assetpm @assetpm
Luv my white pickup ! --------------- L / S equites & HYB 's Joined September 2012-
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It's the liquidity, stupid! Nasdaq 100 and the combined balance sheet of the Fed, ECB, and Bank of Japan move in tandem.
Since 1960, P/Es have trended lower when #inflation is higher. With YoY core PCE now at 4.6% and S&P500 trading at ~19x, we should see stocks fall another 20% by mid-October…if historical seasonals mean anything.
The government reported today that unit labor costs rose at an 11.7 percent annual rate in the first half of 2022. And the @ChicagoFed tells us financial conditions are easier than normal and have eased over the last two months.
Today, every view of this video helps create positive change. All you need to do is watch it and Bell will donate 5¢ more to Canadian mental health initiatives. Retweet to help spread the word! #BellLetsTalk
🤔 Florida voted to increase min wage to $15. 💸 This is a P&L from a typical McDonald’s. 👇 Note: payroll/operating income. Sept 2021 wages increase by $1.50 per hr (91k annual), then $1 an hr per year until 2026. If you owned this McDonalds what would you do? 🤷♂️
COVID-19 is rapidly reshaping the digital transformation agenda. To accelerate their digital journey, companies should follow a four-step approach:
Truck driver in Humboldt Broncos bus crash to be sentenced — could face 10 years in prison globalnews.ca/news/5083904/h…
Stories from #FortMacFire evacuees and reporter @briarstewart on @TheCurrentCBC cbc.ca/radio/thecurre…
Brutal winter to blame for soaring Easter-egg prices. bloomberg.com/news/articles/… via @lydiamulvany
Architecture: how shifting floors and revolving rooms could transform building design on.ft.com/1rHAJof
“@zerohedge: Never fails: bonds right, stocks wrong ” #welp
Stay tuned to #BlackBerryPassport tomorrow.
I think @michaelsantoli should have put this cartoon in his column today.
We're past peak kale! The culinary curve of how ingredients go from trash to treat to trite on.wsj.com/1rsnzxo

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