Mo Hossain
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mohossain.bsky.social
Mo Hossain
@mohossain.bsky.social
69 followers 1 following 1.7K posts
Investor. I take advice. Sharing things I'm learning. re(Post) ≠ E
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mohossain.bsky.social
𝐅𝐞𝐝 𝐅𝐢𝐧𝐝𝐬 𝐉𝐨𝐛 𝐆𝐫𝐨𝐰𝐭𝐡 𝐒𝐥𝐨𝐰𝐝𝐨𝐰𝐧 𝐈𝐬 𝐚 𝐒𝐮𝐩𝐩𝐥𝐲 𝐒𝐡𝐨𝐜𝐤, 𝐃𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐅𝐚𝐥𝐥𝐢𝐧𝐠 𝐈𝐦𝐦𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧, 𝐍𝐨𝐭 𝐖𝐞𝐚𝐤 𝐃𝐞𝐦𝐚𝐧𝐝

Unauthorized Immigration Effects on Local Labor Markets

www.frbsf.org/research-and... #
#job #unemployment #economy #growth investment
𝐅𝐞𝐝 𝐅𝐢𝐧𝐝𝐬 𝐉𝐨𝐛 𝐆𝐫𝐨𝐰𝐭𝐡 𝐒𝐥𝐨𝐰𝐝𝐨𝐰𝐧 𝐈𝐬 𝐚 𝐒𝐮𝐩𝐩𝐥𝐲 𝐒𝐡𝐨𝐜𝐤, 𝐃𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐅𝐚𝐥𝐥𝐢𝐧𝐠 𝐈𝐦𝐦𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧, 𝐍𝐨𝐭 𝐖𝐞𝐚𝐤 𝐃𝐞𝐦𝐚𝐧𝐝   Unauthorized Immigration Effects on Local Labor Markets “New analysis linking immigration data with employment data for specific areas suggests that the rapid rise in unauthorized immigrant worker flows increased local employment roughly one-for-one. Extending the analysis to the industry level further suggests that the slowdown of net immigration had a large negative impact on local employment, particularly for construction and manufacturing. U.S. employment growth is likely to face continued downward pressure as long as the ongoing declines in unauthorized immigrant worker flows continue.” https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/02/unauthorized-immigration-effects-on-local-labor-markets/ # #job #unemployment #economy #growth investment
February 18, 2026 at 8:32 PM
mohossain.bsky.social
Germany’s private pension assets barely register next to peers. Years of relying on the public pillar left funded savings thin.

Reforms now aim for cheaper, simpler, equity‑heavy products. Early estimates: >€8bn/yr into European equities.

Small flow, big narrative. … most underrated growth story.
Wild chart: Germany’s private pension assets barely register next to peers. Years of relying on the public pillar left funded savings thin. Reforms now aim for cheaper, simpler, equity‑heavy products. Early estimates: >€8bn/year into European equities. Small flow, big narrative. A real pension market could be Germany’s most underrated growth story.
February 17, 2026 at 1:28 PM
mohossain.bsky.social
Higher rates broke the PE flywheel.

The golden goose may not be dead — but the golden age? Endowments are learning: illiquidity ≠ immunity.

PE returned 7.4% (3 yrs) vs 19.7% for the S&P 500.

40%+ allocations. Slower exits. 31,000+ unsold companies.

x.com/mohossain/st...
The golden goose may not be dead — but the golden age? Endowments are learning: illiquidity ≠ immunity. PE returned 7.4% (3 yrs) vs 19.7% for the S&P 500. The “gold standard” now trails a basic 70/30. 40%+ allocations. Slower exits. 31,000+ unsold companies. Higher rates broke the PE flywheel. https://x.com/mohossain/status/2023167674298372376?s=46 The golden goose may not be dead — but the golden age? Endowments are learning: illiquidity ≠ immunity. PE returned 7.4% (3 yrs) vs 19.7% for the S&P 500. The “gold standard” now trails a basic 70/30. 40%+ allocations. Slower exits. 31,000+ unsold companies. Higher rates broke the PE flywheel. https://x.com/mohossain/status/2023167674298372376?s=46 The golden goose may not be dead — but the golden age? Endowments are learning: illiquidity ≠ immunity. PE returned 7.4% (3 yrs) vs 19.7% for the S&P 500. The “gold standard” now trails a basic 70/30. 40%+ allocations. Slower exits. 31,000+ unsold companies. Higher rates broke the PE flywheel. https://x.com/mohossain/status/2023167674298372376?s=46
February 15, 2026 at 10:51 PM
mohossain.bsky.social
𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞

AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% a clean sign of rising productivity
x.com/mohossain/st...
#AI #Ennovance
𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞 AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% — a clean sign of rising productivity. Updated estimates point to ~2.7% US productivity growth in 2025, nearly double the past decade’s trend. The J‑curve is bending upward: firms are shifting from AI “experiments” to structural utility, automating full workflows rather than just summaries. Early signals show entry‑level hiring down 16% in AI‑exposed roles while augmented workers gain. But one risk looms large: the least‑productive sectors — healthcare, education, construction — continue to bloat, absorbing labor without matching output gains. If AI diffusion stalls there, the macro uplift hits a ceiling. https://x.com/mohossain/status/2023139715348611267?s=46 #AI #Ennovance 𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞 AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% — a clean sign of rising productivity. Updated estimates point to ~2.7% US productivity growth in 2025, nearly double the past decade’s trend. The J‑curve is bending upward: firms are shifting from AI “experiments” to structural utility, automating full workflows rather than just summaries. Early signals show entry‑level hiring down 16% in AI‑exposed roles while augmented workers gain. But one risk looms large: the least‑productive sectors — healthcare, education, construction — continue to bloat, absorbing labor without matching output gains. If AI diffusion stalls there, the macro uplift hits a ceiling. https://x.com/mohossain/status/2023139715348611267?s=46 #AI #Ennovance 𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞 AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% — a clean sign of rising productivity. Updated estimates point to ~2.7% US productivity growth in 2025, nearly double the past decade’s trend. The J‑curve is bending upward: firms are shifting from AI “experiments” to structural utility, automating full workflows rather than just summaries. Early signals show entry‑level hiring down 16% in AI‑exposed roles while augmented workers gain. But one risk looms large: the least‑productive sectors — healthcare, education, construction — continue to bloat, absorbing labor without matching output gains. If AI diffusion stalls there, the macro uplift hits a ceiling. https://x.com/mohossain/status/2023139715348611267?s=46 #AI #Ennovance 𝐀𝐈 𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐒𝐡𝐨𝐰𝐬 𝐔𝐩 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 — 𝐁𝐮𝐭 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐀𝐫𝐞 𝐒𝐭𝐢𝐥𝐥 𝐃𝐫𝐚𝐠𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐮𝐫𝐯𝐞 AI’s Solow Paradox moment may finally be cracking. BLS revisions cut 403k jobs from payrolls even as Q4 GDP held at 3.7% — a clean sign of rising productivity. Updated estimates point to ~2.7% US productivity growth in 2025, nearly double the past decade’s trend. The J‑curve is bending upward: firms are shifting from AI “experiments” to structural utility, automating full workflows rather than just summaries. Early signals show entry‑level hiring down 16% in AI‑exposed roles while augmented workers gain. But one risk looms large: the least‑productive sectors — healthcare, education, construction — continue to bloat, absorbing labor without matching output gains. If AI diffusion stalls there, the macro uplift hits a ceiling. https://x.com/mohossain/status/2023139715348611267?s=46 #AI #Ennovance
February 15, 2026 at 9:09 PM
mohossain.bsky.social
@AnthropicAI CEO Dario Amodei has recently argued that 𝑪𝒉𝒊𝒏𝒆𝒔𝒆 𝑨𝑰 𝒎𝒐𝒅𝒆𝒍𝒔 𝒂𝒓𝒆 𝒉𝒆𝒂𝒗𝒊𝒍𝒚 𝒐𝒑𝒕𝒊𝒎𝒊𝒛𝒆𝒅 𝒇𝒐𝒓 𝒃𝒆𝒏𝒄𝒉𝒎𝒂𝒓𝒌𝒔 𝒓𝒂𝒕𝒉𝒆𝒓 𝒕𝒉𝒂𝒏 𝒓𝒆𝒂𝒍-𝒘𝒐𝒓𝒍𝒅 𝒖𝒕𝒊𝒍𝒊𝒕𝒚.

x.com/mohossain/st...
x.com/mohossain/st...
#artificial_intelligence #investments
February 15, 2026 at 8:37 PM
mohossain.bsky.social
𝐀𝐝𝐬 𝐇𝐢𝐭 𝐂𝐡𝐚𝐭𝐆𝐏𝐓—𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐚 𝐓𝐞𝐜𝐡 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐌𝐨𝐧𝐞𝐭𝐢𝐳𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐎𝐩𝐞𝐧, 𝐍𝐨𝐭 𝐁𝐞𝐡𝐢𝐧𝐝 𝐚 “𝐃𝐨‑𝐆𝐨𝐨𝐝𝐞𝐫” 𝐂𝐮𝐫𝐭𝐚𝐢𝐧

OpenAI finally flips the switch: ads are coming to ChatGPT’s free/Go tiers. When 95% of your 900M WAUs pay nothing $1.4T in capex, “mission‑aligned ads” like mission reality.
x.com/mohossain/st...
𝐀𝐝𝐬 𝐇𝐢𝐭 𝐂𝐡𝐚𝐭𝐆𝐏𝐓—𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐚 𝐓𝐞𝐜𝐡 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐌𝐨𝐧𝐞𝐭𝐢𝐳𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐎𝐩𝐞𝐧, 𝐍𝐨𝐭 𝐁𝐞𝐡𝐢𝐧𝐝 𝐚 “𝐃𝐨‑𝐆𝐨𝐨𝐝𝐞𝐫” 𝐂𝐮𝐫𝐭𝐚𝐢𝐧 OpenAI finally flips the switch: ads are coming to ChatGPT’s free/Go tiers. When 95% of your 900M WAUs pay nothing and you’ve pledged $1.4T in capex, “mission‑aligned ads” starts sounding like mission reality. At least they’re transparent about it—rarer than the virtue‑signaling fog you get from the do‑gooder giants in Cupertino and Mountain View. #AI #ArtificialInteligence #openAI #Apple #Gemini investments https://x.com/mohossain/status/2023132205816664479?s=46 𝐀𝐝𝐬 𝐇𝐢𝐭 𝐂𝐡𝐚𝐭𝐆𝐏𝐓—𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐚 𝐓𝐞𝐜𝐡 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐌𝐨𝐧𝐞𝐭𝐢𝐳𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐎𝐩𝐞𝐧, 𝐍𝐨𝐭 𝐁𝐞𝐡𝐢𝐧𝐝 𝐚 “𝐃𝐨‑𝐆𝐨𝐨𝐝𝐞𝐫” 𝐂𝐮𝐫𝐭𝐚𝐢𝐧 OpenAI finally flips the switch: ads are coming to ChatGPT’s free/Go tiers. When 95% of your 900M WAUs pay nothing and you’ve pledged $1.4T in capex, “mission‑aligned ads” starts sounding like mission reality. At least they’re transparent about it—rarer than the virtue‑signaling fog you get from the do‑gooder giants in Cupertino and Mountain View. #AI #ArtificialInteligence #openAI #Apple #Gemini investments https://x.com/mohossain/status/2023132205816664479?s=46 𝐀𝐝𝐬 𝐇𝐢𝐭 𝐂𝐡𝐚𝐭𝐆𝐏𝐓—𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐚 𝐓𝐞𝐜𝐡 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐌𝐨𝐧𝐞𝐭𝐢𝐳𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐎𝐩𝐞𝐧, 𝐍𝐨𝐭 𝐁𝐞𝐡𝐢𝐧𝐝 𝐚 “𝐃𝐨‑𝐆𝐨𝐨𝐝𝐞𝐫” 𝐂𝐮𝐫𝐭𝐚𝐢𝐧 OpenAI finally flips the switch: ads are coming to ChatGPT’s free/Go tiers. When 95% of your 900M WAUs pay nothing and you’ve pledged $1.4T in capex, “mission‑aligned ads” starts sounding like mission reality. At least they’re transparent about it—rarer than the virtue‑signaling fog you get from the do‑gooder giants in Cupertino and Mountain View. #AI #ArtificialInteligence #openAI #Apple #Gemini investments https://x.com/mohossain/status/2023132205816664479?s=46 𝐀𝐝𝐬 𝐇𝐢𝐭 𝐂𝐡𝐚𝐭𝐆𝐏𝐓—𝐅𝐢𝐧𝐚𝐥𝐥𝐲 𝐚 𝐓𝐞𝐜𝐡 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐌𝐨𝐧𝐞𝐭𝐢𝐳𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐎𝐩𝐞𝐧, 𝐍𝐨𝐭 𝐁𝐞𝐡𝐢𝐧𝐝 𝐚 “𝐃𝐨‑𝐆𝐨𝐨𝐝𝐞𝐫” 𝐂𝐮𝐫𝐭𝐚𝐢𝐧 OpenAI finally flips the switch: ads are coming to ChatGPT’s free/Go tiers. When 95% of your 900M WAUs pay nothing and you’ve pledged $1.4T in capex, “mission‑aligned ads” starts sounding like mission reality. At least they’re transparent about it—rarer than the virtue‑signaling fog you get from the do‑gooder giants in Cupertino and Mountain View. #AI #ArtificialInteligence #openAI #Apple #Gemini investments https://x.com/mohossain/status/2023132205816664479?s=46
February 15, 2026 at 8:34 PM
Reposted by Mo Hossain
mohossain.bsky.social
🇺🇸US equities: same earnings, 40% pricier. Turns out the real American exceptionalism is the P/E multiple.

