@jorgetijerino.bsky.social
This is how early crypto adoption is: The latest BofA Global Fund Manager Survey shows 76% of managers have 0% allocation. The average? Just 0.4%. Institutional money is still on the sidelines.
This is for informational and educational purposes only. Past performance is no guarantee of future resul
This is for informational and educational purposes only. Past performance is no guarantee of future resul
November 17, 2025 at 2:03 PM
This is how early crypto adoption is: The latest BofA Global Fund Manager Survey shows 76% of managers have 0% allocation. The average? Just 0.4%. Institutional money is still on the sidelines.
This is for informational and educational purposes only. Past performance is no guarantee of future resul
This is for informational and educational purposes only. Past performance is no guarantee of future resul
The enterprise AI race is shifting. Projections show OpenAI's market share falling by '25 as Anthropic takes the #1 spot. Google also growing. The market is fragmenting.
This is for informational and educational purposes only, not investment advice. Past performance is no guarantee of future
This is for informational and educational purposes only, not investment advice. Past performance is no guarantee of future
November 14, 2025 at 2:03 PM
The enterprise AI race is shifting. Projections show OpenAI's market share falling by '25 as Anthropic takes the #1 spot. Google also growing. The market is fragmenting.
This is for informational and educational purposes only, not investment advice. Past performance is no guarantee of future
This is for informational and educational purposes only, not investment advice. Past performance is no guarantee of future
S&P 500 (2003-22): $10k became $64,844. Miss the 10 best days? Only $29,708.
The problem: Those best days almost always happen during the panic (like '08 & '20). If you sell in a crisis, you miss the rebound.
Past performance is no guarantee of future results.
The problem: Those best days almost always happen during the panic (like '08 & '20). If you sell in a crisis, you miss the rebound.
Past performance is no guarantee of future results.
November 13, 2025 at 2:02 PM
S&P 500 (2003-22): $10k became $64,844. Miss the 10 best days? Only $29,708.
The problem: Those best days almost always happen during the panic (like '08 & '20). If you sell in a crisis, you miss the rebound.
Past performance is no guarantee of future results.
The problem: Those best days almost always happen during the panic (like '08 & '20). If you sell in a crisis, you miss the rebound.
Past performance is no guarantee of future results.
S&P 500 Q3 earnings growth just got a significant upgrade.
Last Week: +10.7% YoY
Today: +13.0% YoY
The revisions are strong and positive. This isn't just optimism.
Earnings continue to drive this bull market.
#SP500 #Earnings #StockMarket #Economy #Investing
Last Week: +10.7% YoY
Today: +13.0% YoY
The revisions are strong and positive. This isn't just optimism.
Earnings continue to drive this bull market.
#SP500 #Earnings #StockMarket #Economy #Investing
November 12, 2025 at 2:02 PM
S&P 500 Q3 earnings growth just got a significant upgrade.
Last Week: +10.7% YoY
Today: +13.0% YoY
The revisions are strong and positive. This isn't just optimism.
Earnings continue to drive this bull market.
#SP500 #Earnings #StockMarket #Economy #Investing
Last Week: +10.7% YoY
Today: +13.0% YoY
The revisions are strong and positive. This isn't just optimism.
Earnings continue to drive this bull market.
#SP500 #Earnings #StockMarket #Economy #Investing
Honoring all who served. Your courage and sacrifice protect the freedoms we enjoy every day. Thank you to all veterans and their families for your service.
#VeteransDay #Gratitude
#VeteransDay #Gratitude
November 11, 2025 at 2:43 PM
Honoring all who served. Your courage and sacrifice protect the freedoms we enjoy every day. Thank you to all veterans and their families for your service.
#VeteransDay #Gratitude
#VeteransDay #Gratitude
The U.S. has more data centers than all other major countries combined — 5,400+.
Germany is next with 529.
The U.S. remains the backbone of global AI and cloud computing infrastructure.
Chart: Apollo
#AI #Tech #Infrastructure
Germany is next with 529.
The U.S. remains the backbone of global AI and cloud computing infrastructure.
