Computer Equipment Investment hits 1.2% of GDP, more than the dot-com bubble. Hedge funds are rushing to reduce tech exposure

🚨 Computer Equipment Investment hits 1.2% of GDP More than the dot-com bubble. pic.twitter.com/bfLTLL04zt — Hedgeye (@Hedgeye) May 2, 2026 every time 'smart money exits tech' makes a headline, it means they already bought the next thing and need you to sell this one — Peaceful Warrior (@RanjYousif) May 3, 2026 Hedge funds are rushing …

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Janet Yellen warns rate cuts to reduce debt costs can trigger inflation and compares US fiscal position to a banana republic

Turkey and Argentina used rate pressure management to ease fiscal strain but ended up amplifying inflation and currency instability through loss of market confidence. The former US Federal Reserve chair Janet Yellen says lowering rates to reduce debt service costs can lead to inflation getting out of control. She compared the United States today to …

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A surprisingly effective way to reduce stress/anxiety is to limit “micro-stimulation” — constant small hits from phones, notifications, and short-form content

via EricThompsonTech Why YSK: Most people think anxiety comes only from big life problems, but a lot of stress today comes from tiny, constant spikes of stimulation. Your brain never gets a chance to rest because it’s always reacting to: notifications quick videos/reels rapid scrolling random messages constant switching between apps Every tiny spike trains …

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FAA to reduce flight capacity by 10% at 40 major airports; Transportation Secretary announces

BREAKING: FAA announces 10% reduction in airline traffic in 40 markets to maintain safety during ongoing government shutdown – AP — Breaking911 (@Breaking911) November 5, 2025 The U.S. Department of Transportation and Federal Aviation Administration (FAA) have announced a 10% reduction in scheduled air traffic from at least 40 major airport across the United States, …

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How can the UK ever reduce its electricity prices?

via notayesmanseconomics: This morning has brought news that in many ways I consider to be welcome. Scottish wind farms were paid not to produce 37 per cent of their planned output during the first half of this year, as the electricity could not be used locally or moved to where it was needed. ( Financial …

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Defense Department quietly testing new AI systems to reduce reliance on vendors like $PLTR. Maven contract hits $1.3B, but internal pivot underway.

The Defense Department is quietly reshaping its AI strategy. Behind the scenes, officials are testing new systems to reduce reliance on outside vendors like Palantir Technologies. The shift comes despite Palantir’s recent $795 million contract boost for its Maven Smart System, which now totals $1.3 billion through 2029. That expansion was approved in May 2025, …

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UnitedHealth falls after report it secretly paid nursing homes to reduce hospital transfers

CNBC — UnitedHealth shares fell in premarket trading after a Guardian report that the company made secret payments to nursing homes to reduce hospital transfers added to the troubles of the healthcare conglomerate. The alleged action, part of a series of cost-cutting tactics, has saved the company millions, but at times risked residents’ health, the …

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IMF says tariff revenue will reduce U.S. deficit from $2.6 trillion to $2.3 trillion — We need spending cuts, congress. Notice the final paragraph, bond market vigilantes will punish U.S. Treasuries.

The IMF projects the overall U.S. federal deficit will dip to 6.5% of gross domestic product this year, down from 7.3% in 2024 The multinational fund cited increased tariff revenues for the decline The IMF highlighted uncertainty surrounding the rollout of higher tariffs and potential revenue increases The International Monetary Fund forecasts U.S. tariffs will …

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Why the Fed Cannot Reduce Rates to Offset Tariffs

by Martin Armstrong President Donald Trump is urging the Fed to cut interest rates to offset the inflation that will be caused by tariffs. “The Fed would be MUCH better off CUTTING RATES as U.S.Tariffs start to transition (ease!) their way into the economy,” Trump wrote. “Do the right thing. April 2nd is Liberation Day …

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41% of companies worldwide plan to reduce workforces by 2030 due to AI, per CNN.

Artificial intelligence is coming for your job: 41% of employers intend to downsize their workforce as AI automates certain tasks, a World Economic Forum survey showed Wednesday. Out of hundreds of large companies surveyed around the world, 77% also said they were planning to reskill and upskill their existing workers between 2025-2030 to better work …

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Trump acknowledges challenges in cutting grocery prices despite campaign promises to reduce costs.

