How were November revenues?

Thx kindly in advance

I think it’s crazy

But this is quite explicitly the strategy,

The BoJ told me so many times when I used to meet with them often

It’s a exchange rate peg—but in forward space

Thsts just straight up false

They’re all saying

#theendoftheendofthebubble

@atwilliams.bsky.social

Miss you Alex. Make sure to text me if you come to Paris

I think Skanda has my number

The hegemony of the autoguydact

Withholding seems to have slowed—but prob just timing issues (as LAO noted)

Thx for this work

Hmm

September 11 had a much bigger macroeconomic impact than is commonly remembered today

Arguably bigger than the dotcom bust

But the original post is just flat out wrong

This is going to happen…but in the reverse

No more public schools

Great! Hope I didn’t imply something untoward as dont mean that at all

When does the finance monthly (with its associated charts generally come out)

Thx kindly

I figured that

But it appears to come out later?

How do you come up with such early estimates? From the franchise board data directly?

What are the main categories of miscellaneous revenue and miscellaneous taxes in the monthly controllers report (Im thinking just of special funds)

Theyre big number but I assume must be some inter-governmental accounting

Thx kindly

Yes there is

& then compare it to 2016….

So everyone’s ok with the hawkishness over here?

:)

Difference is we can’t explain what these companies do

Also Tesla has risen enough to be in now

The bubble is in the real economy

Why describing Germany as “the sick man of Europe” is wrong — in two charts: employment (rate) has never been higher, it is one of the highest in Europe and has increased more quickly than most over the past 15 years.

www.ft.com/content/9ae3...

#ttf

Most benign weather set up I’ve seen in some time

Much above avg temps in US Europe & N Asia over the next few weeks

How big are the Chinese banks now? A 1 trillion RMB capital infection -- the largest since the post 1998 recaps -- is only 0.5% of assets

What's bizarre about the banks is that they insist on paying 30% of Net Income as dividends to minority shareholders despite being capital constrained

That’s incredibly impressive per capita growth…

Chinese yield curve is a sight to behold when you realize all their biggest companies are banks

Chart of the NFIB's small business optimism series for the past 20 years

You're not going to believe this but small businesses think everything is rosy now when they didn't last month.

How is it weird, look at these machines in our hands

Chinese yield curve is a sight to behold when you realize all their biggest companies are banks

#ttf

The YoY comparisons in LNG send out are going to go positive v soon & then stay that way for months…

Strange…