Private Investor, Former Coach

Rancho Mirage, CA
Joined March 2010
.@GoldmanSachs Risk Appetite Index - @SoberLook
1
131
.@GoldmanSachs U.S. Current Activity Indicator - @SoberLook
1
135
Rob Hager retweeted
Texas manufacturing output growth slowed in October, according to business executives responding to the Federal Reserve Bank of Dallas’ Texas Manufacturing Outlook Survey. dallasfed.org/research/surve…
3
1
2
947
🇺🇸 Our daily underlying growth estimate has been stable at around 2.9%, well above potential growth.
1
2
11
1,160
ANTHROPIC S-1 is LIVE. Read it here: sec.gov/Archives/edgar/data/…
2
6
1,711
Rob Hager retweeted
The Chicago Fed National Activity Index (CFNAI) increased to +0.07 in September from –0.08 in August, indicating economic growth increased. The index is a weighted average of 85 indicators of growth in national #economic activity. #CFNAI
2
5
1,118
Adoption rate of past technologies - @SoberLook @Fidelity @MikeZaccardi
2
172
Baker Hughes Oil Rig Count - @SoberLook @bakerhughesco
155
Consolidated Equity Positioning - @SoberLook @DeutscheBank
140
Japan Household Credit Demand - @SoberLook
158
Michigan Consumer Sentiment Index - @SoberLook @UMich
2
129
Rob Hager retweeted
The forward 12-month P/E ratio for $SPX is 18.7, which is below the 5-year average (19.8) and below the 10-year average (19.1). #earnings, #earningsinsight, bit.ly/4skOAZB
5
25
3
155
12,906
Key Events This Week: 1. September New Home Sales data - Tuesday 2. October Fed Meeting and Rate Decision - Wednesday 3. Microsoft, $MSFT, and Alphabet, $GOOGL, Report Earnings - Wednesday 4. September PCE Inflation data - Thursday 5. US Q3 2026 GDP Data - Thursday 6. Amazon, $AMZN, and Intel, $INTC, Report Earnings - Thursday 7. ~20% of S&P 500 Companies Report Earnings This Week Buckle up for one of the busiest weeks of the year.
188
306
48
2,312
292,395
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 23, 2026). #economy
1
4
1
21
4,163
Alphabet, Microsoft, Amazon & Intel among those reporting next week: 💻 Tech: $GOOGL $MSFT $AMZN $INTC $NOW 🏭 Industrials: $BA $CAT $UPS $GEV $WM 🛒 Consumer: $KO $SBUX $MDLZ $CL 🏦 Financials: $V $MA $UBS $HSBC ⚡ Energy: $XOM $CVX $SHEL $TTE 💊 Healthcare: $LLY $MRK $ABBV $AZN 📡 Telcos: $VZ $TMUS More at TheTranscript.Substack.com
7
18
4
73
19,534
Rob Hager retweeted
"This month’s decline in the Current Conditions subindex was driven entirely by buying conditions for durables, which plunged 18% on the basis of higher interest rates and rising concerns about the affordability of such purchases. Purchasing power continues to dominate consumer views of the economy. Sentiment is now 10% below a year ago and 15% less than February, just prior to the Iran conflict." - UMich consumer sentiment
2
1
1
7
2,148
Rob Hager retweeted
Consumer sentiment held at a weak 48.0 in October, down 10.4% from a year ago. Current conditions plunged 8.3%, while inflation expectations rose to 4.7% for the next year. High interest rates and affordability concerns continue squeezing households.
2
2
602
Pretty clear message out the US Manufacturing PMI. Employment hit its highest level since 2012 while output prices advanced to another high in October. For factories at least, this looks like an inflationary boom.
9
24
1
99
10,977