er, what now, David Clulow ? you're offering demos for the #PervertGlasses ? that's not a good look:
Stocks / Bonds / Markets
by @ericmbudd.com
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Long pre match discussion of ball colours and their respective properties. Love it.
#SaturdayNightLive #SNL fricking hilarious #PeteHegseth (Colin Jost) welcomes the sailors aboard the USS Abraham Lincoln home with help from RFK Jr. (James Austin Johnson) (video) www.youtube.com/watch?v=JMlO...
#netflix A new #movie #Animals – “power creates leverage – leverage dictates outcomes” -- chart #IMDB www.imdb.com/title/tt3104...
#California: #energy costs 50% above the national median, top income tax rate, least #affordable housing, most regulation, highest unemployment (5.1%). And yet 3.6% GDP growth, 3rd among states, behind only NY and Idaho - #JPMorganAM credits #AI ...
UST Yields and Outstanding Debt Stock How to turn a misleading calculation into a claim about fiscal insolvency acemaxxanalytics.substack.com/p/ust-yields...
A 60/40 portfolio of 60% stocks and 40% bonds may offer a better risk-reward over longer time horizons, although investors should still consider diversifying those portfolios with, for example, alternative assets, chart #GoldmanSachs
Higher US Treasury yields make bonds look more appealing for portfolios, but whether investors should increase their bond allocations depends on their time horizons, chart #GoldmanSachs
#earnings expectations have been revised materially higher, not lower, as companies continue to exceed forecasts by significantly wider-than-expected margins, chart #JPMorganAM
#Magnificent7 have underperformed the broader market, rising roughly 12% this year compared to the S&P 500’s ~15% gain. And yet, earnings for that group are expected to rise ca. 59% this year while growth for the remaining 493 companies in the index is expected to be about 23%, chart #JPMorganAM
The renewed steepening of the 10y/30y yield curve is suggesting investors are demanding a greater premium to hold the longest-dated Govt debt. The 10s-30s spread widened to about 37bp this week, as the 30y yield rose faster than the 10y's yield, chart @reuters.com www.reuters.com/business/fou...
The #wage gap: US productivity and real hourly compensation, chart @FT www.ft.com/content/abaa...
Higher #gasoline prices probably led to quicker overall US inflation in Sept even as underlying price pressures moderated, supporting views that the #Fed will refrain from raising interest rates this month, chart @economics www.bloomberg.com/news/article...
Financial Markets Edge Towards Tokenization, Says Barron��s Oct 10 2026 16:41 UTC Barron’s, a leading financial publication, is running a cover story on tokenization, highlighting its potential to revolutionize traditional finance. The article emphasizes that crypto #tokenization #barron-s
And then it will buy you a Cybertruck at full price
BREAKING 🚨: Housing Market The largest mortgage lender in the United States, United Wholesale Mortgage, just fell to its lowest closing price in history and is on track for its 9th consecutive red month, its longest losing streak in history 📉 👀 😱
Ukraine strikes Russia's Rostov-on-Don oil terminal for the second time, according to video evidence.
Economic developments can influence financial markets in complex ways, so economic awareness is an important part of informed financial analysis; visit davidrewcastle.com to learn more about his background in finance and economics. #Economics #FinancialMarkets