Share this page!

Joe Weisenthal Profile picture
Twitter logo
3 Mar, 4 tweets, 5 min read
THIS IS WHY THERE'S BOTTLENECKS AND SHORTAGES THROUGHOUT THE ECONOMY

For today's @Markets newsletter, I talked with @nathantankus about why in times like this we see shortages, rather than price increases to balance out supply/demand

bloomberg.com/account/newsle…
@markets @NathanTankus Here's the comments from Monday, where every thing in the ISM survey was all about shortages and bottlenecks and supply chain disruptions
@markets @NathanTankus And a good read from @KimBhasin @JordynJournals @GufengRen on all the retailers this season talking about shipping delays bloomberg.com/news/articles/…
@markets @NathanTankus @KimBhasin @JordynJournals @GufengRen And thanks to @NathanTankus for his thoughts. Obvi read his newsletter nathantankus.substack.com

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Joe Weisenthal

Joe Weisenthal Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

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…
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
1 Mar
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
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

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @TheStalwart has new unrolls!

Check out other threads from @TheStalwart!

Read all threads by @TheStalwart