Paul Heckman
@pheckman.bsky.social
alright, let's give this a try...
Reposted by Paul Heckman
Interesting to watch online conservatives look for an offramp without handing it to the libs and they appear to be landing on the Second Amendment.
January 25, 2026 at 12:16 AM
Interesting to watch online conservatives look for an offramp without handing it to the libs and they appear to be landing on the Second Amendment.
It's not that cold out while the sun's up people fucking grow a pair
January 23, 2026 at 9:38 PM
It's not that cold out while the sun's up people fucking grow a pair
Reposted by Paul Heckman
TACO is actually a circle of hell. I'm so bored of this shit
January 19, 2026 at 2:11 PM
TACO is actually a circle of hell. I'm so bored of this shit
romo is so good here
January 18, 2026 at 12:39 AM
romo is so good here
@conorsen.bsky.social my above 50/50 money here would be on Allen to do this
January 18, 2026 at 12:34 AM
@conorsen.bsky.social my above 50/50 money here would be on Allen to do this
Reposted by Paul Heckman
Womp womp
CPI is a fixed-weight basket of goods and services, but PCE inflation is weighted towards how consumers actually spend
When you look at the goods where people actually allocate their dollars and prices are less volatile, we're seeing some meaningful upside right now
CPI is a fixed-weight basket of goods and services, but PCE inflation is weighted towards how consumers actually spend
When you look at the goods where people actually allocate their dollars and prices are less volatile, we're seeing some meaningful upside right now
January 13, 2026 at 5:18 PM
Womp womp
CPI is a fixed-weight basket of goods and services, but PCE inflation is weighted towards how consumers actually spend
When you look at the goods where people actually allocate their dollars and prices are less volatile, we're seeing some meaningful upside right now
CPI is a fixed-weight basket of goods and services, but PCE inflation is weighted towards how consumers actually spend
When you look at the goods where people actually allocate their dollars and prices are less volatile, we're seeing some meaningful upside right now
Reposted by Paul Heckman
Reposted by Paul Heckman
*LEAVITT: TRUMP DID NOT DIRECT DOJ TO INVESTIGATE POWELL
The only way this could even go anywhere is if Trump marshaled all his will. It's not like there's an independent DOJ who has enough juice to pull this off.
The only way this could even go anywhere is if Trump marshaled all his will. It's not like there's an independent DOJ who has enough juice to pull this off.
January 12, 2026 at 6:19 PM
*LEAVITT: TRUMP DID NOT DIRECT DOJ TO INVESTIGATE POWELL
The only way this could even go anywhere is if Trump marshaled all his will. It's not like there's an independent DOJ who has enough juice to pull this off.
The only way this could even go anywhere is if Trump marshaled all his will. It's not like there's an independent DOJ who has enough juice to pull this off.
Reposted by Paul Heckman
Reposted by Paul Heckman
I think there is a need for a fundamentally more pessimistic and risk-averse approach to the politics of 2026 and 2028 than I see most Democrats willing to embrace and it leaves me very worried despite the various cracks in Trump’s shell.
January 12, 2026 at 2:07 PM
I think there is a need for a fundamentally more pessimistic and risk-averse approach to the politics of 2026 and 2028 than I see most Democrats willing to embrace and it leaves me very worried despite the various cracks in Trump’s shell.
Reposted by Paul Heckman
Once again, let me reiterate this this guy is a mouthpiece for authoritarianism. He proves it over and over again when he goes after Powell.
Guess the Fed chair should just always preemptively step down rather than do anything that the president might disagree with. That will do wonders for Fed independence
January 12, 2026 at 2:09 PM
Once again, let me reiterate this this guy is a mouthpiece for authoritarianism. He proves it over and over again when he goes after Powell.
Caleb. Calm interview. Gotta love that.
January 11, 2026 at 4:40 AM
Caleb. Calm interview. Gotta love that.
Reposted by Paul Heckman
Reposted by Paul Heckman
First year without Ohio State or Alabama in the CFP semifinals since the college football playoff began (2014-15 season).
January 1, 2026 at 11:19 PM
First year without Ohio State or Alabama in the CFP semifinals since the college football playoff began (2014-15 season).
Reposted by Paul Heckman
Yesterday's equity put/call ratio was .92.
On the 23rd it was .46.
My pinned tweet works just fine.
On the 23rd it was .46.
My pinned tweet works just fine.
January 1, 2026 at 12:53 PM
Yesterday's equity put/call ratio was .92.
On the 23rd it was .46.
