Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 29/09/2026RBADVISERS: “.. For those who don’t think the world is changing, LT Treasury returns are now negative for the 1st time in 40+ years.” 924185
Reposted by @feopoldlitz.bsky.socialJesse Felder @jessefelder.com · 25/09/2026‘Every month rates stay elevated, more CCC borrowers from the 2021–22 vintages hit the refinancing wall with less cash to service their debt, and with CCC yields around 15% the bill from the cheap-money era is landing on the weakest balance sheets first.’ www.apollo.com/wealth/insig... 310320
Reposted by @feopoldlitz.bsky.socialSean Brodrick @seanbrodrick.bsky.social · 24/09/2026U.S. has worse wealth distribution than pre-revolutionary France did. #EconSky 33314163
Reposted by @feopoldlitz.bsky.socialAugur Infinity @augurinfinity.bsky.social · 22/09/2026🇺🇸 The current market pricing implies one of the shallowest tightening cycles in history. thedailyshot.com/202... 023
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 17/09/2026DEUTSCHE: “.. Just looking at the correlation, the starting level of CPI implies over 200bps of hikes in this 2026 cycle.” 515423
Reposted by @feopoldlitz.bsky.socialJesse Felder @jessefelder.com · 16/09/2026‘The very idea of helicoptering money to households in an economy with stubborn, above-target inflation, accelerating growth, a business investment boom, and a burgeoning government debt problem will rankle a central bank chair with clear monetarist leanings.’ www.reuters.com/commentary/r... 49717
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 16/09/2026Atlanta Fed has a Home Ownership Affordability Monitor: (via Schwab) 1426080
Reposted by @feopoldlitz.bsky.socialJesse Felder @jessefelder.com · 10/09/2026‘Real business investment is at a record high relative to overall real GDP but it is no longer creating jobs!’ paulsenperspectives.substack.com/p/economic-w... by @jimwpaulsen.bsky.social 0103
Reposted by @feopoldlitz.bsky.socialTony Tassell @tonytassell.bsky.social · 10/09/2026America is losing its captive creditors - oped here from Benn Sheil of the CFR. With a greater share of price-sensitive investors holding Treasuries, the US is paying a higher debt cost www.ft.com/content/a441... 311935
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 10/09/2026“.. The Atlanta Fed calculates that as of May, a household would need income of $124,674 a year to afford a median-priced home … that is 45% more than the median household makes.” - Schwab 8822841027
feopoldlitz.bsky.social @feopoldlitz.bsky.social · 04/09/2026sometimes the point of life is waiting for the next therapy session 010
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 04/09/2026“.. Fed expectations in February versus Fed expectations today.” A classic, via Apollo. 21428121
feopoldlitz.bsky.social @feopoldlitz.bsky.social · 04/09/2026i really hate how there are no social media platforms that don't have a predatory algorithm anymore. i swear other than maybe this platform, i can feel all the major platforms trying to constantly commercialize my attention. 000
feopoldlitz.bsky.social @feopoldlitz.bsky.social · 04/09/2026hello bsky, does that thing people do with a thousand posts two likes each on public social media accounts talking about daily thoughts and joys help with depression or loneliness? (asking for a friend) 010
Reposted by @feopoldlitz.bsky.socialJesse Felder @jessefelder.com · 01/09/2026Glassdoor: ‘Workers reviews are becoming increasingly negative about AI - falling to only 43% positive, 4% mixed, and 53% negative in 2026.‘ www.glassdoor.com/blog/how-wor... 0201
Reposted by @feopoldlitz.bsky.socialMichael Warburton @michaelwarburton.bsky.social · 31/08/2026Carrie Fisher asleep on the set of ‘The Empire Strikes Back’ in 1979. 553088253
Reposted by @feopoldlitz.bsky.socialJulia Coronado @jc-econ.bsky.social · 28/08/2026Lots of fun debates about why consumers are so downbeat despite a resilient economy but ~75% of the population has seen a rapid erosion of rights & protections our parents and grandparents fought so hard to win for us & the ~25% holding power are either taking our rights or decrying being "woke" 23410
Reposted by @feopoldlitz.bsky.socialEric Basmajian @epbresearch.bsky.social · 26/08/2026Corporate profits reached 12.1% of GDP in Q2. The highest level ever. 22411
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 27/08/2026ING: Real disposable income has effectively flatlined for well over a year in level terms and is well below the pre-pandemic trend. 🇺🇸 (via SoberLook) 19669236
Reposted by @feopoldlitz.bsky.socialBarchart @barchart.com · 20/08/2026Moderna's $MRNA 177% gain today was the largest by any S&P 500 stock this century 📈 🤑 🥳 37218
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 17/08/2026Hormuz traffic vs. the 10-year yield is a great chart. 🔥 @bloomberg.com 18852258
Reposted by @feopoldlitz.bsky.socialJesse Felder @jessefelder.com · 10/08/2026‘We’re in the early innings of one of the nastiest contractions in liquidity in recent times – the sort that topples financial pyramids and the assets and economies tethered to them.’ x.com/TotemMacro/s... 12910
