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

Incoming! Extreme caution is warranted for stock investors: open.substack.com/pub/exactmac... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 4 days ago • 0 comments

Stocks are now trading in chaos: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 12 days ago • 1 comment

Piece is done and scheduled. Comes out at 6 AM. I will be asleep until at least 8:45, so get it around. www.crisesnotes.com#/portal/signup

submitted 16 days ago • 1 comment

Markets are increasingly uneasy with Trump actions: exactmacro.substack.com/publish/post... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 19 days ago • 0 comments

Key information and datasets have vanished from the US Centers for Disease Control and Prevention’s websites, alarming epidemiologists, other scientists and concerned American citizens.

submitted 21 days ago • 60 comments

Major imports that would be hit by the tariffs Trump has threatened for tomorrow include 91% of imported trucks 83% of game consoles 83% of toys 81% of TVs 80% of natural/petroleum gases 76% of air conditioners 70% of crude oil 67% of chairs 66% of vehicle parts 66% of computers

submitted 21 days ago • 16 comments

Good question. And will they try to publish false data, or just stop publishing some of it? Even awful governments like those of Venezuela and Russia tend to black out data, rather than falsify it, perhaps understanding they won't fool the markets.

submitted 21 days ago • 0 comments

Am I the only one noting that after demonizing China for years, Trump seems to be letting them off lightly, while going full tilt against Canada? Is it Musk's business interests? Have Chinese players been buying Trumpcoin?

submitted 21 days ago • 406 comments

This is a hostile takeover of the federal government by a private citizen of unlimited means with no restrictions and no transparency. Welcome to the Deep State www.reuters.com/world/us/mus...

submitted 22 days ago • 1830 comments

Trump just imposed the biggest tax increase on working Americans ever! reuters.com/world/americ... It's very MAGA.

submitted 21 days ago • 3 comments

submitted 21 days ago • 0 comments

Random point: In a lot of ways the 2009-2012 housing market was thought to be a return to normal when it was really in deep disequilibrium. This is one. Nearly neutral net migration into the large expensive metros is WAY above their capacity. This was really odd, even though it looks more balanced.

submitted 26 days ago • 1 comment

My latest newsletter: stephenkirchner.substack.com/p/american-e...

submitted 26 days ago • 0 comments

There are more than two genders, or perhaps better to say there are many mixes of the two genders in various people. This is particularly true of the intersexed, some of whom are born with both male and female genitalia. Those who say there are only two genders ignore basic biology.

submitted 26 days ago • 0 comments

With the new threats to the economy, is it time to sell stocks? exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 26 days ago • 0 comments

Base insticts run up against economic realities: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 32 days ago • 0 comments

The hot economy makes for a cold stock market: exactmacro.substack.com/p/stock-and-... stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 40 days ago • 0 comments

Stock Prices are capped, for a while: exactmacro.substack.com/p/stock-and-... stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 47 days ago • 0 comments

Big stock market gains are still limited, for now: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 54 days ago • 0 comments

The Fed is bringing Winter to the markets: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 61 days ago • 0 comments

A hot economy could put a limit on the bull market: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 68 days ago • 0 comments

Stocks are rising, but so are risks? exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 75 days ago • 0 comments

#econsky I don't often cite Cato researchers, but @davidjbier.bsky.social makes many strong points, including pointing out that models purporting to show that unauthorized immigrants are a fiscal drain assume no increase in aggregate profits, which is absurd.

submitted 82 days ago • 2 comments

Relax about stock prices, but not too much: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 82 days ago • 0 comments

Markets don't believe Trump will keep many of his extreme promises: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 89 days ago • 0 comments

Hvad får et socialt medie/netværk til at vokse? Og hvorfor er det de samme kræfter, der kan få det til at kollapse? Det har jeg skrevet om på min blog: marketmonetarist.com/2024/11/17/x...

submitted 92 days ago • 3 comments

Trump rally reverses, somewhat: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 96 days ago • 0 comments

Trump isn't scaring most markets, yet: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 103 days ago • 0 comments

A rough ride during a soft landing during election week: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 110 days ago • 0 comments

A new ceiling for stock prices: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 117 days ago • 0 comments

Will the US economy actually land at all? exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 124 days ago • 0 comments

Stocks gain again, as fears rise about political and geopolitical risks: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 131 days ago • 0 comments

The prospects for stocks and the economy rise, but so do concerns: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 138 days ago • 0 comments

Stock market volatility is not natural. Here's how monetary policy can largely eliminate it: exactmacro.substack.com/p/market-tur... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 143 days ago • 0 comments

Just land the plane! NGDP targeting > Inflation targeting: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 145 days ago • 0 comments

The soft landing is still on, despite the turbulence. exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 152 days ago • 0 comments

Stocks rebound, and I now offer a novel AI chatbot: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 159 days ago • 0 comments

The VIX is sending a clear recession warning. Do you know the VIX Rule of 26? exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 166 days ago • 0 comments

AI is not overhyped: exactmacro.substack.com/.../14838....... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 173 days ago • 0 comments

The Imputed Market-Based NGDP forecasts for the coming quarters predict a softer landing: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 180 days ago • 0 comments

The real potential of generative AI: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 187 days ago • 0 comments

Forecasts for growth are falling, but markets still aren't expecting recession: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 194 days ago • 0 comments

It's too hot for a recession: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 201 days ago • 0 comments

The economy is still too hot. What does this mean for stocks? exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 208 days ago • 0 comments

The down week for stocks is a blip in the recent boom: exactmacro.substack.com/p/stock-and-... #stockmarket #economicgrowth #inflation #recession #crypto #earnings #interestrates #federalreserve #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

submitted 215 days ago • 0 comments