George Pearkes

https://bsky.brid.gy/r/https://bsky.app/profile/peark.es

No longer Bluesky’s only resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | #ForTheCrown, #COYG | 🇺🇸 via 🇨🇦. Not 🏴󠁧󠁢󠁳󠁣󠁴󠁿. | Normal man, one of the Normal Men

*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG

📍 CLT

🌉 [bridged](https://fed.brid.gy/bsky/peark.es ) from 🦋 [peark.es](https://bsky.app/profile/peark.es ), follow Bridgy Fed for Bluesky (npub1pqr…2sck) to interact

Web site: https://bsky.app/profile/peark.es
Link: https://peark.es

Public Key

npub17ezzsmuxkxdxjyncscceac66trws6xu7k3nz32harw2cvulrst2salcjtk

NIP-05 Address

peark.es_at_bsky.brid.gy@momostr.pink

Profile Code

nprofile1qqs0v3pgd7rtrxnfzfugvvv7udd93hgdrw0tge3g4t73h9vxw03c94gpz3mhxue69uhhyetvv9ujuerpd46hxtnfduqs6amnwvaz7tmwdaejumr0dsy6kan8

Publishing to

relay.damus.io

nos.lol

Author Public Key

npub17ezzsmuxkxdxjyncscceac66trws6xu7k3nz32harw2cvulrst2salcjtk

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Last Notes

2026-03-25 12:38:20 UTC

Iran rejects ceasefire as widely predicted.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreift44yqsxxrtuh75c6h2jgpvmywcceth3pm2n342efscxpnzt2c4y

2026-03-19 13:44:40 UTC

Oh man, the hit at Ras Laffan has taken almost 20% of output (i.e. roughly 3% of global LNG volumes) offline for *3-5 years*.
[Exclusive: Iran attack damage ...](https://www.reuters.com/business/energy/iran-attack-damage-wipes-out-17-qatars-lng-capacity-three-five-years-qatarenergy-2026-03-19/ )

2026-03-06 13:30:30 UTC

HUGE payrolls miss, wow
Feb Payrolls -92k vs +55k est/+130k prev
2m net revision -69k
Unemplomyent 4.4% vs 4.3% est/4.3% prev
Avg hourly earn YoY +3.8% vs +3.7% est+/3.7% prev
Jan Retail sales MoM -0.2% vs -0.3% est/0.0% prev
Control group est MoM +0.3% vs+0.3% est/-0.1% prev
RE: https://bsky.app/profile/did:plc:pnx2fjuannbdpy3337ggthpp/post/3mgfg3yqbfs25
#note1yuj…9m3m

2026-03-06 13:27:31 UTC

Feb Employment Situation and Jan retail sales due in a few mins
Payrolls est +55k vs +130k prev
Unemplomyent est 4.3% vs 4.3% prev
Avg hourly earn YoY est +3.7% vs +3.7% prev
Retail sales est -0.3% MoM vs 0.0% prev
Control group est +0.3% vs -0.1% prev
Weak spend in Jan would like be weather/flu

2026-03-03 16:53:49 UTC

Okay this may be the funniest effort yet
*TRUMP: I THINK IRAN MAY HAVE ATTACKED FIRST

2026-03-02 13:07:16 UTC

???
*HEGSETH: IRAN NOT A REGIME-CHANGE WAR, BUT REGIME DID CHANGE

2026-02-27 20:49:09 UTC

This afternoon's crashout brought to you by a bunch of nerds with very weird ideas about whether code is something you should be nice to.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreienzosx2ecb6eitzf7gjhza5lrxbwugkqpfvj76st5zc7662br2hu

2026-02-24 21:31:07 UTC

Always been a huge Bodø Glimt guy if we're being honest

2026-02-11 19:26:08 UTC

?
*BESSENT ON PULTE: LIKE ALL GOOD TEAMS, CAN BE SPAT IN LOCKERS

2026-01-26 15:41:58 UTC

I really can’t exaggerate how completely weird this move in silver is. Markets just don’t go parabolic for months at a time. Speaks to the fundamental cause of this move in silver: momentum and nobody with a balance sheet to take the other side of the move.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreicen6afepppggjgoilcplhgdrusiasrwchiydvhnjlq7ll7o6bfou

