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mohossain.bsky.social
Mo Hossain
@mohossain.bsky.social
65 followers 1 following 1.5K posts
Investor. I take advice. Sharing things I'm learning. re(Post) ≠ E
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 5h
𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭?

New car prices hit record highs:
• Average price: $50k
• 60+ models avg $75K+
• 28% of trade‑ins carry debt greater than the car’s value
• New car sales were strong in September 2025
• buying large trucks

used car price index high
www.washingtonpost.com/business/202... #
𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭? New car prices hit record highs: • Average price: $50,080 (KBB) • 60+ models average $75K+ • 28% of trade‑ins carry debt greater than the car’s value • Average “upside‑down” loan: $6,905 • New car sales were strong in September 2025 • Americans are buying large trucks and SUVs (and some EVs right before the tax deadline) ⬇️ The used car price index remains high and appears stable. For many, car ownership = a debt trap. ⬇️ More in the piece by @SingletaryM via @washingtonpost ht BaMl 📰The average new-car price hit a record $50,000. Can only the rich buy new? https://www.washingtonpost.com/business/2025/10/17/50000-new-car-price-record/ #Auto #loan #CLO #Consumer #Vehicle # 𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭? New car prices hit record highs: • Average price: $50,080 (KBB) • 60+ models average $75K+ • 28% of trade‑ins carry debt greater than the car’s value • Average “upside‑down” loan: $6,905 • New car sales were strong in September 2025 • Americans are buying large trucks and SUVs (and some EVs right before the tax deadline) ⬇️ The used car price index remains high and appears stable. For many, car ownership = a debt trap. ⬇️ More in the piece by @SingletaryM via @washingtonpost ht BaMl 📰The average new-car price hit a record $50,000. Can only the rich buy new? https://www.washingtonpost.com/business/2025/10/17/50000-new-car-price-record/ #Auto #loan #CLO #Consumer #Vehicle # 𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭? New car prices hit record highs: • Average price: $50,080 (KBB) • 60+ models average $75K+ • 28% of trade‑ins carry debt greater than the car’s value • Average “upside‑down” loan: $6,905 • New car sales were strong in September 2025 • Americans are buying large trucks and SUVs (and some EVs right before the tax deadline) ⬇️ The used car price index remains high and appears stable. For many, car ownership = a debt trap. ⬇️ More in the piece by @SingletaryM via @washingtonpost ht BaMl 📰The average new-car price hit a record $50,000. Can only the rich buy new? https://www.washingtonpost.com/business/2025/10/17/50000-new-car-price-record/ #Auto #loan #CLO #Consumer #Vehicle # 𝐁𝐢𝐠 𝐓𝐫𝐮𝐜𝐤𝐬, 𝐁𝐢𝐠𝐠𝐞𝐫 𝐃𝐞𝐛𝐭? New car prices hit record highs: • Average price: $50,080 (KBB) • 60+ models average $75K+ • 28% of trade‑ins carry debt greater than the car’s value • Average “upside‑down” loan: $6,905 • New car sales were strong in September 2025 • Americans are buying large trucks and SUVs (and some EVs right before the tax deadline) ⬇️ The used car price index remains high and appears stable. For many, car ownership = a debt trap. ⬇️ More in the piece by @SingletaryM via @washingtonpost ht BaMl 📰The average new-car price hit a record $50,000. Can only the rich buy new? https://www.washingtonpost.com/business/2025/10/17/50000-new-car-price-record/ #Auto #loan #CLO #Consumer #Vehicle #
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 10h
Declining density ≠ declining impact

@TempleUniv RAs just unionized. 📣
Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪.

Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key.
📝💡 ✊ #UnionStrong

x.com/mohossain/st...
Declining density ≠ declining impact (Union membership may have fallen from 1 in 4 workers to 1 in 16) @TempleUniv RAs just unionized. 📣 Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪. Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key. 📝💡 ✊ #UnionStrong https://x.com/mohossain/status/1222322824624340992?s=46 @OPEIU @IBEW98 @PACarpenters @PhillyAFLCIO @AFLCIO #PES #wage #inequality @PhillyInquirer https://x.com/mohossain/status/1980039966089490646?s=46 Declining density ≠ declining impact (Union membership may have fallen from 1 in 4 workers to 1 in 16) @TempleUniv RAs just unionized. 📣 Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪. Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key. 📝💡 ✊ #UnionStrong https://x.com/mohossain/status/1222322824624340992?s=46 @OPEIU @IBEW98 @PACarpenters @PhillyAFLCIO @AFLCIO #PES #wage #inequality @PhillyInquirer https://x.com/mohossain/status/1980039966089490646?s=46 Declining density ≠ declining impact (Union membership may have fallen from 1 in 4 workers to 1 in 16) @TempleUniv RAs just unionized. 📣 Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪. Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key. 📝💡 ✊ #UnionStrong https://x.com/mohossain/status/1222322824624340992?s=46 @OPEIU @IBEW98 @PACarpenters @PhillyAFLCIO @AFLCIO #PES #wage #inequality @PhillyInquirer https://x.com/mohossain/status/1980039966089490646?s=46 Declining density ≠ declining impact (Union membership may have fallen from 1 in 4 workers to 1 in 16) @TempleUniv RAs just unionized. 📣 Moody’s + BLS: Union workers earn more 💵, get better benefits 🏥, and quit less 🚪. Philly students aren’t just doing the econ homework—they’re correcting the teacher’s answer key. 📝💡 ✊ #UnionStrong https://x.com/mohossain/status/1222322824624340992?s=46 @OPEIU @IBEW98 @PACarpenters @PhillyAFLCIO @AFLCIO #PES #wage #inequality @PhillyInquirer https://x.com/mohossain/status/1980039966089490646?s=46
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 11h
. @andrewrsorkin of @SquawkCNBC and NYT #DealBook highlights that 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛 𝑑𝑖𝑑𝑛’𝑡 𝑗𝑢𝑠𝑡 𝑏𝑟𝑒𝑎𝑘 𝐴𝑚𝑒𝑟𝑖𝑐𝑎 𝑖𝑛 1929—𝑖𝑡 𝑏𝑢𝑖𝑙𝑡 𝑖𝑡. 🚀

𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧 𝐨𝐟 ’𝟐𝟗 𝐢𝐬𝐧’𝐭 “𝐝𝐨𝐧’𝐭 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞.

𝑑𝑜𝑛’𝑡 𝑎𝑣𝑜𝑖𝑑 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛—𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑒 𝑟𝑒𝑠𝑝𝑜𝑛𝑠𝑖𝑏𝑙𝑦.

For more ⬇️
x.com/mohossain/st...
. @andrewrsorkin of @SquawkCNBC and NYT #DealBook highlights that 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛 𝑑𝑖𝑑𝑛’𝑡 𝑗𝑢𝑠𝑡 𝑏𝑟𝑒𝑎𝑘 𝐴𝑚𝑒𝑟𝑖𝑐𝑎 𝑖𝑛 1929—𝑖𝑡 𝑏𝑢𝑖𝑙𝑡 𝑖𝑡. 🚀 From railroads to AI, every breakthrough began as a risky bet. 𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧 𝐨𝐟 ’𝟐𝟗 𝐢𝐬𝐧’𝐭 “𝐝𝐨𝐧’𝐭 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞.” 𝐈𝐭’𝐬: 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐞 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐥𝐲—𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐫𝐢𝐬𝐤, 𝐭𝐡𝐞𝐫𝐞’𝐬 𝐧𝐨 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧. While the Crash is remembered as a tale of greed and collapse, the deeper truth is that speculation—belief plus risk—has always powered progress: 19th‑century railroads, 20th‑century skyscrapers, and today’s internet, EVs, and AI. Every breakthrough began as a bet that once looked reckless. The problem in 1929 wasn’t optimism—it was unchecked leverage, opacity, and manipulation. That’s why we didn’t abandon speculation after the crash; we regulated it, with guardrails like the SEC and FDIC to make risk‑taking less catastrophic. The enduring lesson: 𝑑𝑜𝑛’𝑡 𝑎𝑣𝑜𝑖𝑑 𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑖𝑜𝑛—𝑠𝑝𝑒𝑐𝑢𝑙𝑎𝑡𝑒 𝑟𝑒𝑠𝑝𝑜𝑛𝑠𝑖𝑏𝑙𝑦. For more ⬇️ https://x.com/mohossain/status/1980031423386993024?s=46
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 11h
the DOEwill resume student loan forgiveness under income-based plans, sparing borrowers next year’s tax shocks and signaling steadier ground for household finances. 🎓

