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iTunes Brian 🇨🇦 🇮🇪 🇷🇸 🇺🇦

@itunesbrian.bsky.social
14K followers 13K following 18K posts

Toronto-Scarborough Guildwood-Rouge Park riding. Liberal voter. After the Ottawa protests I will never vote CPC ever again (1980’s was the last time I voted PC). Love travel, cooking, art. ❤️quote “Oscar, we’re out of Corn Flakes. -F.U.” -The Odd Couple.

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iTunes Brian 🇨🇦 🇮🇪 🇷🇸 🇺🇦 @itunesbrian.bsky.social · 3h
youtu.be/7gwIxR5FV9w?...
youtu.be
Ray Dalio on the US Debt Crisis, Interest Rates, AI, Risk in Europe, US vs. China
YouTube video by Bloomberg Television
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iTunes Brian 🇨🇦 🇮🇪 🇷🇸 🇺🇦 @itunesbrian.bsky.social · 4h
youtu.be/N63Aw2S0jvc?...
youtu.be
Trump Gets TERRIBLE NEWS at Worst Time...
YouTube video by MeidasTouch
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
SHELL CEO: “There’s a limit to how much those shock absorbers can continue to take. .. We have maybe softened the worst impact of the crisis, but there is only so long that you can continue to do that without further discontinuities emerging.” @bloomberg.com www.bloomberg.com/news/article...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
SENTIMENTRADER: “.. S&P 500 closed at a record high. With twice as many lows as highs on the NYSE. Here's every date the S&P closed at a record and the NYSE low/high ratio was > 2: 6/22/29...2.1 12/3/99...2.0 12/21/99...4.2 12/22/99...4.1 12/23/99...2.3 12/29/99...2.4 10/6/26...2.6”
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
“.. Without it, you do have that $200-a-barrel scenario, so it is pretty important it continues,” he said. “There aren’t any more inventories to drain in the west.” @financialtimes.com ⛽️ www.ft.com/content/95db...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
(Politico) - ABC programs are already tempering their election coverage ahead of the midterms to avoid angering President Donald Trump, a lawyer for the broadcast company told a federal judge on Tuesday .. @politico.com $DIS www.politico.com/news/2026/10...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
“.. Oil market turmoil will continue beyond next year, executives said at the conference on Monday, as it could take years to refill inventories on top of meeting global demand.” @reuters.com ⛽️ www.reuters.com/business/ene...
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Jesse Felder @jessefelder.com · 07/10/2026
‘If one or both of the labs gets their lunch eaten by the much-cheaper open source models, then not only will the demand for the hyperscalers’ compute shrink, but their non-operating income from their stakes in the labs will fall meaningfully.‘ econjared.substack.com/p/a-budding-...
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LiveSquawk @livesquawknews.bsky.social · 07/10/2026
ICYMI | French Government Is Willing To Bypass Parliament To Pass Billions In Cuts – WSJ www.wsj.com/world/europe...
wsj.com
Exclusive | French Government Is Willing to Bypass Parliament to Pass Billions in Cuts
In an interview, French Finance Minister Roland Lescure said he is open to negotiation but will do “whatever it takes” to get the budget through.
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
“.. A lot of people in the investment community had hoped he was the adult in the room,” said Stephen Myrow, a former Treasury official. Investors are “starting to see him as acting more and more like Trump…and that’s shaking confidence in him.” @wsj.com www.wsj.com/politics/pol...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
MERCX: “.. Why pay $29.50 per barrel just to ship oil from West Africa to China? Because you need the oil now and cannot afford to wait.”
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
“.. The role of a president is to protect the country, not to actively threaten it and encourage attacks on American lives,” she said in a social media statement. @nytimes.com www.nytimes.com/2026/10/06/w...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
“Republicans' redistricting .. created 14 new strongly red districts, but the GOP is a sure bet to win only five .. And.. since Sept. 1, Republican candidates and super PACs have spent nearly $100 million .. trying to flip the other nine.” @punchbowlnews.bsky.social punchbowl.news/article/camp...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
MIAMI (AP) - Tropical Storm Isaias forms off eastern Mexico, forecast to become a hurricane and hit the US Gulf Coast this week. @apnews.com
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 07/10/2026
$KBE $XLF... lots of insider selling among banks @WSJ @soberlook thedailyshot.com/sub...