2026-01-20 13:37:06 UTC

*DANISH PENSION FUND AKADEMIKERPENSION TO EXIT US TREASURIES

2026-01-13 20:43:58 UTC

Powell sent Senate Banking Committee members a 4 page letter detailing construction cost details last July. Makes it basically impossible to argue he misled Congress.
Letter is here: [d1e00ek4ebabms.cloudfront.net/production/u...](https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/fed_letter-57db21b5-1da9-4992-8a88-b0da7bf6e16b.pdf )
[Jay Powell sent senators detai...](https://www.ft.com/content/1df72693-a510-4bcf-80ba-318e085bc2e6 )

2026-01-11 20:07:53 UTC

*whispering* this is the performance of public virtue and should be feted
RE: https://bsky.app/profile/did:plc:jxitdeqb6coq7beqtmpm6j4c/post/3mc6ax2msuk27

2026-01-05 21:21:17 UTC

I have a hard time listening to Jensen Huang because he's such a buzzwordy hype merchant. Also because he makes choices like "whatever the hell this jacket is up to".
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreief5fwvavk6llw7eeh6jmwxqw7ea5y3zh6dd3dg3yycw2igazajxm

2025-12-21 12:37:56 UTC

Remains absolutely wild to me we have a functional cure for HIV/AIDS.
RE: https://bsky.app/profile/did:plc:5tnswm3s5wkl5rvrszqll5jl/post/3mahyjubypk2g
#note1a8l…nnz9

2025-12-18 17:42:24 UTC

*THUNE SAYS DEMOCRATS THREE-YEAR ACA EXTENSION WON'T PASS SENATE

2025-12-18 17:29:58 UTC

"Within days, Claudius had given away nearly all its inventory for free—including a PlayStation 5 it had been talked into buying for “marketing purposes.” It ordered a live fish. It offered to buy stun guns, pepper spray, cigarettes and underwear.
Profits collapsed. Newsroom morale soared."
[We Let AI Run Our Office Vendi...](https://www.wsj.com/tech/ai/anthropic-claude-ai-vending-machine-agent-b7e84e34 )

2025-12-18 17:26:40 UTC

Normal Men's first candidate interview! We had a really good time chopping it up with [@mikesacks.bsky.social@bsky.brid.gy](https://bsky.brid.gy/ap/did:plc:beirch5u3d3ybvuct27mtyxd ) and I'm not just saying that because he's a fellow Dukie.
You can learn more about Mike's campaign at his website: [www.mikesacksforcongress.com](https://www.mikesacksforcongress.com/ )
RE: https://bsky.app/profile/did:plc:e6n7jxtu2qrhwvp3j6ib6sq6/post/3maboyaafgk2d

2025-12-18 16:00:52 UTC

WaPo reports they're raiding housing funds for the $1,776 bonus. cc [@mikeblack114.bsky.social@bsky.brid.gy](https://bsky.brid.gy/ap/did:plc:5j6n35dsc2on3lipbale7azr )
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreieb5v6jkk42i3vel3qyqxehkccwtsvxnblb5ynvaltufpwuj2y7ey

2025-12-18 13:30:21 UTC

November CPI (nothing for October)
Headline +2.7% YoY vs +3.1% expected
Core +2.6% YoY vs +3.0% expected
Initial claims 224k vs 225k expected
Continuing claims 1897k vs 1920k expected
DOVISH

2025-12-18 12:56:52 UTC

Quite surprised it took CMG this long to roll this out, seems like a no-brainer.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreicx7khipj2aweqiyhhlnwmqibxna7r6fyemwbl7nbnvp5wfg5d7gy
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreid3bnfq6ycxn2iekmeft6ihebl2peunek7ptrbwgmilyfyszfp43m

2025-12-18 12:00:56 UTC

BoE razor thin margins rn, interesting to watch.
*BOE CUTS KEY RATE BY 25BPS TO 3.75%; EST. 3.750%
*BOE SAYS RATES LIKELY TO CONTINUE ON GRADUAL DOWNWARD PATH
*BOE: JUDGMENTS ON FURTHER EASING WILL BECOME A CLOSER CALL
*BANK OF ENGLAND CUTS KEY INTEREST RATE TO 3.75% IN 5-4 VOTE

