Jonathan Todd
@yontodd.bsky.social
📈📉 US markets/macro/Fed/housing @ StreetAccount (though everything here = own). 🗣️ Learning French with very modest success (Intermediate/B1). 📍Chicago, but always very Californian.
Reposted by Jonathan Todd
Gawker was sued out of existence by billionaires who didn't want to be investigated by really good journalists who had the perfect rolodexes to get dirt on a pervert cabal and maybe upend their whole new world order. It isn't a scandal sheet you dope.
Gawker is dead because it did not color inside the lines of the Constitution while doing the things that made people want Gawker dead. 🤷♂️ Lots of other scandal sheets are still around because they did that better.
February 1, 2026 at 4:20 AM
Gawker was sued out of existence by billionaires who didn't want to be investigated by really good journalists who had the perfect rolodexes to get dirt on a pervert cabal and maybe upend their whole new world order. It isn't a scandal sheet you dope.
Reposted by Jonathan Todd
Harvard professor Steven Levitsky, who studies democracy backsliding, on Don Lemon's arrest:
“This is a new dimension. In democracies, journalists don't get arrested. In authoritarian regimes, journalists get arrested."
More in @status.news: www.status.news/p/don-lemon-...
“This is a new dimension. In democracies, journalists don't get arrested. In authoritarian regimes, journalists get arrested."
More in @status.news: www.status.news/p/don-lemon-...
January 31, 2026 at 3:58 PM
Harvard professor Steven Levitsky, who studies democracy backsliding, on Don Lemon's arrest:
“This is a new dimension. In democracies, journalists don't get arrested. In authoritarian regimes, journalists get arrested."
More in @status.news: www.status.news/p/don-lemon-...
“This is a new dimension. In democracies, journalists don't get arrested. In authoritarian regimes, journalists get arrested."
More in @status.news: www.status.news/p/don-lemon-...
Reposted by Jonathan Todd
NEW @theathleticfc.bsky.social :
Emails reveal Epstein twice arranged meetings in 2011 with Chelsea chairman Todd Boehly - three years after Epstein jailed for sex offenses - to discuss business deals.
Boehly, part owner of LA Dodgers and Lakers, declines comment
www.nytimes.com/athletic/701...
Emails reveal Epstein twice arranged meetings in 2011 with Chelsea chairman Todd Boehly - three years after Epstein jailed for sex offenses - to discuss business deals.
Boehly, part owner of LA Dodgers and Lakers, declines comment
www.nytimes.com/athletic/701...
Jeffrey Epstein arranged two meetings with Todd Boehly after disgraced financier’s first jail term
Emails released by the Department of Justice on Friday revealed plans for meetings
www.nytimes.com
January 31, 2026 at 11:30 AM
NEW @theathleticfc.bsky.social :
Emails reveal Epstein twice arranged meetings in 2011 with Chelsea chairman Todd Boehly - three years after Epstein jailed for sex offenses - to discuss business deals.
Boehly, part owner of LA Dodgers and Lakers, declines comment
www.nytimes.com/athletic/701...
Emails reveal Epstein twice arranged meetings in 2011 with Chelsea chairman Todd Boehly - three years after Epstein jailed for sex offenses - to discuss business deals.
Boehly, part owner of LA Dodgers and Lakers, declines comment
www.nytimes.com/athletic/701...
Reposted by Jonathan Todd
It's near-white out conditions in Chicago as the snow comes down, and tonight's anti-ICE/CBP rally is wrapping up in front of city hall.
But not before the crowd bounces and chants, "I believe that we will win!"
But not before the crowd bounces and chants, "I believe that we will win!"
January 31, 2026 at 12:41 AM
It's near-white out conditions in Chicago as the snow comes down, and tonight's anti-ICE/CBP rally is wrapping up in front of city hall.
But not before the crowd bounces and chants, "I believe that we will win!"
But not before the crowd bounces and chants, "I believe that we will win!"