x.com/mohossain/st...
🇺🇸US equities: same earnings, 40% pricier. Turns out the real American exceptionalism is the P/E multiple. https://x.com/mohossain/status/2023030413472796676?s=46
February 15, 2026 at 1:44 PM
mohossain.bsky.social
𝐆𝐥𝐨𝐰‑𝐮𝐩 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥? 𝐏𝐡𝐢𝐥𝐥𝐲 𝐚𝐧𝐝 𝐃𝐞𝐭𝐫𝐨𝐢𝐭 𝐜𝐨𝐮𝐥𝐝 𝐭𝐮𝐫𝐧 “𝐦𝐨𝐬𝐭 𝐬𝐞𝐠𝐫𝐞𝐠𝐚𝐭𝐞𝐝” 𝐢𝐧𝐭𝐨 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐜𝐨𝐦𝐞𝐛𝐚𝐜𝐤 𝐬𝐭𝐨𝐫𝐲.

If you’re looking for “evenly mixed,” Philly and Detroit won’t top the list—but hey, every great American comeback story starts with a chart that says “room to grow.

x.com/mohossain/st...
ht FT
𝐆𝐥𝐨𝐰‑𝐮𝐩 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥? 𝐏𝐡𝐢𝐥𝐥𝐲 𝐚𝐧𝐝 𝐃𝐞𝐭𝐫𝐨𝐢𝐭 𝐜𝐨𝐮𝐥𝐝 𝐭𝐮𝐫𝐧 “𝐦𝐨𝐬𝐭 𝐬𝐞𝐠𝐫𝐞𝐠𝐚𝐭𝐞𝐝” 𝐢𝐧𝐭𝐨 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐜𝐨𝐦𝐞𝐛𝐚𝐜𝐤 𝐬𝐭𝐨𝐫𝐲. If you’re looking for “evenly mixed,” Philly and Detroit won’t top the list—but hey, every great American comeback story starts with a chart that says “room to grow. https://x.com/mohossain/status/1535742701668286464?s=46 ht FT PhillyInquirer PHLBizJournal @AP
February 15, 2026 at 5:17 PM
mohossain.bsky.social
🇺🇸US equities: same earnings, 40% pricier. Turns out the real American exceptionalism is the P/E multiple.

x.com/mohossain/st...
🇺🇸US equities: same earnings, 40% pricier. Turns out the real American exceptionalism is the P/E multiple. https://x.com/mohossain/status/2023030413472796676?s=46
February 15, 2026 at 1:44 PM
Reposted by Mo Hossain
mohossain.bsky.social
𝐒𝐢𝐦𝐩𝐥𝐞 𝐜𝐡𝐚𝐫𝐭, 𝐛𝐢𝐠 𝐦𝐨𝐨𝐝
: U.S. energy majors quietly entering their ‘revenge of the dinosaurs’ era. Turns out the fossils still lift when rates stay high and capex stays shy.

ht:GS
#shalegas #energysecurity #oott #oilprice #chemicals investment Ennovance OPEC gasprice
x.com/mohossain/st...
𝐒𝐢𝐦𝐩𝐥𝐞 𝐜𝐡𝐚𝐫𝐭, 𝐛𝐢𝐠 𝐦𝐨𝐨𝐝 : U.S. energy majors quietly entering their ‘revenge of the dinosaurs’ era. Turns out the fossils still lift when rates stay high and capex stays shy. ht:GS #shalegas #energysecurity #oott #oilprice #chemicals investment Ennovance OPEC gasprice https://x.com/mohossain/status/2020549381124915666?s=46
February 8, 2026 at 5:26 PM
mohossain.bsky.social
𝐖𝐡𝐨’𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐠𝐫𝐨𝐰𝐭𝐡?
𝐋𝐨𝐨𝐤 𝐚𝐭 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭.

In 2023, manufacturing led originations.
By 2025, cloud computing took the crown.

Private debt funds now function as a parallel lending system rivaling banks.

