Engineer Hawk
@engineerhawk.bsky.social
Husband Father Grandfather | GenXer | Electrical Engineer | Investor | Largest Holdings: $GOOG $NVDA $AMZN
Pinned
Thanks MAGA for war, tariff taxes, increased deficit spending, Fed interference, increased state control of markets, and inflation.
Reposted by Engineer Hawk
Mortgage demand continues to slide as rates reach a three-year high
September 30, 2026 at 11:06 AM
Mortgage demand continues to slide as rates reach a three-year high
Reposted by Engineer Hawk
CNN: “.. Turns out that one of the things it’s reasonably good at is debunking Trump’s own lies.”
@cnn.com
www.cnn.com/2026/09/29/p...
@cnn.com
www.cnn.com/2026/09/29/p...
September 30, 2026 at 11:16 AM
CNN: “.. Turns out that one of the things it’s reasonably good at is debunking Trump’s own lies.”
@cnn.com
www.cnn.com/2026/09/29/p...
@cnn.com
www.cnn.com/2026/09/29/p...
Reposted by Engineer Hawk
September 29, 2026 at 5:47 PM
Reposted by Engineer Hawk
JUST IN 🚨: U.S. 30-Year Treasury Yield jumps to highest level in more than 22 years 📈 📈
September 29, 2026 at 2:43 PM
JUST IN 🚨: U.S. 30-Year Treasury Yield jumps to highest level in more than 22 years 📈 📈
Reposted by Engineer Hawk
September 29, 2026 at 11:38 AM
Reposted by Engineer Hawk
September 28, 2026 at 3:04 PM
Reposted by Engineer Hawk
Nvidia launches record $150bn share buyback ft.trib.al/FgnxPFG
Nvidia launches record $150bn share buyback
Chipmaker’s plan to repurchase stock comes as share-price gains have slowed this year
ft.trib.al
September 28, 2026 at 11:40 AM
Nvidia launches record $150bn share buyback ft.trib.al/FgnxPFG
Reposted by Engineer Hawk
BASMAJIAN: “.. Inflation usually ends a business cycle because it increases wage pressure and rate hikes drive up interest costs.
.. Both higher wages and higher interest expense compress profit margins and that leads to layoffs and a pullback in capex.” @epbresearch.bsky.social
.. Both higher wages and higher interest expense compress profit margins and that leads to layoffs and a pullback in capex.” @epbresearch.bsky.social
September 27, 2026 at 12:00 PM
BASMAJIAN: “.. Inflation usually ends a business cycle because it increases wage pressure and rate hikes drive up interest costs.
.. Both higher wages and higher interest expense compress profit margins and that leads to layoffs and a pullback in capex.” @epbresearch.bsky.social
.. Both higher wages and higher interest expense compress profit margins and that leads to layoffs and a pullback in capex.” @epbresearch.bsky.social
Reposted by Engineer Hawk
SCHWAB: “.. While we have seen this level of yields before and some say we are just back in the ‘old normal,’ I think what sometimes gets lost in the discourse is the speed with which rates have moved higher ... we haven't seen this kind of 5-year increase in the 10y yield since the '80s.”
September 24, 2026 at 11:55 AM
SCHWAB: “.. While we have seen this level of yields before and some say we are just back in the ‘old normal,’ I think what sometimes gets lost in the discourse is the speed with which rates have moved higher ... we haven't seen this kind of 5-year increase in the 10y yield since the '80s.”
Reposted by Engineer Hawk
Fun fact: The last time the S&P 500 was this close to a record (-0.44%) with fewer of its members above their 200-day moving averages (51.2%)?
March 27, 2000, the day after the index put in its dot com bubble closing peak!
(-0.24% with just 34.1% of members above the 200-day).
March 27, 2000, the day after the index put in its dot com bubble closing peak!
(-0.24% with just 34.1% of members above the 200-day).
September 24, 2026 at 12:44 PM
Fun fact: The last time the S&P 500 was this close to a record (-0.44%) with fewer of its members above their 200-day moving averages (51.2%)?
March 27, 2000, the day after the index put in its dot com bubble closing peak!
(-0.24% with just 34.1% of members above the 200-day).
March 27, 2000, the day after the index put in its dot com bubble closing peak!
(-0.24% with just 34.1% of members above the 200-day).
Reposted by Engineer Hawk
AI is getting cheaper more quickly than any other transformative tech in history.
@EpochAIResearch @soberlook thedailyshot.com/sub...
@EpochAIResearch @soberlook thedailyshot.com/sub...
