Independent thinking for complex markets and current events
Revenue beat is real, but leadership claim is forward pricing, not present proof Search growth is steady, not structurally re-accelerating from AI That matters because Search is still the profit core, not AI products Cloud is improving, but still smaller than AWS and Azure in total scale So “AI leadership” is not yet mirrored by …
Nearly 90,000 phantom jobs per month go unexplained. What is happening here? The BLS just said the number of jobs reported for the 9 months ending December 2024 was likely overstated by ~800,000. This comes as the Quarterly Census of Employment and Wages (QCEW) data, covering 97% of employers, showed the US added 607,000 jobs… …
I think most Americans are under the impression the US accounts for the majority of Chinas exports Giving the US negotiating leverage The actual number is 14% It should be no surprise Xi is “very tough and hard to make a deal with” https://t.co/ThuwzXWoAq pic.twitter.com/ERt9EEF6d4 — George Gammon (@GeorgeGammon) June 4, 2025
It cannot be overstated how insane this negotiation strategy is Speed negotiating 6 nations at a time in rotating 1 week cycles until July 8th and then reciprocal tariffs hit if no deal Genuinely only something someone who had a reality TV show would do. Oh. Right. pic.twitter.com/AJgMI4wlXA — BuccoCapital Bloke (@buccocapital) April 25, 2025 …