Chart: Apollo
#AI #Tech #Infrastructure
November 8, 2025 at 1:00 PM
The U.S. has more data centers than all other major countries combined — 5,400+.
Germany is next with 529.
The U.S. remains the backbone of global AI and cloud computing infrastructure.
Chart: Apollo
#AI #Tech #Infrastructure
Germany is next with 529.
The U.S. remains the backbone of global AI and cloud computing infrastructure.
Chart: Apollo
#AI #Tech #Infrastructure
Buying a home now costs nearly 39% of household income, while renting takes 31%.
This is one of the widest affordability gaps in decades, driven by high mortgage rates and record home prices.
Chart: Reventure Consulting
#Housing #RealEstate
This is one of the widest affordability gaps in decades, driven by high mortgage rates and record home prices.
Chart: Reventure Consulting
#Housing #RealEstate
November 7, 2025 at 1:00 PM
Buying a home now costs nearly 39% of household income, while renting takes 31%.
This is one of the widest affordability gaps in decades, driven by high mortgage rates and record home prices.
Chart: Reventure Consulting
#Housing #RealEstate
This is one of the widest affordability gaps in decades, driven by high mortgage rates and record home prices.
Chart: Reventure Consulting
#Housing #RealEstate
The AI race is heating up.
OpenAI’s market share fell from 50% to 25%, while Anthropic climbed to 32% and Google to 20%.
Innovation is accelerating as the LLM space gets more competitive.
Chart: @InvestingVisuals | Source: Menlo Ventures
#AI #LLM #Tech
OpenAI’s market share fell from 50% to 25%, while Anthropic climbed to 32% and Google to 20%.
Innovation is accelerating as the LLM space gets more competitive.
Chart: @InvestingVisuals | Source: Menlo Ventures
#AI #LLM #Tech
November 6, 2025 at 1:01 PM
The AI race is heating up.
OpenAI’s market share fell from 50% to 25%, while Anthropic climbed to 32% and Google to 20%.
Innovation is accelerating as the LLM space gets more competitive.
Chart: @InvestingVisuals | Source: Menlo Ventures
#AI #LLM #Tech
OpenAI’s market share fell from 50% to 25%, while Anthropic climbed to 32% and Google to 20%.
Innovation is accelerating as the LLM space gets more competitive.
Chart: @InvestingVisuals | Source: Menlo Ventures
#AI #LLM #Tech
$1 invested in the S&P 500 in 1989 is worth $41 today.
Crashes, wars, inflation, and recessions came and went — but long-term investors were rewarded.
“The real key to making money in stocks is to not get scared out of them.”
— Peter Lynch
Chart: @CharlieBilello
#Investing #SP500
Crashes, wars, inflation, and recessions came and went — but long-term investors were rewarded.
“The real key to making money in stocks is to not get scared out of them.”
— Peter Lynch
Chart: @CharlieBilello
#Investing #SP500
November 5, 2025 at 1:00 PM
$1 invested in the S&P 500 in 1989 is worth $41 today.
Crashes, wars, inflation, and recessions came and went — but long-term investors were rewarded.
“The real key to making money in stocks is to not get scared out of them.”
— Peter Lynch
Chart: @CharlieBilello
#Investing #SP500
Crashes, wars, inflation, and recessions came and went — but long-term investors were rewarded.
“The real key to making money in stocks is to not get scared out of them.”
— Peter Lynch
Chart: @CharlieBilello
#Investing #SP500
S&P 500 earnings growth jumped to 10.7% in Q3 2025, up from 7.3% earlier this quarter.
Corporate profits continue to outperform expectations, showing resilience even as the economy cools.
Chart: FactSet
#SP500 #Earnings #Markets
Corporate profits continue to outperform expectations, showing resilience even as the economy cools.
Chart: FactSet
#SP500 #Earnings #Markets
November 4, 2025 at 1:00 PM
S&P 500 earnings growth jumped to 10.7% in Q3 2025, up from 7.3% earlier this quarter.
Corporate profits continue to outperform expectations, showing resilience even as the economy cools.
Chart: FactSet
#SP500 #Earnings #Markets
Corporate profits continue to outperform expectations, showing resilience even as the economy cools.
