Robert Armstrong

robarmstrong.bsky.social

03 October 2026 18:30

S&P 500 unchanged over three months -- with earnings expectations up and price/earnings multiples down. This is *exactly* what you would expect to happen when interestst rates are being driven higher by a mix of growth and inflation. Sometimes markets make sense.

MinMaxDoc

minmaxdoc.bsky.social

25 September 2026 17:01

Fair point, the margin expansion we cited was real but it's a lagging indicator. The market's been pricing in the curve compression and what it means for future NIM. Banks are trading on what's coming, not what already happened.

Tim Tyler

tetylernj.bsky.social

19 September 2026 13:10

Many homeowners feel locked in by a mortgage rate they don't want to lose. But life keeps changing. At some point, lifestyle matters as much as financing. #HousingMarket

wizardkitten

wizardkitten.bsky.social

09 September 2026 09:46

And by noon, prices are swinging back up again. Starting to see $4.39 pop up across the area. Speedway, Marathon and Mobil are once again leading the pack. Really can't blame people for being pissed off. This volatility alone will do it - your household or business can't budget for this.

Dan Cole

cole0007.bsky.social

06 September 2026 10:29

I’m a pensioner who’s seen his state pension increase significantly, it was very low in 2010 it’s ok now. So long as triple lock is applied the pension should keep up with inflation or wages depending which is higher