@pdonovan-econ.bsky.social thank you for being on blue sky and not just X/Twitter.

generatedassets.com/assets/digit... This is a cool idea. Give it an idea and it will create an ETFish portfolio around it. Spoiler alert though you can ask some of the other AIs to do something similar, so it will be curious to see how they value add to this.

open.spotify.com/episode/6JmI...

What a great interview with Arunma. I'm looking forward to reading the book and I really wish there was an audible version of it as well.

Anyone know where I can find stats on the post-covid recovery of small and medium businesses?

Further to my post from yesterday on the IMF growth revisions: This chart from today's FT column by Martin Wolf.

#economy #Markets @financialtimes.com

Just for kicks and giggles let's say investing in the S&P 500 index falls out of favor, what index replaces it?

Chart of the week: Trump is losing voters on the economy
open.substack.com/pub/gelliott...

Looking forward to the Fox and Friends segment in October where they say you’re coddled if you’re mad about there not being any holiday decorations to buy, and that real Christians make them by hand.

WHY NEIL DUTTA IS STICKING WITH HIS RECESSION CALL

We talked to the top economist at Renaissance Macro about why he still sees Recession 2025, even as some Wall Street banks waver

podcasts.apple.com/us/podcast/l...

open.spotify.com/episode/2zi5...

Very interesting episode and some great thought on dividend investing during our current situation.

Any of us that work in IT security can related to this episode. Virus protection is no joke and you your home and work machines may not be as separate as you think. open.spotify.com/episode/33PR...

Anyone have a book recommendation on how credit markets work? It there something akin to Faboozi's book on fixed income?

CREATIVE DESTRUCTION WITHOUT THE CREATION

In today's Odd Lots newsletter, I wrote about what I see as the problem with some rationalizations of the recent volatility

Subscribe to the newsletter here: www.bloomberg.com/account/news...

How the Democrats can fight back against MAGA
open.substack.com/pub/noahpini...

Inflation. How worried should we be?
open.substack.com/pub/stayatho...

While the 2 states’ QSR jobs has moved in lockstep, California has been raising its minimum wage for over a decade, while Texas has remained at the non-living wage of $7.25/hour.

And yet QSR employment in the 2 states is nearly identical

via @tbpinvictus.bsky.social

ritholtz.com/2025/01/calt...