2025-12-18 11:32:06 UTC

Why is DJT merging with a "clean fusion energy" company.
*TRUMP MEDIA TO MERGE WITH TAE TECHNOLOGIES IN ALL-STOCK DEAL

2025-12-18 10:51:33 UTC

Just going to put this in a time capsule to see how it looks after the first year of a Reform majority.
RE: https://bsky.app/profile/did:plc:oogx5uk7egcpeavtomox43wn/post/3maaxgadgt22u

2025-12-18 02:46:32 UTC

Folks, remember: bed time is 10 pm.

2025-12-18 00:35:13 UTC

The belly pet wantorrrrrr
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreigqtci2zkuu3l66x6lsfswy3xyfncou5v5hilx63575pesgstbybq

2025-12-17 22:08:33 UTC

There has been one (1) period of sustained deflation (eg prices down for multiple years in a row) since the 1910s. That was the Great Depression. I understand why people (not Chris, he gets it) naively think prices should fall but I cannot emphasize enough how Bad that would be.
RE: https://bsky.app/profile/did:plc:e62gb2ushvtvjvqcbrxeaw2n/post/3ma7nkdcctk2f
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreigfxqshpvhomuzam3v62kdsgi2mocvaabzjuz5dnmvxppgcozym2m

2025-12-17 21:53:20 UTC

Trump Administration setting denaturalization quotas.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreifs5jxhayfdkcgy4o2amr7zvmcie33zc5krk3di2bncs3uogz746u

2025-12-17 21:35:49 UTC

Labor markets weakness is all about uncertainty, not AI.
[www.richmondfed.org/research/nat...](https://www.richmondfed.org/research/national_economy/cfo_survey/data_and_results/2025/20251217_data_and_results )
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreihmmhiy5xxulo5sljojjvdwrqmg5yo5nzcrqvezrjaqw6va7a47l4

2025-12-17 21:02:49 UTC

Massive MU beat and guide, but this is a lagging indicator.
*MICRON 1Q ADJ. REV. $13.64B, EST. $12.95B
*MICRON 1Q ADJ EPS $4.78, EST. $3.95
*MICRON 1Q CASH FLOW FROM OPS $8.41B, EST. $5.94B
*MICRON SEES 2Q ADJ. REV. $18.3B TO $19.1B, EST. $14.38B
*MICRON SEES 2Q ADJ EPS $8.22 TO $8.62, EST. $4.71

2025-12-17 21:00:16 UTC

this is all so ridiculously contrived, how cooked does your brain have to be to think there's any public support for it
*TRUMP ON VENZ.: GETTING LAND, OIL RIGHTS, THEY TOOK IT AWAY
*TRUMP: VENEZUELA THREW OUR COMPANIES OUT, WE WANT IT BACK

2025-12-17 20:28:31 UTC

Lol 10% sure thing bub
[www.businessinsider.com/xai-all-hand...](https://www.businessinsider.com/xai-all-hands-agi-superintelligence-funding-success-optimus-space )
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiaw4loj3ssyf6aguibf26swqfbqkcp5ju4sgsqgxyn5w6epjwcfqm

2025-12-17 19:54:26 UTC

*US CLO SALES REACH FRESH YEARLY RECORD OF $201.5 BILLION

2025-12-17 19:32:36 UTC

Median analyst estimates for ORCL capex over FY 2026, 2027, and 2028 (note: all ending May of the calendar year) are UP this month; 2027 (so the year ending 12 months ending May 2027) is up 20% in December! This is pretty wild and shows the limits of relying on analysts.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiakp4uxeerefumvlpyvehfa2kxvnv2f6dljzg74ekd7cb5fyehcc4

2025-12-17 19:06:09 UTC

Arguably the most salient thing for Understanding Economy
RE: https://bsky.app/profile/did:plc:qcpnd5dlcugj64oqpeepvzwc/post/3ma7e3663u224

