VOL. I · NO. 119 · standardpoorly.comSUN · JUL 19 · 2026FORWARD HORIZON · 1 d / 1 wk / 1 mo / 3 mo
STANDARD Poorly
"All the correlations that are barely fit to print"
● LIVE FORECASTSP-2251Grid Demand — New York region+36% (30d)·63d−2.5% 64%SP-3114Data-Center Alley Demand (PJM)+42% (30d)·252d−15.1% 81%SP-2268Grid Demand — California region+14% (30d)·252d−4.7% 58%SP-2217Grid Demand — New England region+25% (30d)·63d−2.5% 64%SP-2404Grid Demand — Central region+16% (30d)·21d−0.76% 58%SP-2403Grid Demand — Mid-Atlantic region+42% (30d)·63d−2.1% 61%SP-2432Grid Demand — Midwest region+30% (30d)·63d−2.0% 59%SP-18542-Year Treasury Yield (daily)+2% (30d)·252d−6.0% 64%
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ALL-IN
Featured · Bestie Buys · pundit-portfolio tracker
3 of 4 besties beat SPY· +7.5pp aggregate vs SPYOpen the books →

Every public-market call the All-In Podcast hosts have made for six years. Translated to a portfolio. Audited.

Each host gets their own synthetic book. We use the date+price they actually spoke on, not the pod release date. We exclude jokes and OBSERVE-only mentions. Every record on the books has a 🚩 button so readers can flag misattribution — the audit trail is the brand.

Sum of books vs SPY
+7.5pp
3 of 4 hosts beat SPY individually · sum-of-independent-books · BALANCED methodology
Net P&L
+$410K
on $400K deployed
Public-market calls graded
288
across 6 years of pod episodes
History
2020 →
updated 2026-07-19
Plus we track Brad Gerstner (the "5th bestie") on his own pod BG2 Buys — and roll all of them into a 6-host cross-pod portfolio (+143pp under BALANCED). Toggle methodologies on the BYOB chooser.
Independent · not affiliated with All-In Podcast · editorial / nominative use

Market newslive

Live broad-market headlines from Alpaca / Benzinga. Refreshes every 60 seconds.
No recent headlines for SPY, QQQ, IWM, GLD in the last 7 days.
— Today's movers —full list →
Gainers
  • LCIDLucid Group, Inc.+13.93%
  • TRVThe Travelers Companies, Inc.+9.22%
  • UVXYProShares Ultra VIX Short-Term Futures ETF+8.81%
Losers
  • ISRGIntuitive Surgical, Inc.-14.15%
  • CDNSCadence Design Systems, Inc.-9.47%
  • SNPSSynopsys, Inc.-7.85%
Industrial Pulse · hedge-fund alt-data · headline free, depth paid

EPA hazardous-waste tonnage tracks production
in 7 sectors of US industry.

We pull every US hazardous-waste manifest and aggregate by parent ticker. The result tracks each ticker's production output — monthly, in near-real-time — with 92% directional agreement, Spearman ρ = +0.635, p < 0.001 across the 13-ticker validated set. Hedge funds pay $10–50K/yr for normalized equivalents. We make the full history readable free; Analyst tier gets each new monthly release 7 days early (when EPA drops manifests, paid sees day-0, free sees day-7) plus the composite index, per-facility breakdown, and >1σ alerts.

Flagship tickers
Open the indicator family →

— Standard signals· what's signaling now —

view:

The standard tier — macro, credit, commodities, equities, technicals. Indicators that fired in the last 120 days with the strongest historical track record. Sorted by deviation-from-chance × recency. The kind of data a Bloomberg terminal would carry. Browse the full universe →

Standardenergy_activitySP-2251

Grid Demand — New York region

516,223 36%vs ~6 weeks ago
EIA-930 New York region electricity demand (MWh/day).
last fired 4 days ago

When this fires, SPY averaged -2.5% over the next trading quarter — moving in the opposite direction as the signal 64% of the time.

