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Tweets/Bluesky
So far this year, AI capex, which we define as information processing equipment plus software has added more to GDP growth than consumers’ spending. pic.twitter.com/D70FX2lXAW
— RenMac: Renaissance Macro Research (@RenMacLLC) July 30, 2025
Biggest $SPY volume day since April’s Tariff Tantrum, $86b is good size freak out, double any other ETF or stock = people tweaking portfolios. Market felt due. Bad timing tho on a Fri, traders’ stress prob build over wknd. On flip tho, long term who cares? VOO & Chill in effect. pic.twitter.com/de34W9SBm4
— Eric Balchunas (@EricBalchunas) August 1, 2025
Robinhood generated $265 million in Options Revenue this quarter.
That’s a quarterly record for the online brokerage platform.$HOOD pic.twitter.com/0TCIabXQCW
— Fiscal.ai (formerly FinChat) (@fiscal_ai) July 30, 2025
Two dif YieldMax ETFs in the Top 10 in 1D flows, never saw that before. Indie issuer on fire, +$12.5b in YTD flows (they only had like 4b aum to start yr) with 48 of their 50 ETFs taking in cash. This is all organic too. A bit surprised but then again ppl freakin love income. pic.twitter.com/y7tzfExg4E
— Eric Balchunas (@EricBalchunas) July 31, 2025
The -253K 2M downward revision to payroll employment is the largest since at least 1979, other than April 2020. pic.twitter.com/nwDHVZWlm9
— Ernie Tedeschi (@ernietedeschi) August 1, 2025
Per the Financial Times chart below, US wage growth for the lowest-paid has now slumped below that for the highest-paid, widening the considerable inequalities in total pay and wealth.#economy #inequality #wages @FT pic.twitter.com/whxSDU6r04
— Mohamed A. El-Erian (@elerianm) August 3, 2025
950 mm
The air is coming out of the Fartcoin bubble (for now).
— Clifford Asness (@CliffordAsness) August 1, 2025
US Crypto ETFs took in $12.8b in July, the best month ever, a $600m/day pace, about double avg. As a group that’s more than any single ETF did, incl the Mighty VOO. Further, every ETF in category took in cash (ex the converted Trusts) w/ Bitcoin and Ether making equal… pic.twitter.com/9bKvu6QysD
— Eric Balchunas (@EricBalchunas) August 1, 2025
👀 just jumped from a third to a half… pic.twitter.com/32dXX2MRMd
— Dario Perkins (@darioperkins) July 29, 2025
Redfin: U.S. housing market now 508,715 more home sellers than homebuyers
That’s the most home sellers have outmatched homebuyers in over a decade, according to Redfin pic.twitter.com/3kmfduePlh
— Lance Lambert (@NewsLambert) August 4, 2025
Me: sign up to buy 3000 $FIG shares on IPO@RobinhoodApp: Here’s 1.
Pretty ridiculous pic.twitter.com/5bRhucwlbQ
— Wiz (@nadavwiz) July 31, 2025
As predicted, FUBAR has been canceled after two seasons.
Why did it get canceled? Viewership fell 76% from seasons 1 to 2.
(more analysis: https://t.co/6ooLyGMOqI) pic.twitter.com/xj3XfW98uT
— What’s on Netflix (@whatonnetflix) August 2, 2025
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