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

Is political bias affecting investors’ expectations? 🔻 Expected rate of inflation in the next five years, by political party -NYT www.nytimes.com/2025/02/25/b... x.com/mohossain/st...

submitted 2 days ago • 0 comments

Chinese Manufacturers Speed Up Efforts to Dodge U.S. #Tariffs www.wsj.com/economy/glob... #tradewar #inflation #manufacturing #investment # The imbalance that lies at the heart of global #trade: the US consumes much more than it produces; China produces much more than it consumes. -dB

submitted 2 days ago • 1 comment

Us Consumer Confidence Drops on Concerns About Economy -bbg 🔘Fed seen resuming rate cuts in June as consumer confidence takes a dive www.reuters.com/markets/rate...

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🔘Top ten energy consuming countries by energy source 🔘U.S. industrial sector energy use by type of energy source x.com/mohossain/st... #oott CO2 #pollution #energysecurity #shalegas x.com/mohossain/st...

submitted 2 days ago • 0 comments

🔘Top ten energy consuming countries by energy source 🔘U.S. industrial sector energy use by type of energy source x.com/mohossain/st... #oott CO2 #pollution #energysecurity #shalegas x.com/mohossain/st...

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🔹Effective tariff rate by country 🔹History of US Tariffs -dB

submitted 23 days ago • 0 comments

“Americans quit 39.6 million jobs in 2024, down 11% from the year before and down 22% from a recent peak in 2022, according to Labor Department data published Tuesday.“ www.wsj.com/economy/jobs... #cpi #wage #inflation #job

submitted 23 days ago • 0 comments

Canada in focus on the steel & aluminum tariffs -BBG

submitted 17 days ago • 0 comments

Public Markets Becoming Less Liquid and Less Transparent The share of equity trading volume on the exchanges is now smaller than the share of equity trading volume in dark pools, negotiated trades, and internalized trades!

submitted 15 days ago • 0 comments

CPI inflation rose to 3% in January — inflation has remained persistent with little sign of easing. #interestrates #inflation #wages #cpi

submitted 15 days ago • 0 comments

🇺🇸Around half of multiple jobholders now have a college degree 👌Multiple job holders by industry -FT

submitted 15 days ago • 0 comments

🇺🇸American exceptionalism 🇺🇸 The US equities are at 75-year highs vs global peers after a decade of unprecedented liquidity and global demand for US assets. #technology #productivity #riskarb

submitted 15 days ago • 0 comments

• Export share of GDP (US economy relies less on exports and seems less vulnerable to tariffs?) • Weighted mean tariff rate for select countries • History of US tariffs 📲Who Pays for #Tariffs www.nytimes.com/interactive/... #tradewar #uncertainty #Riskarb #investor #ennovance

submitted 15 days ago • 0 comments

Corporate dominance insulates mega caps from competition 90% of VC-backed startups have been acquired since 2000 What happens to companies and products? Only 36% survive #innovation #growth #investor M&A #deals #privateequity #venturecapital #VC #Tech #AI #gAI #ennovance x.com/mohossain/st...

submitted 14 days ago • 0 comments

Ah, the dance with #privateequity. It's a bit like waiting for a soufflé to rise—timing is everything. Deal-making hit a decade-long low in January, 2025 #lp #investor #buyouts #merger M&A

submitted 14 days ago • 0 comments

Can Short Selling Survive …? www.institutionalinvestor.com/article/2edq...

submitted 13 days ago • 0 comments

How Vanguard plans to play disruptor again Low fees made the group a passive investing powerhouse. But it needs to improve tech and service as it pushes into wealth management and cash accounts www.ft.com/content/6f4b...

submitted 13 days ago • 0 comments

How Vanguard plans to play disruptor again Low fees made the group a passive investing powerhouse. But it needs to improve tech and service as it pushes into wealth management and cash accounts www.ft.com/content/6f4b...

submitted 13 days ago • 0 comments

Market stress is hard to find even as policy uncertainty grows -bbg #risksrb #investor #ennovance

submitted 13 days ago • 0 comments

The Unicorn Boom Is Over, and Startups Are Getting Desperate By the time the Covid-era tech boom crested in 2021, well over 1,000 VC-backed #startups had reached valuations above $1 billion …startup bubble is deflating, and …dwindling prospects www.bloomberg.com/news/article... #ennovance #tech

submitted 13 days ago • 0 comments

Rate Uncertainty Is Holding Back M&A Deals, Goldman’s Minnis Says Buyers and sellers are struggling to find a fair value on M&A. This comes despite cheaper private equity borrowing costs www.bloomberg.com/news/article... 📲 x.com/mohossain/st... #deal #lbo #buyouts #mergers #acquisition #investor

submitted 13 days ago • 0 comments

The Dot-Com Bubble Burst 25 Years Ago. AI Could Be Next. www.barrons.com/articles/dot... x.com/mohossain/st...

submitted 13 days ago • 0 comments

The Dot-Com Bubble Burst 25 Years Ago. AI Could Be Next. www.barrons.com/articles/dot... x.com/mohossain/st...

submitted 13 days ago • 0 comments

Trade war uncertainty! (So far, there are no signs that it is having a negative impact on the incoming economic data) #Tradewar #Investments #Riskarb

submitted 12 days ago • 0 comments

The data this week shows that the economy remains strong. Consumers are in good shape, and y/y retail sales show steady growth. Capex spending plans are improving, and the Atlanta Fed GDP estimate for first quarter GDP and the Dallas Fed weekly estimate for GDP are at 2.3% and 2.5%, respectively.

