Daniel E. Espinal

@tdarling1 Get well!

Hello Monday Four years of avoiding it, but tested positive yesterday. Feel like bloody hell. Here's ranges for today because I don't have the energy docs.google.com/spreadsheets/d…

@SugarloafMaine Brackett Basin

@NYCounihan Except when there are questions about speculative out-of-vogue restrictive covenants.

@tdarling1 Nailed it. "Send me the lucky generals." Napoleon Bonaparte

Wordle 863 1/6 🟩🟩🟩🟩🟩

“‘If you can’t be happy with a coffee, you won’t be happy with a yacht’ — Naval Ravikant” — @TheRealTobyShaw link.medium.com/HHezxu87gEb

$CNYUSD in complete free fall. Hope these guys don't need USDs

US Consumer is looking strong 🦾 finance.yahoo.com/news/july-reta…

🔄

@LifeisMalleable @elonmusk amazing.. and sadly true

Annual #PPI in the US slowed to 0.1% in June of 2023, the lowest since deflation in 2020 and below forecasts of 0.4%.

Teachers and students warm up to ChatGPT axios.com/2023/03/07/cha…

Already missing cycling in Italy. My friends ask me why you like to suffer on your vacations? The answer: It helps me understand who I really am. Andiamos!🇮🇹🚴‍♂️🏔️

Creating a category crushing venture: How Jack Gance Built A Category Killer ypo.org/2023/05/how-ja…

@tdarling1 And, from FRED (fred.stlouisfed.org/series/DRCCLAC…) Credit Card Default rates rising to 2.43% from a low of 1.53% in Q3 2021

♉️ “it’s priced in”

@tdarling1 2/2 Mortgage balances climbed by $121 billion and stood at $12.04 trillion at the end of March. Auto loan and student loan balances also increased to $1.56 trillion and $1.60 trillion, respectively, but credit card balances were flat at $986 billion.

@tdarling1 (1/2) And the consumer rolls on - Household Debt Rises on Higher Mortgage, Auto, Student Loan Balances - household debt rose by $148 billion, or 0.9 percent, to $17.05 trillion in the first quarter of 2023, according to the latest Quarterly Report on Household Debt and Credit -

Andiamo! 🇮🇹

#CPI on tap Tuesday with #FOMC to follow with an expected “skip” on rates. Little wonder on the skip given the Cleveland Fed Nowcast CPI projections for May and June clevelandfed.org/indicators-and…

Loved this from @fredwilson "The most powerful technologies send waves of fear through the establishment. When you see that fear in their eyes, invest in the cause of that fear." The signal in finding value is a strong emotional reaction. Positive or negatives are red herrings.

👨🏾‍⚕️👨🏾‍⚕️👨🏾‍⚕️👨🏾‍⚕️👨🏾‍⚕️🧑🏿‍⚕️👨🏿‍🎤