@johnauthers.bsky.social
Latest Points of Return:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
You Don’t Need a Burry to Know Which Way the Bubble Blows
Nvidia’s earnings land like a macro event. They’re just one thing to watch.
www.bloomberg.com
November 18, 2025 at 5:43 PM
Latest Points of Return:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Over the last 12 months, #Bitcoin's performance has now been negative - first time that's been true since 2023.
November 17, 2025 at 8:14 PM
Over the last 12 months, #Bitcoin's performance has now been negative - first time that's been true since 2023.
Reposted
A reader's note to @johnauthers.bsky.social:
November 13, 2025 at 1:09 PM
A reader's note to @johnauthers.bsky.social:
Reposted
Opinion | @johnauthers.bsky.social , Columnist
Has Passive Investing Grown Too Big to Proxy?
The inconvenient truth of shareholder detachment surfaces in antitrust probe.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Has Passive Investing Grown Too Big to Proxy?
The inconvenient truth of shareholder detachment surfaces in antitrust probe.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Has Passive Investing Grown Too Big to Proxy?
The inconvenient truth of shareholder detachment surfaces in antitrust probe.
www.bloomberg.com
November 14, 2025 at 3:10 PM
Opinion | @johnauthers.bsky.social , Columnist
Has Passive Investing Grown Too Big to Proxy?
The inconvenient truth of shareholder detachment surfaces in antitrust probe.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Has Passive Investing Grown Too Big to Proxy?
The inconvenient truth of shareholder detachment surfaces in antitrust probe.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
From U-turns to Making America Affordable Again
Both Trump and Britain’s Labour government need a word with the ghost of Margaret Thatcher.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
From U-turns to Making America Affordable Again
Both Trump and Britain’s Labour government need a word with the ghost of Margaret Thatcher.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
From U-turns to Making America Affordable Again
Both Trump and Britain’s Labour government need a word with the ghost of Margaret Thatcher.
www.bloomberg.com
November 17, 2025 at 9:52 AM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
From U-turns to Making America Affordable Again
Both Trump and Britain’s Labour government need a word with the ghost of Margaret Thatcher.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
From U-turns to Making America Affordable Again
Both Trump and Britain’s Labour government need a word with the ghost of Margaret Thatcher.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
China has made a big symbolic point by raising dollar-denominated bonds at no premium to Treasuries. Which is probably good for emerging markets:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Emerging Markets Can Swim Naked for a While
China’s credit compared to the US means a favorable tide for many countries.
www.bloomberg.com
November 10, 2025 at 3:08 PM
China has made a big symbolic point by raising dollar-denominated bonds at no premium to Treasuries. Which is probably good for emerging markets:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Reposted
Gift Link / No Paywall
Opinion Newsletter
@johnauthers.bsky.social , Columnist
Remember, Remember, the Fifth of November…
Markets have grown used to Trump 2.0, and assets are roaring — but watch inflation.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Opinion Newsletter
@johnauthers.bsky.social , Columnist
Remember, Remember, the Fifth of November…
Markets have grown used to Trump 2.0, and assets are roaring — but watch inflation.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Remember, Remember, the Fifth of November…
Markets have grown used to Trump 2.0, and assets are roaring — but watch inflation.
www.bloomberg.com
November 5, 2025 at 12:44 PM
Gift Link / No Paywall
Opinion Newsletter
@johnauthers.bsky.social , Columnist
Remember, Remember, the Fifth of November…
Markets have grown used to Trump 2.0, and assets are roaring — but watch inflation.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Opinion Newsletter
@johnauthers.bsky.social , Columnist
Remember, Remember, the Fifth of November…
Markets have grown used to Trump 2.0, and assets are roaring — but watch inflation.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Tariffs' day in cours is coming up. They won't get rubberstamped, but the justices will probably find a way to let them happen: www.bloomberg.com/opinion/news...
Interesting Trade-offs on Trade Await the Supremes
Prediction markets think the court won’t rubber-stamp the tariffs as Trump imposed them.
www.bloomberg.com
November 4, 2025 at 3:18 PM
Tariffs' day in cours is coming up. They won't get rubberstamped, but the justices will probably find a way to let them happen: www.bloomberg.com/opinion/news...
Reposted
“.. Markets think China won big. .. China has shown it can dump exports on the rest of the world, and use its leverage (from soybeans to rare earths) to deter the US. So it’s still safe to deal with China, and companies that do so look their most attractive in 14 years.”
@johnauthers.bsky.social
@johnauthers.bsky.social
November 3, 2025 at 11:35 AM
“.. Markets think China won big. .. China has shown it can dump exports on the rest of the world, and use its leverage (from soybeans to rare earths) to deter the US. So it’s still safe to deal with China, and companies that do so look their most attractive in 14 years.”
