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Another soft datapoint surprising to the upside today 🚀

If tokenization of private stock (a la Robinhood's efforts) takes off, I wonder if we're even going to talk about public vs. private companies in the future. May just be kind of a spectrum of various levels of liquidity and disclosure.

Insane move after a very weak NFP report. Big downward revisions Mechanically flat UR continued to mask significant labor cooling underneath Waller and Bowman dissents look vindicated here

😂 this is perfect

/neil_dutta_was_right RenMac: Renaissance Macro Research

Waller mode

Banger chart showcasing what I and other have been talking about. UR is mechanically low due to declining labor participation pool, largely driven by immigration changes. If held constant from April, it would be at 4.9% UR today

I've faded the notion of manipulated nfp revisions for a while but this time it is..... interesting

Banana republic things

"August's Non-farm Payrolls print was 8 bajillion and the unemployment rate was 0.01%"

tf goin on

Recorded this morning! Have a good weekend everybody

Really enjoyed this post Fed meeting conversation earlier this week hosted by fejau from @forwardguidance with Joseph Wang and ʎllǝuuop ʇuǝɹq. youtu.be/3MrOFddrzDo?fe…

Does anyone have any good theories on why initial claims isn’t tracking the clear labor slowdown as seen in NFP? Aside from people choosing the gig economy instead, heard that one Anything else? Guy Berger ?

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