www.nytimes.com/2025/10/17/b...
📌 x.com/mohossain/st...
🧷https://x.com/mohossain/status/1946755359718191465?s=46 g
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 13h
Why fake research is rampant in China
www.economist.com/china/2024/0...

Fraudulent scientific papers are booming
www.economist.com/science-and-...

📰“…fake journal articles being churned out by “paper mills” is doubling every year and a half.”

www.nytimes.com/2025/08/04/s...
Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research Why fake research is rampant in China https://www.economist.com/china/2024/02/22/why-fake-research-is-rampant-in-china Fraudulent scientific papers are booming https://www.economist.com/science-and-technology/2025/08/06/fraudulent-scientific-papers-are-booming 📰“A statistical analysis found that the number of fake journal articles being churned out by “paper mills” is doubling every year and a half.” Fraudulent Scientific Papers Are Rapidly Increasing, Study Finds https://www.nytimes.com/2025/08/04/science/04hs-science-papers-fraud-research-paper-mills.html #china #India #fakeresearch #AI #publication #engineering #Science #research
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 14h
Shutdowns = cash‑flow shocks & …
Furloughs, unpaid work, delayed services hit demand + confidence.

Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk?

x.com/mohossain/st...
@PhillyInquirer

x.com/mohossain/st...
Shutdowns = cash‑flow shocks & … Furloughs, unpaid work, delayed services hit demand + confidence. Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk? https://x.com/mohossain/status/1966864785384857610?s=46 ht @PhillyInquirer $JPM #Economy #job https://x.com/mohossain/status/1979980314559828119?s=46 Shutdowns = cash‑flow shocks & … Furloughs, unpaid work, delayed services hit demand + confidence. Federal payrolls keep shrinking; in PA, 100K workers face recurring strain. Resilience endures—but is the next move recovery or risk? https://x.com/mohossain/status/1966864785384857610?s=46 ht @PhillyInquirer $JPM #Economy #job https://x.com/mohossain/status/1979980314559828119?s=46
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 17h
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥.

Wall Street's fee machine is humming again.
Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year.

x.com/mohossain/st...
#ennovance
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐚𝐲 𝐛𝐞 𝐬𝐭𝐮𝐜𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐚𝐢𝐭𝐢𝐧𝐠 𝐫𝐨𝐨𝐦, 𝐛𝐮𝐭 𝐛𝐚𝐧𝐤𝐬 𝐚𝐫𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥. Wall Street's fee machine is humming again. Q3 saw stronger primary issuance + M&A completions, setting up big banks for higher investment banking revenue vs last year. https://x.com/mohossain/status/1974515235739553956?s=46 #privateequity #LBO #Banks #Fees #ennovance @mohossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 18h
Trade war drag? Already fading.

AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds.

Credit stress peaked? Defaults & delinquencies are rolling over.

Tailwinds > headwinds
𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡?
x.com/mohossain/st...
Trade war drag? Already fading. AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds. Credit stress peaked? Defaults & delinquencies are rolling over. Upside risk: Tailwinds > headwinds 𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡? #AmericanExceptionalism #Investing #Economy #TradeWar #Ennovance https://x.com/mohossain/status/1979920422738018619?s=46 @mohossain Trade war drag? Already fading. AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds. Credit stress peaked? Defaults & delinquencies are rolling over. Upside risk: Tailwinds > headwinds 𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡? #AmericanExceptionalism #Investing #Economy #TradeWar #Ennovance https://x.com/mohossain/status/1979920422738018619?s=46 @mohossain Trade war drag? Already fading. AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds. Credit stress peaked? Defaults & delinquencies are rolling over. Upside risk: Tailwinds > headwinds 𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡? #AmericanExceptionalism #Investing #Economy #TradeWar #Ennovance https://x.com/mohossain/status/1979920422738018619?s=46 @mohossain Trade war drag? Already fading. AI boom + industrial renaissance + consumer wealth effect = stronger tailwinds. Credit stress peaked? Defaults & delinquencies are rolling over. Upside risk: Tailwinds > headwinds 𝐀𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐧𝐞𝐱𝐭 𝐥𝐞𝐠 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡? #AmericanExceptionalism #Investing #Economy #TradeWar #Ennovance https://x.com/mohossain/status/1979920422738018619?s=46 @mohossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 19h
𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist

Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t.

x.com/mohossain/st...
#merger #PE #Exit #AI #aGI #Tech
x.com/mohossain/st... #ennovance
𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain 𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain 𝐓𝐡𝐞 𝐃𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 via TheEconomist Forget GDP. The real boom is in M&A mania: railroads, gaming, banks, and AI giants all tying knots. When capital is cheap and confidence high, deals pile up—until they don’t. https://x.com/mohossain/status/1978257966080954407?s=46 #merger #PE #Exit #AI #aGI #Tech https://x.com/mohossain/status/1979912014173512022?s=46 #ennovance @MoHossain
1
Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 3d
𝐈𝐧 𝐞𝐯𝐞𝐫𝐲 𝐜𝐲𝐜𝐥𝐞, 𝐜𝐨𝐦𝐩𝐥𝐚𝐜𝐞𝐧𝐜𝐲 𝐛𝐫𝐞𝐞𝐝𝐬 𝐛𝐨𝐭𝐡 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲.

2007 echoes are loud—but not all déjà vu is doom. With spreads at historic tights, disciplined investors can lock in cheap financing, ride private credit’s $1.6T growth, & position for dislocations others fear.

x.com/mohossain/st...
𝐈𝐧 𝐞𝐯𝐞𝐫𝐲 𝐜𝐲𝐜𝐥𝐞, 𝐜𝐨𝐦𝐩𝐥𝐚𝐜𝐞𝐧𝐜𝐲 𝐛𝐫𝐞𝐞𝐝𝐬 𝐛𝐨𝐭𝐡 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲. 2007 echoes are loud—but not all déjà vu is doom. With spreads at historic tights, disciplined investors can lock in cheap financing, ride private credit’s $1.6T growth, & position for dislocations others fear. https://x.com/mohossain/status/1979013952672587847?s=46 #PrivateEquity #privatedebt #M2 https://x.com/mohossain/status/1947395480863785461?s=46
1 1
Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 2d
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines:

🛒 Consumers steady (+5% YoY sales)
📉 Recession odds fading fast
💧 Liquidity loose despite Fed hikes
💰 S&P 500 margins near record highs

#Economy #Investing #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance
1 1
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 2d
The @AtlantaFed #GDPNow pegs Q3 ’25 growth at 3.9% 🚀.

Markets juggle inflation risk while still betting on Fed cuts. Growth + easing? Could this be the rare “have your cake & eat it too” moment for investors? 🍰📈

#Investing #Inflation #FederalReserve $ @ennovance #privateequity #stock #valuation
The @AtlantaFed #GDPNow pegs Q3 ’25 growth at 3.9% 🚀. Markets juggle inflation risk while still betting on Fed cuts. Growth + easing? Could this be the rare “have your cake & eat it too” moment for investors? 🍰📈 #Investing #Inflation #FederalReserve $ @mohossain @ennovance #privateequity #stock #valuation
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 2d
𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭?