September 23, 2026 at 8:46 PM
AI is getting cheaper more quickly than any other transformative tech in history.
@EpochAIResearch @soberlook thedailyshot.com/sub...
@EpochAIResearch @soberlook thedailyshot.com/sub...
The party of freedom, property rights, and limited government. I realize Trump and his GOP puppets in congress caused this problem, but still.
Trump administration is examining whether a diesel export ban is feasible, Treasury Secretary says
Trump administration is examining whether a diesel export ban is feasible, Treasury Secretary says
"We're examining whether it's feasible in terms of the overall refining capacity and whether a full or partial ban would work," Bessent said.
cnb.cx
September 22, 2026 at 7:08 PM
The party of freedom, property rights, and limited government. I realize Trump and his GOP puppets in congress caused this problem, but still.
Reposted by Engineer Hawk
‘The difference between the CAPE and the forward P/E ratio is the largest on record. Wall Street analysts tend to extrapolate from recent results which explains the rosy outlook and the wide gap between valuations based on projected and historical earnings.’ www.bloomberg.com/opinion/arti...
September 22, 2026 at 3:32 PM
‘The difference between the CAPE and the forward P/E ratio is the largest on record. Wall Street analysts tend to extrapolate from recent results which explains the rosy outlook and the wide gap between valuations based on projected and historical earnings.’ www.bloomberg.com/opinion/arti...
Those GOP cowardly puppets will never rid themselves of the stench of Trump. It is forever.
September 22, 2026 at 5:19 PM
Those GOP cowardly puppets will never rid themselves of the stench of Trump. It is forever.
It is worth mentioning the Top 10% rule in TX is a racial quota proxy with the claim it helps Hispanic & Black American enrollment but in reality that hasn’t been much help. Instead the biggest impact is helping white enrollment at the expense of Asian Americans. This is why the TX GOP supports it.
Maga candidate Bo French’s campaign turned into a national political controversy after his racist social media posts triggered an argument within the Republican Party that is seeping into the bigger race for one of Texas’s US Senate seats. ft.trib.al/CzmVAfg
September 22, 2026 at 2:51 PM
It is worth mentioning the Top 10% rule in TX is a racial quota proxy with the claim it helps Hispanic & Black American enrollment but in reality that hasn’t been much help. Instead the biggest impact is helping white enrollment at the expense of Asian Americans. This is why the TX GOP supports it.
Reposted by Engineer Hawk
Tesla’s active robotaxi fleet in Austin crashes back to 8 vehicles after Cybercab pump
Tesla’s active robotaxi fleet in Austin crashes back to 8 vehicles after Cybercab pump
Tesla’s active robotaxi fleet in Austin has fallen back to just 8 vehicles over the past seven days, according to data from community tracker Robotaxi Tracker.
That’s about the same number Tesla had on the road when it launched the service in June 2025. Fifteen months of promises, and no net growth. A surge following the “launch of the Cybercab” quickly dissipated.
more…
electrek.co
September 22, 2026 at 2:07 PM
Tesla’s active robotaxi fleet in Austin crashes back to 8 vehicles after Cybercab pump
Reposted by Engineer Hawk
Autonomous trucking company Aurora looks to accelerate toward profitability
Autonomous trucking company Aurora looks to accelerate toward profitability
Aurora's founder and CEO told CNBC the company is targeting positive free cash flow by 2028, driven by a substantial increase in the number autonomous trucks.
cnb.cx
September 22, 2026 at 11:33 AM
Autonomous trucking company Aurora looks to accelerate toward profitability
Reposted by Engineer Hawk
1/2 @statestreet.bsky.social's latest data shows institutional investors’ equity allocations stand at 57.4%, the same as the prior high set in Feb '07, months before a cycle top ¬ long before the '08 Financial Crisis. Moreover, Dot Com era peaks were 58 – 60%, not far from here...
September 22, 2026 at 12:28 PM
1/2 @statestreet.bsky.social's latest data shows institutional investors’ equity allocations stand at 57.4%, the same as the prior high set in Feb '07, months before a cycle top ¬ long before the '08 Financial Crisis. Moreover, Dot Com era peaks were 58 – 60%, not far from here...
Reposted by Engineer Hawk
MARKS: “.. you can’t ignore the laws of economics ..
.. I don’t think the U.S. can perpetually spend more than it takes in and not expect its creditworthiness to be questioned and its IOUs – its currency and Treasury securities – to be disrespected.”
www.oaktreecapital.com/insights/mem...
