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(((The Daily Shot)))

@SoberLook

The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://nitter.gq/t.co/HjT4hq9I8N).

 USA
TheDailyShot.com
Joined November 2011
  • Tweets31.9K
  • Following279
  • Followers171K
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Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)Photo by (((The Daily Shot))) (@SoberLook)
Unlike its Big Tech peers, Apple has avoided a comparable surge in AI infrastructure spending. Source: @a16z
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Augur Infinity (@AugurInfinity) profile picture
Augur Infinity
@AugurInfinityNov 8
The S&P 500’s forward P/E ratio has fallen below one standard deviation above its long-term average.
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AI costs are declining faster than those of previous transformative technologies. Source: @EugeneNg
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Energy and technology, the S&P 500’s two best-performing sectors in 2026, have exhibited a negative one-year return correlation, potentially marking the first such divergence between annual sector leaders in 54 years. Source: @NDR_Research
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Augur Infinity (@AugurInfinity) profile picture
Augur Infinity
@AugurInfinityNov 7
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Nov. 6, 2026). #economy
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The UK is missing out on the tech investment boom. Source: nitter.gq/ArchieHall/status/2118…
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Archie Hall (@ArchieHall) profile pictureArchie Hall
@ArchieHallNov 5
AI will be the first tech capex boom that Britain misses out on in the modern era
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Variant Perception’s Macro Risk Indicator has slipped from the “Risk-On” regime to neutral. Source: @VrntPerception
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Goldman Sachs’ Vol Panic Index surged back into the panic zone.
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Around the world, it now takes more years of full-time pay to buy a typical home. Source: reddit.com/r/dataisbeautiful…
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The semiconductor sector is trading at record-low forward P/E levels. Source: Goldman Sachs via @WallStJesus
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Variant Perception (@VrntPerception) profile picture
Variant Perception
@VrntPerceptionOct 26
Our leading indicators show that both global growth and inflation impulses are now firmly negative. The chop we have seen in our global growth diffusion has ended with a clear negative impulse. This suggests both growth and inflation surprises are biased negative over the next 6 months.
Image from Variant Perception (@VrntPerception)
Image from Variant Perception (@VrntPerception)
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New-home inventory stands at 8.5 months of supply, but completed new homes represent just two months of supply, compared with 5.8 months in early 2009. Source: @EPBResearch
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Unlike the dot-com bubble, when global technology stocks surged far ahead of earnings, the current rally has been supported by stronger earnings growth. Source: @steve_donze
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Friday night has become just another weeknight in terms of socialization. Source: @jameslynch32
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US government interest expenses are among the highest in the developed world relative to GDP. Source: @bcaresearch
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Anthropic is estimated to generate more quarterly revenue than established corporate giants including Intel, Uber, Coca-Cola, and Netflix. Source: @BoringBiz_
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France has the OECD’s second-highest ratio of public pension spending to GDP, behind only Italy. Source: @Reuters
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Augur Infinity (@AugurInfinity) profile picture
Augur Infinity
@AugurInfinityOct 24
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 23, 2026). #economy
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The profit margin expansion in the US has been broad-based. Source: @bcaresearch
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Augur Infinity (@AugurInfinity) profile picture
Augur Infinity
@AugurInfinityOct 23
It is uncommon to lose money over a one-year horizon on 2-year Treasuries. h/t @FinancialTimes ft.com/content/7cd54d93-eff8…
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