Pat Allen
@rocktheboatmktg.bsky.social
Here for the peace and quiet, market information and analysis, charts, ETF updates, etc. Also always up for digital marketing news. Hoping to recapture the magic of the original place in the early days.
#finsky
#finsky
Go Dan!
Great to team up with the Schaumburg Area Democrats for a great day of action! It was a great turn out to go out and talk about how important the upcoming election is. Thanks to all the vols and candidates for helping get us on the ballot! Head to the link in my bio to check out our upcoming events!
September 1, 2025 at 10:03 PM
Go Dan!
August 11, 2025 at 2:46 AM
Reposted by Pat Allen
We should have listened when the modems screamed at us.
July 22, 2025 at 2:30 PM
We should have listened when the modems screamed at us.
Reposted by Pat Allen
👹 NEW OPTIMISTICALLIE 👹
Five months after the tariff chaos started, and tariff impacts feel like a mirage
But they're here, and you're paying them
I brought the receipts:
optimisticallie.com/p/tariff-fied
Five months after the tariff chaos started, and tariff impacts feel like a mirage
But they're here, and you're paying them
I brought the receipts:
optimisticallie.com/p/tariff-fied
July 21, 2025 at 8:50 PM
👹 NEW OPTIMISTICALLIE 👹
Five months after the tariff chaos started, and tariff impacts feel like a mirage
But they're here, and you're paying them
I brought the receipts:
optimisticallie.com/p/tariff-fied
Five months after the tariff chaos started, and tariff impacts feel like a mirage
But they're here, and you're paying them
I brought the receipts:
optimisticallie.com/p/tariff-fied
Really looking forward to working on this!
We launched a Substack newsletter today—Finfluential. It’s our way of getting a handle on all the new influences that are out there worth paying attention to, and ideally early.
The back story on the Lowe Group blog: bit.ly/40ZuIP0
finfluential.substack.com
The back story on the Lowe Group blog: bit.ly/40ZuIP0
finfluential.substack.com
Finfluential | Pat Allen | Substack
Who's breaking out in the investment industry?
We're influence-spotting. Click to read Finfluential, a Substack publication.
finfluential.substack.com
July 16, 2025 at 6:32 PM
Really looking forward to working on this!
Reposted by Pat Allen
Here's the total attention to 2025 publications on both X/Twitter and Bluesky. Bluesky has two thirds of Twitter's attention with >10 times fewer users.
June 26, 2025 at 11:53 AM
Here's the total attention to 2025 publications on both X/Twitter and Bluesky. Bluesky has two thirds of Twitter's attention with >10 times fewer users.
Reposted by Pat Allen
More concerns about the quality of US economic data:
“.. almost a third of the prices going into the CPI at the moment are guesses based on other data collections in the CPI.”
- Apollo/Slok
“.. almost a third of the prices going into the CPI at the moment are guesses based on other data collections in the CPI.”
- Apollo/Slok
June 20, 2025 at 11:02 AM
More concerns about the quality of US economic data:
“.. almost a third of the prices going into the CPI at the moment are guesses based on other data collections in the CPI.”
- Apollo/Slok
“.. almost a third of the prices going into the CPI at the moment are guesses based on other data collections in the CPI.”
- Apollo/Slok
Spotted on LinkedIn and want to share here:
As of today, Perplexity can now plug into EDGAR for all SEC filings on all modes - search, research and labs.
www.perplexity.ai/hub/blog/ans...
As of today, Perplexity can now plug into EDGAR for all SEC filings on all modes - search, research and labs.
www.perplexity.ai/hub/blog/ans...
Answers for Every Investor
All investors share one thing: curiosity.
www.perplexity.ai
June 5, 2025 at 7:59 PM
Spotted on LinkedIn and want to share here:
As of today, Perplexity can now plug into EDGAR for all SEC filings on all modes - search, research and labs.
www.perplexity.ai/hub/blog/ans...
As of today, Perplexity can now plug into EDGAR for all SEC filings on all modes - search, research and labs.
www.perplexity.ai/hub/blog/ans...
