“It will be over my dead body that I’ll have to get a shot” -Sarah Palin, offering her thoughts on the coronavirus vaccine at a far-right conference in Arizona over the weekend.

Frankenstein's monster is no longer under the doctor's control

Covid was the leading cause of death in 2020
It fell to #3 in 2021, despite widespread vaccine availability.

This is not merely a "difference of opinion" -- 30% of the country have become dangerous to themselves + those around them.

#Deathcult Image

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More from @ritholtz

10 Nov
General Electric is ending a century as a massive conglomerate by splitting into 3 parts.

It is front-page news. Lots of events led to this, but you may not be familiar with some of the more nefarious issues that caused GE to stumble, then collapse.

A thread.

Its history:

The company was a household name practically since it was founded by Thomas Edison in the 19th century. It was a key member of all major indices, including the Dow Jones Industrials

GE began the 21st century as the most valuable conglomerate in America. The architect of this success was Jack Welch, often described as the best CEO of the 20th century.

I suspect he wasn't.


Read 14 tweets
8 Nov
A few lists to help you organize your feed:

I find lists enormously helpful when using Twitter --instead of trying to drink from the firehose, dipping into a curated list makes the onslaught manageable.

When I am interested in a narrow specific topic, I try to assemble the leading thinkers in a space that allows me to dive in when I want to.

This list of Behavioral Finance experts is a great example:

I made a broader list covering Science, Technology, and Venture Capitalists.

I asked followers for more names and got some great suggestions!


Read 4 tweets
3 Nov
Stagflation? Really?!

A brief chart-laden thread

Each day, I read tons of economic + market commentary. Some of it is good, some not so good, and some just awful.

The most harebrained of these is the claim that we are entering a 1970s-like era of stagflation.

Why? Because the data says otherwise.

Consider these 10 different economic factors to prove/disprove the claim:

Misery Index
Unemployment (U3)
Inflation (CPI)
Real Wages
QUITs Rate
Business Formation
Confidence in Institutions
Civil Unrest

9/10 were dissimilar between 2020 + 1970s

Read 12 tweets
18 Sep
Meet Harper!

He is a 15 week old puppy. We brought him up from NC to see if we could find him a good home.

He is a very good boy.

Weighs about 30 pounds (but has some big old paws) Very sweet, good with other dogs, needs a loving home.

Please contact me if interested
A sweetie!
He is tough to photograph but this captures his face
Read 4 tweets
8 Sep
‘Pandemic of the Unvaccinated’
bloomberg.com/graphics/covid… Image
Three-quarters of U.S. adults have received at least one dose of a Covid-19 vaccine, setting a new milestone in the country’s fight against the pandemic.

Why do the other 25% risk getting very sick, hospitalized or dying? MISINFORMATION

"One out of every four COVID-19 infections recorded by the state in the most recent seven-day period were 19 or younger."

Read 34 tweets
2 Sep
What do you do if you are one of America's worst governors, and your state is in the midst of the nation's worst Covid outbreak?

Why, you stop reporting data on infection, hospitalizations, or deaths.

Florida's Governor Desantis no longer allows mortality reporting for the state -- as the WSJ chart below shows


As the map shows, Florida is the hottest of Covid hot spots. Also noteworthy is Nebraska, which no longer posts county data (Source: WSJ)

Read 5 tweets

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