@johnauthers.bsky.social
@johnauthers.bsky.social
Reposted
Opinion Newsletter
@johnauthers.bsky.social ,
Columnist
An AI-ncredible All-Clear Signal to Rally Markets
A big week, from Fed hawks to the US-China truce, was dwarfed by AI spending prospects.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
@johnauthers.bsky.social ,
Columnist
An AI-ncredible All-Clear Signal to Rally Markets
A big week, from Fed hawks to the US-China truce, was dwarfed by AI spending prospects.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
An AI-ncredible All-Clear Signal to Rally Markets
A big week, from Fed hawks to the US-China truce, was dwarfed by AI spending prospects.
www.bloomberg.com
November 3, 2025 at 12:23 PM
Opinion Newsletter
@johnauthers.bsky.social ,
Columnist
An AI-ncredible All-Clear Signal to Rally Markets
A big week, from Fed hawks to the US-China truce, was dwarfed by AI spending prospects.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
@johnauthers.bsky.social ,
Columnist
An AI-ncredible All-Clear Signal to Rally Markets
A big week, from Fed hawks to the US-China truce, was dwarfed by AI spending prospects.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
‘US tech capital expenditure grew more over the past five years than between 1999 and 2002, and almost as rapidly as the entire technology, media, and telecommunications sector at the height of the dot-com boom.’ www.bloomberg.com/opinion/news... via @ianrharnett.bsky.social @johnauthers.bsky.social
November 3, 2025 at 3:56 PM
‘US tech capital expenditure grew more over the past five years than between 1999 and 2002, and almost as rapidly as the entire technology, media, and telecommunications sector at the height of the dot-com boom.’ www.bloomberg.com/opinion/news... via @ianrharnett.bsky.social @johnauthers.bsky.social
Reposted
This chart from John Authers' daily note gives us a sense of the incredible outperformance of tech names relative to other companies in the S&P 500.
#economy #tech #stocks #markets #investing #investors @johnauthers.bsky.social
#economy #tech #stocks #markets #investing #investors @johnauthers.bsky.social
November 3, 2025 at 9:36 PM
This chart from John Authers' daily note gives us a sense of the incredible outperformance of tech names relative to other companies in the S&P 500.
#economy #tech #stocks #markets #investing #investors @johnauthers.bsky.social
#economy #tech #stocks #markets #investing #investors @johnauthers.bsky.social
Reposted
November 4, 2025 at 12:26 PM
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
The Fed Is Set to Cut Rates, But How Confidently?
Inflation isn’t giving policymakers a reason to hold off this week, but tariffs could create some trouble.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
The Fed Is Set to Cut Rates, But How Confidently?
Inflation isn’t giving policymakers a reason to hold off this week, but tariffs could create some trouble.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
The Fed Is Set to Cut Rates, But How Confidently?
Inflation isn’t giving policymakers a reason to hold off this week, but tariffs could create some trouble.
www.bloomberg.com
October 27, 2025 at 4:02 PM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
The Fed Is Set to Cut Rates, But How Confidently?
Inflation isn’t giving policymakers a reason to hold off this week, but tariffs could create some trouble.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
The Fed Is Set to Cut Rates, But How Confidently?
Inflation isn’t giving policymakers a reason to hold off this week, but tariffs could create some trouble.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
No One Wants to See the US and China Playing Chicken
Markets exhale, knowing there are no winners in a trade embargo between Washington and Beijing.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
No One Wants to See the US and China Playing Chicken
Markets exhale, knowing there are no winners in a trade embargo between Washington and Beijing.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
No One Wants to See the US and China Playing Chicken
Markets exhale, knowing there are no winners in a trade embargo between Washington and Beijing.
www.bloomberg.com
October 28, 2025 at 2:02 PM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
No One Wants to See the US and China Playing Chicken
Markets exhale, knowing there are no winners in a trade embargo between Washington and Beijing.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
No One Wants to See the US and China Playing Chicken
Markets exhale, knowing there are no winners in a trade embargo between Washington and Beijing.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
Opinion Newsletter
@johnauthers.bsky.social
Columnist
From Cockroaches to Clouseau
Markets are playing data detective for a pair of credit problems hiding in plain sight.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
@johnauthers.bsky.social
Columnist
From Cockroaches to Clouseau
Markets are playing data detective for a pair of credit problems hiding in plain sight.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
From Cockroaches to Clouseau
Markets are playing data detective for a pair of credit problems hiding in plain sight.
www.bloomberg.com
October 20, 2025 at 4:46 PM
Opinion Newsletter
@johnauthers.bsky.social
Columnist
From Cockroaches to Clouseau
Markets are playing data detective for a pair of credit problems hiding in plain sight.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
@johnauthers.bsky.social
Columnist
From Cockroaches to Clouseau
Markets are playing data detective for a pair of credit problems hiding in plain sight.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
Opinion | @johnauthers.bsky.social , Columnist
The Fed Is Doing What It’s Been Told
It is fulfilling the terms of its mandate not wisely, but too well.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
The Fed Is Doing What It’s Been Told
It is fulfilling the terms of its mandate not wisely, but too well.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
The Fed Is Doing What It’s Been Told
It is fulfilling the terms of its mandate not wisely, but too well.
www.bloomberg.com
September 12, 2025 at 2:16 PM
Opinion | @johnauthers.bsky.social , Columnist
The Fed Is Doing What It’s Been Told
It is fulfilling the terms of its mandate not wisely, but too well.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
The Fed Is Doing What It’s Been Told
It is fulfilling the terms of its mandate not wisely, but too well.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
After the appalling news about Charlie Kirk, it's worth rereading Alistair Cook's great reportage from the scene of RFK's assassination in 1968. The parallels are close, and Cook's wisdom still relevant:
www.bbc.co.uk/programmes/a...
www.bbc.co.uk/programmes/a...
