Linda
@lindalebrun.bsky.social
Partnerships for Business/Finance/Investing @ Bluesky
Pinned
Reposted by Linda
As @emilypeck.bsky.social reminds me, I've been working on this piece for over 20 years. I like the way it came out! www.bloomberg.com/news/article...
In Defense of Fakes
We’re entering a world where copying isn’t only a compliment, it’s a form of creativity all on its own.
www.bloomberg.com
February 12, 2026 at 4:10 PM
As @emilypeck.bsky.social reminds me, I've been working on this piece for over 20 years. I like the way it came out! www.bloomberg.com/news/article...
Reposted by Linda
Betting on Jesus returning by 2027 and the Backstreet Boys singing about crypto are kind of the same thing. Speculation and nostalgia are both exit strategies from the present, and neither provides answers.
New piece on what happens when the economy grows without… people.
New piece on what happens when the economy grows without… people.
February 12, 2026 at 3:44 PM
Betting on Jesus returning by 2027 and the Backstreet Boys singing about crypto are kind of the same thing. Speculation and nostalgia are both exit strategies from the present, and neither provides answers.
New piece on what happens when the economy grows without… people.
New piece on what happens when the economy grows without… people.
If you/'re ever having a tough time believing in yourself, just remember that Y Combinator believed in a startup that's actively taking bookings for a hotel they're building on the moon www.ycombinator.com/launches/P9g...
Launch YC: GRU Space: First Hotel on the Moon - Applications Open 🌕 | Y Combinator
Building the First Hotel on the Moon
www.ycombinator.com
February 12, 2026 at 3:33 PM
If you/'re ever having a tough time believing in yourself, just remember that Y Combinator believed in a startup that's actively taking bookings for a hotel they're building on the moon www.ycombinator.com/launches/P9g...
Reposted by Linda
5 of Wednesday's best charts and insights:
DC Lite #535
"The market has by no means 'relaxed'"
www.dailychartbook.com
February 12, 2026 at 2:23 PM
5 of Wednesday's best charts and insights:
Reposted by Linda
Well @carlquintanilla.bsky.social of course.. but I miss the reposts!
Active finance accounts I find really useful for "what's going on right now" headlines and/or charts:
@barchart.com
@livesquawknews.bsky.social
@koyfin.bsky.social
@mikezaccardi.bsky.social
What are yours?
@barchart.com
@livesquawknews.bsky.social
@koyfin.bsky.social
@mikezaccardi.bsky.social
What are yours?
February 12, 2026 at 3:06 PM
Well @carlquintanilla.bsky.social of course.. but I miss the reposts!
Active finance accounts I find really useful for "what's going on right now" headlines and/or charts:
@barchart.com
@livesquawknews.bsky.social
@koyfin.bsky.social
@mikezaccardi.bsky.social
What are yours?
@barchart.com
@livesquawknews.bsky.social
@koyfin.bsky.social
@mikezaccardi.bsky.social
What are yours?
February 12, 2026 at 3:03 PM
Active finance accounts I find really useful for "what's going on right now" headlines and/or charts:
@barchart.com
@livesquawknews.bsky.social
@koyfin.bsky.social
@mikezaccardi.bsky.social
What are yours?
@barchart.com
@livesquawknews.bsky.social
@koyfin.bsky.social
@mikezaccardi.bsky.social
What are yours?
Reposted by Linda
Animal Spirits: What Would You Do With $3 Million?
AI is eating software stocks
How to catch a falling knife
It's finally a stock picker's market
The ex-Mag 7 trade is working
The case for emerging markets
The best airline to fly & more
awealthofcommonsense.com/2026/02/anim...
AI is eating software stocks
How to catch a falling knife
It's finally a stock picker's market
The ex-Mag 7 trade is working
The case for emerging markets
The best airline to fly & more
awealthofcommonsense.com/2026/02/anim...
February 11, 2026 at 1:38 PM
Animal Spirits: What Would You Do With $3 Million?
AI is eating software stocks
How to catch a falling knife
It's finally a stock picker's market
The ex-Mag 7 trade is working
The case for emerging markets
The best airline to fly & more
awealthofcommonsense.com/2026/02/anim...
AI is eating software stocks
How to catch a falling knife
It's finally a stock picker's market
The ex-Mag 7 trade is working
The case for emerging markets
The best airline to fly & more
awealthofcommonsense.com/2026/02/anim...
