jessefelder.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

'U.S.-based employers announced 172,017 job cuts in February, the highest total for the month since 2009 when 186,350 job cuts were recorded.' www.challengergray.com/blog/job-cut...

submitted 11 minutes ago • 0 comments

BESPOKE: Most Beige Book mentions of “uncertainty” in, like, ever. 🇺🇸

submitted 2 hours ago • 19 comments

'If you're a coder, you already know: There just aren't as many jobs as there used to be.' www.businessinsider.com/jobs-softwar...

submitted 16 hours ago • 0 comments

"It is the most all-encompassing momentum market of my 45 years in the investing business." www.businessinsider.com/stock-market...

submitted 16 hours ago • 0 comments

'Gold’s extreme price dislocations are fading as tightness in the physical market eases, indicating a rush to ship bullion to America may have run its course.' www.bloomberg.com/news/article...

submitted 17 hours ago • 0 comments

“.. Rolling 10-day moves in the Russell 2000 Tech Index … down ~14% over the last 10 days measures up as one of the worst stretches for Small (SMID) Cap Tech in 20+ years ..” - Goldman desk

submitted 18 hours ago • 2 comments

'The communications, technology and materials sectors could be the most exposed to trade wars. Six of the top 10 S&P cos. by COGS exposures outside the US are in the TMT space, including Apple and Meta.' blinks.bloomberg.com/news/stories...

submitted 20 hours ago • 0 comments

'President Donald Trump and his administration need an engineered recession to cause a growth slowdown and disinflation that will translate into Fed rate cuts and a meaningfully weaker U.S. dollar for the next phase of his economic agenda.' www.marketwatch.com/story/is-the...

submitted 20 hours ago • 0 comments

'Cancelling hundreds of billions in annual interest payments to foreign holders of Treasuries would likely cause massive market volatility and worsen international tensions, which adds to my case for a 2025 bear market.' intel.stonex.com/article-land...

submitted 21 hours ago • 0 comments

'From 2021-24, the relative performance of the motor vehicle manufacturing index was rising, indicating that manufacturing had a tailwind from the vehicles industry. Now, motor vehicles are pulling manufacturing lower, a big shift in the Business Cycle.' epbresearch.substack.com/p/motor-vehi...

submitted 21 hours ago • 0 comments

'Chinese tech giants such as Baidu and ByteDance are shifting to Huawei’s AI chips for deep-learning workloads, potentially setting a precedent for other countries seeking non-Nvidia alternatives.' www.ft.com/content/9ffa...

submitted 21 hours ago • 0 comments

'Financial emergencies are pushing more Americans to break into their 401(k) accounts.' www.wsj.com/personal-fin...

submitted 21 hours ago • 0 comments

'The research suggests the period of extremely low interest rates (and negative stock-bond correlation) that started at the beginning of this century and ended amid the inflation scare of 2022 should be treated as an aberration.' www.bloomberg.com/opinion/arti...

submitted 22 hours ago • 0 comments

'Markets cheered a few days ago when the House passed the budget resolution. But it doesn’t actually provide for net new stimulus. And there’s a long way to go — and many hurdles to overcome — before it comes close to becoming law.' www.ft.com/content/7f6a...

submitted 22 hours ago • 1 comment

'The U.S. is on what’s politely called an “unsustainable fiscal trajectory”. Higher taxes are politically challenging, while lower spending is rarely popular and also hurts growth. The solution for many countries after the Second World War was financial repression.' www.wsj.com/economy/what...

submitted 23 hours ago • 0 comments

'President Trump’s decision to dramatically raise tariffs on imports threatens the U.S. with an uncomfortable combination of weaker or even stagnant growth and higher prices—sometimes called “stagflation.”' www.wsj.com/economy/trad... by @nicktimiraos.bsky.social

submitted 23 hours ago • 0 comments

'Firms expect both cost and price increases to move higher in 2025. Moreover, year-ahead inflation expectations have risen from 3 percent last year at this time to 3.5 to 4 percent.' libertystreeteconomics.newyorkfed.org/2025/03/firm...

submitted 23 hours ago • 1 comment

'The biggest downside risk is that policy uncertainty could create a sudden stop in the economy where consumers stop buying cars, stop going to restaurants, and stop going on vacation, and companies stop hiring and stop doing capex.' www.apolloacademy.com/short-term-p...

submitted 23 hours ago • 1 comment

Graduates From Top MBA Programs Are Struggling to Land Jobs www.bloomberg.com/news/article...

submitted 23 hours ago • 1 comment

'DeepSeek’s skyrocketing popularity has boosted demand for Nvidia’s gaming chips in the underground market as tech firms realize they can run DeepSeek’s models at a fraction of the price of AI chips, according to five chip smugglers.' www.theinformation.com/articles/dee...

submitted 1 day ago • 2 comments

"It's such a momentous change going on. If it continues like this, capital allocators will wonder: 'Do I want to stay allocated to the US?'" www.ft.com/content/4ba5...

submitted 1 day ago • 1 comment

Store-Brand Supplier Feels the Pain as Shoppers Pull Back Even on Lower-Cost Groceries www.wsj.com/articles/sto...

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"Our deep concern is that this could be the start of a downward spiral that puts us in 1930s trade-war territory." www.wsj.com/economy/trad...

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"The market is thinking about the negative impacts of tariff uncertainty to the US economy, and the traditional haven bid on the dollar is being questioned." www.bloomberg.com/news/article...

