Danielle DiMartino Booth

#NeverForget

Worst blisters ever from walking so far after game let out. I’d walk another mile if I had to just to relive the best comeback EVER!! It was EPIC! TEXAS!! FIGHT!!!

A beautiful read about a random connection I made last weekend. It was sweet serendipity to find out we had in common reminisces of Sandler O’Neill. https://t.co/xGwSkyXfvW

Take the time to read this today please. It’s beautiful. #NeverForget

Angels Manning Heaven’s Trading Floors — Never Forget 9-11-26 Dear QI & My Ever-Expanding Extended Family, On this 9/11, I write my shortest preamble yet from the vacant bunk of my youngest... https://t.co/9yvA5hmNie https://t.co/WG6QCHi1st

Couldn’t pretend any longer?

Absent purchasing power, to WHOM do companies charge higher prices? (See any consumer-facing’s earnings comments…then reference their accompanying layoff announcements.)

Got inflation-adjusted? @ChicagoFed Advance Retail Trade Summary (CARTS) tracks @uscensusbureau Monthly Retail Trade Survey(MRTS) on weekly basis, providing early snapshot of national retail spending. Latest week in the red. The Consumer is Strong! cc @TylerHardt @SoberLook https://t.co/uEEnudqfTJ

I will be speaking at the 52nd Annual NOIC — Register now to have a seat at the table! October 28-31 — https://t.co/ZnTn3zsSnq #NOICconference #NewOrleansInvestmentConference #federalreserve #dimartinobooth #economy https://t.co/1iIfk2tJiP

To @HenrikZeberg point, we need not ignore ONE data point like: 1) 44% response rate for "blowout payrolls" 2) @BankofAmerica internal data showing Restaurants & Bars (R&B) spending collapsed in August prompting 59k new R&B hires 3) Valuations We're supposed to ignore it ALL.

The uber-wealthy angered that the Caribbean doesn’t have a sufficient stock of private islands.

FIX! PS. I only just learned of 102-month auto loans from someone in the industry. I thought it was a hoax. And THEN I really had my eyes opened. For a unique ride, loans can stretch to 180 months Now THAT prompted a double take given its other name was once “15-year mortgage”

No patience for growth. That about sums it up.

“…spray and pray and hope for the best.”

This has got to be the most feel good day in memory on the social media formerly known as Twitter. Do these joyful scenes also make you feel as if we’ve time transported back to that cute and friendly bird logo? Pass it along or just have a loved one or friend watch it with you.

So heartwarming.

Literally the best commercial ever to be aired. I remember where I was when I watched it. Do you? #NeverForget

Uncomfortably “frozen” @HomeDepot

This makes me cheer out loud for the other UT.

…and hold on to them for the rest of your life.

Too sweet. PS. I’ve got one of those stuffed Bevos on my nightstand.

Is all housing supply created equal? If there is an element of fungibility, upward pressure on concessions and downward pressure on home prices will be sustained. The bigger question via the CEO @HomeDepot “What will it take to finally ‘unfreeze’ the ‘frozen housing market’”? https://t.co/8XrLAenaQJ

Truth

Read the whole thread please. “The deeper possibility is that a late cycle economy became too weak to hire its normal seasonal workforce, then looked strong because fewer seasonal workers were available to fire.”

Perfect Sunday share.

👇👇👇

Dolly taught many of us of her generosity in hindsight. Let’s applaud in the here and now the selfless acts of kindness of Keanu Reeves.

Typically, new houses sell for $40,000 more than existing Because they’re bigger (2.2k SF new builds vs 1.8k for existing) & newer (w/less initial maintenance) Thereby comanding a higher price But no longer How long can this dislocation persist for? Good question. Great 🧵

“In a low hire, low fire regime, businesses may have hired far fewer seasonal workers earlier, leaving fewer workers to shed later. If the seasonal model still expects historical August drop, merely losing fewer workers than normal can show up as substantial adjusted job growth.”

WELCOME, INDEED, BEVO!