JGKZ
@jgkz.bsky.social
Things that fly, writers that write honestly, reporters that report accurately and without malice , all things beautiful, all things of the beautiful planet.
Quotable: political operative James Carville once quipped that if he died, he’d like to be reincarnated not as president or pope, but as the bond market, so he could “intimidate everybody.” Source: @nytimes.com
December 26, 2025 at 2:40 PM
Quotable: political operative James Carville once quipped that if he died, he’d like to be reincarnated not as president or pope, but as the bond market, so he could “intimidate everybody.” Source: @nytimes.com
Quotable: History teaches that the foundation of any debt market is credibility…. www.nytimes.com/2025/12/26/o...
Opinion | It Matters Who Owns the National Debt. And a Big Shift Is Occurring.
www.nytimes.com
December 26, 2025 at 2:27 PM
Quotable: History teaches that the foundation of any debt market is credibility…. www.nytimes.com/2025/12/26/o...
Trend: Over the past four years, hedge funds have doubled their footprint in the U.S. debt market, making the Cayman Islands — where many hedge funds are officially based — the place where the most U.S. debt outside the United States is held. Source: @nytimes.com
December 26, 2025 at 2:24 PM
Trend: Over the past four years, hedge funds have doubled their footprint in the U.S. debt market, making the Cayman Islands — where many hedge funds are officially based — the place where the most U.S. debt outside the United States is held. Source: @nytimes.com
Quotable: CV- squared…”The Rot in Private Equity” This year, private equity firms including Accel-KKR have started selling their companies from one continuation vehicle to another. The industry calls these new funds “CV-squared. Source: @nytimes.com
December 25, 2025 at 2:17 PM
Quotable: CV- squared…”The Rot in Private Equity” This year, private equity firms including Accel-KKR have started selling their companies from one continuation vehicle to another. The industry calls these new funds “CV-squared. Source: @nytimes.com
Quotable: “So I do think there’s something about how, in times of uncertainty, people want clear leadership. And they just don’t have it — and haven’t had it for some time.” @ezrakleinbot.bsky.social
December 23, 2025 at 11:23 PM
Quotable: “So I do think there’s something about how, in times of uncertainty, people want clear leadership. And they just don’t have it — and haven’t had it for some time.” @ezrakleinbot.bsky.social
Trend: See the growing vibecession…really large into 2025…”we just don’t feel good”.
December 23, 2025 at 11:19 PM
Trend: See the growing vibecession…really large into 2025…”we just don’t feel good”.
Notable(6): About that 3Q GDP growth…the US consumer economy remains an amazing thing. Consumer spending grew at an annual rate of 3.5% in the third quarter, up from 2.5% in the prior quarter, driving economic growth.
December 23, 2025 at 8:14 PM
Notable(6): About that 3Q GDP growth…the US consumer economy remains an amazing thing. Consumer spending grew at an annual rate of 3.5% in the third quarter, up from 2.5% in the prior quarter, driving economic growth.
Notable(5): About that 3Q GDP growth…..growing signs that lower-income Americans are struggling. The GDP report showed that inflation-adjusted disposable personal income was flat, which indicates that income is barely keeping up with inflation.
December 23, 2025 at 8:12 PM
Notable(5): About that 3Q GDP growth…..growing signs that lower-income Americans are struggling. The GDP report showed that inflation-adjusted disposable personal income was flat, which indicates that income is barely keeping up with inflation.
Notable(4): About that 3Q GDP growth…more inflation…inflation picked up as the economy grew strongly last quarter. Prices excluding volatile food and energy categories rose an annualized 2.9% in the third quarter, compared with 2.6% in the second quarter
December 23, 2025 at 8:10 PM
Notable(4): About that 3Q GDP growth…more inflation…inflation picked up as the economy grew strongly last quarter. Prices excluding volatile food and energy categories rose an annualized 2.9% in the third quarter, compared with 2.6% in the second quarter
Notable(3): About that 3Q GDP growth…slowing business investment growth…. to 2.8% in the third quarter from 7.3% in the prior three months.
December 23, 2025 at 8:09 PM
Notable(3): About that 3Q GDP growth…slowing business investment growth…. to 2.8% in the third quarter from 7.3% in the prior three months.
Notable(2): About that 3Q GDP growth…economy growing at an average annual rate of 2.5% since President Trump returned to office… growth is on par with the 2.4% average pace recorded in 2024, during the Biden presidency.
December 23, 2025 at 8:07 PM
Notable(2): About that 3Q GDP growth…economy growing at an average annual rate of 2.5% since President Trump returned to office… growth is on par with the 2.4% average pace recorded in 2024, during the Biden presidency.
Notable(1): About that very robust 3Q GDP growth…in an era where misinformation (and false statements) are part of the strategy….we have to question the veracity of Commerce Dept reports. Let’s see if and how this report changes. www.wsj.com/economy/us-g...
Consumers Power Strongest U.S. Economic Growth in Two Years
A long-delayed government report showed GDP grew at an annual 4.3% rate for the July through September quarter, beating expectations.
www.wsj.com
December 23, 2025 at 8:05 PM
Notable(1): About that very robust 3Q GDP growth…in an era where misinformation (and false statements) are part of the strategy….we have to question the veracity of Commerce Dept reports. Let’s see if and how this report changes. www.wsj.com/economy/us-g...
