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Cheesles

@cheesles.bsky.social
200 followers 434 following 241 posts

Stonks for the Lonk Ronk

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Reposted by Cheesles
Tits McGee @scientits.bsky.social · 07/10/2026
Amazing thread of an absolute car crash Microsoft live event 🧵
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Tom Hearden @followtheh.bsky.social · 07/10/2026
If you take a zoom call I will kick your seat back like a 4 year old on a sugar rush
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Cheesles @cheesles.bsky.social · 05/10/2026
"The bottom line is that the AI boom is clearly visible in investment data and in equity valuations, but it is not yet visible in the productivity statistics, which means the productivity payoff from AI remains a forecast rather than an observation." #econsky #finsky www.apollo.com/wealth/insig...
apollo.com
No Signs of AI in the Productivity Data | The Daily Spark
Total factor productivity (TFP) measures how much output the economy produces from a given quantity of labor and capital. Subscribe for daily updates.
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Aaron Rupar @atrupar.com · 29/09/2026
Jack Smith: "History teaches that the rule of law is rarely destroyed all at once. It's often weakened by attacks on the institutions and the public servants sworn to uphold it. Since January 2025, we have witnessed precisely such an effort."
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Cheesles @cheesles.bsky.social · 29/09/2026
More on that: www.barrons.com/articles/ban...
barrons.com
Apollo’s Slok Warns of ‘Agentic Bank Run’ as Lenders Confront AI Threat
The economist said AI agents could move cash out of banks to get higher returns.
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Cheesles @cheesles.bsky.social · 28/09/2026
Both Torsten Slock and Jeremy Siegel mentioned in new notes that Meta's new AI agent might result in automated cash sorting that might spell some trouble for banks. #econsky #finsky links: www.apollo.com/wealth/insig... resources.wisdomtree.com/weekly-siege...
resources.wisdomtree.com
Weekly Siegel Commentary - Weekly Siegel Commentary
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Mister.Nobody @ytregaws.bsky.social · 27/09/2026
““What’s happening in Richardson is about to happen all over the country, and people are finally going to believe us that having all these drones flying around is actually a big, big problem.” www.nytimes.com/2026/09/21/u...
nytimes.com
It’s Raining Boxes: Amazon Drones Overwhelm a Texas Suburb (Gift Article)
In Richardson, a fleet of drones has started to deliver goods quickly. But the noise is drowning out life for some residents: ‘We can’t live like this.’
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Mr Market Miscalculates 🇪🇺🇺🇦🏴‍☠️ @mrmarketmis.bsky.social · 18/09/2026
Norwegian civic sense & humour @robinwigglesworth.ft.com
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Diane Swonk @dianeswonk.bsky.social · 17/09/2026
My take on the Fed and the hike today. Brace for a rate hiking cycle. Not as convinced we will achieve an elusive soft landing. www.linkedin.com/posts/dianes...
linkedin.com
Warsh asserts Fed’s independence | Diane Swonk | 18 comments
The Fed launched a new rate-hiking cycle with a unanimous quarter-point increase to 3.75%–4%. Inflation is too high and too persistent to ignore, while resilient demand and a solid labor market give p...
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Cheesles @cheesles.bsky.social · 16/09/2026
Scruffy was not impressed. #econsky #finsky www.youtube.com/watch?v=J-pl...
youtube.com
Jeffrey Gundlach: Worry the inflation problem isn't being fully respected
YouTube video by CNBC Television
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Cheesles @cheesles.bsky.social · 13/09/2026
static.klipy.com
Fight Club
Alt: animated gif of Ed Norton in "Fight Club" punching himself in the face over and over again
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David Kuszmar @davidkuszmar.com · 10/09/2026
Okay, chat. You want to ask an AI expert questions? Ask um. I will answer any and all questions I am able to answer, including speculative, about the current discourse.
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FCC Commissioner Anna Gomez @agomezfcc.bsky.social · 10/09/2026
This is now the second time in a matter of months that a late-night host has disclosed they had to bury an interview because of FCC intimidation. No host, local affiliate, or network should have to weigh federal retaliation before booking a guest for a newsworthy interview 🧵
Text of Gomez statement on Kimmel interview and FCC intimidation campaign
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Patrick De Haan @gasbuddyguy.bsky.social · 09/09/2026
BREAKING: the national average price of *gasoline* has risen 9.6c/gal so far today, the biggest one-day jump since April 30. The largest single day rise in 2026 was 12.1c/gal on March 3.
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Cheesles @cheesles.bsky.social · 02/09/2026
Barron's dude hearts some investment grade baby bonds - www.barrons.com/articles/bab...
barrons.com
How to Get 7% Yields with ‘Baby Bonds’—Without Taking Junk-Bond Risk
The yields can be great and, for many, so is the credit quality.
