John Eckstein's Avatar

John Eckstein

@johneckstein.bsky.social

Portfolio manager. Macro and commodities. DMs on IG: johnfeckstein

182 Followers  |  82 Following  |  14 Posts  |  Joined: 27.08.2023  |  1.6234

Latest posts by johneckstein.bsky.social on Bluesky


National retail federation says "average shrink rate in FY 2022 increased to 1.6%, up from 1.4% in FY 2021 and in line with shrink rates seen in 2020 and 2019" if you are looking for your crisis

cdn.nrf.com/sites/defaul...

05.10.2023 15:44 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

Does it ever make sense for an unlevered investor to buy MBS? When is a time that an MBS index did much better than duration matched investment grade credit?

04.10.2023 13:29 β€” πŸ‘ 0    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
Preview
Why Apple’s 2nd Gen UWB Chip is Exciting? With over 10 years of experience in spatial and location technologies, including Bluetooth, Ultra Wideband, and Cellular IoT, we at Estimote are thrilled about the newly announced iPhone 15 and its up...

What is apples ultra wideband chip and what might the new one be able to do

blog.estimote.com/post/7283178...

19.09.2023 14:27 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

From this substack: substack.com/inbox/post/1...

Which also has a great explanation of how this article was written: worksinprogress.co/issue/why-we...

11.09.2023 12:35 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Post image

This is a great example of how tech is never enough. If it was other vaccinations would have quickly followed smallpox instead of the huge gap

11.09.2023 12:31 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Post image Post image Post image Post image

World trade. Not great!

from John Kemp Energy from Reuters. Not on here maybe?

08.09.2023 13:54 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
A grid of various Simpsons screenshots as Chinese Dynasties, from the first: "Xia, a reporter screams with the text Dramatization, may not have happened"; "Shang, Homer dismisses Lisa in the car by saying You can't stop progress because of some moldy old bones. Bones Schmones."; "Zhou, Homer tells Bart at the dinner table, Your ideas are intriguing and I wish to subscribe to your newsletter"; "Warring States, Grandpa Abe types a letter saying, 'Dear Mr. President, there are too many states nowadays, please eliminate 3"; "Qin, Homer angrily tells Bart, we live in a society of laws! Why do you think I took you to all those Police Academy movies?"; "Han, Homer reads a list to Lisa's disappiontment reading, 'Literacy programs, preserving our beloved covered bridges, world domination"; 3 Kingdoms, Grandpa Abe says, 'In fact, I've got a real funny story about that, actually not so much funny as it is long'; Jin, I'm sorry I've run out of room and Bluesky won't allow me to post more.

A grid of various Simpsons screenshots as Chinese Dynasties, from the first: "Xia, a reporter screams with the text Dramatization, may not have happened"; "Shang, Homer dismisses Lisa in the car by saying You can't stop progress because of some moldy old bones. Bones Schmones."; "Zhou, Homer tells Bart at the dinner table, Your ideas are intriguing and I wish to subscribe to your newsletter"; "Warring States, Grandpa Abe types a letter saying, 'Dear Mr. President, there are too many states nowadays, please eliminate 3"; "Qin, Homer angrily tells Bart, we live in a society of laws! Why do you think I took you to all those Police Academy movies?"; "Han, Homer reads a list to Lisa's disappiontment reading, 'Literacy programs, preserving our beloved covered bridges, world domination"; 3 Kingdoms, Grandpa Abe says, 'In fact, I've got a real funny story about that, actually not so much funny as it is long'; Jin, I'm sorry I've run out of room and Bluesky won't allow me to post more.

the dynasties and periods of China as Simpsons Quotes

07.09.2023 13:19 β€” πŸ‘ 336    πŸ” 115    πŸ’¬ 16    πŸ“Œ 12

My phone 100% died and I keep reaching for my phone to tweet about it.

Admitting you need help is the first step

07.09.2023 14:22 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

very cool

07.09.2023 12:54 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Marsha Blackburn Makes It Clear: KOSA Is Designed To Silence Trans People It still amazes me that KOSA has any Democratic co-sponsors, let alone 21 Democratic co-sponsors in the Senate led by lead Democratic sponsor (and embracer of any bill that will undermine the inter…

I wrote about Senator Blackburn making it quite clear that she intends KOSA to silence "the transgender," and wondering how the hell Democrats like @schatz.bsky.social can still support the law.

06.09.2023 22:17 β€” πŸ‘ 537    πŸ” 270    πŸ’¬ 8    πŸ“Œ 22

OMG this is amazing

06.09.2023 13:31 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Queer meetup to see the Hannah Gadsby curated Picasso show Sunday 9/10, Brooklyn. DM for invite

06.09.2023 12:58 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

Are people still going to the ASSA?

San Antonio? Some state where people like me are second class citizens? Fuck this

06.09.2023 13:29 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
The most successful drone in Ukraine This will ruffle feathers but it’s how I see it. Quietly being assembled and flown in Ukraine in a variety of roles the Corvo Precision Payload Delivery System (PPDS). There are multiple ways…

Cardboard drones in use in Ukraine
www.suasnews.com/2023/06/the-...

05.09.2023 14:37 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Post image

From Benedict Evens' newsletter.

The link: www.reuters.com/technology/m...

05.09.2023 14:30 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Huh. Why try again

28.08.2023 11:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

never heard of these! What a cool artifact

28.08.2023 03:37 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

New here!

27.08.2023 19:34 β€” πŸ‘ 6    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
a swiss stamp depicting a concrete wall. it says helvetia 110 on the top and die post and 2023 on the bottom

a swiss stamp depicting a concrete wall. it says helvetia 110 on the top and die post and 2023 on the bottom

Swiss Post issued a concrete stamp to demonstrate its policy in support of arts. It is produced with cement pigments with an "ultra-matt" finish, and is available in single, 4-, or 8-stamp sheets. [s/o Bruno] https://greg.org/archive/2023/08/26/concrete-stamp-from-swiss-post.html

27.08.2023 02:55 β€” πŸ‘ 26    πŸ” 8    πŸ’¬ 1    πŸ“Œ 1

@johneckstein is following 16 prominent accounts