Five classes from college:
1. Cultural Geography with the inimitable Marvin Mikesell
2. Legal Reasoning with Dennis Hutchinson
3. Sports, Society, and Science with Allen Sanderson
4. Changing America: 1900-Present with Michael Conzen
5. Urban Structure and Process with Saskia Sassen
1. Cultural Geography with the inimitable Marvin Mikesell
2. Legal Reasoning with Dennis Hutchinson
3. Sports, Society, and Science with Allen Sanderson
4. Changing America: 1900-Present with Michael Conzen
5. Urban Structure and Process with Saskia Sassen
Five classes from college:
1. Honors Analysis in R with Paul Sally
2. Religion in Western Civilization with Jonathan Z. Smith
3. American Landscapes with Neil Harris
4. American Literature and Culture 1776-1855 with Laura Rigal
5. History Made Difficult with Peter Novick
1. Honors Analysis in R with Paul Sally
2. Religion in Western Civilization with Jonathan Z. Smith
3. American Landscapes with Neil Harris
4. American Literature and Culture 1776-1855 with Laura Rigal
5. History Made Difficult with Peter Novick
Five classes from college:
1. The City of Rome in Antiquity
2. Earthquakes
3. Latin Comedy
4. Imperial Russia, 1613-1917
5. Chemistry 105a
1. The City of Rome in Antiquity
2. Earthquakes
3. Latin Comedy
4. Imperial Russia, 1613-1917
5. Chemistry 105a
January 31, 2026 at 1:17 AM
Five classes from college:
1. Cultural Geography with the inimitable Marvin Mikesell
2. Legal Reasoning with Dennis Hutchinson
3. Sports, Society, and Science with Allen Sanderson
4. Changing America: 1900-Present with Michael Conzen
5. Urban Structure and Process with Saskia Sassen
1. Cultural Geography with the inimitable Marvin Mikesell
2. Legal Reasoning with Dennis Hutchinson
3. Sports, Society, and Science with Allen Sanderson
4. Changing America: 1900-Present with Michael Conzen
5. Urban Structure and Process with Saskia Sassen
$SOXX (iShares semis) outperformed $IGV (iShares software) by 32 pp this month - the most since both started trading in mid-2001, and it's not even close
January 30, 2026 at 4:05 PM
$SOXX (iShares semis) outperformed $IGV (iShares software) by 32 pp this month - the most since both started trading in mid-2001, and it's not even close
It’s gonna take me awhile to get used to writing “Governor Powell” but I should have it down by the September meeting or so…
January 30, 2026 at 2:59 AM
It’s gonna take me awhile to get used to writing “Governor Powell” but I should have it down by the September meeting or so…
Reposted by Jonathan Todd
The characteristics that make a good Fed Chair — honesty, integrity, objectivity, humility, being a sharp reader of the data, collaboration, transparency, thoughtful communication — are all things Trump doesn’t like.
January 30, 2026 at 12:41 AM
The characteristics that make a good Fed Chair — honesty, integrity, objectivity, humility, being a sharp reader of the data, collaboration, transparency, thoughtful communication — are all things Trump doesn’t like.
Reposted by Jonathan Todd
American paramilitary units are on the cover of international newsmagazines.
But please, come visit and invest.
We’re “open for business.”
@economist.com
www.economist.com/leaders/2026...
But please, come visit and invest.
We’re “open for business.”
@economist.com
www.economist.com/leaders/2026...
January 30, 2026 at 12:24 AM
American paramilitary units are on the cover of international newsmagazines.
But please, come visit and invest.
We’re “open for business.”
@economist.com
www.economist.com/leaders/2026...
But please, come visit and invest.
We’re “open for business.”
@economist.com
www.economist.com/leaders/2026...
Reposted by Jonathan Todd
cover of The Economist this week
January 29, 2026 at 7:48 PM
cover of The Economist this week
You know what's funny is I paid lord know how much to go to business school to learn about stuff like corporate governance and valuation modeling...
...and that knowledge is just useful to laugh at who can violate them the most
...and that knowledge is just useful to laugh at who can violate them the most
yes, we're at that stage of the plate-spinning to keep things from collapsing for Musk, I think:
January 29, 2026 at 7:13 PM
You know what's funny is I paid lord know how much to go to business school to learn about stuff like corporate governance and valuation modeling...
...and that knowledge is just useful to laugh at who can violate them the most
...and that knowledge is just useful to laugh at who can violate them the most
Reposted by Jonathan Todd
The obvious solution for Trump’s Fed dilemma is to name Stephanie Kelton as Chair, and when the WSJ op-ed and the FX, TIPS and maybe nominals markets freak out, insist that he told Bessent to appoint Judy Shelton.
