Cheesles
@cheesles.bsky.social
Retired dividend investor.
Having a go at sustaining a high-income portfolio.
Having a go at sustaining a high-income portfolio.
whats better than 3 bitcoin on a piano tulips on an organ lol i loled so hard
February 5, 2026 at 10:08 PM
whats better than 3 bitcoin on a piano tulips on an organ lol i loled so hard
Reposted by Cheesles
"I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed."
stayathomemacro.substack.com/p/kevin-warsh
stayathomemacro.substack.com/p/kevin-warsh
Kevin Warsh
Last week, President Trump nominated Kevin Warsh to be the next Fed Chair.
stayathomemacro.substack.com
February 1, 2026 at 11:12 PM
"I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed."
stayathomemacro.substack.com/p/kevin-warsh
stayathomemacro.substack.com/p/kevin-warsh
Reposted by Cheesles
Puppy Killer says what?
February 2, 2026 at 12:41 AM
Puppy Killer says what?
Whole lotta Rosie
Bank of America's Bull & Bear Indicator registers one of the most bullish readings in history 🚨🚨🚨
February 1, 2026 at 8:20 PM
Whole lotta Rosie
Reposted by Cheesles
"What continues to standout the most to me, especially in light of some who think that the worst of inflation/tariffs is over, is the core goods price gain of .4% m/o/m and now up 3.7% y/o/y."
[portion of a paywalled Boockvar post]
#econsky #finsky
peterboockvar.substack.com/p/yes-inflat...
[portion of a paywalled Boockvar post]
#econsky #finsky
peterboockvar.substack.com/p/yes-inflat...
Yes, inflation is still here
Headline PPI in December rose .5% m/o/m, well more than the estimate of up .2%.
peterboockvar.substack.com
January 30, 2026 at 2:18 PM
"What continues to standout the most to me, especially in light of some who think that the worst of inflation/tariffs is over, is the core goods price gain of .4% m/o/m and now up 3.7% y/o/y."
[portion of a paywalled Boockvar post]
#econsky #finsky
peterboockvar.substack.com/p/yes-inflat...
[portion of a paywalled Boockvar post]
#econsky #finsky
peterboockvar.substack.com/p/yes-inflat...
"But beyond the economic advantages, there is something of much greater importance happening with the EU-India deal: It’s a major step toward economic divorce from the United States by the major global economies." #econsky #finsky
paulkrugman.substack.com/p/the-world-...
paulkrugman.substack.com/p/the-world-...
The World Files for Economic Divorce from America
What you do when your (trading) partner is abusive
paulkrugman.substack.com
January 29, 2026 at 3:33 PM
"But beyond the economic advantages, there is something of much greater importance happening with the EU-India deal: It’s a major step toward economic divorce from the United States by the major global economies." #econsky #finsky
paulkrugman.substack.com/p/the-world-...
paulkrugman.substack.com/p/the-world-...
Reposted by Cheesles
JPM DESK:
Inflation “remains one of the most credible macro risks to the Equity bull case .. The longer-term risk is the pressure on small businesses .. The farm industry is one where bankruptcies are elevated and where tariffs are above the average, effective tariff rates.” 👀
Inflation “remains one of the most credible macro risks to the Equity bull case .. The longer-term risk is the pressure on small businesses .. The farm industry is one where bankruptcies are elevated and where tariffs are above the average, effective tariff rates.” 👀
January 26, 2026 at 11:13 PM
JPM DESK:
Inflation “remains one of the most credible macro risks to the Equity bull case .. The longer-term risk is the pressure on small businesses .. The farm industry is one where bankruptcies are elevated and where tariffs are above the average, effective tariff rates.” 👀
Inflation “remains one of the most credible macro risks to the Equity bull case .. The longer-term risk is the pressure on small businesses .. The farm industry is one where bankruptcies are elevated and where tariffs are above the average, effective tariff rates.” 👀
Reposted by Cheesles
Did Iceland’s status come up, by any chance?