Reposted by Linda
The leading U.S. wireless companies added nearly 15 million net FWA customers over the past four years. T-Mobile, which is leading the pack at ~8.5 million FWA customers as of YE FY25, now expects to reach ~15 million FWA customers by 2030.
February 11, 2026 at 7:12 PM
The leading U.S. wireless companies added nearly 15 million net FWA customers over the past four years. T-Mobile, which is leading the pack at ~8.5 million FWA customers as of YE FY25, now expects to reach ~15 million FWA customers by 2030.
Reposted by Linda
Reposted by Linda
A lot of low level accounting jobs are essentially human control points to prevent fraud, they haven't been automated not because it's impossible but because the amount of fraud you can commit against a fully automated purchasing system is basically unlimited
February 11, 2026 at 3:01 PM
A lot of low level accounting jobs are essentially human control points to prevent fraud, they haven't been automated not because it's impossible but because the amount of fraud you can commit against a fully automated purchasing system is basically unlimited
Reposted by Linda
Stocks reversing their opening gains, with Russell 2000 lagging while quality smaller-caps hold up.
Could be tied to bitcoin/crypto falling again (speculative sentiment), bitcoin back down to $66K at the moment.
Bond yields easing as well, only up 3bps on 10-year, but 5-6bps on the 2-year.
Could be tied to bitcoin/crypto falling again (speculative sentiment), bitcoin back down to $66K at the moment.
Bond yields easing as well, only up 3bps on 10-year, but 5-6bps on the 2-year.
February 11, 2026 at 3:17 PM
Stocks reversing their opening gains, with Russell 2000 lagging while quality smaller-caps hold up.
Could be tied to bitcoin/crypto falling again (speculative sentiment), bitcoin back down to $66K at the moment.
Bond yields easing as well, only up 3bps on 10-year, but 5-6bps on the 2-year.
Could be tied to bitcoin/crypto falling again (speculative sentiment), bitcoin back down to $66K at the moment.
Bond yields easing as well, only up 3bps on 10-year, but 5-6bps on the 2-year.
Reposted by Linda
Today's revisions put NFP in May at 19k and June at 14k. This is why that is bad news
August 1, 2025 at 5:09 PM
Today's revisions put NFP in May at 19k and June at 14k. This is why that is bad news
Reposted by Linda
Wowww
January non-farm payrolls +130k vs +65k exp/+50k prev
2m net revision -17k
Unemployment rate 4.3% vs 4.4% exp/prev
Avg hourly earnings +0.4% MoM vs +0.3% exp/prev
2m net revision -17k
Unemployment rate 4.3% vs 4.4% exp/prev
Avg hourly earnings +0.4% MoM vs +0.3% exp/prev
January Employment Situation Report due at 8:30 ET. Economists expect +65k NFP; I see some downside risk to that. On the unemployment side, rate expected stable at 4.4%; I also see downside risk there given recent continuing claims data. We'll also get the final benchmark revision for March '25.
February 11, 2026 at 1:35 PM
Wowww
Reposted by Linda
Heads up Finance Bluesky - the JOBS REPORT FEED is back for what is sure to be an eventful release tomorrow. Pin it now to stay in the loop for media coverage & expert commentary bsky.app/profile/did:...
February 10, 2026 at 11:03 PM
Heads up Finance Bluesky - the JOBS REPORT FEED is back for what is sure to be an eventful release tomorrow. Pin it now to stay in the loop for media coverage & expert commentary bsky.app/profile/did:...
Reposted by Linda
#$LYFT a real messy report - legal/regulatory charges drove a Q4 operating loss despite record adj EBITDA margins for Q4 and a tax benefit that led to a massive GAAP EPS print. Q4 guide was weak but they authorized a buyback for $1bn of the $6.9bn market cap (14.5%). Shares -14% after-hours.
February 10, 2026 at 9:26 PM
#$LYFT a real messy report - legal/regulatory charges drove a Q4 operating loss despite record adj EBITDA margins for Q4 and a tax benefit that led to a massive GAAP EPS print. Q4 guide was weak but they authorized a buyback for $1bn of the $6.9bn market cap (14.5%). Shares -14% after-hours.
Reposted by Linda
You can now find and follow @fema.monster's @bsky.app Jobs Report Feed on Surf too. Check it out in the Trending section at the top of the Surf Shop.
📌 bsky.app/profile/fema...
📌 bsky.app/profile/fema...
February 11, 2026 at 12:48 AM
You can now find and follow @fema.monster's @bsky.app Jobs Report Feed on Surf too. Check it out in the Trending section at the top of the Surf Shop.