January 29, 2026 at 4:31 PM
The obvious solution for Trump’s Fed dilemma is to name Stephanie Kelton as Chair, and when the WSJ op-ed and the FX, TIPS and maybe nominals markets freak out, insist that he told Bessent to appoint Judy Shelton.
A lot of ways Trump could amp up the Fed threats here - up to and including nominating himself
Remember, Rieder was trading at 1 cent a little more than a month ago
Remember, Rieder was trading at 1 cent a little more than a month ago
January 29, 2026 at 1:20 PM
A lot of ways Trump could amp up the Fed threats here - up to and including nominating himself
Remember, Rieder was trading at 1 cent a little more than a month ago
Remember, Rieder was trading at 1 cent a little more than a month ago
Reposted by Jonathan Todd
It is now taking a legit weirdly long time to nominate a new Fed chair.
The combo of
- knows what they're doing
- won't spook the market
and
- is willing to do whatever the boss wants
is clearly hard to find
The combo of
- knows what they're doing
- won't spook the market
and
- is willing to do whatever the boss wants
is clearly hard to find
January 29, 2026 at 12:41 PM
It is now taking a legit weirdly long time to nominate a new Fed chair.
The combo of
- knows what they're doing
- won't spook the market
and
- is willing to do whatever the boss wants
is clearly hard to find
The combo of
- knows what they're doing
- won't spook the market
and
- is willing to do whatever the boss wants
is clearly hard to find
Reposted by Jonathan Todd
Hard to overstate how strong the consensus was 12 or so months ago that Trump II meant a stronger dollar.
January 27, 2026 at 9:05 PM
Hard to overstate how strong the consensus was 12 or so months ago that Trump II meant a stronger dollar.
His forecasts on $TSLA have always been based on fantasy... and, oh by the way, Tesla is the 11th largest holding in the $IVES ETF, expense ratio of 0.75%
sherwood.news/tech/wedbush...
sherwood.news/tech/wedbush...
Wedbush’s Dan Ives predicts Tesla FSD penetration will rise from 12% to above 50%, but doesn’t say how
Ives has big hopes for Tesla this year....
sherwood.news
January 27, 2026 at 1:33 PM
His forecasts on $TSLA have always been based on fantasy... and, oh by the way, Tesla is the 11th largest holding in the $IVES ETF, expense ratio of 0.75%
sherwood.news/tech/wedbush...
sherwood.news/tech/wedbush...
Reposted by Jonathan Todd
Putin pioneered this. No opposition is legitimate. Regular, decent, “ordinary” people cannot possibly be against us because only we represent “the real people.”
Tell-tale sign of authoritarianism.
Tell-tale sign of authoritarianism.
January 25, 2026 at 2:43 PM
Putin pioneered this. No opposition is legitimate. Regular, decent, “ordinary” people cannot possibly be against us because only we represent “the real people.”
Tell-tale sign of authoritarianism.
Tell-tale sign of authoritarianism.
Reposted by Jonathan Todd
January 24, 2026 at 3:56 PM
Reposted by Jonathan Todd
We’re in trouble.
January 23, 2026 at 11:10 PM
We’re in trouble.
Silver up 12.7% WTD. To find a better weekly performance you have to go all the way back to... December
January 23, 2026 at 3:36 PM
Silver up 12.7% WTD. To find a better weekly performance you have to go all the way back to... December
Feel like this YTD gap can close quicker than one would think
January 23, 2026 at 3:13 PM
Feel like this YTD gap can close quicker than one would think
Reposted by Jonathan Todd
The TACO cycle:
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
January 21, 2026 at 7:48 PM
The TACO cycle:
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
France screwing the US on prescription drugs for 30 years was the true Trente Glorieuses
January 21, 2026 at 2:27 PM
France screwing the US on prescription drugs for 30 years was the true Trente Glorieuses
Reposted by Jonathan Todd
Reposted by Jonathan Todd
Highest 10-year yield since Labor Day:
January 20, 2026 at 12:01 AM
Highest 10-year yield since Labor Day: