Steve Johnson
@johnsosd75.bsky.social
Navigating life like a Stoic with a brokerage account—finding patterns in markets, history, and human nature. Amateur historian, student of Ashtanga, and occasional existentialist. Meditator
Pinned
Steve Johnson
@johnsosd75.bsky.social
· Feb 26
“In the depth of winter, I finally learned that within me there lay an invincible summer.” Albert Camus
— Right now, you’re in a ‘winter’ of illness and exhaustion, but your strength is still there, waiting. Trust it.
— Right now, you’re in a ‘winter’ of illness and exhaustion, but your strength is still there, waiting. Trust it.
Tariffs Are Distorting Supply Chains:
Manufacturers are increasingly absorbing costs but plan to pass them on — especially in metals, packaging, textiles, floor coverings.
Shipping rates have cooled after front-running tariff orders suggesting a brief pause, not normalization.
Manufacturers are increasingly absorbing costs but plan to pass them on — especially in metals, packaging, textiles, floor coverings.
Shipping rates have cooled after front-running tariff orders suggesting a brief pause, not normalization.
July 29, 2025 at 1:33 PM
Tariffs Are Distorting Supply Chains:
Manufacturers are increasingly absorbing costs but plan to pass them on — especially in metals, packaging, textiles, floor coverings.
Shipping rates have cooled after front-running tariff orders suggesting a brief pause, not normalization.
Manufacturers are increasingly absorbing costs but plan to pass them on — especially in metals, packaging, textiles, floor coverings.
Shipping rates have cooled after front-running tariff orders suggesting a brief pause, not normalization.
If he ever seeks what is good, it is because his interest requires it, for he is without moral sense. Goodness, like hate or anger, is for him a matter of calculation.
#StopTrump #Resist
#StopTrump #Resist
July 12, 2025 at 2:13 PM
If he ever seeks what is good, it is because his interest requires it, for he is without moral sense. Goodness, like hate or anger, is for him a matter of calculation.
#StopTrump #Resist
#StopTrump #Resist
It’s getting tougher to find a job!
Initial Jobless Claims: Fell by 10k to 236k, below expectations (243k), but the 4-week average remains elevated at 245k—near August 2023 highs. Continuing Claims: Rose to 1.974 million, a new cycle high and highest since Nov 2021. #stagflation
Initial Jobless Claims: Fell by 10k to 236k, below expectations (243k), but the 4-week average remains elevated at 245k—near August 2023 highs. Continuing Claims: Rose to 1.974 million, a new cycle high and highest since Nov 2021. #stagflation
June 26, 2025 at 1:30 PM
It’s getting tougher to find a job!
Initial Jobless Claims: Fell by 10k to 236k, below expectations (243k), but the 4-week average remains elevated at 245k—near August 2023 highs. Continuing Claims: Rose to 1.974 million, a new cycle high and highest since Nov 2021. #stagflation
Initial Jobless Claims: Fell by 10k to 236k, below expectations (243k), but the 4-week average remains elevated at 245k—near August 2023 highs. Continuing Claims: Rose to 1.974 million, a new cycle high and highest since Nov 2021. #stagflation
Reposted by Steve Johnson
Six former CDC vaccine advisory committee chairs warn: U.S. risks losing access to life-saving immunizations
www.statnews.com/2025/06/20/a...
www.statnews.com/2025/06/20/a...
Six former CDC vaccine advisory committee chairs warn: U.S. risks losing access to life-saving immunizations
“We are witnessing a dismantling of the systems that develop, license, recommend, and monitor vaccines,” write six former chairs of the CDC’s vaccine advisory committee.
www.statnews.com
June 21, 2025 at 11:33 PM
Six former CDC vaccine advisory committee chairs warn: U.S. risks losing access to life-saving immunizations
www.statnews.com/2025/06/20/a...
www.statnews.com/2025/06/20/a...
🇨🇦 Canada dumped $57.8B in U.S. Treasuries in April — 13.5% of its total holdings.
📉 Biggest single-month liquidation since at least 2000.
Message received: allies are rethinking exposure.
#Canada #Treasuries #BondMarket
📉 Biggest single-month liquidation since at least 2000.
Message received: allies are rethinking exposure.
#Canada #Treasuries #BondMarket
June 20, 2025 at 1:34 PM
🇨🇦 Canada dumped $57.8B in U.S. Treasuries in April — 13.5% of its total holdings.
📉 Biggest single-month liquidation since at least 2000.
Message received: allies are rethinking exposure.
#Canada #Treasuries #BondMarket
📉 Biggest single-month liquidation since at least 2000.
Message received: allies are rethinking exposure.
#Canada #Treasuries #BondMarket
Authoritarian consolidation is never subtle.
• Assassinations signal the shift from repression to elimination.
• Parades and pageantry are theater — power dressing up to mask decay.