This isn’t ‘alternative’ anymore — it is the credit market.
x.com/mohossain/st...
𝐖𝐡𝐨’𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐠𝐫𝐨𝐰𝐭𝐡? 𝐋𝐨𝐨𝐤 𝐚𝐭 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭. In 2023, manufacturing led originations. By 2025, cloud computing took the crown. Capital is following compute. At the same time, US C&I bank loans are sliding toward a 30‑year low. Meanwhile, private credit AUM has compounded at 16% for two decades. BDCs + private debt funds now function as a parallel lending system rivaling banks. This isn’t ‘alternative’ anymore — it is the credit market. https://x.com/mohossain/status/2020564572613046678?s=46 #bank #Ennovance #privatedebt #privatecredit #loan #fund #investor #privateequity #manufacturing #Fed #Rate 𝐖𝐡𝐨’𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐠𝐫𝐨𝐰𝐭𝐡? 𝐋𝐨𝐨𝐤 𝐚𝐭 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭. In 2023, manufacturing led originations. By 2025, cloud computing took the crown. Capital is following compute. At the same time, US C&I bank loans are sliding toward a 30‑year low. Meanwhile, private credit AUM has compounded at 16% for two decades. BDCs + private debt funds now function as a parallel lending system rivaling banks. This isn’t ‘alternative’ anymore — it is the credit market. https://x.com/mohossain/status/2020564572613046678?s=46 #bank #Ennovance #privatedebt #privatecredit #loan #fund #investor #privateequity #manufacturing #Fed #Rate
February 8, 2026 at 10:03 PM
mohossain.bsky.social
𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐞𝐫𝐬 𝐆𝐞𝐭 𝐭𝐡𝐞 𝐃𝐢𝐚𝐥 𝐓𝐨𝐧𝐞 𝐖𝐡𝐢𝐥𝐞 𝐁𝐚𝐧𝐤𝐬 𝐂𝐨𝐮𝐫𝐭 𝐋𝐨𝐜𝐚𝐥 𝐍𝐞𝐰𝐬 𝐁𝐥𝐨𝐠𝐠𝐞𝐫𝐬, 𝐏𝐮𝐦𝐩 𝐓𝐚𝐱𝐩𝐚𝐲𝐞𝐫‑𝐁𝐚𝐜𝐤𝐞𝐝 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐚𝐧𝐝 𝐒𝐪𝐮𝐞𝐞𝐳𝐞 𝐋𝐨𝐰𝐞𝐫‑𝐈𝐧𝐜𝐨𝐦𝐞 𝐂𝐚𝐫𝐝𝐡𝐨𝐥𝐝𝐞𝐫𝐬.

Banks keep saying they’re ‘open for business,’ but C&I is only 8.4% of assets Feels like ‘press 1 to be redirected to private credit.
x.com/mohossain/st...
𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐞𝐫𝐬 𝐆𝐞𝐭 𝐭𝐡𝐞 𝐃𝐢𝐚𝐥 𝐓𝐨𝐧𝐞 𝐖𝐡𝐢𝐥𝐞 𝐁𝐚𝐧𝐤𝐬 𝐂𝐨𝐮𝐫𝐭 𝐋𝐨𝐜𝐚𝐥 𝐍𝐞𝐰𝐬 𝐁𝐥𝐨𝐠𝐠𝐞𝐫𝐬, 𝐏𝐮𝐦𝐩 𝐓𝐚𝐱𝐩𝐚𝐲𝐞𝐫‑𝐁𝐚𝐜𝐤𝐞𝐝 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐚𝐧𝐝 𝐒𝐪𝐮𝐞𝐞𝐳𝐞 𝐋𝐨𝐰𝐞𝐫‑𝐈𝐧𝐜𝐨𝐦𝐞 𝐂𝐚𝐫𝐝𝐡𝐨𝐥𝐝𝐞𝐫𝐬. Banks keep saying they’re ‘open for business,’ but C&I is only 8.4% of assets now vs 10.4% in 2019. Feels more like ‘press 1 to be redirected to private credit. US C&I loans down to 6.8% of GDP, near 30‑year lows. Manufacturers’ bank debt has drifted from ~40% of total in 2000 to under 20% today. https://x.com/mohossain/status/1773792159663014142?s=46 #bank #Ennovance #privatedebt #privatecredit #loan #fund #investor #privateequity #manufacturing #Fed #Rate 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐞𝐫𝐬 𝐆𝐞𝐭 𝐭𝐡𝐞 𝐃𝐢𝐚𝐥 𝐓𝐨𝐧𝐞 𝐖𝐡𝐢𝐥𝐞 𝐁𝐚𝐧𝐤𝐬 𝐂𝐨𝐮𝐫𝐭 𝐋𝐨𝐜𝐚𝐥 𝐍𝐞𝐰𝐬 𝐁𝐥𝐨𝐠𝐠𝐞𝐫𝐬, 𝐏𝐮𝐦𝐩 𝐓𝐚𝐱𝐩𝐚𝐲𝐞𝐫‑𝐁𝐚𝐜𝐤𝐞𝐝 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐚𝐧𝐝 𝐒𝐪𝐮𝐞𝐞𝐳𝐞 𝐋𝐨𝐰𝐞𝐫‑𝐈𝐧𝐜𝐨𝐦𝐞 𝐂𝐚𝐫𝐝𝐡𝐨𝐥𝐝𝐞𝐫𝐬. Banks keep saying they’re ‘open for business,’ but C&I is only 8.4% of assets now vs 10.4% in 2019. Feels more like ‘press 1 to be redirected to private credit. US C&I loans down to 6.8% of GDP, near 30‑year lows. Manufacturers’ bank debt has drifted from ~40% of total in 2000 to under 20% today. https://x.com/mohossain/status/1773792159663014142?s=46 #bank #Ennovance #privatedebt #privatecredit #loan #fund #investor #privateequity #manufacturing #Fed #Rate 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐞𝐫𝐬 𝐆𝐞𝐭 𝐭𝐡𝐞 𝐃𝐢𝐚𝐥 𝐓𝐨𝐧𝐞 𝐖𝐡𝐢𝐥𝐞 𝐁𝐚𝐧𝐤𝐬 𝐂𝐨𝐮𝐫𝐭 𝐋𝐨𝐜𝐚𝐥 𝐍𝐞𝐰𝐬 𝐁𝐥𝐨𝐠𝐠𝐞𝐫𝐬, 𝐏𝐮𝐦𝐩 𝐓𝐚𝐱𝐩𝐚𝐲𝐞𝐫‑𝐁𝐚𝐜𝐤𝐞𝐝 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐚𝐧𝐝 𝐒𝐪𝐮𝐞𝐞𝐳𝐞 𝐋𝐨𝐰𝐞𝐫‑𝐈𝐧𝐜𝐨𝐦𝐞 𝐂𝐚𝐫𝐝𝐡𝐨𝐥𝐝𝐞𝐫𝐬. Banks keep saying they’re ‘open for business,’ but C&I is only 8.4% of assets now vs 10.4% in 2019. Feels more like ‘press 1 to be redirected to private credit. US C&I loans down to 6.8% of GDP, near 30‑year lows. Manufacturers’ bank debt has drifted from ~40% of total in 2000 to under 20% today. https://x.com/mohossain/status/1773792159663014142?s=46 #bank #Ennovance #privatedebt #privatecredit #loan #fund #investor #privateequity #manufacturing #Fed #Rate 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐞𝐫𝐬 𝐆𝐞𝐭 𝐭𝐡𝐞 𝐃𝐢𝐚𝐥 𝐓𝐨𝐧𝐞 𝐖𝐡𝐢𝐥𝐞 𝐁𝐚𝐧𝐤𝐬 𝐂𝐨𝐮𝐫𝐭 𝐋𝐨𝐜𝐚𝐥 𝐍𝐞𝐰𝐬 𝐁𝐥𝐨𝐠𝐠𝐞𝐫𝐬, 𝐏𝐮𝐦𝐩 𝐓𝐚𝐱𝐩𝐚𝐲𝐞𝐫‑𝐁𝐚𝐜𝐤𝐞𝐝 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐚𝐧𝐝 𝐒𝐪𝐮𝐞𝐞𝐳𝐞 𝐋𝐨𝐰𝐞𝐫‑𝐈𝐧𝐜𝐨𝐦𝐞 𝐂𝐚𝐫𝐝𝐡𝐨𝐥𝐝𝐞𝐫𝐬. Banks keep saying they’re ‘open for business,’ but C&I is only 8.4% of assets now vs 10.4% in 2019. Feels more like ‘press 1 to be redirected to private credit. US C&I loans down to 6.8% of GDP, near 30‑year lows. Manufacturers’ bank debt has drifted from ~40% of total in 2000 to under 20% today. https://x.com/mohossain/status/1773792159663014142?s=46 #bank #Ennovance #privatedebt #privatecredit #loan #fund #investor #privateequity #manufacturing #Fed #Rate
February 8, 2026 at 6:32 PM
mohossain.bsky.social
𝐒𝐢𝐦𝐩𝐥𝐞 𝐜𝐡𝐚𝐫𝐭, 𝐛𝐢𝐠 𝐦𝐨𝐨𝐝
: U.S. energy majors quietly entering their ‘revenge of the dinosaurs’ era. Turns out the fossils still lift when rates stay high and capex stays shy.

