The Grumpy Economist: Explaining the Fed's economic model: new-Keynesian? johnhcochrane.blogspot.com/2022/04/is-fed…

Musk is struggling to raise funds for his $TWTR bid according to the NYT. To succeed, he needs to project a new more serious public persona. Here are my thoughts. draft.blogger.com/blog/posts/473…

$NFLX has reached maturity; time to change the narrative from subscribers to Revenues & profits. See my explanation here: jonsmusings.me

Powell votes for more inflation. Yesterday, Chairman Powell refused to commit to any timetable for interest rate hikes. He cautiously said that the FOMC would "consider a 50 bps hike at the May meeting" See my reaction jonsmusings.me

The equity markets have not reached a bottom and will not do so until there is much better visibility on the Fed's ultimate end point in the interest rate cycle and the impact on demand for goods and services. See my thoughts jonsmusings.me

Is George Kliavkoff the dumbest commissioner ever? Makes Bowlesby look smart. Ben Bolch Bud Elliott Andy Staples he just lost the two anchor schools with no obvious replacements and is vulnerable with Ore and Wash leaving next

I’m disappointed that the Rep party seems to be backing off support for Ukraine. This is truly a war against democracy by an authoritarian regime. Any negotiation is likely to be views as rewarding aggression by Iran & China.

Congratulations @Pac12 Martin Jarmond you succeeded once again in burying the marquee game of the season with a 10 p ET tip. But better than USC’ 11 p tips for both AZ games. Finally we will be a conf that knows how to market top teams and create legends. Ben Bolch

Crazy take: when Ukraine launches its offensive, Russian army will concentrate on saving its regular army troops. These will be needed to preserve Putin’s regime from any internal unrest.

Hats off to SMU in first year in ACC, they made the playoffs inCFP and poised to make tourney in men’s BB. Andy Enfield has done an under the radar good job. Currently T4 in ACC. .

$UNH decline is stunning. This is one of the Stalwarts of the market over the last 5,10 and even 20 years. In a approx one month, it is down more than 50%. Pundits won't talk about it but there must be some serious losses in this investment.