Owen
@owenlavine.bsky.social
Reposted by Owen
Bond markets would HATE him. It’s going to Warsh. The Dimon endorsement was the Street’s signal they’ll compromise on him.
December 15, 2025 at 3:22 PM
Bond markets would HATE him. It’s going to Warsh. The Dimon endorsement was the Street’s signal they’ll compromise on him.
Reposted by Owen
US TRADE DEFICIT SURGES AS IMPORTS RISE The US trade deficit widened to $56.8B in November, up from the lowest level since 2009, as imports rebounded and exports fell, Commerce Department data show. Imports rose 5%, led by pharmaceuticals and capital goods, while exports fell
January 29, 2026 at 1:57 PM
US TRADE DEFICIT SURGES AS IMPORTS RISE The US trade deficit widened to $56.8B in November, up from the lowest level since 2009, as imports rebounded and exports fell, Commerce Department data show. Imports rose 5%, led by pharmaceuticals and capital goods, while exports fell
Gold is going to end bitcoin
January 24, 2026 at 5:44 AM
Gold is going to end bitcoin
Reposted by Owen
Breaking NYT:
The FBI agent who sought to investigate the federal immigration officer who fatally shot Renee Good has resigned from the bureau, according to two people familiar with the matter, after leadership pressured her to discontinue a civil rights inquiry into the officer.
The FBI agent who sought to investigate the federal immigration officer who fatally shot Renee Good has resigned from the bureau, according to two people familiar with the matter, after leadership pressured her to discontinue a civil rights inquiry into the officer.
F.B.I. Agent Who Tried to Investigate ICE Officer in Shooting Resigns
www.nytimes.com
January 23, 2026 at 11:15 PM
Breaking NYT:
The FBI agent who sought to investigate the federal immigration officer who fatally shot Renee Good has resigned from the bureau, according to two people familiar with the matter, after leadership pressured her to discontinue a civil rights inquiry into the officer.
The FBI agent who sought to investigate the federal immigration officer who fatally shot Renee Good has resigned from the bureau, according to two people familiar with the matter, after leadership pressured her to discontinue a civil rights inquiry into the officer.
Reverse crowding out? www.credaily.com/briefs/corpo...
Corporate Bonds Pressure Treasuries, Impacting Rates
Corporate bond surge in 2026 may pressure Treasuries and push rates higher as investor demand shifts and deficits grow.
www.credaily.com
January 15, 2026 at 1:49 AM
Reverse crowding out? www.credaily.com/briefs/corpo...
Investigating Powell indicates the Trump admin is very very nervous about the economy and thinks rates need to come down ASAP.
January 13, 2026 at 7:59 PM
Investigating Powell indicates the Trump admin is very very nervous about the economy and thinks rates need to come down ASAP.
Reposted by Owen
Video message from Federal Reserve Chair Jerome H. Powell:
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
Statement by Federal Reserve Chair Jerome H. Powell
YouTube video by Federal Reserve
www.youtube.com
January 12, 2026 at 12:35 AM
Video message from Federal Reserve Chair Jerome H. Powell:
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
I really hope this isnt how narrow and common this type of analysis among bond traders is… BBB is going to be a sledgehammer to consumers with medicaid cute. Pithy tax cuts arent going to make a difference. finance.yahoo.com/news/more-bo...
January 12, 2026 at 4:51 AM
I really hope this isnt how narrow and common this type of analysis among bond traders is… BBB is going to be a sledgehammer to consumers with medicaid cute. Pithy tax cuts arent going to make a difference. finance.yahoo.com/news/more-bo...
Reposted by Owen
Analysis: global AI-related companies drove ~40% of benchmark convertible bond index returns in 2025, pushing the amount raised to $166.5B, the most since 2001 (Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
January 11, 2026 at 6:45 AM
Analysis: global AI-related companies drove ~40% of benchmark convertible bond index returns in 2025, pushing the amount raised to $166.5B, the most since 2001 (Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
What if the judge simply dismisses the case with prejudice, then what? Do we send Maduro back or are they just going to kill him.
January 4, 2026 at 11:49 PM
What if the judge simply dismisses the case with prejudice, then what? Do we send Maduro back or are they just going to kill him.
