ChefJ @ChefJasonPer

Guardian of flavor. Macro minded. Listening to understand. By the ocean Joined March 2020

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ChefJ @ChefJasonPer

2 weeks ago

Skeptics: $OPEN stock "cratered" today. Zoom out a little.

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ChefJ @ChefJasonPer

2 weeks ago

These are the types of innovative ideas that the $OPEN board should be considering! @ericjackson @rabois

Praise Mathew Johnson (Mat) @1337u53r

3 weeks ago

These are the types of innovative ideas that the $OPEN board should be considering! @ericjackson @rabois

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This is it 🎯 $OPEN "Retail attention is not just capital. It’s conversation. It’s customers and potential customers. It’s friends & family becoming aware of a product that changes how homes are bought and sold. These new shareholders are not just talking about the company,…

adam bain @adambain

4 weeks ago

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Michael Dell 🇺🇸 @MichaelDell

a year ago

To be more successful at anything, shift your mindset from focusing on why something won't work to how you can make it happen.

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ChefJ @ChefJasonPer

3 years ago

Strive to become self sufficient and share without expectations of reciprocity.

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ChefJ @ChefJasonPer

3 years ago

Homemade gravlax salmon on spelt grain sourdough, super sweet grape tomatoes, wild garlic flowers, watercress pesto, and citrus cream cheese.

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ChefJ @ChefJasonPer

3 years ago

Let me show you how we do it in the islands. Whole snapper in a coconut ginger sauce.

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Tim Urban @waitbutwhy

3 years ago

Important life skill: recognizing the difference between criticism from people who don’t care about you and don’t root for you, and criticism from those who do. The first is best ignored. The second warrants attention and reflection.

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Alf @MacroAlf

3 years ago

The situation in the US right now: - The Fed doing its utmost best to weaken demand & bring inflation down - Yet: PMIs >50, earnings barely revised down & a stubbornly resilient labor market - Equity risk premia still very, very low This is not a setup where equities bottom.

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Alf @MacroAlf

3 years ago

Fed pivot my a*s. Let's look at the US labor market report and its implications for the Fed and markets. A thread. 1/

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Demetri Kofinas @kofinas

3 years ago

OPEC basically just raised rates.

Bloomberg Middle East @middleeast

3 years ago

OPEC basically just raised rates.

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ChefJ @ChefJasonPer

3 years ago

Definitely worth the 2 minutes

SpotGamma @spotgamma

3 years ago

Definitely worth the 2 minutes

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Alf @MacroAlf

3 years ago

The Fed is roughly $50 billion behind schedule on shrinking their MBS holdings via QT. That's not a small number. From here, maturities aren't likely to accelerate due to slow prepayments (nobody wants to refinance mortgages at higher rates). Outright sales in Q4 coming?

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ChefJ @ChefJasonPer

3 years ago

This is wild, and slightly terrifying.

TedsLittleDream @TedsLittleDream

3 years ago

This is wild, and slightly terrifying.

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Anas Alhajji @anasalhajji

3 years ago

Analysts & media reports looking at how Europe can wean itself off Russian gas are missing an extremely important point: About 75% of all natural gas additions in the next 6 years, IF all come on line, will meet the GROWTH in natural gas demand. It doesn't replace Russian gas!