J (@elonmuskmust69) 's Twitter Profile
J

@elonmuskmust69

I

ID: 1442957222833704960

calendar_today28-09-2021 20:59:57

139 Tweet

6 Followers

98 Following

KKGB Kitty (@inartecarlodoss) 's Twitter Profile Photo

By the way, there is 5% of US GDP stashed in MMF being RRPd nightly at for scraps, supply-side bottlenecks getting worse, energy crisis spreading, inflation expectations rising and low skilled wages picking-up. Yet Fed still buying same amount of bonds as Apr ‘20 - 🤡🤡🤡🤡🤡🤡🤡

ʎllǝuuop ʇuǝɹq (@donnelly_brent) 's Twitter Profile Photo

We have spent 20 years trading NFP as a demand side number but now it's a labor supply story so the framework for trading should change. A low number e.g., +160k with a UR of 4.8% is a labor tightness story and not dovish. Participation, UR, headline all matter in combination.

Jason Furman (@jasonfurman) 's Twitter Profile Photo

Private jobs were up 317,000 in September. On an hours-adjusted basis they were up 1,036,000. That is because aggregate private hours were up 0.8% in September (average weekly hours were up). Years ago at CEA Steve Braun taught me to use aggregate hours not jobs in analysis.

Prof. Feynman (@proffeynman) 's Twitter Profile Photo

Don't regret anything in life. If it's good, it's wonderful. If it's bad, it's experience! When you win, you win. When you lose, you learn.

Kyle Conner (@itskyleconner) 's Twitter Profile Photo

FSD Beta testing videos shot and done. Thanks to my neighbor for letting us use his car to film. That is probably the least relaxing and sketchiest way to get across a city based off of my 24 hour test.

J (@elonmuskmust69) 's Twitter Profile Photo

The Fed’s excessive QE has made the markets solely a voting machine. They have removed the weighting machine. What a horrible thing for long term productivity!

Jason Furman (@jasonfurman) 's Twitter Profile Photo

Some of these ideas were discussed in my latest Wall Street Journal Opinion. Stay tuned for more of this over the course of the week (and not just in long Twitter threads). wsj.com/articles/biden…