ht:GS
#shalegas #energysecurity #oott #oilprice #chemicals investment Ennovance OPEC gasprice
x.com/mohossain/st...
𝐒𝐢𝐦𝐩𝐥𝐞 𝐜𝐡𝐚𝐫𝐭, 𝐛𝐢𝐠 𝐦𝐨𝐨𝐝 : U.S. energy majors quietly entering their ‘revenge of the dinosaurs’ era. Turns out the fossils still lift when rates stay high and capex stays shy. ht:GS #shalegas #energysecurity #oott #oilprice #chemicals investment Ennovance OPEC gasprice https://x.com/mohossain/status/2020549381124915666?s=46
February 8, 2026 at 5:26 PM
Reposted by Mo Hossain
mohossain.bsky.social
𝐁𝐫𝐞𝐚𝐤𝐞𝐯𝐞𝐧 𝐏𝐚𝐲𝐫𝐨𝐥𝐥𝐬 𝐂𝐨𝐥𝐥𝐚𝐩𝐬𝐞 𝐚𝐬 𝐔.𝐒. 𝐏𝐨𝐩𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐆𝐫𝐨𝐰𝐭𝐡 𝐇𝐢𝐭𝐬 𝐏𝐨𝐬𝐭‑𝐏𝐚𝐧𝐝𝐞𝐦𝐢𝐜 𝐋𝐨𝐰

