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“Year-over-year [inflation] numbers are still bad, but the market doesn’t care about good or bad news; it cares about things getting better or worse.” ↗️↘️ – @michaelbatnick

theirrelevantinvestor.com
“Year-over-year [inflation] numbers are still bad, but the market doesn’t care about good or bad news; it cares about things getting better or worse.” ↗️↘️ – @michaelbatnick

National homebuilder confidence turned negative in August 🏚️📉 – @calculatedrisk

www.calculatedriskblog.com

Third Point’s Dan Loeb has some thoughts about Disney, including an ESPN spinoff 🐭🏰 – @CNBC

www.cnbc.com

“Typically, secular bull and bear markets are best identified after the fact – something that allows precision but is useless for investors.” 🐂🐻 – @ritholtz

ritholtz.com

How much of the crypto crash is due to the implosion of Three Arrows Capital? 🌋 – @jenwieczner

nymag.com

a16z is investing in Adam Neumann’s new startup Flow 💸 – @NYTimes

www.nytimes.com

75 basis points in September, here’s why – @jasonfurman

www.wsj.com

Economists Say a Euro-Zone Recession Is Now More Likely Than Not

www.bloomberg.com

“The launch of single-bond Treasury ETFs is likely just the start of a revolution coming to the bond-fund market.” 🚀🚀 – @Evie_xing

www.barrons.com

“Here’s a little secret about investing the pros will never admit — you don’t have to predict the future to be successful in the markets.” 🤫 – @awealthofcs

awealthofcommonsense.com

“When you say that things are getting better, people often interpret that as you saying that things are good.” 😖 – @kylascan

kyla.substack.com
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