Rate cuts: like putting a band-aid on a sinking ship.
For those begging for rate cuts, look back at 2001 and 2008. The Fed started cutting right before unemployment spiked. The pivot wasn’t a win, it was the signal that the real damage was about to hit. If the economy was healthy and booming, there would be no need to cut rates. pic.twitter.com/31BCnmTCjY
— EndGame Macro (@onechancefreedm) August 19, 2025
They said Lehman was fine…days before it collapsed.
They’re saying the labor market is ‘resilient’… as layoffs accelerate.
We’ve seen this movie before.
— Amanda Goodall (@thejobchick) August 18, 2025
Oh yeah.
Back in 1999, internet darling Cisco $CSCO was propelled by speculators on margin.
Compare to Nvidia $NVDA today.
From Dot Com peak to bottom, $CSCO dropped 89% percent.
This movie's title "AI Bubble Bust".
— Stephen Reed 🤖 (@StephenReed_AGI) August 18, 2025
Significant slowdown in retail sales growth for restaurants and bars … 3m average barely positive in July pic.twitter.com/4f6ikHTfI1
— Liz Ann Sonders (@LizAnnSonders) August 18, 2025
2% inflation is a myth, or worse, a lie. Anyone living in the real world over the past five years knows that. pic.twitter.com/p2BYSaHEWx
— Peter Mallouk (@PeterMallouk) August 18, 2025
This chart is one of the most important signals people aren’t paying attention to. The Overnight Reverse Repo Facility (RRP) has effectively been the hidden buffer that allowed the Fed to run QT (quantitative tightening) without instantly sparking a funding crisis. At its 2022… https://t.co/Q8iD59zdKk
— EndGame Macro (@onechancefreedm) August 18, 2025
Retail Investors have been loading up on stocks this year while professionals (a.k.a. the "smart money") have been dumping 🚨🚨 pic.twitter.com/dOfCI2BiiR
— Barchart (@Barchart) August 19, 2025
🚨This is INSANE:
The BLS is set to revise DOWN US job numbers by 550,000-950,000 for 12 months ending March 2025 on September 9, according to Goldman Sachs estimates.
That’d be the biggest 12-month downward revision in 15 YEARS.
Total cut over 2 years would reach 1.5M jobs. pic.twitter.com/6S2KDLypQN
— Global Markets Investor (@GlobalMktObserv) August 19, 2025
Oof. How many people are living like this? 🤔 pic.twitter.com/YFfG3D718m
— Markets & Mayhem (@Mayhem4Markets) August 19, 2025