2025-12-17 19:04:48 UTC

S&P 500 session lows -1%. Surprisingly quiet day outside the big AI names.
ORCL -5.5%
NVDA -3.3%
GOOGL -2.6%
and a bloodbath in the long tail of the AI power trade
CEG -8.3%
NRG -7.1%
VST -7.6%
VRT -7.0%
GEV -8.7%

2025-12-17 17:06:38 UTC

No URL yet but Variety reporting Netflix will be the exclusive home of Barstool Sports video content.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreibcafkyh3dizbfk6ky7i2czpuoswfavs3ch7rgsytz5jqwhmd5wme

2025-12-17 17:04:54 UTC

Some nice data here establishing that we're absolutely cursed with injuries.
[www.skysports.com/football/new...](https://www.skysports.com/football/news/11095/13484729/arsenal-injuries-mikel-artetas-gunners-have-suffered-100-different-setbacks-since-the-start-of-the-2024-25-season )
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreib2ivhr2ryhr4qujrvj4dv2on2a7oi6ly2xu6nibnxdpbfgrwadsi
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreig3rvlfcjozubarazrqx6zr4wonkrubhcllb562357rxee3xtioju

2025-12-17 16:48:37 UTC

My prior would not have been that school bus ridership was stable between 1969 and 2009. And obviously agree with Stephen's take as someone that walked to school literally my entire childhood but won't be able to have my daughter do same due to built environment where I live.
RE: https://bsky.app/profile/did:plc:pbvdchux22p3dblf47xgtq3m/post/3ma4udjlknc2f
#note16kq…zt3q

2025-12-17 15:47:14 UTC

*NASDAQ 100 FALLS 1% TO LOWEST INTRADAY SINCE NOV. 25

2025-12-17 15:39:30 UTC

Interesting development at USPS.
[U.S. Postal Service Announces ...](https://about.usps.com/newsroom/national-releases/2025/1217-usps-announces-bid-solicitation-for-access-to-last-mile-delivery-network.htm )

2025-12-17 15:38:26 UTC

*US COMBINED CRUDE AND FUEL EXPORTS HIT A RECORD LAST WEEK: EIA

2025-12-17 15:38:09 UTC

ORCL back to where it traded in mid-2023. Gotta shave another 3 turns off forward EBITDA to get to pre-ChatGPT release valuation.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreicpfsebhg4luzs4cprquk5ldogafaylty7cqqcc3vwvrrcsbf323i

2025-12-17 14:13:24 UTC

Seeing a lot of incredibly stupid posts about the new contact finding feature. People on this website are worse at reading than the modal TikTok user.

2025-12-17 14:09:35 UTC

Multiple delayed principal payments and now they don’t even have the vig? RIP.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreigib5pgiq5pnssr5cmbgtiikkgedybdpm4ojwxnmdje6ycodtg5ga

2025-12-17 13:19:57 UTC

One of the Oracle (ORCL) Stargate data centers in Michigan doesn't have financing after Blue Owl (OWL) pulled out. Increasing signals that capital is starting to turn away from the sector having gorged for the past year.
[Oracle’s $10bn Michigan data c...](https://www.ft.com/content/84c147a4-aabb-4243-8298-11fabf1022a3 )

2025-12-17 12:59:00 UTC

This was the subprime lender that BK'd in the early fall
*TRICOLOR FOUNDER BEING CHARGED OVER ALLEGED FRAUD, DOJ SAYS

2025-12-17 12:02:09 UTC

PSKY -2%, looks like Larry needs to write a check
*WARNER BROS. BOARD CONTINUES TO RECOMMEND NETFLIX DEAL
*WARNER BROS. URGES INVESTORS TO REJECT ‘INFERIOR’ PARAMOUNT BID
*WBD: PARAMOUNT OFFER PROVIDES INADEQUATE VALUE, IMPOSES RISKS
*WBD: ELLISON FAMILY HAS CHOSEN NOT TO BACKSTOP THE PSKY OFFER

2025-12-17 11:07:05 UTC

"Ford notified LG of the canceled order on Wednesday, the South Korean company said in a regulatory filing in Seoul. The amount is equivalent more than a third of LG’s total revenue last year."
RE: https://bsky.app/profile/did:plc:pnx2fjuannbdpy3337ggthpp/post/3ma2j7jyp3c2n
[Ford Cancels $6.5 Billion EV B...](https://www.bloomberg.com/news/articles/2025-12-17/ford-cancels-6-5-billion-ev-battery-contract-with-korea-s-lg )

