VOL. I · NO. 119 · standardpoorly.comSAT · MAY 30 · 2026FORWARD HORIZON · 1 d / 1 wk / 1 mo / 3 mo
STANDARD Poorly
"All the correlations that are barely fit to print"
● LIVE FORECASTSP-4317SPY 20-day SMA+11% (30d)·252d+2.1% 60%SP-18052-Year Treasury Yield (daily)+6% (30d)·252d−6.0% 64%SP-212210Y Treasury Yield+4% (30d)·126d−2.6% 58%SP-186130-Year Treasury Yield (daily)+3% (30d)·126d−2.5% 60%SP-4550CNN Fear & Greed Index (equities)+4% (30d)·63d+3.1% 73%SP-4911Crypto Fear & Greed Index-12% (30d)·126d+1.8% 59%SP-28398-K Filing Velocity (S&P 500)-100% (30d)·126d−1.4% 57%SP-2527Banking Total Loans & Leases (weekly H.8)+5% (30d)·252d−5.0% 62%
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ALL-IN
Featured · Bestie Buys · pundit-portfolio tracker
4 of 4 besties beat SPY· +24.6pp 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
+24.6pp
4 of 4 hosts beat SPY individually · sum-of-independent-books · BALANCED methodology
Net P&L
+$455K
on $400K deployed
Public-market calls graded
256
across 6 years of pod episodes
History
2020 →
updated 2026-05-30
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
  • QCOMQUALCOMM Incorporated+24.36%
  • SPOTSpotify Technology S.A.+22.46%
  • ZSZscaler, Inc.+20.10%
Losers
  • INTUIntuit Inc.-19.55%
  • COINCoinbase Global, Inc.-15.09%
  • MSTRStrategy Inc-14.46%
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 →

— Proprietary Composites —

methodology · how computed →

Four indices we build ourselves from underlying signals — fear, consumer spending, macro stress, and overall chaos. Each rolls up 2–8 component indicators with documented weights. Each gauge runs from the “good” side (green) toward the “bad” side (red), so a marker drifting toward red is the part to pay attention to. Click any tile for the constituent breakdown.

— Coming up · events with active pre-event signals —

how this works →
Jun 17 · in 48 days63d lookback

FOMC meeting (Powell announcement)

3.1%historical avg in the quarter leading up to past events
+8.9%actual SPY move so far (29 days into the window)
already exceeded the historical move
based on 81 prior occurrences
Jun 19 · in 50 days63d lookback

Triple witching

2.9%historical avg in the quarter leading up to past events
+9.7%actual SPY move so far (27 days into the window)
already exceeded the historical move
based on 40 prior occurrences
Jun 30 · in 61 days63d lookback

Mercury retrograde begins

5.2%historical avg in the quarter leading up to past events
+9.6%actual SPY move so far (19 days into the window)
already exceeded the historical move
based on 31 prior occurrences

— 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 →

StandardtechnicalSP-4317

SPY 20-day SMA

737.4 11%vs ~6 weeks ago
20-day simple moving average of SPY close. Short-term trend baseline.
last fired 3 days ago

When this fires, SPY averaged +2.1% over the next year — moving in the same direction as the signal 60% of the time.

+0.55%SPY 1 d into the 1 yr window so far
51%
−0.00%
1 d
52%
−0.00%
1 wk
52%
−0.12%
1 mo
54%
+0.28%
3 mo
57%
+0.73%
6 mo
60%
+2.1%
1 yr
Standardcurrencies_ratesSP-1805

2-Year Treasury Yield (daily)

4.01 6%vs ~6 weeks ago
Short-end of the curve Fed-policy expectations.
last fired 8 days ago

When this fires, SPY averaged -6.0% over the next year — moving in the opposite direction as the signal 64% of the time.

Signature window1 yr
+0.66%SPY 1 d into the 1 yr window so far
48%
−0.03%
1 d
54%
−0.12%
1 wk
56%
−0.47%
1 mo
59%
−1.5%
3 mo
60%
−3.1%
6 mo
64%
−6.0%
1 yr
Standardcurrencies_ratesSP-2122

10Y Treasury Yield

4.46 4%vs ~6 weeks ago
10-year US Treasury yield (in %).
last fired 8 days ago

When this fires, SPY averaged -2.6% over the next six months — moving in the opposite direction as the signal 58% of the time.

Signature window~4 mo(cell shown is 6 mo — Analyst tier shows the precise horizon)
+0.66%SPY 1 d into the 6 mo window so far
49%
−0.02%
1 d
52%
−0.09%
1 wk
53%
−0.31%
1 mo
56%
−1.1%
3 mo
58%
−2.6%
6 mo
58%
−4.4%
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.

Standardcurrencies_ratesSP-1861

30-Year Treasury Yield (daily)

5.03 3%vs ~6 weeks ago
Long-end of the curve long-term inflation + term premium.
last fired 10 days ago

When this fires, SPY averaged -2.5% over the next six months — moving in the opposite direction as the signal 60% of the time.

