Joe Weisenthal

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community-curated profile

Co-host of the Odd Lots podcast and 'What'd You Miss?' on Bloomberg TV. Editor. Fan of the Bakersfield Sound.

Overview Posts Content Recommendations

Tweet Mar 29, 2022

Tender rejections are the best indicator into realtime supply/demand in the trucking. A high rejection rate = trucking cos have more options in freight to pick from. (more options = more rejections; less options = less rejections). Why are rejections

by Craig Fuller

Recommended by 2 people

1 mention by Joe Weisenthal

Tweet Nov 14, 2022

In my appearance on Odd Lots w/ @TheStalwart @tracyalloway, I touched on a few themes that are, in my opinion, crucial to understanding the international political economy of oil. Thread: www.bloomberg.com/news/articles/2022-11-14/guyana-is-the-most-

by Gregory Brew

Recommended by 1 person

1 mention by Joe Weisenthal

Tweet Nov 1, 2022

A thread with links to academic work on the role of the dollar done by Hyun and coauthors in recent years. In addition, there is a wealth of work done by others, at the BIS (including yours truly especially on dollar funding - see eg pinned tweet) &

by Iñaki Aldasoro

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1 mention by Joe Weisenthal

Tweet Sep 26, 2022

I've spent the past 3 years building a mortgage lender that aims to create a fairer housing market by redefining how you can buy and own your home. Truss and Kwarteng's budget is a tragedy for existing and aspiring homeowners across the UK. 1/

by Will Rice

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1 mention by Joe Weisenthal

Tweet Apr 7, 2022

New >> In 2020, a lot of people were making a lot of predictions. Some of it was helpful, much of it was wrong. In my first for @TheAtlantic I look back at some of the predicted catastrophes that weren't. (Thread) www.theatlantic.com/ideas

by Jerusalem Demsas

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1 mention by Joe Weisenthal

Tweet Mar 18, 2022

Your weekly thread on everything that's happened in Chinese markets. What. A. Week. 1/10

by Sofia Horta e Costa

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1 mention by Joe Weisenthal

Tweet Mar 15, 2022

Now on the @employamerica blog: March FOMC Preview: Two Cheers For The Fed's Commitment To Its Liftoff Guidance www.employamerica.org/blog/march-fomc-preview/

by Skanda Amarnath ( Neoliberal Sellout )

Recommended by 1 person

1 mention by Joe Weisenthal

Tweet Mar 9, 2022

US Remodeler Index is out, 4 big themes this qtr: 1) Projects getting BIGGER. 2) Product/material lead times, labor shortages got worse. 3) Remodelers FLEXING pricing power to protect margin. 4) No homes to buy=more whole-home remodels. Commentary fr

by Eric Finnigan

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1 mention by Joe Weisenthal

Tweet Mar 1, 2022

After the freezing of the Russian central bank reserves, people are asking whether emerging economies could diversify their forex reserves from $ to yuan. Some fancy terms like CBDC etc being thrown as a magic bullet. 1/n

by Avinash M. Tripathi

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1 mention by Joe Weisenthal

Tweet Feb 16, 2022

The #1 reason for the trucker shortage, according to a Wells Fargo conference call: marijuana testing. $MSOS https://t.co/iuvGrbrSf2

by Carl Quintanilla

Recommended by 1 person

1 mention by Joe Weisenthal

Tweet Feb 9, 2022

There's a common misconception that apartment construction has moved to suburban locations as a result of the pandemic. That isn't exactly true. Yes, suburban construction is up ... but urban construction is up even more for reasons not directly rela

by Jay Parsons

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1 mention by Joe Weisenthal

Tweet Feb 1, 2022

This slide is my bible on production capacity twitter.com/TheStalwart/status/1488569528783101957 https://t.co/4ayoBA1jf7

by Ali Wolf

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1 mention by Joe Weisenthal

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