Yoshie Furuhashi
@yoshiefuruhashi.bsky.social
Reposted by Yoshie Furuhashi
Know your rights. Protect your neighbors.
New York is — and always will be — a city for all immigrants.
New York is — and always will be — a city for all immigrants.
December 7, 2025 at 5:03 PM
Know your rights. Protect your neighbors.
New York is — and always will be — a city for all immigrants.
New York is — and always will be — a city for all immigrants.
Reposted by Yoshie Furuhashi
Reposted by Yoshie Furuhashi
Ni oubli
Ni pardon
Malik Oussekine
Frappé à mort par deux policiers
Le 6 décembre 1986
Ni pardon
Malik Oussekine
Frappé à mort par deux policiers
Le 6 décembre 1986
December 6, 2025 at 8:22 AM
Ni oubli
Ni pardon
Malik Oussekine
Frappé à mort par deux policiers
Le 6 décembre 1986
Ni pardon
Malik Oussekine
Frappé à mort par deux policiers
Le 6 décembre 1986
Reposted by Yoshie Furuhashi
hey look we're saying Thriftmas again
thank you Trump!
thank you Trump!
Thriftmas is trending, and it may cut your gift costs in half
Thriftmas is trending, and it may cut your gift costs in half
Thriftmas is growing with the rise in popularity of thrifting and secondhand shopping.
bit.ly
December 5, 2025 at 6:01 PM
hey look we're saying Thriftmas again
thank you Trump!
thank you Trump!
Reposted by Yoshie Furuhashi
Consumer sentiment ticks higher in December as inflation expectations improve
finance.yahoo.com/news/consume...
finance.yahoo.com/news/consume...
Consumer sentiment ticks higher in December as inflation expectations improve
US consumer sentiment improved slightly in December, rising for the first time in months.
finance.yahoo.com
December 5, 2025 at 6:11 PM
Consumer sentiment ticks higher in December as inflation expectations improve
finance.yahoo.com/news/consume...
finance.yahoo.com/news/consume...
Reposted by Yoshie Furuhashi
Reposted by Yoshie Furuhashi
Goldman: "The underperformance likely reflects pressures on lower-income consumers—including more limited borrowing capacity and weaker income growth—as well as the slowdown in immigration. Our distributional income growth forecasts suggest a continued underperformance of low-end spending in 2026 ."
December 2, 2025 at 1:37 AM
Goldman: "The underperformance likely reflects pressures on lower-income consumers—including more limited borrowing capacity and weaker income growth—as well as the slowdown in immigration. Our distributional income growth forecasts suggest a continued underperformance of low-end spending in 2026 ."
Reposted by Yoshie Furuhashi
Goldman: "for retailers whose stores are generally located in lower-income zip codes, sentiment around the consumer turned negative on net and nominal same store sales have grown only 0.2% over the last year (vs. 2.5% for companies exposed to middle- and higher-income zip codes)."
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December 2, 2025 at 1:35 AM
Goldman: "for retailers whose stores are generally located in lower-income zip codes, sentiment around the consumer turned negative on net and nominal same store sales have grown only 0.2% over the last year (vs. 2.5% for companies exposed to middle- and higher-income zip codes)."
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Reposted by Yoshie Furuhashi
If the Dem keeps it to mid single digits in TN-07 tomorrow it’d be reasonable for conventional wisdom to shift to House odds being more like 85-90%. Curious what bitcoin and similar assets would do in response:
December 2, 2025 at 2:18 AM
If the Dem keeps it to mid single digits in TN-07 tomorrow it’d be reasonable for conventional wisdom to shift to House odds being more like 85-90%. Curious what bitcoin and similar assets would do in response:
Reposted by Yoshie Furuhashi
ICE raids are cruel, inhumane, and do nothing to serve public safety.
My responsibility is to be the mayor to each and every person that calls this city their home. That includes millions of immigrants— of which I am one.
My responsibility is to be the mayor to each and every person that calls this city their home. That includes millions of immigrants— of which I am one.
December 2, 2025 at 2:18 AM
ICE raids are cruel, inhumane, and do nothing to serve public safety.
My responsibility is to be the mayor to each and every person that calls this city their home. That includes millions of immigrants— of which I am one.
My responsibility is to be the mayor to each and every person that calls this city their home. That includes millions of immigrants— of which I am one.
