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

'Microsoft has walked away from some of its commitments with cloud computing provider CoreWeave in a significant blow to a company seeking to launch a blockbuster $35bn initial public offering next month.' www.ft.com/content/f3d9...

submitted 12 minutes ago • 0 comments

'He is seeking not just to eliminate drugs, illegal immigration or even trade deficits, but to appropriate the industrial bases of Mexico and Canada.' www.wsj.com/economy/trad...

submitted 17 minutes ago • 0 comments

'Italian stocks lost 78.2% in the 20 years ended in 1979, Japanese stocks lost 64.3% in the 20 years ended in 2009 and Norwegian stocks lost 74.1% during the 30 years ended in 1978. U.S. stocks aren’t immune to the forces that hammered these markets.' www.wsj.com/finance/stoc...

submitted 25 minutes ago • 0 comments

'The people close to the administration said Trump believes that the U.S. can strengthen its leverage over Beijing by individually renegotiating terms of trade with its other partners.' www.wsj.com/world/china/...

submitted 35 minutes ago • 0 comments

'Premier Li Qiang, in a speech at the opening of the annual meeting of China's parliament, warned that "changes unseen in a century are unfolding across the world at a faster pace".' www.reuters.com/world/china/...

submitted 1 hour ago • 0 comments

S&P 500 during 2018-19 trade war: thedailyshot.com/2025/03/06/u... via @thedailyshot.bsky.social

submitted 1 hour ago • 0 comments

"All Americans except for the richest 20% will pay more in tariffs than they will get back from Trump's tax cuts." www.dailychartbook.com/p/631 via @dailychartbook.bsky.social

submitted 1 hour ago • 0 comments

"The avg of the ISM Manufacturing & Services Prices Paid component rose to 62.4 in Feb, the highest since June 2022 (when inflation peaked). There could be real pressure building, and if it doesn't cool off soon we could actually see inflation turn higher." www.dailychartbook.com/p/631

submitted 1 hour ago • 0 comments

'These moves by China’s tech giants show how consumer AI apps might evolve globally. Meta Platforms and Microsoft are already considering adding DeepSeek to handle certain features for their AI products behind the scenes.' www.theinformation.com/articles/how...

submitted 1 hour ago • 0 comments

'"Retail investors returned as aggressive buyers on Wednesday... ending the day at $3.7 billion inflows (+7z)." That +7z means net flows from retail traders were a whopping seven standard deviations above their 12-month average.' sherwood.news/markets/reta... by @ljkawa.bsky.social

submitted 2 hours ago • 0 comments

'I worry about a sharp dollar correction. America’s gaping current-account deficit and domestic-savings shortfall are far worse today than in mid-2020 and the eventual collapse of the AI-fueled equity bubble could lead to cross-asset contagion.' www.project-syndicate.org/commentary/t...

submitted 2 hours ago • 0 comments

'Out of any 15-year period to be invested in equities dating back to 1970, the one we’ve just lived through was the best. Stocks have been on a relentless tear, with any dips quickly fading into memory. Returns have been more than double the average.' www.bridgewater.com/research-and...

submitted 3 hours ago • 1 comment

Headlines say Elon Musk suffered a loss in his lawsuit against OpenAI this week. But buried in the judge's ruling is a bombshell that could derail OpenAI's entire restructuring plan — and potentially force it to return $6.6 billion to investors. Here's what everyone missed 🧵

submitted 12 hours ago • 1 comment

'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 3 hours ago • 0 comments

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

submitted 5 hours ago • 25 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 20 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 20 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 20 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 22 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 23 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 1 day 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 1 day 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 1 day 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 1 day ago • 0 comments

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

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'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 1 day 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 1 day 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...

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'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

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'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 1 day 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 1 day ago • 1 comment

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

submitted 1 day 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 2 days 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 2 days 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...

submitted 2 days ago • 0 comments

Amazing

submitted 2 days 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 2 days 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...

submitted 2 days ago • 0 comments

'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 2 days ago • 2 comments

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

submitted 2 days ago • 0 comments

"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 3 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 3 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...

submitted 3 days ago • 0 comments

"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...

submitted 3 days ago • 0 comments

'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...

submitted 3 days ago • 0 comments