Signature window6 mo
+1.8%SPY 1 wk into the 6 mo window so far
OPPOSITE OF HISTORY
50%
−0.02%
1 d
53%
−0.09%
1 wk
53%
−0.38%
1 mo
57%
−1.2%
3 mo
60%
−2.5%
6 mo
57%
−4.8%
1 yr
StandardsentimentSP-4550

CNN Fear & Greed Index (equities)

60.2Greed 5%vs ~6 weeks ago
CNN's traditional-markets fear & greed composite, daily.
last fired 6 weeks ago

When this fires, SPY averaged +3.1% over the next trading quarter — moving in the same direction as the signal 73% of the time.

+0.91%SPY 1 wk into the 3 mo window so far
OPPOSITE OF HISTORY
54%
−0.04%
1 d
61%
−0.26%
1 wk
65%
+0.83%
1 mo
73%
+3.1%
3 mo
67%
+3.8%
6 mo
50%
1 yr
StandardsentimentSP-4911

Crypto Fear & Greed Index

23.0Extreme Fear 12%vs ~6 weeks ago
alternative.me composite, daily back to 2018-02-01.
last fired 4 weeks ago

When this fires, SPY averaged +1.8% over the next six months — moving in the same direction as the signal 59% of the time.

+2.0%SPY 1 wk into the 6 mo window so far
EXCEEDED HISTORY
52%
+0.04%
1 d
52%
+0.16%
1 wk
56%
+0.40%
1 mo
58%
+0.85%
3 mo
59%
+1.8%
6 mo
53%
+2.0%
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 May 30, 8 PM

Stormy conditions in the forecast for major US metros tomorrow.

79°F avg high9% precip chance81% metros sunny
Today75°Tomorrow79°Mon80°Tue79°Wed80°Thu83°Fri85°

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-5937

US National Precipitation (pop-weighted)

4.74 97%vs ~6 weeks ago
Pop-weighted mean of daily precipitation across top-30 metros (mm).
last fired 6 weeks ago

When this fires, SPY averaged +7.6% 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%
+0.60%
1 mo
67%
+1.8%
3 mo
69%
+3.7%
6 mo
75%
+7.6%
1 yr
Poorlylifestyle_searchSP-3833

Wikipedia: "Recession"

498.0 11%vs ~6 weeks ago
Daily pageviews on the Wikipedia Recession article.
last fired 2 months ago

When this fires, SPY averaged -6.3% over the next year — moving in the opposite direction as the signal 70% of the time.

Signature window1 yr
+12.6%SPY 1 mo into the 1 yr window so far
OPPOSITE OF HISTORY
55%
−0.03%
1 d
58%
−0.18%
1 wk
64%
−0.61%
1 mo
66%
−1.4%
3 mo
69%
−3.6%
6 mo
70%
−6.3%
1 yr
Poorlylifestyle_searchSP-4780

Wikipedia: "Stock market crash"

444.0 20%vs ~6 weeks ago
Daily pageviews anxiety leading indicator.
last fired 4 months ago

When this fires, SPY averaged -5.7% 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%
−0.37%
1 mo
61%
−0.73%
3 mo
61%
−1.9%
6 mo
68%
−5.7%
1 yr
PoorlychaosSP-3150

Days since last Liam Neeson movie

1,199 4%vs ~6 weeks ago
Decay model Liam Neeson cadence proxy.
last fired 4 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
PoorlychaosSP-2884

Days since last Bitcoin halving

770.0 6%vs ~6 weeks ago
Decay-model count since most recent BTC halving for testing "BTC rallies for N days post-halving" hypotheses.
last fired 2.3 years ago

Historically, on fire days, SPY averaged -2.0% over the next six months — moving in the opposite direction as the signal 61% of the time.

Signature window1 yr(cell shown is 6 mo — Analyst tier shows the precise horizon)
+3.2%SPY over the 3 mo after the last fire
OPPOSITE OF HISTORY
53%
−0.03%
1 d
53%
−0.14%
1 wk
57%
−0.48%
1 mo
60%
−1.2%
3 mo
61%
−2.0%
6 mo
49%
−0.39%
1 yr
PoorlychaosSP-2658

Days since last Beyoncé album

791.0 6%vs ~6 weeks ago
Decay model · Beyoncé surprise-drop cadence.
last fired 7.1 years ago

Historically, on fire days, SPY averaged -2.4% over the next six months — moving in the opposite direction as the signal 61% of the time.

Signature window1 yr(cell shown is 6 mo — Analyst tier shows the precise horizon)
+0.15%SPY over the 3 mo after the last fire
OPPOSITE OF HISTORY
49%
−0.02%
1 d
53%
−0.11%
1 wk
54%
−0.33%
1 mo
58%
−1.3%
3 mo
61%
−2.4%
6 mo
59%
−2.5%
1 yr