"Macomb may no longer tell us where America is going.
But it remains a very good place to see the crosscurrents pulling it apart."
Read the new piece from LP Sr Advisor Jeff Timmer on Substack: https://bit.ly/4rgJQ6I
But it remains a very good place to see the crosscurrents pulling it apart."
Read the new piece from LP Sr Advisor Jeff Timmer on Substack: https://bit.ly/4rgJQ6I
September 16, 2026 at 9:00 PM
"Macomb may no longer tell us where America is going.
But it remains a very good place to see the crosscurrents pulling it apart."
Read the new piece from LP Sr Advisor Jeff Timmer on Substack: https://bit.ly/4rgJQ6I
But it remains a very good place to see the crosscurrents pulling it apart."
Read the new piece from LP Sr Advisor Jeff Timmer on Substack: https://bit.ly/4rgJQ6I
Inflation jumps as Trump and Powell confront a weakening labor market.
Inflation jumps as Trump, Powell confront weakening labor market
The crosscurrents of higher prices and a softening job market pose a major headache for Fed policymakers as they prepare to meet next week.
www.politico.com
September 11, 2025 at 3:55 PM
Inflation jumps as Trump and Powell confront a weakening labor market.
The crosscurrents—with the party wanting to defend black representation while also desperate to counteract the GOP gerrymandering push—have placed some national Democratic officeholders in a bind. www.thebulwark.com/p/democrats-...
October 27, 2025 at 7:30 PM
The crosscurrents—with the party wanting to defend black representation while also desperate to counteract the GOP gerrymandering push—have placed some national Democratic officeholders in a bind. www.thebulwark.com/p/democrats-...
"What may go down in history as the Folgers Coffee™ Conference exemplified the crosscurrents of a 2024 presidential campaign that appears to be rapidly slipping from Trump’s grasp."
Trump's carny act isn't working anymore
His Folgers Coffee™ Conference showed a candidate in decline.
www.publicnotice.co
August 19, 2024 at 4:03 PM
"What may go down in history as the Folgers Coffee™ Conference exemplified the crosscurrents of a 2024 presidential campaign that appears to be rapidly slipping from Trump’s grasp."
'Valuation says... nothing' 🤷🏻♂️ www.tker.co/p/schwab-for...
'Valuation says... nothing' 🤷🏻♂️
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
December 14, 2025 at 12:51 PM
'Valuation says... nothing' 🤷🏻♂️ www.tker.co/p/schwab-for...
Australia's banks face critical earnings test amid economic, political crosscurrents reut.rs/4iJjvZ1
Australia's banks face critical earnings test amid economic, political crosscurrents
Australia's biggest banks face a pivotal earnings test next week as they navigate mixed interest margin prospects in the face of looming rate cuts, persistent inflation concerns and rising mortgage stress.
reut.rs
May 2, 2025 at 12:20 AM
Australia's banks face critical earnings test amid economic, political crosscurrents reut.rs/4iJjvZ1
9 evergreen investor lessons from 2024 📜 www.tker.co/p/evergreen-...
9 evergreen investor lessons from 2024 📜
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
December 22, 2024 at 1:36 PM
9 evergreen investor lessons from 2024 📜 www.tker.co/p/evergreen-...
Monthly trade setups are much easier when CPI prints after the 30y auction. Trump crosscurrents notwithstanding, expect some long-end pressure this week especially with OBBB now law of the land
July 6, 2025 at 10:28 PM
Monthly trade setups are much easier when CPI prints after the 30y auction. Trump crosscurrents notwithstanding, expect some long-end pressure this week especially with OBBB now law of the land
Yes! And flash floods, just by nature of how they happen, create streams with HELLA nasty crosscurrents.
August 18, 2023 at 3:09 AM
Yes! And flash floods, just by nature of how they happen, create streams with HELLA nasty crosscurrents.
The AI earnings headwind and accounting headache that’s set to intensify 🌬️ www.tker.co/p/ai-depreci...
The AI earnings headwind and accounting headache that’s set to intensify 🌬️
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
September 27, 2026 at 1:55 PM
The AI earnings headwind and accounting headache that’s set to intensify 🌬️ www.tker.co/p/ai-depreci...
it's interesting to think about the emotional crosscurrents here, the way eg internalized homophobia or transphobia can create a pressure on people which allows them to be weaponized against their own.
April 13, 2026 at 5:02 PM
it's interesting to think about the emotional crosscurrents here, the way eg internalized homophobia or transphobia can create a pressure on people which allows them to be weaponized against their own.
The Memo: Trump vexed by crashing crosscurrents in seeking end to Iran war #TheHill
thehill.com
The Memo: Trump vexed by crashing crosscurrents in seeking end to Iran war
twp.ai
May 9, 2026 at 10:18 AM
The Memo: Trump vexed by crashing crosscurrents in seeking end to Iran war #TheHill
The unluckiest market timer I know made another poorly timed trade 🤦🏻♂️ www.tker.co/p/sam-ro-unl...
