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PERSONAL/PROFESSIONAL NEWS: It's time to get back into blogging.
@tracyalloway and I are launching an Odd Lots blog today, which you can find at http://Bloomberg.com/OddLots We're gonna write posts, do written Q&As, transcripts of the episodes. Live events. All of it.Show this threadThanks. Twitter will use this to make your timeline better. UndoUndo -
Joe Weisenthal Retweeted
all Elon Musk needs to do now is tweet "lumber fucking sucks" and all major US supply chains will be back to normal.https://twitter.com/thestalwart/status/1392634506516090886 …
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Joe Weisenthal Retweeted
FWIW, this is mostly what the CEO of
$ENPH (chip constrained) esaid when asked by an analyst 'why not raise prices.' Lots of chatter about relationships, and how it's far better to focus energy on lifting production to meet high demand rather than disrupt with price changes.Thanks. Twitter will use this to make your timeline better. UndoUndo -
Recall that
@NathanTankus made this point, with respect to antiques. Higher prices bring out sellers, creating more supplyhttps://twitter.com/thestalwart/status/1367081722324660229 …Show this threadThanks. Twitter will use this to make your timeline better. UndoUndo -
I wonder if one way to think about the inflation gap between used and new cars is that the automakers are already running at new capacity, and so higher prices do nothing to induce more supply. Whereas with used cars, higher prices make more cars available to the market.
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Joe Weisenthal Retweeted
The chip issue is channeling demand into used cars by retail buyers & rental car companies who usually buy new but sold fleets last year & are trying to keep up w/ a rapid recovery in demand. It is still wild to me that used car buyers are so much less price sensitive
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Elon just helped ease the semiconductor shortage
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Joe Weisenthal RetweetedThanks. Twitter will use this to make your timeline better. UndoUndo
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The narrative momentum towards ETH is crazy strong right now.
@hmeisler’s pinned tweet vindicated again.Thanks. Twitter will use this to make your timeline better. UndoUndo -
Joe Weisenthal Retweeted
.
@IrvingSwisher in the@nytimes today, ladies and gents -- with a wonky yet reader-friendly, short & sweet breakdown of the weird plumbing of payroll estimates, which (predictably) only get more unpredictable in a pandemic.https://www.nytimes.com/2021/05/12/opinion/panicking-about-that-jobs-report-breathe-look-at-the-data.html …Thanks. Twitter will use this to make your timeline better. UndoUndo -
Joe Weisenthal RetweetedThanks. Twitter will use this to make your timeline better. UndoUndo
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Joe Weisenthal RetweetedThanks. Twitter will use this to make your timeline better. UndoUndo
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Joe Weisenthal Retweeted
The peak commodities story was when
$MS sent a commodities team of 9 in to see us, and the trade they were most excited about was 'long rhodium, short molybdenum' (molybdenum had gotten too crowded). I sh*t you not.Thanks. Twitter will use this to make your timeline better. UndoUndo -
I totally missed that the guy who was arrested for the Times Square shooting was caught, in part it seems, due to his car running out of gasoline and not being able to refuel https://www.firstcoastnews.com/article/news/crime/suspected-times-square-shooter-captured-near-jacksonville-after-running-out-of-gas/77-88158979-9e04-42a3-8f6b-2784aca7003c …pic.twitter.com/7zN1cggNFD
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Man, people realllly like Viktor Shvets. Our episode with him on Monday was our biggest ever. I'm shocked. Even bigger than lumber.
@lumbertrading had a great two week run.https://podcasts.apple.com/us/podcast/viktor-shvets-on-inflation-how-crypto-could-cause-next/id1056200096?i=1000521065073 …Thanks. Twitter will use this to make your timeline better. UndoUndo -
The speed with which the "Maybe we need to hike rates/pare back on stimulus" discussion emerged is incredibly revealing.
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Up next on WDYM! Mike Pyle, top economic advisor to VP Kamala Harrishttp://Bloomberg.com/live
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"What's next, UsedCarCoin? " --
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The bull market in Dog Tokens, I think, vindicates thishttps://twitter.com/TheStalwart/status/1354035996065751040 …
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