Mo Hossain
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mohossain.bsky.social
Mo Hossain
@mohossain.bsky.social
65 followers 1 following 1.5K posts
Investor. I take advice. Sharing things I'm learning. re(Post) ≠ E
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4h
𝐀𝐬 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐜𝐫𝐚𝐜𝐤𝐬 𝐰𝐢𝐝𝐞𝐧 𝐢𝐧 𝐂𝐡𝐢𝐧𝐚, 𝐢𝐬 𝐭𝐡𝐞 𝐔.𝐒. 𝐄𝐁‑𝟓 𝐯𝐢𝐬𝐚 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 ‘𝐫𝐞𝐚𝐥 𝐞𝐬𝐭𝐚𝐭𝐞’ 𝐩𝐥𝐚𝐲?

China’s property slide (-0.64% used, -0.41% new in Sept) shows the cracks in its biggest household asset. 🇺🇸 EB‑5 program attract as real estate keeps eroding?

x.com/mohossain/st... #AML #Realtor #CRE #China
𝐀𝐬 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐜𝐫𝐚𝐜𝐤𝐬 𝐰𝐢𝐝𝐞𝐧 𝐢𝐧 𝐂𝐡𝐢𝐧𝐚, 𝐢𝐬 𝐭𝐡𝐞 𝐔.𝐒. 𝐄𝐁‑𝟓 𝐯𝐢𝐬𝐚 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 ‘𝐫𝐞𝐚𝐥 𝐞𝐬𝐭𝐚𝐭𝐞’ 𝐩𝐥𝐚𝐲? China’s property slide (-0.64% used, -0.41% new in Sept) shows the cracks in its biggest household asset. With Ireland, Australia & the U.S. already top picks for residence‑by‑investment, how much more capital flight will the 🇺🇸 EB‑5 program attract as real estate at home keeps eroding? https://x.com/mohossain/status/1767928917409632420?s=46 #AML #EB5 #Realtor #CRE #RealEstate #China 𝐀𝐬 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐜𝐫𝐚𝐜𝐤𝐬 𝐰𝐢𝐝𝐞𝐧 𝐢𝐧 𝐂𝐡𝐢𝐧𝐚, 𝐢𝐬 𝐭𝐡𝐞 𝐔.𝐒. 𝐄𝐁‑𝟓 𝐯𝐢𝐬𝐚 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 ‘𝐫𝐞𝐚𝐥 𝐞𝐬𝐭𝐚𝐭𝐞’ 𝐩𝐥𝐚𝐲? China’s property slide (-0.64% used, -0.41% new in Sept) shows the cracks in its biggest household asset. With Ireland, Australia & the U.S. already top picks for residence‑by‑investment, how much more capital flight will the 🇺🇸 EB‑5 program attract as real estate at home keeps eroding? https://x.com/mohossain/status/1767928917409632420?s=46 #AML #EB5 #Realtor #CRE #RealEstate #China
Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
Shutdowns = cash‑flow shocks & …
Furloughs, unpaid work, delayed services hit demand + confidence.

Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk?

x.com/mohossain/st...
@PhillyInquirer

x.com/mohossain/st...
Shutdowns = cash‑flow shocks & … Furloughs, unpaid work, delayed services hit demand + confidence. Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk? https://x.com/mohossain/status/1966864785384857610?s=46 ht @PhillyInquirer $JPM #Economy #job https://x.com/mohossain/status/1979980314559828119?s=46 Shutdowns = cash‑flow shocks & … Furloughs, unpaid work, delayed services hit demand + confidence. Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk? https://x.com/mohossain/status/1966864785384857610?s=46 ht @PhillyInquirer $JPM #Economy #job https://x.com/mohossain/status/1979980314559828119?s=46
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Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
Why fake research is rampant in China
www.economist.com/china/2024/0...

Fraudulent scientific papers are booming
www.economist.com/science-and-...