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Catherine Rampell @crampell.bsky.social · 02/09/2026
I like that this design appears to show the birth date of liberty as 1776, and its death as 2026
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Mister.Nobody @ytregaws.bsky.social · 31/08/2026
Happy fucking birthday. #finsky www.morningstar.com/funds/index-...
morningstar.com
The Index Fund Turns 50: How Jack Bogle Changed Investing Forever
As Vanguard’s first S&P 500 index fund turns 50, explore John Bogle’s indexing revolution, its impact on investors, and what might have happened without it.
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Steve Craven @kekepana.bsky.social · 30/08/2026
It was so much easier to be an American trade negotiator back in the day when a negotiator’s words could be trusted. Future presidents might not act on the whim of the hour, but the world now knows the U.S. can reverse its stance when the other party regains control. Bipartisan trade policy is dead.
thedailyeconomy.org
‘A Deal Written in Pencil’: Tariffs Are Erasing America’s Credibility | The Daily Economy
Canada strengthened its border, removed retaliatory tariffs, and got slapped with tariffs anyway. Global governments are learning that US commitments cannot ...
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Carl Quintanilla @carlquintanilla.bsky.social · 29/08/2026
“.. It’s unclear who will make this enormous commitment as US drillers voiced reservations over new investment in the region. Importantly, that kind of investment needs to survive multiple administrations.” 👀 www.ft.com/content/2f88...
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Cheesles @cheesles.bsky.social · 28/08/2026
Yeah, feels icky and too personal.
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Catherine Rampell @crampell.bsky.social · 24/08/2026
reminder that this is what auto supply chains in North America currently look like. Random parts can cross the US/Canadian border half a dozen times www.wsj.com/business/aut...
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Cheesles @cheesles.bsky.social · 24/08/2026
LOL yeah kinda pricey #finsky www.marketwatch.com/story/heres-...
marketwatch.com
Here’s how overvalued the stock market really is
Valuations today are so stretched that it may not take much more straw to break the camel’s back.
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Techmeme @techmeme.com · 23/08/2026
The popularity of risky leveraged chip ETFs in South Korea prompted regulators to cap individual exposure and mandate a weeklong investor education course (Financial Times) Main Link | Techmeme Permalink
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VeritasSword @truthsword.bsky.social · 22/08/2026
“The clearest sign that a democracy has died is that a leader and his party make it impossible for their opponents to win an election and hold power. Once that stage is reached, however, the change is extremely difficult to reverse.” www.nytimes.com/interactive/...
nytimes.com
Opinion | Trump’s Election Interference Is Eroding American Democracy (Gift Article)
The president is prioritizing his own interests over the national interest.
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Oliver Willis @owillis.bsky.social · 21/08/2026
nobody could have predicted this would happen
ny post: US News
Young Americans don’t trust tech titan ‘super villains’ — and it could be fueling socialism: poll
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Mister.Nobody @ytregaws.bsky.social · 21/08/2026
Carry on trashing the shit out of everything for the time being. www.nytimes.com/live/2026/08...
nytimes.com
Trump Live Updates: Canada Tariff Deadline, White House Ballroom Construction News and More (Gift Article)
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Cheesles @cheesles.bsky.social · 21/08/2026
Well, huh.
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Cheesles @cheesles.bsky.social · 20/08/2026
Irony intentional?
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Cheesles @cheesles.bsky.social · 20/08/2026
Oh, huh. www.reuters.com/world/most-a...
reuters.com
Most Americans believe Trump has inappropriately profited since returning to power, Reuters/Ipsos poll finds
A majority of Americans believe President Trump and his family have inappropriately profited from ​cryptocurrency since his return to office and that his policy decisions are influenced by his busines...
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Cheesles @cheesles.bsky.social · 17/08/2026
Finally got one through. I think we're good now.
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Cheesles @cheesles.bsky.social · 14/08/2026
Guess I'll start throwing spare cash at $VDC . www.allstarcharts.com/2026-08-12/c...
allstarcharts.com
The Chart That Crushes The Bear Case
If you think the stock market is about to collapse, I have one question for you:Where is the evidence?Because when I look around the market, I'm seeing the opposite.Risk appetite remains strong, and i...
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Cheesles @cheesles.bsky.social · 12/08/2026
Boockvar: "I’m a bit confused though with the energy calculation. The BLS said gasoline prices fell 2.9% m/o/m. According to AAA, gasoline rose by 6.6% in July while diesel was up by 11%." #econsky #finsky peterboockvar.substack.com/p/the-consum...
peterboockvar.substack.com
The consumer inflation rundown
The July CPI rose .1% headline and .2% core, exactly as predicted with y/o/y gains of 3.4% and 2.5% vs 3.5% and 2.6% in the month before.