−0.54%SPY 1 d into the 3 mo window so far
51%
−0.01%
1 d
53%
−0.17%
1 wk
59%
−0.98%
1 mo
64%
−2.5%
3 mo
53%
−1.6%
6 mo
54%
−3.4%
1 yr
Standardenergy_activitySP-3114

Data-Center Alley Demand (PJM)

3,166,882 42%vs ~6 weeks ago
PJM interconnection electricity demand (MWh/day) — includes Dominion-VA "Data-Center Alley," the densest data-center corridor on earth; a proxy for AI/data-center capex load growth.
last fired 2 weeks ago

When this fires, SPY averaged -15.1% over the next year — moving in the opposite direction as the signal 81% of the time.

+1.4%SPY 1 wk into the 1 yr window so far
OPPOSITE OF HISTORY
55%
−0.06%
1 d
62%
−0.32%
1 wk
69%
−1.3%
1 mo
76%
−3.8%
3 mo
78%
−7.3%
6 mo
81%
−15.1%
1 yr
Standardenergy_activitySP-2268

Grid Demand — California region

1,023,356 14%vs ~6 weeks ago
EIA-930 California region electricity demand (MWh/day).
last fired 4 days ago

When this fires, SPY averaged -4.7% over the next year — moving in the opposite direction as the signal 58% of the time.

−0.54%SPY 1 d into the 1 yr window so far
53%
+0.03%
1 d
55%
−0.16%
1 wk
58%
−0.53%
1 mo
56%
−1.1%
3 mo
57%
−2.3%
6 mo
58%
−4.7%
1 yr
— Newsletter · Standard Poorly dispatch —

Timely market signals you won't find elsewhere. Plus the occasional “Poorly”-proven correlation we tripped over in the data — pork futures → McRib launches → Bitcoin, that kind of thing. Cadence: when the data warrants it. Usually weekly.

Standardenergy_activitySP-2217

Grid Demand — New England region

373,744 25%vs ~6 weeks ago
EIA-930 New England region electricity demand (MWh/day).
last fired 2 weeks ago

When this fires, SPY averaged -2.5% over the next trading quarter — moving in the opposite direction as the signal 64% of the time.

+1.4%SPY 1 wk into the 3 mo window so far
OPPOSITE OF HISTORY
51%
+0.03%
1 d
48%
−0.12%
1 wk
58%
−0.88%
1 mo
64%
−2.5%
3 mo
54%
−1.3%
6 mo
48%
−2.2%
1 yr
Standardenergy_activitySP-2404

Grid Demand — Central region

1,020,432 16%vs ~6 weeks ago
EIA-930 Central region (SPP corridor) electricity demand (MWh/day).
last fired 10 days ago

When this fires, SPY averaged -0.76% over the next trading month — moving in the opposite direction as the signal 58% of the time.

−0.13%SPY 1 wk into the 1 mo window so far
EXCEEDED HISTORY
51%
+0.03%
1 d
54%
−0.13%
1 wk
58%
−0.76%
1 mo
57%
−1.6%
3 mo
48%
−1.6%
6 mo
48%
−2.5%
1 yr
Standardenergy_activitySP-2403

Grid Demand — Mid-Atlantic region

3,166,882 42%vs ~6 weeks ago
EIA-930 Mid-Atlantic region (PJM corridor incl. Data-Center Alley) electricity demand (MWh/day).
last fired 2 weeks ago

When this fires, SPY averaged -2.1% over the next trading quarter — moving in the opposite direction as the signal 61% of the time.

+1.4%SPY 1 wk into the 3 mo window so far
OPPOSITE OF HISTORY
51%
−0.01%
1 d
53%
−0.13%
1 wk
58%
−0.84%
1 mo
61%
−2.1%
3 mo
48%
−0.32%
6 mo
49%
−2.2%
1 yr

— Poorly · signals nobody else is tracking —

Weather, sports outcomes, App Store ranks, Mercury retrograde, McRib comebacks. Same statistical treatment as Standard — just signals other publications don't bother to track. Some have edge, some don't; we publish either way.

☁ Weather outlook · 20 metros · pop-weightedvia NOAA NWS · forecast as of Jul 19, 12 PM

Stormy conditions in the forecast for major US metros tomorrow.

