JGKZ
@jgkz.bsky.social
Things that fly, writers that write honestly, reporters that report accurately and without malice , all things beautiful, all things of the beautiful planet.
Trend: Even among R’s, economic sentiment is soft (but better than with Biden). All income groups feel less good than in 2024….(though this not consistent with R vs D data). Not a good economy is general view. www.washingtonpost.com/business/202...
4 charts show who’s feeling good about the economy — and who isn’t
Consumer sentiment measures are generally falling. But that isn’t the case for everyone.
www.washingtonpost.com
November 27, 2025 at 5:40 PM
Trend: Even among R’s, economic sentiment is soft (but better than with Biden). All income groups feel less good than in 2024….(though this not consistent with R vs D data). Not a good economy is general view. www.washingtonpost.com/business/202...
Quotable: At nearly 100 Charlie Munger said, “Oh, to be 86 again.” www.wsj.com/finance/inve...
Exclusive | The Untold Story of Charlie Munger’s Final Years
The Berkshire vice chair was making gutsy investments, forging unlikely friendships and facing new challenges to the end.
www.wsj.com
November 27, 2025 at 8:44 AM
Quotable: At nearly 100 Charlie Munger said, “Oh, to be 86 again.” www.wsj.com/finance/inve...
Quotable:….Bubble duration…10+ years?…”the AI boom bears an unmistakable resemblance to the tech boom of the late 1990s — a boom that turned out to be a huge bubble. The Nasdaq didn’t regain its 2000 peak until 2014.” Source: @pkrugman.bsky.social
November 26, 2025 at 12:01 PM
Quotable:….Bubble duration…10+ years?…”the AI boom bears an unmistakable resemblance to the tech boom of the late 1990s — a boom that turned out to be a huge bubble. The Nasdaq didn’t regain its 2000 peak until 2014.” Source: @pkrugman.bsky.social
Notable: A true kook is second in command…
www.nytimes.com/2025/11/25/h...
www.nytimes.com/2025/11/25/h...
C.D.C. Quietly Appoints Doctor Critical of Vaccines as Second in Command
www.nytimes.com
November 25, 2025 at 6:57 PM
Notable: A true kook is second in command…
www.nytimes.com/2025/11/25/h...
www.nytimes.com/2025/11/25/h...
Notable: Robots and more robots…. China installed 295,000 industrial robots last year, nearly nine times as many as the U.S. and more than the rest of the world combined…... China’s stock of operational robots surpassed two million in 2024, the most of any country. Source: @wsj.com
November 25, 2025 at 12:10 PM
Notable: Robots and more robots…. China installed 295,000 industrial robots last year, nearly nine times as many as the U.S. and more than the rest of the world combined…... China’s stock of operational robots surpassed two million in 2024, the most of any country. Source: @wsj.com
Notable: No doubt more to come…”””Cases against James Comey and Letitia James are dismissed
November 24, 2025 at 7:22 PM
Notable: No doubt more to come…”””Cases against James Comey and Letitia James are dismissed
Quotable: “The shutdown will have zero lasting consequence for next year’s midterms. The only thing that will persevere is economic pain. And that’s exactly why Democrats won on Nov. 4.” www.nytimes.com/2025/11/24/o...
Opinion | James Carville: Out With Woke. In With Rage.
www.nytimes.com
November 24, 2025 at 2:49 PM
Quotable: “The shutdown will have zero lasting consequence for next year’s midterms. The only thing that will persevere is economic pain. And that’s exactly why Democrats won on Nov. 4.” www.nytimes.com/2025/11/24/o...