📰“…fake journal articles being churned out by “paper mills” is doubling every year and a half.”

www.nytimes.com/2025/08/04/s...
Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research
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Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
the DOEwill resume student loan forgiveness under income-based plans, sparing borrowers next year’s tax shocks and signaling steadier ground for household finances. 🎓

www.nytimes.com/2025/10/17/b...
📌 x.com/mohossain/st...
🧷https://x.com/mohossain/status/1946755359718191465?s=46 g
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Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
. @andrewrsorkin of @SquawkCNBC and NYT #DealBook highlights that 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛 𝑑𝑖𝑑𝑛’𝑡 𝑗𝑢𝑠𝑡 𝑏𝑟𝑒𝑎𝑘 𝐴𝑚𝑒𝑟𝑖𝑐𝑎 𝑖𝑛 1929—𝑖𝑡 𝑏𝑢𝑖𝑙𝑡 𝑖𝑡. 🚀

𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧 𝐨𝐟 ’𝟐𝟗 𝐢𝐬𝐧’𝐭 “𝐝𝐨𝐧’𝐭 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞.

𝑑𝑜𝑛’𝑡 𝑎𝑣𝑜𝑖𝑑 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛—𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑒 𝑟𝑒𝑠𝑝𝑜𝑛𝑠𝑖𝑏𝑙𝑦.

For more ⬇️
x.com/mohossain/st...
. @andrewrsorkin of @SquawkCNBC and NYT #DealBook highlights that 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛 𝑑𝑖𝑑𝑛’𝑡 𝑗𝑢𝑠𝑡 𝑏𝑟𝑒𝑎𝑘 𝐴𝑚𝑒𝑟𝑖𝑐𝑎 𝑖𝑛 1929—𝑖𝑡 𝑏𝑢𝑖𝑙𝑡 𝑖𝑡. 🚀 From railroads to AI, every breakthrough began as a risky bet. 𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧 𝐨𝐟 ’𝟐𝟗 𝐢𝐬𝐧’𝐭 “𝐝𝐨𝐧’𝐭 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞.” 𝐈𝐭’𝐬: 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐥𝐲—𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐫𝐢𝐬𝐤, 𝐭𝐡𝐞𝐫𝐞’𝐬 𝐧𝐨 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧. While the Crash is remembered as a tale of greed and collapse, the deeper truth is that speculation—belief plus risk—has always powered progress: 19th‑century railroads, 20th‑century skyscrapers, and today’s internet, EVs, and AI. Every breakthrough began as a bet that once looked reckless. The problem in 1929 wasn’t optimism—it was unchecked leverage, opacity, and manipulation. That’s why we didn’t abandon speculation after the crash; we regulated it, with guardrails like the SEC and FDIC to make risk‑taking less catastrophic. The enduring lesson: 𝑑𝑜𝑛’𝑡 𝑎𝑣𝑜𝑖𝑑 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛—𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑒 𝑟𝑒𝑠𝑝𝑜𝑛𝑠𝑖𝑏𝑙𝑦. For more ⬇️ https://x.com/mohossain/status/1980031423386993024?s=46
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4h
𝐈𝐬 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐫𝐞𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤?

Retail sales +2–4% YoY → GDP forecasts revised up; AAII sentiment rebounding; Fed 4.8%→3.8% by ’27, ECB 3.2%→2.3%, BOE 4.4%→3.6%, BOJ 0.2%→1.3% — resilience meets rate resets.
@MorganStanley