NATO’S RUTTE: GREENLAND’S STATUS DID NOT COME UP IN TALKS WITH TRUMP – FOX NEWS
January 21, 2026 at 11:39 PM
Did Iceland’s status come up, by any chance?
Reposted by Cheesles
Whoa banks are lending their deposits; huge if true.
January 21, 2026 at 10:48 PM
Whoa banks are lending their deposits; huge if true.
Reposted by Cheesles
COLLINS: Did it stand out to you that he said Iceland multiple times when he was talking about Greenland?
NEWSOM: And that every time a windmill turns it costs $1,000. A lot of stuff stands out. None of this is normal. There's a deviancy of consciousness. He's graded off the curve.
NEWSOM: And that every time a windmill turns it costs $1,000. A lot of stuff stands out. None of this is normal. There's a deviancy of consciousness. He's graded off the curve.
January 21, 2026 at 3:43 PM
COLLINS: Did it stand out to you that he said Iceland multiple times when he was talking about Greenland?
NEWSOM: And that every time a windmill turns it costs $1,000. A lot of stuff stands out. None of this is normal. There's a deviancy of consciousness. He's graded off the curve.
NEWSOM: And that every time a windmill turns it costs $1,000. A lot of stuff stands out. None of this is normal. There's a deviancy of consciousness. He's graded off the curve.
Zandi: "An increasingly K-shaped economy can’t be good. It means the economy is highly dependent on a small group of the well-to-do, who, in turn, spend based in significant part on how their stock portfolios are performing."
#econsky #finsky
www.linkedin.com/posts/mark-z...
#econsky #finsky
www.linkedin.com/posts/mark-z...
The K-shaped economy is becoming steadily more K-shaped. That’s the message in our updated estimate of personal outlays by income group. The share of total outlays going to those in the top 20% of… | ...
The K-shaped economy is becoming steadily more K-shaped. That’s the message in our updated estimate of personal outlays by income group. The share of total outlays going to those in the top 20% of the...
www.linkedin.com
January 18, 2026 at 6:43 PM
Zandi: "An increasingly K-shaped economy can’t be good. It means the economy is highly dependent on a small group of the well-to-do, who, in turn, spend based in significant part on how their stock portfolios are performing."
#econsky #finsky
www.linkedin.com/posts/mark-z...
#econsky #finsky
www.linkedin.com/posts/mark-z...
Reposted by Cheesles
Córy Doctorow with another verbal bullseye: pluralistic.net/2026/01/13/n...
January 18, 2026 at 5:29 PM
Córy Doctorow with another verbal bullseye: pluralistic.net/2026/01/13/n...
"Life is short and love is very sweet.
Look at all the people running for their lives in the street."
Look at all the people running for their lives in the street."
January 18, 2026 at 6:21 PM
"Life is short and love is very sweet.
Look at all the people running for their lives in the street."
Look at all the people running for their lives in the street."
Added to $VYMI $VCRB $USA $EDD after I withdrew some funky fresh dividend money to live on.
January 15, 2026 at 5:13 PM
Added to $VYMI $VCRB $USA $EDD after I withdrew some funky fresh dividend money to live on.
Reposted by Cheesles
I am speaking generally and hypothetically, but the chief executive going to war with the central bank is the sort of thing that results in breadlines, coups, and worse.
January 12, 2026 at 1:58 AM
I am speaking generally and hypothetically, but the chief executive going to war with the central bank is the sort of thing that results in breadlines, coups, and worse.
"It is about preventing the world from turning into a den of robbers, where the most unscrupulous take whatever they want, where regions or entire countries are treated as the property of a few great powers," he said.
www.reuters.com/world/americ...
www.reuters.com/world/americ...
German president says US is destroying world order
German President Frank-Walter Steinmeier has strongly criticised U.S. foreign policy under President Donald Trump and urged the world not to let the world order disintegrate into a "den of robbers" wh...
www.reuters.com
January 12, 2026 at 3:36 AM
"It is about preventing the world from turning into a den of robbers, where the most unscrupulous take whatever they want, where regions or entire countries are treated as the property of a few great powers," he said.
www.reuters.com/world/americ...
www.reuters.com/world/americ...