Joe Weisenthal

@TheStalwart

Co-host of the Odd Lots podcast and 'What'd You Miss?' on Bloomberg TV. Editor. Fan of chess, Chinese food, and the Bakersfield Sound.

New York City
bit.ly/1IJLySS
Joined March 2008
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  1. Pinned Tweet
    Sep 22

    Here's a simple chart I made to track NYC's recovery. OpenTable reservations, MTA Turnstile swipes, and shares of SL Green, the big Manhattan office real estate company. Wrote about it for today's newsletter

    31 replies 121 retweets 449 likes
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  2. 3 minutes ago

    The whole WSB AMA is an enjoyable morning read

    1 like
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  3. Retweeted
    18 hours ago

    For those fishing in the new hot areas of the market (online gambling, electric cars, better-for-you, etc.) Two years ago Tilray came to market. Peter Thiel was invested. $150B TAM. Tilray went public at $17/sh and peaked at $300/sh. Today the stock is priced at <$5/sh.

    21 replies 24 retweets 278 likes
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  4. Retweeted
    8 hours ago

    "There's a big role for the government as the venture capitalist of the green economy."

    2 replies 5 retweets 20 likes
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  5. Retweeted
    6 hours ago

    GOLDMAN: “We think it is now clear that Congress will not attach additional fiscal stimulus to the continuing resolution. ... We are lowering our Q4 GDP growth forecast from 6% to 3% on a quarterly annualized basis ..”

    21 replies 85 retweets 212 likes
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  6. Retweeted
    32 minutes ago

    The SPAC is Switchback Energy Acquisition (NYSE: ).

    ⚡️ChargePoint - the world's largest EV charging network - will go public through a SPAC, with a value of $2.4bn⚡️ Group raising $500m to expand in a "breathtakingly large market," chief executive tells me. Existing investors include Daimler & BMW. Story to come...
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    2 replies 1 retweet 6 likes
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  7. 48 minutes ago

    The number of permanent small business closures in the US just continues to rise, while millions of people remain out of work, and the government cut off any further assistance to the unemployed without any urgency to do anything about it.

    3 replies 9 retweets 28 likes
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  8. 51 minutes ago

    Helpful read from here on the cacophony of Fedspeak we got this week. Most of it is noise.

    1 reply 3 likes
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  9. 54 minutes ago

    Of course, it's long been recognized that Japan never has any issues sustaining high deficits and a large stock of existing debt, but then people just basically write it off with like "Japan is just different" but less easy to dismiss the lesson from the UK

    3 replies 1 retweet 19 likes
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  10. 57 minutes ago

    The UK continues to serve as a useful reminder that "The US can only fund large deficits because the dollar is the world's reserve currency" is a very wrong opinion.

    Markets are unfazed at the prospect of more borrowing by the British government. Story w & via
    5 replies 10 retweets 44 likes
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  11. 1 hour ago

    Meanwhile yesterday, a random no-name company put out a press release, and said they were going to launch an electric vehicle unit with the name "Edison" in it, and the stock soared from $1 to $47, before ending at $14.

    10 replies 12 retweets 53 likes
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  12. 1 hour ago

    is getting destroyed again pre-market. Plunging 9%

    14 replies 2 retweets 26 likes
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  13. 1 hour ago

    Gold continues to get slammed

    9 replies 12 retweets 28 likes
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  14. Retweeted
    1 hour ago

    Which would be entirely reasonable since the government has demonstrated that it has tools available to prevent the one leading to the other.

    don’t be surprised if people tell opinion pollsters they support further lockdown and then - later - blame government if and when unemployment goes through the roof
    1 reply 9 retweets 22 likes
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  15. Retweeted
    2 hours ago
    Replying to

    While Europe Covid reboot deservedly gets attention, the absence of significant pick-up in fatalities continues to be overlooked by markets (wrongly in my view).

    2 replies 5 retweets 14 likes
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  16. 2 hours ago

    What’d I miss?

    12 replies 10 likes
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  17. 11 hours ago

    Thought of another good one: Miss Andrea

    5 replies 13 likes
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  18. Retweeted
    14 hours ago

    Pleased to announce that Roosevelt Institute has released 's and my 2nd paper on economic lessons from WWII, Public Spending as an Engine of Growth and Equality. This one is on macro side of war: output, employment and income distribution.

    2 replies 22 retweets 50 likes
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  19. Retweeted
    20 hours ago

    MTA monthly board meeting is underway... and MTA chair Pat Foye is emphasizing (again) how the current crisis is much, much worse than the Great Depression. Here's a look at ridership drops during the depression, the peak of the pandemic and today:

    3 replies 17 retweets 27 likes
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  20. 13 hours ago

    John Thain SPAC

    10 replies 3 retweets 4 likes
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  21. 13 hours ago

    Big fan of ’s Substack. Psyched to have a hat to rep the brand

    7 replies 5 retweets 27 likes
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