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 07/08/2026SCHWAB: “.. The labor force participation rate has given up all gains since February 2021.” #LFPR 691655565
Reposted by @feopoldlitz.bsky.socialJulia Coronado @jc-econ.bsky.social · 06/08/2026It is pretty clear that the inflation we are experiencing is not emanating from the labor market--the labor share of GDP plunging to all time lows each quarter it seems 57025
Reposted by @feopoldlitz.bsky.socialhammancheez @hammancheez.bsky.social · 05/08/2026the main lesson from Abdul El-Sayed's win is don't skip arm day and wear t-shirts that hug your pecs, it's worth about 0.5% on the margins 38310
Reposted by @feopoldlitz.bsky.socialLuke Kawa @ljkawa.bsky.social · 05/08/2026S&P 500 +1.5% with VIX Index +0.5pts for the first time since July 15, 2009 1256
Reposted by @feopoldlitz.bsky.socialAugur Infinity @augurinfinity.bsky.social · 03/08/2026🇩🇪 Germany economic indicators remain well below pre-COVID trends. 031
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 29/07/2026When they say it’s an uncertain Fed day, they’re not kidding. @bloomberg.com #FOMC 213627
Reposted by @feopoldlitz.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 28/07/2026SCHWAB: “.. Conference Board's labor differential moved down to 3.1 in June ... in the history of this index, it has never gone negative without the economy going into (or already being in) a recession.” 1021492
Reposted by @feopoldlitz.bsky.socialBeaky @beakymoon.bsky.social · 27/07/2026WIP Critical Role's Tyranny! I'm not caught up with campaign 4, but the episodes I've watched/listened to made me love this concentrated mass of chaos. #criticalrole #dnd #fanart #art 377767
Reposted by @feopoldlitz.bsky.socialAugur Infinity @augurinfinity.bsky.social · 02/07/2026🇺🇸 The civilian labor force participation rate fell, with the largest decline in the prime-age labor force participation rate outside the pandemic. 032
Reposted by @feopoldlitz.bsky.socialGeorge Pearkes @peark.es · 02/07/2026After my SA, it looks like we've lost about 800k foreign-born workers over the course of the Trump Administration so far. I'm measuring from March 2025 not the August '24 peak. 1326
Reposted by @feopoldlitz.bsky.socialAldia (Dee) @profaneannalist.bsky.social · 10/06/2026The way things are going, all burgers are gonna be impossible 161285130
Reposted by @feopoldlitz.bsky.socialK R A W A L L I 🏴 @krawalli.bsky.social · 07/06/2026"Alkoholismus ist der dritte Weg zwischen Kapitalismus und Sozialismus, offen für jedermann, leicht zu begehen und von schnellem Erfolg gekrönt." Wolfgang Neuss 913215
Reposted by @feopoldlitz.bsky.socialAlisha Grauso (She/Her) @alishagrauso.bsky.social · 27/05/2026Our entire economy is being artificially propped up by astrology for men: AI, crypto, sports betting, and prediction markets. It's an economy shaped entirely by male insecurity and lack of impulse control, and we'll all pay the price. 13990332934
Reposted by @feopoldlitz.bsky.socialemma ✿ @opaliteskies.swifties.social · 24/05/2026i’m so serious when I say taylor swift has made me so excited for my 30’s 1522
Reposted by @feopoldlitz.bsky.socialAugur Infinity @augurinfinity.bsky.social · 13/05/2026Duration extension—buying longer-term bonds—is not always rewarded. Since 1960, moving from cash to short- and intermediate-term bonds has incrementally improved returns. However, buying 7- to 20-year bonds would have yielded lower returns than 5- to 7-year bonds, with more volatility. 062
Reposted by @feopoldlitz.bsky.socialAugur Infinity @augurinfinity.bsky.social · 05/04/2026🇩🇪 Since the end of 2019, Germany's economy is pretty much flat (+0.5%), underperforming its peers. 011
Reposted by @feopoldlitz.bsky.socialAugur Infinity @augurinfinity.bsky.social · 28/03/2026Bond yields are rising everywhere. 042
Reposted by @feopoldlitz.bsky.socialslop enjoyer @slop.guru · 29/03/2026it’s on jooble dude just log in to bebee 6456431196
Reposted by @feopoldlitz.bsky.social♡ Juniper🪽♡ @juniper.sisters.gay · 09/03/2026saw this on tumblr and it's literally so true woah 2470092556
Reposted by @feopoldlitz.bsky.socialJeff Youngblood @jeffyoungblood.bsky.social · 05/03/2026 1224006500
Reposted by @feopoldlitz.bsky.socialRobert Reich @rbreich.bsky.social · 04/03/2026Trump wants to distract from the failing economy, ICE murders, and his corruption scandals Netanyahu wants to distract from the Gaza genocide, West Bank settler attacks, and his own corruption scandals. Both are using the same playbook: wage war to blot out everything else. 751902647
Reposted by @feopoldlitz.bsky.socialRobert Reich @rbreich.bsky.social · 02/03/2026More thoughts: robertreich.substack.com/p/sunday-t… 902263743
Reposted by @feopoldlitz.bsky.socialCasey Stegman @caseystegman.com · 20/02/2026The Supreme Court: 172235084784
Reposted by @feopoldlitz.bsky.socialTom Hearden @followtheh.bsky.social · 19/02/2026Is it bad when the Captain Obvious of capital markets is chiming in? 2365
