Currie already left lol
06.03.2026 16:19
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Currie already left lol
Waffle Funnel in full effect
new reaction meme
would love to see Grok try tbh
gonna run out of popcorn soon
a diagram of a waffle funnel with "your post" at the top. through the funnel there are several cross-sections: - audience: you, comprehension of your post: 100% - audience: followers, comprehension of your post: 90% - audience: followers of followers, comprehension of your post: 50% - audience: followers of followers of followers, comprehension of your post: 20% through the bottom of the funnel are "replies to your post" with several waffles with stinky lines
What we might refer to as the "Waffle Funnel"
From the Dallas Fed:
if they're just doing temp buybacks, that's all it is. don't disagree. just noting the divergence with oil
"zero" shelter inflation in October affecting OER goes away soon
Used vehicle prices moving up (more inflation).
www.coxautoinc.com/insights/man...
The Manheim Used Vehicle Value Index (MUVVI) rose to 212.3, reflecting a 4% increase for wholesale used-vehicle prices (adjusted for mix, mileage, and seasonality) compared to February 2025.
$XLE basically flat on the week sums up the psychology of consensus
Sometimes I feel like I'm posting out news from 'The Onion'
bro really think it's Call of Duty
Trump: Cuba will fall 'pretty soon' - CNN
Taking a deep breath the Jan/Feb swing in hiring looks like mostly noise, but we are in a very low hiring environment reflecting our immigration policy + elevated uncertainty. The UR has been stable at 4.4% for 6m so this is not a falling off the cliff report, more a labor market with no mojo
@danielzhao.bsky.social always has a good sector breakdown chart panel
someone tell Waller there's still at least three years left
With @stanveuger.bsky.social and @taraelizwatson.bsky.social, we have an update on our near-term immigration analysis under Trump. Here's our range of likely outcomes for breakeven employment. Could be negative **this year**.
Full piece: www.brookings.edu/articles/mac...
unemployment would probably be higher if participation rate was higher too
again, kinda want bonds bid, especially so with that payroll print
that's stag
reaccel go poof
oof
$WAL getting tied to $JEF directly
"So I think it’s going to become more important to invest, because if you can’t rely on labor to generate money to make a living, capital becomes more important."
- Vlad Tenev
A horizontal bar chart titled “Retail Options – 0DTE Share of Volume.” Subtitle: Percent of Total Retail Options Volume in Zero-Day Contracts, Since 2021. Horizontal axis: Percentage of total retail options volume (roughly 10% to 40%). Vertical axis: Years from 2021 through Feb 2026. Bars are horizontal, increasing over time. Feb 2026 is highlighted in a lighter blue compared to darker bars for previous years. Values shown Year Share of retail options volume in 0DTE 2021 12% 2022 19% 2023 26% 2024 28% 2025 30% Feb 2026 39% The bars grow steadily longer each year, showing rapid adoption of zero-day-to-expiration (0DTE) options among retail traders. Source: Citadel Securities, GMI, as of March 3, 2026. A disclaimer notes that figures are illustrative and past performance does not guarantee future results.
wild