…breakeven payrolls are falling off a cliff.
Why? Population growth just hit a post-pandemic low.
Immigration slowdown = labor supply crunch.
Investors: recalibrate your hiring and wage assumptions.
x.com/mohossain/st...
𝐁𝐫𝐞𝐚𝐤𝐞𝐯𝐞𝐧 𝐏𝐚𝐲𝐫𝐨𝐥𝐥𝐬 𝐂𝐨𝐥𝐥𝐚𝐩𝐬𝐞 𝐚𝐬 𝐔.𝐒. 𝐏𝐨𝐩𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐆𝐫𝐨𝐰𝐭𝐡 𝐇𝐢𝐭𝐬 𝐏𝐨𝐬𝐭‑𝐏𝐚𝐧𝐝𝐞𝐦𝐢𝐜 𝐋𝐨𝐰 From 250k to 30k/month: breakeven payrolls are falling off a cliff. Why? Population growth just hit a post-pandemic low. Immigration slowdown = labor supply crunch. Investors: recalibrate your hiring and wage assumptions. The population grew by 1.8 million, or 0.5 percent, between July 2024 and June 2025.. Every state except two — Montana and West Virginia — saw either slower population growth or faster population decline last year #productivity #LaborMarket #FedWatch #immigation #unemployment $ ht: FT/WPO Ennovance https://x.com/mohossain/status/2016301672721522988?s=46 𝐁𝐫𝐞𝐚𝐤𝐞𝐯𝐞𝐧 𝐏𝐚𝐲𝐫𝐨𝐥𝐥𝐬 𝐂𝐨𝐥𝐥𝐚𝐩𝐬𝐞 𝐚𝐬 𝐔.𝐒. 𝐏𝐨𝐩𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐆𝐫𝐨𝐰𝐭𝐡 𝐇𝐢𝐭𝐬 𝐏𝐨𝐬𝐭‑𝐏𝐚𝐧𝐝𝐞𝐦𝐢𝐜 𝐋𝐨𝐰 From 250k to 30k/month: breakeven payrolls are falling off a cliff. Why? Population growth just hit a post-pandemic low. Immigration slowdown = labor supply crunch. Investors: recalibrate your hiring and wage assumptions. The population grew by 1.8 million, or 0.5 percent, between July 2024 and June 2025.. Every state except two — Montana and West Virginia — saw either slower population growth or faster population decline last year #productivity #LaborMarket #FedWatch #immigation #unemployment $ ht: FT/WPO Ennovance https://x.com/mohossain/status/2016301672721522988?s=46 𝐁𝐫𝐞𝐚𝐤𝐞𝐯𝐞𝐧 𝐏𝐚𝐲𝐫𝐨𝐥𝐥𝐬 𝐂𝐨𝐥𝐥𝐚𝐩𝐬𝐞 𝐚𝐬 𝐔.𝐒. 𝐏𝐨𝐩𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐆𝐫𝐨𝐰𝐭𝐡 𝐇𝐢𝐭𝐬 𝐏𝐨𝐬𝐭‑𝐏𝐚𝐧𝐝𝐞𝐦𝐢𝐜 𝐋𝐨𝐰 From 250k to 30k/month: breakeven payrolls are falling off a cliff. Why? Population growth just hit a post-pandemic low. Immigration slowdown = labor supply crunch. Investors: recalibrate your hiring and wage assumptions. The population grew by 1.8 million, or 0.5 percent, between July 2024 and June 2025.. Every state except two — Montana and West Virginia — saw either slower population growth or faster population decline last year #productivity #LaborMarket #FedWatch #immigation #unemployment $ ht: FT/WPO Ennovance https://x.com/mohossain/status/2016301672721522988?s=46 𝐁𝐫𝐞𝐚𝐤𝐞𝐯𝐞𝐧 𝐏𝐚𝐲𝐫𝐨𝐥𝐥𝐬 𝐂𝐨𝐥𝐥𝐚𝐩𝐬𝐞 𝐚𝐬 𝐔.𝐒. 𝐏𝐨𝐩𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐆𝐫𝐨𝐰𝐭𝐡 𝐇𝐢𝐭𝐬 𝐏𝐨𝐬𝐭‑𝐏𝐚𝐧𝐝𝐞𝐦𝐢𝐜 𝐋𝐨𝐰 From 250k to 30k/month: breakeven payrolls are falling off a cliff. Why? Population growth just hit a post-pandemic low. Immigration slowdown = labor supply crunch. Investors: recalibrate your hiring and wage assumptions. The population grew by 1.8 million, or 0.5 percent, between July 2024 and June 2025.. Every state except two — Montana and West Virginia — saw either slower population growth or faster population decline last year #productivity #LaborMarket #FedWatch #immigation #unemployment $ ht: FT/WPO Ennovance https://x.com/mohossain/status/2016301672721522988?s=46
January 28, 2026 at 12:14 AM
Reposted by Mo Hossain
mohossain.bsky.social
Over 3 years UC’s index fund ≈ 15% annualized; Yale ≈ 6.2%.

Big endowments face taxes, liquidity needs, and crowded alternatives, rethink allocation, not just managers.

⏩More by @JanetLorin
via BBG
www.bloomberg.com/news/feature...
#privateequity #Fed #InterestRates #LBO
x.com/mohossain/st...
Over 3 years UC’s index fund ≈ 15% annualized; Yale ≈ 6.2%. Big endowments face taxes, liquidity needs, and crowded alternatives, rethink allocation, not just managers. ⏩More by @JanetLorin via BBG https://www.bloomberg.com/news/features/2026-01-26/yale-s-famed-endowment-model-falters-at-a-tough-time-for-colleges #privateequity #Fed #InterestRates #LBO https://x.com/mohossain/status/2015268199013454263?s=46 Over 3 years UC’s index fund ≈ 15% annualized; Yale ≈ 6.2%. Big endowments face taxes, liquidity needs, and crowded alternatives, rethink allocation, not just managers. ⏩More by @JanetLorin via BBG https://www.bloomberg.com/news/features/2026-01-26/yale-s-famed-endowment-model-falters-at-a-tough-time-for-colleges #privateequity #Fed #InterestRates #LBO https://x.com/mohossain/status/2015268199013454263?s=46
January 28, 2026 at 12:48 AM
Reposted by Mo Hossain
mohossain.bsky.social
𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐌𝐚𝐫𝐠𝐢𝐧𝐬 𝐃𝐢𝐩, 𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞 𝐒𝐩𝐞𝐧𝐝𝐢𝐧𝐠 𝐑𝐢𝐬𝐞𝐬: 𝐓𝐡𝐞 𝐎𝐥𝐝 𝟏–𝟐% 𝐅𝐢𝐱.
𝐒𝐨 𝐰𝐡𝐨’𝐬 𝐜𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐚𝐥𝐥𝐢𝐧𝐠 𝐤𝐧𝐢𝐟𝐞?

Insurers shed $96B after Medicare held 2027 rates flat — but patients shouldn’t pay for the panic.
🤔: … there’s still time for a 1–2% charm through lobbyists, NGOs,
📰

