Mike Zaccardi, CFA, CMT
@mikezaccardi.bsky.social
Financial writer. Markets & charts. Open to freelance or full-time work.
$VGK Europe ETF gunning for a record close
November 11, 2025 at 4:00 PM
$VGK Europe ETF gunning for a record close
$EFA record high
November 11, 2025 at 3:30 PM
$EFA record high
Italy stock market highest since 2001
November 11, 2025 at 3:28 PM
Italy stock market highest since 2001
Congress job approval: worst since mid-2024
-52.7 net
-52.7 net
November 11, 2025 at 3:14 PM
Congress job approval: worst since mid-2024
-52.7 net
-52.7 net
$TGT Target lowering prices on 3,000 items during holiday season @SeekingAlpha
November 11, 2025 at 3:01 PM
$TGT Target lowering prices on 3,000 items during holiday season @SeekingAlpha
Gasoline futures a 2-month high.. $2 on RBOB
It's now down less than 1% YTD and y/y $UGA
It's now down less than 1% YTD and y/y $UGA
November 11, 2025 at 2:35 PM
Gasoline futures a 2-month high.. $2 on RBOB
It's now down less than 1% YTD and y/y $UGA
It's now down less than 1% YTD and y/y $UGA
Indeed, most stocks up..
$RSP +0.3%
$VEU +0.3%
$VO +0.3%
$IJR +0.3%
$XLK $IWF $SMH $MAGS down
$RSP +0.3%
$VEU +0.3%
$VO +0.3%
$IJR +0.3%
$XLK $IWF $SMH $MAGS down
November 11, 2025 at 2:32 PM
Indeed, most stocks up..
$RSP +0.3%
$VEU +0.3%
$VO +0.3%
$IJR +0.3%
$XLK $IWF $SMH $MAGS down
$RSP +0.3%
$VEU +0.3%
$VO +0.3%
$IJR +0.3%
$XLK $IWF $SMH $MAGS down
$CAT still best Dow stock YTD +57%
$NVDA +45%
$UNH -36%
$NVDA +45%
$UNH -36%
November 11, 2025 at 2:20 PM
$CAT still best Dow stock YTD +57%
$NVDA +45%
$UNH -36%
$NVDA +45%
$UNH -36%
At least turkey inflation isn't bad
November 11, 2025 at 1:56 PM
At least turkey inflation isn't bad
Looks like a decent day for the average stock shaping up.
Mag 7 $XLK $SMH lower
Mag 7 $XLK $SMH lower
November 11, 2025 at 1:44 PM
Looks like a decent day for the average stock shaping up.
Mag 7 $XLK $SMH lower
Mag 7 $XLK $SMH lower
Looks like the US Dollar Index $DXY dropped a bit on the ADP print
-5.3% YoY
-8.5% YTD
Up nicely in 2H25 +2.7%
-5.3% YoY
-8.5% YTD
Up nicely in 2H25 +2.7%
November 11, 2025 at 1:41 PM
Looks like the US Dollar Index $DXY dropped a bit on the ADP print
-5.3% YoY
-8.5% YTD
Up nicely in 2H25 +2.7%
-5.3% YoY
-8.5% YTD
Up nicely in 2H25 +2.7%
Democratic Party approval ticked up from record lows last month @gallup.com
November 11, 2025 at 1:38 PM
Democratic Party approval ticked up from record lows last month @gallup.com
November 11, 2025 at 1:35 PM
US Truflation 2.54%
November 11, 2025 at 1:14 PM
US Truflation 2.54%
Solid inflation progress:
CPI average last 5 years: +4.5% (peak 9.1% in June 2022)
June 2023-present: 2.3%-3.7% YoY range
1yr inflation swap: 2.76%
@augurinfinity.bsky.social
CPI average last 5 years: +4.5% (peak 9.1% in June 2022)
June 2023-present: 2.3%-3.7% YoY range
1yr inflation swap: 2.76%
@augurinfinity.bsky.social
November 11, 2025 at 1:13 PM
Solid inflation progress:
CPI average last 5 years: +4.5% (peak 9.1% in June 2022)
June 2023-present: 2.3%-3.7% YoY range
1yr inflation swap: 2.76%
@augurinfinity.bsky.social
CPI average last 5 years: +4.5% (peak 9.1% in June 2022)
June 2023-present: 2.3%-3.7% YoY range
1yr inflation swap: 2.76%
@augurinfinity.bsky.social
50yr mortgages
November 11, 2025 at 1:03 PM
50yr mortgages
Tariff dividend
November 11, 2025 at 12:29 PM
Tariff dividend
Trump net approval has gone from -6 to -11
November 11, 2025 at 12:28 PM
Trump net approval has gone from -6 to -11
Some AI headlines:
-Intel's AI chief Sachin Katti jumps ship to OpenAI
-Anthropic may turn a profit much faster than OpenAI
-Meta chief AI scientist LeCun plans to exit company
-Michael Burry accuses tech giants of inflating profits by stretching asset lifespans
-Intel's AI chief Sachin Katti jumps ship to OpenAI
-Anthropic may turn a profit much faster than OpenAI
-Meta chief AI scientist LeCun plans to exit company
-Michael Burry accuses tech giants of inflating profits by stretching asset lifespans
November 11, 2025 at 12:23 PM
Some AI headlines:
-Intel's AI chief Sachin Katti jumps ship to OpenAI
-Anthropic may turn a profit much faster than OpenAI
-Meta chief AI scientist LeCun plans to exit company
-Michael Burry accuses tech giants of inflating profits by stretching asset lifespans
-Intel's AI chief Sachin Katti jumps ship to OpenAI
-Anthropic may turn a profit much faster than OpenAI
-Meta chief AI scientist LeCun plans to exit company
-Michael Burry accuses tech giants of inflating profits by stretching asset lifespans
50-year mortgage: A game-changer or more pain for homebuyers?
no.
no.
November 11, 2025 at 12:20 PM
50-year mortgage: A game-changer or more pain for homebuyers?
no.
no.
Reposted by Mike Zaccardi, CFA, CMT
Small-business optimism index:
NFIB Oct slides to 98.2, worst since April @tEconomics
November 11, 2025 at 12:03 PM
Small-business optimism index:
Record cold across the Southeast right now. Awesome! @JimCantore @StephanieAbrams @MikeFirstAlert
November 11, 2025 at 12:17 PM
Record cold across the Southeast right now. Awesome! @JimCantore @StephanieAbrams @MikeFirstAlert
30s into south FL this morning.
19F dew point at my place, two miles from the ocean in northeast FL
19F dew point at my place, two miles from the ocean in northeast FL
November 11, 2025 at 12:16 PM
30s into south FL this morning.
19F dew point at my place, two miles from the ocean in northeast FL
19F dew point at my place, two miles from the ocean in northeast FL
Total Annual Health Insurance Payment per Family in the US: $26,993
Torsten at Apollo
Torsten at Apollo
November 11, 2025 at 12:04 PM
Total Annual Health Insurance Payment per Family in the US: $26,993
Torsten at Apollo
Torsten at Apollo
NFIB Oct slides to 98.2, worst since April @tEconomics
November 11, 2025 at 12:02 PM
NFIB Oct slides to 98.2, worst since April @tEconomics