CJ Gil
@cjgilchrist.bsky.social
Tweets are not financial advice and are for informational purposes only. Recovering PM.
Reposted by CJ Gil
More bear chatter, via the JPM desk:
“.. It’s rarely a good thing when a company funds purchase of its goods by direct customers, and some are going so far as to say we’re at the end of the build-out phase when companies have to ‘pay people to buy their stuff.’”
$NVDA / OpenAI
“.. It’s rarely a good thing when a company funds purchase of its goods by direct customers, and some are going so far as to say we’re at the end of the build-out phase when companies have to ‘pay people to buy their stuff.’”
$NVDA / OpenAI
September 22, 2025 at 10:11 PM
More bear chatter, via the JPM desk:
“.. It’s rarely a good thing when a company funds purchase of its goods by direct customers, and some are going so far as to say we’re at the end of the build-out phase when companies have to ‘pay people to buy their stuff.’”
$NVDA / OpenAI
“.. It’s rarely a good thing when a company funds purchase of its goods by direct customers, and some are going so far as to say we’re at the end of the build-out phase when companies have to ‘pay people to buy their stuff.’”
$NVDA / OpenAI
Reposted by CJ Gil
Another first for Shohei Ohtani ⚾️
The Dodgers star became the only player in MLB history to hit 50 home runs and strike out 50 batters in the same season ...
And the Dodgers still lost: http://dlvr.it/TN77GF
The Dodgers star became the only player in MLB history to hit 50 home runs and strike out 50 batters in the same season ...
And the Dodgers still lost: http://dlvr.it/TN77GF
September 17, 2025 at 11:01 AM
Another first for Shohei Ohtani ⚾️
The Dodgers star became the only player in MLB history to hit 50 home runs and strike out 50 batters in the same season ...
And the Dodgers still lost: http://dlvr.it/TN77GF
The Dodgers star became the only player in MLB history to hit 50 home runs and strike out 50 batters in the same season ...
And the Dodgers still lost: http://dlvr.it/TN77GF
In the age of Shein and the fast-fashion haul, a group of Capitol Hill legislators wants everybody to buy more secondhand-clothes.
Bipartisan Legislators Want More People to Shop Secondhand
A Capitol Hill group is launching a sustainability caucus to boost companies like eBay and Depop as fast-fashion creates mountains of waste.
on.wsj.com
June 25, 2025 at 2:41 PM
$WINA
Is fast fashion fizzling? The Outside Festival in Denver showed secondhand is back in style.
Is fast fashion fizzling? The Outside Festival in Denver showed secondhand is back in style.
Photographer Alyte Katilius figured she’d find lots of her Gen Z counterparts sporting fast fashion outfits at the three-day festival in Denver’s Civic Center Park. Nuh-uh.
coloradosun.com
June 20, 2025 at 2:40 PM
$WINA
Ooof
The chart of Challenger service sector layoffs will get your attention.
(via Kevin Gordon) 🇺🇸
(via Kevin Gordon) 🇺🇸
June 5, 2025 at 12:46 PM
Ooof
Reposted by CJ Gil
Happy Pride Month! 🏳️🌈 At RivianTrackr, I'm proud to support a community that celebrates diversity, inclusion, and adventure for all. I'm committed to creating a safe and welcoming space for everyone, no matter who you are or who you love. ❤️
June 1, 2025 at 7:55 PM
Happy Pride Month! 🏳️🌈 At RivianTrackr, I'm proud to support a community that celebrates diversity, inclusion, and adventure for all. I'm committed to creating a safe and welcoming space for everyone, no matter who you are or who you love. ❤️
🤬
here's an analysis of the tax provisions in the Big Beautiful Bill. 1% of benefits go to the bottom fifth, 67% to the top fifth, and 24% to the top one-hundredth itep.org/analysis-of-...
May 21, 2025 at 6:22 PM
🤬
No one talks about only solution: Raise entitlement benefit date to life expectancy (as designed) over the next 30 years so that no one feels it. 2008 crisis gave the opportunity, and it was missed.
@steveliesman.bsky.social
@andrewrsorkin.bsky.social
www.cnbc.com/video/2025/0...
@steveliesman.bsky.social
@andrewrsorkin.bsky.social
www.cnbc.com/video/2025/0...
May 14, 2025 at 10:11 PM
No one talks about only solution: Raise entitlement benefit date to life expectancy (as designed) over the next 30 years so that no one feels it. 2008 crisis gave the opportunity, and it was missed.
