#Slowdown

Sen. Debbie Stabenow

SenStabenow

The Trump Administration’s decision to temporarily pause its sabotage of @USPS would not have happened if it wasn’t for so many Michiganders who made their voices heard.https://www.nytimes.com/2020/08/18/us/politics/postal-service-suspe

Matt 😷 Lanza

mattlanza

Some rapid fire thoughts this morning. These thoughts are my own and for the Houston area. 1.) Marco being stronger likely means it’s destined to go east of us. We

Tom White

TBIZZLEBEAR

Fantastic article, and campaign, from a paper I rarely agree with. Cautiously optimistic:- Optimistic because this is a comprehensive, persuasive piece, in the UK's second most read newspaper (which has

TAA

TAA_Madison

The TAA executive board statement on the #studentban is out: we refuse any compromise between supporting international students and the need for online-only instruction to protect us all from COVID-19.

Mario Cibelli

mario_cibelli

An incomplete list of things that one may encounter along the way if one plans on owning a great consumer company over the long-term - 5 to 10+ years(1/x) Spiking

adam wolfe

adamkwolfe

There’s something strange going on in China’s fiscal accounts. Net bond issuance has run well ahead of the deficit. It seems that policymakers changed their minds in July about the

Dime

TradingDime

An alarming number of S&P500 companies may be in financial distress & at risk of default in the next 2 years. While no model is perfectly accurate, the Ohlson O-score

Jena Griswold

JenaGriswold

I just found out the @USPS is sending this postcard to every household and PO Box in the nation. For states like Colorado where we send ballots to all voters,

Teddy Vallee

TeddyVallee

Current positioning backdrop from our October note: US Tech = $11T or 31.2% of aggregate $SPX+ $RTY mkt capAdding in bond proxies/lower real rate beneficiaries ( $XLV, $XLU, $XLP) total

Amy Siskind 🏳️‍🌈

Amy_Siskind

David Williams, former USPS Inspector General and former Vice Chair of the USPS Board of Governors testified that Mnuchin and the White House were behind the slowdown in mail. This

Noah Smith 🐇

Noahpinion

1/Let's take a break from pandemics and civil wars, and talk about...life expectancy!https://noahpinion.substack.com/p/answering-the-techno-pessimists-part 2/Over the past month, I've been writing some "techno-optimist" po

Catherine Rampell

crampell

Two cheers for the July jobs report. A 7-digit monthly payroll growth number sounds great...until you realize we had an 8-digit loss in April we're still trying to recover from,

Brad Setser

Brad_Setser

Striking (at least to me) how little impact COVID-19 has had on China's trade ...(same could be said for the impact of Trump's trade war on China's overall trade)1/n There

Cold Air

ScottLuft

quite the back-to-back in my thread.my unsavory opinion: public health leaders have been bad - often leaking pessimistic projections to the press to force the gov't to enact the probably

Christina Pagel

chrischirp

THREAD ON UK VACCINATION PROGRAMME: TLDR: At 3 mill doses/week expect a big slowdown in *first* doses in April/May. But then summer ramp up to vaccinate all adults by early

Mukund Mohan

mukund

A thread in the "China stock" risks. I wanted to document for myself (after a discussion with a friend) what the risks are investing in stocks listed in the US

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