#Authoritarianism #DemocracyWatch #Resistance #Dictatorship #HumanRights #TruthMatters
• Assassinations signal the shift from repression to elimination.
• Parades and pageantry are theater — power dressing up to mask decay.
#Authoritarianism #DemocracyWatch #Resistance #Dictatorship #HumanRights #TruthMatters
June 15, 2025 at 3:01 PM
Authoritarian consolidation is never subtle.
• Assassinations signal the shift from repression to elimination.
• Parades and pageantry are theater — power dressing up to mask decay.
#Authoritarianism #DemocracyWatch #Resistance #Dictatorship #HumanRights #TruthMatters
• Assassinations signal the shift from repression to elimination.
• Parades and pageantry are theater — power dressing up to mask decay.
#Authoritarianism #DemocracyWatch #Resistance #Dictatorship #HumanRights #TruthMatters
The storm is here.
Will California be a lighthouse—or just another coastline?
#RefugeState #HarborPolitics
#FreeStateMilitia
Will California be a lighthouse—or just another coastline?
#RefugeState #HarborPolitics
#FreeStateMilitia
June 13, 2025 at 2:10 PM
The storm is here.
Will California be a lighthouse—or just another coastline?
#RefugeState #HarborPolitics
#FreeStateMilitia
Will California be a lighthouse—or just another coastline?
#RefugeState #HarborPolitics
#FreeStateMilitia
Not just a blue state. Not just a progressive state.
A harbor state.
A place where people under threat from their own governments, families, or states can land, breathe, and rebuild.
#RefugeState
A harbor state.
A place where people under threat from their own governments, families, or states can land, breathe, and rebuild.
#RefugeState
June 13, 2025 at 2:09 PM
Not just a blue state. Not just a progressive state.
A harbor state.
A place where people under threat from their own governments, families, or states can land, breathe, and rebuild.
#RefugeState
A harbor state.
A place where people under threat from their own governments, families, or states can land, breathe, and rebuild.
#RefugeState
The real question for California isn’t just about immigration.
It’s whether the state will become a true refuge—for LGBTQ+ people, for trans youth, for those fleeing political persecution within the United States.
#SanctuaryState
It’s whether the state will become a true refuge—for LGBTQ+ people, for trans youth, for those fleeing political persecution within the United States.
#SanctuaryState
June 13, 2025 at 2:09 PM
The real question for California isn’t just about immigration.
It’s whether the state will become a true refuge—for LGBTQ+ people, for trans youth, for those fleeing political persecution within the United States.
#SanctuaryState
It’s whether the state will become a true refuge—for LGBTQ+ people, for trans youth, for those fleeing political persecution within the United States.
#SanctuaryState
The Holocaust didn’t start with death camps.
It started with silence, laws, indifference.
Trump only has the power we give him.
History warns. Will we listen? #NeverAgain
It started with silence, laws, indifference.
Trump only has the power we give him.
History warns. Will we listen? #NeverAgain
June 12, 2025 at 3:03 PM
The Holocaust didn’t start with death camps.
It started with silence, laws, indifference.
Trump only has the power we give him.
History warns. Will we listen? #NeverAgain
It started with silence, laws, indifference.
Trump only has the power we give him.
History warns. Will we listen? #NeverAgain
June 12, 1943: The Nazis liquidated the Brzeżany Ghetto (now Berezhany, Ukraine), executing ~1,180 Jews at the old Jewish cemetery.
Never forget. Memory is resistance. Silence is complicity. #Holocaust #OnThisDay #HistoryMatters
Never forget. Memory is resistance. Silence is complicity. #Holocaust #OnThisDay #HistoryMatters
June 12, 2025 at 3:02 PM
June 12, 1943: The Nazis liquidated the Brzeżany Ghetto (now Berezhany, Ukraine), executing ~1,180 Jews at the old Jewish cemetery.
Never forget. Memory is resistance. Silence is complicity. #Holocaust #OnThisDay #HistoryMatters
Never forget. Memory is resistance. Silence is complicity. #Holocaust #OnThisDay #HistoryMatters
Reposted by Steve Johnson
Thousands of immigrants, like Mahmoud Khalil, are trapped in ICE custody, where abuse and cruelty is common.
Tell Congress: Reject any bills that would expand ICE detention.
Tell Congress: Reject any bills that would expand ICE detention.
Shut Down the ICE Detention Machine
Immigrant detention is inhumane, arbitrary, and rife with abuse - but Congress is poised to give over $68 billion to expand ICE's abusive detention system. Take action to shut down the ICE detention m...
https://action.aclu.org/send-message/shut-down-ice-detention-machine?initms_aff=nat&[…]-bsky-social-nat-petition-immigration-immigration-immigration
May 23, 2025 at 2:35 PM
Thousands of immigrants, like Mahmoud Khalil, are trapped in ICE custody, where abuse and cruelty is common.
