Brian

Lawyer, traveler, boater, motorcyclist, music lover, singer, dancer, martial artist, sport shooter

[Brian @real__Brian]

@McDonalds
You said you brought the snack wraps back but you are just sticking those crusty blended chicken strips into wraps. We wanted the grilled chicken snack wraps, not this….

[The Kobeissi Letter @KobeissiLetter]

This is concerning:

Non-farm payroll employment in Q2 2024 actually declined by -0.1% instead of growing +1.1% as initially reported by the BLS.

In other words, the 442,000 jobs added in Q2 will likely be revised NEGATIVE in February 2025, according to Philadelphia Fed analysis.

Fed estimates revealed that employment was lower in 25 states, higher in 2 states, and remained the same in 23 states.

This should result in another large downward revision as seen in August when the jobs number was revised lower by -818,000.

After "strong" labor market data beats expectations, they are revised massively lower several months later.

What is happening here?

[The Kobeissi Letter @KobeissiLetter]

Lastly, we are watching the housing market in 2025.

Despite Fed rate cuts, the average 30-year mortgage rate is back above 7.0% and nearing a new 52-week high.

Mortgage demand will likely hit new 40-year lows.

Follow us @KobeissiLetter for real time analysis as this develops.

[The Kobeissi Letter @KobeissiLetter]

2025 is going to be a wild year.

Today, Apollo published their list of biggest market risks for 2025.

Between potential Fed rate HIKES, a recession in China, and a 40% chance of the 10Y note yield at 5.0%, 2025 will be volatile.

Here's a breakdown of their risks.

(a thread)

[Brian @real__Brian]

@VerizonNews @VerizonSupport Can someone please tell us what is going on? My colleagues around me all say their Verizon phones are working and mine isn’t. The generic response that “it’s something technical” isn’t sitting well with my boss who is wondering why I can’t call him. What is happening?

[Elon Musk @elonmusk]

There appears to be a massive DDOS attack on 𝕏. Working on shutting it down.

Worst case, we will proceed with a smaller number of live listeners and post the conversation later.

[Collin Rugg @CollinRugg]

NEW: Delta Airlines caught chucking a college golf team’s clubs at the San Diego airport before the NCAA Championships.

The airline industry is becoming one of the most hated industries in America.

The East Tennessee State University men’s golf team filmed Delta employees launching their gear on the tarmac.

“Nice of Delta to handle our clubs with such care…” the team said on X.

The team was traveling to the NCAA Championships in Carlsbad, California when the incident happened.

Video: @ETSU_MGolf

[Brian @real__Brian]

@united I wish I could reach into my pocket and turn my other phone to airplane mode, but we are packed in so tightly that I can’t reach it. The seat width in economy class is obscene. Problem isn’t stomachs or weight or abdomens, it’s shoulder width. My arms are locked.

[Brian @real__Brian]

@dunkindonuts your app is fantastic, except when I order something and the store runs out. You need to to improve the refund process. It shouldn’t take multiple weeks and multiple messages and multiple phone calls to get a simple refund for a bagel that a store ran out of.

[Brian @real__Brian]

@UnitedAirCares Nobody has called.

[Brian @real__Brian]

@UnitedAirCares I sent my phone number by direct message. Thank you.

[Brian @real__Brian]

@elonmusk Isn’t that the symbol of the Raëlians? Don’t Hindus also use swastiks?

[Brian @real__Brian]

The sunset was beautiful on the Hudson, today.

[Brian @real__Brian]

It’s a foggy morning on the Hudson

[Brian @real__Brian]

I haven’t really used Twitter much, but I’m looking forward to using it more!