Cheesles
@cheesles.bsky.social
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Retired dividend investor. Having a go at sustaining a high-income portfolio.
whats better than 3 bitcoin on a piano tulips on an organ lol i loled so hard
4 days ago
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Claudia Sahm
8 days ago
"I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed."
stayathomemacro.substack.com/p/kevin-warsh
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Kevin Warsh
Last week, President Trump nominated Kevin Warsh to be the next Fed Chair.
https://stayathomemacro.substack.com/p/kevin-warsh
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Vicki Bryan's Bond Angle
8 days ago
Puppy Killer says what?
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Whole lotta Rosie
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8 days ago
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lulz
9 days ago
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Easing into some
#$VCLT
for a little ballast.
9 days ago
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Mister.Nobody
10 days ago
www.youtube.com/watch?v=YIKW...
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Catherine O'Hara as Margaret Meehan (SCTV/"High Q")
YouTube video by RW Scott
https://www.youtube.com/watch?v=YIKWAgFsIYk
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"What continues to standout the most to me, especially in light of some who think that the worst of inflation/tariffs is over, is the core goods price gain of .4% m/o/m and now up 3.7% y/o/y." [portion of a paywalled Boockvar post]
#econsky
#finsky
peterboockvar.substack.com/p/yes-inflat...
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Yes, inflation is still here
Headline PPI in December rose .5% m/o/m, well more than the estimate of up .2%.
https://peterboockvar.substack.com/p/yes-inflation-is-still-here
10 days ago
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"But beyond the economic advantages, there is something of much greater importance happening with the EU-India deal: Itās a major step toward economic divorce from the United States by the major global economies."
#econsky
#finsky
paulkrugman.substack.com/p/the-world-...
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The World Files for Economic Divorce from America
What you do when your (trading) partner is abusive
https://paulkrugman.substack.com/p/the-world-files-for-economic-divorce
11 days ago
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Carl Quintanilla
14 days ago
JPM DESK: Inflation āremains one of the most credible macro risks to the Equity bull case .. The longer-term risk is the pressure on small businesses .. The farm industry is one where bankruptcies are elevated and where tariffs are above the average, effective tariff rates.ā š
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Bancroft Sutherland
19 days ago
Did Icelandās status come up, by any chance?
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IƱaki Aldasoro
19 days ago
Whoa banks are lending their deposits; huge if true.
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Aaron Rupar
19 days ago
COLLINS: Did it stand out to you that he said Iceland multiple times when he was talking about Greenland? NEWSOM: And that every time a windmill turns it costs $1,000. A lot of stuff stands out. None of this is normal. There's a deviancy of consciousness. He's graded off the curve.
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Zandi: "An increasingly K-shaped economy canāt be good. It means the economy is highly dependent on a small group of the well-to-do, who, in turn, spend based in significant part on how their stock portfolios are performing."
#econsky
#finsky
www.linkedin.com/posts/mark-z...
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The K-shaped economy is becoming steadily more K-shaped. Thatās the message in our updated estimate of personal outlays by income group. The share of total outlays going to those in the top 20% of⦠| ...
The K-shaped economy is becoming steadily more K-shaped. Thatās the message in our updated estimate of personal outlays by income group. The share of total outlays going to those in the top 20% of the...
https://www.linkedin.com/posts/mark-zandi-667086350_the-k-shaped-economy-is-becoming-steadily-activity-7418691133180112896-Wz7h?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA5EIHoBFRE0VxmiVgS_SuiDAyL947ENREk
22 days ago
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Rebecca Solnit
22 days ago
Córy Doctorow with another verbal bullseye:
pluralistic.net/2026/01/13/n...
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"Life is short and love is very sweet. Look at all the people running for their lives in the street."
22 days ago
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Happy Talk
#econsky
#finsky
wapo.st/49poCfE
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These prophets of economic doom are worried about another collapse
The current investment boom is triggering déjà vu for some economists and traders who successfully predicted past economic crashes.
https://wapo.st/49poCfE
23 days ago
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Added to $VYMI $VCRB $USA $EDD after I withdrew some funky fresh dividend money to live on.
25 days ago
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#econsky
#finsky
add a skeleton here at some point
27 days ago
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Cheesles
Richard M. Nixon
29 days ago
I am speaking generally and hypothetically, but the chief executive going to war with the central bank is the sort of thing that results in breadlines, coups, and worse.
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"It is about preventing the world from turning into a den of robbers, where the most unscrupulous take whatever they want, where regions or entire countries are treated as the property of a few great powers," he said.
www.reuters.com/world/americ...
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German president says US is destroying world order
German President Frank-Walter Steinmeier has strongly criticised U.S. foreign policy under President Donald Trump and urged the world not to let the world order disintegrate into a "den of robbers" wh...
https://www.reuters.com/world/americas/german-president-says-us-is-destroying-world-order-2026-01-08/
29 days ago
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Thanks For Sharing, Jerk
29 days ago
The dumbest belief about billionaires is that they simply followed a plan to get all their money and they could easily do it again, rather than the fact that they got extremely lucky one time
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George Pearkes
29 days ago
He aināt leaving the BoG unless heās on a stretcher. This is unreal, he straight up calls the President full of it. What a king.
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Valuations
29 days ago
US deserves a lower multiple.
