Casey Weeks

[Casey Weeks @Casey__Weeks]

@tierrapartners I would assume dual income households are a decent source of this shift since the early 2000s.

[Casey Weeks @Casey__Weeks]

@EricFinnigan @LoganMohtashami Wish the Y-axis was the same on both, makes it look like 35-39 is making up a ton of the ground, when it hasn’t actually down that much since ~2005.

[Casey Weeks @Casey__Weeks]

@TheBondFreak @DiMartinoBooth Only 30% higher than Dec07? And household wealth has probably tripled? This chart isn’t bearish at all. Consumers have ample room to take on debt.

[Casey Weeks @Casey__Weeks]

@BickerinBrattle What year did it first go negative in the 90s? Is that 1998? If so, looks like it could be a year or two before it matters?

[Casey Weeks @Casey__Weeks]

@DannyDayan5 https://t.co/GDQmwqi1KO

[Danny Dayan @DannyDayan5]

Recessions do not happen when SPX YoY change is +15%. They only happen when we cross below 0 and even then it is not a guarantee.

Throw away your recession calls.

I don't make the rules.

[Casey Weeks @Casey__Weeks]

@domluszczyszyn Weird how much Leafs fans cry about income tax disparity when you have older vets consistently taking huge discounts to play in Toronto at the end of their careers.

[Casey Weeks @Casey__Weeks]

@AngryPredsFan Pretty much all notably better skaters than Mrtka, especially the first 3. I picked comparables to him but you just looked up good defensemen drafted high?

[Casey Weeks @Casey__Weeks]

@TheRealDahncke @AngryPredsFan Very odd that finishing 3rd worst means you are not very likely to pick 3rd. That is a function of having a) low lottery odds for the top teams and b) having two lottery picks.

[Casey Weeks @Casey__Weeks]

@TheRealDahncke @AngryPredsFan https://t.co/B0pRjDuIr5

[Casey Weeks @Casey__Weeks]

@AlexDaugherty1 Is it guaranteed we sign him? Our rights don’t expire until 2026. Seems like he could use another year of college hockey.

[Casey Weeks @Casey__Weeks]

@BickerinBrattle George can you clarify succinctly why you think 10yr up means stocks and especially home prices up?

[Casey Weeks @Casey__Weeks]

@BickerinBrattle How do you determine the trend line on this chart? Seems like it only fits for the time period we had S&P ~3750-4750?

[Casey Weeks @Casey__Weeks]

@AlexDaugherty1 I mean he’s right though. This pretty much sums it up best.

[Casey Weeks @Casey__Weeks]

@EvolvingWild Does this account for usage and quality of competition? Essentially, should I read this and think benning provides more value at even strength than Barrie?

[Luke Kawa @LJKawa]

Realized one-month correlations among the biggest S&P 500 constituents are at their lowest level since 2017, the boringest year in volatility history

[102.5 The Game @1025TheGame]

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