2025-12-17 11:03:15 UTC

I'm a bit skeptical about this margin calc being accurate but even if it's a significant underestimate what an incredible way to destroy capital. (story from Bloomberg, no public URL rn)
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreihylddsk3ozwulpd5745ietk7z5b5qhn3ulppwoasavrjfy56hnd4
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiavf4lvf5ikulvpis4mf5ezbcwuvytoh3fd2a7u2twjesipreuwim

2025-12-17 10:57:27 UTC

How do y'all keep up with Discords? I am in three different ones associated with media properties and a social one. All are fun and interesting to hang out in, all *individually* have WAY too much content for me to even begin keeping up with. The attention economy is a real pickle sometimes.

2025-12-17 02:36:32 UTC

Love this prompt.
Mine is a dumb one. My daughter listens to these Spanish-English kids songs on Apple Music and this one makes me smile every time I hear it. I’m not religious and it’s a nursery rhyme but it just hits when me and my little lady roll around in my truck.
RE: https://bsky.app/profile/did:plc:blgznsnhzd3nnmftybxrwdt5/post/3ma4tjctoo22j
[Mi Burrito Sabanero by Cantico...](https://music.apple.com/us/album/mi-burrito-sabanero/1606436385?i=1606437054 )

2025-12-16 23:48:07 UTC

lol
RE: https://bsky.app/profile/did:plc:pnx2fjuannbdpy3337ggthpp/post/3ma4yl6avg223
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreibpvvgbrxtvgrtlfn5cc464hm6fiprfaiwp5vjhccmfo6lwvvrve4
#note1gne…en8h

2025-12-16 22:00:20 UTC

"According to Nielsen, the Saturday night town hall saw a 41 percent decline in in the key 25-54 advertising demographic compared to the network’s standard programming in that time slot year to date."
[Bari Weiss’ much-hyped CBS New...](https://www.independent.co.uk/news/world/americas/us-politics/bari-weiss-erika-kirk-cbs-news-ratings-b2885768.html#Echobox=1765915715 )

2025-12-16 21:38:42 UTC

Homebuilder Lennar (LEN)
- Revenue beat by 3% (-6% YoY)
- Adj EPS miss by 14% (-52% YoY)
- Orders miss by 1% (+19% YoY)
- Home sales gross margin 17.0% (17.4% est)
- Next Q closings guided 10%-15% below consensus
- Next Q orders guided 6%-11% below consensus

2025-12-16 21:13:10 UTC

*NICK REINER CHARGED WITH FIRST-DEGREE MURDER BY LA PROSECUTORS

2025-12-16 20:56:12 UTC

NFLX-WBD looking increasingly likely.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiaq65sv2wy3decqjw3q577oa7l37u7gn7j27jzyl24pnquc6lifx4

2025-12-16 20:33:00 UTC

pls don't shoot the messenger on this one kids
*TESLA SHARES GAIN 2.8% TO TOUCH AN ALL-TIME HIGH

2025-12-16 20:11:34 UTC

Was wondering why I hadn't seen any discourse around "AI eating young peoples' jobs" today and...oh that's why.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreif52dkjmi6u3nnielxdqthyxoy3gyobufbciud444cbipapqejjq4

2025-12-16 20:03:41 UTC

The argument that consumer spending is weak doesn't have a lot of evidence to support it. And this is what's driving the economy, not AI.
(note: this is a quick and dirty inflation adjustment, but it's going to look very similar to a more intensive one like PCE)
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiaun6efzetlbh7r525rsvahu7cjpkjcsvvrmfr5mff4s2pcxfheii

2025-12-16 19:37:57 UTC

Did four early decision interviews for my alma mater in November. As usual, none admitted. Three denied, one deferred. I think in the last five-six years of doing these I've had one interviewee accepted. And every year there are a huge number of kids that would be GREAT. The numbers are just brutal.

