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David Taggart @davidtaggart.bsky.social · 01/10/2026

make of these what you will but it appears like an interesting setup into the new quarter

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David Taggart @davidtaggart.bsky.social · 01/10/2026

My long term version of the same oscillator. Normal has a 10-Day lookback, longer term has a 30-Day lookback. 4%

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David Taggart @davidtaggart.bsky.social · 01/10/2026

My version of the S&P Oscillator, but instead of the raw reading it is percent ranked 9%

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David Taggart @davidtaggart.bsky.social · 01/10/2026

SPX and the NYSE 10-Day Up/(Up+Down) volume

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David Taggart @davidtaggart.bsky.social · 01/10/2026

21-Day sum of the original WON distribution day definition. 1%+ down day with higher volume than previous day

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David Taggart @davidtaggart.bsky.social · 01/10/2026

% of SP500 stocks above their 200-Day SMA and SPX . Red horizontal line is lined up with the last reading

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David Taggart @davidtaggart.bsky.social · 01/10/2026

SPX and the NYSE Momentum Index. And it is droppin like its hot, and has been declining for several months now

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David Taggart @davidtaggart.bsky.social · 01/10/2026

NYSE Comp Index and the McClellan Summation Index

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David Taggart @davidtaggart.bsky.social · 01/10/2026

Combined NYSE and NASDAQ A/D Line and SPX. Yes, there are issues with the NASDAQ A/D line over time (it is trash) but you can see how the market shifted hard since 2021

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David Taggart @davidtaggart.bsky.social · 01/10/2026

Some 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

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David Taggart @davidtaggart.bsky.social · 14/08/2026

Sorry 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

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David Taggart @davidtaggart.bsky.social · 08/08/2026

The 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...

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David Taggart @davidtaggart.bsky.social · 05/08/2026

If you go down the Niederhoffer rabbit hole-and it is a deep and interesting one-you will no doubt read about some risk management miscues, but don't let that stop you from learning a lot and just enjoying it all. He is a legend and one of the more interesting men in the world.

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David Taggart @davidtaggart.bsky.social · 05/08/2026

His trading legacy-I dont know him or his family irl so I cant speak on that-he was the Tiger of quant trading. The Spec Cubs-if you will-include a long list of successful traders. Best known are his brother Roy, Monroe Trout, Toby Crabel, but if you dig you will find a LOT more

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David Taggart @davidtaggart.bsky.social · 05/08/2026

As the Opalesque obit mentions he has hosted the site dailyspeculations.com/wordpress/ for ages. It has tons of good stuff on trading, life, and other things. He had a lot of interests, a lot of friends, and they ranged across all fields.

dailyspeculations.com

Daily Speculations

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David Taggart @davidtaggart.bsky.social · 05/08/2026

He wrote a lot but he has two books Education of a Speculator is pure gold. One of the better books I have ever read. Practical Speculation-Somewhere between his philosophy and a how to book, it is more a study of how to go about quantifying things.

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David Taggart @davidtaggart.bsky.social · 05/08/2026

RIP 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

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David Taggart @davidtaggart.bsky.social · 29/07/2026

adding this just to show where this cycle has gone

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David Taggart @davidtaggart.bsky.social · 29/07/2026

in chart #2-ISM-PMI and SOX/SPX Ratio YoY you can see the full history of the indicator. Last time we were at current levels was in the dot com days. Not saying we need a dot com style crash from here, just that we are indeed in rarified air.

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David Taggart @davidtaggart.bsky.social · 29/07/2026

As opposed to the previous two charts this one is using monthly data so the SOX/SPX Ratio YoY is using the end of June and won't update for a few days.

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David Taggart @davidtaggart.bsky.social · 29/07/2026

Haven'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.

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David Taggart @davidtaggart.bsky.social · 21/07/2026

The beginning of the end July 1998 II

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David Taggart @davidtaggart.bsky.social · 21/07/2026

Refiners are extended here but crack spreads at this level are like....crack

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David Taggart @davidtaggart.bsky.social · 21/07/2026

Institutional Investor December 1990 the movies were not lying about Wall Street in the 80's lol

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David Taggart @davidtaggart.bsky.social · 21/07/2026

Ralph Wagner-legendary fund manager and author of A Zebra in Lion County-on what he does with his personal portfolio

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David Taggart @davidtaggart.bsky.social · 21/07/2026

PE 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.

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David Taggart @davidtaggart.bsky.social · 21/07/2026

I don't smoke and never wear a vest...but this pic of Sanford Bernstein has me rethinking all of that

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David Taggart @davidtaggart.bsky.social · 21/07/2026

Once 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

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David Taggart @davidtaggart.bsky.social · 21/07/2026

Jim Grant on NYC Rent Control Barrons April 21, 1975

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David Taggart @davidtaggart.bsky.social · 21/07/2026

For 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

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David Taggart @davidtaggart.bsky.social · 21/07/2026

A tale as old as time. From blue zone diets to missing kids. Accurate data matters.

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David Taggart @davidtaggart.bsky.social · 21/07/2026

Dreyfus did a lot of good ads over the years. This is one of them

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David Taggart @davidtaggart.bsky.social · 21/07/2026

I choose to believe that Nolan did Oppenheimer first and then Odyssey because he was inspired by Leon Levy.

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