Stan Kanarowski

4x CEO, Making the world a better place, Finance, Sustainability, Angel Investor,from a military family, @UWYO EE, MSEE @GSB B-School

[Stan Kanarowski @pcskistan]

@Vaughters @RondeVlaanderen Complements on the kit

[Stan Kanarowski @pcskistan]

@marketswithmay @McSqueezyTheCow Well reasoned response

[Stan Kanarowski @pcskistan]

@PersianMacroGuy Nubank has a strong business model, including the emerging middle class of Latam, lots to like, including the CEO (GSB grad)

[Stan Kanarowski @pcskistan]

@CaitlinLong_ Congrats Caitlin

[Stan Kanarowski @pcskistan]

Qatar increases their LNG ship orders to 77. A friendly supplier going forward. https://t.co/9AdlUhqRPo

[Josh Allen @JoshAllenQB]

@PatrickMahomes 👀 we got a ball game in Laramie!

[Caitlin Long 🔑⚡️🟠 @CaitlinLong_]

👀
https://t.co/APA14JvTrD

[Stan Kanarowski @pcskistan]

@NeelyTamminga Cycling - https://t.co/M1Bs3v8Z5M

[Stan Kanarowski @pcskistan]

@Brad_Setser Excellent proposal, aligns with ideas i and others have been kicking around for a while.

[Jim Bianco @biancoresearch]

1/2

Many are making a big deal about this release about two hours ago ... don't

*US JUNE CONSUMER CONFIDENCE 109.7; EST. 104.0

I have always been very skeptical of economic surveys. Most people do not understand what they are asking or how to answer it. So, they often use a proxy to answer this question, like AI stocks boomed last month or gasoline prices plunged recently.

So, I've called consumer sentiment "the world's most useless indicators." We don't need another indicator to tell us what happened last month; we can look it up.

The chart below shows the history of the University of Michigan Survey (started in 1952, orange line) and the Conference Board Survey (started in 1969, blue line). The black rectangle shows that these two surveys diverge more than ever, further undermining their usefulness. This divergence started with the pandemic.

My takeaway is that consumer confidence is so hard to measure that those slight changes in the wording or the collection methodology (phone versus email versus snail mail) produce wildly different results.

This is not a comment on the state of the economy. Rather it is a statement that I know nothing more about the economy now than I did one minute before this survey was released.

[Stan Kanarowski @pcskistan]

@TheFedisWeak Congrats on becoming a CMT, perhaps those skills transfer to Twitter expertise in the latest important topics

[UNBOUND Gravel @unboundgravel]

Keegan Swenson wins Garmin UNBOUND Gravel presented by Craft Sportswear and keeps his Life Time Grand Prix presented by Mazda series lead.

[Lilly @LillybeLilly]

Some light reading from Stanford
AI Index Report 2023 – Artificial Intelligence Index https://t.co/mJuMDaxV4I

The tl;dr version with pretty charts
https://t.co/QITH2FptUE

[Stan Kanarowski @pcskistan]

@paul_griffiths @MartinGTobias It always takes longer and costs more than planned, I always encourage a buffer.

[Sara Ledterman @saraledterman]

A 15 & 19 year old raised a 20m venture fund from their private school bathroom and backseat of dad’s Range Rover.
I decided there was no need for diligence or concern.

[Stan Kanarowski @pcskistan]

Valuable Room

[Michael Green @profplum99]

Live with Richard. On a different space https://t.co/nCIUzcGsEE

[Zécca @Zecca_Lehn]

Have a link to your product demo? 😇

[Stan Kanarowski @pcskistan]

@datarade Kumar, However there are a some companies that don't fall in this category.

[Stan Kanarowski @pcskistan]

@datarade Kumar, I'm with you the sec needs to step it up. The small floats with closet hodlers and the weekly options can drive these stocks up as shorts are afraid to stand on the others side. The is another HUGE that we can talk about offline

[Stan Kanarowski @pcskistan]

@datarade https://t.co/kUlrbBKjQQ