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Luke Kawa @ljkawa.bsky.social · 10h

fair enough! :)

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Luke Kawa @ljkawa.bsky.social · 13h

the intersection happening on two completely different, non-scaled axes?

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Luke Kawa @ljkawa.bsky.social · 13h

i was saying boourns

Luke Kawa @ljkawa.bsky.social · 13h

a) i would not be equating Fed QE and deficit spending as having similar economic outcomes
b) am i supposed to believe there is something magical about the lines intersecting?

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Luke Kawa @ljkawa.bsky.social · 13h

i’m extremely happy with this one, so, fits the bill

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Luke Kawa @ljkawa.bsky.social · 13h

you reap what you soy

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Luke Kawa @ljkawa.bsky.social · 13h

$SMH going out at basically the lows while everything else recovers in last 15... 👀

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Luke Kawa @ljkawa.bsky.social · 14h

“Card spending & similar data we’ve seen from the banks & other providers so far points to a further acceleration in consumer spending in y/y Q3 with JPM at +9% (7% in Q2), WFC 6.3% (5.2%), C +4% (4%)...This is not the stuff of a weak economy even if it may be an odd one” - @pd-williams.bsky.social

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Luke Kawa @ljkawa.bsky.social · 16h

Twain is the currency strategist of the family office. Has made one successful on-air call (about the euro)

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Luke Kawa @ljkawa.bsky.social · 17h

i think that is part of the slow-moving story but not necessarily a part of the fast-moving story. From five or so weeks ago: sherwood.news/markets/gold...

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Luke Kawa @ljkawa.bsky.social · 18h

Retail commodity ETF net imbalance in the 96th percentile through 11 am today, per JPM

Luke Kawa @ljkawa.bsky.social · 22h

GOLD AND SILVER ARE THE NEW MEME STOCKS

Most commonly mentioned, and most positively mentioned, tickers on r/WallStreetBets over the past 12 hours are $GLD and $SLV, per SwaggyStocks

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Luke Kawa @ljkawa.bsky.social · 19h

“Short stories and children’s books have done especially well on Spotify, Smith said...”

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Luke Kawa @ljkawa.bsky.social · 19h

Alt hed: Millennials have lots of kids now www.bloomberg.com/news/article...

Spotify’s Audiobook Listeners Grew 36% in Second Year of Service

The number of people trying audiobooks and the number of hours streamed have increased annually

www.bloomberg.com

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Luke Kawa @ljkawa.bsky.social · 19h

something something law of diminishing returns

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Luke Kawa @ljkawa.bsky.social · 19h

Big contrast between today’s action and previous AI announcements that had largely “rising tide lifts all boats” effect, like last week’s OpenAI-AMD pact or the follow-through from Microsoft + Meta’s earnings/capex outlooks in their most recent quarter

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Luke Kawa @ljkawa.bsky.social · 19h

there’s a big conference

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Luke Kawa @ljkawa.bsky.social · 19h

Really good read from sex, drugs, and rock n roll correspondent @jedwrdmoreno.bsky.social:

How upstart dating apps like Cerca are capitalizing on the “anti-swipe” moment sherwood.news/business/how...

How insurgent dating apps like Cerca are capitalizing on the “anti-swipe” moment

As people tire of swiping through hundreds of profiles, new VC-backed entrants as well as legacy apps are trying to shift toward quality over...

sherwood.news

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Luke Kawa @ljkawa.bsky.social · 19h

Listen to me talk about the things I scream into the abyss about on Prof G Pod www.youtube.com/watch?v=BZbh...

S&P 500 Posts Best Day Since May After China Tariff Selloff | Prof G Markets

YouTube video by The Prof G Pod – Scott Galloway

www.youtube.com

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Luke Kawa @ljkawa.bsky.social · 21h

...what are the odds that the Oracle purchase of AMD chips is fulfilling the OpenAI order, so to speak?

(given that Oracle’s backlog in cloud computing capacity is also a function of OpenAI)

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Luke Kawa @ljkawa.bsky.social · 21h

The skinny:

-retail buying of commodity ETFs in 98th percentile Monday, per JPM
-GLD & SLV call volumes at record/multi-year highs
-GLD RSI >70 for 29 of past 30 sessions, a record

sherwood.news/markets/gold...

Gold and silver are the new meme stocks

Momentum. Flows. Options Activity. Intense retail enthusiasm. It’s all there....

sherwood.news

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Luke Kawa @ljkawa.bsky.social · 22h

GOLD AND SILVER ARE THE NEW MEME STOCKS

Most commonly mentioned, and most positively mentioned, tickers on r/WallStreetBets over the past 12 hours are $GLD and $SLV, per SwaggyStocks

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Luke Kawa @ljkawa.bsky.social · 23h

Krait Expectations www.tumblr.com/survivor-edg... #Survivor

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Luke Kawa @ljkawa.bsky.social · 1d

oh the youth do both at the same time sherwood.news/markets/gen-...

Gen Z trades stocks the same way it gambles

Young people have high risk tolerance. More news at 11....

sherwood.news

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Reposted by Luke Kawa

EconReporter @econreporter.bsky.social · 1d

Edward Nelson, economists at the Fed board, has a working paper on the history of central bank's inflation "look through", interesting stuff...

like did you know, it's seemingly Bank of Canada first coined the phase "look through

www.federalreserve.gov/econres/feds...

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Luke Kawa @ljkawa.bsky.social · 1d

The last time $BIZD (BDC ETF) was trading at these levels, high yield spreads were 4.5%pts

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