All of this happened in China this week. A thread. 1/10

Powell always bashes the labor market and leans on JOLTs when he wants to tighten financial conditions

Playing with Chat GPT & Canva's Text to Image software reminds me of the feeling from the EARLY days of the internet when you couldn't believe your eyes and everything felt so new 🤯

Howard Lindzon This is Not Financial Advice Optimist Trailer looks very entertaining

Higher for longer CPI--great progress on overall inflation w/ CPI running 2.2% 3m saar but less progress on core which is still right around 5%. The Fed's core services ex housing slowing gradually but steadily--keeps them on track for a pause w/ another hike in their baseline

15 visuals every investor should memorize: 1: In the long run, stocks win:

a year ago tonight we were probably just sitting around the office putting the finishing touches on chatgpt before the next morning’s launch. what a year it’s been…

Don’t misinterpret repeat customers as brand loyalty - written from a Starbucks drive through while remembering how they used to have trash cans to throw out your previous day’s coffee cup.

It feels like comedy is having a moment right now (comedians like Tony Hinchcliffe and bert kreischer selling out arenas, getting millions of viewers and breaking records over and over)… and the #DNC jussssst realized it.

If you bought a house for $500,000 fifteen years ago and sold it for $2,500,000 today you would have still underperformed the S&P 500. I think people get amazed by real estate returns cause it's the one asset they actually just HODL for a long time.

papers.ssrn.com/sol3/papers.cf… <-- Worth reading and a fun little game about how people interpret news. Victor Haghani Nassim Nicholas Taleb

A rule is a rule

Hilarious that DeepSeek has an outdated copyright date on their website—neither China nor AI are exactly known for copyright diligence. They were too busy erasing a half a billion in $NVDA today to remember to update it...

it's cute that $ORLY is up 2%

Powell is going to need private security. My prediction: A coordinated message around how this all is bc of a blunder by Powell and if he had cut rates, stocks would stop selling off and yields would go even further. Most people have no idea what the fed does so it could work

Add Hunter Biden to this list Polymarket polymarket.com/event/presiden… Channel 5