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Mike Zaccardi, CFA, CMT

@mikezaccardi.bsky.social

23 Following35.7k Followers

Financial writer. Markets & charts. Open to freelance or full-time work. 2 Corinthians 5:21

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@mikezaccardi.bsky.socialOct 12, 2026, 2:46 PM

Diesel pump prices down to $5.70 around me... but $6.50+ Great Lakes, Northeast, west coast GasBuddy GasBuddyguy

@mikezaccardi.bsky.socialOct 12, 2026, 2:26 PM

What's going on with European small caps? GS

@mikezaccardi.bsky.socialOct 12, 2026, 2:12 PM

Sept inflation.. expecting +0.6% CPI, +0.2% core

@mikezaccardi.bsky.socialOct 12, 2026, 2:11 PM

Global EPS revisions remain positive, though leveling out a bit ahead of the Q3 reporting season GS

@mikezaccardi.bsky.socialOct 12, 2026, 1:57 PM

Goldman sees Brent at $75 in 12 months

@mikezaccardi.bsky.socialOct 12, 2026, 1:37 PM

European #natgas .. new highs back to December 2022

83 euro/MWhr

@mikezaccardi.bsky.socialOct 12, 2026, 1:36 PM

Visa another record high $V

@mikezaccardi.bsky.socialOct 12, 2026, 1:34 PM

Chip stocks on their back foot to kick off the week @finviz_com $SMH -1.6%

@mikezaccardi.bsky.socialOct 12, 2026, 1:31 PM

Citi US Eco Surprise Index remains firmly positive @yardeni

@mikezaccardi.bsky.socialOct 12, 2026, 1:11 PM

$SBUX not buying $CMG :(

@mikezaccardi.bsky.socialOct 12, 2026, 1:06 PM

Terrible chart I made, but the spinoff factor has done the best during the bull market.. large-cap growth, momentum strong. Small craps, US min vol worst factors last 4 years @koyfincharts

@mikezaccardi.bsky.socialOct 12, 2026, 12:55 PM

Diesel futures remain about 60 cents off the high 4 weeks ago

@mikezaccardi.bsky.socialOct 12, 2026, 12:55 PM

Oil HoD ... Brent near $107

@mikezaccardi.bsky.socialOct 12, 2026, 12:48 PM

Best country ETF in the last 4 years? $SPY $EWY $EWT.... nope! Poland $EPOL @Koyfincharts

@mikezaccardi.bsky.socialOct 12, 2026, 12:44 PM

Go Jags?

@mikezaccardi.bsky.socialOct 12, 2026, 12:11 PM

Diesel only about a quarter off the highs

@mikezaccardi.bsky.socialOct 12, 2026, 12:08 PM

No shortage of volatility catalysts this week

@conorsen.bsky.socialOct 12, 2026, 11:17 AMReposted by @mikezaccardi.bsky.social

It seems very unlikely that by 2028 we’ll return to low interest rates/low inflation or be able to minimize the broad-based importance of AI, and that hasn’t really changed the nature of partisan platforms yet.

@carlquintanilla.bsky.socialOct 12, 2026, 11:22 AMReposted by @mikezaccardi.bsky.social

This may be what JPM meant last week when they wrote: “October is beginning to look a lot like April.”

@bobeunlimited.bsky.social ⛽️
substack.com/@bobeunlimit...

@mikezaccardi.bsky.socialOct 12, 2026, 11:56 AM

BofA: The 3m guidance ratio was 2.3x in September... the strongest reading since 2021 Tech & Industrials have had the strongest guidance trends over the last three months “Weak demand” mentions have been trending down

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