A hub for independent voices and hard truths
German auto crisis just deepened byu/RobertBartus inEconomyCharts BMW issue profit warning for 2026. They cut expected automotive EBIT margin to only 1 to 3 percent instead of 4 to 6 percent. This mean profit drop over 60 percent in some …
Shrinkflation is the physical act of reducing quantity while keeping the price stable, a tactic widely observed in cereal boxes, detergent bottles, and snack bags where the unit volume is quietly shaved down to avoid triggering consumer sticker shock. Skimpflation …
The general public massively overestimates the profit margins businesses actually make (UK Study) byu/Anen-o-me inLibertarian Socialism feeds on this popular economic illusion. People see all this money coming on, they don’t see the expenses draining it out an assume owners …
This is not a simple “bull vs bear” earnings setup It is a fight between clean-looking unit economics and fragile distribution control The bull case is built on a very tight story Fast margin expansionHigh gross profitabilityRising ARPUStrong cash positionBuyback …
Ricardo @Ric_RTP AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted… Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the …
CME MARGIN HIKE ALERT ON ALL PRECIOUS METALS A Second MARGIN increase in 3 days.Maintenance increasesA 33% increase for gold futuresA 36% increase for silver futuresA 25% increase for platinum futuresA 14% increase for palladium futures This is going into …
Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and …
Keep in mind, the Q3 average gold price was not much different from Q2. I am actually hoping they sell off after a disappointing earnings quarter, only to absolutely explode on Q4 earnings. — Doc (@EmmettBrownMD) October 20, 2025 The …
That earnings report was garbage. Now it’s being exposed. https://t.co/xnDHuxUjwZ — QE Infinity (@StealthQE4) August 21, 2025 They need to hike very soon before this runs away from them. PPI and inflation expectations both lead CPI. Prices paid are still …
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 …
“Japan’s passenger car export prices to the US declined by a cumulative 20% or so in April-June. This implies that, for the time being, the Japanese auto industry is absorbing more than half of the 25 pp additional tariff on …
Salesforce has 76,000 employees, so the fact they’re not cutting 30,000 of them means they are either very bad at managing themselves, or full of shit. Or both. $CRM https://t.co/K4v8ih98UK — Tobias Maximus (@tmaxftw) July 1, 2025 Apparently with AI …
Robinhood is growing fast and burning hotter. The company added 1.2 million funded accounts in Q1 2025, pushing its total to 26.4 million. Assets under custody hit $132 billion. Revenue climbed 34% year over year. But the cost of that …
After months of speculation about what duties will be implemented, we are finally starting to fully see the impact of tariff policies in the government cashflows data. Today the blended rate stands at around ~17.5%. pic.twitter.com/94MZRJOiFj — Bob Elliott (@BobEUnlimited) …
https://twitter.com/AIStockSavvy/status/1923753907928371687 https://twitter.com/PeterSchiff/status/1923795892009586741 https://twitter.com/DonMiami3/status/1923837906096910407 Spoken like a true communist: pic.twitter.com/2DF4Vwu5jl — QE Infinity (@StealthQE4) May 17, 2025 https://twitter.com/MacroEdgeRes/status/1923754278549602594 Trump took aim at Walmart again, this time telling the nation’s largest retailer to stop blaming tariffs for rising prices. The jab came …
I just want to put this Bessent gem here on top of @MacroEdgeRes post since it makes such a good combination to print and frame https://t.co/FEf2aMHE20 pic.twitter.com/VIKqyT3mkd — JustDario 🏊♂️ (@DarioCpx) April 29, 2025 BREAKING: CEOs are telling their investment …
"For all of 2025, [analysts] see profits rising 9.4%, compared with a projection of 12.5% at the beginning of the year."@NKniazhevich pic.twitter.com/bArD2ic1wC — Daily Chartbook (@dailychartbook) April 9, 2025 DELTA CEO: GROWTH HAS ‘LARGELY STALLED’ WITH TRADE UNCERTAINTY || TAKING …
https://twitter.com/nextlevelcharts/status/1903051518271713565
Cullen Roche brings an important point to the table: the stock market’s negative reaction to tariffs is rooted in one major factor—margins. It’s not just about political strategies; it’s about how tariffs directly impact corporate profits. Tariffs are essentially a …
US industries with the highest profit margins byu/ChampionshipUsed9855 inu_ChampionshipUsed9855
25% of $TSLA earnings came from a $1.5b investment? What the heck happened w the rest of their business? — Kolby Smith (@Kolby_Smith) January 30, 2025 $TSLA 7% operating margins but it's not a car company OK MR MARKET LOL …
So public transit is a multi-trillion biz with magnificent margins, yes (that’s essentially what he’s saying)? These people sound like 1990s televangelist pastors asking for $ on TV from minimum wage workers in the rust belt. https://t.co/9HeqGCbezM — Gordon Johnson …
2/2 But the stock is being legally manipulated via weekly call option buying daily, so the “stock price bros” can ignore all that (for now). But that won’t last as the real biz crumbles. 2025E is the “year of the …
Quick history fact: this was 40 years ago. pic.twitter.com/sJ6SPNhfzV — Vawk (@Vawkman) November 5, 2024
S&P 500 2025 earnings and margins are starting to come down. #earnings #sp500 pic.twitter.com/B8YEVDsdpp — Michael J. Kramer (@MichaelMOTTCM) November 1, 2024 Supercore PCE back to 2.9% on a 3-month annualized rate. pic.twitter.com/PTAYPpZgk0 — Michael J. Kramer (@MichaelMOTTCM) October 31, …
TLDR: Tesla’s Q3 revenue hit $25.18B, below expectations, but beat EPS at $0.72 vs. $0.60. Gross margin rose to 19.8%, above the expected 16.8%. Tesla’s stock jumped 11% after hours due to the earnings beat and positive outlook. Tesla confirmed …
By Tsvetana Paraskova Slumping refining margins amid tepid fuel demand in China have already claimed victims among the refineries in the Shandong province, where two plants operated by chemicals giant Sinochem were declared bankrupt in recent days. Zhenghe Group Co …
Revenue Declined Y/Y Price to sales ratio: 12.43x Negative margins for 5 years straight 40.25% of their revenue comes from Data centers Yet, net revenue is down since 2022. Flat since 2021 60B market cap 1B in Revenue Negative cash …
US drug shortages reach record high with 323 meds now in short supply. “There are myriad reasons for the hundreds of drug shortages now facing doctors and patients, many of which remain unclear. But, as Ars has reported before, the root …
"This is the biggest lead NBC has ever had in 16 polls for Donald Trump over Joe Biden." pic.twitter.com/QPZF9koFbr — MAGA War Room (@MAGAIncWarRoom) February 4, 2024 our DEMOCRAT LEADERS never want us to TAKE RESPONSIBILITY for ourselves… they DEFLECT, …