$5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦.

x.com/mohossain/st...
#Investment #productivity $spx #ennovance
𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭? $5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦. https://x.com/mohossain/status/1974981032203231633?s=46 #Investment #productivity $spx #ennovance 𝐀𝐈 𝐰𝐞𝐚𝐥𝐭𝐡 𝐞𝐟𝐟𝐞𝐜𝐭: 𝐁𝐢𝐠 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐦𝐨𝐝𝐞𝐬𝐭 𝐢𝐦𝐩𝐚𝐜𝐭? $5T in household gains → ~$180B in extra spending. That’s meaningful, but still just a slice of the $1.1T annual rise in consumption. 𝐴𝐼 𝑖𝑠 𝑙𝑖𝑓𝑡𝑖𝑛𝑔 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑏𝑢𝑡 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑤ℎ𝑜𝑙𝑒 𝑒𝑐𝑜𝑛𝑜𝑚𝑦. https://x.com/mohossain/status/1974981032203231633?s=46 #Investment #productivity $spx #ennovance
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 2d
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines:

🛒 Consumers steady (+5% YoY sales)
📉 Recession odds fading fast
💧 Liquidity loose despite Fed hikes
💰 S&P 500 margins near record highs

#Economy #Investing #ennovance
Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance Alternative data hints at a slowdown, but the U.S. economy looks sturdier than the headlines: 🛒 Consumers steady (+5% YoY sales) 📉 Recession odds fading fast 💧 Liquidity loose despite Fed hikes 💰 S&P 500 margins near record highs #Economy #Investing #ennovance
1 1
Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 3d
Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past?

⬇️
@washingtonpost

x.com/mohossain/st...
No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 3d
𝐈𝐧 𝐞𝐯𝐞𝐫𝐲 𝐜𝐲𝐜𝐥𝐞, 𝐜𝐨𝐦𝐩𝐥𝐚𝐜𝐞𝐧𝐜𝐲 𝐛𝐫𝐞𝐞𝐝𝐬 𝐛𝐨𝐭𝐡 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲.

2007 echoes are loud—but not all déjà vu is doom. With spreads at historic tights, disciplined investors can lock in cheap financing, ride private credit’s $1.6T growth, & position for dislocations others fear.

x.com/mohossain/st...
𝐈𝐧 𝐞𝐯𝐞𝐫𝐲 𝐜𝐲𝐜𝐥𝐞, 𝐜𝐨𝐦𝐩𝐥𝐚𝐜𝐞𝐧𝐜𝐲 𝐛𝐫𝐞𝐞𝐝𝐬 𝐛𝐨𝐭𝐡 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲. 2007 echoes are loud—but not all déjà vu is doom. With spreads at historic tights, disciplined investors can lock in cheap financing, ride private credit’s $1.6T growth, & position for dislocations others fear. https://x.com/mohossain/status/1979013952672587847?s=46 #PrivateEquity #privatedebt #M2 https://x.com/mohossain/status/1947395480863785461?s=46
1 1
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 3d
Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past?

⬇️
@washingtonpost

x.com/mohossain/st...
No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸 No, we’re not in recession (yet) —what we’re seeing is resilience: families adapting, consumers getting savvy, and businesses recalibrating. Are cardboard boxes, casseroles, and career shifts really signs of doom—or proof that the economy is finding its balance for the next stage of sustainable growth, as Americans have proven in the past? ⬇️ Six recession warning signs Americans can watch for according to @washingtonpost 📦 Cardboard boxes down 5% 🍲 Hamburger Helper sales up 14.5% 🚛 Heavy truck sales down 14.6% ♻️ Thrifting up 39.5% 💼 Job‑hopping stalls → 63% say it’s a bad time to switch jobs 🏡 🏧Home equity loans +12% https://x.com/mohossain/status/1978879148941521022?s=46 #grit #resilience #investments #economy #americanexceptialism 🇺🇸
1 2
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
VCs have gone all-in on AI: $161B spent YTD—2/3 of all US venture dollars—mostly poured into 10 giants, inflating valuations by nearly $1T.

Investors are betting $1T could yield $10T in value…if AGI “sticks.”