“President-elect Donald Trump admitted in an interview with Time magazine that it will be difficult for him to reduce consumer prices, contrary to statements he made on the campaign trail this year. Trump told Time in an hourlong interview for its “Person of the Year” feature that his presidency wouldn’t be a failure if he …

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US bond market surges as investors reduce bets on Trump victory

US bond markets are rallying as investors scaled back bets on Donald Trump winning the presidential election. Meanwhile, an ABC News and Ipsos poll gave the Democratic candidate a 49pc to 46pc edge across the nation https://www.telegraph.co.uk/business/2024/11/04/ftse-100-markets-latest-news-uk-budget-us-election/ US bond market surges as investors reduce bets on Trump victoryhttps://t.co/JJqYcMVuNRHmm… Is the fix in? Republican House lawmakers …

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USDA wants to REDUCE focus on chronic disease reduction.”

The USDA Nutrition Guidelines Committee previewed their new guidance today on an internal zoom. A CORE principle is “REDUCING focus on chronic disease reduction.” Committee members are paid by Novo Nordisk, Eli Lilly, Abbott, and Mars. And yes, Dr. Fatima Cody Stanford is a member of this panel which makes the nutrition guidelines for our …

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Employers reduce hours and shift to part-time, avoiding layoffs as the economy slows.

Robert Frick, an economist at Navy Federal Credit Union, mentioned that while employers may not be laying off many workers, they are indeed cutting back through other methods such as reducing hours and shifting workers to part-time as the economy slows. Labor costs have long been a significant issue for employers.They will continue to try …

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An Extinction-Level Threat Is Poised To Dramatically Reduce The Global Population And Most People Have Absolutely No Idea

by Michael We are literally killing ourselves and everything around us, and most people don’t even know that this is happening.  But even if we could get everyone to understand the extinction-level threat that we are facing, would they change their behavior?  The plastic products that we are constantly discarding do not magically disappear.  Instead, …

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How will Europe reduce fiscal deficits amid accelerating deindustrialization and looming pension and healthcare crises in Germany, Italy, and Spain?

Can someone explain how fiscal deficits in Europe will be reduced as we go forward given accelerating deindustrialization and upcoming pensions and healthcare entitlements demographics crisis in Germany, Italy and Spain? pic.twitter.com/ZTpb3ctJbG — Michael A. Arouet (@MichaelAArouet) July 4, 2024 pic.twitter.com/Mpxprzyo1T — Michael A. Arouet (@MichaelAArouet) July 4, 2024

Pentagon Wants to Feed Troops ‘Experimental’ Lab-Grown Meat to ‘Reduce CO2 Footprint’

A Pentagon-funded company is seeking proposals to feed America’s soldiers lab-grown meat in a bid to “reduce the CO2 footprint” at Defense Department outposts. BioMADE, a public-private company that has received more than $500 million in funding from the Defense Department, announced earlier this month that it is seeking proposals to develop “innovations in food …

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‘Plan To Reduce The Number Of White Males In Aviation’: Matt Walsh Reveals Troubling Internal Footage Of FAA Discussion On DEI Agenda

Daily Wire host Matt Walsh posted a thread on X on Wednesday that featured internal footage of Federal Aviation Administration officials “workshopping a plan to reduce the number of white males in aviation.” The footage obtained by Walsh shows a video conference from April 2022 where acting Deputy Chief Operating Officer Angela McCullough argued for …

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Javier Milei flies commercial to reduce spending in Argentina. The video is awesome. Shame on the President of Spain.

New Argentinian President Milei was videotaped flying commercial – on state carrier Aerolineas Argentinas, which he has proposed to privatize turning ownership over to employees. Milei has also issued a decree opening Argentinian aviation up to foreign competition. Any world carrier would be able to fly to the country and also to engage in cabotage, …

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Reduce Birthrates or Pay: The US Is Making It Harder to Have Kids

via Marie Hawthorne: Elon Musk is known for bemoaning the declining birthrate.  He’s doing his part to remedy that situation, having fathered eleven children himself. But, as usual, he’s not fitting in with the other billionaires who are very interested in ways to reduce birthrates. The other billionaires aren’t so keen on babymaking. Most of the billionaire class seems convinced …

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Ramaswamy lays out plan to reduce federal workforce by 75%, gut FBI, ATF, Education Department

If presidential candidate Vivek Ramaswasmy gets elected and ends up leading the nation’s executive branch, he wants to gut it through unprecedented means — including a 75% decrease in government employees and the elimination of at least five agencies. The biotech entrepreneur worth hundreds of millions has never held elected office and only sparingly voted …

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Alarming Decline: China and Japan Drastically Reduce U.S. Debt Holdings

Total holdings of US Treasuries by China are at the lowest level since 2009 👀 pic.twitter.com/UEv2v5SPj3 — Markets & Mayhem (@Mayhem4Markets) November 12, 2023 Japanese investors are selling US corporate debt at a record pace 👀 pic.twitter.com/YxKZqSCuJe — Markets & Mayhem (@Mayhem4Markets) November 12, 2023 Investor actions with U.S. assets are raising alarms. Recent data …

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