2025-12-16 18:53:42 UTC

Have we gotten an [@claudia-sahm.bsky.social@bsky.brid.gy](https://bsky.brid.gy/ap/did:plc:7q3w4zshnfsnqqn55znzyl2r ) ruling on how to handle the omitted October unemployment rate for Sahm Rule calculation purposes? My assumption would be to take the average of September and November (4.502% unrounded) but need official confirmation.

2025-12-16 16:18:58 UTC

We’re doing seven blades
RE: https://bsky.app/profile/did:plc:2j7yuilleggycr4ddg2tohnv/post/3ma4kdga2h22q

2025-12-16 16:18:05 UTC

This piece broke containment - my wife was telling me about how bad it was last night.
RE: https://bsky.app/profile/did:plc:zy6sn6tkic24e6p52g2yh4zn/post/3ma4irzicr22t

2025-12-16 15:39:37 UTC

You could spin a couple different narratives out of these two charts.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreifatgdiha7qondhdq4c7q554rs4lg74mkpbcpdvvdtmd636x5jbxq

2025-12-16 15:12:21 UTC

Interesting implication here: building fabs is incredibly labor intensive but then they hire ~nobody.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreihbmachfhq65hpwkajtk2ziqu2w6dv5ztjsrq2tcoz5p23s7mz444

2025-12-16 14:48:44 UTC

Flash PMIs weaker than expected and slow to end the year.
"Although jobs growth edged up to the highest for four
months in manufacturing, service sector employment came
close to stalling, with firms reporting the smallest net gain to
payrolls since April."
[www.pmi.spglobal.com/Public/Home/...](https://www.pmi.spglobal.com/Public/Home/PressRelease/7c38539749e84275b30a6c77cf2bc463 )
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreia7z5viobg3vqg6ef3hg3rzvetpl4vzk74eyxmfoop5mlxza6pn7q
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreibtxif4dtbmsxvqrh5byhjui5adexshfpcnnryekuhoce6iqasntu

2025-12-16 13:32:32 UTC

Okay so this is a mess to sort through but:
October NFP -105k
October private NFP +52k (Sep +104k post-revision)
November NFP +64k
November Private NFP +69k
UER 4.6% vs 4.5% expected (remember, this was likely biased higher).
Wage growth weaker than expected +0.1% MoM vs +0.3% expected for AHE.

2025-12-16 13:18:07 UTC

Weekly ADP estimate of payrolls growth suggests a material acceleration over the second half of November, consistent with claims and Indeed openings data.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreidq7sd54cbulrsc5wknxzzpikkqalfdpnhetzzj7n33csfehx54ze

2025-12-16 13:02:24 UTC

Jobs data due at 8:30. A quick preview.
1) We're only getting the business survey for October, with November's data released as well. Given October *should* have more responses in, that + September (expect downward revisions) is more reliable than November.
2) No household data for October.

2025-12-16 12:44:18 UTC

*BESSENT: SENATE GOP SHOULD AXE FILIBUSTER AND KEEP GOV'T OPEN

2025-12-16 12:18:02 UTC

SK Hynix closed below its 50-DMA for the first time since September 4 last night in Seoul.

2025-12-16 03:52:14 UTC

I prefer the current decor to the assault on the senses that is the former one. Cancel me IDC, those coffered ceilings also whip.
RE: https://bsky.app/profile/did:plc:cbwmhfifqwi7atjjw232cc2q/post/3ma3746gdok2d
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreicnjc5kjlmjxvbjabt4l5vgympss75ayjnd3uvak5dds3gozbjxra
#note17c8…nt6k

2025-12-16 03:49:44 UTC

Took the extremely unusual step of “watch a movie on a weeknight” and folks…the latest Knives Out is wonderful. I’m not sure it tops the first one, but it’s close. Really enjoyed it.