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Amazing

submitted 1 day ago • 35 comments

"The trouble with tariffs, to be succinct, is that they raise prices, slow economic growth, cut profits, increase unemployment, worsen inequality, diminish productivity and increase global tensions. Other than that, they’re fine." www.bloomberg.com/opinion/arti...

submitted 1 day ago • 0 comments

"Over the medium term, which is what we’re focused on, it’s a focus on Main Street. Wall Street’s done great, Wall Street can continue to do fine, but we have a focus on small business and consumers. So we are going to rebalance the economy." www.bloomberg.com/news/article...

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'The three founders of CoreWeave will spend the next few weeks trying to sell investors on the cloud provider’s future. What might make that job harder: They’ve already cashed out nearly a half-billion dollars from their stakes, between them.' www.theinformation.com/articles/cor...

submitted 1 day ago • 2 comments

'The previous trade war triggered a selloff in stocks.' thedailyshot.com/2025/03/04/t... via @thedailyshot.bsky.social

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"Actions different than feelings. Flows into global stocks, risky bonds despite dismal sentiment." www.dailychartbook.com/p/629 via @dailychartbook.bsky.social

submitted 2 days ago • 0 comments

Jimmy Page on AI: www.instagram.com/p/DGp7sqEty2...

submitted 2 days ago • 9 comments

If I had one warning for anybody suddenly thinks they're a stock market genius it would simple: If you see a commercial on TV for a stock, not the company - anything that even merely plays up the stock symbol, hang onto your wallet. The proliferation of these is stunning.

submitted 2 days ago • 3 comments

'Microsoft has effectively abandoned data center expansion equivalent to over 14% of its current capacity. These numbers heavily suggest that Microsoft does not believe there is future growth in generative AI.' www.wheresyoured.at/power-cut/?r... by @edzitron.com

submitted 2 days ago • 0 comments

'Tesla’s fall mirrors a larger sense that US equity exceptionalism, especially in technology, may be at an end. Some of this is down to stiffer competition from China (the DeepSeek surprise led to a sharp correction in US artificial intelligence stocks).' www.ft.com/content/809c...

submitted 2 days ago • 0 comments

'Over the past 24 years, if you bought the stocks rated most highly by the sell-side analysts and shorted the stocks with the lowest number of buy ratings, you would have lost money — about 30 per cent cumulatively, with meaningful volatility.' www.ft.com/content/4f28...

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"Periods come and go where bubbles start to form. And we are in a bubble today in the US, and a bubble in the tech world." www.ft.com/content/80d0...

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'US factory activity last month edged closer to stagnation as orders and employment contracted, while a gauge of prices paid for materials surged to the highest since June 2022 as tariff concerns mounted.' www.bloomberg.com/news/article...

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'The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -2.8 percent on March 3, down from -1.5 percent on February 28.' www.atlantafed.org/cqer/researc...

submitted 2 days ago • 0 comments

'America is the world's biggest business, and its shareholders — U.S. taxpayers — should be panicked about the state of their investment. America's worsening fiscal position could limit its ability to respond to economic or geopolitical threats down the line.' www.axios.com/2025/03/03/u...

submitted 2 days ago • 3 comments

'Historically, when the dollar enters a structural downtrend, commodities and other hard assets tend to significantly outperform US equities.' www.crescat.net/full-faith-a...

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'Since 1990, we have never had as big of a decline as we have in the ratio of consumer discretionary to consumer staples stocks during the last month without a much larger pullback by the overall S&P 500 index.' paulsenperspectives.substack.com/p/messaging?...

submitted 2 days ago • 0 comments

Warning signs are everywhere. Mutual fund cash allocation reading fell to 1.6 percent – the lowest level in 60-plus years of data. Read the just-posted March Financial Forecast: ow.ly/JwN350V8vVI #stockmarket #investing #investors #SPX #pensionfund #Economy #MutualFunds #cash

submitted 2 days ago • 1 comment

'Dalio sees the possibility of a shock to markets similar to Nixon's surprise decision in 1971 to sever the link between gold and the US dollar — the potential that at some point the US sanctions a large holder of Treasuries and discontinues interest payments.' www.bloomberg.com/news/article...

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"There has been no progress on the ‘positives’ for growth—tax cuts and deregulation. Instead the administration has been focusing on policies that yield ‘negatives.’" www.wsj.com/economy/trum...

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"Distillation is quite magical. It’s the process of essentially taking a very large smart frontier model and using that model to teach a smaller model . . . very capable in specific tasks that is super cheap and super fast to execute." www.ft.com/content/c117...

submitted 3 days ago • 0 comments

US Exceptionalism Bubble US Assets are the most desirable and sought after following more than a decade of solid returns (+ better performance vs global) But the flipside, some might even say the dark side, of that is this: entrylevel.topdowncharts.com/p/chart-of-t...

submitted 4 days ago • 1 comment

"I’ve been drooling about the day that AI.com would sell. The owner has a winning lottery ticket, and the only thing left is determining what that jackpot is." www.theinformation.com/articles/ai-...

submitted 4 days ago • 0 comments

'The WeWork failure highlighted the risk of overpaying for unicorns with already high valuations and the risk of capital-heavy investments that rely on debt. For a while, Son seemed to have learned a lesson but the genAI boom reignited his appetite.' www.theinformation.com/articles/sof...

submitted 4 days ago • 0 comments

'This week, the company finally issued delinquent financial filings that prevented Nasdaq from delisting Super Micro stock. A few insiders are now cashing out.' fortune.com/2025/03/01/s...

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'Early reviews of GPT 4.5 have been absolutely brutal. And the thing is, this is not just some random release. This was OpenAI’s best shot, post DeepSeek, to show that they are still the king. Instead, they swung and missed.' garymarcus.substack.com/p/openai-in-...

submitted 4 days ago • 0 comments