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Commercial
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Right now's Compound and Pals is dropped at you by State Avenue Funding Administration and SPY:
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The Compound and Pals:
On at the moment’s present, we talk about:
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Banks and Personal Credit score Conflict After Dimon's Cockroach Barb
Charts:
Tweets/Bluesky:
Retail been smashing calls for twenty-four consecutive weeks and document excessive final week.
— Tom (@TradingThomas3)
9:53 PM • Oct 15, 2025
Purchase The Dip Crowd.
“Single inventory inflows have been the Fifth-largest in historical past and the largest ever for every week the market was down no less than 1%.”
Supply: BofA
— Connor Bates (@ConnorJBates_)
9:38 PM • Oct 15, 2025
The excellent news is that earnings are doing the heavy lifting as we enter 12 months 4 of this bull market. Following Friday’s decline, the P/E ratio is simply up 1% year-over-year, whereas earnings are up 11%. That is in step with my expectation at the start of the 12 months that after two
— Jurrien Timmer (@TimmerFidelity)
2:00 PM • Oct 16, 2025
Invoice Baruch:
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