David Taggart
@davidtaggart.bsky.social
I wrote a piece on an indicator-the SOX/SPX YoY-that I think is worth reading.
pdmacro.com/the-sox-spx-...
pdmacro.com/the-sox-spx-...
The SOX/SPX YoY A Semiconductor Cycle Leading Indicator
The Semiconductor Cycle As with most sectors, especially those that manufacture physical goods, the semiconductor industry moves in cycles. We can see this well if we look at the semiconductor
pdmacro.com
November 21, 2025 at 2:39 PM
I wrote a piece on an indicator-the SOX/SPX YoY-that I think is worth reading.
pdmacro.com/the-sox-spx-...
pdmacro.com/the-sox-spx-...
he is not just a bad person. remember this piece? incredible shit from Larry Summer lol. he should have been banned from TV and media 20 years ago www.ft.com/content/7a55...
November 21, 2025 at 6:04 AM
he is not just a bad person. remember this piece? incredible shit from Larry Summer lol. he should have been banned from TV and media 20 years ago www.ft.com/content/7a55...
Went back searching in my tweets and I have been publicly bashing Larry Summers since at least 2012. Over time it evolved from not liking or trusting him at all to referring to him as a bag of shit.
November 21, 2025 at 4:15 AM
Went back searching in my tweets and I have been publicly bashing Larry Summers since at least 2012. Over time it evolved from not liking or trusting him at all to referring to him as a bag of shit.
Did a piece on Gov Shutdowns looking at SP500, 10-yr, Gold, USD-DXY, and Crude
pdmacro.com/do-governmen...
pdmacro.com/do-governmen...
Do Government Shutdowns Matter To Markets?
Back during the 2013 shutdown I did a bit of work looking at how stocks did in shutdowns. After all we had not had another one in my working lifetime, and the way the media makes it seem they should
pdmacro.com
November 8, 2025 at 2:53 AM
Did a piece on Gov Shutdowns looking at SP500, 10-yr, Gold, USD-DXY, and Crude
pdmacro.com/do-governmen...
pdmacro.com/do-governmen...
The only "PMI" that matters right now
Semis and all things that go into that seem to still be the only game in town
Semis and all things that go into that seem to still be the only game in town
October 1, 2025 at 2:24 PM
The only "PMI" that matters right now
Semis and all things that go into that seem to still be the only game in town
Semis and all things that go into that seem to still be the only game in town
Reposted by David Taggart
October 1, 2025 at 1:52 PM
I guess the TSA data entry kid is still at work.
The YoY of TSA passenger numbers is at +0.97%
The YoY of TSA passenger numbers is at +0.97%
October 1, 2025 at 1:12 PM
I guess the TSA data entry kid is still at work.
The YoY of TSA passenger numbers is at +0.97%
The YoY of TSA passenger numbers is at +0.97%
Presumably with the government shut down no one in the file room is on staff to release the Epstein files.
October 1, 2025 at 12:44 PM
Presumably with the government shut down no one in the file room is on staff to release the Epstein files.
"The Epstein list won't be released but Jimmy Kimmel will be?"-
@sammorril.bsky.social
@sammorril.bsky.social
September 18, 2025 at 6:46 AM
"The Epstein list won't be released but Jimmy Kimmel will be?"-
@sammorril.bsky.social
@sammorril.bsky.social
I wish someone would have asked JPow
"if they were to finally release the Epstein files would you do a 50bps cut?"
"if they were to finally release the Epstein files would you do a 50bps cut?"
September 17, 2025 at 7:42 PM
I wish someone would have asked JPow
"if they were to finally release the Epstein files would you do a 50bps cut?"
"if they were to finally release the Epstein files would you do a 50bps cut?"