Quotable: “The shutdown will have zero lasting consequence for next year’s midterms. The only thing that will persevere is economic pain. And that’s exactly why Democrats won on Nov. 4.” @jamescarville @nytimes.com
November 24, 2025 at 2:48 PM
Quotable: “The shutdown will have zero lasting consequence for next year’s midterms. The only thing that will persevere is economic pain. And that’s exactly why Democrats won on Nov. 4.” @jamescarville @nytimes.com
Notable: Another YouTube? Threat to Adobe?…Gemini 3. The model has blown past OpenAI’s ChatGPT and Anthropic’s Claude on several measures…and it will power a newer version of Google’s image-generation tool that has been growing in popularity. Source: @andrewrsorkin.bsky.social
November 24, 2025 at 1:26 PM
Notable: Another YouTube? Threat to Adobe?…Gemini 3. The model has blown past OpenAI’s ChatGPT and Anthropic’s Claude on several measures…and it will power a newer version of Google’s image-generation tool that has been growing in popularity. Source: @andrewrsorkin.bsky.social
Notable: Less than a year into the term, there is no DOGE. “DOGE disbands. The White House’s government cost-cutting initiative, initially led by Elon Musk, “doesn’t exist,” a Trump administration official told Reuters. “ Source: @andrewrsorkin.bsky.social
November 24, 2025 at 1:23 PM
Notable: Less than a year into the term, there is no DOGE. “DOGE disbands. The White House’s government cost-cutting initiative, initially led by Elon Musk, “doesn’t exist,” a Trump administration official told Reuters. “ Source: @andrewrsorkin.bsky.social
Quotable: “If I am cast aside by the President and the MAGA political machine and replaced by Neocons, Big Pharma, Big Tech…. and the elite donor class that can never, ever relate to real Americans, then many common Americans have been cast aside and replaced as well.” MarjorieTaylorGreen, @wsj.com
November 24, 2025 at 10:53 AM
Quotable: “If I am cast aside by the President and the MAGA political machine and replaced by Neocons, Big Pharma, Big Tech…. and the elite donor class that can never, ever relate to real Americans, then many common Americans have been cast aside and replaced as well.” MarjorieTaylorGreen, @wsj.com
Notable: ….and the AI winner so far?….Google has the World's data, its own chips, and unlimited cash. Google has YouTube, Search, Gmail, Maps, and Android. Billions of users. No other company has that combo.
November 23, 2025 at 10:45 AM
Notable: ….and the AI winner so far?….Google has the World's data, its own chips, and unlimited cash. Google has YouTube, Search, Gmail, Maps, and Android. Billions of users. No other company has that combo.
Quotable: Walmart’s C.F.O., put things starkly: The difference in wage growth between high- and low-income households last month, he said, “was as large as it’s been in almost a decade.” Source: @andrewrsorkin.bsky.social
November 21, 2025 at 5:37 PM
Quotable: Walmart’s C.F.O., put things starkly: The difference in wage growth between high- and low-income households last month, he said, “was as large as it’s been in almost a decade.” Source: @andrewrsorkin.bsky.social
Quotable : …Target’s soft earnings - mentioned “affordability” four times…“Sentiment is at a three-year low amid concerns about jobs, affordability and tariffs,” ….noting that the company had lowered its prices on “thousands” of foods and other items. Source : @andrewrsorkin.bsky.social
November 21, 2025 at 5:36 PM
Quotable : …Target’s soft earnings - mentioned “affordability” four times…“Sentiment is at a three-year low amid concerns about jobs, affordability and tariffs,” ….noting that the company had lowered its prices on “thousands” of foods and other items. Source : @andrewrsorkin.bsky.social
Notable: ….and what will WEF do?…Among the topics that U.S. officials asked to be played down or avoided: female empowerment, climate change and international development finance. Source: @andrewrsorkin.bsky.social
November 21, 2025 at 5:30 PM
Notable: ….and what will WEF do?…Among the topics that U.S. officials asked to be played down or avoided: female empowerment, climate change and international development finance. Source: @andrewrsorkin.bsky.social
Trend: Declining WH power…banks just say no….https://www.wsj.com/finance/u-s-banks-shelve-20-billion-bailout-plan-for-argentina-add58f7e?st=9mW9th&reflink=article_copyURL_share
Exclusive | U.S. Banks Shelve $20 Billion Bailout Plan for Argentina
Bankers are instead discussing a smaller, short-term facility to help Argentina make a roughly $4 billion debt payment in January.
