Zaddy Tony
@zaddy65.bsky.social
Reposted by Zaddy Tony
Reposted by Zaddy Tony
The forward 12-month P/E ratio for the S&P 500 is 21.5.
This P/E ratio is above both the 5-year (20.0) and 10-year (18.8) averages. @factset
This P/E ratio is above both the 5-year (20.0) and 10-year (18.8) averages. @factset
February 6, 2026 at 6:45 PM
The forward 12-month P/E ratio for the S&P 500 is 21.5.
This P/E ratio is above both the 5-year (20.0) and 10-year (18.8) averages. @factset
This P/E ratio is above both the 5-year (20.0) and 10-year (18.8) averages. @factset
Reposted by Zaddy Tony
76% SPX EPS beat rate, 73% sales beat rate @factset
Blended EPS growth rate +13.0% YoY, 5th consecutive quarter of double-digit earnings growth for the index
Blended EPS growth rate +13.0% YoY, 5th consecutive quarter of double-digit earnings growth for the index
February 6, 2026 at 6:47 PM
76% SPX EPS beat rate, 73% sales beat rate @factset
Blended EPS growth rate +13.0% YoY, 5th consecutive quarter of double-digit earnings growth for the index
Blended EPS growth rate +13.0% YoY, 5th consecutive quarter of double-digit earnings growth for the index
Reposted by Zaddy Tony
Pretty normal earnings reactions this season... beats rising 0.9%, misses punished by 2.3% @factset
February 6, 2026 at 6:47 PM
Pretty normal earnings reactions this season... beats rising 0.9%, misses punished by 2.3% @factset
Reposted by Zaddy Tony
Very strong S&P 500 earnings trajectory... up to $361 of out-year SPX EPS @factset
February 6, 2026 at 6:48 PM
Very strong S&P 500 earnings trajectory... up to $361 of out-year SPX EPS @factset
Reposted by Zaddy Tony
S&P 500 sector valuations... Info Tech falls back, now below Industrials.
When's the last time that happened? @factset
Staples could leapfrog I.T. soon!
When's the last time that happened? @factset
Staples could leapfrog I.T. soon!
February 6, 2026 at 6:49 PM
S&P 500 sector valuations... Info Tech falls back, now below Industrials.
When's the last time that happened? @factset
Staples could leapfrog I.T. soon!
When's the last time that happened? @factset
Staples could leapfrog I.T. soon!
Reposted by Zaddy Tony
“.. Schumer has no direct oversight over either transportation hub and rebuffed the request, according to two of the people.”
@nytimes.com
www.nytimes.com/2026/02/06/u...
@nytimes.com
www.nytimes.com/2026/02/06/u...
February 6, 2026 at 6:51 PM
“.. Schumer has no direct oversight over either transportation hub and rebuffed the request, according to two of the people.”
@nytimes.com
www.nytimes.com/2026/02/06/u...
@nytimes.com
www.nytimes.com/2026/02/06/u...
Reposted by Zaddy Tony
Market has gone up. It's just math.
February 6, 2026 at 6:52 PM
Market has gone up. It's just math.
Reposted by Zaddy Tony
introducing Starcounter: a tabulator for Bluesky clickbait
February 6, 2026 at 6:18 PM
introducing Starcounter: a tabulator for Bluesky clickbait
Reposted by Zaddy Tony
Join my in the optimism camp.. it pays better
I’m more of a collapse the close type of guy
February 6, 2026 at 6:52 PM
Join my in the optimism camp.. it pays better
Reposted by Zaddy Tony
Zohran Mamdani has signed a new executive order that requires ICE to obtain a judicial warrant before entering New York City property, per ABC
February 6, 2026 at 6:59 PM
Zohran Mamdani has signed a new executive order that requires ICE to obtain a judicial warrant before entering New York City property, per ABC
Reposted by Zaddy Tony
Red and blue states alike have introduced legislation in recent weeks that would halt data center development, citing concerns from climate to high energy prices. www.wired.com/story/new-yo...
New York Is the Latest State to Consider a Data Center Pause
Red and blue states alike have introduced legislation in recent weeks that would halt data center development, citing concerns from climate to high energy prices.
www.wired.com
February 6, 2026 at 7:00 PM
Red and blue states alike have introduced legislation in recent weeks that would halt data center development, citing concerns from climate to high energy prices. www.wired.com/story/new-yo...
Reposted by Zaddy Tony
A cartoon by Dan Misdea. #NewYorkerCartoons
February 6, 2026 at 7:00 PM
A cartoon by Dan Misdea. #NewYorkerCartoons