@steveliesman.bsky.social
@andrewrsorkin.bsky.social
www.cnbc.com/video/2025/0...
@steveliesman.bsky.social
@andrewrsorkin.bsky.social
www.cnbc.com/video/2025/0...
Best thing I've seen this year.
TANK vs TESLA
"We've crushed fascism before and we'll crush it again"
- WW2 veteran Ken, 98, in the tank
"We've crushed fascism before and we'll crush it again"
- WW2 veteran Ken, 98, in the tank
May 7, 2025 at 6:59 PM
Best thing I've seen this year.
This may be the single best, all-encompassing podcast I've ever listened to.
open.spotify.com/episode/6aaq...
open.spotify.com/episode/6aaq...
The Savings Expert: They're Lying To You About Buying A House! Tariffs Are About To Skyrocket Cost Of Living! Here's The Truth About America Collapsing!
The Diary Of A CEO with Steven Bartlett · Episode
open.spotify.com
April 28, 2025 at 11:15 PM
This may be the single best, all-encompassing podcast I've ever listened to.
open.spotify.com/episode/6aaq...
open.spotify.com/episode/6aaq...
Reposted by CJ Gil
I'm going to take a wild guess and say that the reason Trump is starting to cave on China tariffs is CEOs of three big-box stores -- Walmart, Target and Home Depot -- told him shelves would start to empty out in 2 weeks. Source: www.axios.com/2025/04/23/t... #EconSky
April 23, 2025 at 11:44 AM
I'm going to take a wild guess and say that the reason Trump is starting to cave on China tariffs is CEOs of three big-box stores -- Walmart, Target and Home Depot -- told him shelves would start to empty out in 2 weeks. Source: www.axios.com/2025/04/23/t... #EconSky
Reposted by CJ Gil
S&P 500 earnings revision momentum/breadth now at April 2020 levels.
Worse than any point in the 2022 bear market. sherwood.news/markets/s-an...
Worse than any point in the 2022 bear market. sherwood.news/markets/s-an...
April 14, 2025 at 5:57 PM
S&P 500 earnings revision momentum/breadth now at April 2020 levels.
Worse than any point in the 2022 bear market. sherwood.news/markets/s-an...
Worse than any point in the 2022 bear market. sherwood.news/markets/s-an...
China admitted to WTO Dec 11, 2001. Interesting.
'In 1999, the value of Chinese goods exports came to only about a tenth of U.S.’s—less than Sweden’s. In 2008, it would surpass the U.S. as the world’s top exporter of goods.' www.wsj.com/economy/us-m...
April 14, 2025 at 6:49 PM
China admitted to WTO Dec 11, 2001. Interesting.
Absolutely outstanding. Overcoming slips and unleashing emotions at level rarely seen. Can't believe how much drive, grit, and emotional control he demonstrated.
✅ First major win in 11 years
✅ First Masters win
✅ Career Grand Slam
Soak it in Rory.
✅ First Masters win
✅ Career Grand Slam
Soak it in Rory.
April 14, 2025 at 12:02 AM
Absolutely outstanding. Overcoming slips and unleashing emotions at level rarely seen. Can't believe how much drive, grit, and emotional control he demonstrated.
Goldman Sachs: 'US equity valuations are difficult to sustain
structurally if there is a trend towards higher inflation and lower corporate profitability.' www.gspublishing.com/content/rese...
structurally if there is a trend towards higher inflation and lower corporate profitability.' www.gspublishing.com/content/rese...
April 13, 2025 at 2:52 PM
Reposted by CJ Gil
This is the fuel mix in ERCOT (Texas) for the past week (top) vs same week 4 years ago (bottom). Solar generation is in yellow. Solar barely registered in 2021; today it accounts for roughly 50% of generation during the day in the shoulder months.
data via @gridstatus.io
data via @gridstatus.io
April 13, 2025 at 1:29 PM
This is the fuel mix in ERCOT (Texas) for the past week (top) vs same week 4 years ago (bottom). Solar generation is in yellow. Solar barely registered in 2021; today it accounts for roughly 50% of generation during the day in the shoulder months.
data via @gridstatus.io
data via @gridstatus.io
"Don't ignore the credit markets" was one of first lessons I learned in investing.
April 4, 2025 at 12:22 PM
"Don't ignore the credit markets" was one of first lessons I learned in investing.
Reposted by CJ Gil
March 30, 2025 at 9:29 PM