Pinned
Merry Christmas
a man with a beard is pointing a gun at the camera
ALT: a man with a beard is pointing a gun at the camera
media.tenor.com
December 25, 2025 at 10:00 PM
Merry Christmas
Live shot of the remaining candidates for Fed chair
a man is holding a boombox above his head in front of a car .
ALT: a man is holding a boombox above his head in front of a car .
media.tenor.com
December 18, 2025 at 9:26 PM
Live shot of the remaining candidates for Fed chair
If you talk about STIRs in terms of color strips, you're a real one.
December 18, 2025 at 9:25 PM
If you talk about STIRs in terms of color strips, you're a real one.
The pup, when she sees her litter mate down on the beach. it’s an on leash beach so I had to whistle her back. But the girl gets fired up when she sees brother Rooster
December 18, 2025 at 8:49 PM
The pup, when she sees her litter mate down on the beach. it’s an on leash beach so I had to whistle her back. But the girl gets fired up when she sees brother Rooster
Reposted by Dow
A key indicator that labor demand is running weaker than labor supply is wage growth--average hourly earnings joined other indicators showing a cooling. AHE slowed to 3.5% y/y in Nov, the slowest pace since the pandemic and down from 4.2% y/y a year ago. The Fed's Dec cut is validated by the data
December 16, 2025 at 2:45 PM
A key indicator that labor demand is running weaker than labor supply is wage growth--average hourly earnings joined other indicators showing a cooling. AHE slowed to 3.5% y/y in Nov, the slowest pace since the pandemic and down from 4.2% y/y a year ago. The Fed's Dec cut is validated by the data
To quote Groucho Marx, "I refuse to trust any Fed nominee Trump would have as Chairman"
December 15, 2025 at 2:26 PM
To quote Groucho Marx, "I refuse to trust any Fed nominee Trump would have as Chairman"
Reposted by Dow
Panettone is a breakfast food
December 12, 2025 at 3:45 PM
Panettone is a breakfast food
It's that time of year. Will have my 2025 year-end price targets ready in a few weeks.
December 3, 2025 at 3:39 PM
It's that time of year. Will have my 2025 year-end price targets ready in a few weeks.
Bitcoin has finally become a currency, a funding currency.
December 1, 2025 at 10:14 PM
Bitcoin has finally become a currency, a funding currency.
Turkey sandwiches. That's the tweet.
November 28, 2025 at 4:45 PM
Turkey sandwiches. That's the tweet.
When ppl tell you Thanksgiving this year is more or less expensive than last year, remember that if their comparison isn't apples-to-apples, they're lying to you.
November 26, 2025 at 5:07 PM
When ppl tell you Thanksgiving this year is more or less expensive than last year, remember that if their comparison isn't apples-to-apples, they're lying to you.
Should’ve stayed in California!
November 26, 2025 at 5:02 PM
Should’ve stayed in California!
Reposted by Dow
A-frames, offshores, & dog beach
November 24, 2025 at 12:18 AM
A-frames, offshores, & dog beach
Reposted by Dow
What does this remind me of...October 1999 Kevin Hassett's Dow 36,000 that argued that stock market was a bargain and it should more than triple in value
Despite all the talk of market bubbles, Miran's old shop has put out a call for the S&P500 to triple. Because MAGA. on.ft.com/4rpFNVp
Maybe the S&P 500 will triple?
Stephen Miran’s old shop reckons that stocks are ‘not even close’ to a bubble
on.ft.com
November 24, 2025 at 2:08 PM
What does this remind me of...October 1999 Kevin Hassett's Dow 36,000 that argued that stock market was a bargain and it should more than triple in value
A-frames, offshores, & dog beach
November 24, 2025 at 12:18 AM
A-frames, offshores, & dog beach