#equity #credit #Investor #ennovance @mohossain
𝐈𝐬 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐫𝐞𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤? Retail sales +2–4% YoY → GDP forecasts revised up; AAII sentiment rebounding; Fed 4.8%→3.8% by ’27, ECB 3.2%→2.3%, BOE 4.4%→3.6%, BOJ 0.2%→1.3% — resilience meets rate resets. @MorganStanley #equity #credit #Investor #ennovance @mohossain 𝐈𝐬 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐫𝐞𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤? Retail sales +2–4% YoY → GDP forecasts revised up; AAII sentiment rebounding; Fed 4.8%→3.8% by ’27, ECB 3.2%→2.3%, BOE 4.4%→3.6%, BOJ 0.2%→1.3% — resilience meets rate resets. @MorganStanley #equity #credit #Investor #ennovance @mohossain 𝐈𝐬 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐫𝐞𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝟐𝟎𝟐𝟓 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤? Retail sales +2–4% YoY → GDP forecasts revised up; AAII sentiment rebounding; Fed 4.8%→3.8% by ’27, ECB 3.2%→2.3%, BOE 4.4%→3.6%, BOJ 0.2%→1.3% — resilience meets rate resets. @MorganStanley #equity #credit #Investor #ennovance @mohossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4h
𝐈𝐧 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭, 𝐬𝐦𝐚𝐥𝐥 𝐄𝐁𝐈𝐓𝐃𝐀 𝐦𝐞𝐚𝐧𝐬 𝐛𝐢𝐠 𝐭𝐫𝐨𝐮𝐛𝐥𝐞 — 𝐭𝐡𝐞 𝐠𝐫𝐚𝐯𝐞𝐲𝐚𝐫𝐝 𝐟𝐢𝐥𝐥𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐛𝐨𝐭𝐭𝐨𝐦 𝐮𝐩.

M&A #privatedebt #BDC #Privatecredit #fund #Investor #Loan #Ennovance @mohossain
𝐈𝐧 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭, 𝐬𝐦𝐚𝐥𝐥 𝐄𝐁𝐈𝐓𝐃𝐀 𝐦𝐞𝐚𝐧𝐬 𝐛𝐢𝐠 𝐭𝐫𝐨𝐮𝐛𝐥𝐞 — 𝐭𝐡𝐞 𝐠𝐫𝐚𝐯𝐞𝐲𝐚𝐫𝐝 𝐟𝐢𝐥𝐥𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐛𝐨𝐭𝐭𝐨𝐦 𝐮𝐩. M&A #privatedebt #BDC #Privatecredit #fund #Investor #Loan #Ennovance @mohossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭?

New car prices hit record highs:
• Average price: $50k
• 60+ models avg $75K+
• 28% of trade‑ins carry debt greater than the car’s value
• New car sales were strong in September 2025
• buying large trucks

used car price index high
www.washingtonpost.com/business/202... #
𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭? New car prices hit record highs: • Average price: $50,080 (KBB) • 60+ models average $75K+ • 28% of trade‑ins carry debt greater than the car’s value • Average “upside‑down” loan: $6,905 • New car sales were strong in September 2025 • Americans are buying large trucks and SUVs (and some EVs right before the tax deadline) ⬇️ The used car price index remains high and appears stable. For many, car ownership = a debt trap. ⬇️ More in the piece by @SingletaryM via @washingtonpost ht BaMl 📰The average new-car price hit a record $50,000. Can only the rich buy new? https://www.washingtonpost.com/business/2025/10/17/50000-new-car-price-record/ #Auto #loan #CLO #Consumer #Vehicle # 𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭? New car prices hit record highs: • Average price: $50,080 (KBB) • 60+ models average $75K+ • 28% of trade‑ins carry debt greater than the car’s value • Average “upside‑down” loan: $6,905 • New car sales were strong in September 2025 • Americans are buying large trucks and SUVs (and some EVs right before the tax deadline) ⬇️ The used car price index remains high and appears stable. For many, car ownership = a debt trap. ⬇️ More in the piece by @SingletaryM via @washingtonpost ht BaMl 📰The average new-car price hit a record $50,000. Can only the rich buy new? https://www.washingtonpost.com/business/2025/10/17/50000-new-car-price-record/ #Auto #loan #CLO #Consumer #Vehicle # 𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭? New car prices hit record highs: • Average price: $50,080 (KBB) • 60+ models average $75K+ • 28% of trade‑ins carry debt greater than the car’s value • Average “upside‑down” loan: $6,905 • New car sales were strong in September 2025 • Americans are buying large trucks and SUVs (and some EVs right before the tax deadline) ⬇️ The used car price index remains high and appears stable. For many, car ownership = a debt trap. ⬇️ More in the piece by @SingletaryM via @washingtonpost ht BaMl 📰The average new-car price hit a record $50,000. Can only the rich buy new? https://www.washingtonpost.com/business/2025/10/17/50000-new-car-price-record/ #Auto #loan #CLO #Consumer #Vehicle # 𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭? New car prices hit record highs: • Average price: $50,080 (KBB) • 60+ models average $75K+ • 28% of trade‑ins carry debt greater than the car’s value • Average “upside‑down” loan: $6,905 • New car sales were strong in September 2025 • Americans are buying large trucks and SUVs (and some EVs right before the tax deadline) ⬇️ The used car price index remains high and appears stable. For many, car ownership = a debt trap. ⬇️ More in the piece by @SingletaryM via @washingtonpost ht BaMl 📰The average new-car price hit a record $50,000. Can only the rich buy new? https://www.washingtonpost.com/business/2025/10/17/50000-new-car-price-record/ #Auto #loan #CLO #Consumer #Vehicle #
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
Declining density ≠ declining impact

