Linda
@lindalebrun.bsky.social
Partnerships for Finance, Investing, and Business @ Bluesky
Reposted by Linda
Reposted by Linda
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
November 14, 2025 at 7:23 PM
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
Reposted by Linda
Today on an all new LIVE episode of The Compound and Friends, our special guest Joe Terranova joins us to discuss the number one question on investors' minds today
YouTube:
www.youtube.com/watch?v=pUFK...
Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...
YouTube:
www.youtube.com/watch?v=pUFK...
Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...
Quality in the Streets, Momentum in the Sheets | TCAF 217
YouTube video by The Compound
www.youtube.com
November 14, 2025 at 3:14 PM
Today on an all new LIVE episode of The Compound and Friends, our special guest Joe Terranova joins us to discuss the number one question on investors' minds today
YouTube:
www.youtube.com/watch?v=pUFK...
Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...
YouTube:
www.youtube.com/watch?v=pUFK...
Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...
So much thoughtful insight in this must-read essay by @kyla.bsky.social on deteriorating institutional trust & youth alienation in the age of AI kyla.substack.com/p/30-days-9-...
30 Days, 8 Cities, 1 Question: Where Did American Prosperity Go?
Traveling the country to understand it
kyla.substack.com
November 14, 2025 at 6:31 PM
So much thoughtful insight in this must-read essay by @kyla.bsky.social on deteriorating institutional trust & youth alienation in the age of AI kyla.substack.com/p/30-days-9-...
Reposted by Linda
* FED'S KASHKARI SAYS INFLATION STILL TOO HIGH, AT 3%
* FED'S KASHKARI SAYS MIXED SIGNALS FROM ECONOMY
* FED'S KASHKARI SAYS SOME SECTORS OF LABOR MARKET LOOK UNDER PRESSURE
* FED'S KASHKARI SAYS MIXED SIGNALS FROM ECONOMY
* FED'S KASHKARI SAYS SOME SECTORS OF LABOR MARKET LOOK UNDER PRESSURE
November 13, 2025 at 3:38 PM
* FED'S KASHKARI SAYS INFLATION STILL TOO HIGH, AT 3%
* FED'S KASHKARI SAYS MIXED SIGNALS FROM ECONOMY
* FED'S KASHKARI SAYS SOME SECTORS OF LABOR MARKET LOOK UNDER PRESSURE
* FED'S KASHKARI SAYS MIXED SIGNALS FROM ECONOMY
* FED'S KASHKARI SAYS SOME SECTORS OF LABOR MARKET LOOK UNDER PRESSURE
Reposted by Linda
This morning, we released part 2 of our quick Q3'25 earnings notes.
$REAL crossed the 3x line, and we're pleased by the results.
$KITS.TO announced a record-breaking sales week
$SNWV recovering nicely from CMS changes
$LNSR arb is iffy
Find it below
www.cedargroveresearch.com/p/bunch-of-q...
$REAL crossed the 3x line, and we're pleased by the results.
$KITS.TO announced a record-breaking sales week
$SNWV recovering nicely from CMS changes
$LNSR arb is iffy
Find it below
www.cedargroveresearch.com/p/bunch-of-q...
November 13, 2025 at 2:41 PM
This morning, we released part 2 of our quick Q3'25 earnings notes.
$REAL crossed the 3x line, and we're pleased by the results.
$KITS.TO announced a record-breaking sales week
$SNWV recovering nicely from CMS changes
$LNSR arb is iffy
Find it below
www.cedargroveresearch.com/p/bunch-of-q...
$REAL crossed the 3x line, and we're pleased by the results.
$KITS.TO announced a record-breaking sales week
$SNWV recovering nicely from CMS changes
$LNSR arb is iffy
Find it below
www.cedargroveresearch.com/p/bunch-of-q...
Reposted by Linda
Market at highs, breadth lagging—what then?
Two-time Dow Award winner Andrew Thrasher joins me to discuss volatility “tsunamis,” the 5% canary, and the routines that keep us aligned with trend (not headlines).
Watch: youtu.be/dKWPQHpSBf0
#Investing #TechnicalAnalysis #Breadth
Two-time Dow Award winner Andrew Thrasher joins me to discuss volatility “tsunamis,” the 5% canary, and the routines that keep us aligned with trend (not headlines).