www.wsj.com
November 21, 2025 at 6:45 AM
Trend: Declining WH power…banks just say no….https://www.wsj.com/finance/u-s-banks-shelve-20-billion-bailout-plan-for-argentina-add58f7e?st=9mW9th&reflink=article_copyURL_share
Quotable: “While there are good lawyers on Trump’s legal teams (the solicitor general, D. John Sauer, for example, is a very effective advocate), the Trump team’s lies, distortions and shortcuts are causing problems in case after case after case after case.” Source: @davidfrenchjag.bsky.social
November 20, 2025 at 6:05 PM
Quotable: “While there are good lawyers on Trump’s legal teams (the solicitor general, D. John Sauer, for example, is a very effective advocate), the Trump team’s lies, distortions and shortcuts are causing problems in case after case after case after case.” Source: @davidfrenchjag.bsky.social
Notable: Big news… A three-judge federal panel issued a 2-to-1 opinion striking down the recent Texas gerrymander that was designed to engineer more safe seats for Republican representatives to the House….opinion is by Judge Jeffrey Brown, a Trump appointee. Source: @nytimes.com
November 20, 2025 at 6:02 PM
Notable: Big news… A three-judge federal panel issued a 2-to-1 opinion striking down the recent Texas gerrymander that was designed to engineer more safe seats for Republican representatives to the House….opinion is by Judge Jeffrey Brown, a Trump appointee. Source: @nytimes.com
Quotable: Question…does Bessent care?…. “The only thing Scott’s blowing it on is the Fed, because the Fed — the rates are too high, Scott. And if you don’t get it fixed fast, I’m going to fire your ass.” Donald J. Trump
November 20, 2025 at 4:07 PM
Quotable: Question…does Bessent care?…. “The only thing Scott’s blowing it on is the Fed, because the Fed — the rates are too high, Scott. And if you don’t get it fixed fast, I’m going to fire your ass.” Donald J. Trump
Trend: Retail news….meh….WalMart up, Target down, Home Depot down, Loews down.
November 20, 2025 at 4:05 PM
Trend: Retail news….meh….WalMart up, Target down, Home Depot down, Loews down.
Notable (2): Saudi’s low on cash?…. Most of fund’s financial firepower is tied up in illiquid assets…. Representatives have begun telling international investors that they’re all but unable to allocate money for the foreseeable future. Source: @andrewrsorkin.bsky.social
November 20, 2025 at 4:03 PM
Notable (2): Saudi’s low on cash?…. Most of fund’s financial firepower is tied up in illiquid assets…. Representatives have begun telling international investors that they’re all but unable to allocate money for the foreseeable future. Source: @andrewrsorkin.bsky.social
Notable: Saudi’s low on cash, big on IOU’s?…. “Saudi Arabia’s nearly $1 trillion sovereign wealth fund, is increasingly low on cash, The Times’s Rob Copeland and Vivian Nereim.” Source: @andrewrsorkin.bsky.social
November 20, 2025 at 4:02 PM
Notable: Saudi’s low on cash, big on IOU’s?…. “Saudi Arabia’s nearly $1 trillion sovereign wealth fund, is increasingly low on cash, The Times’s Rob Copeland and Vivian Nereim.” Source: @andrewrsorkin.bsky.social
Notable: Guard rails for Mamdani?…””Mamdani said that he would keep Jessica Tisch on as police commissioner, retaining a top city official who is popular with business leaders.” Source: @andrewrsorkin.bsky.social
November 20, 2025 at 4:00 PM
Notable: Guard rails for Mamdani?…””Mamdani said that he would keep Jessica Tisch on as police commissioner, retaining a top city official who is popular with business leaders.” Source: @andrewrsorkin.bsky.social
Notable: Another friction point in US vs State’s “rights”…in this case AI guard rails….”administration officials are drafting an executive order that would direct government agencies to challenge state laws imposing restrictions on artificial intelligence” Source: @andrewrsorkin.bsky.social
November 20, 2025 at 3:59 PM
Notable: Another friction point in US vs State’s “rights”…in this case AI guard rails….”administration officials are drafting an executive order that would direct government agencies to challenge state laws imposing restrictions on artificial intelligence” Source: @andrewrsorkin.bsky.social
Notable: No surprise….not all will be transparent…”significant loopholes in the legislation may mean that many individuals stay confidential” Source: @andrewrsorkin.bsky.social
November 20, 2025 at 3:56 PM
Notable: No surprise….not all will be transparent…”significant loopholes in the legislation may mean that many individuals stay confidential” Source: @andrewrsorkin.bsky.social