I build and share quantitative models that *attempt* to predict future S&P 500 returns. All models are wrong, but some are useful.
Seattle, WA
Joined June 2022
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S&P 500 Signals retweeted
#earnings for the week of November 2, 2026
earningswhispers.com/calweek
$AAPL $PLTR $AMD $DIBS $APP $AEHR $QCOM $AMC $SHOP $MRNA $SMCI $TXG $UBER $LITE $COHR $CHKP $KTOS $NVTS $ANET $FSLY $AAOI $BMRN $VSH $NET $OKLO $DOCS $TEM $PFE $CIFR $EL $CAVA $RIOT $BKNG $TEAM $NVO $ABNB $ETN $BXSL $MPC $FN $GFS $DDOG $MP $U $IREN $FISV $BROS $RUN $ALAB $ARM
ALT The most anticipated earnings releases for the week of November 2, 2026, are Apple #AAPL, Palantir Technologies #PLTR, Advanced Micro Devices #AMD, 1stDibs #DIBS, AppLovin #APP, Aehr Test Systems #AEHR, Qualcomm #QCOM, AMC Entertainment #AMC, Shopify #SHOP, and Moderna #MRNA.
S&P 500 Signals retweeted
BREAKING: Iran directly rejects today's reports of a US-Iran deal breakthrough, saying "no new developments have occurred in this regard."
Oil prices crashed nearly 8% today based on the false claim of a breakthrough.
Iran says "definitely no new events or actions will take place" until the US fulfils all of Iran's 7 conditions.
S&P 500 Signals retweeted
🇺🇸 *ORACLE FILES TO OFFER $10B OF COMMON STOCK - BBG
*ORACLE SHARES EXTEND DROP TO 3.5% AFTER $10B STOCK OFFERING
S&P 500 Signals retweeted
IRAN'S FOREIGN MINISTER ARAQCHI ON TALKS WITH QATARI MEDIATORS: NEGOTIATIONS ARE ONGOING AND PROGRESSING, BUT WE HAVE NOT YET REACHED A DEFINITIVE CONCLUSION
S&P 500 Signals retweeted
BREAKING: An unidentifiable aircraft has just rapidly slammed into the ground in Palm Beach County, Florida, causing a crater in the roadway and debris spread across the street.
The crash is roughly 7 miles from Trump's Mar-a-Lago estate in Palm Beach and comes as US military air defense systems have been deployed around Mar-a-Lago.
S&P 500 Signals retweeted
Iran announces talks are underway to reopen the Strait of Hormuz within 2 days, as its foreign minister calls a U.S. offer of dialogue a "positive step." $USO
“Low” P/Es don’t matter if the “E” built into the equity will decline in the future. Just a reminder.
S&P 500 Signals retweeted
Jim Cramer says next week "might be even worse" for tech stocks
"Next week might be even worse, some crazy volatility, a lot of emotion"
"I'm greatly concerned that we could see a slew of anti-data center politicians come in and stop projects"
"The Neocloud companies have a lot to lose here because they have nothing to fall back on"
The Nasdaq just closed its worst month since March 2025, with the midterms Tuesday and a decision on Iran expected Wednesday, as $CRWV $NBIS $QQQ wait on the results
The calendar is doing the selling now
via @MadMoneyOnCNBC, featuring @jimcramer
Certainly seeing productivity gains. Financial modeling, legal assessments, research, graphic design, and coding all much faster (based on my own experience).
This quoted post is unavailable.
S&P 500 Signals retweeted
A breakthrough has been reached in U.S.-Iran negotiations following Qatari-led mediation, Al-Araby Al-Jadeed reports, citing sources familiar with the talks.
A U.S. delegation is expected to join Iranian negotiators in Doha for direct talks after preliminary understandings were reached on Iran's nuclear program, navigation through the Strait of Hormuz and financial incentives for Iran, with China and Russia expected to serve as guarantors of a potential agreement.
S&P 500 Signals retweeted
US REPORTEDLY PREPARING SHORT, INTENSE IRAN STRIKES ON NOVEMBER 4
The Trump administration has reportedly warned Gulf allies to prepare for potential US strikes on Iran as early as November 4, one day after the midterm elections, according to MS NOW.
Gulf states are reportedly urging de-escalation, while the US continues reinforcing its military presence in the region.
S&P 500 Signals retweeted
Trump is reportedly planning to restart war with Iran after the election.
Some of us have been briefed on the war plan. And while I cannot disclose any details, I can say this: the plan is insane. It will not achieve objectives and will set off a new cycle of escalation.
S&P 500 Signals retweeted
Nomura desk: Levered ETF selling now $41.2B , 2nd highest on record - Only Jun 5th 2026 was higher at -$51B
I look at Fidelity customer orders every day and read JP Morgan’s Retail Radar each week. No one wants to own anything but tech.
S&P 500 Signals retweeted
Mag 7 with DeMark Sequential sell Countdown 13 at the top. Now with downside Countdown in progress - more on Hedge Fund Telemetry
S&P 500 Signals retweeted
Higher AI adoption is now associated with weaker employment growth and higher unemployment, per Goldman Sachs
$SOXL Good lord
THIS IS MIND-BLOWING:
The 3x leveraged long US semiconductor ETF, $SOXL, posted +$6.1 BILLION in inflows this week, the largest weekly intake EVER.
This is DOUBLE the previous weekly record inflow set in June this year.
This brings month-to-date inflows into $SOXL up to +$5.1 billion, on track for its 2nd-biggest monthly inflows ever recorded.
Meanwhile, $SOXL prices dropped -33% this week, its largest weekly decline since March 2025.
The level of speculation in this market is insane.
