Eddy Elfenbein
@EddyElfenbein
Portfolio Manager
Nothing gets people angry quite like good economic news.
The S&P 500 just closed above the 20-day MA for 60 days in a row, the longest streak since '98. Going back 50 yrs, this has happened 4 other times. Up a yr later between 20% and 26%. Never lower 3 months later. It is what it is, yet another clue this bull market has legs.
My great-grandfather who worked as a "breaker boy" down in the mines.

The idea of Powell resigning is very unwise. The FOMC is a committee and there's no evidence that removing Powell would alter any votes at the Fed.
S&P 500 Total Returns by Decade Broken out by sources of return
FICO CEO: Seeing 'Race to the Bottom' in Lender Choice youtube.com/watch?v=bKuZPr…
"Abbott Laboratories CEO calls post-earnings stock decline ‘a little bit of an overreactio" cnbc.com/2025/07/17/abb…
After Pledging to Keep Prices Low, Amazon Hiked Them on Hundreds of Essentials wsj.com/business/retai…
Elon Musk’s Empire Is Creaking Under the Strain of Elon Musk bloomberg.com/news/features/…
$100 tax on anyone under 25 who uses the word "literally."
If the only thing you knew about a movie is that its audience score at RottenT was much higher than the critics, would that make you more likely to see it, or not?
The S&P has been above its 20 day moving average for 59 straight days. Pullback next week? ⬇️
.... are you retarded? You should perhaps look into who actually built it. Holy Christ.
russia's banks are a mess bloomberg.com/news/articles/…
"In 1981, the median age of all homebuyers was 36. Today, it’s 56." - derekthompson.org/p/how-the-hous…
Danaher beat the market for 30 years, but has lagged badly this decade.
