaissar.bsky.social says. Here’s what Wall Street can learn from the Oracle of Omaha 🎥
December 29, 2025 at 7:54 PM
What makes Warren Buffett special doesn’t show up in a stat sheet, @nirkaissar.bsky.social says. Here’s what Wall Street can learn from the Oracle of Omaha 🎥
Reposted by Ammar
Clustered Wall Street SPX targets. Bloomberg.
December 24, 2025 at 5:43 PM
Clustered Wall Street SPX targets. Bloomberg.
Reposted by Ammar
Average Wall Street strategist's S&P 500 price target? 7555
2026 EPS? $306. Bloomberg.
2026 EPS? $306. Bloomberg.
December 24, 2025 at 5:45 PM
Average Wall Street strategist's S&P 500 price target? 7555
2026 EPS? $306. Bloomberg.
2026 EPS? $306. Bloomberg.
Reposted by Ammar
The S&P 500 has returned 230% in the last 7 years... with, call it, three bear markets.
But gold is up the most.
But gold is up the most.
December 25, 2025 at 11:48 AM
The S&P 500 has returned 230% in the last 7 years... with, call it, three bear markets.
But gold is up the most.
But gold is up the most.
Reposted by Ammar
GS Research expects the #Fed to cut by 50bp to 3-3.25% in 2026. The US #inflation problem has been solved, notes #GoldmanSachs
December 24, 2025 at 7:36 AM
GS Research expects the #Fed to cut by 50bp to 3-3.25% in 2026. The US #inflation problem has been solved, notes #GoldmanSachs