2025-12-16 03:38:59 UTC

Fantastic paper here. And of course I’m going to go for a local angle. The sheer dominance of Charlotte within Mecklenburg County has prevented local tax havens and I think that is one of our greatest strengths. Here compared to few other metros.
RE: https://bsky.app/profile/did:plc:uih7qkstfbsariibljpqc5yo/post/3m6fat2ecns23
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreicfwjnkq5fezoxzddyifhkawsqrr2smikuchlu277s4am43e7wldq
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiaojctqwk4bzfnmp6jk7vkupv5ibw5xilpj2w2iqqospvmbccbsmq
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https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreihgvjqxgfenfmd5mi3hot5jmtq6tuzsjvp5xijo4wi3dhhkt5qjcu

2025-12-16 00:28:58 UTC

I gotta be honest this is the funniest effort to hop on the AI bandwagon I have seen yet. Also gunna go hang my head in shame in the corner for a sec to make up for Amazon actually sending me this push.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiftikeea5nw2xhammb2s2itkam6yhzxduc7pzvifwdoxu2xklhwla

2025-12-16 00:21:15 UTC

Lmao for sure man
*TRUMP SUES BBC FOR $5 BILLION OVER 2024 DOCUMENTARY EDIT

2025-12-15 22:01:36 UTC

Just got an automated text inquiring if I'd like to sell my home 30%-40% below the Zestimate, which, bold strategy cotton.

2025-12-15 21:30:59 UTC

If it isn't [@conorsen.bsky.social@bsky.brid.gy](https://bsky.brid.gy/ap/did:plc:q5wqr7zofdqyqwoki4cby36x ) we riot
*ATLANTA FED ANNOUNCES START OF SEARCH FOR NEW PRESIDENT
*ATLANTA FED TO INVITE PUBLIC INPUT DURING PRESIDENTIAL SEARCH

2025-12-15 21:27:37 UTC

Fun story. For shares (ETFs or otherwise) to trade, you need market makers to provide a bid and offer price for you. The thing is, that takes capital...and there's a finite amount of it. There are so many ETFs now that market makers may have insufficient capital to provide liquidity in all of them.
[RBC Warns of ‘Finite’ Market-M...](https://www.bloomberg.com/news/articles/2025-12-15/rbc-warns-of-finite-market-maker-capital-for-etf-share-classes )

2025-12-15 21:25:02 UTC

24/7 stock trading here we come
[Exclusive: Nasdaq seeks to ext...](https://www.reuters.com/business/finance/nasdaq-seeks-extend-trading-hours-wall-street-gears-up-247-move-2025-12-15/ )

2025-12-15 21:07:14 UTC

This is a less negative headline for EV adoption than it looks like IMO.
"The company said it remains on track to produce a $30,000 EV pickup for sale by 2027, which the company says will be the first in a new string of low-cost EVs."
[Ford Takes $19.5 Billion Charg...](https://www.wsj.com/business/autos/ford-takes-19-5-billion-charge-to-write-down-ev-investments-333a9bc4 )

2025-12-15 21:03:02 UTC

chat is he cooked
RE: https://bsky.app/profile/did:plc:wufsdxzvzx36d7wppganbvpw/post/3ma2e3bhcv22k

2025-12-15 19:51:39 UTC

John McCain won 46% of the popular vote in 2007! Binary outcomes in the electoral college and extreme polarization make outcomes that are actually quite close feel like total blow-outs.
RE: https://bsky.app/profile/did:plc:jb2q4yqmgpmefxd4xx66gepm/post/3ma2cmkp32c24

2025-12-15 19:32:37 UTC

"Verlo ahora al frente de Nueva York consagra, de hecho, la línea Cupich como referencia del modelo de obispo que León XIV quiere para la Iglesia de Estados Unidos. El mensaje es claro: la brújula no apunta hacia los que gritan más fuerte, sino hacia quienes se arremangan en silencio. "
RE: https://bsky.app/profile/did:plc:3csht6dxlzzr4dirieb4ugu2/post/3ma2ctchekc2z

2025-12-15 18:49:06 UTC

Guy rules tbh.
[www.tiktok.com/t/ZTrbBdBrY/](https://www.tiktok.com/t/ZTrbBdBrY/ )
RE: https://bsky.app/profile/did:plc:pnx2fjuannbdpy3337ggthpp/post/3m5oafimevs2r
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreibncnqkockoenpqnznouwrbt7tid3jd6rjxy3wkwugil6l3qjhhyi