Miran was surprised the meeting didn't start with an opening prayer to his Lord and Grifter Donald J Trump
September 17, 2025 at 6:28 PM
Miran was surprised the meeting didn't start with an opening prayer to his Lord and Grifter Donald J Trump
elmos site is down again lol. what a shitshow
May 30, 2025 at 8:18 PM
elmos site is down again lol. what a shitshow
I was a kid in the 80's but based on how many times this ad was in the 1990's Institutional Investor archives I will go out on a limb and say the movies showing all of Manhattan doing coke in the 80's were more accurate than not
May 26, 2025 at 2:02 AM
I was a kid in the 80's but based on how many times this ad was in the 1990's Institutional Investor archives I will go out on a limb and say the movies showing all of Manhattan doing coke in the 80's were more accurate than not
And now a funny bit
May 26, 2025 at 1:56 AM
And now a funny bit
Corp Profit Margins
Hard to see this going anywhere but down for at least a few quarters, and more likely a few years
Hard to see this going anywhere but down for at least a few quarters, and more likely a few years
May 9, 2025 at 4:04 AM
Corp Profit Margins
Hard to see this going anywhere but down for at least a few quarters, and more likely a few years
Hard to see this going anywhere but down for at least a few quarters, and more likely a few years
About as good a technical setup for a short in SPY or QQQ that you can get.
Run up into the 200-Day, stall out, and then register a NR7.1
And then we see it across a few indices.
SPY also hit a TD Sequential Sell Setup (not a full Sequential count, just the sell setup)
Run up into the 200-Day, stall out, and then register a NR7.1
And then we see it across a few indices.
SPY also hit a TD Sequential Sell Setup (not a full Sequential count, just the sell setup)
May 6, 2025 at 4:11 AM
About as good a technical setup for a short in SPY or QQQ that you can get.
Run up into the 200-Day, stall out, and then register a NR7.1
And then we see it across a few indices.
SPY also hit a TD Sequential Sell Setup (not a full Sequential count, just the sell setup)
Run up into the 200-Day, stall out, and then register a NR7.1
And then we see it across a few indices.
SPY also hit a TD Sequential Sell Setup (not a full Sequential count, just the sell setup)
Since the Met Gala thing is right now here is the relaunch of Vanity Fair in a 1982 Forbes ad.
May 5, 2025 at 10:31 PM
Since the Met Gala thing is right now here is the relaunch of Vanity Fair in a 1982 Forbes ad.
Here are a few tariff charts
This one has 2006 to now by year. Since it is kind of packed I pointed out 2018 since it was a step up, and then 2020 because it was the first full year in the tariff era.
btw the lowest year is 2009
This one has 2006 to now by year. Since it is kind of packed I pointed out 2018 since it was a step up, and then 2020 because it was the first full year in the tariff era.
btw the lowest year is 2009
May 5, 2025 at 3:02 AM
Here are a few tariff charts
This one has 2006 to now by year. Since it is kind of packed I pointed out 2018 since it was a step up, and then 2020 because it was the first full year in the tariff era.
btw the lowest year is 2009
This one has 2006 to now by year. Since it is kind of packed I pointed out 2018 since it was a step up, and then 2020 because it was the first full year in the tariff era.
btw the lowest year is 2009
Today I learned that Arnold Bernhard, the founder of ValueLine, worked for Jesse Livermore in his office in the late 20's.
In 1928 he wrote a report that was bullish on copper stocks. Livermore read the paper and sold them all short lol.
In 1928 he wrote a report that was bullish on copper stocks. Livermore read the paper and sold them all short lol.
May 3, 2025 at 8:54 AM
Today I learned that Arnold Bernhard, the founder of ValueLine, worked for Jesse Livermore in his office in the late 20's.
In 1928 he wrote a report that was bullish on copper stocks. Livermore read the paper and sold them all short lol.
In 1928 he wrote a report that was bullish on copper stocks. Livermore read the paper and sold them all short lol.
AW Jones on "Men who learn to sell short"
May 3, 2025 at 8:29 AM
AW Jones on "Men who learn to sell short"
Soros aka The Palindrome and the Bank of England thing
They describe the whole trade in here-shorting FX, buying stocks, buying bonds. I think MMTG did that as well but cant remember off hand, but it shows as well as we get to see the full trade.
They describe the whole trade in here-shorting FX, buying stocks, buying bonds. I think MMTG did that as well but cant remember off hand, but it shows as well as we get to see the full trade.
May 3, 2025 at 7:35 AM
Soros aka The Palindrome and the Bank of England thing
They describe the whole trade in here-shorting FX, buying stocks, buying bonds. I think MMTG did that as well but cant remember off hand, but it shows as well as we get to see the full trade.
They describe the whole trade in here-shorting FX, buying stocks, buying bonds. I think MMTG did that as well but cant remember off hand, but it shows as well as we get to see the full trade.