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VCs have gone all-in on AI: $161B spent YTD—2/3 of all US venture dollars—mostly poured into 10 giants (OpenAI, Anthropic, xAI, Databricks, etc.), inflating valuations by nearly $1T. Bubble? Sure. But as General Catalyst’s Hemant Taneja says—bubbles align capital & talent. Investors are betting $1T could yield $10T in value…if AGI “sticks.” https://www.ft.com/content/59baba74-c039-4fa7-9d63-b14f8b2bb9e2 #AI #VentureCapital #fund #investments #ennovance https://x.com/mohossain/status/1978679314427068489?s=46 VCs have gone all-in on AI: $161B spent YTD—2/3 of all US venture dollars—mostly poured into 10 giants (OpenAI, Anthropic, xAI, Databricks, etc.), inflating valuations by nearly $1T. Bubble? Sure. But as General Catalyst’s Hemant Taneja says—bubbles align capital & talent. Investors are betting $1T could yield $10T in value…if AGI “sticks.” https://www.ft.com/content/59baba74-c039-4fa7-9d63-b14f8b2bb9e2 #AI #VentureCapital #fund #investments #ennovance https://x.com/mohossain/status/1978679314427068489?s=46 VCs have gone all-in on AI: $161B spent YTD—2/3 of all US venture dollars—mostly poured into 10 giants (OpenAI, Anthropic, xAI, Databricks, etc.), inflating valuations by nearly $1T. Bubble? Sure. But as General Catalyst’s Hemant Taneja says—bubbles align capital & talent. Investors are betting $1T could yield $10T in value…if AGI “sticks.” https://www.ft.com/content/59baba74-c039-4fa7-9d63-b14f8b2bb9e2 #AI #VentureCapital #fund #investments #ennovance https://x.com/mohossain/status/1978679314427068489?s=46
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
𝐍𝐨 𝐥𝐨𝐚𝐧 𝐟𝐫𝐨𝐦 𝐲𝐨𝐮𝐫 𝐛𝐚𝐧𝐤 𝐝𝐨𝐞𝐬𝐧’𝐭 𝐦𝐞𝐚𝐧 𝐧𝐨 𝐫𝐢𝐬𝐤 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐛𝐚𝐧𝐤. 𝐈𝐌𝐅 𝐟𝐥𝐚𝐠𝐬 $𝟒.𝟓 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧 𝐢𝐧 𝐡𝐢𝐝𝐝𝐞𝐧 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞𝐬 𝐭𝐨 𝐡𝐞𝐝𝐠𝐞 𝐟𝐮𝐧𝐝𝐬 𝐚𝐧𝐝 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭 𝐚𝐬 𝐚 𝐬𝐲𝐬𝐭𝐞𝐦𝐢𝐜 𝐭𝐡𝐫𝐞𝐚𝐭.

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𝐍𝐨 𝐥𝐨𝐚𝐧 𝐟𝐫𝐨𝐦 𝐲𝐨𝐮𝐫 𝐛𝐚𝐧𝐤 𝐝𝐨𝐞𝐬𝐧’𝐭 𝐦𝐞𝐚𝐧 𝐧𝐨 𝐫𝐢𝐬𝐤 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐛𝐚𝐧𝐤. 𝐈𝐌𝐅 𝐟𝐥𝐚𝐠𝐬 $𝟒.𝟓 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧 𝐢𝐧 𝐡𝐢𝐝𝐝𝐞𝐧 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞𝐬 𝐭𝐨 𝐡𝐞𝐝𝐠𝐞 𝐟𝐮𝐧𝐝𝐬 𝐚𝐧𝐝 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭 𝐚𝐬 𝐚 𝐬𝐲𝐬𝐭𝐞𝐦𝐢𝐜 𝐭𝐡𝐫𝐞𝐚𝐭. IMF Warning on Non‑Bank Risks: • Rising Bank Exposure: U.S. and European banks hold $4.5 trillion in loans to hedge funds, private equity, and private credit funds—about 9% of total loan books. • Capital Buffer Concerns: Over 40% of banking assets are tied to lenders whose non‑bank exposures exceed their Tier 1 capital; some banks’ exposures are 5x their capital. • Amplified Downturn Risk: Stress in lightly regulated non‑bank sectors could transmit shocks to the banking system and magnify market downturns. • Retail Investor Vulnerability: Expansion of private credit/PE products to retail investors raises the risk of forced asset sales during redemptions in a downturn. • Disclosure Gaps: Limited transparency on leverage, liquidity, and asset quality in non‑banks makes vulnerabilities harder to detect. • Valuation Risks: IMF estimates equity markets are ~10% overvalued, fueled by AI optimism—less extreme than the dot‑com bubble, but still a warning sign. • Regulatory Push: IMF urges stronger oversight, better data, and coordination to manage systemic risks. ⛓️‍💥Full story via FT https://x.com/mohossain/status/1978649181641216379?s=46
Reposted by Mo Hossain
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧.

