David Taggart
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davidtaggart.bsky.social
David Taggart
@davidtaggart.bsky.social
trying to recruit homeless people to help them with their plan, presumably for the invasion, is a hell of a plan. I can see a "inspired by true events" movie for this one.
November 21, 2025 at 1:26 PM
and in case you have never seen it here is the PMI with the SPX YoY. You can see how this time has been the biggest dislocation between the two in decades
October 1, 2025 at 2:28 PM
and kind of by extension it does a good job of leading the SP500
October 1, 2025 at 2:24 PM
Longer term it has been a leading indicator of the PMI
October 1, 2025 at 2:24 PM
here is the 30-Day sma of all the data we have on it. you can see the seasonality and also how it has normalized post-covid
October 1, 2025 at 1:13 PM
here is the same data without the 10-day smoothing. +0.49%
October 1, 2025 at 1:12 PM
yeah for midterms the healthcare thing isnt going to bring out the voters, at least not before they lose the benefits and with a year to go.

their current strategy is weak at best
October 1, 2025 at 1:05 PM
at least that is my view from the cheap seats lol
October 1, 2025 at 12:42 PM
the only failing our military has had post WW2 has been one of leadership in Washington.

They have defended the US quite well, and anywhere they go they dominate the skies and the seas with no real issue, and on the ground their kill ratio is off the charts.
October 1, 2025 at 12:39 PM
tax consumers at the same time you ship out other consumers. hell of a strategy
October 1, 2025 at 12:34 PM
Barron is the new CEO of ADP lol
October 1, 2025 at 12:33 PM
Miran was surprised the meeting didn't start with an opening prayer to his Lord and Grifter Donald J Trump
September 17, 2025 at 6:58 PM
Miran was surprised the meeting didn't start with an opening prayer to his Lord and Grifter Donald J Trump
September 17, 2025 at 6:54 PM