A hub for independent voices and signals
Just waiting for capital markets to figure out we are in a recession. https://t.co/5ff9n2IG0N pic.twitter.com/NN5wfno1MN — Edward Dowd (@DowdEdward) February 10, 2026 The market structure is way different than 2002-2008. I suspect the share of passive investing has changed the …
10Y moving higher in hot patch of economic data this morning pic.twitter.com/aaJ7AJh615 — Don Johnson (@DonMiami3) February 2, 2026 US ISM Manufacturing PMI came in at 52.6% vs 48.5% expected. The US economy has entered the expansion phase. — Ted …
by Michael When the economy and the financial system are both greatly shaken at the same time, the consequences can be extremely painful. Most of you still clearly remember what life was like in 2008 and 2009. It was such …
I agree. And if you combine that with the unemployment cycles, bingo! You've unlocked 90% of macro. No one can say they didn't see this recession coming. It is so obvious. It is everywhere. pic.twitter.com/W4T9GC13Tt — Valentin Teruggi (@valentin_macro) January …
“Every time the Unemployment Rate crosses its 36-month moving average from BELOW, a recession sets in.” https://t.co/3rknCG3YUH — Kalani o Māui (@MauiBoyMacro) January 18, 2026 “Private credit investors pull $7bn from Wall Street’s biggest funds” Fewer eyes on this story …
The economy for the bottom 80% has been in recession for 18 years. pic.twitter.com/vuclc5haGe — Darth Powell (@VladTheInflator) January 13, 2026 57% of Americans believe the economy to be undergoing a recession, per Gallup. — unusual_whales (@unusual_whales) January 14, 2026 …
🚨WOW! Fox Business ADMITS we are in RECESSION. pic.twitter.com/nQ1JrcOdJc — Spencer Hakimian (@SpencerHakimian) January 5, 2026 Repo operations at the Fed on the last day of 2025 signal growing stress in the financial system, similar to the setup we saw …
For $3.82, Chipotle is now selling high protein chicken cups, starting next Tuesday. No more indicators, the recession is here. byu/TonyLiberty inFluentInFinance
In today’s market analysis, I’m breaking down the shocking NFP revisions showing 710,000 jobs lost in the US economy over the past 12 months, Tom Lee’s latest 12-month price targets, and what this economic backdrop means for market positioning heading …
The US economy is in a hiring recession byu/RobertBartus inEconomyCharts What kind of jobs are available to someone with a BA in "Communication"? BA in Spanish is nice, if you are ordering in a restaurant. BFA in Dance might get …
🚨 “No risk free path.” Powell just told you the endgame is here. Either inflation silently destroys your savingsOr recession violently destroys jobs The Fed cannot save both.Liquidity already broke the system.There is no escape. Pick your poison. pic.twitter.com/m6RZGK2b03 — …
US trade deficit just hit $52.8B – lowest since June 2020 Down 35% from last year Experts said tariffs would destroy economy Trump, Bessent and Lutnick were right all along Lower imports mean weaker demand which means recession is coming …
BREAKING: U.S. layoffs set to surpass the Great Recession levels, on track to be worst since Great Depression. — Polymarket (@Polymarket) December 7, 2025 US layoffs soar past 1.1M in 2025, highest level since the pandemic November saw 71,321 job …
US leading economic indicators are still deteriorating: The ratio of US leading to coincident economic indicators is down to 0.85, the lowest level since 2008. This ratio has now declined for 4 consecutive years. The Conference Board Leading Economic Index …
Tell me again how this is fine. This 10-day squeeze is among the biggest of the last few years. Source: Bloomberg pic.twitter.com/spGr4YK6rF — Connor Bates (@ConnorJBates_) December 4, 2025 During inflationary paradigms, midterm election years tend to be a time …
Playing out, sadly: RECESSION INTO ALL TIME HIGHS #Employment ADP commentary from Chief Economist Richardson: “Hiring has been choppy of late as employers weather cautious consumers and an uncertain macroeconomic environment. And while November’s slowdown was broad-based, it was led …
TRUMP FED CHAIR ANNOUNCEMENT LIKELY THIS WEEK Sources, including Treasury Secretary Scott Bessent, say Trump has made his Fed Chair pick, with a strong chance of a reveal before Christmas. Trump confirmed on Air Force One that the announcement is …
$SPY is in danger of forming a Head & Shoulders… A 675 rejection would form the right shoulder After that, a 654 break would give us maximum downside to 480s😬😬 pic.twitter.com/mrOgdFMA62 — ThiccTeddy (@ThiccTeddy) November 24, 2025 GROK: Based on …
not sure about that? pic.twitter.com/R1DilijKUf — Michael J. Kramer (@MichaelMOTTCM) November 23, 2025 US TSY SEC BESSENT REMARKS: “Interest rate sensitive sectors are in recession, but I’m confident about 2026 growth.” “Inflation is being driven by services rather than imported …
Comparison: 2020 (COVID crash): ~610 large bankruptcies. 2021: ~400. 2022: ~450. 2023: ~500. 2025 YTD: 655 already. (Reuters) -Large U.S. corporate bankruptcies are on pace to hit their highest level in 15 years, S&P Global data showed on Thursday, underscoring …
“Nick Huber @sweatystartup We’re in a silent recession. What I’m seeing: 1) Real estate struggling bad. None of my friends in this business are growing and many are going through very stressful situations trying to recap debt. 2) Home services …
42 % drop in home sales is enormous. The Chinese consumer has stopped spending. China is the # 2 largest economy in the world. It’s housing market is the largest asset class in the world. US is already in an …
Affordability crisis rattling mom-and-pop shops… “Surging import costs. Mounting payroll and healthcare expenses. A shortage of affordable loans. And a stressed-out workforce. Small businesses are facing mounting pressure from America’s affordability crisis. Doug Scheffel, owner of a family-run ETM Manufacturing …
23 states are now in a recession and 11 more are close to it. The last time this many states entered recession at once was 2008. Back then, unemployment hit 10% and foreclosures doubled within 18 months. byu/TonyLiberty inFluentInFinance 23 …
by Michael Do you remember how bad things were in 2008 and 2009? It was an economic nightmare that shook the entire world, and now it appears that the sequel is upon us. As you will see below, many economic …
Grok: In a November 1 podcast with Julia La Roche, Gary Shilling estimated a 60% chance the U.S. is already in recession. His key arguments include weakening labor markets—rising unemployment claims, slowing hiring, and part-time work for economic reasons—alongside falling …
The most October job cuts in over twenty years. More than October 2008, if you’re keeping score. While that doesn’t mean this is a repeat of 2008, can we all finally admit this is a really serious situation? And as …
They finally figured out that they both have so much trouble at home, that neither can afford a trade/cold/hot war…. Why the sudden reversal on the trade war? Something doesn’t smell right. Weekend futures keep dropping. Tonight’s open will be …
The Fed is ending QT on Dec 1st. If you think wealth inequality in the United States is bad now… wait until QE5. pic.twitter.com/tD6kz7ZuaF — Geiger Capital (@Geiger_Capital) October 29, 2025 HOLY SH**$CMG pic.twitter.com/olsjYrOqA3 — Just a Dude Who Invests …
🚨 2026 RECESSION ODDS UP TO 49% pic.twitter.com/sb2XNapYJW — Micah (@micah_erfan) October 28, 2025 So if we layoff everyone to increase margins this year, who will have money left to buy your products next year? https://t.co/1h0rTviPXw pic.twitter.com/2kAtdSgs2B — Boring_Business (@BoringBiz_) …