Reposted by Urvin
Reposted by Urvin
According to @punchbowlnews.bsky.social, the White House is lobbying against a Senate bill to ban stock trading for members of Congress, the president and vice president. The Trump administration doesn’t agree with the ban on the president and VP. Quite the business model they've come up with here.
July 30, 2025 at 12:00 PM
According to @punchbowlnews.bsky.social, the White House is lobbying against a Senate bill to ban stock trading for members of Congress, the president and vice president. The Trump administration doesn’t agree with the ban on the president and VP. Quite the business model they've come up with here.
Reposted by Urvin
Talk macro and markets today at 1pm ET with @claudia-sahm.bsky.social and @ophirgottlieb.bsky.social, hope you can join us!
www.youtube.com/live/nVAEfXl...
www.youtube.com/live/nVAEfXl...
Let's Talk Markets Live 6/11/25: Macro and Markets with Claudia and Ophir
YouTube video by Urvin
www.youtube.com
June 11, 2025 at 4:22 PM
Talk macro and markets today at 1pm ET with @claudia-sahm.bsky.social and @ophirgottlieb.bsky.social, hope you can join us!
www.youtube.com/live/nVAEfXl...
www.youtube.com/live/nVAEfXl...
Ever wonder what it’s like to lead a company that’s going public? What DAY ONE feels like, and what it takes to get there?
🚨 Well tune in TODAY at 1PM for Let’s Talk Markets with Mihir Dange, CEO of XCF Global ($SAFX) the road to IPO and XCF’s first day of trading!
www.youtube.com/live/esEAEKR...
🚨 Well tune in TODAY at 1PM for Let’s Talk Markets with Mihir Dange, CEO of XCF Global ($SAFX) the road to IPO and XCF’s first day of trading!
www.youtube.com/live/esEAEKR...
Let's Talk Markets Live 6/9/25: Going Public with XCF
YouTube video by Urvin
www.youtube.com
June 9, 2025 at 3:03 PM
Ever wonder what it’s like to lead a company that’s going public? What DAY ONE feels like, and what it takes to get there?
🚨 Well tune in TODAY at 1PM for Let’s Talk Markets with Mihir Dange, CEO of XCF Global ($SAFX) the road to IPO and XCF’s first day of trading!
www.youtube.com/live/esEAEKR...
🚨 Well tune in TODAY at 1PM for Let’s Talk Markets with Mihir Dange, CEO of XCF Global ($SAFX) the road to IPO and XCF’s first day of trading!
www.youtube.com/live/esEAEKR...
Reposted by Urvin
Simply flip the + to a - and boom! Deficit reduction!
*pinches bridge of nose*
*JOHNSON: TAX BILL WILL REDUCE DEFICIT, IF YOU DO THE MATH RIGHT
*JOHNSON: TAX BILL WILL REDUCE DEFICIT, IF YOU DO THE MATH RIGHT
May 29, 2025 at 6:49 PM
Simply flip the + to a - and boom! Deficit reduction!
Reposted by Urvin
LOL Citadel is upset that brokers and asset managers don't want to trade with them, so they're telling the SEC to get rid of "private rooms" in ATSs.
April 30, 2025 at 4:16 PM
LOL Citadel is upset that brokers and asset managers don't want to trade with them, so they're telling the SEC to get rid of "private rooms" in ATSs.
Reposted by Urvin
Oof
JPMORGAN: “.. tariffs are expected to drive US core CPI up to 6.3%ar this quarter ..”
April 24, 2025 at 9:17 PM
Oof
Reposted by Urvin
Pretty good employment report all things considered, I had thought this would be much worse.
February Employment Situation Report miss, not badly tho
Payrolls +151k vs exp +160k/+143k prev
Private payrolls +140k vs +145k exp/+111k prev
Unemployment rate 4.1% vs 4.0% exp/prev
Avg hourly earnings +0.3% MoM vs exp +0.3%/+0.5% prev
Weekly hours 34.1 vs 34.2 exp/34.1 prev
Payrolls +151k vs exp +160k/+143k prev
Private payrolls +140k vs +145k exp/+111k prev
Unemployment rate 4.1% vs 4.0% exp/prev
Avg hourly earnings +0.3% MoM vs exp +0.3%/+0.5% prev
Weekly hours 34.1 vs 34.2 exp/34.1 prev
February Employment Situation Report due in 5 minutes.
Payrolls exp +160k vs +143k prev
Private payrolls exp +145k vs +111k prev
Unemployment rate exp stable at 4.0%
Avg hourly earnings exp +0.3% MoM vs +0.5% est
Weekly hours exp 34.2 vs 34.1 prev
Payrolls exp +160k vs +143k prev
Private payrolls exp +145k vs +111k prev
Unemployment rate exp stable at 4.0%
Avg hourly earnings exp +0.3% MoM vs +0.5% est
Weekly hours exp 34.2 vs 34.1 prev
March 7, 2025 at 2:46 PM
Pretty good employment report all things considered, I had thought this would be much worse.
