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Retail buying and selling orders, as a proportion of quantity, have surpassed the 2021 meme-mania peak.
(through @business @luwangnyc)https://t.co/iVJh5T7sby pic.twitter.com/VQFRukInMn
— Carl Quintanilla (@carlquintanilla) February 2, 2023
Worth vs. Development has stopped caring about rates of interest.
Final yr: “If charges are going increased, I need to personal Worth, not Development. As soon as charges begin falling once more, Development will begin working once more.”
However charges ARE now falling…and Development remains to be not working.
It is a Worth cycle. pic.twitter.com/9qsSgfDJQh
— Jeff Weniger (@JeffWeniger) February 3, 2023
“The market – rightly in our view – pale the hawkish jawboning, targeted on the Fed’s recognition that disinflation is underway and perceived that there’s a path to a pause after yet one more 25bp in March”
Evercore
— Jonathan Ferro (@FerroTV) February 2, 2023
founders: You don’t want lots of people to make some huge cash pic.twitter.com/y4omt1GNgc
— @jason (@Jason) February 1, 2023
Fed Chair Powell is optimistic a few delicate touchdown:
“I proceed to assume there is a path to getting inflation again all the way down to 2% and not using a actually important financial decline or a major improve in unemployment.”
“This isn’t like the opposite enterprise cycles in so some ways” pic.twitter.com/F7acCKJOVz
— Heather Lengthy (@byHeatherLong) February 1, 2023
I’m a provide chain skilled and I’ve by no means seen the labor market so determined for staff. So many ppl out and in of tolls rapidly as nicely.
I don’t see this ending quickly both.
— caseyjones.eth 🍌 (@DDreery) February 3, 2023
Unbelievable collapse in M2 cash provide development.
Individuals had been very involved this might trigger hyperinflation again in 2020…. pic.twitter.com/BZyZm0XVQC
— Cullen Roche (@cullenroche) January 24, 2023
Inexperienced Shoots?
IMF upgrades world development outlook for 2023.
Largest upward revision amongst main economies seen in Germany and China.https://t.co/oaXX9T4ABI pic.twitter.com/D14AU85JK2— Jeffrey Kleintop (@JeffreyKleintop) January 31, 2023
* US auto gross sales: 20-month excessive
* incentives DOWN
* stock UP#ThingsYouDontSeeInRecession(through MS/Jonas) $TSLA $GM $F pic.twitter.com/aDXRXe9TQJ
— Carl Quintanilla (@carlquintanilla) February 2, 2023
Plenty of discuss how new car costs have surged over the previous couple years — right here’s new car costs as measured by the CPI divided by common hourly earnings. Undecided we get fortunate like we did from 1995-2020 once more: pic.twitter.com/ftg6ppje3K
— Conor Sen (@conorsen) February 4, 2023
MORGAN STANLEY: “.. demand for companies, particularly journey, held up nicely final yr however we expect customers and firms will tighten their belts as we progress via 2023.” [Wilson] $JETS $XAL pic.twitter.com/l8rDhAteKB
— Carl Quintanilla (@carlquintanilla) January 23, 2023
“…the common value of a dozen eggs is down greater than 40% from its December peak of about $5.30. A dozen eggs now value simply over $3.” @MatthewPhillips @axios https://t.co/Pj2iHsb3qZ pic.twitter.com/uL5dRSnt9G
— Sam Ro 📈 (@SamRo) February 1, 2023
Final 24 hours:
* NetApp: 8% of workforce
* HubSpot: 7%
* PayPal: 7%
* Workday: 3%
* Unimaginable Meals: 20% https://t.co/CesUamwZtE— Carl Quintanilla (@carlquintanilla) February 1, 2023
For each headline you learn concerning the surge in layoffs, it is price turning to nationally consultant information to get some context. This is the most recent numbers. pic.twitter.com/xKI9GuonlD
— Justin Wolfers (@JustinWolfers) February 1, 2023
By way of @ARKInvest 2030 #Bitcoin value predictions:
Base: $682k
Bull: $1.48M pic.twitter.com/5W4u1kqyXD— Andrew (@AP_Abacus) February 4, 2023
We’re in a bifurcated housing market correction.
San Francisco is down 10.5% from its peak.
Chicago is down simply 0.1%. https://t.co/5qVLGQtoGs pic.twitter.com/eM6EY1UYth
— Lance Lambert (@NewsLambert) February 1, 2023
New houses priced beneath $200K at the moment are 0% of the market.
They had been 40% of the market one decade in the past.$500K+ houses have grown from 17% of the market to 38% of the market throughout Covid.
Anticipate each of those tendencies to reverse this yr. pic.twitter.com/Q8Ftcojg2G
— John Burns (@johnburnsjbrec) January 31, 2023
1) Stripe doing a clear down spherical is wholesome for ecosystem.
Many corporations that raised at absurd multiples (avg SaaS deal in 21 was achieved at 114x ARR per IVP) might want to increase once more quickly.
Majority will probably be down rounds or closely structured. Each choices must be thought-about.
— Gavin Baker (@GavinSBaker) January 31, 2023
AAPL product income pic.twitter.com/yo73gTQV1I
— zerohedge (@zerohedge) February 2, 2023
woooow podcast creation is v down. as a listener, that hurts my hopes for higher discovery instruments much more. as a podcaster, i see this as a possibility to face out
chart through @TheSplit_ pic.twitter.com/rDZINV650f
— natasha mascarenhas (@nmasc_) February 2, 2023
Median weekly earnings for Individuals working full-time is $1,084, or $4,336 each 4 weeks. A median-earning couple would thus have round $9,000 of earnings each month, making median lease simply 22% of their earningshttps://t.co/UG207jgDNz https://t.co/jLioK2EvAV
— Jeremy Horpedahl 🤷♂️ (@jmhorp) January 30, 2023
We did it everybody! Bank card debt is true again on development. pic.twitter.com/HGFpDFe2vi
— Arpit Gupta (@arpitrage) February 3, 2023
@michaelbatnick @awealthofcs only a PSA: just a few months again you guys had been attempting to decipher the definition of “fuel lighting”. the previous girl who hit michael within the parking zone is a textbook instance of gaslighting lol
— Tucker Donahue (@TuckeRyan) February 1, 2023
ChatGPT reaches 100 million lively customers in 2 months, the quickest rising shopper app in historical past.
— Watcher.Guru (@WatcherGuru) February 3, 2023
Enjoyable take: Approximate variety of mentions of “AI” in earnings calls within the newest earnings name: $GOOG: 62 Instances$META: 33 Instances$MSFT: 31 Instances$AAPL: 2 Instances$AMZN: 0 Instances
— The Transcript (@TheTranscript_) February 3, 2023
BOX OFFICE: The Massive Tales..
– #Avatar Dethroned! #KnockAtTheCabin tops weekend w/ $14.2M, turning into first 2023 movie to open #1 at BO
– That is M. Evening’s seventh movie to open #1
– #80ForBrady nabs #2 w/ $12.5M. Extra on this one shortly..
– Home BO almost +50% from 2022 up to now. pic.twitter.com/1wcPC1g912— Erik Davis (@ErikDavis) February 5, 2023
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