Jack Howe

Financial Adviser & Chartered Financial Analyst
Advising Families, Professionals, Retirees & Business Owners
No Advice Given. Opinions are my own.

[Jack Howe @JackHoweCFA]

New profile pic for Fed Chair Jerome Powell.

From Wiki: "Conservative economist Bruce Bartlett gives Burns poor marks for his tenure as Fed chairman because the inflationary forces that began in 1970 took more than a decade to resolve."

#ArthurBurns #FOMC $SPY $TLT

[Jack Howe @JackHoweCFA]

@JamesMelville In the blinding of an eye*

[Jack Howe @JackHoweCFA]

@timothycjames Problem is, the businesses will be created in other countries instead.

[Jack Howe @JackHoweCFA]

Shameful propaganda reporting by the ABC

1: the victim barely rates a mention - he lost his left eye among other serious injuries
2: this was an attempted beheading by an islamist
3: the greater concern was political grandstanding not human suffering.

https://t.co/ReFYfPPHuH

[Jack Howe @JackHoweCFA]

@zerohedge Who is this rogue organization!? Expensive and terrible.

[Jack Howe @JackHoweCFA]

@AvidCommentator Grandfathering negative gearing will serve to reduce turnover of housing - should have applied this change retrospectively

[Jack Howe @JackHoweCFA]

@saylordocs RUG PULL!

[Jack Howe @JackHoweCFA]

The big boys win this race. Alphabet and Microsoft with distribution, Apple for sitting out and avoiding write downs.

Evident already with Softbank unable to borrow against its OpenAI position. Anthropic better hurry that IPO along!

[JaguarAnalytics @JaguarAnalytics]

I went from spending ZERO to over $30,000 per year run rate in Claude in just 6 month. This thought crossed my mind multiple times whether its worth it. Not because I don't see value in hidden angles sheet that we produce daily. It's because of usage limitations even with that much amount of spending. This note from Citadel touches upon this: "... ration scarce capacity towards the areas where the marginal productivity of AI justifies the marginal cost of using it." This note is yet another reason why semiconductors are getting wrecked daily.

[Jack Howe @JackHoweCFA]

@DrewPavlou @elonmusk "A violent knife attack by an Asylum seeker" It was an attempted beheading by an Islamist invader

[Jack Howe @JackHoweCFA]

@GamewithDave Never thought I’d see the day that Halo - the XBOX golden goose - would be released on PlayStation.

[Jack Howe @JackHoweCFA]

@PlayStalgiaX

[Jack Howe @JackHoweCFA]

@David_McMahon75 Min 30% applies

[Jack Howe @JackHoweCFA]

@KobieThatcher Raise the minimum wage, raise unemployment. Really that simple. Only those who retain their jobs get the raise others lose their jobs. Very sad

[Jack Howe @JackHoweCFA]

@rhysdiab Very bad for the banks. Reduction in their owner occupier loan group, no new investor loans.

[Jack Howe @JackHoweCFA]

"... 56,000 jobs can be classified as a transitory "World Cup surge." ~1/3 of the print.

Excluding this, the rest of the private economy added just over 100,000 jobs. While that shows a resilient baseline, it is far from the "reaccelerating" blowout the headline implies." RBC

[christopher joye @cjoye]

Huge day: S&P500 down 2.4%, Nasdaq down 3.8%, NFP big beat (172k jobs added vs 88k expected with upward revision by 93k to prior two months) - confirming Coolabah's 12mth view that the Fed needs to hike by 50-75bps immediately and that the US economy is as strong as ten men. US unemployment is incredibly low at 4.3%. This is being driven by AI capex/inflation/jobs growth, Trump's fiscal stimulus, excessively low US rates via the Fed, and reshoring of supply chains. Last year bond markets were stupidly pricing in 100bps of Fed cuts - which we called out repeatedly - they are now pricing in a full hike from the Fed this year. We have consistently argued they need to price in hikes over 2026/27/28. In US government bonds, 2-year yields up 12bps and 10-year yields up 7bps. Bitcoin down even further to US$60k - we have long argued BTC is a zero... Higher US rates will be very bad for US private credit...

[Jack Howe @JackHoweCFA]

@stoolpresidente Alien invasion coming 👽👾🛸

[Jack Howe @JackHoweCFA]

@GrayConnolly @zoecabina @Quillette A business model which ends the client relationship if successful isn’t a good start.

[Jack Howe @JackHoweCFA]

@zerohedge Community notes come at you hard

[Rothmus 🏴 @Rothmus]

I’m not saying China is deliberately pushing the West into these batshit net-zero leftist fantasies to gut their industry and make them totally dependent on Chinese manufacturing.

But if they were, what would they be doing differently?

[Jack Howe @JackHoweCFA]

@Rothmus Can any WEF/EU/Globalist environmentalist look at this and not see the hypocrisy? I get the feeling these agendas are a Trojan horse for the real endgame which is replacing capitalism with socialism and anarchy.

[Jack Howe @JackHoweCFA]

@ryu_tay We have one limit down day after a historic 8 weeks up in a row and investors are “fearful”?

Pathetic