Market didn’t deliver the expected bounce into the three-day weekend. 2
While CPI appears benign, the widening spread between CPI and PPI since October is a critical inflation signal for stocks, potentially explaining the pea…
📌 X Insight Update[x_fin] (2026/02/04 10:59)
I anticipate a 5% pullback in $SPY between now and March. This correction will feel amplified as high-beta retail names could plunge 3-4x the index’s decline. 1
📌 X Insight Update[x_fin] (2026/01/24 10:24)
Global copper consumption is ~30M tons/year, with recycling at only ~4M tons. This significant deficit implies high future demand, especially with ~3% GDP growth and ongoing electrification trends 1.