Jonathan Rose

Gas prices down again... $4.125 AAA

S&P 500 indicated -0.7% on Hyperliquid vs 4pm Friday. Back to where it was Thursday morning

2-5% inflation is great for stocks

$AMZN getting very close to $MSFT in market cap (for the No. 4 slot)

For a moment, Energy was the best S&P 500 sector since the 2024 election

US P/E ratio 20.2x ex-US 14.6x

Extremely stable interest rates the last 3 years

AAA gas price history & projection (applying a $0.90 adder to RBOB futures)

Claude is really great at getting to step 9 out of 10, then saying I hit my daily limit

Aggregate Weekly Hours Worked.. ticked down the last 2 months after hitting a record high

CPI Goods less Energy & Food: 1.2% YoY in March

S&P 500 forward EPS estimates... another record high this week

Tech Valuations Back to Pre-AI Boom Levels Torsten at Apollo

Rate vol continues lower... $MOVE

Go out a couple months, and WTI crude oil is under $85

1-year returns: $NVDA +75% $GOOGL +108% $AAPL +37% $AMZN +32% $META +15% $TSLA +38% $MSFT -3%

Concentration of S&P 500 market cap and earnings in the 10 largest index constituents... gap closing...

Can't rule out triple digits around DC/just south on Wednesday

Market breadth has actually ticked lower GS

Johnson Redbook retail sales YoY trending higher since mid-2023