Chart: FactSet
#SP500 #Earnings #Markets
Unemployment is rising, but not just because of AI.
Jobs with the lowest exposure to automation saw the biggest increase in job losses since mid-2023.
AI may be contributing, but broader economic trends remain the bigger driver.
Chart: Bloomberg Opinion | Data: OpenAI, BLS
#AI #Jobs #Economy
Jobs with the lowest exposure to automation saw the biggest increase in job losses since mid-2023.
AI may be contributing, but broader economic trends remain the bigger driver.
Chart: Bloomberg Opinion | Data: OpenAI, BLS
#AI #Jobs #Economy
October 29, 2025 at 1:01 PM
Unemployment is rising, but not just because of AI.
Jobs with the lowest exposure to automation saw the biggest increase in job losses since mid-2023.
AI may be contributing, but broader economic trends remain the bigger driver.
Chart: Bloomberg Opinion | Data: OpenAI, BLS
#AI #Jobs #Economy
Jobs with the lowest exposure to automation saw the biggest increase in job losses since mid-2023.
AI may be contributing, but broader economic trends remain the bigger driver.
Chart: Bloomberg Opinion | Data: OpenAI, BLS
#AI #Jobs #Economy
S&P 500 companies have insulated themselves from rate pain.
In 2007, only 44% of debt was long-term fixed. Today, it’s over 80%.
Locking in low rates has helped profits and stability despite the Fed’s aggressive tightening.
Data: BofA Global Research / FactSet
#Markets #Economy
In 2007, only 44% of debt was long-term fixed. Today, it’s over 80%.
Locking in low rates has helped profits and stability despite the Fed’s aggressive tightening.
Data: BofA Global Research / FactSet
#Markets #Economy
October 28, 2025 at 1:00 PM
S&P 500 companies have insulated themselves from rate pain.
In 2007, only 44% of debt was long-term fixed. Today, it’s over 80%.
Locking in low rates has helped profits and stability despite the Fed’s aggressive tightening.
Data: BofA Global Research / FactSet
#Markets #Economy
In 2007, only 44% of debt was long-term fixed. Today, it’s over 80%.
Locking in low rates has helped profits and stability despite the Fed’s aggressive tightening.
Data: BofA Global Research / FactSet
#Markets #Economy
We keep hearing tariffs will squeeze profits.
So far, S&P 500 margins are holding firm near 12.8%. Corporate resilience continues to surprise even as costs rise.
Chart via @FactSet.
So far, S&P 500 margins are holding firm near 12.8%. Corporate resilience continues to surprise even as costs rise.
Chart via @FactSet.
October 27, 2025 at 1:00 PM
We keep hearing tariffs will squeeze profits.
So far, S&P 500 margins are holding firm near 12.8%. Corporate resilience continues to surprise even as costs rise.
Chart via @FactSet.
So far, S&P 500 margins are holding firm near 12.8%. Corporate resilience continues to surprise even as costs rise.
Chart via @FactSet.
Inflation hit 3.0% in September, softer than expected. Core CPI matched at 3.0%.
With inflation cooling and job growth slowing, the Fed is widely expected to cut rates next week and possibly again before year end.
#Inflation #CPI #Fed #Markets
With inflation cooling and job growth slowing, the Fed is widely expected to cut rates next week and possibly again before year end.
#Inflation #CPI #Fed #Markets
October 24, 2025 at 1:48 PM
Inflation hit 3.0% in September, softer than expected. Core CPI matched at 3.0%.
With inflation cooling and job growth slowing, the Fed is widely expected to cut rates next week and possibly again before year end.
#Inflation #CPI #Fed #Markets
With inflation cooling and job growth slowing, the Fed is widely expected to cut rates next week and possibly again before year end.
#Inflation #CPI #Fed #Markets
Cisco in 2000 vs Nvidia today: two very different stories.
Cisco’s price detached from earnings. Nvidia’s growth is being fueled by real profits and AI demand.
Earnings-backed rallies aren’t bubbles — they’re market shifts.
#Nvidia #Markets #Technology
Cisco’s price detached from earnings. Nvidia’s growth is being fueled by real profits and AI demand.
