Mitchell Owens @MitchOFInc
married, 3 sons, MBA and doctoral work, 20+ years experience in financial planning; now retired and no longer a CFP® practitioner. Annapolis, MD Joined January 2011-
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World food prices steady in March, UN's FAO says reut.rs/44it1i2
scoop: Microsoft is the unnamed hyperscaler that had been in negotiations with Applied Digital $APLD for a massive data center in North Dakota. $MSFT has backed away from the talks. bloomberg.com/news/articles/…
I used the formula and it turns out that I have a substantial trade imbalance with Amazon.
Humanoid robots will be larger than the auto industry within 20 years. —@vkhosla and @peterdiamandis
BREAKING: President Trump has posted on social media regarding a phone call he's just had with the General Secretary of the Communist Party of Vietnam. Sky's @GarethBarlow has the details... Live updates ➡️ trib.al/Rej6mXI 📺 Sky 501 and YouTube
*POWELL: ECONOMY STILL IN GOOD PLACE DESPITE HIGH UNCERTAINTY *POWELL: RISKS OF HIGHER UNEMPLOYMENT, HIGHER INFLATION ELEVATED *POWELL: ECONOMIC IMPACT OF TARIFFS LIKELY LARGER THAN EXPECTED
People are hanging on the thinnest of reeds here for hope. Gasparino, hearing from non-White House sources that Bessent is trying to *quietly* to *moderate* the tariffs.
SCOOP: I have heard from Wall Street sources close to the Trump White House that @SecScottBessent is trying to moderate--albeit quietly--the president's hard line stance on trade. If he ramps it up it would be the first significant in-house battle in the new administration,
FEDERAL RESERVE CHAIR POWELL SAYS TRUMP TARIFFS BIGGER THAN EXPECTED, RISKING HIGHER INFLATION, SLOWER GROWTH
State capture is a broader concept than corruption, since it includes acts that are not against the law, but should be. That is one reason why it is so difficult to overcome econ.st/4lhzwrG
The downturn in Canada's services economy deepened in March as U.S. tariffs and the start of a general election campaign led to an increase in economic uncertainty that cut client spending, S&P Global's Canada services PMI data showed on Thursday. reuters.com/markets/canada…
One of these men did not attend the inauguration.
The NY Fed's measure of inflation persistence (the "multivariate core trend" rate) stood at 3% in February. January was revised up to 3.1% from a previously reported 2.9%. The recent low for this somewhat revision prone series was 2.5% in June.
Never before has an hour of Presidential rhetoric cost so many people so much. Markets continue to move after my previous tweet. The best estimate of the loss from tariff policy is now is closer to $30 trillion or $300,000 per family of four.
The Fed gave us a clear ‘signal’ that wasn’t ‘noise’ today. The 4.4% unemployment rate call for year-end would take it 100 basis points above the cycle low. Back to 1948, that has never happened without an NBER-defined recession. By the time the jobless rate rises this much, the recession has already been in play, to everyone’s surprise each and every time, for five months on both a mean and median basis. The dot plots are still at two cuts for this year, but the historical record suggests that we are going to see a lot more because if past is prescient, the recession nobody believes will rear its ugly head will materialize as early as July. Buy bonds on (price) dips.
India has undermined a popular myth about development (from @TheEconomist) economist.com/finance-and-ec…
China’s alarming sex imbalance (from @TheEconomist) economist.com/china/2025/02/…
Who works where, doing what, in China (from @TheEconomist) economist.com/china/2025/02/…
The last time the % of AAII bears was at this level, the S&P 500 had fallen by 24.1% from its high ... certainly not the case today
January durable goods orders +3.1% m/m vs. +2% est. & -1.8% prior (rev up from -2.2%); orders ex-transportation 0% vs. +0.3% est. & +0.1% prior (rev down from +0.3%)
Per @Redfin , 30.6% of U.S. homes were bought with all cash in December … down from 33.8% year earlier but up from last September’s low
Jessical Smith @JessicalSmgbsf
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The Ben Simpson @thebensimpsonau
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Sven Henrich | Person... @SvenHenrich_X
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Mohammed A. El-Rian �... @realmelrian
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Ofik🇺🇲 @larkwoahever
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Schwrz @JsnAlln
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211 Followers 2K Following Every time I took these bigger risks, the opportunity for a bigger payout was always there.
