Lightnews — Scholar-powered news

nateingram.bsky.social @nateingram.bsky.social · 2d

Just listened to @gelliottmorris.com and @statenavigate.org discussing the state of VA politics on Strength in Numbers. Amazing the kind of high quality analysis we have of state elections now

2 17

nateingram.bsky.social @nateingram.bsky.social · 7d

Shelter may keep the headline number suppressed (haven’t been as locked in on the data there recently), but consumer experience of inflation on daily goods could get bad again here soon

nateingram.bsky.social @nateingram.bsky.social · 7d

From Apollo this AM. Concerning uptrend here. At a time when the labor market is also 🚮🚮🚮 it’s going to be very challenging for the Fed to balance inflation and labor market strength

1 2

nateingram.bsky.social @nateingram.bsky.social · 7d

When you look at past crises and see private companies, engaging in the bubble of the day, doing deals with complex financing structures, it’s usually presented as ominous foreshadowing. Availability bias to that of course

2

nateingram.bsky.social @nateingram.bsky.social · 11d

Yep, these companies still see a long customer acquisition ramp ahead. But you also see Flutter (Fan Duel parent) for example, recently becoming net income profitable, and consistently growing FCF.

1 1

nateingram.bsky.social @nateingram.bsky.social · 11d

They’re doing better than ever, in fact. Could change in the future at some point of course.

1

nateingram.bsky.social @nateingram.bsky.social · 11d

Very interesting to see large jumps among the core betting demographics

Reposted

Kevin Erdmann @kevinerdmann.bsky.social · 11d

Mortgage Affordability
open.substack.com/pub/kevinerd...

1

Reposted

Payton Chung @westnorth.com · 13d

Newer apartments are SIX TIMES safer from fire deaths than older housing, and FOUR TIMES safer from fire than even new detached houses.
www.pew.org/en/research-...

Modern Multifamily Buildings Provide the Most Fire Protection

A large body of research has demonstrated that apartment buildings and other types of multifamily housing can provide many benefits to a community, especially when built in high-demand areas where hou...

www.pew.org

1 7 47

nateingram.bsky.social @nateingram.bsky.social · 14d

It’s basically like buying a house. The bank will lend to you in the form of a mortgage, which is secured against the asset you are about to buy. The buyer can’t afford to put in 100% equity, much like a PE firm executing an LBO

2

nateingram.bsky.social @nateingram.bsky.social · 19d

Anything related to the Sempra infrastructure unit sale?

1

nateingram.bsky.social @nateingram.bsky.social · 28d

Isn't this just the nature of capitalism? If you have any values beyond return associated with a project, it won't be as streamlined. And the more extreme your "values" are, the slower it will go compared to the value-free (or value-lite) alternative scenario

1

nateingram.bsky.social @nateingram.bsky.social · 29d

Funny joke once, now every moment of downtime is Bargatze hammering the same joke

1 3

nateingram.bsky.social @nateingram.bsky.social · Sep 12

Wondering if this is related to the CAVA, SG, CMG doing poorly while the EAT, CAKE, DRI seem to be doing fine

Reposted

Julia Coronado @jc-econ.bsky.social · Sep 12

Well would you look at that, looks like charges against Governor Cook were based on incomplete and misleading information...

www.reuters.com/world/us/fed...

Exclusive: Fed Governor Cook declared her Atlanta property as “vacation home,” documents show

A loan estimate for an Atlanta home purchased by Lisa Cook, the Federal Reserve governor accused of mortgage fraud by the Trump administration, shows that Cook had declared the property as a “vacation home,” according to a document reviewed by Reuters.

www.reuters.com

2 32 99

Reposted

Randy Clarke @wmatagm.bsky.social · Sep 8

My monthly thx you for recognizing the hard work of Team Metro delivering the service that fuels our national leading growth! I’ll set an alarm for next month!

Joey Politano🏳️‍🌈 @josephpolitano.bsky.social · Sep 6

Another month of US transit agency data is just in, and DC's WMATA remains the fastest-growing major US transit agency, with ridership up 14% compared to last year

SEPTA (Philly) and King County Metro (Seattle) have performed well, while LA Metro & NJTransit have lost riders🧵

a graph of ridership growth from Jan-July 2025 vs 2024 for the 10 largest US transit agencies, showing WMATA at the top followed b

1 5 45

nateingram.bsky.social @nateingram.bsky.social · Sep 6

10 months ago I thought there was a chance they would just keep the lights on, let “business confidence” improve, and take credit for a good economy…

nateingram.bsky.social @nateingram.bsky.social · Sep 5

Construction jobs drying up

2

nateingram.bsky.social @nateingram.bsky.social · Sep 5

Is the view based on some theory that tariff announcements were a one time hit to business confidence?

nateingram.bsky.social @nateingram.bsky.social · Sep 3

Really great charts today Ben

1

nateingram.bsky.social @nateingram.bsky.social · Aug 31

The doves would argue the Fed is closer to the inflation target than their targeted labor market health

Reposted

Conor Sen @conorsen.bsky.social · Aug 31

Prime-age employment-population is falling, the % of consumers who say jobs are hard to get is rising — turning points in these tend to be pretty infrequent and I’m not willing to make a call like that without a strong reason/policy shift:

2 10 60

nateingram.bsky.social @nateingram.bsky.social · Aug 27

This has been a very strong, if somewhat accidental theme of Odd Lots over the years @tracyalloway.bsky.social @weisenthal.bsky.social

2

nateingram.bsky.social @nateingram.bsky.social · Aug 25

Finally got to reading this, great work Alex

1 1

nateingram.bsky.social @nateingram.bsky.social · Aug 19

Pretty slight miss though, and they reaffirmed guidance right