Earnings-backed rallies aren’t bubbles — they’re market shifts.
#Nvidia #Markets #Technology
October 24, 2025 at 1:03 PM
Cisco in 2000 vs Nvidia today: two very different stories.
Cisco’s price detached from earnings. Nvidia’s growth is being fueled by real profits and AI demand.
Earnings-backed rallies aren’t bubbles — they’re market shifts.
#Nvidia #Markets #Technology
Cisco’s price detached from earnings. Nvidia’s growth is being fueled by real profits and AI demand.
Earnings-backed rallies aren’t bubbles — they’re market shifts.
#Nvidia #Markets #Technology
Cybersecurity is one of tech’s fastest-growing areas.
Top performers by revenue growth (LTM):
Rubrik +47%
CyberArk +40%
CrowdStrike +24%
Zscaler +23%
Microsoft +15%
Digital security is now as critical as power or connectivity.
#Cybersecurity #Technology
Top performers by revenue growth (LTM):
Rubrik +47%
CyberArk +40%
CrowdStrike +24%
Zscaler +23%
Microsoft +15%
Digital security is now as critical as power or connectivity.
#Cybersecurity #Technology
October 23, 2025 at 1:00 PM
Cybersecurity is one of tech’s fastest-growing areas.
Top performers by revenue growth (LTM):
Rubrik +47%
CyberArk +40%
CrowdStrike +24%
Zscaler +23%
Microsoft +15%
Digital security is now as critical as power or connectivity.
#Cybersecurity #Technology
Top performers by revenue growth (LTM):
Rubrik +47%
CyberArk +40%
CrowdStrike +24%
Zscaler +23%
Microsoft +15%
Digital security is now as critical as power or connectivity.
#Cybersecurity #Technology
The key to investing isn’t perfect timing — it’s time itself.
S&P 500 data shows:
• 1-day loss chance: 46%
• 1-year: 25%
• 10-year: just 6%
Patience pays. The longer your horizon, the lower your risk.
#Investing #Markets #Wealth
S&P 500 data shows:
• 1-day loss chance: 46%
• 1-year: 25%
• 10-year: just 6%
Patience pays. The longer your horizon, the lower your risk.
#Investing #Markets #Wealth
October 22, 2025 at 1:02 PM
The key to investing isn’t perfect timing — it’s time itself.
S&P 500 data shows:
• 1-day loss chance: 46%
• 1-year: 25%
• 10-year: just 6%
Patience pays. The longer your horizon, the lower your risk.
#Investing #Markets #Wealth
S&P 500 data shows:
• 1-day loss chance: 46%
• 1-year: 25%
• 10-year: just 6%
Patience pays. The longer your horizon, the lower your risk.
#Investing #Markets #Wealth
Amazon’s advertising business has grown from $26B in 2021 to $61B in 2025, a 134% increase and a 23.7% annual growth rate.
It’s now the third-largest ad platform after Google and Meta. Data and reach have made advertising a key profit driver.
#Amazon #Business
It’s now the third-largest ad platform after Google and Meta. Data and reach have made advertising a key profit driver.
#Amazon #Business
October 21, 2025 at 1:02 PM
Amazon’s advertising business has grown from $26B in 2021 to $61B in 2025, a 134% increase and a 23.7% annual growth rate.
It’s now the third-largest ad platform after Google and Meta. Data and reach have made advertising a key profit driver.
#Amazon #Business
It’s now the third-largest ad platform after Google and Meta. Data and reach have made advertising a key profit driver.
#Amazon #Business
The top 10% of Americans are behind nearly half of U.S. consumer spending.
Rising wealth concentration is reshaping the economy and where growth comes from.
#Economy #Wealth #ConsumerSpending
Rising wealth concentration is reshaping the economy and where growth comes from.
#Economy #Wealth #ConsumerSpending
October 20, 2025 at 1:02 PM
The top 10% of Americans are behind nearly half of U.S. consumer spending.
Rising wealth concentration is reshaping the economy and where growth comes from.
#Economy #Wealth #ConsumerSpending
Rising wealth concentration is reshaping the economy and where growth comes from.