@TempleUniv RAs just unionized. 📣
Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪.

Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key.
📝💡 ✊ #UnionStrong

x.com/mohossain/st...
Declining density ≠ declining impact (Union membership may have fallen from 1 in 4 workers to 1 in 16) @TempleUniv RAs just unionized. 📣 Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪. Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key. 📝💡 ✊ #UnionStrong https://x.com/mohossain/status/1222322824624340992?s=46 @OPEIU @IBEW98 @PACarpenters @PhillyAFLCIO @AFLCIO #PES #wage #inequality @PhillyInquirer https://x.com/mohossain/status/1980039966089490646?s=46 Declining density ≠ declining impact (Union membership may have fallen from 1 in 4 workers to 1 in 16) @TempleUniv RAs just unionized. 📣 Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪. Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key. 📝💡 ✊ #UnionStrong https://x.com/mohossain/status/1222322824624340992?s=46 @OPEIU @IBEW98 @PACarpenters @PhillyAFLCIO @AFLCIO #PES #wage #inequality @PhillyInquirer https://x.com/mohossain/status/1980039966089490646?s=46 Declining density ≠ declining impact (Union membership may have fallen from 1 in 4 workers to 1 in 16) @TempleUniv RAs just unionized. 📣 Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪. Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key. 📝💡 ✊ #UnionStrong https://x.com/mohossain/status/1222322824624340992?s=46 @OPEIU @IBEW98 @PACarpenters @PhillyAFLCIO @AFLCIO #PES #wage #inequality @PhillyInquirer https://x.com/mohossain/status/1980039966089490646?s=46 Declining density ≠ declining impact (Union membership may have fallen from 1 in 4 workers to 1 in 16) @TempleUniv RAs just unionized. 📣 Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪. Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key. 📝💡 ✊ #UnionStrong https://x.com/mohossain/status/1222322824624340992?s=46 @OPEIU @IBEW98 @PACarpenters @PhillyAFLCIO @AFLCIO #PES #wage #inequality @PhillyInquirer https://x.com/mohossain/status/1980039966089490646?s=46
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
. @andrewrsorkin of @SquawkCNBC and NYT #DealBook highlights that 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛 𝑑𝑖𝑑𝑛’𝑡 𝑗𝑢𝑠𝑡 𝑏𝑟𝑒𝑎𝑘 𝐴𝑚𝑒𝑟𝑖𝑐𝑎 𝑖𝑛 1929—𝑖𝑡 𝑏𝑢𝑖𝑙𝑡 𝑖𝑡. 🚀

𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧 𝐨𝐟 ’𝟐𝟗 𝐢𝐬𝐧’𝐭 “𝐝𝐨𝐧’𝐭 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞.