submitted 12 days ago • 0 comments

The data this week shows that the economy remains strong. Consumers are in good shape, and yoy retail sales show steady growth. Capex spending plans are improving, and the Atlanta Fed GDP estimate for first quarter GDP and the Dallas Fed weekly estimate for GDP are at 2.3% and 2.5%, respectively.

submitted 12 days ago • 0 comments

🇺🇸American Exceptionalism: When the going gets rough, the resilient rise up. More highly educated workers (e.g., Doctorate degree holders ) are juggling multiple jobs The share of U.S. workers with more than one job hit the highest level www.washingtonpost.com/business/202... #wage #inflation #

submitted 12 days ago • 0 comments

Refining Margins Surged to Record After Pandemic -BBG #OOTT #energy #investor x.com/mohossain/st...

submitted 12 days ago • 0 comments

New potential policy changes would adversely affect hospitals Changes reducing or eliminating subsidies that help purchase insurance on the exchanges would likely lead to a rise in uninsured or self-pay patients. (Temple Hospital : 45% of TUH’s patients are covered by Medicaid, 41% by Medicare)

submitted 10 days ago • 0 comments

Warren Buffett and Berkshire Hathaway Keep Selling Stocks “CEO Buffett, who oversees Berkshire’s $300 billion equity portfolio, is unenthusiastic about equities … hitting new highs….was a net seller of about $6 billion of stocks in the period…” www.barrons.com/articles/war... #ennovance

submitted 10 days ago • 1 comment

Number of US venture capital firms falls as cash flows to tech’s top investors 2,000 have fallen dormant since 2021 www.ft.com/content/7a78... 📲The Unicorn Boom Is Over, and Startups Are Getting Desperate x.com/mohossain/st... #startup #venturecapital #lifescience #biotech #ennovance #investor

submitted 10 days ago • 0 comments

Investors Haven’t Been This Pessimistic About Stocks Since 2023 www.wsj.com/finance/stoc... 📲 x.com/mohossain/st...

submitted 10 days ago • 0 comments

🇬🇧UK Defence 🤔 🇪🇺European countries clash over sending troops to #Ukraine www.ft.com/content/0dea... FT NATO: Defense spending in 2023 💲.. military spending worldwide in 2023 🇺🇸Interest Costs Just Surpassed Defense and Medicare 📲 x.com/mohossain/st... 🇪🇺…Europe’s war. x.com/mohossain/st...

submitted 10 days ago • 0 comments

📲🇺🇸Share of exports to GDP vulnerable to tariffs 🇪🇺U.S. Tariffs Could Worsen Europe’s Economic Slowdown. …and dampen investment in Europe, dealing a blow to growth at a time when the continent is already facing a lackluster economy. www.nytimes.com/2025/02/14/b...

submitted 10 days ago • 0 comments

U.S. Debt as a % of GDP is projected to surpass the World War II peak over the next several years US consumer debt delinquency hits highest in almost five years yahoo.trib.al/oFjqHvE x.com/mohossain/st...

submitted 9 days ago • 0 comments

US companies falling behind on loans at fastest pace in almost a decade www.ft.com/content/3a9f... 🎈The Russell 2000 Growth index of small cap growth stocks is up to 33% in unprofitable companies. This is double the levels from before the Global Financial Crisis

submitted 9 days ago • 0 comments

#PrivateEquity: In a world where winner takes all, you either go big or get lost in the noise of mediocrity. Play to win, or don’t play at all. PE firms struggling to raise money is growing www.wsj.com/finance/inve... 📲https://x.com/mohossain/status/1771155606046445614?s=46

submitted 9 days ago • 0 comments

First-Day IPO Trading Flops Threaten Next Wave of US Debuts Zombie unicorn. There are a record 1,200 venture-backed unicorns that have yet to go public or get acquired, according to CB Insights The biggest, Venture Global, is down 35% from its IPO price www.bloomberg.com/news/article...

submitted 9 days ago • 0 comments

M&A Is Running Late to Its Own Party www.bloomberg.com/news/newslet... #exit #lbo #buyout #deals #PrivateEquity #venturecapital #ennovance 📲Buyers and sellers are struggling to find a fair value on M&A. This comes despite cheaper private equity borrowing costs x.com/mohossain/st...

submitted 9 days ago • 0 comments

Fed Minutes Reveal Little Appetite for Near-Term Rate Cuts www.wsj.com/economy/cent... #inflation #interestrate #fed # x.com/mohossain/st...

submitted 8 days ago • 1 comment

Fed Wanted an Inclusive Jobs Recovery. Some Are Asking If That Helped Fuel Inflation www.bloomberg.com/news/article...

submitted 8 days ago • 0 comments

🗞️Buyout firms’ equity-debt double act is creaking www.reuters.com/breakingview... 📰Private Credit Is the Hot New Thing on Wall Street. It sounds mysterious, but it’s really just a loan—often a risky one—made by an investment fund instead of through a bank. www.bloomberg.com/news/article...

submitted 8 days ago • 0 comments

🏢Multi family Rental: US Rental Payment Performance Worsens -BBG 🏢Apartment vacancy rate is high again! As of January 2025 🎈 Shelter inflation has remained elevated despite the Fed's higher interest rates. -bbg 🚗 Inflation in New Cars and Used Cars -BBG #rent #realtor #realestate #CMBS #loan

submitted 8 days ago • 1 comment