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NickTomasAZ

@ntomas67

Market Junkie navigating the markets. 15yrs experience B2B and municipal sales. 20yrs+ trading. Author of forthcoming book: $ituational Awareness.

 Scottsdale, AZ
the-economy-tracker.beehiiv.com/
Joined September 2018
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  • Followers712
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I have a confession to make. I wrote a book to help make economic cycles more clear to the typical person and am in the final edit now. Due to this, I just launched a new Substack as an accompaniment. Welcome to The Rhythm of the System. open.substack.com/pub/rhythm…
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History does indeed rhyme.
Troy Senik (@troy_senik) profile pictureTroy Senik
@troy_senikNov 2
Look, there'll be a day when I have no more Grover Cleveland cards left to play, but our previous non-consecutive president got triumphantly reelected in 1892 and then suffered the biggest House losses in history in the 1894 midterms.
Image from Troy Senik (@troy_senik)
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While a 165K jobs added in Oct (according to the first reading) sounds great, it does not mean the economy is out of the woods. 262K were created in Feb 2020 and 237K in Jan 2020. Pre-Covid (2012-2019) average is 197K per month.
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Hey, Donald Trump. You just got your ass whooped in one of the worst midterm election results in history. What are you going to do now? DJT: "The absolute dumbest and most divisive thing I can think of."
Bloomberg (@business) profile pictureBloomberg
@businessNov 6
BREAKING: President Donald Trump said he was tapping longtime aide Stephen Miller as his new chief of staff with Susie Wiles set to move to his political operation bloomberg.com/news/articles/…
Trump Taps Stephen Miller to Replace Wiles as Chief of Staff

Trump Taps Stephen Miller to Replace Wiles as Chief of Staff

President Donald Trump said he was tapping longtime aide Stephen Miller as his new chief of staff with Susie Wiles set to move to his political operation.

bloomberg.com
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Thanks @TPUSA
Seung Min Kim (@seungminkim) profile pictureSeung Min Kim
@seungminkimNov 6
WASHINGTON (AP) — Arizona Democrats gain a trifecta to control the state House, Senate and governor’s office for first time in 60 years.
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Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineNov 6
MICROSOFT IS WINDING DOWN ITS DEAL TO RENT AI CLOUD CAPACITY FROM ORACLE $ORCL: BLOOMBERG
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NickTomasAZ retweeted
Equity Clock (@EquityClock) profile picture
Equity Clock
@EquityClockNov 6
Employment in the US actually expanded by 1.023 million, or 0.6% (NSA), last month, which is just shy of the 0.7% increase that is normal for October. An abnormal expansion in the Manufacturing economy heading into the fall offset ongoing weakness in Oil/Gas extraction, Construction, Information, Telecommunications, Financial Activities, and Leisure/Hospitality segments, many of which have struggled from the high cost of borrowing/living. $STUDY $MACRO #Economy #Employment #NFP
Image from Equity Clock (@EquityClock)
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You know who's not surprised by this market and were positioned for it? These guys. @JasonP138 @kashyap286 Fill your knowledge gap with the Holy Macro Show. Live now.
Against All Odds Research (@JasonP138) profile pictureAgainst All Odds Research
@JasonP138Nov 6
The AI house of cards is starting to collapse. The 10 largest stocks make up 37.3% of the S&P 500. What happens when they all start falling together? Join @kashyap286 and me LIVE at 10 AM NYC for Holy Macro. youtube.com/watch?v=4IO3ivu3…
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Statements from Trump and Cramer tonight are making things look good for tomorrow. A gap down would be ideal. $SPY
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The Inner Circle Trading Group DP David Prince (@epictrades1) profile pictureThe Inner Circle Trading Group DP David Prince
@epictrades1Nov 5
Cramer negative most of tech this evening including semis, datacenter & cybersecurity stocks. "Raise cash if you don't have it and sell datacenter related names. "
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Philip Melanchthon Wegmann (@PhilipWegmann) profile picturePhilip Melanchthon Wegmann
@PhilipWegmannNov 5
Scoop: The White House delivered a warning to conservative groups on Thursday: We’re watching you wsj.com/politics/elections/w…
Exclusive | White House Warns Conservative Groups It Is ‘Monitoring’ Their Statements

Exclusive | White House Warns Conservative Groups It Is ‘Monitoring’ Their Statements

President Trump’s advisers moved to hold together a coalition that was beginning to splinter.

wsj.com
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I'm still bitter that Walley Capital is taken. @justinboss24
Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineNov 5
Walleye Capital will return part of its capital and cut most of its internal equity long/short teams after its worst month since March 2020, per its client letter.
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RELEASE THE SHORTS!!! $SPY
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NickTomasAZ (@ntomas67) profile pictureNickTomasAZ
@ntomas67Nov 5
Lower target hit. Now give us the snap back. $SPY
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Nasdaq getting close to hitting first circuit breaker.
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$ALB Holding up well with today's market pressure.
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Don't worry, everyone. The economy is strong and the consumer is in great shape. 😂
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Lower target hit. Now give us the snap back. $SPY
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NickTomasAZ (@ntomas67) profile pictureNickTomasAZ
@ntomas67Nov 5
Nice opening 15min candle. $SPY
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Nice opening 15min candle. $SPY
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How badly did Republicans get beat in midterms? This bad.👇
Polymarket (@Polymarket) profile picturePolymarket
@PolymarketNov 5
JUST IN: Alabama elects its first transgender state lawmaker in history.
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Great synopsis of how Trump's hubris killed the MAGA movement. How Trump lost the midterms—and brought on one of the most decisive repudiations of a president in modern history. wsj.com/politics/policy/how-… via @WSJ
How Trump Lost the Midterms

How Trump Lost the Midterms

The Iran war, gas prices and Trump’s miscalculations led to one of the most decisive repudiations of an American president.

wsj.com
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NickTomasAZ retweeted
Johan Norberg (@johanknorberg) profile picture
Johan Norberg
@johanknorbergNov 4
As I was saying in April 2025: You do tariffs, you lose Congress.
Johan Norberg (@johanknorberg) profile pictureJohan Norberg
@johanknorberg8 Apr 2025
History says the GOP should be terrified of the electorate now: McKinley tariff 1890: The House flipped midterms from R +7 to D +147. In 1892, D secured unified control of gov for first time in 34 years. Smoot-Hawley 1930: In midterms, D gain of 52. In 1932, D unified control.
Image from Johan Norberg (@johanknorberg)
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👀 $SMH
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