Trumps is not slowing inflation. Cutting rates now is just asking for trouble. The safest stocks in the market are breaking, consumer staples hit by dying demand

It’s not just $CMG dropping. Even fast food is dropping Wendy’s has been smashed and they probably have the best food of them all. It all comes back to the consumer pic.twitter.com/wCURBOAS19 — QE Infinity (@StealthQE4) November 1, 2025 🚨MORGAN …

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Housing needs help deflating: Completed but unsold homes at highest level since 2009. Oversupply and weak demand point to price cuts ahead

https://twitter.com/rev_cap/status/1962197481111834696 Housing *does* need help, but totally agree if they cut FFR it’ll just make things worse Since cutting cycle of 100bps last sept, 30Y UP 100bps Eventually I also think they try another George W Bush type program (when …

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Shiller PE near 40, Buffett indicator at 200 percent of GDP, and tariffs choke margins while consumer demand stalls

If consumer demand is frozen and margins are squeezed, are stocks about to fall? Data and full report here: https://t.co/pxYDtGgI1a pic.twitter.com/Lp3Bzo280Z — The Coastal Journal (@1CoastalJournal) August 20, 2025 Corporate bankruptcies are heading for a record high this year higher …

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The U.S. housing market is staring at a record demand shock.

In June 2025 active home sellers outnumbered buyers by 508,715, the largest gap tracked since 2013. https://www.thetitlereport.com/articles/redfin-home-sellers-outnumber-buyers-by-record-mar-94558.aspx That translates to about 34 % more sellers than buyers nationwide. https://www.redfin.com/news/sellers-vs-buyers-price-impact Power has flipped. Realtors no longer hold the cards. Many buyers have …

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