Independent thinking for complex markets and current events
Notayesmanseconomics just exposed the data and the reality is ugly. GDP contraction of 0.1% in Q1 proves the French economy is stalled while every major indicator screams recession. Energy inflation spiked 16.8% and is effectively cannibalizing household purchasing power. Consumer confidence is rotting at levels not seen since March 2023 because nobody has cash to …
A shocking 2.3% drop in children is accelerating the collapse, pushing doomsday timelines forward by a century. Nearly a million more deaths than births each year. With 30% of the population over 65, the country’s youth shut out from marriage, and a crippling recession, Japan may be the first nation to literally disappear. 🚨🇯🇵 JAPAN …
Are we witnessing ‘peak China’? GDP projections have fallen dramatically over the past ten years.As a reminder, China’s demographics, the key ingredient for potential GDP growth, are way worse than those of the United States. This also explains why debt accumulation has been… pic.twitter.com/6V3qo52RYb — jeroen blokland (@jsblokland) January 4, 2025 BREAKING 🚨: China Chinese …
Microsoft-backed (NASDAQ:MSFT) OpenAI is not expected to earn annual profits until 2029, according to company financial documents obtained by The Information. The documents show annual losses could spike as high as $14B in 2026, the report said. The projections showed the company reaching annual revenue of $100B in 2029. OpenAI also expects to spend about …
If this count is correct then crash is imminent. i.e. before the election. pic.twitter.com/QBl1O5Hpfs — Mac10 (@SuburbanDrone) September 28, 2024 If this is the peak for $NVDA, we could see a pattern like this unfold into December. What are the odds the Department of Justice (DOJ) launches an investigation into Nvidia's round trip financing once …
OUCH! French far-right has strong lead in France's 1st voting round, and could get a majority in Parliament after 2nd round, projections show. The National Rally was projected to get between 33% and 34.2% of the vote. The left-wing New Popular Front coalition was set to get… pic.twitter.com/z3XPOE9DhH — Holger Zschaepitz (@Schuldensuehner) June 30, 2024 …
BREAKING: Nike stock, $NKE, is now down over 17% today after projecting a 10% decline in revenue for the current quarter. Nike now expects 2025 sales to fall mid-single digits, compared to estimates of a 0.9% increase. It also saw traffic in China decline across all channels… pic.twitter.com/k3ALg2s9a0 — The Kobeissi Letter (@KobeissiLetter) June 28, …
And that's assuming:1) No recessions – that will spike gov't spending for 1-2 years (COVID, 2008, etc).2) No tax cuts (Tax Cuts & Jobs Act).3) No new spending bills (Inflation Reduction Act). And, that also assumes 2-3% debt costs, not 5-6%. — Spencer Hakimian (@SpencerHakimian) April 30, 2024 The US national debt reached roughly $34.5 …
via Mike Shedlock What’s the key item that’s wrong in the following table of GDP, inflation, unemployment, and interest rate projections? Where’s a Recession? Has the Fed, the nonpartisan Congressional Budget Office (CBO), or the White House Office of Management & Budget (OMB) ever forecast a recession? The answers are no, no, and no. Yet, …
The latest electoral projections from The New York Times and CBS paint a striking picture, indicating that if the election were held today, former President Trump would likely secure over 300 electoral votes. This is a significant shift from the 2020 election results, showcasing an 8-point swing in favor of Trump. The driving force behind …
by VPee In a surprising turn of events for tech giant Apple Inc., the company’s stock price is poised for a significant downturn in the final quarter of 2023. The just broke it’s 4 days winning streak and the volume is much lower than normal. Numerous indicators, including a decline in projected sales and worrisome economic …