matthewsphillips.bsky.social
@matthewsphillips.bsky.social
Interesting market price I’ve been watching lately, from Morgan Stanley’s big note on tech hardware, which clobbered Dell shares today ...
November 17, 2025 at 8:45 PM
Can’t stand this, “People on the right shouldn’t support the Trump administration’s effort to suppress free speech because eventually it’ll be used by leftists against them!”

What about: It’s wrong. This is a free country. Americans have a right to criticize the government and the president.
Joe Rogan on Jimmy Kimmel's suspension: “I definitely don't think that the government should be involved, ever, in dictating what a comedian can or cannot say ... That's fucking crazy.”

www.mediamatters.org/joe-rogan-ex...
September 23, 2025 at 7:21 PM
Buried two scrolls down on the Journal’s website:

Seems like it would warrant a bit more attention. But what do I know.
September 22, 2025 at 2:33 PM
Are with in the midst of an asset bubble?

Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
September 19, 2025 at 7:51 PM
Reposted
We’re peacefully protesting for our neighbors. What does ICE do?

Pick us up and throw us on the ground. No arrest, no identification, no process.
September 12, 2025 at 11:25 AM
Reposted
Israel is committing genocide against Palestinians in Gaza, a legal analysis commissioned by the UN's Human Rights Council says. According to a team of independent experts, four of five legal markers defining genocide have been met.

Israel slammed the report, calling it “distorted and false.”
Israel Committing Genocide in Gaza, UN-Commissioned Report Says
A United Nations-commissioned report concluded Israel is committing genocide against Palestinians in Gaza, and called for the international community to fulfill its legal obligations to end it and “pu...
www.bloomberg.com
September 16, 2025 at 1:44 PM
The Palestinian freelance AP photographer who took these pictures, died in the Israeli airstrike on Nasser Hospital on Monday, the AP said: apnews.com/article/mide...

These images, many of starving, dying or dead children, are incredibly difficult to look at: apnews.com/photo-galler...
Photos by journalist Mariam Dagga
Mariam Dagga, a visual freelance journalist for The Associated Press, chronicled the stream of wounded and dead that every day flowed into southern Gaza’s main hospital, where she was often based.
apnews.com
August 25, 2025 at 3:47 PM
Corporate America plans to raise prices.

(Chart, Morgan Stanley)
August 25, 2025 at 2:54 PM
Did you guys feel another tremor?
August 5, 2025 at 4:13 PM
Not trying to troll the Blue Sky faithful ... but Trump was kind of right.

sherwood.news/markets/japa...
Japanese carmakers are indeed eating the bulk of Trump's tariffs — at least for now
Japanese carmakers are eating the bulk of the 25% tariffs the administration slapped on its exports to the US, in a remarkably Trumpian violation...
sherwood.news
July 17, 2025 at 5:54 PM
Reposted
@matthewsphillips.bsky.social makes the (convincing) case that Palantir’s valuation is INSANE sherwood.news/markets/pala...
July 17, 2025 at 5:42 PM
It’s always Christopher Reeve. The greatest. Incidentally, pretty sure those movies are why I became a reporter. I still have my lunchbox somewhere, which shows Clark Kent getting yelled at by his editor.

www.nytimes.com/2025/07/16/m...
July 17, 2025 at 1:55 PM
July 11, 2025 at 2:19 PM
New high for stocks.

sherwood.news/markets/stoc...
June 27, 2025 at 1:46 PM
New post just dropped:

sherwood.news/markets/gold...
June 20, 2025 at 3:46 PM
Don Zimmer! 1955! Check the ups.
June 20, 2025 at 1:44 PM
Really great work from Sherwood’s @jedwrdmoreno.bsky.social covering the murky “franken-pills” telehealth companies are increasingly pushing.
My colleague @jedwrdmoreno.bsky.social has been covering the hell out of these telehealth / pharma startups like Hims & Hers / Ro. He dives into the growth of “franken-pills” that combine ED+hair loss drugs via compounding which aren’t regulated or approved by the FDA. sherwood.news/business/the...
The controversial rise of Franken-pills: Telehealth companies push to mix meds in a single pill
Combination pills, like those that treat ED and hair loss at the same time, help companies like Hims & Hers and Ro with customer retention. But...
sherwood.news
June 13, 2025 at 3:27 PM
Where are the customers’ marinas?
June 12, 2025 at 4:05 PM
Excellent bad sell-side research pun here ... chef’s kiss.
June 12, 2025 at 1:25 PM
The word “tax” does not appear in this story. Remarkable.
June 11, 2025 at 2:38 PM
Been doing a lot of thinking about boxes.

sherwood.news/markets/as-g...
As goes the humble cardboard box, so goes the economy
Box factories are folding, a worrying sign for the outlook....
sherwood.news
May 15, 2025 at 7:31 PM
Sherwood News is THE ONLY PLACE you get this level of stock market insight!

sherwood.news/markets/say-...
May 7, 2025 at 3:32 PM
WSJ great Jason Zweig is a must read on Buffett’s farewell.

But I did chuckle at this phrasing: “a human form of artificial intelligence”

That’s what we used to call, wait for it.... intelligence!

www.wsj.com/finance/inve...
May 6, 2025 at 8:16 PM