Carl Quintanilla
@carlquintanilla.bsky.social
26+ years at @CNBC and @NBCNews / @WSJ alum / board member, NY City Center & Sag Harbor Cinema
Pinned
Here’s an easy way to find out how to donate to your local food bank this weekend. 🇺🇸
@feedingamerica.org
give.feedingamerica.org/a/donate
@feedingamerica.org
give.feedingamerica.org/a/donate
PIMCO, on shutdown:
“.. While Democrats arguably lost on policy, they seemingly won the political fight, pushing up their approval ratings while at the same time, seeing Trump’s soften .. While the House looks likely to flip to Democratic control at this point .. a year is a very long time ..”
“.. While Democrats arguably lost on policy, they seemingly won the political fight, pushing up their approval ratings while at the same time, seeing Trump’s soften .. While the House looks likely to flip to Democratic control at this point .. a year is a very long time ..”
November 10, 2025 at 5:37 PM
PIMCO, on shutdown:
“.. While Democrats arguably lost on policy, they seemingly won the political fight, pushing up their approval ratings while at the same time, seeing Trump’s soften .. While the House looks likely to flip to Democratic control at this point .. a year is a very long time ..”
“.. While Democrats arguably lost on policy, they seemingly won the political fight, pushing up their approval ratings while at the same time, seeing Trump’s soften .. While the House looks likely to flip to Democratic control at this point .. a year is a very long time ..”
November 10, 2025 at 5:24 PM
November 10, 2025 at 5:16 PM
“.. the latest sign of pushback against the AI boom buoying the U.S. economy and markets while straining power producers’ ability to keep up.”
@wsj.com $META $GOOGL $ORCL
www.wsj.com/politics/pol...
@wsj.com $META $GOOGL $ORCL
www.wsj.com/politics/pol...
November 10, 2025 at 5:13 PM
“.. the latest sign of pushback against the AI boom buoying the U.S. economy and markets while straining power producers’ ability to keep up.”
@wsj.com $META $GOOGL $ORCL
www.wsj.com/politics/pol...
@wsj.com $META $GOOGL $ORCL
www.wsj.com/politics/pol...
November 10, 2025 at 5:03 PM
BURRY won’t let up — now arguing that Oracle and Meta are overstating earnings by understating depreciation:
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
November 10, 2025 at 4:58 PM
BURRY won’t let up — now arguing that Oracle and Meta are overstating earnings by understating depreciation:
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
What a great long-term recruiting pitch: come do this high-stress job, you may have to work for free at some point — and if you try to feed your family with a side gig, you’ll be punished. 🤡
@politico.com
www.politico.com/news/2025/11...
@politico.com
www.politico.com/news/2025/11...
November 10, 2025 at 4:50 PM
What a great long-term recruiting pitch: come do this high-stress job, you may have to work for free at some point — and if you try to feed your family with a side gig, you’ll be punished. 🤡
@politico.com
www.politico.com/news/2025/11...
@politico.com
www.politico.com/news/2025/11...
Interesting to see GOLDMAN — which has been pretty constructive on the sustainability of the AI/capex spend — start to fold in some caution:
“.. history suggests that today’s tight credit spreads may be vulnerable not just to downside risks to the economy
but to increased use of debt ..” 👀
“.. history suggests that today’s tight credit spreads may be vulnerable not just to downside risks to the economy
but to increased use of debt ..” 👀
November 10, 2025 at 4:47 PM
Interesting to see GOLDMAN — which has been pretty constructive on the sustainability of the AI/capex spend — start to fold in some caution:
“.. history suggests that today’s tight credit spreads may be vulnerable not just to downside risks to the economy
but to increased use of debt ..” 👀
“.. history suggests that today’s tight credit spreads may be vulnerable not just to downside risks to the economy
but to increased use of debt ..” 👀
November 10, 2025 at 3:56 PM
SOLICITOR GENERAL SAUER, last week: “.. They are not revenue-raising tariffs.” 🤡
November 10, 2025 at 3:51 PM
SOLICITOR GENERAL SAUER, last week: “.. They are not revenue-raising tariffs.” 🤡
OSCAR ISAAC, on whether he'd return to "Star Wars":
".. Yeah. I mean, I’d be open to it, although right now I’m not so open to working with Disney. But if they can kinda figure it out and, you know, not succumb to fascism, that would be great."
@variety.com $DIS
variety.com/2025/film/ne...
".. Yeah. I mean, I’d be open to it, although right now I’m not so open to working with Disney. But if they can kinda figure it out and, you know, not succumb to fascism, that would be great."
@variety.com $DIS
variety.com/2025/film/ne...
Oscar Isaac Was ‘Not So Open to Working With Disney’ After Jimmy Kimmel Suspension, Said He’d Return to ‘Star Wars’ if Disney Does ‘Not Succumb to Fascism’
Oscar Isaac was not open to working with Disney after Jimmy Kimmel's suspension and will only return to 'Star Wars' if the studio avoids fascism.
variety.com
November 10, 2025 at 3:28 PM
OSCAR ISAAC, on whether he'd return to "Star Wars":
".. Yeah. I mean, I’d be open to it, although right now I’m not so open to working with Disney. But if they can kinda figure it out and, you know, not succumb to fascism, that would be great."
@variety.com $DIS
variety.com/2025/film/ne...
".. Yeah. I mean, I’d be open to it, although right now I’m not so open to working with Disney. But if they can kinda figure it out and, you know, not succumb to fascism, that would be great."
@variety.com $DIS
variety.com/2025/film/ne...
