I might be too pessimistic. After recent Goldilocks economic reports, maybe we don’t get either a hard landing or soft landing. Maybe we get NO landing.
Wall of worry: Inflation falling, yet Fed says too slowly to be done hiking rates…. Economy and payroll growing, yet economists (and the yield curve) say recession is coming. Conditions are worrisome BUT: aren’t they consistent with what you’d expect heading for a soft landing?
The battery just ran out on my HP12C. Never gave it much thought, but I’ve used this calculator for 40 years. Still functional, looks current. Bet not many other consumer electronic devices out today will have that kind of run!
A few banks may have issues like SVB, but only a few. Govt actions removed reasons for bank runs. Biggest banks have much tougher regulation and stress testing. Anxiety and volatility high, but sharply lower interest rates, fed likely on hold, are strong positives for markets.
I imagine Jay Powell and the rest of the Fed Governors are right now sitting with a thesaurus trying to find the word that means “pause” or “not pause,” depending on who’s listening.
Seems EVERYONE negative on the mkt with sticky inflation, more rate hikes, other bad stuff ahead. Yet…inconceivable for all pundits to be right, but often all are wrong. Positives may be lurking. Fed pause, Ukraine truce, China lockdown end, etc. Sentiment can shift suddenly.
Seems EVERYONE negative on the mkt with sticky inflation, more rate hikes, other bad stuff ahead. Yet…inconceivable for all pundits to be right, but often all are wrong. Positives may be lurking. Fed pause, Ukraine truce, China lockdown end, etc. Sentiment can shift suddenly.
No shock that the pace of change is picking up at the PGA. You don’t have to care a whit about golf to draw the broader economics lesson: that competition drives innovation!
No shock that the pace of change is picking up at the PGA. You don’t have to care a whit about golf to draw the broader economics lesson: that competition drives innovation!
Hats off to the P/E lobby! After all these years and budget crises, the highest paid people still pay the lower capital gains tax on earnings from their labor. I agree their activity helps the economy, but so does the labor of truck drivers, teachers and construction workers!
Hats off to the P/E lobby! After all these years and budget crises, the highest paid people still pay the lower capital gains tax on earnings from their labor. I agree their activity helps the economy, but so does the labor of truck drivers, teachers and construction workers!
This Supreme Court is more activist than any we've had in decades, something conservatives have traditionally railed against. But I guess conservatives don’t mind this type of activism.
Dial back a bit the negativity on the economic outlook. If I’m managing a big company of course I’m prepping for the worst. But the economy is starting from a strong place, with more jobs than takers, and is adjusting to higher rates. Riskier times, but may yet land softly.
Inflation fighting is mostly the fed’s show, but there’s stuff for rest-of-gov to do, e.g: expand immigration to increase labor force; subsidize child care for labor participation; eliminate some tariffs; provide less hostile regulation for energy sourcing and transportation….
Companies shud take policy positions core to their biz, and have a responsibility to advocate for policies that protect their employees and fight those that hurt them. But forcing companies into the “blue” or “red” side of every divisive issue will hurt our economy and country.
In 1967 Florida granted special governance and tax status to Disney World. Maybe that was bad policy. But to revoke it because @GovRonDeSantis objects to Disney’s position on unrelated legislation smacks of govt retaliation for exercising free speech. Bad look for a conservative.
In 1967 Florida granted special governance and tax status to Disney World. Maybe that was bad policy. But to revoke it because @GovRonDeSantis objects to Disney’s position on unrelated legislation smacks of govt retaliation for exercising free speech. Bad look for a conservative.
As shown by Russia’s war that unites the West and China’s zero-covid policy that crashes its economy, hard to get dictators to back off policy mistakes even when folly is clear. Our free speech/democratic/free market system is messy, but forces us to confront reality and adapt.
220K Followers 3K FollowingWelcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
164K Followers 2K FollowingCNBC Anchor 7pm ET. 28 year business journalist. Storyteller. Auto racer. Hokie. Believer in science, data & facts. Question everything.
326K Followers 706 FollowingCharles W. Eliot University Professor and President Emeritus at Harvard. Secretary of the Treasury for President Clinton and Director of NEC for President Obama
138K Followers 688 FollowingCIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
95K Followers 2K Followingmarkets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
61K Followers 613 FollowingLead Independent Director of Finance Twitter. Portfolio Mangler. Take each tweet with a grain of sea salt. Not opinions of Bridgewater LLC.
80K Followers 1K FollowingCIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
253K Followers 797 FollowingHost, CNBC's Halftime Report and Closing Bell; Author of “When the Wolves Bite,” Lover of food and DC sports. Fan of the truth.