My pinned tweet works just fine.
On the 23rd it was .46.
My pinned tweet works just fine.
Reposted by Paul Heckman
I don’t put too much weight on years of the presidential cycle but it’s crazy how just about every midterm year going back to 1990 — 1990, 1994, 1998, 2002, 2006, 2010, 2014, 2018, 2022 — was pretty challenging in markets. Two exceptions-ish were 2006 but that had a Q2 growth scare and 2014 (Ebola).
December 31, 2025 at 12:49 PM
I don’t put too much weight on years of the presidential cycle but it’s crazy how just about every midterm year going back to 1990 — 1990, 1994, 1998, 2002, 2006, 2010, 2014, 2018, 2022 — was pretty challenging in markets. Two exceptions-ish were 2006 but that had a Q2 growth scare and 2014 (Ebola).
Reposted by Paul Heckman
As a white college educated Democrat, I think we are correct about this and the majority is wrong.
But it’s a reminder that I live in a bit of a bubble (and met most of you on here are in it with me) in terms of people’s views on things.
But it’s a reminder that I live in a bit of a bubble (and met most of you on here are in it with me) in terms of people’s views on things.
December 23, 2025 at 10:52 PM
As a white college educated Democrat, I think we are correct about this and the majority is wrong.
But it’s a reminder that I live in a bit of a bubble (and met most of you on here are in it with me) in terms of people’s views on things.
But it’s a reminder that I live in a bit of a bubble (and met most of you on here are in it with me) in terms of people’s views on things.
Reposted by Paul Heckman
So basically we cant trust them, whoever it is. Anyone who wants the job under these conditions.....
*TRUMP: ANYONE THAT DISAGREES WITH ME WILL NEVER BE FED CHAIRMAN
Great message for global markets/investors in dollar assets...
Great message for global markets/investors in dollar assets...
December 23, 2025 at 6:53 PM
So basically we cant trust them, whoever it is. Anyone who wants the job under these conditions.....
Reposted by Paul Heckman
December 16, 2025 at 4:36 PM
Dumb as it sounds... I think mine would be The Beach
If I could only (re)watch one movie before I died it’d probably be A Few Good Men.
December 15, 2025 at 3:36 AM
Dumb as it sounds... I think mine would be The Beach
Reposted by Paul Heckman
*ORACLE SEES ANNUAL CAPEX ABOUT $15 BILLION HIGHER THAN FORECAST
December 10, 2025 at 10:11 PM
*ORACLE SEES ANNUAL CAPEX ABOUT $15 BILLION HIGHER THAN FORECAST
Reposted by Paul Heckman
December 7, 2025 at 3:15 PM
@conorsen.bsky.social obv it's a football night but...any thoughts on Kevin O Leary in Marty S?
First I saw Tyler the Creator & Abel Ferrara in there & thought...that's pretty awesome that's really going to work w a Safdie
Then on the trailer thought "is that o Leary?" & kinda negated the former
First I saw Tyler the Creator & Abel Ferrara in there & thought...that's pretty awesome that's really going to work w a Safdie
Then on the trailer thought "is that o Leary?" & kinda negated the former
December 6, 2025 at 11:36 PM
@conorsen.bsky.social obv it's a football night but...any thoughts on Kevin O Leary in Marty S?
First I saw Tyler the Creator & Abel Ferrara in there & thought...that's pretty awesome that's really going to work w a Safdie
Then on the trailer thought "is that o Leary?" & kinda negated the former
First I saw Tyler the Creator & Abel Ferrara in there & thought...that's pretty awesome that's really going to work w a Safdie
Then on the trailer thought "is that o Leary?" & kinda negated the former
@vkmacro.bsky.social 'nother wild move w silver today. honestly had figured it was likely done with that stuff for the year but wondering if now it may have become a generic risk on, hoarding trade
who knows. shall see
who knows. shall see
November 26, 2025 at 9:38 PM
@vkmacro.bsky.social 'nother wild move w silver today. honestly had figured it was likely done with that stuff for the year but wondering if now it may have become a generic risk on, hoarding trade
who knows. shall see
who knows. shall see
Would be so great to know where all the turbolib bots/accounts are on here
Need it @support.bsky.team . You can outdo elno
Need it @support.bsky.team . You can outdo elno
November 23, 2025 at 8:15 AM
Would be so great to know where all the turbolib bots/accounts are on here
Need it @support.bsky.team . You can outdo elno
Need it @support.bsky.team . You can outdo elno