David Taggart
@davidtaggart.bsky.social
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.
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 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
and kind of by extension it does a good job of leading the SP500
October 1, 2025 at 2:24 PM
and kind of by extension it does a good job of leading the SP500
Longer term it has been a leading indicator of the PMI
October 1, 2025 at 2:24 PM
Longer term it has been a leading indicator of the PMI
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
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 30-Day sma of all the data we have on it. you can see the seasonality and also how it has normalized post-covid
here is the same data without the 10-day smoothing. +0.49%
October 1, 2025 at 1:12 PM
here is the same data without the 10-day smoothing. +0.49%
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%
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
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.
this is 2016 to now
In order from top to bottom
2022
2021
2024
2023
2019
2020
2018
2017
2016
2025 is on its own as we are only a few months in, but if the current ramp holds up it is unsurprisingly on pace to surpass other years
In order from top to bottom
2022
2021
2024
2023
2019
2020
2018
2017
2016
2025 is on its own as we are only a few months in, but if the current ramp holds up it is unsurprisingly on pace to surpass other years
May 5, 2025 at 3:02 AM
this is 2016 to now
In order from top to bottom
2022
2021
2024
2023
2019
2020
2018
2017
2016
2025 is on its own as we are only a few months in, but if the current ramp holds up it is unsurprisingly on pace to surpass other years
In order from top to bottom
2022
2021
2024
2023
2019
2020
2018
2017
2016
2025 is on its own as we are only a few months in, but if the current ramp holds up it is unsurprisingly on pace to surpass other years
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
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.