.. I don’t think the U.S. can perpetually spend more than it takes in and not expect its creditworthiness to be questioned and its IOUs – its currency and Treasury securities – to be disrespected.”
www.oaktreecapital.com/insights/mem...
September 22, 2026 at 12:35 PM
MARKS: “.. you can’t ignore the laws of economics ..
.. I don’t think the U.S. can perpetually spend more than it takes in and not expect its creditworthiness to be questioned and its IOUs – its currency and Treasury securities – to be disrespected.”
www.oaktreecapital.com/insights/mem...
.. I don’t think the U.S. can perpetually spend more than it takes in and not expect its creditworthiness to be questioned and its IOUs – its currency and Treasury securities – to be disrespected.”
www.oaktreecapital.com/insights/mem...
Let's see, what other streaming services have Ad-Free subscriptions... Netflix, HBOMax, Paramount/Showtime, AppleTV, YouTube, Prime .....
All of which I like better than Disney. Bye Disney.
All of which I like better than Disney. Bye Disney.
Disney+ has altered its user agreement to clarify that ads will be allowed on all subscription tiers. https://bit.ly/4hhOjBo
September 21, 2026 at 11:21 AM
Let's see, what other streaming services have Ad-Free subscriptions... Netflix, HBOMax, Paramount/Showtime, AppleTV, YouTube, Prime .....
All of which I like better than Disney. Bye Disney.
All of which I like better than Disney. Bye Disney.
Reposted by Engineer Hawk
Cost of diesel for a typical Los Angeles-to-Dallas truckload: $1,430 — up about $600, or 72%, from the day before the Feb. 28 strikes on Iran.”
@bloomberg.com ⛽️
@bloomberg.com ⛽️
September 18, 2026 at 11:51 AM
Cost of diesel for a typical Los Angeles-to-Dallas truckload: $1,430 — up about $600, or 72%, from the day before the Feb. 28 strikes on Iran.”
@bloomberg.com ⛽️
@bloomberg.com ⛽️
Trump could have had lower rates if he hadn’t:
1) started a war
2) added tariffs
3) increased gov debt to fund tax cuts
1) started a war
2) added tariffs
3) increased gov debt to fund tax cuts
Trump responded mildly to this week’s Fed interest-rate increase, a sign that Fed Chairman Kevin Warsh has, for now, reset a once frosty relationship between the central bank and the White House on.wsj.com/4hy3zLJ
Trump responded mildly to this week’s Fed interest-rate increase, a sign that Fed Chairman Kevin Warsh has, for now, reset a once frosty relationship between the central bank and the White House
The new Fed chairman’s close relationship with the president gave him room to move without prompting a White House backlash.
on.wsj.com
September 18, 2026 at 2:03 AM
Trump could have had lower rates if he hadn’t:
1) started a war
2) added tariffs
3) increased gov debt to fund tax cuts
1) started a war
2) added tariffs
3) increased gov debt to fund tax cuts
The obvious question is: why is inflation high? The answer is simple; Trump caused it. He first increased deficit borrowing by cutting taxes on the wealthy, then he increased prices directly with tariffs & government overreach, and lastly he started a war which severely impacted world oil supply.
The Fed approved its first interest rate hike in more than three years and indicated another to come, as part of an effort aimed at combating inflation brought on by spiraling oil prices and other factors.
Read more: cnb.cx/4xXLpJ4
Read more: cnb.cx/4xXLpJ4
September 16, 2026 at 8:05 PM
The obvious question is: why is inflation high? The answer is simple; Trump caused it. He first increased deficit borrowing by cutting taxes on the wealthy, then he increased prices directly with tariffs & government overreach, and lastly he started a war which severely impacted world oil supply.
Reposted by Engineer Hawk
Jeff Gundlach says the Fed should have hiked rates by more to fight rising inflation
Jeff Gundlach says the Fed should have hiked rates by more to fight rising inflation
The Fed should have hiked rates by half percentage point rather than a quarter, the investor told CNBC.
cnb.cx
September 16, 2026 at 7:44 PM
Jeff Gundlach says the Fed should have hiked rates by more to fight rising inflation
Reposted by Engineer Hawk
DOUBLELINE CEO GUNDLACH: I SEE VIRTUALLY NO CHANCE THAT THIS IS THE PEAK OF THE FED FUNDS RATE- CNBC
September 16, 2026 at 7:13 PM
DOUBLELINE CEO GUNDLACH: I SEE VIRTUALLY NO CHANCE THAT THIS IS THE PEAK OF THE FED FUNDS RATE- CNBC