Chris Marcus @ArcadaEconomlc
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Treasury Secretary Sc... @SecScottBessent
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MacroEdge @MacroEdgeRes
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Chief Nerd @TheChiefNerd
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Michael Shellenberger @shellenberger
1.4M Followers 2K Following CBR Chair of Politics, Censorship & Free Speech @UAustinOrg : Dao Journalism Winner : Time, "Hero of Environment" : Author, “Apocalypse Never,” "San Fransicko"
Crémieux @cremieuxrecueil
343K Followers 2K Following I write about genetics, 'metrics, and demographics. Read my long-form writing at https://t.co/8hgA4nNS2A.
NOELREPORTS 🇪🇺 ... @NOELreports
532K Followers 409 Following Media platform covering global conflict zones. Focus on the Russian-Ukrainian war. If you'd like to support our voluntary work: https://t.co/PmM2wwDA1Y.
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466K Followers 354 Following Founder of Palinuro Capital | Founder of The Macro Compass: Institutional Macro Research
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79K Followers 1K Following CNBC Sport covers the convergence of sports, business and investing. Follow along for the latest financial sports news. 📈🏈
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514K Followers 6K Following 27 years @CNBC & @NBCNews / @WSJ alum / now posting at https://t.co/o3B9Q0CZPo
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Science girl @sciencegirl
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Sky News @SkyNews
9.1M Followers 113 Following The full story, first. Free, wherever you get your news @skynewsbreak for breaking news. Live on the Sky News app - download here: https://t.co/NE20fhpQTi
Michael Pettis @michaelxpettis
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Pierre Andurand 🇺�... @AndurandPierre
75K Followers 2K Following Hedge Fund manager specialized in commodities. GLORY_WS co-founder and chairman. Life long learner. 7 MSc. Oxford, Columbia, LSE, JHU, INSA and HEC alumnus
FocusEconomics @FocusEconomics
12K Followers 3K Following The latest macroeconomic forecasts & analysis for 198 countries & 40+ commodities. Get the #ConsensusForecast from our global network of leading economists.
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735K Followers 999 Following Proud rodeo mom, soccer mom, baseball mom, hockey mom, constitutional conservative.
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Lyn Alden @LynAldenContact
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7K Followers 218 Following Senior Editor, AI initiatives @TheEconomist. Berlin, but sometimes London and San Francisco. Tweets my own.
Grover Norquist @GroverNorquist
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Wall Street Journal O... @WSJopinion
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Jurrien Timmer @TimmerFidelity
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bopinion @bopinion
2K Followers 2 Following Looking for Bloomberg Opinion? We upgraded our handle ✨ Follow us over at @opinion for the same coverage you know and love.
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234K Followers 8K Following Hist/Econ/Theory C******* University. Born UK, raised FRG. Publisher @surplusmagazin @OnesandToozePod Chartbook substack newsletter
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144K Followers 1K Following We’re no longer active on this platform. Follow us on Instagram, LinkedIn and Facebook for the latest insights.
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367K Followers 712 Following Charles W. Eliot University Professor and President Emeritus at Harvard. Secretary of the Treasury for President Clinton and Director of NEC for President Obama
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179K Followers 12K Following Official English Account. PhD #ChiefEconomist Tressis #Author. #Professor @IEbusiness @frdelpino. YouTube: https://t.co/sjWtBdfIT7
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Scott Gottlieb, MD �... @ScottGottliebMD
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807K Followers 2K Following Breaking economics news and analysis from @business, the first word in global business and finance. Sign up for our daily newsletter: https://t.co/0m3cdbZZdYYou might like
