Tim Gushue
@1t0.bsky.social
Data Scientist
Mastodon: ito@econtwitter.net
Twitter (previously): @ito
Mastodon: ito@econtwitter.net
Twitter (previously): @ito
Pinned
Tim Gushue
@1t0.bsky.social
· Nov 17
I’m more of a social media consumer than a creator, so this account is mostly reposting interesting charts or data I find.
I think data could be more accessible to a wider audience so sometimes I’ll quote post with a comment about why I find it surprising.
I think data could be more accessible to a wider audience so sometimes I’ll quote post with a comment about why I find it surprising.
Reposted by Tim Gushue
Something I hope everyone with a 401k reading this learns: being a bag holder for 13 years and 4 months is totally fine. Seriously. It's not a problem. Your most powerful source of returns as an individual investors is patience and just not worrying about being in a drawdown for a while.
October 20, 2025 at 5:57 PM
Something I hope everyone with a 401k reading this learns: being a bag holder for 13 years and 4 months is totally fine. Seriously. It's not a problem. Your most powerful source of returns as an individual investors is patience and just not worrying about being in a drawdown for a while.
Reposted by Tim Gushue
Goldman looks at how the economy is relying upon the rich continuing to spend money — and how the rich are relying upon stocks continue to rise.
October 1, 2025 at 3:19 PM
Goldman looks at how the economy is relying upon the rich continuing to spend money — and how the rich are relying upon stocks continue to rise.
Reposted by Tim Gushue
“The $ value of ALL call options - put options spiked to a new all-time high. This is concerning for stocks from a long term Risk/Reward perspective.” www.dailychartbook.com/p/764 via @dailychartbook.bsky.social
September 23, 2025 at 1:55 PM
“The $ value of ALL call options - put options spiked to a new all-time high. This is concerning for stocks from a long term Risk/Reward perspective.” www.dailychartbook.com/p/764 via @dailychartbook.bsky.social
Reposted by Tim Gushue
The U.S. has three options for the housing market to return to 2019 levels:
1. Home prices need to drop -40%
2. Incomes need to increase +60%
3. Interest rates need to drop to 2%
1. Home prices need to drop -40%
2. Incomes need to increase +60%
3. Interest rates need to drop to 2%
September 23, 2025 at 3:40 AM
The U.S. has three options for the housing market to return to 2019 levels:
1. Home prices need to drop -40%
2. Incomes need to increase +60%
3. Interest rates need to drop to 2%
1. Home prices need to drop -40%
2. Incomes need to increase +60%
3. Interest rates need to drop to 2%
Reposted by Tim Gushue
BREAKING 🚨: U.S. Housing Market
Home Sellers outnumber Buyers by more than 500,000, the largest gap ever recorded 👀
Home Sellers outnumber Buyers by more than 500,000, the largest gap ever recorded 👀
August 5, 2025 at 11:06 PM
BREAKING 🚨: U.S. Housing Market
Home Sellers outnumber Buyers by more than 500,000, the largest gap ever recorded 👀
Home Sellers outnumber Buyers by more than 500,000, the largest gap ever recorded 👀
Reposted by Tim Gushue
Reposted by Tim Gushue
Love to see data in the real world
July 18, 2025 at 12:28 AM
Love to see data in the real world
Reposted by Tim Gushue
The shocking numbers announced on #LiberationDay have already retreated but the #effective #tariff rate on US imports still sits at its highest level since the 1940s, chart #JPMorganAM
July 16, 2025 at 8:40 AM
The shocking numbers announced on #LiberationDay have already retreated but the #effective #tariff rate on US imports still sits at its highest level since the 1940s, chart #JPMorganAM
Reposted by Tim Gushue
Most people in Mexico and Canada say the United States is their country's greatest threat
www.pewresearch.org/global/2025/...
www.pewresearch.org/global/2025/...
July 12, 2025 at 10:28 PM
Most people in Mexico and Canada say the United States is their country's greatest threat
www.pewresearch.org/global/2025/...
www.pewresearch.org/global/2025/...
