Kalani o Māui
@mauiboymacro.bsky.social
Kamaʻāina | Entrepreneur | Investor | Wall St Alum | Former Financial Services Executive
South Korea KOSPI 200 😳
November 5, 2025 at 1:59 AM
South Korea KOSPI 200 😳
Nikkei 225 Index 😳
November 5, 2025 at 1:58 AM
Nikkei 225 Index 😳
Under the ‘Holders’ tab (in order by size of holdings) when you type in a ticker symbol.
November 1, 2025 at 4:48 PM
Under the ‘Holders’ tab (in order by size of holdings) when you type in a ticker symbol.
Job cuts hit a fresh high in October as private-sector related cuts surge, highlighting weakening demand for labor and continued labor shedding by firms.
@macroedgeres.bsky.social
@macroedgeres.bsky.social
October 31, 2025 at 7:10 PM
Job cuts hit a fresh high in October as private-sector related cuts surge, highlighting weakening demand for labor and continued labor shedding by firms.
@macroedgeres.bsky.social
@macroedgeres.bsky.social
All the people leaving negative Burry comments here need to get a clue.
October 31, 2025 at 4:00 PM
All the people leaving negative Burry comments here need to get a clue.
Back to back Hindenburg Omens. 👇🏼
October 31, 2025 at 4:23 AM
Back to back Hindenburg Omens. 👇🏼
We recorded a Hindenburg Omen yesterday. 👇🏼
October 30, 2025 at 2:51 PM
We recorded a Hindenburg Omen yesterday. 👇🏼
October Job Cuts 👇🏼
October 28, 2025 at 8:24 PM
October Job Cuts 👇🏼
OER (Owners Equivalent of Rent) is something I’ve spent a lot of time on in previous posts. 👇🏼
This has a more than 40% weighting in the CPI calculation, so if this trend continues (as I expect it to), deflation is the risk that almost nobody is talking about.
This has a more than 40% weighting in the CPI calculation, so if this trend continues (as I expect it to), deflation is the risk that almost nobody is talking about.
October 24, 2025 at 3:39 PM
OER (Owners Equivalent of Rent) is something I’ve spent a lot of time on in previous posts. 👇🏼
This has a more than 40% weighting in the CPI calculation, so if this trend continues (as I expect it to), deflation is the risk that almost nobody is talking about.
This has a more than 40% weighting in the CPI calculation, so if this trend continues (as I expect it to), deflation is the risk that almost nobody is talking about.
However, instead of “creating credit” (new deposits into the economy) like a Bank, these entities are leveraging private equity capital using cheaper bank debt - this is leverage, not Credit creation
October 21, 2025 at 2:42 PM
However, instead of “creating credit” (new deposits into the economy) like a Bank, these entities are leveraging private equity capital using cheaper bank debt - this is leverage, not Credit creation
Considering that most of the gains in M2 have been the monetary base not money, makes Mark’s chart is even scarier.
October 21, 2025 at 1:44 AM
Considering that most of the gains in M2 have been the monetary base not money, makes Mark’s chart is even scarier.
With all due respect to Bob, traditional banks are loaning much more money to NDFIs, who are then making all the high risk loans. They just moved the risk, but it’s still systemic.
October 20, 2025 at 3:48 PM
With all due respect to Bob, traditional banks are loaning much more money to NDFIs, who are then making all the high risk loans. They just moved the risk, but it’s still systemic.
I don’t understand the trolling here. He made a call that was incorrect. But his track record beats almost everyone (amateurs and pros). 👇🏼
Does one bad call two years ago define you?
Does one bad call two years ago define you?
October 18, 2025 at 9:22 PM
I don’t understand the trolling here. He made a call that was incorrect. But his track record beats almost everyone (amateurs and pros). 👇🏼
Does one bad call two years ago define you?
Does one bad call two years ago define you?
This whole news story is ridiculous. This deal was announced a month ago, just a recycled story. 👇🏼
October 13, 2025 at 4:57 PM
This whole news story is ridiculous. This deal was announced a month ago, just a recycled story. 👇🏼
And a $5.5 Billion development! 👇🏼
October 12, 2025 at 10:20 PM
And a $5.5 Billion development! 👇🏼
Qatar is a state sponsor of terrorism. Yeah, Trump gets a $5.5 Billion development, but seriously, WTF?
October 11, 2025 at 1:24 AM
Qatar is a state sponsor of terrorism. Yeah, Trump gets a $5.5 Billion development, but seriously, WTF?
Things change with a $5.5 Billion deal. 👇🏼
October 10, 2025 at 6:46 PM
Things change with a $5.5 Billion deal. 👇🏼
Now it makes sense. 🤦🏻♂️
October 10, 2025 at 5:06 PM
Now it makes sense. 🤦🏻♂️
AI CapEx deals explained. 👇🏼
October 6, 2025 at 9:05 PM
AI CapEx deals explained. 👇🏼
The billionaire circle jerk continues.
October 6, 2025 at 3:38 PM
The billionaire circle jerk continues.
The S&P 500 Index - Regression to Trend
At the end of September, the inflation-adjusted S&P Composite Index is 193% above its long-term trend. 👇🏼
Since August, the index has been 4 standard deviations above trend for the first time in history.
But please, tell me more about how there’s no bubble.
At the end of September, the inflation-adjusted S&P Composite Index is 193% above its long-term trend. 👇🏼
Since August, the index has been 4 standard deviations above trend for the first time in history.
But please, tell me more about how there’s no bubble.
October 4, 2025 at 4:13 PM
The S&P 500 Index - Regression to Trend
At the end of September, the inflation-adjusted S&P Composite Index is 193% above its long-term trend. 👇🏼
Since August, the index has been 4 standard deviations above trend for the first time in history.
But please, tell me more about how there’s no bubble.
At the end of September, the inflation-adjusted S&P Composite Index is 193% above its long-term trend. 👇🏼
Since August, the index has been 4 standard deviations above trend for the first time in history.
But please, tell me more about how there’s no bubble.
The White House announces that the US Treasury will be producing $1 coins with President Trump's face. 👇🏼
October 3, 2025 at 6:05 PM
The White House announces that the US Treasury will be producing $1 coins with President Trump's face. 👇🏼