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Carl Quintanilla @carlquintanilla.bsky.social · 07/10/2026
WAPO: “.. The plan calls for a parcel of the private club to be designated a permanent, official sanctuary for foreign leaders and future U.S. presidents, designed to host international summits and house presidents when they take vacations in Florida ..” www.washingtonpost.com/politics/202...
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Carl Quintanilla @carlquintanilla.bsky.social · 23h
(AXIOS) - Texas Republican Senate nominee Ken Paxton privately lamented the impact of the Iran war and gas prices on his campaign in a meeting last month, telling a group of donors and lobbyists, "I don't make the decisions," according to audio obtained by Axios #TXsen www.axios.com/2026/10/07/k...
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Carl Quintanilla @carlquintanilla.bsky.social · 23h
What a hedline: @apnews.com apnews.com/article/midt...
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Carl Quintanilla @carlquintanilla.bsky.social · 23h
BARCLAYS: “.. Chips & memory are <30% of the S&P 500 today yet make up 70%+ of aggregate EPS revisions and growth estimates in FY27.”
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Carl Quintanilla @carlquintanilla.bsky.social · 23h
“.. We don’t have the attitude, the infrastructure, or the resources. We lost that battle decades ago, and cannot will it back.” @fastcompany.com @scottlincicome.bsky.social www.fastcompany.com/91617670/why...
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Carl Quintanilla @carlquintanilla.bsky.social · 22h
Ahead of a $39 billion 10-year note auction at 1p.
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 22h
From @Claudia_Sahm "The September hike was risk management... not the start of an aggressive hiking cycle. They are hedging their bets... The Committee is centered around one more hike this year."
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Carl Quintanilla @carlquintanilla.bsky.social · 22h
Vital Knowledge:
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Carl Quintanilla @carlquintanilla.bsky.social · 21h
#MIsen
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Carl Quintanilla @carlquintanilla.bsky.social · 21h
Goldman goes red for the year. @cnbc.com $GS
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 21h
Discretionary continues to dump... here are some 52wk drawdowns... @finviz_com
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Carl Quintanilla @carlquintanilla.bsky.social · 21h
BTIG takes a crack at what it calls “buyer exhaustion”:
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Carl Quintanilla @carlquintanilla.bsky.social · 20h
“.. defense companies backed by the president's sons, including Anduril, have now raked in more than $6 billion dollars in active or promised government contracts since those investments were made, according to the government's official contract reporting. abcnews.com/Politics/tru...
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Carl Quintanilla @carlquintanilla.bsky.social · 20h
Bond market testing Warsh — like it tested Greenspan? 👀 (via DRW)
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Carl Quintanilla @carlquintanilla.bsky.social · 20h
wonder where they got THAT idea. ;-)
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Carl Quintanilla @carlquintanilla.bsky.social · 19h
HUD sent $WFC a letter "saying it would examine whether the bank violated fair lending laws by favoring Black or other minority homeowners, according to a copy viewed by The Wall Street Journal. @wsj.com www.wsj.com/finance/bank...
wsj.com
Exclusive | Wells Fargo Faces Regulator Probe Over Efforts to Boost Black Homeownership
Trump’s Housing and Urban Development is seeking to crack down on race-based lending, calling it a potential violation of the Fair Housing Act.
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Carl Quintanilla @carlquintanilla.bsky.social · 18h
QUINNIPIAC: “.. When considering the costs and benefits, 64 percent of likely voters think AI data centers in Pennsylvania will do more harm than good, while 24 percent think AI data centers in Pennsylvania will do more good than harm ..” poll.qu.edu/poll-release...
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Steve Rattner @steverattner.bsky.social · 18h
Corporate profits and tax revenues grew together until the Trump tax cuts. Now corporate profits are at an all-time high while tax receipts are at their lowest since 2021.