Really useful page from the Bureau of Labor and Statistics on job openings by industry over time.
Openings rates are over 5% of the labor force in sector for Accommodation & Food Services, Arts/Entertainment/Media, Health Care & Social Assistance, Information (mostly Tech), and Professional & Business Services!
www.bls.gov/news.release...
www.bls.gov/news.release...
July 10, 2025 at 2:55 PM
Really useful page from the Bureau of Labor and Statistics on job openings by industry over time.
Reposted by Tim Gushue
New from @jessrem.bsky.social, an interesting break down on the types of places that are accommodating the most new housing: open.substack.com/pub/agglomer...
While outer ring suburbs are accommodating the most new housing, downtowns are growing a lot faster than inner ring suburbs.
While outer ring suburbs are accommodating the most new housing, downtowns are growing a lot faster than inner ring suburbs.
June 20, 2025 at 5:54 PM
New from @jessrem.bsky.social, an interesting break down on the types of places that are accommodating the most new housing: open.substack.com/pub/agglomer...
While outer ring suburbs are accommodating the most new housing, downtowns are growing a lot faster than inner ring suburbs.
While outer ring suburbs are accommodating the most new housing, downtowns are growing a lot faster than inner ring suburbs.
Reposted by Tim Gushue
After a brief recovery, US economic data surprises have turned sharply negative, contrasting sharply with the euro area:
June 18, 2025 at 3:55 PM
After a brief recovery, US economic data surprises have turned sharply negative, contrasting sharply with the euro area:
Reposted by Tim Gushue
How economics has changed
May 24, 2025 at 6:23 PM
How economics has changed
Reposted by Tim Gushue
GBP, EUR*, and CAD long-term skew versus dollar all hitting new highs. Options markets increasingly bearish USD.
If you have any questions about this READ THE ALT TEXT FIRST PLEASE then feel free to fire away.
*we're going to ignore the 3/9/20 print IMO
If you have any questions about this READ THE ALT TEXT FIRST PLEASE then feel free to fire away.
*we're going to ignore the 3/9/20 print IMO
May 14, 2025 at 1:19 PM
GBP, EUR*, and CAD long-term skew versus dollar all hitting new highs. Options markets increasingly bearish USD.
If you have any questions about this READ THE ALT TEXT FIRST PLEASE then feel free to fire away.
*we're going to ignore the 3/9/20 print IMO
If you have any questions about this READ THE ALT TEXT FIRST PLEASE then feel free to fire away.
*we're going to ignore the 3/9/20 print IMO
Reposted by Tim Gushue
Now that we can see data past Easter, it appears international travel to the United States this spring has largely held up, despite reports about extraordinary declines. But there are ominous signs ahead. www.nytimes.com/interactive/...
May 1, 2025 at 10:13 AM
Now that we can see data past Easter, it appears international travel to the United States this spring has largely held up, despite reports about extraordinary declines. But there are ominous signs ahead. www.nytimes.com/interactive/...
Reposted by Tim Gushue
Didn't realize this until just now but Italy has finally, after SEVENTEEN YEARS, exceeded its pre-Great-Recession GDP levels
May 4, 2025 at 5:15 PM
Didn't realize this until just now but Italy has finally, after SEVENTEEN YEARS, exceeded its pre-Great-Recession GDP levels
Reposted by Tim Gushue
Welcome to Brexitland, US, in which waywardness is described as "strategic uncertainty", restrictions on trade boost performance and self harm is lauded....
Spoiler, it does not end happily
www.ft.com/content/342d...
Spoiler, it does not end happily
www.ft.com/content/342d...
May 1, 2025 at 9:18 AM
Welcome to Brexitland, US, in which waywardness is described as "strategic uncertainty", restrictions on trade boost performance and self harm is lauded....
Spoiler, it does not end happily
www.ft.com/content/342d...
Spoiler, it does not end happily
www.ft.com/content/342d...
Reposted by Tim Gushue
The key chart right now:
Usually US economic pain is cushioned by falling bond yields and a strengthening dollar, which mean lower interest rates and more spending power for consumers.
