RE Hunter
@rehunter145.bsky.social
Founder and CEO of MoveZen, an Inc 5000 recognized company.
Reposted by RE Hunter
What can history teach us about what happens when a populist strongman with an idiosyncratic taste for low interest rates undermines central bank independence?
January 12, 2026 at 1:44 AM
What can history teach us about what happens when a populist strongman with an idiosyncratic taste for low interest rates undermines central bank independence?
Reposted by RE Hunter
I don’t think we should have ceded control quite so quickly and without so much as a fight.
January 10, 2026 at 2:52 AM
I don’t think we should have ceded control quite so quickly and without so much as a fight.
Reposted by RE Hunter
January 10, 2026 at 12:31 AM
Reposted by RE Hunter
Heavy Truck Sales Collapsed in Q4; Down 32.5% Year-over-year in December
www.calculatedriskblog.com/2026/01/heav...
www.calculatedriskblog.com/2026/01/heav...
Heavy Truck Sales Collapsed in Q4; Down 32.5% Year-over-year in December
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the December 2025 seasonally adjusted annual sales...
www.calculatedriskblog.com
January 6, 2026 at 3:55 PM
Heavy Truck Sales Collapsed in Q4; Down 32.5% Year-over-year in December
www.calculatedriskblog.com/2026/01/heav...
www.calculatedriskblog.com/2026/01/heav...
Reposted by RE Hunter
The industry aims to build a superintelligence by assimilating unthinkable volumes of data dating to the dawn of the written word, yet apparently tweaking the models to account for separate regulations across several states is a level of complexity that would paralyze the whole project...
The president signed an executive order aimed to crimp state AI laws.
https://sherwood.news/tech/trump-ai-executive-order-is-a-major-win-for-open-ai-google-microsoft-and/
https://sherwood.news/tech/trump-ai-executive-order-is-a-major-win-for-open-ai-google-microsoft-and/
Trump AI executive order is a “major win” for Open AI, Google, Microsoft, and Meta, says Ives
The president signed an executive order aimed to crimp state AI laws....
sherwood.news
December 12, 2025 at 2:53 PM
The industry aims to build a superintelligence by assimilating unthinkable volumes of data dating to the dawn of the written word, yet apparently tweaking the models to account for separate regulations across several states is a level of complexity that would paralyze the whole project...
Reposted by RE Hunter
Reposted by RE Hunter
Because of gov’t borrowing & hyperscaler demand for “increasingly spare capital, .. there is little to suggest that mortgage rates will move lower next year .. absent a near-term recession or an unexpected re-entry of the Federal Reserve into” the MBS market.
@joebrusuelas.bsky.social
@joebrusuelas.bsky.social
November 14, 2025 at 11:23 AM
Because of gov’t borrowing & hyperscaler demand for “increasingly spare capital, .. there is little to suggest that mortgage rates will move lower next year .. absent a near-term recession or an unexpected re-entry of the Federal Reserve into” the MBS market.
@joebrusuelas.bsky.social
@joebrusuelas.bsky.social
Reposted by RE Hunter
Significant Demographic Headwinds in China: In 1963, 33 million babies were born in China. In 2024, there were 9 million $RXI
Torsten at Apollo
Torsten at Apollo
November 9, 2025 at 12:15 PM
Significant Demographic Headwinds in China: In 1963, 33 million babies were born in China. In 2024, there were 9 million $RXI
Torsten at Apollo
Torsten at Apollo
Reposted by RE Hunter
It's fascinating. The deficit of one sector emerges as the surplus of another. Basically, 30% of wealth is held by the top 1%, 67% by the top 10%, and just 2.5% by the bottom 50% of households. One sector rises to the extent the others sink.
Not politics. Just accounting.
Not politics. Just accounting.
October 16, 2025 at 3:17 PM
It's fascinating. The deficit of one sector emerges as the surplus of another. Basically, 30% of wealth is held by the top 1%, 67% by the top 10%, and just 2.5% by the bottom 50% of households. One sector rises to the extent the others sink.
Not politics. Just accounting.
Not politics. Just accounting.
Pretty much been my thoughts as well
November 6, 2025 at 10:57 PM
Pretty much been my thoughts as well
Reposted by RE Hunter
Populists of the left and right unite behind the politics of easy answers on.ft.com/4hCPhbl | opinion
Populists of the left and right unite behind the politics of easy answers
Ireland’s president-elect Catherine Connolly caught the anti-establishment tide
on.ft.com
November 1, 2025 at 5:50 AM
Populists of the left and right unite behind the politics of easy answers on.ft.com/4hCPhbl | opinion
Reposted by RE Hunter
The number of global rate cuts just one away from the post-financial crisis high, per BofA
October 24, 2025 at 10:52 AM
The number of global rate cuts just one away from the post-financial crisis high, per BofA
Reposted by RE Hunter
Deal structure is getting more creative by the week. 🤡
“XAI’s financing would be split between about $7.5 billion of equity and as much as $12.5bn of debt, the people said, and structured via a special purpose vehicle. The SPV will be used to buy Nvidia processors, and Musk’s artificial intelligence startup would then rent the chips out for five years”
October 7, 2025 at 11:25 PM
Deal structure is getting more creative by the week. 🤡
Reposted by RE Hunter
Number of new homes needed to return affordability to 1990s levels:
3-4 million.
