David Taggart @davidtaggart.bsky.social · 01/10/2026Some breadth charts, and in case you have missed it breadth has been trash for a while now....and yet the SP500 is just off ATH's NYSE A/D Line 100
David Taggart @davidtaggart.bsky.social · 14/08/2026Sorry this is a few days late but Tuesday was the 10th anniversary of the August 11th 2016 Ruby Tuesday earnings call. That is the call where Buddy Fox called in and asked how the murder of Harambe affected the restaurant during Q2 of that year. #MarketHistory 010
David Taggart @davidtaggart.bsky.social · 08/08/2026The Speculator as Hero-Victor Niederhoffer There is an edited version of the WSJ original at this link but here is the original as well 1/2 www.fff.org/explore-free... 140
David Taggart @davidtaggart.bsky.social · 05/08/2026RIP Vic Niederhoffer One of the more colorful people we've had in this business. An OG quant, ran $ for Soros, and had a long list of successful traders that spent time in his shop over the years. Also a fantastic writer and tweeter We are diminished www.opalesque.com/715778/Victo...opalesque.com 151
David Taggart @davidtaggart.bsky.social · 29/07/2026Haven't posted these on here for a few months SOX/SPX Ratio YoY is usually a leading indicator on both daily and monthly time frames, and it usually leads both the market, PMI, and actual semi-billings. But its record is better leading the market vs the billings. 110
David Taggart @davidtaggart.bsky.social · 21/07/2026Refiners are extended here but crack spreads at this level are like....crack 010
David Taggart @davidtaggart.bsky.social · 21/07/2026Institutional Investor December 1990 the movies were not lying about Wall Street in the 80's lol 093
David Taggart @davidtaggart.bsky.social · 21/07/2026Ralph Wagner-legendary fund manager and author of A Zebra in Lion County-on what he does with his personal portfolio 130
David Taggart @davidtaggart.bsky.social · 21/07/2026PE and VC don't give enough thanks to the HF world for the incentive fee. A.W. Jones was out there doing God's work and doesn't get enough credit for that part. 110
David Taggart @davidtaggart.bsky.social · 21/07/2026I don't smoke and never wear a vest...but this pic of Sanford Bernstein has me rethinking all of that 010
David Taggart @davidtaggart.bsky.social · 21/07/2026Once someone writes the book about Richard Rainwater I would love it if they went down the William Berkley rabbit hole as well he pops up regularly in the 70's, 80's, and 90's but only as a paragraph here and there. From what I have gathered he crushed it 010
David Taggart @davidtaggart.bsky.social · 21/07/2026Jim Grant on NYC Rent Control Barrons April 21, 1975 100
David Taggart @davidtaggart.bsky.social · 21/07/2026For an ad this is about as good as it gets in terms of timing May 12, 1975 only 6 months off THE bottom Went up a bit from here before chopping sideways for the next few years before really taking off in 1982 000
David Taggart @davidtaggart.bsky.social · 21/07/2026A tale as old as time. From blue zone diets to missing kids. Accurate data matters. 011
David Taggart @davidtaggart.bsky.social · 21/07/2026Dreyfus did a lot of good ads over the years. This is one of them 000
David Taggart @davidtaggart.bsky.social · 21/07/2026I choose to believe that Nolan did Oppenheimer first and then Odyssey because he was inspired by Leon Levy. 100
David Taggart @davidtaggart.bsky.social · 01/07/2026Interesting case. If you can figure out that it was only a few accounts you might be able to sue unknown people for insider trading against you. Go SIG!!! idk 000
David Taggart @davidtaggart.bsky.social · 01/07/2026@matt-levine.bsky.social I assume you have seen this but if not I think you will like it SIG is suing unknown entities for insider trading assets.bwbx.io/documents/us... 010
David Taggart @davidtaggart.bsky.social · 01/07/2026Haven't posted these in a bit. The rotation you have hopefully noticed seems to be very real across these and a stack of other charts we look at. The last chart in this thread gives some hope that it continues SP500/SP500 Equal Weight Ratio 110
David Taggart @davidtaggart.bsky.social · 14/06/2026I had no expectations going in so Pressure was a good surprise. Interesting and well done WW2 movie about when to go in on D-Day. If you're interested in WW2, weather, or bad stats then you will enjoy it as well. 000