📌 bsky.app/profile/fema...
📌 bsky.app/profile/fema...
Reposted by Linda
Struggling to make sense of Big Tech's $600 billion bet on AI? Here's a metric to watch 📋 www.tker.co/p/ai-capex-w...
Struggling to make sense of Big Tech's $600 billion bet on AI? Here's a metric to watch 📋
A crash course in depreciation and accrual accounting 🧾
www.tker.co
February 10, 2026 at 7:16 PM
Struggling to make sense of Big Tech's $600 billion bet on AI? Here's a metric to watch 📋 www.tker.co/p/ai-capex-w...
Reposted by Linda
$RDDT Reddit is down 48% from its prior high.
February 10, 2026 at 2:32 PM
$RDDT Reddit is down 48% from its prior high.
Heads up Finance Bluesky - the JOBS REPORT FEED is back for what is sure to be an eventful release tomorrow. Pin it now to stay in the loop for media coverage & expert commentary bsky.app/profile/did:...
February 10, 2026 at 11:03 PM
Heads up Finance Bluesky - the JOBS REPORT FEED is back for what is sure to be an eventful release tomorrow. Pin it now to stay in the loop for media coverage & expert commentary bsky.app/profile/did:...
Reposted by Linda
On Employment, Markets, and Central Banking discourse, I’ve had a much more educational, positivist, experience on Bluesky than I ever had on Reddit or Twitter.
Labor specifically, where research published last year on here has now become national baseline assumptions.
Loving it here on #FinSky!
Labor specifically, where research published last year on here has now become national baseline assumptions.
Loving it here on #FinSky!
February 10, 2026 at 4:29 PM
On Employment, Markets, and Central Banking discourse, I’ve had a much more educational, positivist, experience on Bluesky than I ever had on Reddit or Twitter.
Labor specifically, where research published last year on here has now become national baseline assumptions.
Loving it here on #FinSky!
Labor specifically, where research published last year on here has now become national baseline assumptions.
Loving it here on #FinSky!
Reposted by Linda
As of the latest Bluesky update, custom GIFs now display as GIFs rather than as short videos!
February 9, 2026 at 9:31 PM
As of the latest Bluesky update, custom GIFs now display as GIFs rather than as short videos!
Reposted by Linda
PepsiCo was the poster child during the pandemic-era inflation spike of "price over volume" or what many called "excuseflation," as the company cranked up prices on drinks and snacks. Now they appear to be going in reverse cause people won't pay (from @deeanndurbin_ap):
apnews.com/article/peps...
apnews.com/article/peps...
February 3, 2026 at 8:23 PM
PepsiCo was the poster child during the pandemic-era inflation spike of "price over volume" or what many called "excuseflation," as the company cranked up prices on drinks and snacks. Now they appear to be going in reverse cause people won't pay (from @deeanndurbin_ap):
apnews.com/article/peps...
apnews.com/article/peps...
Reposted by Linda
Conditions in the US job market remain 'recession-like'. The Unemployment Rate has risen by 1% and annual job growth is only 0.37%. However, when job conditions are this feeble, the stock market has typically done well. See the charts below and my latest report @ paulsenperspectives.substack.com
January 29, 2026 at 12:37 PM
Conditions in the US job market remain 'recession-like'. The Unemployment Rate has risen by 1% and annual job growth is only 0.37%. However, when job conditions are this feeble, the stock market has typically done well. See the charts below and my latest report @ paulsenperspectives.substack.com
Reposted by Linda
The stock market is more or less at all-time highs
Same with small caps & foreign stocks
Yet many name-brand companies are getting nuked right now
Concentrated positions are very fun on the upside
They can also wreck you on the downside
awealthofcommonsense.com/2026/02/iceb...
Same with small caps & foreign stocks
Yet many name-brand companies are getting nuked right now
Concentrated positions are very fun on the upside
They can also wreck you on the downside
awealthofcommonsense.com/2026/02/iceb...
February 9, 2026 at 1:46 PM
The stock market is more or less at all-time highs
Same with small caps & foreign stocks
Yet many name-brand companies are getting nuked right now
Concentrated positions are very fun on the upside
They can also wreck you on the downside
awealthofcommonsense.com/2026/02/iceb...
Same with small caps & foreign stocks
Yet many name-brand companies are getting nuked right now
Concentrated positions are very fun on the upside
They can also wreck you on the downside
awealthofcommonsense.com/2026/02/iceb...