#Economy #Wealth #ConsumerSpending
When the S&P 500 ends the year higher, the average gain is +19%.
Momentum and patience often go hand in hand in long-term investing.
#Investing #SP500 #Markets
Momentum and patience often go hand in hand in long-term investing.
#Investing #SP500 #Markets
October 17, 2025 at 1:02 PM
When the S&P 500 ends the year higher, the average gain is +19%.
Momentum and patience often go hand in hand in long-term investing.
#Investing #SP500 #Markets
Momentum and patience often go hand in hand in long-term investing.
#Investing #SP500 #Markets
Amazon’s revenue has grown 7,700% since 2005, nearly matching Walmart’s total.
The future of retail isn’t about who sells more — it’s about who builds the stronger ecosystem.
#Amazon #Walmart #Retail
The future of retail isn’t about who sells more — it’s about who builds the stronger ecosystem.
#Amazon #Walmart #Retail
October 16, 2025 at 1:02 PM
Amazon’s revenue has grown 7,700% since 2005, nearly matching Walmart’s total.
The future of retail isn’t about who sells more — it’s about who builds the stronger ecosystem.
#Amazon #Walmart #Retail
The future of retail isn’t about who sells more — it’s about who builds the stronger ecosystem.
#Amazon #Walmart #Retail
More 6%+ mortgages than sub-3% by the end of 2025.
The housing market’s biggest story isn’t demand — it’s immobility.
#Housing #Economy
The housing market’s biggest story isn’t demand — it’s immobility.
#Housing #Economy
October 15, 2025 at 1:02 PM
More 6%+ mortgages than sub-3% by the end of 2025.
The housing market’s biggest story isn’t demand — it’s immobility.
#Housing #Economy
The housing market’s biggest story isn’t demand — it’s immobility.
#Housing #Economy
AI’s infrastructure is global and interconnected.
From TSMC’s chips to Nvidia’s GPUs to Microsoft’s cloud and OpenAI’s intelligence layer — this is the flow of compute driving the future.
#AI #Tech
From TSMC’s chips to Nvidia’s GPUs to Microsoft’s cloud and OpenAI’s intelligence layer — this is the flow of compute driving the future.
#AI #Tech
October 14, 2025 at 1:02 PM
AI’s infrastructure is global and interconnected.
From TSMC’s chips to Nvidia’s GPUs to Microsoft’s cloud and OpenAI’s intelligence layer — this is the flow of compute driving the future.
#AI #Tech
From TSMC’s chips to Nvidia’s GPUs to Microsoft’s cloud and OpenAI’s intelligence layer — this is the flow of compute driving the future.
#AI #Tech
It took the internet a decade to reach the level of adoption ChatGPT hit in under two years.
AI isn’t following the usual curve. It’s rewriting it.
#AI #Innovation #Technology
AI isn’t following the usual curve. It’s rewriting it.
#AI #Innovation #Technology
October 13, 2025 at 1:02 PM
It took the internet a decade to reach the level of adoption ChatGPT hit in under two years.
AI isn’t following the usual curve. It’s rewriting it.
#AI #Innovation #Technology
AI isn’t following the usual curve. It’s rewriting it.
#AI #Innovation #Technology
From GE and Exxon in 1985 to Nvidia, Apple, and Microsoft in 2025 — market leadership has completely changed.
The top 10 S&P 500 companies have gone from $251B to over $19T in value.
The future’s leaders may not even exist yet. Stay adaptable.
#Investing #Finance #SP500
The top 10 S&P 500 companies have gone from $251B to over $19T in value.
The future’s leaders may not even exist yet. Stay adaptable.
#Investing #Finance #SP500
October 10, 2025 at 1:15 PM
From GE and Exxon in 1985 to Nvidia, Apple, and Microsoft in 2025 — market leadership has completely changed.
The top 10 S&P 500 companies have gone from $251B to over $19T in value.
The future’s leaders may not even exist yet. Stay adaptable.
#Investing #Finance #SP500
The top 10 S&P 500 companies have gone from $251B to over $19T in value.
The future’s leaders may not even exist yet. Stay adaptable.
#Investing #Finance #SP500