Stock Market Contents Archive

FYI: I'm honoring the virtual picket line and not filing for the Times today

The 30-year US mortgage rate has moved from 7.08% to 6.33% over the last 4 weeks, the largest 4-week decline (-75 bps) in rates since December 2008. https://t.co/J1wi9fpNxn

The cover of this week’s edition of The Economist whose leader looks at how “the end of cheap money [will] affect investors.” #markets #investing #investors @TheEconomist https://t.co/nZTGaL20eO

Wages posted on job listings are rising less quickly, signaling reduced pay growth in months to come: Indeed data. "On its current trajectory, posted wage growth would return to its 3-4% pre-pandemic pace by the second half of 2023." https://t.co/EIdc3dkF1p https://t.co/3bQYSBJVSI

US workers who switched jobs received pay increases of 7.7% over the last year vs. 5.5% for those who stayed at their jobs. With data going back to 1997, this is the widest gap we've ever seen. https://t.co/jfyDr4ynCo

In general, I'm coming to the conclusion that we — me too — have been way too quick to jump into data interpretation without thinking enough about wage and price dynamics in the face of disruptions. This time really is different 8/

$LULU inventory up 84.5%. Not immune to what many others have said. Problem is at 37x forward P/E.

Paul Whelan says, "I don’t understand why I’m still sitting here" in Russian jail, as Brittney Griner goes home. https://t.co/HltaKPMZGe

Good call to sell oil this morning on Squawk on the Street. nasty round trip

A spate of withdrawals is testing the strength of funds geared at allowing wealthy individuals to finance longer-term, leveraged corporate loans. https://t.co/CpGe0W1ut4

A further point: rapid slowdown in rent shows that fast rise in recent past was NOT an expectations-driven surge, in fact suggests inflation expectations still anchored 7/

Crypto lawsuit against Kim Kardashian dismissed by federal judge https://t.co/TJaouFG8Ed

Noise-canceling headphones meet personal air-purification. https://t.co/W9ODlzkKv3

You NEVER have to #HODL ANY stock, #Crypto or investment EVER. You NEVER have to risk losing 50-60-70-80-90% no matter what promoters say...just like https://t.co/QTYT7tQD2I & no different from promos on $MMTLP $CLNV $LTNC $MBL $ENZC $CYDY & more, remember https://t.co/0HhPp6D9R3

In both cases, average market prices lag well behind new contracts: many apartments are leased and workers hired for a year, so market conditions take a while to show up in average measures 2/