jonathanjlevin.bsky.social
@jonathanjlevin.bsky.social
Bloomberg Opinion columnist
Reposted
There’s a playlist for everything — even Fed Day 🎶

Here’s what to listen to before tomorrow’s expected rate cut:
Fed Day Soundtrack
open.spotify.com
September 16, 2025 at 8:15 PM
Folks like Stephen Miller and Matt Walsh have figured out that NYC has a lot of immigrants, and they apparently think that’s somehow bad or un-American.

"Their insinuation that this is something new is, however, ridiculous." - @byjustinfox.bsky.social

www.bloomberg.com/opinion/arti...
July 7, 2025 at 3:24 PM
Love this Brian Wilson tribute from Bill Frisell. Music so good it transcends time and genre.

www.youtube.com/watch?v=yO2C...
Bill Frisell ~ Surfer Girl
YouTube video by bathoshue
www.youtube.com
June 11, 2025 at 5:35 PM
Do AI tools deprive young workers of development opportunities?

"The young accountant, for instance, might be saving time, but he’s also missing out on the practice of spotting something fishy in raw data," @parmy.bsky.social writes

www.bloomberg.com/opinion/arti...
College Grads Are Lab Rats in the Great AI Experiment
Those who can get a job are finding AI has taken their grunt work.
www.bloomberg.com
June 9, 2025 at 11:39 AM
We're witnessing a massive near-term expansion of Social Security, and I think it's having an effect on macro data.

www.bloomberg.com/opinion/arti...
Biden’s Parting Gift to Retirees Is Boosting the Economy
A record Social Security expansion is behind the resilience in incomes and spending.
www.bloomberg.com
May 30, 2025 at 5:22 PM
Waller outlined a path to lower rates in the second half (more trade policy certainty), but Trump basically decided not to take it.

www.bloomberg.com/opinion/arti...
Tariff Chaos and Fiscal Ineptitude Are a Bad Economic Recipe
The European Union and Apple aren’t the only victims in this latest round of Trump’s trade war.
www.bloomberg.com
May 23, 2025 at 4:56 PM
The administration is really committed to this vision of Americans screwing in little screws.
TRUMP THREATENS 25% TARIFFS ON APPLE IF IPHONES NOT MADE IN UNITED STATES
May 23, 2025 at 11:29 AM
"Ken Griffin’s Citadel is putting its Florida lobbying muscle behind an effort to allow four-year non-compete clauses and garden leaves in its home state, tightening employers’ hold on well-paid staffers and executives considering defection."

www.bloomberg.com/news/article...
Citadel Lobbies for Four-Year Non-Competes in Home State of Florida
Ken Griffin’s Citadel is putting its Florida lobbying muscle behind an effort to allow four-year non-compete clauses and garden leaves in its home state, tightening employers’ hold on well-paid staffe...
www.bloomberg.com
May 9, 2025 at 11:51 AM
"While the UK’s elimination of many NTBs will help a lot of US exporters, the primary beneficiaries will be UK residents. Now maybe Trump can get the EU to finally carry out the regulatory reform it so desperately needs." - Allison Schrager

www.bloomberg.com/opinion/arti...
The Great Productivity Boom Is Taking a Break
US labor productivity fell last quarter for the first time since 2022. The benefits of AI still lie ahead, but we need to get through tariffs first.
www.bloomberg.com
May 9, 2025 at 11:29 AM
SEINFELDIAN DEALMAKING: "Watching President Donald Trump reveal in the Oval Office what he described as `a tremendous trade deal' with the UK reminded me of the 1990s sitcom Seinfeld, the show that was literally about nothing." @bobburgess.bsky.social

www.bloomberg.com/opinion/arti...
Trump Announces a UK Trade ‘Deal’ About Nothing
The White House made no mention of how the framework met the objectives of raising revenue or reshoring manufacturing.
www.bloomberg.com
May 8, 2025 at 8:01 PM
The Great Productivity Boom isn't over ... it's taking a break though. Maybe a longish break.

www.bloomberg.com/opinion/arti...
The Great Productivity Boom Is Taking a Break
US labor productivity fell last quarter for the first time since 2022. The benefits of AI still lie ahead, but we need to get through tariffs first.
www.bloomberg.com
May 8, 2025 at 7:56 PM
The US has a gaping fiscal deficit, and no one seems serious about addressing it.