The unluckiest market timer I know made another poorly timed trade 🤦🏻♂️
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
March 23, 2025 at 12:37 PM
The unluckiest market timer I know made another poorly timed trade 🤦🏻♂️ www.tker.co/p/sam-ro-unl...
A high P/E is not a stock market sell signal ⚠️ www.tker.co/p/valuations...
A high P/E is not a stock market sell signal ⚠️
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
December 15, 2024 at 2:11 PM
A high P/E is not a stock market sell signal ⚠️ www.tker.co/p/valuations...
The crosscurrents—with the Democratic party wanting to defend black representation while also desperate to counteract the GOP gerrymandering push—have placed some national Democratic officeholders in a bind. ICYMI @lauren-egan.bsky.social: www.thebulwark.com/p/democrats-...
Dems Hit a Major Obstacle in Redistricting Wars: Other Dems
The surprisingly messy politics of the push to counter GOP gerrymandering.
www.thebulwark.com
November 3, 2025 at 5:00 AM
The crosscurrents—with the Democratic party wanting to defend black representation while also desperate to counteract the GOP gerrymandering push—have placed some national Democratic officeholders in a bind. ICYMI @lauren-egan.bsky.social: www.thebulwark.com/p/democrats-...
One of the most misunderstood moments in stock market cycles ⏱️ www.tker.co/p/stock-mark...
One of the most misunderstood moments in stock market cycles ⏱️
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
March 16, 2025 at 1:50 PM
One of the most misunderstood moments in stock market cycles ⏱️ www.tker.co/p/stock-mark...
'The thing I really want to emphasize is that nobody knows' 🤷🏻♂️ www.tker.co/p/stock-mark...
'The thing I really want to emphasize is that nobody knows' 🤷🏻♂️
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
March 22, 2026 at 1:33 PM
'The thing I really want to emphasize is that nobody knows' 🤷🏻♂️ www.tker.co/p/stock-mark...
This (unfortunately pricey) volume comes out in a few weeks and despite being years in the making is unexpectedly timely, since the crosscurrents, factions, and continuing rise of the postliberal right are very much part of each day's news.
November 18, 2025 at 7:59 PM
This (unfortunately pricey) volume comes out in a few weeks and despite being years in the making is unexpectedly timely, since the crosscurrents, factions, and continuing rise of the postliberal right are very much part of each day's news.
You can get ten feet of water dumped on you in seconds! You can be swept off your feet by nasty crosscurrents in water that only comes up to your knees! Seriously, DO NOT fuck with flash floods!
August 18, 2023 at 2:10 AM
You can get ten feet of water dumped on you in seconds! You can be swept off your feet by nasty crosscurrents in water that only comes up to your knees! Seriously, DO NOT fuck with flash floods!
While most Democrats have opposed President Trump's decision to attack Iran, their responses reveal differences over Middle East policy and national security that loom over the party’s future. The crosscurrents date back more than two decades to the war in Iraq. nyti.ms/4kYDoxS
Democrats Denounce Trump’s Iran Attack, but Subtle Divisions Emerge
While most Democrats have opposed his decision, their responses reveal differences over Middle East policy and national security that loom over the party’s future.
nyti.ms
March 2, 2026 at 4:15 AM
While most Democrats have opposed President Trump's decision to attack Iran, their responses reveal differences over Middle East policy and national security that loom over the party’s future. The crosscurrents date back more than two decades to the war in Iraq. nyti.ms/4kYDoxS
Don't be fooled... this is a weak US labor market
⚠️The labor market is under significant pressure from conflicting crosscurrents. Labor supply has taken a meaningful hit from aging demographics and a historic drop in #immigration, but labor demand has been weakening even faster
⚠️The labor market is under significant pressure from conflicting crosscurrents. Labor supply has taken a meaningful hit from aging demographics and a historic drop in #immigration, but labor demand has been weakening even faster
January 9, 2026 at 5:34 PM
Don't be fooled... this is a weak US labor market
⚠️The labor market is under significant pressure from conflicting crosscurrents. Labor supply has taken a meaningful hit from aging demographics and a historic drop in #immigration, but labor demand has been weakening even faster
⚠️The labor market is under significant pressure from conflicting crosscurrents. Labor supply has taken a meaningful hit from aging demographics and a historic drop in #immigration, but labor demand has been weakening even faster
No official jobs data, but the unofficial data is unambiguously discouraging 💼 www.tker.co/p/alternativ...
No official jobs data, but the unofficial data is unambiguously discouraging 💼
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
November 9, 2025 at 12:37 PM
No official jobs data, but the unofficial data is unambiguously discouraging 💼 www.tker.co/p/alternativ...
Anyhow, go to your college parties, because it could put you in the crosscurrents of history.
June 12, 2025 at 9:28 PM
Anyhow, go to your college parties, because it could put you in the crosscurrents of history.