Go Dan!

Let's send this good guy to Washington! More at dantully.com

We should have listened when the modems screamed at us.

👹 NEW OPTIMISTICALLIE 👹 Five months after the tariff chaos started, and tariff impacts feel like a mirage But they're here, and you're paying them I brought the receipts: optimisticallie.com/p/tariff-fied

Really looking forward to working on this!

Here's the total attention to 2025 publications on both X/Twitter and Bluesky. Bluesky has two thirds of Twitter's attention with >10 times fewer users.

More concerns about the quality of US economic data: “.. almost a third of the prices going into the CPI at the moment are guesses based on other data collections in the CPI.” - Apollo/Slok

Spotted on LinkedIn and want to share here: As of today, Perplexity can now plug into EDGAR for all SEC filings on all modes - search, research and labs. www.perplexity.ai/hub/blog/ans...

"Retail traders have net bought $50Bn in cash equity as the market bounced since Apr 8th... The buy-the-dip strategy in early April has clearly paid off. We estimate retail investors’ portfolio is up 15.1% since Apr 8th..." - JPM

Goldman Sachs is now the top shareholder in IBIT as spot Bitcoin ETFs reach $121B 📈 https://crypto-economy.com/goldman-sachs-now-top-shareholder-in-ibit-as-spot-bitcoin-etfs-hit-121b/

Whoa. U.S. ETF/ETF industry in Q1: record $298 billion net flows, $96 billion in March alone (source: ETFGI) Net inflows into U.S. listed ETFs the week ending April 18: $2.9 billion (source: ETF.com)

The slowdown in shipping from Asia we are *already seeing* is likely not about reciprocal tariffs coming into place on Japan, Vietnam, etc. in July. They’re likely stemming from the 145% China and 10% global tariffs. Not foreseeing those going away soon bsky.app/profile/bren...

recessions don't last as long as they used to

We'll let the economists and strategists debate whether it's different this time. From our communications (financial PR and digital marketing strategy) perspective it is. Here's our blog post and video about communicating through the market volatility. lowecom.com/insights/blo...

Fund managers haven't been this bearish on US assets in 30 years www.bloomberg.com/news/article...

Cool new data in @similarwebinsights.bsky.social showing referral traffic estimates from AI chatbots. ChatGPT is the big one, followed by Perplexity. Total traffic numbers are still tiny, and not growing much for most websites. Has the hype started to fade?

Economic policy uncertainty is at an all-time high.

"As of Wednesday afternoon, the markets were pricing 30 year Greek bonds as a less risky investment than American ones."

🤪

Go Cubs go!

#econsky at its best this week. See this guide from @aaronsojourner.org for starter packs and lists. #tariffs

Just wondering about this the other day--is anyone launching mutual funds anymore? Barely. fuse-research.com/mutual-fund-...

They're doing such important work 👏

This is more important than you realize. Bluesky doesn’t downgrade links. Which means news sites will get more traffic from here than other sites. Which gives them economic reasons to post here first.

Investment industry creators are really stepping up during these interesting 🤪 times. Great guests, deep conversations, and we've just added 8 more shows to the already robust @thelowegroup.bsky.social list of recommended investment podcasts. lowecom.com/insights/blo...

More evidence of the mainstreaming of private investments: data added to Morningstar Direct and Morningstar’s plans to introduce interval fund ratings citywire.com/pro-buyer/ne...

Nice!

haven't tried it yet, but there's a 3rd-party bsky poll option

💔

Happy to read: 1. that 2/3 of people are polite to AI 2. that AI results benefit from politeness

Maybe it's just because it's Thursday night, but I thoroughly enjoyed this article on the compliance risk of emojis. www.wealthmanagement.com/marketing/th...

To those in the US who want to donate $ to #Ukraine, consider these options National Bank of UKR: bank.gov.ua/en/news/all/... Humanitarian aid (tax deductible): Kyiv-Mohyla Foundation of America: www.kmfoundation.org Kyiv School of Economics: kse.ua/support/dona... Nova Ukraine: novaukraine.org

“So, here’s the bottom line: when WaPo’s opinion pages are being gutted and tech CEOs are seeking pre-approval from authoritarians, the line between “tech coverage” and “saving democracy” has basically disappeared. It’s all the same thing.”

We saw this with the letters for $PRIV. Post Chevron, post "all administrative law is wrong" stance, the barrier to bad behavior is probably massive scale fraud. Small scale Bad Hat stuff is going to absolutely flourish.

Retail Investors Are “All In” 💰 Retail investors are holding record levels of stocks. 📉 Cash balances are near multi-year lows. 🚀 Meme stocks & AI bets are back. The crowd is never early to the exit.

I can assure you that every fixed income and macro manager watching that meeting yesterday immediately contemplated the grim possibility where US Treasuries aren’t the risk-free asset

Active #ETFs were the focus at last week's CFA Society of Chicago discussion. The panel featured Ben Johnson, CFA as moderator and Rob Harvey, Michelle Mikos, Alisa Maute and Robert J. Marrocco. Check out @jodylowepr.bsky.social and @rocktheboatmktg.bsky.social's takeaways: bit.ly/438RzJR

Fund Manager cash allocations at a 15-year low! 👀

The world is flooded by uncertainty; it now exceeds the peak hit during the pandemic in 2020. Stunning. 🥶

Terrific collection if you're working in the investment industry!

Now you can compare the followers of multiple profiles, for example like this blue.facts.dev/compare?user... Let us know if you have any feedback!

Much higher than I would have guessed: Almost 1/3 of affluent investors use AI "to summarize market insights, identify new investment opportunities, and guide their allocations." Of those, nearly half (46%) say they use these tools on a daily basis.

The U.S. has a ~$28 trillion economy, 4% of the world’s population, >20% of the globe’s GDP, and >55% of the global market cap. Economically speaking, America is ALREADY great.

ICE is gaming Google search

👏 An idea whose time has come

Heart-warming. Seems like a job well done by Dr. Knight!

Stylebook ruling at the @washingtonpost.com: Elon Musk’s outfit is “the U.S. DOGE Service” on first reference, not “the Department of Government Efficiency,” since that’s the name the executive order setting it up uses and only Congress can create departments. “DOGE” on second reference.

"Companies are waiting longer and longer to go public, and some companies never go public... There are 6 million businesses with employment in the US, and the norm for companies is to not be publicly listed in the S&P 500." - Apollo's Slok

This is a favorite of mine from George Orwell. Applies to politics, investing trends and nearly anything else you’re struggling with. Deep breath. Tag someone who needs to read it.