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

Arsenal had 20 shots, that's a good number on paper. It was just 1.5 xG which is not a great average quality. Just 2 on target and neither were particularly threatening. Just one big chance today and never really did much to make West Ham nervous.

submitted 1 day ago • 3 comments

easily the biggest change for Everton under Moyes is that Beto has gone from being one of the worst finishers in the world to running pretty hot

submitted 1 day ago • 3 comments

Moyes back at Everton giving United the smackdown…good for him, good for him

submitted 1 day ago • 0 comments

Severance really is a masterpiece

submitted 2 days ago • 4 comments

Rivian achieved a gross profit in Q4 for the first time ever:

submitted 3 days ago • 4 comments

There's been a lot of news early this year that gives the feeling of uncertainty and chaos in the global automotive industry - whether it's concerns about the imposition of tariffs or the attempts of western automakers to compete with China.

submitted 3 days ago • 2 comments

I would not have expected overseas equities to hold up so well given the generally strength and appreciation of the dollar

submitted 3 days ago • 1 comment

oof WALMART 4Q ADJ EPS 66C, EST. 65C WALMART 4Q TOTAL US COMP SALES EX-GAS +4.9%, EST. +4.66% WALMART 4Q SAM'S CLUB US COMP SALES EX-GAS +6.8%, EST. +4.99% WALMART SEES 1Q ADJ EPS 57C TO 58C, EST. 65C WALMART SEES 2026 NET SALES +3% TO +4% WALMART SEES 2026 ADJ EPS $2.50 TO $2.60, EST. $2.77

submitted 3 days ago • 2 comments

Turn on FS2 if you want to see the Barce retirement home try and play soccer in -7 wind chill, Busquets looking like he's going to cry.

submitted 4 days ago • 6 comments

@ericvannostrand.bsky.social & I are in @briefingbook.bsky.social on infrastructure. Last week, @jasonfurman.bsky.social argued that real US infrastructure investment has fallen since the pandemic. Eric & I find however that using BEA’s deflator, real highway spending is up 11% since 2019. 1/11

submitted 4 days ago • 4 comments

Delving into the latest AEMO report and it is fairly clear that strategic bidding is what is pushing up prices right now. Hopefully batteries ameliorate this over time #EnergySky

submitted 4 days ago • 2 comments

Interesting comments from Compass on changes related to buyer agents since the NAR stuff:

submitted 4 days ago • 8 comments

I don't think Khia ever expected royalties from Dove for that song.

submitted 5 days ago • 0 comments

Can imagine some things shaking out inflation dynamics in the coming months but for the time being inflation looks to be headed toward 2% as lags and quirks fall out of the 12-month window. Lags in housing and wages + stock market outperformance account for 45 of the remaining 55bp overshoot

submitted 10 days ago • 0 comments

I’m told the tariffs Trump announces today will NOT go into effect today. There will be a time delay of some months, possibly an April 1 start date. This will be a presidential memorandum today not an executive order, and USTR will be tasked with developing next steps.

submitted 10 days ago • 7 comments

EV sales show that the sky isn’t falling. You might think with all of the challenges that companies are facing – from shifting federal policies to tariff threats – that growth might be slowing for electric vehicles. The early news has been pretty positive...

submitted 11 days ago • 3 comments

Steel and aluminum trade are already highly reshaped by tariffs, especially on China, which led to trade redirection. Bulk of proposed tariffs would fall on Canada, but other Mexican, Brazilian trade also relevant. Plus a large part of trade with GCC (UAE and Bahrain -aluminum)

submitted 13 days ago • 2 comments

AI dominating Super Bowl ads? ✅ 🙃

submitted 14 days ago • 2 comments

It brings me no pleasure to report we have a fresh tariff headline *TRUMP: WILL ANNOUNCE 25% TARIFFS ON STEEL, ALUMINUM MONDAY

submitted 14 days ago • 35 comments

Would love to better understand the benefits and obstacles/constraints to mass vaccination of chickens in the US. Have read up a bit but eager to learn more

submitted 14 days ago • 3 comments

I'm not sure I'd use either characterization but the sectors holding up topline job growth are increasingly narrow...

submitted 15 days ago • 1 comment

The four charts that lead me to believe the economy continues to slow in a concerning way: 1) the average workweek is very low 2) manufacturing job growth is negative and is worsening 3) the hires rate remains early 2010’s sluggish 4) the largest publicly-traded homebuilder stock is cratering

submitted 15 days ago • 48 comments

Conor’s point on homebuilders seems very relevant for $JHX.AX, which is still quite elevated. Similar for $RWC.AX. These are local fund manager favourites

submitted 15 days ago • 0 comments

Looks like the ICE Chevy Blazer will be phased out in North America by GM to make way for more EVs. Piece via @caranddriver.bsky.social www.caranddriver.com/news/a637042...

submitted 15 days ago • 2 comments

While there are some concerns that may emerge later this year, the household survey of this jobs report looks like a solid one. Unemployment fell to 4%, and more importantly, employment rates moved higher for prime age workers. Age-adjusted employment rates remain higher than before the pandemic

submitted 16 days ago • 1 comment