That70s Da @That70sDa

Born in the '70s. Survived every boom and bust since the '90s. Sharing what I learned the hard way — so you don't have to. Not financial advice. that70sda.substack.com Joined February 2026

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That70s Da @That70sDa

16 hours ago

Either one would redraw this map fast. Tomorrow: which inning the AI build-out is actually in, scored. Saturday: how much of the money in today's leaders owns the business, and how much is only renting. Full piece: that70sda.substack.com/p/the-safe-pla… - That70s Da.

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That70s Da @That70sDa

17 hours ago

The one that also reads the news thinks energy's lead is getting old and health care's is the cleaner move - and it isn't calling a turn in tech yet. What I'm watching: chips closing back above that 600 ceiling, and whether the 10-year eases.

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That70s Da @That70sDa

17 hours ago

Every few months money gets up from one set of chairs and sits down in another. People call it sector rotation. I've started watching it closely enough that it gets its own corner here. This is the first one.

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That70s Da @That70sDa

17 hours ago

Full piece, with the dashboard numbers behind it: that70sda.substack.com/p/two-autumns-… Not financial advice. Just someone who has watched a couple of these tells play out both ways. - That70s Da.

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That70s Da @That70sDa

17 hours ago

What I'm watching: the corporate-bond gap widening past about 0.6%, breadth slipping under 40%, the 10-year closing above roughly 5.25%. Breadth past 45% and the gap closing would move me the other way. I'll report what I see.

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That70s Da @That70sDa

18 hours ago

A calm fear gauge on top of a nervous bond market is not a new picture. Two autumns looked a lot like tonight - 1998 and 2007 - and they ended in very different places. An Era file thread.