It's time to have a conversation about a VAT for America, writes @byjustinfox.bsky.social

www.bloomberg.com/opinion/arti...
The Value-Added Tax Should Be Having Its Moment
A national consumption levy could address what fiscally ails the US and finally be politically palatable.
www.bloomberg.com
May 7, 2025 at 3:47 PM
“The six-decade track record [Buffett] leaves behind is so astonishing that mere numbers on a page don’t do it justice.” @nirkaissar.bsky.social

www.bloomberg.com/opinion/arti...
Buffett's Astonishing Track Record in Five Charts
Over six decades of investing, he left peers and the S&P 500 in the dust.
www.bloomberg.com
May 5, 2025 at 11:23 AM
Reposted
Kaissar on Buffett youtube.com/shorts/Is74L...
Five lessons from Warren Buffett: The philosopher king of investing
YouTube video by Bloomberg Opinion
youtube.com
May 5, 2025 at 1:43 AM
Reposted
Will there ever be a better investor than Warren Buffett?

Join @timobrien.bsky.social, @jonathanjlevin.bsky.social and Allison Schrager for a Live Q&A: Monday, 12:15pm EDT bloom.bg/3EO1Bqe
May 4, 2025 at 9:57 PM
Reposted
The Oracle of Omaha plans to step down at Berkshire Hathaway.

But his legacy will echo across markets for generations, says @nirkaissar.bsky.social
Warren Buffett, Investing’s Philosopher King
The Oracle of Omaha plans to step down at Berkshire Hathaway. But his legacy will echo across markets for generations.
www.bloomberg.com
May 4, 2025 at 12:17 PM
This Meet the Press interview is a wake-up call for investors who expect Trump to meaningfully walk back tariffs soon.

He still deeply believes in this stuff.
WELKER: “Is it ok in the short term to have a recession?”

TRUMP: “Yeah. Everything’s ok.”
May 4, 2025 at 2:19 PM
Reposted
Here’s what the tomato teaches us about free trade 🍅
May 2, 2025 at 3:35 PM
“The fact that the display of Ugly Americanism provoked quite such a reaction in the famously easygoing Canadians provides a clue as to how other countries are likely to respond to rising tariffs.” @johnauthers.bsky.social

www.bloomberg.com/opinion/news...
Canada Escaped a Trump Trap, But Carney's Boxed In
He’ll need to keep everybody happy with higher spending to survive, and forget compromise.
www.bloomberg.com
April 30, 2025 at 11:19 AM
“While bureaucracy has evolved into a pejorative term used to describe complicated and pointless administrative procedures, bureaucracy is, at its core, an administrative system and way of organizing.” @bethkowitt.bsky.social

www.bloomberg.com/opinion/arti...
What If Bureaucracy Is… Good?
Jamie Dimon, Elon Musk and the rest of the efficiency hive are missing the power of structure and processes.
www.bloomberg.com
April 30, 2025 at 11:17 AM
Reposted
Has the propensity for US natural gas to drop toward $2 per million BTUs after visiting $4 changed? With crude oil facing rising supply excesses and macroeconomic headwinds, if gas does what's been normal since 2012, deflation would gain traction as the primary energy sector path.
April 29, 2025 at 11:14 AM
How's Trump 2.0 going at 100 days?

"The DXY dollar index... has given up almost 10%. This is by some way a record in the five decades since Richard Nixon unpegged the dollar from gold in 1971." - @johnauthers.bsky.social

www.bloomberg.com/opinion/news...
Only in America — 100 Days of the Anti-Reagan
How Trump 2.0 is stacking up against other presidents — and even Churchill.
www.bloomberg.com
April 29, 2025 at 11:46 AM
"There is a plausible argument that in recent years China has had more influence over US economic policy than the other way around. That’s unfortunate... because the US model was already working pretty well." - Allison Schrager

www.bloomberg.com/opinion/arti...
China Is the Wrong Model for the US Economy
The Chinese economic experiment shows that there are diminishing returns to a planned economy.
www.bloomberg.com
April 29, 2025 at 11:41 AM
"When a president doesn’t want to follow the law himself, there are supposed to be internal institutional checks to make him do so. One is the Office of Legal Counsel of the Department of Justice." -@noahfeldman

www.bloomberg.com/opinion/arti...
Here’s Why the President Keeps Ignoring the Law
Trump knows he’s unlikely to face consequences. And he has enablers.
www.bloomberg.com
April 23, 2025 at 11:54 AM
"Although banks would prefer the healthier economic environment they envisioned coming into the year, they're in a strong position to wait out the turmoil and stand ready to support the economy... whenever this storm ends." - @conorsen.bsky.social

www.bloomberg.com/opinion/arti...
A Recession Really Would Be Different for Banks This Time
Lenders mostly made the economic calamities of the recent past worse, but are now in a position of relative strength as a downturn looms.
www.bloomberg.com
April 23, 2025 at 11:44 AM