88°F avg high8% precip chance79% metros sunny
Today86°Tomorrow88°Tue88°Wed87°Thu86°Fri87°Sat88°

We track historical SPY response to national weather patterns via US National Precipitation (pop-weighted). Forecast above is editorial framing, not a trade signal. See the indicator for the historical pattern + fire history.

PoorlyweatherSP-6350

US National Precipitation (pop-weighted)

1.41 19%vs ~6 weeks ago
Pop-weighted mean of daily precipitation across top-30 metros (mm).
last fired 3 months ago

When this fires, SPY averaged +7.7% over the next year — moving in the same direction as the signal 75% of the time.

Signature window1 yr
+3.5%SPY 1 mo into the 1 yr window so far
EXCEEDED HISTORY
54%
+0.03%
1 d
57%
+0.15%
1 wk
63%
+0.61%
1 mo
67%
+1.9%
3 mo
70%
+3.7%
6 mo
75%
+7.7%
1 yr
Poorlylifestyle_searchSP-4085

Wikipedia: "Recession"

528.0 9%vs ~6 weeks ago
Daily pageviews on the Wikipedia Recession article.
last fired 7 weeks ago

When this fires, SPY averaged -6.5% over the next year — moving in the opposite direction as the signal 70% of the time.

Signature window1 yr
−1.3%SPY 1 mo into the 1 yr window so far
EXCEEDED HISTORY
55%
−0.03%
1 d
58%
−0.18%
1 wk
64%
−0.62%
1 mo
66%
−1.5%
3 mo
70%
−3.7%
6 mo
70%
−6.5%
1 yr
Poorlylifestyle_searchSP-5032

Wikipedia: "Stock market crash"

560.0 20%vs ~6 weeks ago
Daily pageviews anxiety leading indicator.
last fired 5 months ago

When this fires, SPY averaged -5.8% over the next year — moving in the opposite direction as the signal 68% of the time.

Signature window1 yr
+6.8%SPY 3 mo into the 1 yr window so far
OPPOSITE OF HISTORY
52%
−0.04%
1 d
55%
−0.07%
1 wk
61%
−0.38%
1 mo
61%
−0.83%
3 mo
61%
−1.9%
6 mo
68%
−5.8%
1 yr
PoorlyweatherSP-4984

Dallas Precipitation

Total daily precipitation (Dallas, mm).
last fired 8 weeks ago

When this fires, SPY averaged -4.9% over the next year — moving in the opposite direction as the signal 67% of the time.

Signature window1 yr
−2.9%SPY 1 mo into the 1 yr window so far
EXCEEDED HISTORY
53%
−0.02%
1 d
54%
−0.10%
1 wk
58%
−0.38%
1 mo
61%
−1.1%
3 mo
63%
−2.3%
6 mo
67%
−4.9%
1 yr
PoorlyweatherSP-5032

Denver Precipitation

Total daily precipitation (Denver, mm).
last fired 2 months ago

When this fires, SPY averaged -4.9% over the next year — moving in the opposite direction as the signal 66% of the time.

Signature window1 yr
+0.31%SPY 1 mo into the 1 yr window so far
OPPOSITE OF HISTORY
53%
−0.02%
1 d
55%
−0.11%
1 wk
59%
−0.47%
1 mo
61%
−1.2%
3 mo
63%
−2.4%
6 mo
66%
−4.9%
1 yr
PoorlychaosSP-3150

Days since last Liam Neeson movie

1,248 4%vs ~6 weeks ago
Decay model Liam Neeson cadence proxy.
last fired 6 months ago

When this fires, SPY averaged -6.0% over the next year — moving in the opposite direction as the signal 66% of the time.

Signature window1 yr
+4.1%SPY 3 mo into the 1 yr window so far
OPPOSITE OF HISTORY
49%
−0.03%
1 d
55%
−0.18%
1 wk
59%
−0.78%
1 mo
64%
−2.4%
3 mo
64%
−4.0%
6 mo
66%
−6.0%
1 yr