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#China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI

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𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧.

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#China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI

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𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧.

Investors should watch for accelerated de‑risking
𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬
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𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐧𝐞𝐰 𝐞𝐱𝐩𝐨𝐫𝐭 𝐜𝐨𝐧𝐭𝐫𝐨𝐥𝐬 𝐨𝐧 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐝𝐞 𝐩𝐨𝐥𝐢𝐜𝐲—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐜𝐨𝐞𝐫𝐜𝐢𝐨𝐧. By weaponizing critical minerals, Beijing is undermining global supply chains and the rules of free trade. Investors should watch for accelerated de‑risking and supply chain realignment. 𝐒𝐭𝐚𝐭𝐞‑𝐟𝐮𝐧𝐝𝐞𝐝 𝐞𝐬𝐩𝐢𝐨𝐧𝐚𝐠𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐝𝐮𝐦𝐩𝐢𝐧𝐠 𝐨𝐟 𝐬𝐮𝐛𝐬𝐢𝐝𝐢𝐳𝐞𝐝 𝐜𝐡𝐞𝐚𝐩 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐨𝐧𝐥𝐲 𝐞𝐱𝐚𝐜𝐞𝐫𝐛𝐚𝐭𝐞 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐯𝐞𝐫𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬. https://x.com/mohossain/status/1950344695722185202?s=46 #China #India #Tradewar #Tariff #IPTheft #RareEarths #Manufacturing #AI https://x.com/mohossain/status/1978638661282382298?s=46
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
🇨🇳 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐠𝐨𝐭 𝐢𝐭𝐬 𝐦𝐚𝐭𝐜𝐡: persistent deflation and weak demand are holding the economy hostage.

Even with exports rebounding to the EU, 𝑈.𝑆. 𝑡𝑟𝑎𝑑𝑒 𝑡𝑒𝑛𝑠𝑖𝑜𝑛𝑠 + 𝑤𝑒𝑎𝑘 𝑑𝑜𝑚𝑒𝑠𝑡𝑖𝑐 𝑑𝑒𝑚𝑎𝑛𝑑 = 𝑎 𝑝𝑎𝑖𝑛𝑓𝑢𝑙 𝑑𝑒𝑓𝑙𝑎𝑡𝑖𝑜𝑛 𝑡𝑟𝑎𝑝.

Producer prices have fallen for 3yr straight, property slump
x.com/mohossain/st...
🇨🇳 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐠𝐨𝐭 𝐢𝐭𝐬 𝐦𝐚𝐭𝐜𝐡: persistent deflation and weak demand are holding the economy hostage. Even with exports rebounding to the EU, 𝑈.𝑆. 𝑡𝑟𝑎𝑑𝑒 𝑡𝑒𝑛𝑠𝑖𝑜𝑛𝑠 + 𝑤𝑒𝑎𝑘 𝑑𝑜𝑚𝑒𝑠𝑡𝑖𝑐 𝑑𝑒𝑚𝑎𝑛𝑑 = 𝑎 𝑝𝑎𝑖𝑛𝑓𝑢𝑙 𝑑𝑒𝑓𝑙𝑎𝑡𝑖𝑜𝑛 𝑡𝑟𝑎𝑝. Producer prices have fallen for nearly 3 years straight, September CPI dropped 0.3% y/y, and the property slump plus trade frictions block any quick rebound. Beijing is caught between the need for stimulus and the fear of another 2015-style market crash. 𝐓𝐡𝐞 𝐝𝐞𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐟𝐢𝐠𝐡𝐭 𝐢𝐬𝐧’𝐭 𝐨𝐯𝐞𝐫 𝐲𝐞𝐭. https://x.com/mohossain/status/1978593016077074685?s=46 🔗 Full story via Reuters: https://www.reuters.com/world/asia-pacific/chinas-annual-consumer-producer-prices-remain-negative-september-2025-10-15/ #IPTheft #Tradewar #tariff #manufacturing #RareEarths U.S.-China trade: Bessent says Trump won’t be deterred by stock drops https://www.cnbc.com/2025/10/15/treasury-secretary-bessent-stock-market-china.html
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mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
Banks are the barometer, and the reading is GREEN! 🟢 JPMorgan, BofA, and Goldman smashed Q3 earnings, 𝐜𝐨𝐧𝐟𝐢𝐫𝐦𝐢𝐧𝐠 𝐚 𝐒𝐓𝐑𝐎𝐍𝐆 𝐞𝐜𝐨𝐧𝐨𝐦𝐲 🇺🇸.

