jtaylor179.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

“.. he got crushed. Crawford won by 10 points in a state that has been decided by less than a single percentage point in each of the last three presidential campaigns. She even won Brown County itself, where Musk held his rally on Sunday night.” @politico.com www.politico.com/newsletters/...

submitted 5 days ago • 48 comments

the Dunkin’ logo has never felt more accurate

submitted 8 days ago • 226 comments

If you’re upset about the chaos and corruption Trump is inflicting on your country—whether your focus is the nihilistic dismantling of government, the economy, our foreign relations, or his threats to the rule of law—please join the nationwide marches on April 5. Learn more here 👉 handsoff2025.com

submitted 8 days ago • 590 comments

🇺🇲

submitted 18 days ago • 810 comments

Where in the cycle? 👇🏼

submitted 17 days ago • 1 comment

I found that place to start cutting government spending...

submitted 39 days ago • 51 comments

“Tesla has now plummeted more than 40% since its December 18th all-time high.” @barchart.com $TSLA

submitted 39 days ago • 253 comments

www.nytimes.com/2025/02/23/u...

submitted 41 days ago • 33 comments

I’d rather not put Spirit Airlines in charge of preventing the next 9/11.

submitted 41 days ago • 1537 comments

The S&P 500 Price-to-Book Ratio has now surpassed the dot com bubble high. 👇🏼

submitted 41 days ago • 0 comments

Wait till they hear about the Department of Transportation

submitted 45 days ago • 92 comments

Blumenthal: "What world is he living in? It is not only contrary to the facts and the truth but utterly despicable. A disgusting betrayal of a country that has bled and fought and died for freedom ... the president's surrender is pathetic and weak."

submitted 46 days ago • 1366 comments

$SPX vs S&P 500 Earnings Yield. 👇🏼 Nobody can say there weren’t signs.

submitted 47 days ago • 4 comments

'Research has consistently found that uncertainty makes businesses more reluctant to hire and invest, and leads to lower sales.' www.nytimes.com/2025/02/15/b...

submitted 48 days ago • 0 comments

This country has seen some bad moments in the 61 years, 5 months, 16 days I’ve been on this Earth. But it has never, ever before come close to the supertoxic level of stupidity, mendacity, narcissism, nihilism, and moral apathy that threaten to destroy it today.

submitted 48 days ago • 2743 comments

Started / Going

submitted 49 days ago • 133 comments

As foxes with mouths full of feathers guard the henhouse from "waste, fraud, and abuse" - recall that it's actually the Trump administration that blocked oversight of trillions of pandemic subsidies. 1/ tinyurl.com/55pczedr 2/ tinyurl.com/39pcjxwj 3/ www.reuters.com/article/worl...

submitted 50 days ago • 0 comments

Cumulative change in Federal deficit as a % of GDP (declining figures indicate fiscal deterioration) We are somehow willing to sponge support from those who drink from thimbles, yet when profits or malinvestments of corporations and banks are threatened, we offer them buckets.

submitted 49 days ago • 2 comments

submitted 50 days ago • 349 comments

“.. a reckless gamble with America’s financial stability. The [CFPB] exists because of what happened in 2008, and stripping its power .. invites chaos, risk, and .. the conditions that fueled the last financial crisis.” - Nat’l Mortgage Professional nationalmortgageprofessional.com/news/0216202...

submitted 50 days ago • 34 comments

NEW POST: ‘A Sudden Shift In The Investment Landscape’ thefelderreport.com/2025/02/15/a...

submitted 51 days ago • 0 comments

Said every tyrant and dictator in human history to justify his actions.

submitted 50 days ago • 1292 comments

He is spiraling out of control, acting with a dangerous sense of impunity, as if driven by a self-appointed divine mission. Urgent intervention is necessary.

submitted 50 days ago • 92 comments

Perfect. By @zezvaz.bsky.social

submitted 50 days ago • 16 comments

Connolly: "Imagine lecturing Europeans about being afraid of their own electorate when it's Trump and Musk who are firing FBI agents because they dared to do their duty, who are having loyalty tests at the NSC...you're gonna lecture others about political tolerance of free speech? That's a bit much"

submitted 51 days ago • 319 comments

'The collaboration centers on Perplexity’s new Sonar model, which runs on Cerebras’s specialized AI chips at 1,200 tokens per second — making it one of the fastest AI search systems available. This could pressure other AI cos. to reconsider their hardware strategies.' venturebeat.com/ai/cerebras-...

