My name is Rennie Scinto. I am a member of the Church of Total Factor Productivity. Real Rates and Real Wages are my Spiritual Guides. [email protected]
Joined April 2012
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I could care less about Schaefer's point totals. A 30 minute 60% xG RHD ensures Islander relevance for the next 20 years. A mediocre GM will win a cup with a player like that. This is why I'm hoping this is Schaefer's ceiling. #Isles
“I don’t think it’s a big transition for a guy like that to switch sides.”
ICYMI: DeBoer Doubles Down On Matthew Schaefer Potentially Moving To Right Side; What It Means For George, #Isles Blue Line
theelmonters.com/p/matthew-s…
UAE Announcement: If backwardation increases on this announcement, it will enable Treasury to increase selling time spreads if that's their strategy. Otherwise, nothing burger in the short run.
Schaefer Watch: 61.46% xG post Olympics according to NST @domluszczyszyn @datadomNY
So much coverage of Shein.
The fast-fashion company is searching for workarounds as Trump’s trade war endangers operations in its most important market ft.trib.al/1ftiyKh
capconstrained retweeted
The fast-fashion company is searching for workarounds as Trump’s trade war endangers operations in its most important market ft.trib.al/1ftiyKh
capconstrained retweeted
Goldman’s Solomon Says Markets Will ‘Settle Down’ After Disorder via @business bloomberg.com/news/articles/…
Very positive Mopane comments during the $Galp.ls call. Farmout by 4Q25. Reiterated 10bn barrels ooip.
Those who have advocated for MMT and/or Vol Suppression should be expunged from anything to do with the financial markets, the US Economy and the US Government.
capconstrained retweeted
China is the only country that the US has an Economic Statecraft goal to economically hobble, because of China’s own Unrestricted Warfare on the US over the last several decades.
I believe these Tariffs are designed to force RoW to pick sides and that Trump 2.0 is banking on the US Carrot of 30-35% of Global Consumption to win most of the converts.
xitter.cf/urbankaoboy/status/190…
It seems to me that the Trump 2.0 Tariff Strategy is ultimately aimed at cinching off all escape valves for China.
If we play it out to the limit, let’s say we Balkanize into regional blocs and China tries to power through with their Runaway Assembly Line Top-Down model without the US Consumer.
If the US succeeds in blocking off transshipment opportunities with these Global Tariffs, without the US Consumer as the end market, they will just wind up hollowing out the PBOC balance sheet as it bails out uneconomic businesses, churning out goods no one wants.
Result: Spectacular CNY implosion.
Asset Inflation, particularly housing, robs future generations of their standard of living. Total Factor Productivity induced deflation is the best safeguard for future generations standard of living.
I'll refrain from commenting on my favorite stock because every time I do, it goes down. I'm King of the Mushes.
So sad. Cutting the government workforce is a great macro tool when labor mkt continues to be ‘tight’. Also will raise labor force productivity.
Trump's assault on the federal government has been a campaign of breathtaking scope and relentless velocity, a blend of personal and political as he seeks revenge against perceived enemies while demolishing the foundations of the modern liberal state. nytimes.com/2025/01/29/us/po…
Affordable New Home Construction is very valuable to first-time homebuyers. Public Builders have the product mix to meet this demand. $MHO
#NEW U.S. homebuilding market share controlled by publicly traded builders rose to 53% in 2024
Giant homebuilders continue to eat up market share
Data via @AliWolfEcon
Chart via @ResidentialClub