Consumers are spending, dealmaking is booming, and credit quality is holding up. Zxheadlines scary?—keep an eye on the “two-speed economy”

x.com/mohossain/st...
Banks are the barometer, and the reading is GREEN! 🟢 JPMorgan, BofA, and Goldman smashed Q3 earnings, 𝐜𝐨𝐧𝐟𝐢𝐫𝐦𝐢𝐧𝐠 𝐚 𝐒𝐓𝐑𝐎𝐍𝐆 𝐞𝐜𝐨𝐧𝐨𝐦𝐲 🇺🇸. Consumers are spending, dealmaking is booming, and credit quality is holding up. Don’t let the headlines scare you—the data shows the majority of Americans are healthy. Still, keep an eye on the “two-speed economy” (lower-income stress), a softening labor market, and potential credit risk blow-ups. https://x.com/mohossain/status/1978583316623163631?s=46 ⬇️ 🗞️You may feel stressed about money, but the big banks say you’re not acting like it - MarketWatch https://www.marketwatch.com/story/you-may-feel-stressed-about-money-but-the-big-banks-say-youre-not-acting-like-it-2d7df40b 📰The Nation’s Biggest Banks Are Saying the Economy Is Still Strong https://www.wsj.com/finance/banking/the-nations-biggest-banks-are-saying-the-economy-is-still-strong-689a0d63 @mohossain @ennovance
mohossain.bsky.social
Mo Hossain @mohossain.bsky.social · 4d
NY Fed’s October manufacturing index surprised to the upside: +19.4 pts to 10.7, back in expansion.

📈 Orders + shipments improved, optimism rising (nearly half of firms see better conditions ahead).
Economists had expected contraction (‑1.8).

📰
www.wsj.com/economy/cent...
#Investments
NY Fed’s October manufacturing index surprised to the upside: +19.4 pts to 10.7, back in expansion. 📈 Orders + shipments improved, optimism rising (nearly half of firms see better conditions ahead). Economists had expected contraction (‑1.8). 📰New York Manufacturing Activity Increases for Third Time in Four Months - WSJ https://www.wsj.com/economy/central-banking/new-york-manufacturing-activity-increases-for-third-time-in-four-months-5a00daae #Manufacturing #Investments #job @ennovance NY Fed’s October manufacturing index surprised to the upside: +19.4 pts to 10.7, back in expansion. 📈 Orders + shipments improved, optimism rising (nearly half of firms see better conditions ahead). Economists had expected contraction (‑1.8). 📰New York Manufacturing Activity Increases for Third Time in Four Months - WSJ https://www.wsj.com/economy/central-banking/new-york-manufacturing-activity-increases-for-third-time-in-four-months-5a00daae #Manufacturing #Investments #job @ennovance NY Fed’s October manufacturing index surprised to the upside: +19.4 pts to 10.7, back in expansion. 📈 Orders + shipments improved, optimism rising (nearly half of firms see better conditions ahead). Economists had expected contraction (‑1.8). 📰New York Manufacturing Activity Increases for Third Time in Four Months - WSJ https://www.wsj.com/economy/central-banking/new-york-manufacturing-activity-increases-for-third-time-in-four-months-5a00daae #Manufacturing #Investments #job @ennovance