🇺🇸 Mortgage Payments vs. Rent as a % of Household Income (1970-2025)

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🇺🇸 Which states pay the most for electricity?

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🇺🇸 The S&P 500 Equal Weight ETF ($RSP) has essentially gone nowhere over the past year.

All the action is occurring in the megacaps & the AI bubble.

I'm really trying to drive this home: breadth is not going well.

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🇺🇸 These are the only counties that voted more Democratic in 2024 than in 2020, shaded by percent increase.

Can I just say Colorado and Utah are two of the sketchiest states in the Union?

🇺🇸 CHART WATCH 🇺🇸

🇺🇸 Berkshire Hathaway ($BRK.B) has been raising cash for three years.

12 straight quarters of net sales.

📊 CHART WATCH 📊

🇺🇸 Thank God they saved all those people by moving them from mental hospitals to prisons.

We could've just reformed the hospitals, but I guess that's too big an ask for Boomers & their parents.

📉 CHART WATCH 📈

🇮🇱💥🇱🇧 The prediction market for how long Israel's aggression against Lebanon is going to last...

70% of the crowd thinks it continues through Wednesday. There aren't any further days yet, so we might interpret this as Wednesday through indefinitely.

🎱 CHART WATCH 🎱

💥🇮🇱💥 How many countries will Israel bomb this November?

Half the market says 2. I suppose that's fair. 1 is extremely optimistic. 3 is a real dark horse at 12%. They could do 3 no problem if they get going...

🎱 CHART WATCH 🎱

🇪🇺 European inflation came in slightly over consensus.

Headline inflation was 2.1% year over year, while core inflation reached 2.4%.

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🇰🇷 The South Korean KOSPI Index is putting in quite the performance year-to-date, appreciating by 75%.

That's about 80.5% in dollars, propelled by strong growth in its two largest companies—SK Hynix (251% YTD) and the 4th largest Asian corporation, Samsung (109%)—as well as in defense, shipbuilding, batteries, and fintech.

KOSPI is the second best performing primary national index over the past quarter century, averaging 7% per annum.

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🌎 The Returns Leaderboard for the month of October 2025 (in USD)

🥉 EM Equities 🇰🇷🇻🇳 (+4.2%)

🥈 The NASDAQ 100 🇺🇸 (+4.7%)

🥇 The Magnificent 7 🇺🇸 (+5.6%)

🔽 Japanese Yen 💲 (-4.1%), Bitcoin 💰 (-4%), Chinese Equities 🇨🇳 (-3.8%)

🔼 CHART WATCH 🔽

🇺🇸 Who will be the 2025 NFL Champion? Kalshi's prediction market points to the Chiefs.

Kansas City Chiefs 18%
Detroit Lions 12%
Buffalo Bills 11%
Green Bay Packers 10%
Philadelphia Eagles 10%
Indianapolis Colts 8%

🏈 CHART WATCH 🏈

🇺🇸 America's Wealth by Generation

This is something else. They'll point to compounding and that's a multiplier, but in reality, it's more the fact that Boomers did two key things: (1) they bought assets in an era of gratuitous public spending and thus immense inflation and (2) they demanded the government borrow from the future to prevent a real recession in their lifetimes.

What's the result? The Silent Generation's depleted pensions still carry more weight than the sum of Millennial wealth.

📊 CHART WATCH 📊

🇺🇸 Restaurant stocks are taking a beating in 2025...

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🇺🇸 Accordingly, the Restaurant ETF is approaching its Liberation Day lows.

$EATZ has suffered a 20% drawdown from its all-time high in July.

🍽 CHART WATCH 🍽

🇺🇸 Action in the indices today...

The Nasdaq led. The S&P was also positive. The Russell lost a third of a point; the Dow lost almost half of one.

📈 CHART WATCH 📈

🇺🇸 The S&P 500 ($SPY) is up about 14.6% this year. A lot of that upside has been in the technology sector ($XLK) is up 26.62%, and the Mag 7 ($MAGS) are up 25.56% YTD.

The S&P 500 Excluding Technology ($SPXT) is only up 9.88%, and excluding the Mag 7, the S&P 493 is up 12.10% on the year.

🌐 CHART WATCH 🌐

🌎 Trick-or-Treat Around the World: origin of traditions around the world where children go door to door for treats

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🌎 Countries That Celebrate Halloween

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