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Joe Weisenthal Profile picture
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1 Mar, 4 tweets, 2 min read
NEW ODD LOTS:

@tracyalloway and I talked with @howardlindzon about why he launched a SPAC.

This was the best discussion I've had so far in terms of helping me understand where they're all coming from and why everyone's going nuts for them right now.

bloomberg.com/news/articles/…
@tracyalloway @howardlindzon It turns out that in Howard's case, it all started last February, right before the pandemic hit, with a dinner at Carbone in NYC with @adambain.
Howard coming up next on WDYM to talk about SPACs Bloomberg.com/live
Every time I see a version of this chart it looks more and more wild Image

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More from @TheStalwart

Joe Weisenthal Profile picture
3 Mar
IIRC, Palm was spun out from 3COM, and the stake that 3COM held in the spin was worth more than 3COM's own market cap for a period of time.
Oh yeah there's been a lot of academic discussion, I think, about why this happened in the market. q-group.org/wp-content/upl…
Image
Read 4 tweets
Joe Weisenthal Profile picture
1 Mar
US Manufacturing is HOT bloomberg.com/news/articles/… Image
This is pretty incredible. Citi's US Economic Surprise Index was already in the range of its highest levels ever, and now it's back on the rise. Image
Every single comment in the ISM survey is about supply chain bottlenecks or increased prices. Not a single respondent saying end demand is weak ismworld.org/supply-managem… Image
Read 4 tweets
Joe Weisenthal Profile picture
17 Feb
THEY KEEP UNDERESTIMATING THE US ECONOMY

In today's @markets newsletter, I wrote about how almost a year into this crisis, the strength of the US economy continues to be underestimated by economists and analysts

Sign up and get the letter in your inbox:
bloomberg.com/account/newsle…
@markets Here's the larger version of the Citi Surprise Chart. You can see. There's just nothing comparable in the last decade to the duration and scale of the data beats.
@markets Here's Goldman, from this past weekend, on how earnings are above pre-pandemic levels, while just clobbering expectations, even at this stage of the game.
Read 4 tweets
Joe Weisenthal Profile picture
16 Feb
AN INFLATION ANALYSIS THAT EVERYONE CAN AGREE WITH REGARDLESS OF THEIR IDEOLOGY

In today's @markets newsletter I wrote about inflation, inspired by a comment from @naufalsanaullah on @jposhaughnessy's podcast

Sign up for the letter here --> bloomberg.com/account/newsle… ImageImage
@markets @naufalsanaullah @jposhaughnessy Anyway, here's the podcast with Naufal and Jim. Well worth listening to. podcasts.apple.com/us/podcast/nau…
And here's @IrvingSwisher and @tragicbios on how to think about inflation more broadly going forward. employamerica.medium.com/inflation-the-…
Read 4 tweets
Joe Weisenthal Profile picture
11 Feb
NEW ODD LOTS

Perfect timing... @tracyalloway and I talked to @wintonARK, the Director of Research at ARK Invest to discuss the firm's internal process for identifying the next huge winners.
bloomberg.com/news/articles/… $ARKK
@tracyalloway @wintonARK In case there's any doubt about how much power Cathie Wood and ARK have right now.

Here's two headlines on the Bloomberg terminal from the last 24 hours

*CAREDX JUMPS 10% POSTMARKET AS ARK DISCLOSES STAKE IN 13G

*PING AN HEALTHCARE JUMPS AS MUCH AS 20% AFTER ARK DISCLOSURE
@tracyalloway @wintonARK Among the things we discussed in the episode. Why they're so bullish on $TSLA but also why they're skeptical of the boom in fuel cell stocks lately.
Read 4 tweets
Joe Weisenthal Profile picture
9 Feb
THIS IS THE MOST INTERESTING MOMENT FOR THE ECONOMY I'VE SEEN IN MY CAREER

In today's @markets newsletter, I wrote about how this is the first time in my career, it's seemed like there was potential for the economy to go in a new trajectory bloomberg.com/account/newsle…
@markets Between the actual economic conditions on the ground, the emerging political consensus, and the shift in the intellectual debate over the last decade, this is the first time it's felt like there's potential to break out of the long rut of slow growth, low rates etc.
@markets ICYMI
Read 8 tweets

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