191K Followers 5K FollowingCo-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
86K Followers 853 FollowingHead of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
60K Followers 1K FollowingHedge Fund manager specialized in energy derivatives. GLORY_WS founder and chairman. Life long learner. 5 MSc. Oxford, Columbia and HEC alumnus
9 Followers 95 FollowingBeauty, cosmetics & personal care Fairies rely on faces to make a living Girls refuse to admit defeat👧ᵕ̈ ᑋᵉᑊ 🔸ℚ𝔹𝔼𝔼𝔽𝕃𝕐 Brand|Quick consultation
175 Followers 2K FollowingCrypto Promoter |DM for promotions,Marketing & Business.
Be Honest to everyone,everywhere & Always.Always take stand for right things.
786 Followers 5K FollowingGallatin Public Affairs. 35th generation Oregonian. Former teacher, Hill & State Caucus COS and DOI appointee. #cigars #orleg #orpol Ls/RTs≠Endor.
463 Followers 764 FollowingData Scientist with passion for AI, Quantitative Finance & Trading. My posts and articles are my own personal views and experiments; not financial advice.
37 Followers 423 FollowingThis account is created to share my vision for the world and hopes for a better tomorrow for EVERYONE! (and I mean EVERYONE!)
2K Followers 2K Following海外生活イギリスとアメリカ両海岸🇯🇵🇬🇧🇺🇸を経て、日本に戻りました バイリンガルの一男一女、犬1匹。SF49ers大応援📣 Used to live in the Bay Area. Raising bilingual kids. Big fan of SF49ers🏈
326K Followers 706 FollowingCharles W. Eliot University Professor and President Emeritus at Harvard. Secretary of the Treasury for President Clinton and Director of NEC for President Obama
3.1M Followers 11K FollowingBreaking news & features from The New York Post. Follow your favorite sections: @pagesix, @nypmetro, @nypostbiz, @nypostsports, @nypfashion, @nypostopinion
62.3M Followers 1K FollowingIt’s our job to #GoThere & tell the most difficult stories. For breaking news, follow @CNNBRK and download our app https://t.co/ceNBoNi8y6
8.8M Followers 405 FollowingUnparalleled reporting and commentary on politics and culture, plus humor and cartoons, fiction and poetry. Get our Daily newsletter: https://t.co/CW0Z2jHao9
4.4M Followers 345 FollowingThe Hill is the premier source for policy and political news. Follow for tweets on what's happening in Washington, breaking news and retweets of our reporters.
782K Followers 558 FollowingMore expert money and health advice, more royal and showbiz exclusives, more brilliant features and commentary. Subscribe to Mail+ today
1.1M Followers 482 FollowingWaPo columnist. Host of CNN's GPS, Sundays @ 10am & 1pm ET in the US. Pre-order my new book, Age of Revolutions, via the link below
703K Followers 220 FollowingOfficial Twitter account of Morgan Stanley. We provide a range of investment banking, securities, investment management & wealth management services worldwide.
761K Followers 49 FollowingOfficial account for the latest company news and updates from Asset Management, Private Banking, Commercial Banking, and the Corporate and Investment Bank.
1.0M Followers 11 FollowingWe are Goldman Sachs. Follow us for the latest in global and local economic progress, firm news, and thought leadership. https://t.co/3FRVF3sdcC
4.0M Followers 411 FollowingWhat you want to know about business. Follow us on Facebook, Instagram, and YouTube. Visit our homepage for the day's top stories.
1.7M Followers 742 FollowingOfficial account for Harvard University. Devoted to excellence in teaching, learning, and research, and to developing leaders who make a difference globally.
25.7M Followers 1K FollowingTop and breaking news, pictures and videos from Reuters. For more breaking business news, follow @ReutersBiz. Our new daily podcast is here: https://t.co/KO0QFy0d3a
63.9M Followers 122 FollowingBreaking news from CNN Digital. Check @cnn for all things CNN, breaking and more. Download the app for custom alerts: https://t.co/8bf79vV51N
20.6M Followers 1K FollowingSign up for our newsletters and alerts: https://t.co/QevH0DLisA | Got a tip? https://t.co/iXIigdOLPr | For WSJ customer support: https://t.co/DZgH9n4vAI
909 Followers 594 FollowingZero-calorie mixer that is delicious, refreshing and natural. Making it simple to stir up and serve inventive cocktails. You're better than vodka soda!
No recent Favorites. New Favorites will appear here.