Neely
@NeelyTamminga
Co-Founder & CEO @ DISTILL | CEO Advisor | Professor | Consumer + Econ Nerd | TEDx Speaker | Fly Fisher | Wife + Mom
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Entering my “public company director” era this week which means a quieter social media life. Thank you, FinX and this community of X, for helping me grow in sources and research, refine communication skills, and find joy in connecting with very bright minds and kind hearts.…
Happy Birthday, @DiMartinoBooth! (Once I learned you share your birthday with Constitution Day, I’ll never forget 😅) ❤️🇺🇸💙
As someone who has done exactly this... an unspoken element is the deep well of support from a loving spouse. This week is a good week to remind us all that a healthy marriage is a formidable tool in the high agency toolkit.
Decimalization + MiFID II caused this. The generalization and juniorization of the sell-side has led to a slow decline in quality. There are still some greats out there, but the sentiment below is a common refrain. xoxo, a former sell-sider
The quality of sell-side research continues to crater. It’s remarkable that a random writer on Substack, with far fewer resources, can consistently produce work that is lightyears ahead of what you get from tier-1 or tier-2 banks today. Personally, I think because a lot of…
Looks like Texas is the culprit…
🔴 US INITIAL JOBLESS CLAIMS ACTUAL 263K (FORECAST 235K, PREVIOUS 237K) $MACRO
I’m back, baby
Don’t miss tomorrow’s KIS at 4:30 PM ET when @camharvey rejoins @profplum99 and @ConvexityMaven to talk about the yield curve and passive investing dominance. Link in the reply.
In light of today’s revisions… I still hold that we should have begun to cut rates in May 2024. Said it then. Still believe it.
May. May is when they should have cut. Now all direct loans for student loans will be priced off of overstated economic data strapping millions of borrowers with interest payments borne out of false data.
The labor market has been the harshest on the younger cohort. This is likely because hiring is extremely low, and people leaving college need to be hired. If you are already employed (prime-age or older), layoffs are still low.
A well-attended lunch featuring a down-to-earth conversation with @neelkashkari moderated by my good friend Kate Kelly. Grateful to have had the opportunity to ask about the signal we're seeing in the unemployment rate of 20-24 year olds. Link in post below. @MinneapolisFed
A friend recently lost a good friend to the invisible scars of suffering that can come from serving in our military. He asked that I share this with my network and while sad, I’m honored to do so. If you’re led to give, here’s an opportunity to do so. gofund.me/96af68f4
The irony of the end of print while Gen Z is utilizing print newspaper to engage with one another as a trend right now… I see it all over my Instagram feed: brides asking their friends to be bridesmaids via newsprint announcements… weddings being announced via newsprint…
There’s only one right answer
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