Everything looked unstoppable just a few months ago. Stocks were soaring, commodities were in short supply, and inflation was supposedly under control. Now, one by one, the pieces are falling. Cocoa, lumber, crypto—whatever goes up eventually comes down. And right now, it’s all coming down fast.
Look at orange juice. Down 46% since December, red in 15 of the last 17 trading days. That’s not a correction. That’s a full-blown collapse. And why? Demand is cratering. People aren’t buying like they used to. Pepsi even admitted in its latest earnings call that snack and soda sales are declining. If Americans are cutting back on chips and pop, something is seriously wrong.
The signs are everywhere. Tesla is on track for its sixth straight red day, now down 42% from its all-time high. Nvidia’s blockbuster earnings weren’t enough to hold up the market. And when Trump’s tariffs hit, things got even worse. The Nasdaq just suffered its biggest drop of 2025—over 450 points in a single day. That’s not just a bad trading session. That’s the market pricing in reality.
This isn’t just a dip. It’s a shift. For the average American, the decline has been happening for years—just hidden behind money printing and government handouts. When adjusted for the growth of the money supply, real incomes have been in freefall. Wages don’t keep up. Purchasing power erodes. People feel poorer because they are poorer.
They won’t call it a recession yet. They’ll keep spinning the narrative, blaming external factors, pretending this is all temporary. But the markets are already trading like the economy is breaking. Because it is.
Sources:
https://x.com/Barchart/status/1894595856760017409
https://x.com/infraa_/status/1895260101797425182
https://x.com/Barchart/status/1895211369789825537
https://x.com/great_martis/status/1895199476828270868
https://x.com/StockMKTNewz/status/1895257059693863405
Feb. 28, 2025 – Biggest lost in 2025 for Nasdaq
byu/vjectsport inStockMarket