iiinova — where your digital self keeps evolving

Brian Sullivan @briansully.bsky.social · 03/02/2025

Oil & gasoline higher but not by much. Oil was higher 2 weeks ago and gasoline futures (RBOB) back to August levels. Keys will be: 1. length of tariffs 2. Canada's response 3. Location Midwest drivers could see price hike soon as most Canadian imports go to refineries there

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Brian Sullivan @briansully.bsky.social · 20/01/2025

From the @nytimes.com: the responses people gave when asked what they remember most about the Biden presidency

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Brian Sullivan @briansully.bsky.social · 14/01/2025

Breaking from the Treasury: Budget deficit rose in December and is now 40% higher than it was a year ago

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Brian Sullivan @briansully.bsky.social · 08/01/2025

Bond yields spiking again on inflation fears. The last 2 times yields spiked, stocks sold off (though did come back, clearly!) Not happening this time ... maybe because Europe in far worse shape than we are?

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Brian Sullivan @briansully.bsky.social · 06/01/2025

If your light and heat are working from North Carolina to Virginia to Ohio ... thank coal. Coal + nat gas + nuclear are 88% of your power generation mix this morning. It's not pretty and certainly not what we'd think would be the case in 2025, but that's our reality.

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Brian Sullivan @briansully.bsky.social · 03/01/2025

Will be busy cutting firewood this weekend. Maybe CNBC needs a Miami bureau?

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Brian Sullivan @briansully.bsky.social · 27/12/2024

Should we do a poll to see if we need a poll option for this fine platform?

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Brian Sullivan @briansully.bsky.social · 24/12/2024

Excited to join my colleagues at Power Lunch with my good friend Kelly Evans beginning Jan 2nd. @cnbc.com Thanks for the kind words @dancolarusso.bsky.social .. true team effort to build what we have over the years. Lots down over nearly 30 years .. more to come!

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Brian Sullivan @briansully.bsky.social · 21/12/2024

Good frosty Connecticut morning.

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Brian Sullivan @briansully.bsky.social · 19/12/2024

The biggest sell program in history hit stocks yesterday (per Jones Trading)

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Brian Sullivan @briansully.bsky.social · 18/12/2024

Fed uses the trebuchet 1/2% cut in September but 2 months later decides it needs the slingshot instead. Amazing

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Brian Sullivan @briansully.bsky.social · 13/12/2024

Where the Fed first cut rates by a startling 1/2% Bond yields have soared since as inflation stays pretty hot. #outoftouch?

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Brian Sullivan @briansully.bsky.social · 13/12/2024

Okay seriously what's the deal with these drones everyone apparently keeps seeing over NJ? From a widely read DC political newsletter this morning...

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Brian Sullivan @briansully.bsky.social · 09/12/2024

Citigroup says tax filings indicate the monthly 'household' jobs survey is overstated. Suggests Fed may have to act (lower rates) to counter a weaker than expected actual jobs situation Lines up with what we heard on our election road trip: job market is worse than what some data points may suggest

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Brian Sullivan @briansully.bsky.social · 03/12/2024

More of your tax dollars are now going to paying interest on the national debt than Medicare or defense. Much of those interest payments are going to the already rich and/or other countries so at least there's that ... 😕 #sarcasm Random but interesting

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Brian Sullivan @briansully.bsky.social · 30/11/2024

Unless there’s a baby involved, never, ever trust anyone who doesn’t return the shopping cart. Danzig was correct.

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Brian Sullivan @briansully.bsky.social · 30/11/2024

Apollo nails it as usual. Yes, the rate of inflation may be coming down but the cost of living is soaring. Electricity and car insurance are popping and not coming down anytime soon This is what many in mainstream missed about the story ahead of the election: *rate not same as the actual amount.

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Brian Sullivan @briansully.bsky.social · 27/11/2024

Trying to convince ⁦‪@CNBC‬⁩ the beard a good look. Working on it. Lots to discuss with new Trump cabinet. Expect to be in DC a fair amount next few months. Happy almost Thanksgiving all. “See” you soon (eye joke).

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Brian Sullivan @briansully.bsky.social · 26/11/2024

Germany's industrial collapse lurches on. You may not think it matters, but when the world's (formerly) 4th largest economy continues to decline in one key part of its existence, it does matter. Could be one reason the U.S. markets doing so well .. where else you going to go? Not Germany ...

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Brian Sullivan @briansully.bsky.social · 25/11/2024

The quiet millionaire maker: coffee Over the past 2 years, coffee prices have nearly doubled, well outperforming the S&P 500. A few coffee traders have no doubt gotten really rich!

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Brian Sullivan @briansully.bsky.social · 25/11/2024

Oppy notes that 8 of 11 market sectors are showing earnings growth with one - energy - down double digits.

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Brian Sullivan @briansully.bsky.social · 23/11/2024

Trenton (NJ) farmers market back booming after a few tough years. Be sure to patronize local biz.

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Brian Sullivan @briansully.bsky.social · 21/11/2024

And I used to live in Baltimore and like to collect moths.

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Brian Sullivan @briansully.bsky.social · 21/11/2024

Is the 'age of Nvidia' finally over? $NVDA barely moving on earnings and markets the same. Miller Tabak says Nvidia now only sorta matters to the market (and energy stocks about to break out)

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Brian Sullivan @briansully.bsky.social · 20/11/2024

Really think the IRA money is going to be pulled back? Citi made this helpful graphic ..

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Brian Sullivan @briansully.bsky.social · 17/11/2024

The old phantom chop block call Doesn’t take 2 great eyes to see that was …. Wisco fans tonight

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