2025-12-15 17:01:08 UTC

Dutch pension manager PME doing a Woke 2: The Rewokening on Blackrock
*PME: BLACKROCK NO LONGER ALIGNED WITH SUSTAINABILITY GOALS
*BLACKROCK LOSES $5.9 BILLION MANDATE FROM DUTCH PENSION PME

2025-12-15 16:23:39 UTC

Empire much weaker than expected this morning but employment component still trending stronger off weak levels, inconsistent with further labor market weakening.
(I tend to heavily discount everything about Empire but it's the first biz survey released for December, so just making note)
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreigzfg5ixy6dtxshrytf2habm7yk4h7blerq4fe3v4h32p6zfoiqkm

2025-12-15 16:17:58 UTC

*US OFFICIALS: RUSSIA OPEN TO UKRAINE JOINING EUROPEAN UNION

2025-12-15 16:12:20 UTC

Can't actually find this on the BLS site, suggests we should be cautious on HH survey numbers (eg unemp rate) until '26
*BLS POSTS FAQ ON NOV. HOUSEHOLD EMPLOYMENT SURVEY
*BLS: NOV. HOUSEHOLD SURVEY HAS SLIGHTLY LARGER STANDARD ERROR
*BLS HOUSEHOLD POLL'S HIGHER STANDARD ERRORS MAY LAST A FEW MOS.

2025-12-15 15:54:31 UTC

"We're going back to pause"
Now: *FED'S WILLIAMS: INFLATION AND JOBS RISKS ROUGHLY IN BALANCE NOW
Earlier from text of speech: *FED'S WILLIAMS: RATE CUT MEANS POLICY WELL POSITIONED INTO '26

2025-12-15 15:21:19 UTC

*HASSETT FED CANDIDACY GOT SOME PUSHBACK CLOSE TO TRUMP: CNBC
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreialzbe4aqi3mfk45ouiyfjqcsd5c6ertoxofz6i2lqs46napnhf2m

2025-12-15 11:13:12 UTC

Banger
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreibtbjljpk6umtyrt5mniqy4zz5y7wuwil5iqtslyztpf3o7mustt4

2025-12-15 03:20:25 UTC

No 🥰
RE: https://bsky.app/profile/did:plc:77w4hqe7pch735pfewjrqqwx/post/3m7i5tfapoc2m

2025-12-15 02:04:06 UTC

Trespassing ain’t gunna fly here pardner. Even if it’s just the attic.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreih2qhyyzexckgein2aib5cm3r6dlve2aohex5t76qwbmdd7c24wya

2025-12-15 00:37:01 UTC

A very Charlotte holiday tradition.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreigr564v2uo6gn4y56lw2juufvi7jnze7wvpxb7qcakozwzbneethy
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiekknsffksygq32ptxqcgy356laejp23y2t3ofk66vixzwdsjnzia
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreieyau2xmxknegutdxlfkh4tqi7qe55znmtorotl45eb5qxwnekkya

2025-12-14 21:06:57 UTC

Excited for [@ugarles.bsky.social@bsky.brid.gy](https://bsky.brid.gy/ap/did:plc:zltqtmydso6kikzw7wafpj4p ) & [@lronmexico.bsky.social@bsky.brid.gy](https://bsky.brid.gy/ap/did:plc:elzidvp463chgaxvcffogbbm ) and other associated people of the Creole or Cajun persuasion to end the Kitties NFC South bid this afternoon.

2025-12-14 13:04:11 UTC

Absolutely wild, how did the shooter not have a side arm?
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreihrdrpf7hwli5h4synnhplbvsgzkc5jx2xewplf4qqzpakaqrzv4i

2025-12-14 12:57:38 UTC

Veganism in bio
RE: https://bsky.app/profile/did:plc:kdr4ekhtz3nzhnhuzdjpelti/post/3m7x2s6b3sc23
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreick74bekcsrxtenijatvacxargpsgwhl6hqz7pilj2gdcz743amtm

2025-12-14 03:20:18 UTC

Woke 2 rises
RE: https://bsky.app/profile/did:plc:njvirfwp6aicogxnkgpbcjps/post/3m7w4vt45w22t
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiavzpvwy2yfrduunyqjw7ct6jfughoteybynq7sova3ttgmunkxui