September 10, 2025 at 7:49 PM
After the appalling news about Charlie Kirk, it's worth rereading Alistair Cook's great reportage from the scene of RFK's assassination in 1968. The parallels are close, and Cook's wisdom still relevant:
www.bbc.co.uk/programmes/a...
www.bbc.co.uk/programmes/a...
Reposted
Opinion Newsletter | @johnauthers.bsky.social & Richard Abbey, Columnists
All That Glitters Is Cognitive Dissonance
The gold rally has legs. But it’s relationship with equities is gaining a lot of attention.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
All That Glitters Is Cognitive Dissonance
The gold rally has legs. But it’s relationship with equities is gaining a lot of attention.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
All That Glitters Is Cognitive Dissonance
The gold rally has legs. But it’s relationship with equities is gaining a lot of attention.
www.bloomberg.com
September 9, 2025 at 12:35 PM
Opinion Newsletter | @johnauthers.bsky.social & Richard Abbey, Columnists
All That Glitters Is Cognitive Dissonance
The gold rally has legs. But it’s relationship with equities is gaining a lot of attention.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
All That Glitters Is Cognitive Dissonance
The gold rally has legs. But it’s relationship with equities is gaining a lot of attention.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
“.. the deflationary slump seems to be over. The bad news is that inflation is back. Core Japanese inflation.. is now higher than in the US for the first time in 48 years ..
“.. Could this cause problems for the rest of the world? Yes, it very much could.”
@johnauthers.bsky.social
“.. Could this cause problems for the rest of the world? Yes, it very much could.”
@johnauthers.bsky.social
August 26, 2025 at 10:50 AM
“.. the deflationary slump seems to be over. The bad news is that inflation is back. Core Japanese inflation.. is now higher than in the US for the first time in 48 years ..
“.. Could this cause problems for the rest of the world? Yes, it very much could.”
@johnauthers.bsky.social
“.. Could this cause problems for the rest of the world? Yes, it very much could.”
@johnauthers.bsky.social
Reposted
Brilliant @bloomberg.com piece by @johnauthers.bsky.social on "who lost Europe." The EU has kicked the can for far too long on everything from massive debt overhangs in Italy and Spain to Russia sanctions. Deep reforms and debt write-downs are needed to fix the EU.
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Who Lost Europe? Hint: It’s Not Trump’s Fault
The mistakes have been decades in the making.
www.bloomberg.com
August 24, 2025 at 10:21 AM
Brilliant @bloomberg.com piece by @johnauthers.bsky.social on "who lost Europe." The EU has kicked the can for far too long on everything from massive debt overhangs in Italy and Spain to Russia sanctions. Deep reforms and debt write-downs are needed to fix the EU.
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Reposted
Opinion | @johnauthers.bsky.social , Columnist
Who Lost Europe? Hint: It’s Not Trump’s Fault
The mistakes have been decades in the making.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Who Lost Europe? Hint: It’s Not Trump’s Fault
The mistakes have been decades in the making.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Who Lost Europe? Hint: It’s Not Trump’s Fault
The mistakes have been decades in the making.
www.bloomberg.com
August 22, 2025 at 4:11 PM
Opinion | @johnauthers.bsky.social , Columnist
Who Lost Europe? Hint: It’s Not Trump’s Fault
The mistakes have been decades in the making.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Who Lost Europe? Hint: It’s Not Trump’s Fault
The mistakes have been decades in the making.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
There's a new front in the Battle for the Fed:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
A New Front Opens in the Battle of the Fed
As if the pressure wasn’t high enough, here comes a mortgage-fraud allegation
www.bloomberg.com
August 21, 2025 at 3:35 PM
There's a new front in the Battle for the Fed:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Powell faces his Last Stand at Jackson Hole: www.bloomberg.com/opinion/news...
Powell’s Last Stand at Jackson Hole
The Fed chair may have the high ground, but so did Custer.
www.bloomberg.com
August 20, 2025 at 2:37 PM
Powell faces his Last Stand at Jackson Hole: www.bloomberg.com/opinion/news...
Latest Points of Return: www.bloomberg.com/opinion/news...
AI Is Holding Up the Sky. The Rest Fell Back to Earth
The average stock’s outperformance has returned to 2003.
www.bloomberg.com
August 19, 2025 at 4:43 PM
Latest Points of Return: www.bloomberg.com/opinion/news...