Reposted by Urvin
Reposted by Urvin
Join Erik and I at 2:30pm ET on Let's Talk Markets Live - we'll talk about Trump, Tariffs and Tesla! Drop your questions here and we'll try to answer as many as we can.
www.youtube.com/watch?v=I8ho...
www.youtube.com/watch?v=I8ho...
Trump, Tariffs, and Tanking Tesla: An AMA with Erik Smolinski
YouTube video by Urvin
www.youtube.com
March 6, 2025 at 5:42 PM
Join Erik and I at 2:30pm ET on Let's Talk Markets Live - we'll talk about Trump, Tariffs and Tesla! Drop your questions here and we'll try to answer as many as we can.
www.youtube.com/watch?v=I8ho...
www.youtube.com/watch?v=I8ho...
Tune in!
Join Erik and I at 2:30pm ET on Let's Talk Markets Live - we'll talk about Trump, Tariffs and Tesla! Drop your questions here and we'll try to answer as many as we can.
www.youtube.com/watch?v=I8ho...
www.youtube.com/watch?v=I8ho...
Trump, Tariffs, and Tanking Tesla: An AMA with Erik Smolinski
YouTube video by Urvin
www.youtube.com
March 6, 2025 at 6:33 PM
Tune in!
Reposted by Urvin
A lot of SEC enforcement investigations are run out of regional offices. This could have a major negative impact on enforcement actions.
BREAKING — The Securities and Exchange Commission (SEC) has just announced the closure of major regional offices in Philly, LA and Chicago, per email shared with me.
“5 alarm fire,” SEC employee tells me.
Full email text:
“5 alarm fire,” SEC employee tells me.
Full email text:
March 3, 2025 at 9:27 PM
A lot of SEC enforcement investigations are run out of regional offices. This could have a major negative impact on enforcement actions.
Reposted by Urvin
A lot of people underestimate interconnectedness of the North American economies. Price increases will end up being larger than marginal tariff rates because of the complexity of supply chains. Canadian retaliation will hit some areas of the US economy really hard. US already pointing to recession.
Another problem for them is Canada will band together over a really brutal hit to output while a modest increase in price/lack of supply for Treats will destroy the American psyche. There is a massive political constituency to stand up to the US in Canada, and ~none for the consequences in the US.
this is all a dominance play, but the problem they're running into is that it's so hamhanded and insulting that they're making it functionally impossible to actually capitulate
even right wing populists in other countries are going to have to get on the Fuck America train out of political necessity
even right wing populists in other countries are going to have to get on the Fuck America train out of political necessity
March 3, 2025 at 10:15 PM
A lot of people underestimate interconnectedness of the North American economies. Price increases will end up being larger than marginal tariff rates because of the complexity of supply chains. Canadian retaliation will hit some areas of the US economy really hard. US already pointing to recession.
Reposted by Urvin
About to go live with Jen Borden to talk about Escheatment - the state likes to take your property, especially your stocks if you don't keep your accounts active. Learn all about it and how to prevent it now:
www.youtube.com/watch?v=16Fw...
www.youtube.com/watch?v=16Fw...
Let’s Talk Markets Live–Where’s the money, Lebowski?
YouTube video by Urvin
www.youtube.com
February 19, 2025 at 6:33 PM
About to go live with Jen Borden to talk about Escheatment - the state likes to take your property, especially your stocks if you don't keep your accounts active. Learn all about it and how to prevent it now:
www.youtube.com/watch?v=16Fw...
www.youtube.com/watch?v=16Fw...
Reposted by Urvin
Learn all about escheatment and unclaimed property on this episode. People were finding money live as we streamed!
missingmoney.com
missingmoney.com
About to go live with Jen Borden to talk about Escheatment - the state likes to take your property, especially your stocks if you don't keep your accounts active. Learn all about it and how to prevent it now:
www.youtube.com/watch?v=16Fw...
www.youtube.com/watch?v=16Fw...
Let’s Talk Markets Live–Where’s the money, Lebowski?
YouTube video by Urvin
www.youtube.com
February 19, 2025 at 7:32 PM
Learn all about escheatment and unclaimed property on this episode. People were finding money live as we streamed!
missingmoney.com
missingmoney.com
Reposted by Urvin
Join us at 11am ET on Let's Talk Markets Live with Dartmouth Lecturer John Welborn. John’s been working hard on a massive paper about Reg SHO as it approaches its 20th birthday. We’ll be celebrating two decades of toothless regulatory futility with John’s help.
www.youtube.com/watch?v=bZ7d...
www.youtube.com/watch?v=bZ7d...
Let’s Talk Markets Live–Reg SHO Turns 20
YouTube video by Urvin
www.youtube.com
February 17, 2025 at 1:21 PM
Join us at 11am ET on Let's Talk Markets Live with Dartmouth Lecturer John Welborn. John’s been working hard on a massive paper about Reg SHO as it approaches its 20th birthday. We’ll be celebrating two decades of toothless regulatory futility with John’s help.
www.youtube.com/watch?v=bZ7d...
www.youtube.com/watch?v=bZ7d...
Reposted by Urvin
We're live, join us!