I don’t want to see any of your crap digital drawings.
December 27, 2025 at 5:20 AM
I don’t want to see any of your crap digital drawings.
Reposted by Owen
BREAKING: Government officials and "politically exposed individuals” were intentionally redacted in the Epstein files, per FOX
December 19, 2025 at 11:50 PM
BREAKING: Government officials and "politically exposed individuals” were intentionally redacted in the Epstein files, per FOX
I understand the Fed is not saying explicitly that tariffs are inflationary, but is that indicative of them not thinking that or baking that into decisions? It may simply be for public appearances: the fed does not weigh into fiscal policy, but privately they understand tariff impacts.
December 15, 2025 at 5:38 PM
I understand the Fed is not saying explicitly that tariffs are inflationary, but is that indicative of them not thinking that or baking that into decisions? It may simply be for public appearances: the fed does not weigh into fiscal policy, but privately they understand tariff impacts.
The European Union is the most beautiful thing humans have ever created. It ought to be expanded to encompass all of humanity
December 9, 2025 at 1:29 AM
The European Union is the most beautiful thing humans have ever created. It ought to be expanded to encompass all of humanity
China instructed data centers not to use Nvidia chips in November, the illicit trade of Nvidia chips was still happening then, and now that they are legal they are still more expensive due to Trump’s tax. How is this supposed to help Nvidia?
China’s strategy on AI also seems to favor less compute.
China’s strategy on AI also seems to favor less compute.
December 8, 2025 at 11:37 PM
China instructed data centers not to use Nvidia chips in November, the illicit trade of Nvidia chips was still happening then, and now that they are legal they are still more expensive due to Trump’s tax. How is this supposed to help Nvidia?
China’s strategy on AI also seems to favor less compute.
China’s strategy on AI also seems to favor less compute.
1 GW of LNG power expected to take 4 years to build for data centers. www.powermag.com/dominion-see...
Dominion Seeks Virginia Approval for 1-GW Gas-Fired Power Plant
Dominion Energy has asked Virginia officials to approve its request to build a new 1-GW natural gas-fired power plant, as the company seeks to add more generation capacity to help serve surging demand...
www.powermag.com
December 8, 2025 at 12:51 PM
1 GW of LNG power expected to take 4 years to build for data centers. www.powermag.com/dominion-see...
So… is he still a farmer?
Treasury Secretary Bessent confirms he has sold off his soybean farming interests.
December 8, 2025 at 2:02 AM
So… is he still a farmer?
Some guys whole job is just respond to tweets
November 22, 2025 at 12:03 AM
Some guys whole job is just respond to tweets
Sorry I thought a Fed governor did research this is nuts
JEFFERSON SAYS AI-RELATED STOCK GAINS UNLIKE DOT-COM BOOM LARGELY BECAUSE AI FIRMS HAVE ACTUAL EARNINGS
November 21, 2025 at 2:05 PM
Sorry I thought a Fed governor did research this is nuts
Dec cut not happening. I’d imagine Jan not either.
November 20, 2025 at 1:51 PM
Dec cut not happening. I’d imagine Jan not either.
Nvidia popping on earnings last night and then the analysis being from the journal today is that fears around an AI bubble have been “soothed” is like saying shovel sales have surged, therefore there’s gold in California. I guess the street can’t conceive of so much Capex without promised returns.
November 20, 2025 at 1:46 PM
Nvidia popping on earnings last night and then the analysis being from the journal today is that fears around an AI bubble have been “soothed” is like saying shovel sales have surged, therefore there’s gold in California. I guess the street can’t conceive of so much Capex without promised returns.
Reposted by Owen
BESSENT: “THE $2,000 DIVIDEND COULD COME IN LOTS OF FORMS… IT COULD BE JUST THE TAX DECREASES. IT COULD BE NO TAX ON TIPS.”
November 17, 2025 at 12:26 AM
BESSENT: “THE $2,000 DIVIDEND COULD COME IN LOTS OF FORMS… IT COULD BE JUST THE TAX DECREASES. IT COULD BE NO TAX ON TIPS.”
Reposted by Owen
just saw the worst gaming ad ive ever seen
November 15, 2025 at 4:32 AM
just saw the worst gaming ad ive ever seen