Notable: This isn’t reported on enough…the giant China economy has many serious ailments…exports are huge but people and sectors are suffering mightily. www.wsj.com/world/china/...
China’s Sprint for Tech Dominance Can’t Hide an Economy Full of Holes
A self-sufficiency push has made China a tougher competitor to the U.S., but it comes with enormous waste.
www.wsj.com
December 23, 2025 at 8:01 PM
Notable: This isn’t reported on enough…the giant China economy has many serious ailments…exports are huge but people and sectors are suffering mightily. www.wsj.com/world/china/...
Trend: Gold prices…shot up as the 2024 election approached and has skyrocketed since. What does this say about global confidence in the future? 5 year trend shown.
December 23, 2025 at 12:52 AM
Trend: Gold prices…shot up as the 2024 election approached and has skyrocketed since. What does this say about global confidence in the future? 5 year trend shown.
Quotable:“Vibe shift”…once again @ezrakleinbot.bsky.social captures a sentiment that seems important…are we perhaps tired of vitriol and more eager for progress that benefits all? Eager, perhaps, for some pull towards unity? www.nytimes.com/2025/12/21/o...
Opinion | The Trump Vibe Shift Is Dead
www.nytimes.com
December 21, 2025 at 10:57 PM
Quotable:“Vibe shift”…once again @ezrakleinbot.bsky.social captures a sentiment that seems important…are we perhaps tired of vitriol and more eager for progress that benefits all? Eager, perhaps, for some pull towards unity? www.nytimes.com/2025/12/21/o...
Trend: Consumer confidence reaches historic low….worse than post financial crash in 2008….Source: Univ of Michigan Survey.
December 21, 2025 at 2:48 PM
Trend: Consumer confidence reaches historic low….worse than post financial crash in 2008….Source: Univ of Michigan Survey.
Trend: University of Michigan released its latest report on consumer sentiment, and it revealed deep dissatisfaction with the economy. The survey respondents rate current economic conditions as the worst in the past fifty years. Source: @pkrugman.bsky.social
December 21, 2025 at 2:26 PM
Trend: University of Michigan released its latest report on consumer sentiment, and it revealed deep dissatisfaction with the economy. The survey respondents rate current economic conditions as the worst in the past fifty years. Source: @pkrugman.bsky.social
Thought for the holidays…. “Let’s try to remember all the great things that actual western civilisation, has done and reclaim and move it forward.”
December 20, 2025 at 2:08 PM
Thought for the holidays…. “Let’s try to remember all the great things that actual western civilisation, has done and reclaim and move it forward.”
Notable: Scary outlook for the world….”now is the time of monsters.” www.nytimes.com/2025/12/19/b...
‘A Singularly Turbulent Time’: Deeper Uncertainty in Store for Global Economy
www.nytimes.com
December 19, 2025 at 12:50 PM
Notable: Scary outlook for the world….”now is the time of monsters.” www.nytimes.com/2025/12/19/b...
Trend: Not good job trends for working people….
The US is losing blue-collar jobs for the first time since the pandemic—year-on-year job losses have hit 65k as manufacturing, transportation, & mining industries lose jobs at a rapid pace while growth in construction has nearly zeroed out
December 17, 2025 at 4:28 PM
Trend: Not good job trends for working people….
Notable: Prodigious evil…”In his first two decades of business, we found that Epstein was less a financial genius than a prodigious manipulator and liar.” www.nytimes.com/2025/12/16/m...
Scams, Schemes, Ruthless Cons: The Untold Story of How Jeffrey Epstein Got Rich
www.nytimes.com
December 16, 2025 at 7:44 PM
Notable: Prodigious evil…”In his first two decades of business, we found that Epstein was less a financial genius than a prodigious manipulator and liar.” www.nytimes.com/2025/12/16/m...
Trend: The S.E.C is no longer actively pursuing a single case against a firm with known Trump ties, The Times found. It backtracked against every firm that either has relationships with the Trump family’s crypto businesses or has donated to his political causes. Source: @andrewrsorkin.bsky.social
December 15, 2025 at 3:23 PM
Trend: The S.E.C is no longer actively pursuing a single case against a firm with known Trump ties, The Times found. It backtracked against every firm that either has relationships with the Trump family’s crypto businesses or has donated to his political causes. Source: @andrewrsorkin.bsky.social
Notable: The Gulf gets weaker…Saudi officials have forecast a $44 billion budget deficit next year. That’s driven by low oil prices, far below the $100 break-even price analysts say the kingdom needs for its splashy megaprojects. Source: @andrewrsorkin.bsky.social
December 15, 2025 at 3:21 PM
Notable: The Gulf gets weaker…Saudi officials have forecast a $44 billion budget deficit next year. That’s driven by low oil prices, far below the $100 break-even price analysts say the kingdom needs for its splashy megaprojects. Source: @andrewrsorkin.bsky.social
Trend: Consumer confidence…low and getting lower. Source: @pkrugman.bsky.social , Conference Board with Haver Analytics.
December 15, 2025 at 2:15 AM
Trend: Consumer confidence…low and getting lower. Source: @pkrugman.bsky.social , Conference Board with Haver Analytics.