Does it make sense that current consumer sentiment readings are worse than: 1. 1980-82 Double Dip Recession 2. 1987 Crash 3. 1990 Recession 4. 9/11 Terror Attacks 5. 2000-2003 Dotcom implosion 6. 2007-09 Great Financial Crisis 7. 2020 Pandemic Panic ritholtz.com/2022/08/partis…

BIG NEW ODD LOTS: It's PIMCO CIO Dan Ivascyn He spoke to me and Tracy Alloway about how he sees markets and the economy right now. What concerns him. Where the opportunities may be. What he's buying and more. bloomberg.com/news/articles/…

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ESG investing brings political fights to the investing world buff.ly/3QZdmKI by andy serwer

🚨NEW🚨: My analysis of 2.8 million tweets posted by Congress since 2011 shows the parties increasingly segregating into distinct rhetorical bubbles. In effect, Republicans and Democrats are no longer speaking the same language. Lots to unpack: 🧵 usatoday.com/in-depth/news/…

Decoupling growth and CO2 emissions is now a global phenomenon Cc: Noah Smith 🐇 David Wallace-Wells Ramez Naam Jesse D. Jenkins

This is great news.

was having a bad day until i read the "personal life" section for jarvis cocker, frontman of the band pulp

How much more evidence does one need for a public option. nytimes.com/2022/10/08/ups… For-profit medicine doesn’t reduce costs, it makes them explode. Companies look for loopholes and administrative fees and their incentives are to produce profits rather than treating patients.

congrats to Ben Bernanke on being the first former South of the Border employee to be awarded the Nobel Prize

Semafor has launched, let's take a look! What can we find out about their site besides the fact that their designer *definitely* likes FT? ...

It may require a US recession to bring down inflation: Fed official. “I’m looking at a labor market that is so tight, I don’t know how you continue to bring this level of inflation down without having some real slowing:” Kansas City Fed President George wsj.com/articles/bring…

"In my 53 years in the investment world, I’ve seen a number of economic cycles, pendulum swings, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today." oaktreecapital.com/insights/memo/…

If there was one chart that could explain housing in 2022, I think this is it.

We never talk about it, but the youngs are still on Facebook americanpressinstitute.org/publications/r…

i can see why people would buy ETHE as there is no other US exchange-traded product which provides exposure to ETH but i have no idea why anyone would buy GBTC anymore (other than discount degen play), since there are many futures ETFs for Bitcoin now with lower tracking error

It is a bit hard to believe that any story involving China has been underreported, given China's large role in the global public debate. But China's transformation into a major auto exporter has been wildly underreported. (see the hockey stick in exports of finished cars) 1/

I have an MBA an am working as a professional investor. Over the years, I've learned way more on Youtube than I did in school. Here are the 7 best Youtube videos I've ever seen about investing:

All index funds are not the same One of my clients was invested in this without really looking at the numbers Huge difference getting out of these funds

This is an absolutely major theme in the coming years. A massive wage arbitrage has opened between the US and its competitors. The overwhelming majority of people in the US have no idea just how much more money they make than the Japanese, French, British, etc.