Reposted by Pat Allen
"Retail traders have net bought $50Bn in cash equity as the market bounced since Apr 8th... The buy-the-dip strategy in early April has clearly paid off. We estimate retail investors’ portfolio is up 15.1% since Apr 8th..." - JPM
May 15, 2025 at 11:37 AM
"Retail traders have net bought $50Bn in cash equity as the market bounced since Apr 8th... The buy-the-dip strategy in early April has clearly paid off. We estimate retail investors’ portfolio is up 15.1% since Apr 8th..." - JPM
Reposted by Pat Allen
Goldman Sachs is now the top shareholder in IBIT as spot Bitcoin ETFs reach $121B 📈 https://crypto-economy.com/goldman-sachs-now-top-shareholder-in-ibit-as-spot-bitcoin-etfs-hit-121b/
Goldman Sachs Now Top Shareholder in IBIT as Spot Bitcoin ETFs Hit $121B - Crypto Economy
Goldman Sachs now recognized as the largest shareholder in BlackRock’s iShares Bitcoin Trust (IBIT), amassing a total of 30.8 million shares.
crypto-economy.com
May 13, 2025 at 1:04 PM
Goldman Sachs is now the top shareholder in IBIT as spot Bitcoin ETFs reach $121B 📈 https://crypto-economy.com/goldman-sachs-now-top-shareholder-in-ibit-as-spot-bitcoin-etfs-hit-121b/
Whoa.
U.S. ETF/ETF industry in Q1: record $298 billion net flows,
$96 billion in March alone (source: ETFGI)
Net inflows into U.S. listed ETFs the week ending April 18:
$2.9 billion (source: ETF.com)
U.S. ETF/ETF industry in Q1: record $298 billion net flows,
$96 billion in March alone (source: ETFGI)
Net inflows into U.S. listed ETFs the week ending April 18:
$2.9 billion (source: ETF.com)
April 23, 2025 at 4:33 PM
Whoa.
U.S. ETF/ETF industry in Q1: record $298 billion net flows,
$96 billion in March alone (source: ETFGI)
Net inflows into U.S. listed ETFs the week ending April 18:
$2.9 billion (source: ETF.com)
U.S. ETF/ETF industry in Q1: record $298 billion net flows,
$96 billion in March alone (source: ETFGI)
Net inflows into U.S. listed ETFs the week ending April 18:
$2.9 billion (source: ETF.com)
Reposted by Pat Allen
The slowdown in shipping from Asia we are *already seeing* is likely not about reciprocal tariffs coming into place on Japan, Vietnam, etc. in July. They’re likely stemming from the 145% China and 10% global tariffs.
Not foreseeing those going away soon
bsky.app/profile/bren...
Not foreseeing those going away soon
bsky.app/profile/bren...
Looking at incoming vessels to the Port of Los Angeles (America's largest container port):
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
April 23, 2025 at 11:47 AM
The slowdown in shipping from Asia we are *already seeing* is likely not about reciprocal tariffs coming into place on Japan, Vietnam, etc. in July. They’re likely stemming from the 145% China and 10% global tariffs.
Not foreseeing those going away soon
bsky.app/profile/bren...
Not foreseeing those going away soon
bsky.app/profile/bren...
We'll let the economists and strategists debate whether it's different this time.
From our communications (financial PR and digital marketing strategy) perspective it is.
Here's our blog post and video about communicating through the market volatility.
lowecom.com/insights/blo...
From our communications (financial PR and digital marketing strategy) perspective it is.
Here's our blog post and video about communicating through the market volatility.
lowecom.com/insights/blo...
Communicating through the volatility: 6 ways it’s different this time | Lowe Group
Is it different this time? Maybe not in the markets, but communicating during this drawdown is very different from even five years ago.
lowecom.com
April 17, 2025 at 2:12 PM
We'll let the economists and strategists debate whether it's different this time.
From our communications (financial PR and digital marketing strategy) perspective it is.
Here's our blog post and video about communicating through the market volatility.
lowecom.com/insights/blo...
From our communications (financial PR and digital marketing strategy) perspective it is.
Here's our blog post and video about communicating through the market volatility.
lowecom.com/insights/blo...
Reposted by Pat Allen
Fund managers haven't been this bearish on US assets in 30 years www.bloomberg.com/news/article...
April 15, 2025 at 9:33 AM
Fund managers haven't been this bearish on US assets in 30 years www.bloomberg.com/news/article...
Reposted by Pat Allen
Cool new data in @similarwebinsights.bsky.social showing referral traffic estimates from AI chatbots.
ChatGPT is the big one, followed by Perplexity. Total traffic numbers are still tiny, and not growing much for most websites.
Has the hype started to fade?
ChatGPT is the big one, followed by Perplexity. Total traffic numbers are still tiny, and not growing much for most websites.
Has the hype started to fade?