(via Goldman) $XHB
@birdyword.bsky.social
3-4 million.
(via Goldman) $XHB
@birdyword.bsky.social
October 2, 2025 at 1:25 PM
Number of new homes needed to return affordability to 1990s levels:
3-4 million.
(via Goldman) $XHB
@birdyword.bsky.social
3-4 million.
(via Goldman) $XHB
@birdyword.bsky.social
Reposted by RE Hunter
Excited to introduce Vibes from Meta. Eat your slop, piggies!
September 30, 2025 at 5:59 PM
Excited to introduce Vibes from Meta. Eat your slop, piggies!
Reposted by RE Hunter
What do you get for the market that has everything?
Investors got a dovish Fed turn in a steady economy, with stocks at a record, credit markets blissed out, capital investment running in torrents into the economy.
What could be next, as bubble talk percolates?
New column, free with email signup.
Investors got a dovish Fed turn in a steady economy, with stocks at a record, credit markets blissed out, capital investment running in torrents into the economy.
What could be next, as bubble talk percolates?
New column, free with email signup.
Investors got the rate cut they wanted. So what's next to keep the bull market going?
The bulls got a dovish turn from the Fed without much noticeable slowing in growth, with indexes at a record, credit markets blissfully sedate and capital investments running in torrents into the econ...
www.cnbc.com
September 20, 2025 at 2:06 PM
What do you get for the market that has everything?
Investors got a dovish Fed turn in a steady economy, with stocks at a record, credit markets blissed out, capital investment running in torrents into the economy.
What could be next, as bubble talk percolates?
New column, free with email signup.
Investors got a dovish Fed turn in a steady economy, with stocks at a record, credit markets blissed out, capital investment running in torrents into the economy.
What could be next, as bubble talk percolates?
New column, free with email signup.
Reposted by RE Hunter
Fascinating timelapse of a single brain cell growing and branching out to connect with other brain cells.
Credit: Leticia Peris / Grenoble-Institute of Neurosciences
Credit: Leticia Peris / Grenoble-Institute of Neurosciences
September 20, 2025 at 12:15 AM
Fascinating timelapse of a single brain cell growing and branching out to connect with other brain cells.
Credit: Leticia Peris / Grenoble-Institute of Neurosciences
Credit: Leticia Peris / Grenoble-Institute of Neurosciences
Reposted by RE Hunter
BOOCKVAR: “.. those who think lower mortgage rates are the magic wand .. need to look at the experience of the past 20+ years where juicing the demand side without a coincident increase in supply only gooses home prices that offsets the benefits ..”
open.substack.com/pub/peterboo...
open.substack.com/pub/peterboo...
August 18, 2025 at 2:32 PM
BOOCKVAR: “.. those who think lower mortgage rates are the magic wand .. need to look at the experience of the past 20+ years where juicing the demand side without a coincident increase in supply only gooses home prices that offsets the benefits ..”
open.substack.com/pub/peterboo...
open.substack.com/pub/peterboo...
Reposted by RE Hunter
What an incredible photo.
On Sunday, astro-photographer Andrew McCarthy captured the moment the International Space Station passed across our sun.
On Sunday, astro-photographer Andrew McCarthy captured the moment the International Space Station passed across our sun.
June 20, 2025 at 11:41 AM
What an incredible photo.
On Sunday, astro-photographer Andrew McCarthy captured the moment the International Space Station passed across our sun.
On Sunday, astro-photographer Andrew McCarthy captured the moment the International Space Station passed across our sun.
Reposted by RE Hunter
Wild how the Fed chair saying that *entire regions of the United States* won’t be able to get a mortgage in the next decade barely registered as a news event
June 18, 2025 at 8:14 PM
Wild how the Fed chair saying that *entire regions of the United States* won’t be able to get a mortgage in the next decade barely registered as a news event
Reposted by RE Hunter
APOLLO: “With mortgage rates close to 7% and home prices at all-time highs, the share of first-time home buyers as a share of all houses sold has declined from 50% in 2010 to only 24% today ..”
June 5, 2025 at 12:01 PM
APOLLO: “With mortgage rates close to 7% and home prices at all-time highs, the share of first-time home buyers as a share of all houses sold has declined from 50% in 2010 to only 24% today ..”
Reposted by RE Hunter
The biggest volcanic eruption ever seen from space, captured by two different satellites on January 15, 2022.
April 30, 2025 at 12:13 AM
The biggest volcanic eruption ever seen from space, captured by two different satellites on January 15, 2022.
Reposted by RE Hunter
Whoa
April 9, 2025 at 9:24 AM
Whoa