If CTAs are already 95% long, who's left to follow the trend? 🎙️ @SantiagoAuFund

If everything is at all-time highs, why is the Fed cutting rates? 🎙️ @SantiagoAuFund

🚨NEW ROUNDUP: Markets Are Underestimating the Risk of 10–15% Correction! We Discuss: 🔶 Sticky services inflation in CPI & PPI 🔶 Why markets may be overdue for a correction 🔶 Trump’s Fed strategy and political calculus 🔶 Is the Dollar Milkshake still intact? 🔶 Automating away the younger gen’s future @SantiagoAuFund @Tyler_Neville_ @qthomp Links Below ↓

In our interview with @EconBerger, he explained why the jobs data we all obsess over is less certain than most investors realize. Revisions, immigration shifts, and survey quirks are reshaping how we read the labor market. Here’s what it really means for markets ↓

ICYMI: Should We Be Worried About Jobs Report Revisions? We Discuss: 🔶 How the BLS collects & revises jobs data 🔶 Why revisions don’t mean the data is “broken” 🔶 The immigration squeeze on labor supply 🔶 Inner workings of claims, JOLTS & surveys @EconBerger @fejau_inc Timestamps: 00:00 Intro 01:10 How Does BLS Gather Data? 04:40 Why Do We Have Revisions? 13:48 How to Think About the Data 18:16 Immigration Impact 26:55 Weekly Claims Data 37:24 JOLTS Data 43:10 The Beveridge Curve 46:35 Business Trends & Outlook Survey 51:07 Where is the Labor Market NOW? 53:40 Final Thoughts Links Below ↓

What if the immigration squeeze leads to an even tighter labor market going forward? @EconBerger

Jobs revisions are constantly reshaping the employment picture. Unfortunately, timeliness has a cost @EconBerger

Bullish stock surged to $118 minutes after its NYSE listing. It then dropped below its $90 opening price. The IPO price was $37. Will have more in today's @ForwardGuidance ...

🎙️NEW POD: Should We Be Worried About Jobs Report Revisions? We Discuss: 🔶 How the BLS collects & revises jobs data 🔶 Why revisions don’t mean the data is “broken” 🔶 The immigration squeeze on labor supply 🔶 Inner workings of claims, JOLTS & surveys @EconBerger @fejau_inc Links Below ↓

AIRING TOMORROW Off the back of a BLS commissioner shake up, large NFP revisions and a grim jobs report, I sit down with the best labor economist I know @EconBerger to get some signal beyond the noise. @ForwardGuidance