Independent thinking for complex markets and current events
Homeland Security Secretary Kristi Noem raised her incentives on Monday for illegal migrants who volunteer to return home before the end of the year as part of a program to lower deportation costs for taxpayers. Noem had a new offer of $3,000 stipend and free flight home if they sign up to self-deport through the …
There’s nothing biased about labeling this the biggest bubble in US equity & housing history – it’s called the reality. Bubbles are rarely linear. — Don Johnson (@DonMiami3) August 24, 2025 Housing market weakness triggers Lennar to offer biggest incentives since 2009#RESights #MacroEdge — MacroEdge RESights (@RESightsbyME) August 24, 2025 July 2025 saw the second …
Homeownership is slipping through the floorboards. First-time buyers now account for just 21.8 percent of total home purchases, the lowest share ever recorded. That’s down from 34 percent in 2019 and signals a deeper affordability breakdown. Existing home sales are projected to reach 4030000 in 2025, marking the slowest housing market in more than 25 …
Solar stocks such as Sunrun (RUN), SolarEdge Technologies (SEDG) and First Solar (FSLR) plunged overnight after the newly released Senate budget bill would keep a full phase-out of solar and wind energy tax credits by 2028. The GOP-led Senate Finance Committee late Monday unveiled changes to the Trump budget bill that passed the House, but …
One of the oddest things in the House budget bill was cutting the private market incentives in energy markets. 81% of incremental power generation will be crippled by that single stroke of the pen. How do we compete in AI and compete against China? They have an abundance of… pic.twitter.com/QOALsBwLum — Chamath Palihapitiya (@chamath) May …
First, let's look at the global picture. The contrast between regions tells a stark story: • Africa: 4.3 children per woman• Middle East: 2.8• USA: 1.7• EU average: 1.5 This EU average of 1.5 children per woman falls far below the 2.1 needed for population stability. pic.twitter.com/lG4IIZ2S8p — Ole Lehmann (@itsolelehmann) November 28, 2024 Even …
Brigham Buhler: “If Bobby Kennedy’s put in a position to make change, he will. The things that I’ve been told is there’d be a potentially an executive order to drive forth this sweeping change in healthcare and attempt to fix and challenge the broken status of our systems and the incentive systems that we discussed …
According to data, New York City officials’ receipts show that almost $5 billion has been spent on services for illegal aliens, including $2 billion just on housing. The city has housed, clothed, and fed close to 212,000 foreign nationals who have illegally entered the United States through the Southern border, which makes it the hardest …
Charity is better because those giving can judge the worthiness of those receiving and it is not effectively an entitlement. My husband convinced me to get pregnant. I had the baby, got laid off, and left him — I’m happy with all of my decisions. “I let strangers — an immigrant family — live in …
Reddit made changes to chief executive Steve Huffman’s pay shortly before reviving plans to go public, removing incentives based on the company hitting a $25bn valuation in a signal of reduced hopes for a blockbuster IPO. According to company filings, the social media company in December cancelled chief executive awards that were tied to the …
by Chris Black This stands true for basically every industrialized/”liberal” country, and by liberal I mean so-called democracy. That’s because there is no way to incentivize women to have kids. The Guardian: South Korea’s demographic crisis has deepened with the release of data showing its birthrate – already the world’s lowest – fell to a new …
New vehicle inventory is now at the *highest* level since early spring of 2021. Expect incentives to keep rising for most brands. — Car Dealership Guy (@GuyDealership) December 23, 2023 Updated market day supply for NEW vehicles, major markets.Compared to October numbers (just over 2months):Chevrolet, Nissan, Subaru, Kia almost 50% increase in MDS, and Dodge …
While premiums and benefits have improved for beneficiaries, the financial mechanisms behind these plans raise concerns. Medicare Advantage companies, funded by the federal government, are incentivized to manage policyholders’ risks, potentially leading to overspending and profit-driven practices. The push for Advantage plans during open enrollment is linked to commission structures favoring brokers, contributing to a …
Something very strange is happening. Used car supply is at historic lows, yet we *just* experienced the largest monthly decline in used car prices on record. But that doesn’t make sense — If supply is so low, prices should stay high… right? Wrong. It seems like between the… — Car Dealership Guy (@GuyDealership) July 10, …