(((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

Ultimi post

(((The Daily Shot))) ✓@SoberLook16 Sep

@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 →

(((The Daily Shot))) ✓@SoberLook15 Sep

@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 →

(((The Daily Shot))) ✓@SoberLook15 Sep

@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 →

(((The Daily Shot))) ✓@SoberLook15 Sep

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 →

(((The Daily Shot))) ✓@SoberLook4 Sep

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 Daily Shot))) ✓@SoberLook3 Sep

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 →

(((The Daily Shot))) ✓@SoberLook3 Sep

@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 →

(((The Daily Shot))) ✓@SoberLook3 Sep

@SoberLook @felixavp @bcaresearch Agreed 14 views · 0 likes · 0 reposts · 0 replies Open on X →

(((The Daily Shot))) ✓@SoberLook2 Sep

@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 →

(((The Daily Shot))) ✓@SoberLook2 Sep

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 →

(((The Daily Shot))) ✓@SoberLook2 Sep

@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 →

(((The Daily Shot))) ✓@SoberLook2 Sep

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 →

(((The Daily Shot))) ✓@SoberLook2 Sep

@SoberLook @felixavp @bcaresearch don't show this chart to @edzitron 244 views · 2 likes · 0 reposts · 0 replies Open on X →

(((The Daily Shot))) ✓@SoberLook2 Sep

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 →

Rispetto ad account della stessa dimensione

14 post degli ultimi 90 giorni, accanto alla fascia di 100K–1M follower. sotto i pari sia per copertura sia per interazione.

Visualizzazioni mediane251questo account5 983mediana per 100K–1M

Copertura, %0.15%questo account1.49%mediana per 100K–1M

Interazione, %0.45%questo account0.93%mediana per 100K–1M

Metrica	Questo account	Mediana per 100K–1M	Rapporto
Visualizzazioni mediane per post	251	5 983	0.04×
Copertura (visualizzazioni ÷ follower)	0.15%	1.49%	0.10×
Tasso di interazione	0.45%	0.93%	0.48×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

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

143 Sep

7.8K

5.9K4 Sep

15.5K15 Sep

258

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.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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