Join us at 11am ET on Let's Talk Markets Live with Dartmouth Lecturer John Welborn. John’s been working hard on a massive paper about Reg SHO as it approaches its 20th birthday. We’ll be celebrating two decades of toothless regulatory futility with John’s help.
www.youtube.com/watch?v=bZ7d...
www.youtube.com/watch?v=bZ7d...
Let’s Talk Markets Live–Reg SHO Turns 20
YouTube video by Urvin
www.youtube.com
February 17, 2025 at 4:17 PM
We're live, join us!
Reposted by Urvin
We covered a lot of ground w/John Welborn, if you're interested in short selling, stock settlement, the massive loopholes still in place in Reg SHO that were put there by Bernie Madoff, and the hollowness of the arguments against closing those loopholes, check it out:
www.youtube.com/watch?v=bZ7d...
www.youtube.com/watch?v=bZ7d...
Let’s Talk Markets Live–Reg SHO Turns 20
YouTube video by Urvin
www.youtube.com
February 17, 2025 at 5:45 PM
We covered a lot of ground w/John Welborn, if you're interested in short selling, stock settlement, the massive loopholes still in place in Reg SHO that were put there by Bernie Madoff, and the hollowness of the arguments against closing those loopholes, check it out:
www.youtube.com/watch?v=bZ7d...
www.youtube.com/watch?v=bZ7d...
Reposted by Urvin
Goolsbee signals that the Fed might be done cutting rates for now. May adopt wait-and-see posture given tariffs and the uncertain impacts on supply chains. The US is so interconnected with other countries now - we saw that from the supply chain disruptions that fueled COVID inflation.
February 7, 2025 at 3:58 PM
Goolsbee signals that the Fed might be done cutting rates for now. May adopt wait-and-see posture given tariffs and the uncertain impacts on supply chains. The US is so interconnected with other countries now - we saw that from the supply chain disruptions that fueled COVID inflation.
Reposted by Urvin
Given all of the current economic and political uncertainty, it would not be surprising to see business start to materially cut back on capex as they wait for clarity. Could compound into a real problem with other signs of economic slowdown.
The four charts that lead me to believe the economy continues to slow in a concerning way:
1) the average workweek is very low
2) manufacturing job growth is negative and is worsening
3) the hires rate remains early 2010’s sluggish
4) the largest publicly-traded homebuilder stock is cratering
1) the average workweek is very low
2) manufacturing job growth is negative and is worsening
3) the hires rate remains early 2010’s sluggish
4) the largest publicly-traded homebuilder stock is cratering
February 8, 2025 at 10:14 PM
Given all of the current economic and political uncertainty, it would not be surprising to see business start to materially cut back on capex as they wait for clarity. Could compound into a real problem with other signs of economic slowdown.
Reposted by Urvin
Payrolls are out, economy added 143k jobs (175k was expected, so this is a miss), unemployment down to 4% (better than expected).
Nov/Dec were revised UP, with 100,000 jobs added total.
Markets down a bit, not much of an impact.
Nov/Dec were revised UP, with 100,000 jobs added total.
Markets down a bit, not much of an impact.
February 7, 2025 at 1:34 PM
Payrolls are out, economy added 143k jobs (175k was expected, so this is a miss), unemployment down to 4% (better than expected).
Nov/Dec were revised UP, with 100,000 jobs added total.
Markets down a bit, not much of an impact.
Nov/Dec were revised UP, with 100,000 jobs added total.
Markets down a bit, not much of an impact.
Reposted by Urvin
Lots of economic numbers coming out over the course of this week that won't hold a candle to the random tape bombs.
Here's the economic data you can expect to see in this incredibly hectic week. And by hectic, I mean our President is threatening and then delaying tariffs at a whim, spurring the markets into a flurry of panic. #EconSky
February 4, 2025 at 1:55 PM
Lots of economic numbers coming out over the course of this week that won't hold a candle to the random tape bombs.
Reposted by Urvin
Tariffs on Mexico and Canada are delayed for 30 days, no word yet on the 10% tariffs on China. Those are actually a good idea that addresses a real economic and national security problem, but we'll see what influence Bezos and Amazon can wield.
February 3, 2025 at 10:12 PM
Tariffs on Mexico and Canada are delayed for 30 days, no word yet on the 10% tariffs on China. Those are actually a good idea that addresses a real economic and national security problem, but we'll see what influence Bezos and Amazon can wield.
Reposted by Urvin
Apex fined $3.2M by FINRA for Securities Lending violations. Some retail investors never received lending fees, and weren't told of the risks of the program, including receiving cash in lieu of dividends and losing voting rights.
Full writeup on @urvin.bsky.social: urvin.finance/community/ma...
Full writeup on @urvin.bsky.social: urvin.finance/community/ma...
Apex Fined $3.2M For Securities Lending Violations
Where Data and Community Thrive
urvin.finance
February 4, 2025 at 7:02 PM
Apex fined $3.2M by FINRA for Securities Lending violations. Some retail investors never received lending fees, and weren't told of the risks of the program, including receiving cash in lieu of dividends and losing voting rights.
Full writeup on @urvin.bsky.social: urvin.finance/community/ma...
Full writeup on @urvin.bsky.social: urvin.finance/community/ma...