submitted 53 days ago • 0 comments

'The Atlanta Fed's sticky-price CPI—a weighted basket of items that change price relatively slowly—rose 4.9% (on an annualized basis) in January, following a 2.6% increase in December. On a year-over-year basis, the series is up 3.6%.' www.atlantafed.org/research/inf...

submitted 53 days ago • 0 comments

We continue to whistle past the graveyard of previous stock market cycles. 👇🏼

submitted 53 days ago • 1 comment

CPI comes in at 3%, est: 2.9%. Core CPI: 3.3%, est: 3.1%.

submitted 53 days ago • 10 comments

The gap between price and EPS estimates. 😳

submitted 53 days ago • 2 comments

"Tesla's financial performance and Bloomberg consensus for revenue, margin, earnings, and cash flow all keep coming down, but analyst price targets and the company’s share price keep going up." www.ft.com/content/9cc3...

submitted 65 days ago • 2 comments

LULA: “.. It's very simple: if he taxes Brazilian products, Brazil will reciprocate in taxing products that are exported from the United States.” @barrons.com www.barrons.com/articles/lul...

submitted 66 days ago • 5 comments

'The fund "has never seen a market like this", wrote Elliott, referring to the speculative investor frenzy it believes is currently gripping financial markets. The "inevitable collapse" of the crypto bubble "could wreak havoc in ways we cannot yet anticipate."' www.ft.com/content/5fe6...

submitted 66 days ago • 0 comments

'The weighted-average P/E of the Mag7 is 41x. That's a number that could come under increasing pressure if the moats of the big tech companies are not as deep as expected and they weaken their balance sheets via spending that does not yield a sufficient return.' blinks.bloomberg.com/news/stories...

submitted 66 days ago • 0 comments

and upon these record profit margin expectations, investors have placed extreme price-to-forward operating earnings multiples - typically followed by negative 10-year S&P 500 total returns, with only a handful breaking even into the low single digits.

submitted 85 days ago • 0 comments

so if I'm understanding the tech-bro position correctly, it's this

submitted 100 days ago • 1701 comments

When it takes two graphs to show economic inequality you’ve got a problem!

submitted 104 days ago • 7 comments

'US 10-year yields have climbed more than three-quarters of a percentage point since central bankers started slashing benchmark interest rates in September, the biggest jump in the first three months of a rate-cutting cycle since 1989.' www.bloomberg.com/news/article...

submitted 103 days ago • 0 comments

'US companies are defaulting on junk loans at the fastest rate in four years, as they struggle to refinance a wave of cheap borrowing that followed the Covid pandemic.' www.ft.com/content/e6ba...

submitted 103 days ago • 0 comments

"One of the great tragedies of mankind is that morality has been hijacked by religion. So now people assume that religion and morality have a necessary connection. But the basis of morality is really very simple and doesn't require religion at all." Arthur C. Clarke

submitted 110 days ago • 23 comments

(Bloomberg) -- Treasury 10-year yields may climb to 6% for the first time in more than two decades as US fiscal woes worsen and Donald Trump’s policies help keep inflation elevated, according to T. Rowe Price. www.bloomberg.com/news/article...

submitted 111 days ago • 12 comments

"The share of stocks with EV/sales ratios >10x has risen to 13%, near 2021 and Tech Bubble levels." www.dailychartbook.com/p/daily-char... via @dailychartbook.bsky.social

submitted 110 days ago • 1 comment

New eras, same bubbles: the forgotten lessons of history - the influential investor and thinker John Hussman argues US equity markets are now in the third great speculative bubble in history. And that the latest new era is only part of an endless cycle. www.ft.com/content/abec...

submitted 117 days ago • 4 comments

I don't trust the Post Office so I've been using drones to send out Christmas gifts. Hope it doesn't cause any issues.

submitted 115 days ago • 421 comments

'We are concerned about the recent slowdown in earnings, as it often brings about a fresh wave of layoffs.' themacroinstitute.beehiiv.com/p/macro-mond...

submitted 125 days ago • 0 comments

'One definition of a bubble is a good idea that has gone too far. Awe of “American exceptionalism” in markets has now gone too far. Talk of bubbles in tech or AI, or in investment strategies focused on growth and momentum, obscures the mother of all bubbles in US markets.' www.ft.com/content/49cc...

submitted 125 days ago • 2 comments

'Citi Panic/Euphoria. Literally off the chart!' helenemeisler.substack.com/p/saturday-c... via @hmeisler.bsky.social

submitted 127 days ago • 0 comments