Some signs the hoped for a Milei miracle is starting to face macroeconomic realities, with inflation still elevated and growth collapsing in recent months. h/t @thedailyshot https://t.co/HtnZTCCzLf
@BobEUnlimited
Anyone else still find it odd to tune into CBS for a BigTen football game... ain't that the SEC channel?
Anyways, looking forward to a defensive struggle in AA this afternoon. Michigan favored by 5.5 feels generous given the season so far... https:/...
9/26/2026 18:56
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@BobEUnlimited
All the Sinophiles will tell you that Chinese companies are taking over the world as a sign of their competitiveness. But they neglect to mention, they are doing so increasingly at a loss that has to be covered by the state. h/t @thedailyshot https:...
9/26/2026 16:15
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@BobEUnlimited
Rising share of HH net transferring money from securities account to pay for daily expenses in recent years, particularly at the top end. All ages, not just boomers. Clear example of the dissaving driven economy.
https://t.co/ugvJx9AhP7 https://t.co...
9/26/2026 13:15
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@BobEUnlimited
Hunkering down as the Nor'easter rages and still have power/internet? Pass the time with MacroTalk! This week @AahanPrometheus and I hit:
* Is this the time to BTFD in stocks?
* Betting against "The House"?
* Life changing benefits of @Walmart+ &...
9/26/2026 10:19
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@BobEUnlimited
An advisor recently asked me to compare our product to a competitor. I said the other product was compelling and he should buy both, even if it meant less to ours.
Maybe I'm just a shitty salesman, but in the end the advisor appreciated the honesty ...
9/25/2026 18:17
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@BobEUnlimited
Bring your lunch and enjoy some MacroTalk Live on the blog app. And play the @AahanPrometheus says "bonds are the worst" drinking game.
https://t.co/XTmdrLiNjy
9/25/2026 16:06
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@BobEUnlimited
Lots of nominal order growth, but not much rise in real domestic production. Another example of elevated price growth in the US economy. https://t.co/pYdqeHTT4s
9/25/2026 15:11
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@BobEUnlimited
Betting Against “The House”
So far the Activist Treasury Secretary’s incremental efforts have done little to bend markets to his will, leaving his trades in the red. But that doesn’t mean it will always be the case.
https://t.co/D5o8Cuuce4 https://...
9/25/2026 11:15
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@BobEUnlimited
Rising input costs today have yet to be fully felt in end prices. Latest Eurozone PMI data today shows the building inflation pipeline between input costs and prices charged. https://t.co/h0oDYhYDJT
9/23/2026 13:15
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@BobEUnlimited
The commodity surge goes far beyond just oil and products. Copper at all time highs today and up 50% over the last year. https://t.co/9uQQJkYUbI
9/22/2026 20:37
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