(((The Daily Shot))) ✓
@SoberLook · USA · joined 28 Nov 2011
The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
170 205Followers
279Following
31 828Posts total
62KViews on collected posts
Latest posts
Looking for new posts…
@SoberLook Growth holding up makes all the difference there, otherwise it's just pure multiple compression.
72 views · 0 likes
· 0 reposts · 0 replies
Open on X →
@SoberLook Consistent with 2022. Yields rose sharply, but it was the deteriorating growth picture that damaged equities, not the yields themselves.
9 views · 0 likes
· 0 reposts · 0 replies
Open on X →
@SoberLook Nominal gdp growing at 8%. 5% yields does nothing to economy. wake me up at 7%
258 views · 1 likes
· 0 reposts · 0 replies
Open on X →
Do rising yields hurt stocks?
This chart focuses exclusively on periods when yields were rising and further divides them based on whether growth was strengthening or weakening. The distinction is clear: rising yields were a meaningful headwind for stocks when accompanied by https
15.5K views · 96 likes
· 14 reposts · 14 replies
Open on X →
Europe’s smallest firms face implied costs of capital above 60%, versus roughly 40% for US peers, constraining their capacity to finance and scale profitable growth.
Source: Center for Economic Policy Research via @SnippetFinance https://t.co/uyKyEfyIyF
5.9K views · 24 likes
· 0 reposts · 6 replies
Open on X →
The technology sector is now more capital-intensive than the mining sector.
Source: @TaviCosta https://t.co/Ph95V6KYhr
7.8K views · 68 likes
· 8 reposts · 3 replies
Open on X →
@SoberLook Bubbles are consensus by the time the polls say so. The 20% who say it isn't are the last buyers. So what clears this faster — rates or earnings?
27 views · 0 likes
· 0 reposts · 0 replies
Open on X →
@SoberLook 80% anxiety. Nvidia margins at 70%. They aren't in a bubble, they're renting the future and charging admission to watch it depreciate faster than their capex hits the P&L. sit with that number while you buy your call options on regret.
23 views · 0 likes
· 0 reposts · 0 replies
Open on X →
80% of Daily Shot readers believe AI-related stocks are in a bubble, with a growing share expecting the bubble to be sustained for at least the next 12 months.
Source: The Daily Shot https://t.co/QpATQ3KGE0
8K views · 19 likes
· 2 reposts · 4 replies
Open on X →
@SoberLook @felixavp @bcaresearch For the Ai Bears everything is negative. Hyperscalers make lots on investments…. »terrible », earnings and top Line great… »unsustainable »
74 views · 2 likes
· 0 reposts · 0 replies
Open on X →
AI-related financing has accounted for essentially all growth in global capital-markets issuance.
Source: iCapital Investment Strategy Group https://t.co/lGXctgFYrQ https://t.co/z2VuswWcXr
7.9K views · 33 likes
· 9 reposts · 7 replies
Open on X →
@SoberLook @felixavp @bcaresearch don't show this chart to @edzitron
244 views · 2 likes
· 0 reposts · 0 replies
Open on X →
AI-related investment gains increasingly flatter hyperscaler earnings, with “other income” rising to 54% of pretax income. Excluding other income, the adjusted profit margins are closer to 20%.
Source: @felixavp, @bcaresearch https://t.co/6pKvZgLKf7
16.2K views · 95 likes
· 19 reposts · 8 replies
Open on X →
Against accounts of the same size
14 posts from the last 90 days, next to the 100K–1M follower range. below its peers on both reach and engagement.
Median views251this account5 983median for 100K–1M
Reach, %0.15%this account1.49%median for 100K–1M
Engagement, %0.45%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 251 | 5 983 | 0.04× |
| Reach (views ÷ followers) | 0.15% | 1.49% | 0.10× |
| Engagement rate | 0.45% | 0.93% | 0.48× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
16.2K2 Sep
244
7.9K
74
8K
23
143 Sep
27
7.8K
5.9K4 Sep
15.5K15 Sep
258
9
7216 Sep
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.81%2 Sep
0.82%
0.63%
2.70%
0.35%
0.00%
0.00%3 Sep
0.00%
1.03%
0.51%4 Sep
0.84%15 Sep
0.39%
0.00%
0.00%16 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes59.0%340 in total
Reposts9.0%52 in total
Replies7.3%42 in total
Quotes3.6%21 in total
Bookmarks21.0%121 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
Similar accounts
Tobey Maguire
@TobeyMaguire
340.4K followers
· 23 posts
Francisco Arias C
@PanchoArias2012
340.4K followers
· 43.3K posts
Pedro Assunção ✓
@loud_braboxp
340.4K followers
· 2.2K posts
The Wine Wankers 🍾🤛🎉🥂 ✓
@winewankers
340.4K followers
· 74K posts
الأمــيـرَةُ_𝑨𝒍_𝑨𝒎𝒊𝒓𝒂𝒉 ✓
@4_2_0_2
340.4K followers
· 6.3K posts
Bluntz ✓
@Bluntz_Capital
340.4K followers
· 33.4K posts
Qari Saeed Khosty
@SaeedKhosty
340.4K followers
· 11.3K posts
Strategi + Bisnis ✓
@Strategi_Bisnis
340.3K followers
· 84.3K posts