alex
@actopcorner.bsky.social
macro. fixed income guy with a terrible habit (COYS).
Alright who's copping the @employamerica.bsky.social shearling denim jacket @skandaamarnath.bsky.social
December 3, 2024 at 5:58 PM
Alright who's copping the @employamerica.bsky.social shearling denim jacket @skandaamarnath.bsky.social
We did it, we made Thanksgiving woke.
November 29, 2024 at 3:55 AM
We did it, we made Thanksgiving woke.
btw at the same time Fed hawkishness is moderating
November 27, 2024 at 3:57 AM
btw at the same time Fed hawkishness is moderating
Let's not forget about the OG Medicare frauster
November 18, 2024 at 5:44 PM
Let's not forget about the OG Medicare frauster
One massive headwind for growth is mortgage rates. Not as high as in April, but housing affordability has been getting even worse just as wage growth continues to fall. Add uncertainty over the last four years of easing eligibility from Agencies, it's tough to see housing helping growth anytime soon
November 15, 2024 at 3:04 AM
One massive headwind for growth is mortgage rates. Not as high as in April, but housing affordability has been getting even worse just as wage growth continues to fall. Add uncertainty over the last four years of easing eligibility from Agencies, it's tough to see housing helping growth anytime soon
when u hear labor market prognosticators
July 8, 2023 at 11:08 PM
when u hear labor market prognosticators
Somehow this is the dumbest thing I've ever read https://theathletic.com/4564360/2023/05/31/aaron-rodgers-packers-succession-trade/?source=user_shared_article
May 31, 2023 at 11:15 PM
Somehow this is the dumbest thing I've ever read https://theathletic.com/4564360/2023/05/31/aaron-rodgers-packers-succession-trade/?source=user_shared_article
Tell me you're in your thirties without telling me you're in your thirties
May 26, 2023 at 12:52 AM
Tell me you're in your thirties without telling me you're in your thirties
new kind of Guy just dropped cc @weisenthal.bsky.social
May 23, 2023 at 6:27 PM
new kind of Guy just dropped cc @weisenthal.bsky.social
worth noting as well that while excess savings largely only exists for high income earners, high income households are seeing negative income growth and negative spending growth
May 10, 2023 at 3:43 PM
worth noting as well that while excess savings largely only exists for high income earners, high income households are seeing negative income growth and negative spending growth
here's a snapshot of how credit card balances accelerated last year. fastest since the mid 90s
May 10, 2023 at 12:20 AM
here's a snapshot of how credit card balances accelerated last year. fastest since the mid 90s
This is a few months old now but shows how most of it was driven by uppity income households (think capitalism gains)
May 9, 2023 at 3:06 PM
This is a few months old now but shows how most of it was driven by uppity income households (think capitalism gains)
Excess savings from the pandemic is pretty much gone. And it was unequally distributed in the first place. https://www.frbsf.org/economic-research/publications/economic-letter/2023/may/rise-and-fall-of-pandemic-excess-savings/
May 9, 2023 at 3:03 PM
Excess savings from the pandemic is pretty much gone. And it was unequally distributed in the first place. https://www.frbsf.org/economic-research/publications/economic-letter/2023/may/rise-and-fall-of-pandemic-excess-savings/
Honestly what took him so long? It's not like there aren't lots of newsletter/YouTube outlets that would pay good money for that
May 8, 2023 at 3:54 PM
Honestly what took him so long? It's not like there aren't lots of newsletter/YouTube outlets that would pay good money for that
Not doing too many charts lately because of my 4 week old, but the wildest chart of the year so far: total multifamily units under construction, 1969-present
May 7, 2023 at 1:20 AM
Not doing too many charts lately because of my 4 week old, but the wildest chart of the year so far: total multifamily units under construction, 1969-present
Lol smart guy here didn't take a pic before I put on the Texas crutch
May 6, 2023 at 7:54 PM
Lol smart guy here didn't take a pic before I put on the Texas crutch
Is there a smoked meat bluesky yet?
May 6, 2023 at 7:25 PM
Is there a smoked meat bluesky yet?