Reposted by Yoshie Furuhashi
They have learned to BTFD.
What happens when that stops working?
Aw heck, it never will because, apparently we are in a permanant state of BTFD.
😄
What happens when that stops working?
Aw heck, it never will because, apparently we are in a permanant state of BTFD.
😄
Teenagers are diving into stock markets, with some encouraged by parents who wished they started investing earlier.
Meet the Teens Investing in Stocks for Their Future Home and Retirement
Teenagers are diving into markets, with some encouraged by parents who wished they started investing earlier.
on.wsj.com
November 29, 2025 at 12:34 PM
They have learned to BTFD.
What happens when that stops working?
Aw heck, it never will because, apparently we are in a permanant state of BTFD.
😄
What happens when that stops working?
Aw heck, it never will because, apparently we are in a permanant state of BTFD.
😄
Reposted by Yoshie Furuhashi
Seems like a pretty big limitation on a paper modeling out Gen Z homeownership rates at retirement!
November 29, 2025 at 2:05 PM
Seems like a pretty big limitation on a paper modeling out Gen Z homeownership rates at retirement!
Reposted by Yoshie Furuhashi
A reminder for those who are not aware: "remigration" is the process of deporting all non-white people from a country. It includes citizens and is, by definition, ethnic cleansing.
And to be clear: this is not fake. I just screenshot it myself.
And to be clear: this is not fake. I just screenshot it myself.
November 28, 2025 at 6:12 PM
A reminder for those who are not aware: "remigration" is the process of deporting all non-white people from a country. It includes citizens and is, by definition, ethnic cleansing.
And to be clear: this is not fake. I just screenshot it myself.
And to be clear: this is not fake. I just screenshot it myself.
Reposted by Yoshie Furuhashi
Remember when Black Friday was a thing?
November 28, 2025 at 5:47 PM
Remember when Black Friday was a thing?
Reposted by Yoshie Furuhashi
November Forecast: Vehicle Sales Down Year-over-year
www.calculatedriskblog.com/2025/11/nove...
www.calculatedriskblog.com/2025/11/nove...
November Forecast: Vehicle Sales Down Year-over-year
From J.D. Power: November New-Vehicle Retail Sales Decline 4.8% as Effects of EV Pull-Ahead Persist Brief excerpt: Total new-vehicle sales ...
www.calculatedriskblog.com
November 28, 2025 at 7:25 PM
November Forecast: Vehicle Sales Down Year-over-year
www.calculatedriskblog.com/2025/11/nove...
www.calculatedriskblog.com/2025/11/nove...
Reposted by Yoshie Furuhashi
Cool new thing I have seen at COST.
Waiting on checkout line a COST person comes to you, scans your card & everything in your cart. When you get to the cashier (or self checkout) you just flash your card & you're good to go.
Waiting on checkout line a COST person comes to you, scans your card & everything in your cart. When you get to the cashier (or self checkout) you just flash your card & you're good to go.
November 28, 2025 at 9:26 PM
Cool new thing I have seen at COST.
Waiting on checkout line a COST person comes to you, scans your card & everything in your cart. When you get to the cashier (or self checkout) you just flash your card & you're good to go.
Waiting on checkout line a COST person comes to you, scans your card & everything in your cart. When you get to the cashier (or self checkout) you just flash your card & you're good to go.
Reposted by Yoshie Furuhashi
It ties Biden’s low in July 2024.
November 28, 2025 at 4:39 PM
It ties Biden’s low in July 2024.
Reposted by Yoshie Furuhashi
This is at the 9th percentile of all approval ratings since Gallup started asking the question in 1941. It’s the second-lowest (after Nixon) of any pres 11 months into his second term.
Trump's Approval Rating Drops to 36%, New Second-Term Low news.gallup.com/poll/699221/...
Trump's Approval Rating Drops to 36%, New Second-Term Low news.gallup.com/poll/699221/...
Trump's Approval Rating Drops to 36%, New Second-Term Low
President Donald Trump's job approval rating has slipped to a new second-term low point and is approaching his all-time low of 34%.
news.gallup.com
November 28, 2025 at 4:36 PM
This is at the 9th percentile of all approval ratings since Gallup started asking the question in 1941. It’s the second-lowest (after Nixon) of any pres 11 months into his second term.