𝑑𝑜𝑛’𝑡 𝑎𝑣𝑜𝑖𝑑 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛—𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑒 𝑟𝑒𝑠𝑝𝑜𝑛𝑠𝑖𝑏𝑙𝑦.

For more ⬇️
x.com/mohossain/st...
. @andrewrsorkin of @SquawkCNBC and NYT #DealBook highlights that 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛 𝑑𝑖𝑑𝑛’𝑡 𝑗𝑢𝑠𝑡 𝑏𝑟𝑒𝑎𝑘 𝐴𝑚𝑒𝑟𝑖𝑐𝑎 𝑖𝑛 1929—𝑖𝑡 𝑏𝑢𝑖𝑙𝑡 𝑖𝑡. 🚀 From railroads to AI, every breakthrough began as a risky bet. 𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧 𝐨𝐟 ’𝟐𝟗 𝐢𝐬𝐧’𝐭 “𝐝𝐨𝐧’𝐭 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞.” 𝐈𝐭’𝐬: 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐥𝐲—𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐫𝐢𝐬𝐤, 𝐭𝐡𝐞𝐫𝐞’𝐬 𝐧𝐨 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧. While the Crash is remembered as a tale of greed and collapse, the deeper truth is that speculation—belief plus risk—has always powered progress: 19th‑century railroads, 20th‑century skyscrapers, and today’s internet, EVs, and AI. Every breakthrough began as a bet that once looked reckless. The problem in 1929 wasn’t optimism—it was unchecked leverage, opacity, and manipulation. That’s why we didn’t abandon speculation after the crash; we regulated it, with guardrails like the SEC and FDIC to make risk‑taking less catastrophic. The enduring lesson: 𝑑𝑜𝑛’𝑡 𝑎𝑣𝑜𝑖𝑑 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛—𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑒 𝑟𝑒𝑠𝑝𝑜𝑛𝑠𝑖𝑏𝑙𝑦. For more ⬇️ https://x.com/mohossain/status/1980031423386993024?s=46
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
the DOEwill resume student loan forgiveness under income-based plans, sparing borrowers next year’s tax shocks and signaling steadier ground for household finances. 🎓

www.nytimes.com/2025/10/17/b...
📌 x.com/mohossain/st...
🧷https://x.com/mohossain/status/1946755359718191465?s=46 g
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
Why fake research is rampant in China
www.economist.com/china/2024/0...

Fraudulent scientific papers are booming
www.economist.com/science-and-...

📰“…fake journal articles being churned out by “paper mills” is doubling every year and a half.”

www.nytimes.com/2025/08/04/s...
Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
Shutdowns = cash‑flow shocks & …
Furloughs, unpaid work, delayed services hit demand + confidence.

Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk?

x.com/mohossain/st...
@PhillyInquirer

x.com/mohossain/st...
Shutdowns = cash‑flow shocks & … Furloughs, unpaid work, delayed services hit demand + confidence. Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk? https://x.com/mohossain/status/1966864785384857610?s=46 ht @PhillyInquirer $JPM #Economy #job https://x.com/mohossain/status/1979980314559828119?s=46 Shutdowns = cash‑flow shocks & … Furloughs, unpaid work, delayed services hit demand + confidence. Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk? https://x.com/mohossain/status/1966864785384857610?s=46 ht @PhillyInquirer $JPM #Economy #job https://x.com/mohossain/status/1979980314559828119?s=46
1 1
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥.

Wall Street's fee machine is humming again.
Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year.

x.com/mohossain/st...
#ennovance
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
Trade war drag? Already fading.

AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds.

Credit stress peaked? Defaults & delinquencies are rolling over.

