coreyrgrice.bsky.social

coreyrgrice.bsky.social

@coreyrgrice.bsky.social

959 followers621 following542 posts

coreyrgrice.bsky.social reposted

The fake kneel play is a microcosm of everything that's wrong. It's a waste of practice time on something cute that's never going to work after the first time you run it. Also it is not going to work the first time you run it.

coreyrgrice.bsky.social reposted

There's another guy in the stands with a cardboard playsheet with more than one play I'd look into aa well.

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coreyrgrice.bsky.social reposted

RAPIDAN: “.. The [Saudi] strikes mark a major escalation beyond recent frontline fighting and cross a clear Houthi red line. Retaliatory Houthi strikes are likely, with Riyadh the most immediate target and Yanbu and the East-West Pipeline also at heightened risk.”

coreyrgrice.bsky.social reposted

Q: What do you say to those who are struggling to afford gas, groceries, diesel? Trump: We have the greatest economy in the history of our country

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Replying to @ericlipton.nytimes.com

The pending oil deal involves Russian Lukoil international assets (now sanctioned by the US) that would be acquired at a big discount by a Trump campaign donor, a UAE-based investor in Trump/Witkoff family crypto company, and Kushner/Ivanka's Qatari-based real estate partners.

coreyrgrice.bsky.social reposted

What? A sudden 30% decline in national housing prices would be a sign we're in like a serious depression. After the housing bubble burst in 2006/2007, national house prices fell "only" 27% peak to trough fred.stlouisfed.org/series/CSUSH...

Aaron Rupar@atrupar.com

Housing director Bill Pulte lies his ass off: "The cost of a new home is in some cases 20%, 30% lower than it was under Biden ... President Trump was crushed inflation."

coreyrgrice.bsky.social reposted

I would not be surprised to see *negative* S&P 500 EPS growth by the time we get to Q2 2027... ...very tough comps by then... AI capex, OBBBA, tax refunds, tariff refunds, "other income" ... @dualityresearch Something to watch

coreyrgrice.bsky.social reposted

“.. Large plume of black smoke rises from the fuel storage area at King Khalid International Airport, in Riyadh, Saudi Arabia, September 19, 2026. Picture taken with a mobile phone.” REUTERS/Stringer

coreyrgrice.bsky.social reposted

‘The soaring cost of moving oil around the world is making some long-distance crude trades uneconomical, threatening to disrupt flows at a time when fuel markets have never been tighter. The jump is being driven by a shortage of available supertankers.’ www.bloomberg.com/news/article...

coreyrgrice.bsky.social reposted

‘About $18bn of loans tied to a data centre leased to Oracle in New Mexico slid into stressed territory on Friday, highlighting investors’ fear that increasing local backlash will derail the tech group’s massive AI infrastructure build-out.‘ www.ft.com/content/bd44...

ft.comOracle’s $18bn data centre debt under strain amid local pushbackInvestors grow wary of permitting and construction delays as opposition mounts in New Mexico

coreyrgrice.bsky.social reposted

’The debate now extends beyond data centers — to whether elected officials are willing to defend the public interest against big tech. “This is definitely a breakdown between ​what gov. was supposed to do and what it has failed to do for small America.”’ www.reuters.com/legal/govern...

reuters.comDemocrats try to ride data center backlash to election victory in rural US MidwestData-center construction has turned into a contentious issue ahead of the midterm congressional elections in the rural Midwest.

coreyrgrice.bsky.social reposted

“.. Moving a cargo from Houston to Asia now adds about $26 a barrel, or $52 million a cargo … that’s equal to roughly a quarter of the price of WTI futures.” - Schwab

coreyrgrice.bsky.social reposted

“.. While some oil tankers have been shuttling in and out of the strait under US air cover, other shipping traffic has fallen to minimal levels, in part because the rates those vessels can earn — compared with much higher rates for tankers — make it not worth the risk.” www.ft.com/content/c9d1...

coreyrgrice.bsky.social reposted

‘Debt sold by a venture building a data center to be leased by Jane Street has quickly soured in secondary trading. Yields on the bonds have risen to around 11.3%, more than 2 percentage points above where the debt first sold in August.’ www.theinformation.com/articles/jan...

theinformation.comJane Street-Linked Data Center Debt SoursSecretive Wall Street trading firm Jane Street has become famous in the past couple of years for its sizable AI-related spending, as it has struck big cloud deals to handle its AI computing needs and ...

coreyrgrice.bsky.social reposted

“People may not fully grasp just how wound up the market and the economy is in all of this,” said Jim Morrow, chief executive officer of the Boston investment firm Callodine Capital Management. “There are just so many things to unravel if it starts.” www.bloomberg.com/news/article...

bloomberg.comAI’s Wobbly House of Cards Puts Markets and US Economy at RiskThe heads of America’s leading AI development labs have started a national conversation about tapping the brakes on a technology that’s offering so much promise for society, while at the same time sho...

coreyrgrice.bsky.social reposted

PALACIOS: “.. ICE has become a bigger issue for the housing industry in recent months, as noted in this broad regional commentary from homebuilders we surveyed in early September:” $XHB

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Studiously impartial C-SPAN calls for the Trump administration to immediately restore White House access to the journalists of CNN, MSNOW and Politico.

coreyrgrice.bsky.social reposted

Don’t worry, GOP! Turning the triumphal arch into an ammunition dump will certainly turn these numbers around!!

Jon Cooper@joncooper-us.bsky.social

Nate Silver’s latest Senate polling averages show Democrats ahead in a remarkable number of key races: 🔵 NC: Cooper +8.9 🔵 GA: Ossoff +9.1 🔵 NH: Pappas +5.0 🔵 OH: Brown +4.5 🔵 ME: Jackson +4.2 🔵 MN: Flanagan +2.8 🔵 MI: El-Sayed +2.8 🔵 TX: Talarico +2.7 🔵 AK: Peltola +1.7 🔵 IA: Turek +0.8 #VoteBlue

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GS: We now expect a 25bp hike at the September FOMC meeting next week (vs. a hold previously) We do not see a strong economic case for raising the funds rate. We continue to think that all of the overshoot of the 2% target can be attributed to one-time factors.