April 14, 2025 at 12:23 PM
Cool new data in @similarwebinsights.bsky.social showing referral traffic estimates from AI chatbots.
ChatGPT is the big one, followed by Perplexity. Total traffic numbers are still tiny, and not growing much for most websites.
Has the hype started to fade?
ChatGPT is the big one, followed by Perplexity. Total traffic numbers are still tiny, and not growing much for most websites.
Has the hype started to fade?
Reposted by Pat Allen
Economic policy uncertainty is at an all-time high.
April 14, 2025 at 11:53 AM
Economic policy uncertainty is at an all-time high.
"As of Wednesday afternoon, the markets were pricing 30 year Greek bonds as a less risky investment than American ones."
In economics, as in geopolitics, Trump fundamentally misunderstands the limits of American power. It is at the centre of everything he does. The markets, the only real impediment to him now, may be about to teach him how wrong he is.
New writing from me.
open.substack.com/pub/goodalla...
New writing from me.
open.substack.com/pub/goodalla...
Again and again, Trump misunderstands the limits of American power.
And as a result is taking us to a global financial precipice.
open.substack.com
April 10, 2025 at 12:53 PM
"As of Wednesday afternoon, the markets were pricing 30 year Greek bonds as a less risky investment than American ones."
🤪
Final_Version_of_Tarrifs_actualFINALcopy_version7_USETHISONE.docx
April 10, 2025 at 1:27 AM
🤪
Go Cubs go!
April 4, 2025 at 2:03 AM
Go Cubs go!
#econsky at its best this week.
See this guide from @aaronsojourner.org for starter packs and lists. #tariffs
See this guide from @aaronsojourner.org for starter packs and lists. #tariffs
For Bluesky-Curious Econ Lovers, a Quick Start guide to plugging into the economics community here.
It aims to lower the costs & boost the benefits for folks to engage here.
If it seems useful, please share it here & especially on X.
📉📈 #️⃣#️⃣
aaronsojourner.org/for-bluesky-...
It aims to lower the costs & boost the benefits for folks to engage here.
If it seems useful, please share it here & especially on X.
📉📈 #️⃣#️⃣
aaronsojourner.org/for-bluesky-...
For Bluesky-Curious Econ Lovers - Aaron Sojourner
This Quick Start guide aims to help econ lovers easily join Bluesky’s growing economics community. The Bluesky User FAQ covers generic basics, like how to start an account. This guide orients you to e...
aaronsojourner.org
April 3, 2025 at 11:57 AM
#econsky at its best this week.
See this guide from @aaronsojourner.org for starter packs and lists. #tariffs
See this guide from @aaronsojourner.org for starter packs and lists. #tariffs
Just wondering about this the other day--is anyone launching mutual funds anymore? Barely.
fuse-research.com/mutual-fund-...
fuse-research.com/mutual-fund-...
Mutual Fund Product Development Grinds to a Halt in 2025 as Managers Opt for ETFs | Fuse Research Network
As of February 2025, only five mutual funds were launched, compared to 134 ETFs.
fuse-research.com
March 27, 2025 at 1:39 PM
Just wondering about this the other day--is anyone launching mutual funds anymore? Barely.
fuse-research.com/mutual-fund-...
fuse-research.com/mutual-fund-...
Reposted by Pat Allen
March 26, 2025 at 11:26 AM
They're doing such important work 👏
The Trump administration's erasure of federal data has put the Internet Archive in the spotlight. The organization, with its small but mighty team, is working to help save the world's digital history.
Humming along in an old church, the Internet Archive is more relevant than ever
The Trump administration's erasure of federal data has put the Internet Archive in the spotlight. The organization, with its small but mighty team, is working to help save the world's digital history.
www.npr.org
March 23, 2025 at 5:01 PM
They're doing such important work 👏
Reposted by Pat Allen
This is more important than you realize. Bluesky doesn’t downgrade links. Which means news sites will get more traffic from here than other sites.
Which gives them economic reasons to post here first.
Which gives them economic reasons to post here first.
Bluesky says it is now sending referral traffic through its "go" subdomain to make it easier for publishers to track the traffic coming from the social network (Sarah Perez/TechCrunch)
Main Link | Mediagazer Permalink
Main Link | Mediagazer Permalink
March 21, 2025 at 12:31 AM
This is more important than you realize. Bluesky doesn’t downgrade links. Which means news sites will get more traffic from here than other sites.
Which gives them economic reasons to post here first.
Which gives them economic reasons to post here first.