Tailwinds > headwinds
𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡?
x.com/mohossain/st...
Trade war drag? Already fading. AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds. Credit stress peaked? Defaults & delinquencies are rolling over. Upside risk: Tailwinds > headwinds 𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡? #AmericanExceptionalism #Investing #Economy #TradeWar #Ennovance https://x.com/mohossain/status/1979920422738018619?s=46 @mohossain Trade war drag? Already fading. AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds. Credit stress peaked? Defaults & delinquencies are rolling over. Upside risk: Tailwinds > headwinds 𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡? #AmericanExceptionalism #Investing #Economy #TradeWar #Ennovance https://x.com/mohossain/status/1979920422738018619?s=46 @mohossain Trade war drag? Already fading. AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds. Credit stress peaked? Defaults & delinquencies are rolling over. Upside risk: Tailwinds > headwinds 𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡? #AmericanExceptionalism #Investing #Economy #TradeWar #Ennovance https://x.com/mohossain/status/1979920422738018619?s=46 @mohossain Trade war drag? Already fading. AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds. Credit stress peaked? Defaults & delinquencies are rolling over. Upside risk: Tailwinds > headwinds 𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡? #AmericanExceptionalism #Investing #Economy #TradeWar #Ennovance https://x.com/mohossain/status/1979920422738018619?s=46 @mohossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 1d
𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist

Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t.

x.com/mohossain/st...
#merger #PE #Exit #AI #aGI #Tech
x.com/mohossain/st... #ennovance
𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain 𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain 𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain
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Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
𝐈𝐧 𝐞𝐯𝐞𝐫𝐲 𝐜𝐲𝐜𝐥𝐞, 𝐜𝐨𝐦𝐩𝐥𝐚𝐜𝐞𝐧𝐜𝐲 𝐛𝐫𝐞𝐞𝐝𝐬 𝐛𝐨𝐭𝐡 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲.

2007 echoes are loud—but not all déjà vu is doom. With spreads at historic tights, disciplined investors can lock in cheap financing, ride private credit’s $1.6T growth, & position for dislocations others fear.

x.com/mohossain/st...
𝐈𝐧 𝐞𝐯𝐞𝐫𝐲 𝐜𝐲𝐜𝐥𝐞, 𝐜𝐨𝐦𝐩𝐥𝐚𝐜𝐞𝐧𝐜𝐲 𝐛𝐫𝐞𝐞𝐝𝐬 𝐛𝐨𝐭𝐡 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲. 2007 echoes are loud—but not all déjà vu is doom. With spreads at historic tights, disciplined investors can lock in cheap financing, ride private credit’s $1.6T growth, & position for dislocations others fear. https://x.com/mohossain/status/1979013952672587847?s=46 #PrivateEquity #privatedebt #M2 https://x.com/mohossain/status/1947395480863785461?s=46
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Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 3d
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines:

🛒 Consumers steady (+5% YoY sales)
📉 Recession odds fading fast
💧 Liquidity loose despite Fed hikes
💰 S&P 500 margins near record highs

#Economy #Investing #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance
1 1
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 3d
The @AtlantaFed #GDPNow pegs Q3 ’25 growth at 3.9% 🚀.

Markets juggle inflation risk while still betting on Fed cuts. Growth + easing? Could this be the rare “have your cake & eat it too” moment for investors? 🍰📈

#Investing #Inflation #FederalReserve $ @ennovance #privateequity #stock #valuation
The @AtlantaFed #GDPNow pegs Q3 ’25 growth at 3.9% 🚀. Markets juggle inflation risk while still betting on Fed cuts. Growth + easing? Could this be the rare “have your cake & eat it too” moment for investors? 🍰📈 #Investing #Inflation #FederalReserve $ @mohossain @ennovance #privateequity #stock #valuation
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 3d
𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭?