Trump's Approval Rating Drops to 36%, New Second-Term Low news.gallup.com/poll/699221/...
Trump's Approval Rating Drops to 36%, New Second-Term Low news.gallup.com/poll/699221/...
Reposted by Yoshie Furuhashi
All that "post-neoliberalism" has accomplished so far is to make tradable sectors less efficient and more expensive, while doing nothing to curb the costs of non-tradable services. 🙃
November 26, 2025 at 3:22 PM
All that "post-neoliberalism" has accomplished so far is to make tradable sectors less efficient and more expensive, while doing nothing to curb the costs of non-tradable services. 🙃
Reposted by Yoshie Furuhashi
Please stop blaming on trade the things (or putative things like the $140k number) that are pretty much entirely the fault of America’s terrible nontradeable sectors. www.wsj.com/opinion/trum...
November 26, 2025 at 3:15 PM
Please stop blaming on trade the things (or putative things like the $140k number) that are pretty much entirely the fault of America’s terrible nontradeable sectors. www.wsj.com/opinion/trum...
Reposted by Yoshie Furuhashi
By this I mean -- I doubt real-world actual humans are going to say "The labor market is getting worse and I dislike Trump more, but I'm noticing inflation is cooling off so I'll give Trump credit for that." Orange Man Bad is going to have a high correlation to all the issues.
November 20, 2025 at 3:53 PM
By this I mean -- I doubt real-world actual humans are going to say "The labor market is getting worse and I dislike Trump more, but I'm noticing inflation is cooling off so I'll give Trump credit for that." Orange Man Bad is going to have a high correlation to all the issues.
Reposted by Yoshie Furuhashi
The approval ratings of Trump going down at the same time that his approval on both the economy and inflation are going down makes it tough to tease on what's the driving force -- not really a nitpick, just something I'm thinking about:
November 20, 2025 at 3:50 PM
The approval ratings of Trump going down at the same time that his approval on both the economy and inflation are going down makes it tough to tease on what's the driving force -- not really a nitpick, just something I'm thinking about:
Reposted by Yoshie Furuhashi
COST is a great one to watch in part because they do monthly sales reports.
November 20, 2025 at 2:56 PM
COST is a great one to watch in part because they do monthly sales reports.
Reposted by Yoshie Furuhashi
Make of this what you will but with WMT comps up mid-single-digit the odds consumer spending is slowing rapidly are negligible.
November 20, 2025 at 12:11 PM
Make of this what you will but with WMT comps up mid-single-digit the odds consumer spending is slowing rapidly are negligible.
Reposted by Yoshie Furuhashi
WMT beat and raise...hard to be too worried about the consumer with this result.
*WALMART 3Q ADJ EPS 62C, EST. 60C
*WALMART 3Q TOTAL US COMP SALES EX-GAS +4.4%, EST. +4%
*WMT SEES FY SALES EX-FX +4.8% TO +5.1%, SAW +3.75% TO +4.75%
*WALMART SEES FY ADJ EPS $2.58 TO $2.63, SAW $2.52 TO $2.62
*WALMART 3Q ADJ EPS 62C, EST. 60C
*WALMART 3Q TOTAL US COMP SALES EX-GAS +4.4%, EST. +4%
*WMT SEES FY SALES EX-FX +4.8% TO +5.1%, SAW +3.75% TO +4.75%
*WALMART SEES FY ADJ EPS $2.58 TO $2.63, SAW $2.52 TO $2.62
November 20, 2025 at 12:01 PM
WMT beat and raise...hard to be too worried about the consumer with this result.
*WALMART 3Q ADJ EPS 62C, EST. 60C
*WALMART 3Q TOTAL US COMP SALES EX-GAS +4.4%, EST. +4%
*WMT SEES FY SALES EX-FX +4.8% TO +5.1%, SAW +3.75% TO +4.75%
*WALMART SEES FY ADJ EPS $2.58 TO $2.63, SAW $2.52 TO $2.62
*WALMART 3Q ADJ EPS 62C, EST. 60C
*WALMART 3Q TOTAL US COMP SALES EX-GAS +4.4%, EST. +4%
*WMT SEES FY SALES EX-FX +4.8% TO +5.1%, SAW +3.75% TO +4.75%
*WALMART SEES FY ADJ EPS $2.58 TO $2.63, SAW $2.52 TO $2.62