New Fed Chairs Not Always Tested by Immediate Crises
“There's always been a perception that new Fed Chairs are swiftly tested by significant events shortly after taking office; but the historical evidence paints a mixed picture on that.” - DB’s Reid https://t.co/pwAXXf6spF
2026 May Mirror 2023 Market Gains, Says Morgan Stanley
"...We respect the “wisdom of the crowd” and appreciate that last year, markets ultimately rose more than 16% on 12% earnings growth. In fact, with the US economy no longer as sensitive to oil prices, consumer sentiment and the level...
Rebranding TKerLLC: Investing Newsletter for the Reluctant
I think this is a sign I should rebrand @TKerLLC as the investing newsletter for people who don’t like investing 📈📈 https://t.co/2VkhAvguUw
92% of S&P 500 Firms Beat Forecasts, Median +5%
“Of the 49 companies that have reported so far (10% of the S&P 500): Overall, 92% are beating estimates, and those that “beat” are beating by a median of 5%.” - @fundstrat
Glove Additives Mimic Microplastics, Complicating Detection
“…special substances added to disposable gloves to make them separate from molds more easily, called stearates, are chemically very similar to microplastics, making them almost impossible to distinguish in the lab.”
Phishing Tactics Shift From Freebies to Political Pitches
Evolution of phishing scams: -“Click here to redeem a free iPhone” -“This is USPS. We’re holding your package” -“Vote for me to co-host a podcast”
Builders Struggle Pricing Homes Amid Rising Energy Costs
"Energy costs make up approximately 4% of residential construction material input and service costs. With near-term economic risks elevated, 70% of builders reported challenges pricing homes given uncertainty about material costs."
NYC Traders Set Global Coffee Prices From Small Room
☕️“The people who gather in this small room on the eighth floor of the New York Stock Exchange look like a group of middle-aged caffeine addicts. ... Their ratings help set U.S. futures-market prices for arabica, and in turn, the global...
Private Sector Adds 39,250 Jobs Weekly, Fourth Improvement
"For the four weeks ending March 28, 2026, U.S. private employers added an average of 39,250 jobs a week. It was the fourth straight week of improvement in hiring." - ADP https://t.co/LwfUv8Spdc
Small Firms Lack Staff for Group Health Coverage
"Health insurance is another major issue facing my business. Our problem is not enough employees to get a group policy." via @NFIB https://t.co/EtvPFgPtDa
World Cup Ticketing Removes NJ Transit Concessions for All
"While NJ Transit ordinarily offers concessionary prices for seniors, children and disabled passengers, the World Cup pricing will be one blanket price for all categories."
March Card Spending Rises 4.3% Amid Strong Discretionary Demand
💳BofA: "Mar total BAC card spending per HH was up 4.3% y/y. We forecast a solid 1.8% & 0.6% for ex-auto & control group retail sales. Despite higher gas prices, Mar spending was broad-based with total ex gas spending remaining...
U.S. Economy Remains Resilient Amid Growing Global Risks
JPM's Dimon: "The U.S. economy remained resilient in the quarter, with consumers still earning and spending and businesses still healthy. Several tailwinds are supporting this resiliency, including increased fiscal stimulus, the benefits of deregulation, AI-driven capital investment and the Fed's...
Fund Managers Forecast Oil at $84 by 2026
"FMS investors expect oil to trade at $84/bbl by the end of 2026" - BofA April Global Fund Manager Survey https://t.co/Q8YqzLL8TR
Oil and Global Semiconductors Lead Most Crowded Trades
"Long oil & long global semicondutors are tied for #1 most crowded trade" - BofA Global Fund Manager Survey https://t.co/y6qMael0UA