Watch: youtu.be/dKWPQHpSBf0
#Investing #TechnicalAnalysis #Breadth
Andrew Thrasher on Market Breadth, Volatility “Tsunamis,” and Risk: Building a Process That Works
YouTube video by Market Misbehavior with David Keller, CMT
youtu.be
November 13, 2025 at 3:00 PM
Market at highs, breadth lagging—what then?
Two-time Dow Award winner Andrew Thrasher joins me to discuss volatility “tsunamis,” the 5% canary, and the routines that keep us aligned with trend (not headlines).
Watch: youtu.be/dKWPQHpSBf0
#Investing #TechnicalAnalysis #Breadth
Two-time Dow Award winner Andrew Thrasher joins me to discuss volatility “tsunamis,” the 5% canary, and the routines that keep us aligned with trend (not headlines).
Watch: youtu.be/dKWPQHpSBf0
#Investing #TechnicalAnalysis #Breadth
Reposted by Linda
Benny and The Squirrel: Episode 3. Get the full show at www.blindsquirrelmac...
November 14, 2025 at 1:12 AM
Benny and The Squirrel: Episode 3. Get the full show at www.blindsquirrelmac...
Reposted by Linda
Nice to see The Juice on Bluesky and this makes EURUSD interesting
ECB's Villeroy: I expect to raise growth forecasts
November 12, 2025 at 6:32 PM
Nice to see The Juice on Bluesky and this makes EURUSD interesting
Reposted by Linda
Do not agree with everything from Brainard in this piece but this section is on the money IMO
www.foreignaffairs.c...
www.foreignaffairs.c...
November 13, 2025 at 8:28 PM
Do not agree with everything from Brainard in this piece but this section is on the money IMO
www.foreignaffairs.c...
www.foreignaffairs.c...
Reposted by Linda
I used to think recession was the absolute worst thing that could happen because recessions do economic damage, harm household finances, break up marriages, cause alcoholism and suicides and could potentially lead to depressions. I don’t think that anymore.
www.downtownjoshbrown.com/p/there-s-so...
www.downtownjoshbrown.com/p/there-s-so...
There's something worse than recession and we're already in it.
Mamdani, Trump are just opposite expressions of the same problem
www.downtownjoshbrown.com
November 8, 2025 at 4:28 PM
I used to think recession was the absolute worst thing that could happen because recessions do economic damage, harm household finances, break up marriages, cause alcoholism and suicides and could potentially lead to depressions. I don’t think that anymore.
www.downtownjoshbrown.com/p/there-s-so...
www.downtownjoshbrown.com/p/there-s-so...
Excited for the debut of Algoflows on Bluesky! As one of the most influential market commentators with thousands of subscribers to his blog, Algoflows teaches structure instead of signals in his coverage of indices, equities, and crytpo. Give him a follow ⬇️⬇️⬇️
November 13, 2025 at 10:18 PM
Excited for the debut of Algoflows on Bluesky! As one of the most influential market commentators with thousands of subscribers to his blog, Algoflows teaches structure instead of signals in his coverage of indices, equities, and crytpo. Give him a follow ⬇️⬇️⬇️
Reposted by Linda
The life of an 89-year old billionaire. Daily martinis and betting on NFL games (WSJ)
November 5, 2025 at 1:20 PM
The life of an 89-year old billionaire. Daily martinis and betting on NFL games (WSJ)
Reposted by Linda
Houston, we have a problem
November 8, 2025 at 2:52 PM
Houston, we have a problem
Reposted by Linda
Today's moontower post was a tutorial on the Binomial Option model which is commonly used to for Amercian sttyle options (I wrote about early exercise and optimal early exercise last week)
moontower.substack.com/p/moontower-...
moontower.substack.com/p/moontower-...
Moontower Binomial Tree Explainer
Friends,
moontower.substack.com
November 13, 2025 at 6:49 PM
Today's moontower post was a tutorial on the Binomial Option model which is commonly used to for Amercian sttyle options (I wrote about early exercise and optimal early exercise last week)
moontower.substack.com/p/moontower-...
moontower.substack.com/p/moontower-...
🧃🧃🧃🧃🧃 bsky.app/profile/howa...
Bluesky has reached Prospect-Assigned-to-G-League levels of resonance. That's when you know you've hit with the NBA hardcores. #NBASky
bluesky has the juice
November 13, 2025 at 6:39 PM
🧃🧃🧃🧃🧃 bsky.app/profile/howa...