$5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦.

x.com/mohossain/st...
#Investment #productivity $spx #ennovance
𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭? $5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦. https://x.com/mohossain/status/1974981032203231633?s=46 #Investment #productivity $spx #ennovance 𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭? $5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦. https://x.com/mohossain/status/1974981032203231633?s=46 #Investment #productivity $spx #ennovance
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 3d
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines:

🛒 Consumers steady (+5% YoY sales)
📉 Recession odds fading fast
💧 Liquidity loose despite Fed hikes
💰 S&P 500 margins near record highs

#Economy #Investing #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance
1 1
Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past?

⬇️
@washingtonpost

x.com/mohossain/st...
No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸
1 2
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
𝐈𝐧 𝐞𝐯𝐞𝐫𝐲 𝐜𝐲𝐜𝐥𝐞, 𝐜𝐨𝐦𝐩𝐥𝐚𝐜𝐞𝐧𝐜𝐲 𝐛𝐫𝐞𝐞𝐝𝐬 𝐛𝐨𝐭𝐡 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲.

2007 echoes are loud—but not all déjà vu is doom. With spreads at historic tights, disciplined investors can lock in cheap financing, ride private credit’s $1.6T growth, & position for dislocations others fear.

x.com/mohossain/st...
𝐈𝐧 𝐞𝐯𝐞𝐫𝐲 𝐜𝐲𝐜𝐥𝐞, 𝐜𝐨𝐦𝐩𝐥𝐚𝐜𝐞𝐧𝐜𝐲 𝐛𝐫𝐞𝐞𝐝𝐬 𝐛𝐨𝐭𝐡 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲. 2007 echoes are loud—but not all déjà vu is doom. With spreads at historic tights, disciplined investors can lock in cheap financing, ride private credit’s $1.6T growth, & position for dislocations others fear. https://x.com/mohossain/status/1979013952672587847?s=46 #PrivateEquity #privatedebt #M2 https://x.com/mohossain/status/1947395480863785461?s=46
1 1
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past?

⬇️
@washingtonpost

x.com/mohossain/st...
No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸
1 2
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
VCs have gone all-in on AI: $161B spent YTD—2/3 of all US venture dollars—mostly poured into 10 giants, inflating valuations by nearly $1T.

Investors are betting $1T could yield $10T in value…if AGI “sticks.”

x.com/mohossain/st...
VCs have gone all-in on AI: $161B spent YTD—2/3 of all US venture dollars—mostly poured into 10 giants (OpenAI, Anthropic, xAI, Databricks, etc.), inflating valuations by nearly $1T. Bubble? Sure. But as General Catalyst’s Hemant Taneja says—bubbles align capital & talent. Investors are betting $1T could yield $10T in value…if AGI “sticks.” https://www.ft.com/content/59baba74-c039-4fa7-9d63-b14f8b2bb9e2 #AI #VentureCapital #fund #investments #ennovance https://x.com/mohossain/status/1978679314427068489?s=46 VCs have gone all-in on AI: $161B spent YTD—2/3 of all US venture dollars—mostly poured into 10 giants (OpenAI, Anthropic, xAI, Databricks, etc.), inflating valuations by nearly $1T. Bubble? Sure. But as General Catalyst’s Hemant Taneja says—bubbles align capital & talent. Investors are betting $1T could yield $10T in value…if AGI “sticks.” https://www.ft.com/content/59baba74-c039-4fa7-9d63-b14f8b2bb9e2 #AI #VentureCapital #fund #investments #ennovance https://x.com/mohossain/status/1978679314427068489?s=46 VCs have gone all-in on AI: $161B spent YTD—2/3 of all US venture dollars—mostly poured into 10 giants (OpenAI, Anthropic, xAI, Databricks, etc.), inflating valuations by nearly $1T. Bubble? Sure. But as General Catalyst’s Hemant Taneja says—bubbles align capital & talent. Investors are betting $1T could yield $10T in value…if AGI “sticks.” https://www.ft.com/content/59baba74-c039-4fa7-9d63-b14f8b2bb9e2 #AI #VentureCapital #fund #investments #ennovance https://x.com/mohossain/status/1978679314427068489?s=46