x.com/mohossain/st...
𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐌𝐚𝐫𝐠𝐢𝐧𝐬 𝐃𝐢𝐩, 𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞 𝐒𝐩𝐞𝐧𝐝𝐢𝐧𝐠 𝐑𝐢𝐬𝐞𝐬: 𝐓𝐡𝐞 𝐎𝐥𝐝 𝟏–𝟐% 𝐅𝐢𝐱. 𝐒𝐨 𝐰𝐡𝐨’𝐬 𝐜𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐚𝐥𝐥𝐢𝐧𝐠 𝐤𝐧𝐢𝐟𝐞? Insurers shed $96B after Medicare held 2027 rates flat — but patients shouldn’t pay for the panic. A sustainable system starts with protecting care, not corporate margins. 🤔: … there’s still time for a 1–2% charm offensive through lobbyists, NGOs, and “mission‑driven” groups. Historically, that investment comes back with interest. 📰Health Insurers in Shock After Medicare Holds Line on 2027 Payments - WSJ https://www.wsj.com/health/healthcare/shock-and-dismay-among-health-insurers-after-medicare-holds-line-on-2027-payments-3c5bb085 https://x.com/mohossain/status/2016345875187171666?s=46
January 28, 2026 at 3:07 AM
Reposted by Mo Hossain
mohossain.bsky.social
China’s deflation isn’t a mystery: weak household demand + chronic overcapacity = falling margins, falling wages, and forced price cuts. Exports keep headline GDP afloat, but the domestic engine is stalling.
www.wsj.com/world/china/...
China’s deflation isn’t a mystery: weak household demand + chronic overcapacity = falling margins, falling wages, and forced price cuts. Exports keep headline GDP afloat, but the domestic engine is stalling. Until policy shifts from factories to families, the loop won’t break. The question now is how long Europe and others will tolerate becoming the world’s dumping bins for China’s surplus. @EU_Commission @Europarl_EN 📰 The Deflation Doom Loop Trapping China’s Economy @wsj https://www.wsj.com/world/china/deflation-doom-loop-china-economy-25b0938a China’s deflation isn’t a mystery: weak household demand + chronic overcapacity = falling margins, falling wages, and forced price cuts. Exports keep headline GDP afloat, but the domestic engine is stalling. Until policy shifts from factories to families, the loop won’t break. The question now is how long Europe and others will tolerate becoming the world’s dumping bins for China’s surplus. @EU_Commission @Europarl_EN 📰 The Deflation Doom Loop Trapping China’s Economy @wsj https://www.wsj.com/world/china/deflation-doom-loop-china-economy-25b0938a China’s deflation isn’t a mystery: weak household demand + chronic overcapacity = falling margins, falling wages, and forced price cuts. Exports keep headline GDP afloat, but the domestic engine is stalling. Until policy shifts from factories to families, the loop won’t break. The question now is how long Europe and others will tolerate becoming the world’s dumping bins for China’s surplus. @EU_Commission @Europarl_EN 📰 The Deflation Doom Loop Trapping China’s Economy @wsj https://www.wsj.com/world/china/deflation-doom-loop-china-economy-25b0938a China’s deflation isn’t a mystery: weak household demand + chronic overcapacity = falling margins, falling wages, and forced price cuts. Exports keep headline GDP afloat, but the domestic engine is stalling. Until policy shifts from factories to families, the loop won’t break. The question now is how long Europe and others will tolerate becoming the world’s dumping bins for China’s surplus. @EU_Commission @Europarl_EN 📰 The Deflation Doom Loop Trapping China’s Economy @wsj https://www.wsj.com/world/china/deflation-doom-loop-china-economy-25b0938a
January 28, 2026 at 3:40 AM
Reposted by Mo Hossain
mohossain.bsky.social
Consumer confidence just cratered to a 12‑year low. Households are flashing stress: job fears rising, borrowing costs biting, and discretionary spending rolling over. ..should investors wait to see if actual spending cracks before ….?

What People Do, Not What They Say??
x.com/mohossain/st...
Consumer confidence just cratered to a 12‑year low. Households are flashing stress: job fears rising, borrowing costs biting, and discretionary spending rolling over. The macro still looks fine — but should investors wait to see if actual spending cracks before chasing the soft landing? What People Do, Not What They Say?? https://x.com/mohossain/status/1915845361412821333?s=46 Consumer confidence just cratered to a 12‑year low. Households are flashing stress: job fears rising, borrowing costs biting, and discretionary spending rolling over. The macro still looks fine — but should investors wait to see if actual spending cracks before chasing the soft landing? What People Do, Not What They Say?? https://x.com/mohossain/status/1915845361412821333?s=46
January 28, 2026 at 4:01 AM
Reposted by Mo Hossain
mohossain.bsky.social
The signal isn’t “anti‑MA”; it’s “no free multiple for gaming risk scores” and a tilt toward leveling the field between national giants and smaller or nonprofit plans.

Isn’t MA shifting from a political‑beta trade to an execution‑ and cost‑control story?
x.com/mohossain/st...
𝐍𝐨 𝐌𝐨𝐫𝐞 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐟𝐨𝐫 𝐂𝐨𝐝𝐢𝐧𝐠 𝐌𝐚𝐠𝐢𝐜 𝐚𝐬 𝐭𝐡𝐞 𝐌𝐞𝐚𝐭 𝐆𝐫𝐢𝐧𝐝𝐞𝐫 𝐇𝐚𝐬𝐧’𝐭 𝐄𝐯𝐞𝐧 𝐇𝐢𝐭 𝐎𝐩𝐭𝐮𝐦 𝐘𝐞𝐭 The signal isn’t “anti‑MA”; it’s “no free multiple for gaming risk scores” and a tilt toward leveling the field between national giants and smaller or nonprofit plans. For investors, isn’t MA shifting from a political‑beta trade to an execution‑ and cost‑control story? https://x.com/mohossain/status/2016345875187171666?s=46 #healthcare #hospital #HealthInsurance 𝐍𝐨 𝐌𝐨𝐫𝐞 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐟𝐨𝐫 𝐂𝐨𝐝𝐢𝐧𝐠 𝐌𝐚𝐠𝐢𝐜 𝐚𝐬 𝐭𝐡𝐞 𝐌𝐞𝐚𝐭 𝐆𝐫𝐢𝐧𝐝𝐞𝐫 𝐇𝐚𝐬𝐧’𝐭 𝐄𝐯𝐞𝐧 𝐇𝐢𝐭 𝐎𝐩𝐭𝐮𝐦 𝐘𝐞𝐭 The signal isn’t “anti‑MA”; it’s “no free multiple for gaming risk scores” and a tilt toward leveling the field between national giants and smaller or nonprofit plans. For investors, isn’t MA shifting from a political‑beta trade to an execution‑ and cost‑control story? https://x.com/mohossain/status/2016345875187171666?s=46 #healthcare #hospital #HealthInsurance
January 28, 2026 at 11:22 PM
Reposted by Mo Hossain
mohossain.bsky.social
✅The #GDPNow model by @AtlantaFed nowcast of real GDP growth in Q42025 is 5.4%