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Carl Quintanilla @carlquintanilla.bsky.social · 18h
From METLIFE, last February: “.. There will be NO A.I. jobs apocalypse. .. .. Human interactions and relationships are random and the random pattern of those interactions create knowledge ‘butterfly effects’ that are impossible to predict or anticipate.” [Matus]
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Philadelphia Inquirer @inquirer.com · 18h
While the driver was asleep, three men made off with four pallets of ground beef shortly before 3:45 a.m. Tuesday.
inquirer.com
Ground beef worth $40,000 stolen from tractor-trailer in Northeast Philly
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Carl Quintanilla @carlquintanilla.bsky.social · 18h
“.. highest level since November 1, 2023 ..” @cnbc.com $XHB
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Carl Quintanilla @carlquintanilla.bsky.social · 18h
That NY Fed paper on tariffs gets the @axios.com treatment: www.axios.com/2026/10/07/t...
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Nicholas Grossman @nicholasgrossman.bsky.social · 23h
I don’t think a 21X increase in the cost to get a tanker out of the Persian Gulf with lower total exports than before the war is an achievement. And I think it’s odd that so much of the press has been covering it as if we should see this as positive, with “Better Than You Think”-style “explainers.”
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Carl Quintanilla @carlquintanilla.bsky.social · 18h
What a chart from LPL: “.. the widening gap between prevailing mortgage rates and the effective rates existing homeowners are paying .. Many owners are sitting on cheap loans and have little incentive to give them up. That lock-in effect keeps the resale market starved of inventory ..”
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Carl Quintanilla @carlquintanilla.bsky.social · 17h
“.. AI insiders made up nearly all of the top sellers in the second quarter ..” @bloomberg.com $NVDA $AMZN @jessefelder.com www.bloomberg.com/news/feature...
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Carl Quintanilla @carlquintanilla.bsky.social · 17h
BILELLO: “.. Tariffs were pitched as the fix for America’s trade deficit. Instead, .. The deficit didn’t shrink. It increased 8%.”
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LiveSquawk @livesquawknews.bsky.social · 17h
US President Trump: Interest Rates Should Come Down - Fed Board Would Like To See The Country Do Badly, “In My Opinion”
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Carl Quintanilla @carlquintanilla.bsky.social · 17h
RBADVISERS: “.. Equity markets haven’t yet caught on but the debt markets are sniffing problems with AI debt expansion. Technology CDS spreads are significantly widening vs defensive sectors.”
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Carl Quintanilla @carlquintanilla.bsky.social · 17h
EGAN-JONES: “.. Our premise is that the mainstreams of both parties will keep backing AI in effect if not in rhetoric .. .. drug makers have remained unpopular for years, yet pharma has outspent every other industry on federal lobbying in all but one quarter since 2010 ..”
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Jesse Felder @jessefelder.com · 17h
‘The US’s largest utility megadeal is running into fierce opposition, as concerns over electricity affordability and anti-monopoly sentiment mount before November’s midterm elections.’ www.ft.com/content/7030...
ft.com
Largest-ever US utility megadeal faces backlash in Virginia
Rising power bills and concerns about monopoly power prompt officials to intervene in NextEra’s $67bn Dominion takeover
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Aaron Rupar @atrupar.com · 17h
Trump: "I could've done very bad things to Hillary Clinton. I could've done very very bad things to Joe Biden. I could've done very bad things to Barack Hussein Obama ... I can do whatever I want, if I want."
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LiveSquawk @livesquawknews.bsky.social · 16h
Trump Might Order Another Iran Strike Before The Midterms - Atlantic www.theatlantic.com/national-sec...
theatlantic.com
Trump Might Order Another Iran Strike Before the Midterms
Pentagon planners are crafting options though no final decision has been made.
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Carl Quintanilla @carlquintanilla.bsky.social · 16h
#FOMCminutes
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Carl Quintanilla @carlquintanilla.bsky.social · 15h
NOVOGRATZ: “.. Bubbles don’t end like we are today. .. I know how bubbles end, and they end spectacularly, and this isn’t spectacular enough.” @bloomberg.com www.bloomberg.com/news/article...
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Carl Quintanilla @carlquintanilla.bsky.social · 15h
JPMORGAN: “.. US housing affordability remains near its worst level since the Global Financial Crisis, with a market that’s effectively ‘frozen.’”
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