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"The economy's resilience appears increasingly reliant on equity market performance, presenting a potential vulnerability if asset prices falter." (Hale "Bonddad" Stewart's weekly post at Seeking Alpha)
seekingalpha.com/article/4858...
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https://seekingalpha.com/article/4858498?gt=e997150eee2b9a2c
about 1 month ago
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Justin Wolfers
about 1 month ago
It follows that Trump leaked the most market-moving economic numbers that exist. I have no idea how illegal this is, or if the law even matters any more. But I do know this: It's unprecedented. No White House has ever before leaked such important market-moving numbers. No serious country does this
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Catherine Rampell
about 1 month ago
someone probably made a lot of money off of this. the reason these numbers are kept under seal until 8:30am sharp is that they move markets
www.bloomberg.com/news/article...
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Trump Posted Unpublished Jobs Data Early in Social Media Post
President Donald Trump posted a chart on social media Thursday evening that included figures in the yet-to-be released December employment report.
https://www.bloomberg.com/news/articles/2026-01-09/trump-posted-unpublished-jobs-data-early-in-social-media-post
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My dollar debasement trade has been EDD. Over the past year, total return 37.75% vs 18.46% S&P 500.
about 1 month ago
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"āThis company moved from grift to grift.ā
prospect.org/2026/01/08/r...
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Ransomware Recovery Firms Share in the Hacking Spoils - The American Prospect
Incident response firms negotiate with hackers while also processing payments to them, leading to potential betrayals of their clientsā trust.
https://prospect.org/2026/01/08/ransomware-recovery-firms-share-hacking-spoils/
about 1 month ago
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Bob Elliott
about 1 month ago
As we kick off the new year, this is probably the most important chart for what will drive the economy. Strict immigration efforts by the new admin drove job growth to zero in 2H25, redoubled efforts to create "reverse migration" are likely to create further drag in '26.
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Added some $VGLT $VCRB $VTIP . Ballast.
about 1 month ago
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Liquidated $MFIC across accounts. Split the proceeds among position adds to $CSWC , $TRIN, $FDUS, and $KBDC .
about 1 month ago
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". . . youād be surprised at how often having alpha leads to underperformance relative to history."
ofdollarsanddata.com/pray-for-bet...
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Pray for Beta, Not Alpha
Why the market's performance matters more than your skillāand what you should actually optimize for.
https://ofdollarsanddata.com/pray-for-beta-not-alpha/
about 1 month ago
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Cheesles
Chanda Prescod-Weinstein š
about 1 month ago
I think a lot about the scene the media made about the Saddam Hussein statue being toppled For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
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Brian Romanchuk
about 1 month ago
Well, well, if it isnāt the consequences of my own actions.
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Dumped all today's dividend loot into more $RVT .
about 1 month ago
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Cheesles
Regime Accountant, CPA ā ļøš¢
about 1 month ago
Taxing unrealized capital gains will allow a million boutique valuation practices to bloom and thatās why Iām for it
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Conor Sen
about 1 month ago
Just remembered the Lehman babies turn 18 next year.
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Back when econ Nobelists made Xtranormal videos.
#econsky
#finsky
www.youtube.com/watch?v=Vv4H...
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The wrong financial advisor
YouTube video by William Sharpe
https://www.youtube.com/watch?v=Vv4HQG2Hz0I
about 1 month ago
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Jesse Felder
about 1 month ago
"Nvidia is not hiding debt, but it is leaning heavily on vendor-financed demand, which creates exposure if AI growth slows. The concern is about sustainability, not legality.ā
www.theguardian.com/technology/2...
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Nvidia insists it isnāt Enron, but its AI deals are testing investor faith
The chipmakerās sprawling partnerships are driving extraordinary growth but also bank its future on the AI boom paying off quickly
https://www.theguardian.com/technology/2025/dec/28/nvidia-insists-it-isnt-enron-but-its-ai-deals-are-testing-investor-faith?CMP=oth_b-aplnews_d-1
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Conor Sen
about 1 month ago
Wall Street assumes hiring will pick up in 2026 but thatās not what companies are planning on:
www.wsj.com/economy/jobs...
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Companies Are Outlining Plans for 2026. Hiring Isnāt One of Them.
Large employers indicate that they either want to maintain the size of their teams next year or let go of workers.
https://www.wsj.com/economy/jobs/2026-job-hiring-growth-plans-10bc3470?mod=mhp
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Added some more $RVT , that old stalwart.
about 1 month ago
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Cheesles
Reuters
about 2 months ago
Measles cases in South Carolina rise to 156, state health department says
reut.rs/3YKCU4d
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Measles cases in South Carolina rise to 156, state health department says
The South Carolina health department reported 156 measles cases related to the ongoing outbreak in the state on Friday, with three additional cases since its last update on Tuesday.
https://reut.rs/3YKCU4d
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Louis Ingenthron
about 2 months ago
I just released v1.0 of my
#Unredacter
software. It can be used to remove lazy censorship from PDF documents, like those in some of the
#Epstein
files. You can find it here:
www.ingenthron.us/Unredacter-v...
Free for all to use for all purposes (credit is appreciated, though).
#uspol
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Mike Masnick
about 2 months ago
Ok. Now had a chance to check and, well, at least some docs do appear to be straight up classic redaction fail. And there are some *interesting* bits here.
www.justice.gov/multimedia/C...
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Cheesles
Emoji Caresser
about 2 months ago
PREACH IT TECH JESUS
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