📰Investors bet on ‘hot’ US economy…
“.. American workers.. expects $440bn will be returned to US households through tax refunds this year.”

www.ft.com/content/8cbb...
#stimulus #economy #growth #Investor
✅The #GDPNow model by @AtlantaFed nowcast of real GDP growth in Q42025 is 5.4% 📰Investors bet on ‘hot’ US economy heading into midterm elections “Spending on AI build-out is expected to keep rapidly expanding in 2026, while Trump’s tax bill includes measures to incentivise investments in machinery and factory equipment. It also means tax cuts for many American workers; Ward expects $440bn will be returned to US households through tax refunds this year.” https://www.ft.com/content/8cbb2664-7795-4286-a795-99181df151fc #stimulus #economy #growth #Investor
January 29, 2026 at 12:19 AM
Reposted by Mo Hossain
mohossain.bsky.social
U.S. life expectancy just hit a record 79 years, powered by a 26% drop in overdose deaths and post‑COVID gains. But the U.S. still lags other rich countries sitting in the low‑to‑mid 80s — a reminder that health outcomes track policy, inequality, and place as much as personal bio‑hacking.
U.S. life expectancy just hit a record 79 years, powered by a 26% drop in overdose deaths and post‑COVID gains. But the U.S. still lags other rich countries sitting in the low‑to‑mid 80s — a reminder that health outcomes track policy, inequality, and place as much as personal bio‑hacking.
January 31, 2026 at 2:19 AM
Reposted by Mo Hossain
mohossain.bsky.social
Home sales are at a 30‑year low, but 62% of buyers paid below list last year—the highest share since 2019, with average discounts hitting 8%, the biggest since 2012—and home‑purchase cancellations just reached a record high.

x.com/mohossain/st...
#home #realestate #mortgage #
February 3, 2026 at 3:33 AM
Reposted by Mo Hossain
mohossain.bsky.social
𝐃𝐞𝐦𝐨𝐠𝐫𝐚𝐩𝐡𝐢𝐜𝐬 𝐃𝐫𝐢𝐯𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥: 𝐀𝐦𝐞𝐫𝐢𝐜𝐚’𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 𝐄𝐧𝐠𝐢𝐧𝐞 𝐇𝐚𝐬 𝐌𝐨𝐯𝐞𝐝 𝐒𝐨𝐮𝐭𝐡 𝐚𝐧𝐝 𝐖𝐞𝐬𝐭

Long‑duration implications for housing, retail, infrastructure, and muni spreads.

#migration #growth #muni #population $ #philadelphia Pennsylvania investment
x.com/mohossain/st...
𝐃𝐞𝐦𝐨𝐠𝐫𝐚𝐩𝐡𝐢𝐜𝐬 𝐃𝐫𝐢𝐯𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥: 𝐀𝐦𝐞𝐫𝐢𝐜𝐚’𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 𝐄𝐧𝐠𝐢𝐧𝐞 𝐇𝐚𝐬 𝐌𝐨𝐯𝐞𝐝 𝐒𝐨𝐮𝐭𝐡 𝐚𝐧𝐝 𝐖𝐞𝐬𝐭 The 2025 Census update reinforces the structural trade: capital, labor, and tax base continue migrating to the South and West. SC and ID top growth; TX adds the most people outright. High‑cost states keep leaking residents. Long‑duration implications for housing, retail, infrastructure, and muni spreads. #migration #growth #muni #population $ #philadelphia Pennsylvania investment https://x.com/mohossain/status/2018718250138255454?s=46 𝐃𝐞𝐦𝐨𝐠𝐫𝐚𝐩𝐡𝐢𝐜𝐬 𝐃𝐫𝐢𝐯𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥: 𝐀𝐦𝐞𝐫𝐢𝐜𝐚’𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 𝐄𝐧𝐠𝐢𝐧𝐞 𝐇𝐚𝐬 𝐌𝐨𝐯𝐞𝐝 𝐒𝐨𝐮𝐭𝐡 𝐚𝐧𝐝 𝐖𝐞𝐬𝐭 The 2025 Census update reinforces the structural trade: capital, labor, and tax base continue migrating to the South and West. SC and ID top growth; TX adds the most people outright. High‑cost states keep leaking residents. Long‑duration implications for housing, retail, infrastructure, and muni spreads. #migration #growth #muni #population $ #philadelphia Pennsylvania investment https://x.com/mohossain/status/2018718250138255454?s=46
February 3, 2026 at 4:10 PM
Reposted by Mo Hossain
mohossain.bsky.social
𝐅𝐢𝐬𝐜𝐚𝐥 𝐫𝐞𝐡𝐚𝐛 𝐢𝐧 𝐫𝐞𝐚𝐥 𝐭𝐢𝐦𝐞: small progress but a big directional shift — deficits have tightened from ~7% to ~5% of GDP and are slowly grinding higher from here. Term premium, risk premia, equity multiples are just starting to reprice this new discipline.

x.com/mohossain/st...
𝐅𝐢𝐬𝐜𝐚𝐥 𝐫𝐞𝐡𝐚𝐛 𝐢𝐧 𝐫𝐞𝐚𝐥 𝐭𝐢𝐦𝐞: small progress but a big directional shift — deficits have tightened from ~7% to ~5% of GDP and are slowly grinding higher from here. Term premium, risk premia, equity multiples are just starting to reprice this new discipline. https://x.com/mohossain/status/1852712032446845321?s=46
February 3, 2026 at 4:20 PM
Reposted by Mo Hossain
mohossain.bsky.social
The share of Chinese exports going to the US has declined to 10%, down from 20% in 2018

#manufacturing #IPTheft #investment #China #realestate #EB5
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The share of Chinese exports going to the US has declined to 10%, down from 20% in 2018 #manufacturing #IPTheft #investment #China #realestate #EB5 https://x.com/mohossain/status/2013027075494445178?s=46
February 3, 2026 at 4:31 PM