Reposted by Linda
BREAKING 🚨: Michael Burry
Michael Burry to close down his hedge fund by year end after acknowledging he doesn't understand today's market
Michael Burry to close down his hedge fund by year end after acknowledging he doesn't understand today's market
November 13, 2025 at 10:40 AM
BREAKING 🚨: Michael Burry
Michael Burry to close down his hedge fund by year end after acknowledging he doesn't understand today's market
Michael Burry to close down his hedge fund by year end after acknowledging he doesn't understand today's market
Reposted by Linda
Morgan Stanley out this morning that $HIMS October data looking pretty bleak
November 12, 2025 at 4:04 PM
Morgan Stanley out this morning that $HIMS October data looking pretty bleak
How did it take me this long to realize Windows key + H allows me to dictate emails...
November 12, 2025 at 5:15 PM
How did it take me this long to realize Windows key + H allows me to dictate emails...
Reposted by Linda
Reposted by Linda
$AMD | AMD Predicts Accelerating Sales Growth Driven By Data Centres – @bloomberg.com
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
AMD Predicts Accelerating Sales Growth Driven by Data Centers
Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI chips, predicted accelerating sales growth over the next five years, driven by strong demand for its data center products.
www.bloomberg.com
November 11, 2025 at 7:22 PM
$AMD | AMD Predicts Accelerating Sales Growth Driven By Data Centres – @bloomberg.com
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Just caught up with @alexrkonrad.bsky.social, founder of Upstarts Media, which launched earlier this year and has built a big fan base among tech industry insiders. Terrific follow if you want the inside scoop on trends, personalities, and innovation in the tech ecosystem bsky.app/profile/alex...
"People thought it was insane." Now women's health startup Gameto has helped with 9 healthy births and raised $127M to date.
CEO Dina Radenkovic Turner spoke with
@upstarts.bsky.social about her startup's plans to take on menopause and ovarian health next.
www.upstartsmedia.com/p/exclusive-...
CEO Dina Radenkovic Turner spoke with
@upstarts.bsky.social about her startup's plans to take on menopause and ovarian health next.
www.upstartsmedia.com/p/exclusive-...
November 11, 2025 at 9:29 PM
Just caught up with @alexrkonrad.bsky.social, founder of Upstarts Media, which launched earlier this year and has built a big fan base among tech industry insiders. Terrific follow if you want the inside scoop on trends, personalities, and innovation in the tech ecosystem bsky.app/profile/alex...
Some FinTwit history I dug up, Brent Donnelly's famous "top accounts on FinTwit" list from 2021, here's part of it... @timduy.bsky.social @ivanthek.bsky.social @ljkawa.bsky.social @quantian.bsky.social @moontower.bsky.social @topdowncharts.bsky.social @parikpatelcfa.bsky.social got nods
November 11, 2025 at 7:39 PM
Some FinTwit history I dug up, Brent Donnelly's famous "top accounts on FinTwit" list from 2021, here's part of it... @timduy.bsky.social @ivanthek.bsky.social @ljkawa.bsky.social @quantian.bsky.social @moontower.bsky.social @topdowncharts.bsky.social @parikpatelcfa.bsky.social got nods
Reposted by Linda
50-year mortgages.
15-year auto loans.
It’s almost as if they don’t want you owning anything.
15-year auto loans.
It’s almost as if they don’t want you owning anything.
November 11, 2025 at 3:18 PM
50-year mortgages.
15-year auto loans.
It’s almost as if they don’t want you owning anything.
15-year auto loans.
It’s almost as if they don’t want you owning anything.
Reposted by Linda
$REAL up 25% right now on killer earnings. We first wrote about this position when it was trading at just $5.13.
With how well the company is executing, it might end up being a 3x for us by the end of the year.
Once again, appreciate all those who've supported our work.
With how well the company is executing, it might end up being a 3x for us by the end of the year.
Once again, appreciate all those who've supported our work.
November 11, 2025 at 2:47 PM
$REAL up 25% right now on killer earnings. We first wrote about this position when it was trading at just $5.13.
With how well the company is executing, it might end up being a 3x for us by the end of the year.
Once again, appreciate all those who've supported our work.
With how well the company is executing, it might end up being a 3x for us by the end of the year.
Once again, appreciate all those who've supported our work.