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Diane Swonk @dianeswonk.bsky.social · 11/08/2026
Here is a direct link the turbulence Chairman Kevin Warsh faces as he goes into the Kansas City Fed’s Jackson Hole Symposium speech later this month. kpmg.com/us/en/articl...
kpmg.com
Prince or prisoner?
Warsh gets the crown, markets get the gavel.
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Olga Nesterova @onestpress.onestnetwork.com · 11/08/2026
The visual of it all. Someone snoozes. Another shakes. A TWA-flight-attendant- looking girl is holding her tummy. Leavitt double admires RFK Jr. 😵‍💫
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Cheesles @cheesles.bsky.social · 09/08/2026
My mom thought my dad was a damn fool for spending $18.75/month on savings bonds when they were first married. Savings bonds ended up buying them a couple of houses, a couple of cars, a couple of years of assisted living, and more with some left over. They never worried about the stock market.
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Cheesles @cheesles.bsky.social · 09/08/2026
If you don't mind lending the USA money, and you have money you won't need for 5 years, this deal might be good. There are many ways to buy these, including automatic monthly deductions. Savings bonds were the only thing my father would invest in. He did alright. tipswatch.com/2026/08/09/t...
tipswatch.com
The I Bond’s fixed rate is going higher. But how much?
A new fixed rate of 1.30% looks like a real possibility. By David Enna, Tipswatch.com We’ve seen a fascinating explosion in real yields in 2026 as the war with Iran, inflationary pressures an…
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Cheesles @cheesles.bsky.social · 08/08/2026
Iran Issues List of Demands, Dampening Hopes of Reopening Strait of Hormuz www.nytimes.com/2026/08/08/w...
nytimes.com
Iran Issues List of Demands, Dampening Hopes of Reopening Strait of Hormuz (Gift Article)
The head of Iran’s Supreme National Security Council said that the waterway will remain closed until the United States met certain conditions.
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Carl Quintanilla @carlquintanilla.bsky.social · 06/08/2026
LOL well they DID say we’d get a deal “today or tomorrow.”
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Governor JB Pritzker @govpritzker.illinois.gov · 04/08/2026
You could grow a spine and do your damn jobs.
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Cheesles @cheesles.bsky.social · 04/08/2026
Stock prices are so stupid today, I'm really itching to trim some gains, but my portfolio is already in such a defensive crouch I have nowhere to go.
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jessamyn @librarian.bsky.social · 31/07/2026
I work at a public library. People who want to use AI seem to have no trouble doing so. People who don't want to use AI have a harder time. I crowdsourced and then finalized this document "How to disable or avoid intrusive AI" and then gave it a short URL: notoai.org Please pass along if it's useful
An aircraft passenger oxygen mask: a drop down passenger mask with air bag and yellow plastic mouth and nose cover, oxygen tube has been cut; Demonstration model used by flight attendant crew for passenger instruction. Has text on the side indicating that it's non-functional.
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Cheesles @cheesles.bsky.social · 01/08/2026
Yeah, I bet. www.barrons.com/advisor/arti...
barrons.com
AI Outranks Cybersecurity as the Leading Compliance Concern for Investment Advisors
A recent poll of compliance professionals at registered investment advisor firms found that artificial intelligence is far and away the most pressing issue.
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Mister.Nobody @ytregaws.bsky.social · 31/07/2026
"Because the little people can say no. And the big boys can scream and shout and cajole and spend their money and that can work. But not always. Maybe not even mostly. What they can’t do is just say, who gives a fuck; we’re doing what we want." talkingpointsmemo.com/edblog/why-t...
talkingpointsmemo.com
Why the Backlash Against Data Centers Is So Potent
We held an event Wednesday evening at a bar in Brooklyn, co-hosted...
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Elizabeth Cronise McLaughlin @ecmclaughlin.bsky.social · 29/07/2026
For those who are wondering why Dr. Fauci would take the Fifth: The regime has tried to prosecute Comey and others on trumped up perjury charges for testimony before Congress. Fauci is simply determined not to take the bait.
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Kevin M. Kruse @kevinmkruse.bsky.social · 29/07/2026
If you are an investor who has given this man any of your money or a reporter who has treated this man as someone worth listening to, your relatives need to secure power of attorney over your affairs immediately.
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Carl Quintanilla @carlquintanilla.bsky.social · 28/07/2026
“.. We are not ready to suggest that the SpaceX IPO was the top of the market for big tech, but it seems like a strong signal now,” Gilbert said. @bloomberg.com $SPCX www.bloomberg.com/news/article...
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Bodega Cats @bodegacats.bsky.social · 26/07/2026
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