David Taggart @davidtaggart.bsky.social · 05/06/2026I would say that history is going to remember him as a hack. But history wont remember him as anything 030
David Taggart @davidtaggart.bsky.social · 04/06/2026Ebola for the humans, screwworms for the cattle, and cwd-chronic wasting disease for the deer. Good times 040
David Taggart @davidtaggart.bsky.social · 04/06/2026@alexrubalcava.bsky.social LA high speed chase ktla.com/news/local-n...ktla.comL.A. deputies in high-speed pursuit of driverDeputies with the Los Angeles County Sheriff’s Department are in pursuit of a driver Wednesday afternoon. The suspect, behind what appears to be a KIA that’s allegedly been reported sto… 010
David Taggart @davidtaggart.bsky.social · 29/05/2026Artists are dropping off the Great American State Fair concert schedule every day. Wonder who actually ends up performing 110
David Taggart @davidtaggart.bsky.social · 18/05/2026A lot of you were not even born last time Japan saw 10-Yr yields up here and yes it makes me feel old af to say that since it was last there in 1996 aka 30 years ago 170
David Taggart @davidtaggart.bsky.social · 16/05/2026The U of Arizona clips of everyone booing Eric Schmidt are hilarious The voting that will be coming down the road against big tech is going to be crazy Might be the first thing since WW2 that actually unites the people for a common cause lol 061
David Taggart @davidtaggart.bsky.social · 14/05/2026Since hitting a low of 1% on 4/20/26 the % of SP500 stocks hitting 20-Day lows has been climbing and hit 27.5% yesterday despite the SP500 hitting a new ATH 100
David Taggart @davidtaggart.bsky.social · 14/05/2026Misery Index is finally starting to pop a bit. Can you imagine how bad the \ part of the K will be when this gets even to the historical average (red line)? datacenter/ai build is going to run into a brick wall when/if this gets going. The people are not happy 000
David Taggart @davidtaggart.bsky.social · 12/05/2026If you are into cycles... CPI is still tracing it out 121
David Taggart @davidtaggart.bsky.social · 12/05/2026TSA Daily Checkpoint numbers are down -1.40% YoY after peaking back in March. 000
David Taggart @davidtaggart.bsky.social · 12/05/2026This "yield index" was one of the first things I ever did in Excel while figuring out yield curves (2000 or 2001?) Not exactly cutting edge but as a trend tool it has been more useful than something this simple has any business being Anyways as with most yield charts it's pointing to higher yields 000
David Taggart @davidtaggart.bsky.social · 12/05/2026Semis seem to have caught up with Semi Billings 120
David Taggart @davidtaggart.bsky.social · 07/05/2026Sun Tzu has rolled so much in his grave he has probably dug to the earths core by now 000
Reposted by David TaggartMichael R Strain @michaelrstrain.bsky.social · 04/05/2026🚨New paper. 🧵Our baseline estimate implies that preserving trust in the integrity and quality of official statistics generates economic benefits of about $25 for every $1 spent on the U.S. Bureau of Labor Statistics's budget. cc: @nickbloom.bsky.social, @ericagroshen.bsky.social, #econsky 325790
David Taggart @davidtaggart.bsky.social · 04/05/2026I am not sure if AI is in a clear bubble because none of the AI companies have put AI on their board, or if the top can't be in until they put AI on their board. But the fact that AI is not all over the place in the age of AI is kind of sad. Iverson is a legend 010
David Taggart @davidtaggart.bsky.social · 03/05/2026I can get on team Plumbert. He seems like a real g. 110
David Taggart @davidtaggart.bsky.social · 29/04/2026do we have polls over here? doesnt look like it 000
David Taggart @davidtaggart.bsky.social · 29/04/2026He won't leave until it is truly 100% dropped and in the rear view mirror. Donald "Jesus" Trump did this to himself 020
David Taggart @davidtaggart.bsky.social · 29/04/2026Feb 11th was the Pam Bondi top and it has not been hit since. Feb 12th was the last day that the Dow even touched 50k What a game 000
David Taggart @davidtaggart.bsky.social · 28/04/2026Hope your passports dont expire for a while cause this is coming. not joking sadly 82510