Reposted by Carl Quintanilla
JPMAM thinks Oct lost 35k jobs
November 10, 2025 at 3:15 PM
JPMAM thinks Oct lost 35k jobs
GOLDMAN: ".. We see a growing risk that the imbalances that built up in the 1990s will become more visible as the AI investment boom extends.
".. a greater reliance on debt finance; .. more complicated vendor financing .. and a Fed that is cutting rates into a non-recessionary period."
".. a greater reliance on debt finance; .. more complicated vendor financing .. and a Fed that is cutting rates into a non-recessionary period."
November 10, 2025 at 3:07 PM
GOLDMAN: ".. We see a growing risk that the imbalances that built up in the 1990s will become more visible as the AI investment boom extends.
".. a greater reliance on debt finance; .. more complicated vendor financing .. and a Fed that is cutting rates into a non-recessionary period."
".. a greater reliance on debt finance; .. more complicated vendor financing .. and a Fed that is cutting rates into a non-recessionary period."
November 10, 2025 at 2:58 PM
Reposted by Carl Quintanilla
WASHINGTON (AP) - Supreme Court rejects call to overturn its decision legalizing same-sex marriage nationwide.
@apnews.com
@apnews.com
November 10, 2025 at 2:48 PM
WASHINGTON (AP) - Supreme Court rejects call to overturn its decision legalizing same-sex marriage nationwide.
@apnews.com
@apnews.com
MIZUHO DESK: Today, we have "another broken down SMID cap growth software company get even more busted." $MNDY was already down 20% YTD .. looks to open lower by another 20-21% .. as the bears now have the ammunition they wanted to suggest a share loss, growth slowdown thesis acerating into 2026 .."
November 10, 2025 at 2:32 PM
MIZUHO DESK: Today, we have "another broken down SMID cap growth software company get even more busted." $MNDY was already down 20% YTD .. looks to open lower by another 20-21% .. as the bears now have the ammunition they wanted to suggest a share loss, growth slowdown thesis acerating into 2026 .."
“.. The combined tariffs are among the steepest faced by any product targeted by the Trump administration.”
@wsj.com @followtheh.bsky.social
www.wsj.com/world/europe...
@wsj.com @followtheh.bsky.social
www.wsj.com/world/europe...
November 10, 2025 at 2:16 PM
“.. The combined tariffs are among the steepest faced by any product targeted by the Trump administration.”
@wsj.com @followtheh.bsky.social
www.wsj.com/world/europe...
@wsj.com @followtheh.bsky.social
www.wsj.com/world/europe...
“Tell your children who the cowards were.”
- Ta-Nehisi Coates
- Ta-Nehisi Coates
Never forget who sold us out:
Hassan
King
Cortez-Masto
Shaheen
Kaine
Fetterman
Durbin
Rosen
Hassan
King
Cortez-Masto
Shaheen
Kaine
Fetterman
Durbin
Rosen
November 10, 2025 at 1:47 PM
“Tell your children who the cowards were.”
- Ta-Nehisi Coates
- Ta-Nehisi Coates
Reposted by Carl Quintanilla
Here’s an oldie but a goodie: “DOGE rebates” 🤡
“..the proposal would distribute .. $5,000 per household for the 78 million households that pay federal income tax.”
@wutangforchildren.bsky.social
“..the proposal would distribute .. $5,000 per household for the 78 million households that pay federal income tax.”
@wutangforchildren.bsky.social
November 8, 2025 at 3:09 PM
Here’s an oldie but a goodie: “DOGE rebates” 🤡
“..the proposal would distribute .. $5,000 per household for the 78 million households that pay federal income tax.”
@wutangforchildren.bsky.social
“..the proposal would distribute .. $5,000 per household for the 78 million households that pay federal income tax.”
@wutangforchildren.bsky.social
November 10, 2025 at 1:24 PM
The administration went all the way to the Supreme Court on Friday night to halt food-stamp funding. 🤡
Shaheen: "When I talk to my constituents in New Hampshire, you know what they say to me? They say, 'Why can't you all just work together to address the problems that are facing this country?'"
November 10, 2025 at 1:19 PM
The administration went all the way to the Supreme Court on Friday night to halt food-stamp funding. 🤡
Reposted by Carl Quintanilla
Kyle Kingsbury is not a journalist. He is not an op-ed writer.
He is a computer safety researcher.
And he has written one of the most compelling, comprehensive accounts of the ongoing hell in Chicago that you could possibly imagine.
In under 1600 words.
aphyr.com/posts/397-i-...
He is a computer safety researcher.
And he has written one of the most compelling, comprehensive accounts of the ongoing hell in Chicago that you could possibly imagine.
In under 1600 words.
aphyr.com/posts/397-i-...
November 9, 2025 at 8:49 PM
Kyle Kingsbury is not a journalist. He is not an op-ed writer.
He is a computer safety researcher.
And he has written one of the most compelling, comprehensive accounts of the ongoing hell in Chicago that you could possibly imagine.
In under 1600 words.
aphyr.com/posts/397-i-...
He is a computer safety researcher.
And he has written one of the most compelling, comprehensive accounts of the ongoing hell in Chicago that you could possibly imagine.
In under 1600 words.
aphyr.com/posts/397-i-...
“.. As the raids have continued, consumers have started to question whether the company’s silence makes it an accomplice to the sweeps rather than merely the backdrop. .. A backlash is coming for the company.”
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
November 10, 2025 at 12:48 PM
“.. As the raids have continued, consumers have started to question whether the company’s silence makes it an accomplice to the sweeps rather than merely the backdrop. .. A backlash is coming for the company.”
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
Reposted by Carl Quintanilla
To the Dems that surrendered...this is who you're trusting to negotiate with.
November 10, 2025 at 12:35 PM
To the Dems that surrendered...this is who you're trusting to negotiate with.