ValueAnalyst
@valueanalyst.bsky.social
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The bigger they are, the harder they fall.
February 12, 2026 at 5:19 PM
The bigger they are, the harder they fall.
Reposted by ValueAnalyst
February 11, 2026 at 5:25 PM
Reposted by ValueAnalyst
"[The revisions are] not a sign that the Bureau of Labor Statistics is asleep at the wheel. We had some major dynamics in the economy, and it's really tough to measure in real time. We've got better data today, and that's a great starting point for understanding!" youtu.be/7yDDjbEZ_U8#...
US Adds 130,000 Jobs in January, Unemployment Falls
YouTube video by Bloomberg Podcasts
youtu.be
February 11, 2026 at 7:42 PM
"[The revisions are] not a sign that the Bureau of Labor Statistics is asleep at the wheel. We had some major dynamics in the economy, and it's really tough to measure in real time. We've got better data today, and that's a great starting point for understanding!" youtu.be/7yDDjbEZ_U8#...
This is not talked about enough
Job Openings down 13% YoY
www.bls.gov/news.release...
www.bls.gov/news.release...
February 11, 2026 at 7:58 PM
This is not talked about enough
Existing home sales likely down YoY despite 1% lower mortgage rates
I'm surprised the consensus for existing home sales in January is for a solid year-over-year gain (around +4%). With the NAR reporting much earlier each month this year, it is hard to gather enough local data to know for sure - but I think sales were down YoY.
1st Look at Local Housing Markets in January
calculatedrisk.substack.com/p/1st-look-a...
Most of the areas hit hard by “Winter Storm Fern” have not reported yet ... so seasonally adjusted existing home sales in January could be weaker than this early data suggests.
calculatedrisk.substack.com/p/1st-look-a...
Most of the areas hit hard by “Winter Storm Fern” have not reported yet ... so seasonally adjusted existing home sales in January could be weaker than this early data suggests.
February 11, 2026 at 7:57 PM
Existing home sales likely down YoY despite 1% lower mortgage rates
Reposted by ValueAnalyst
BofA: “We lowered our 4Q GDP tracking estimate four-tenths to 2.0% q/q saar following the
softer-than-expected retail sales report.”
softer-than-expected retail sales report.”
February 11, 2026 at 12:57 PM
BofA: “We lowered our 4Q GDP tracking estimate four-tenths to 2.0% q/q saar following the
softer-than-expected retail sales report.”
softer-than-expected retail sales report.”