Tell Congress: Reject any bills that would expand ICE detention.
Tell Congress: Reject any bills that would expand ICE detention.
Reposted by Steve Johnson
B of A: names that benefit from higher nominal rates. 💰
May 23, 2025 at 2:44 PM
B of A: names that benefit from higher nominal rates. 💰
Reposted by Steve Johnson
Trump's official schedule today:
8 AM - 3:30 PM Absolutely nothing (well except to shiv Tim Apple and the market)
3:30 PM Fuck off to Bedminster for 4 days of golf on our dime
that's it folks
8 AM - 3:30 PM Absolutely nothing (well except to shiv Tim Apple and the market)
3:30 PM Fuck off to Bedminster for 4 days of golf on our dime
that's it folks
May 23, 2025 at 2:50 PM
Trump's official schedule today:
8 AM - 3:30 PM Absolutely nothing (well except to shiv Tim Apple and the market)
3:30 PM Fuck off to Bedminster for 4 days of golf on our dime
that's it folks
8 AM - 3:30 PM Absolutely nothing (well except to shiv Tim Apple and the market)
3:30 PM Fuck off to Bedminster for 4 days of golf on our dime
that's it folks
Reposted by Steve Johnson
Leerink's Whit Mayo says GOP Medicaid cuts are "materially less bad" as they grandfather state provider taxes which boost fed funding, but 6-month redeterminations could lead to adverse selection, with sicker beneficiaries "more proactive in preserving their coverage."
#CNC #MOH seeing most pressure
#CNC #MOH seeing most pressure
May 23, 2025 at 2:53 PM
“Nowhere can man find a quieter or more untroubled retreat than in his own soul.” —Marcus Aurelius
Notice each judgment. Let it float by like a cloud. Label it gently: “Not mine.”
Peace begins when you stop identifying with the noise. #Mindfulness #MarcusAurelius #StoicWisdom #InnerPeace
Notice each judgment. Let it float by like a cloud. Label it gently: “Not mine.”
Peace begins when you stop identifying with the noise. #Mindfulness #MarcusAurelius #StoicWisdom #InnerPeace
May 18, 2025 at 4:03 PM
“Nowhere can man find a quieter or more untroubled retreat than in his own soul.” —Marcus Aurelius
Notice each judgment. Let it float by like a cloud. Label it gently: “Not mine.”
Peace begins when you stop identifying with the noise. #Mindfulness #MarcusAurelius #StoicWisdom #InnerPeace
Notice each judgment. Let it float by like a cloud. Label it gently: “Not mine.”
Peace begins when you stop identifying with the noise. #Mindfulness #MarcusAurelius #StoicWisdom #InnerPeace
Reposted by Steve Johnson
May 13, 2025 at 5:24 PM
“You keep waiting for the grownups to show up. But turns out, it’s just us. Always was. It’s all still there…
May 14, 2025 at 12:27 AM
“You keep waiting for the grownups to show up. But turns out, it’s just us. Always was. It’s all still there…
Reposted by Steve Johnson
Was today still Biden's stock market?
May 12, 2025 at 8:18 PM
Was today still Biden's stock market?
Reposted by Steve Johnson
Word of the Day: Equanimity
Mental calm in chaos. Stillness in the storm.
Marcus Aurelius called it power over the mind.
Today, claim that power.
#Stoicism #WordOfTheDay #Mindfulness #MarcusAurelius
Mental calm in chaos. Stillness in the storm.
Marcus Aurelius called it power over the mind.
Today, claim that power.
#Stoicism #WordOfTheDay #Mindfulness #MarcusAurelius
May 10, 2025 at 2:53 PM
Word of the Day: Equanimity
Mental calm in chaos. Stillness in the storm.
Marcus Aurelius called it power over the mind.
Today, claim that power.
#Stoicism #WordOfTheDay #Mindfulness #MarcusAurelius
Mental calm in chaos. Stillness in the storm.
Marcus Aurelius called it power over the mind.
Today, claim that power.
#Stoicism #WordOfTheDay #Mindfulness #MarcusAurelius
Reposted by Steve Johnson
Imagine that.
A CEO telling an anti-DEI proponent: "Our commitment to inclusion furthers our strategic priorities and generates shareholder value."
$BMY
A CEO telling an anti-DEI proponent: "Our commitment to inclusion furthers our strategic priorities and generates shareholder value."
$BMY
Bristol Myers Squibb Board Chair and CEO's response to anti-DEI proposal presenters in today's annual shareholders meeting:
May 6, 2025 at 3:31 PM
Imagine that.
A CEO telling an anti-DEI proponent: "Our commitment to inclusion furthers our strategic priorities and generates shareholder value."
$BMY
A CEO telling an anti-DEI proponent: "Our commitment to inclusion furthers our strategic priorities and generates shareholder value."
$BMY