This time we’re seeing the opposite, meaning the pain will be amplified.
Usually US economic pain is cushioned by falling bond yields and a strengthening dollar, which mean lower interest rates and more spending power for consumers.
This time we’re seeing the opposite, meaning the pain will be amplified.
April 22, 2025 at 1:41 PM
The key chart right now:
Usually US economic pain is cushioned by falling bond yields and a strengthening dollar, which mean lower interest rates and more spending power for consumers.
This time we’re seeing the opposite, meaning the pain will be amplified.
Usually US economic pain is cushioned by falling bond yields and a strengthening dollar, which mean lower interest rates and more spending power for consumers.
This time we’re seeing the opposite, meaning the pain will be amplified.
Reposted by Tim Gushue
Reposted by Tim Gushue
Here’s what’s a stake when we pile on the debt: In 2024, the US spent more servicing the debt than on our military.
My @morningjoe-msnbc.bsky.social Chart
My @morningjoe-msnbc.bsky.social Chart
April 11, 2025 at 1:31 PM
Here’s what’s a stake when we pile on the debt: In 2024, the US spent more servicing the debt than on our military.
My @morningjoe-msnbc.bsky.social Chart
My @morningjoe-msnbc.bsky.social Chart
Reposted by Tim Gushue
How much do you think it costs to make a pair of Nike shoes in Asia?
Before you open this thread, take a guess. Settle on a number and then compare it to what you'll learn in this thread. 🧵
Before you open this thread, take a guess. Settle on a number and then compare it to what you'll learn in this thread. 🧵
April 11, 2025 at 5:19 PM
How much do you think it costs to make a pair of Nike shoes in Asia?
Before you open this thread, take a guess. Settle on a number and then compare it to what you'll learn in this thread. 🧵
Before you open this thread, take a guess. Settle on a number and then compare it to what you'll learn in this thread. 🧵
Reposted by Tim Gushue
Interesting* that the share of goods exports in US GDP has remained fairly stable for more than two centuries. Imports have been far more volatile, exploding after Bretton Woods system of capital controls collapsed—long before the ‘China shock’ hit—and only shrinking slightly in the post-GFC era:
April 9, 2025 at 11:03 PM
Interesting* that the share of goods exports in US GDP has remained fairly stable for more than two centuries. Imports have been far more volatile, exploding after Bretton Woods system of capital controls collapsed—long before the ‘China shock’ hit—and only shrinking slightly in the post-GFC era:
Reposted by Tim Gushue
There are people on my timeline posting charts with a line going sharply down and saying it's bad, and other people posting other charts with a line going sharply up and saying it's bad, and that's everything I know about money.
April 9, 2025 at 6:09 AM
There are people on my timeline posting charts with a line going sharply down and saying it's bad, and other people posting other charts with a line going sharply up and saying it's bad, and that's everything I know about money.
Reposted by Tim Gushue
Great example from Mr. Beast of how insane it was for Trump to hit raw food with tariffs
Ingredients that grow abroad are getting more expensive—a Feastables bar has sugar (hit by a 10% tariff), chocolate (6-15%), cocoa butter (21%), & vanilla (41%)—and those tariffs also hit coffee, fish, etc
Ingredients that grow abroad are getting more expensive—a Feastables bar has sugar (hit by a 10% tariff), chocolate (6-15%), cocoa butter (21%), & vanilla (41%)—and those tariffs also hit coffee, fish, etc
April 8, 2025 at 10:42 PM
Great example from Mr. Beast of how insane it was for Trump to hit raw food with tariffs
Ingredients that grow abroad are getting more expensive—a Feastables bar has sugar (hit by a 10% tariff), chocolate (6-15%), cocoa butter (21%), & vanilla (41%)—and those tariffs also hit coffee, fish, etc
Ingredients that grow abroad are getting more expensive—a Feastables bar has sugar (hit by a 10% tariff), chocolate (6-15%), cocoa butter (21%), & vanilla (41%)—and those tariffs also hit coffee, fish, etc