Independent thinking for complex markets and current events
President Donald Trump’s so-called “big beautiful bill” ends a $7,500 EV tax credit after Sept. 30. Consumers are acting quickly to claim the tax credit before it disappears, according to analysts and sales data. Consumers are racing to buy electric vehicles before a fast-approaching deadline to claim tax credits worth up to $7,500, according to …
Retail is buying the top. Insiders are selling the future. The S&P 500 is now trading at 3.15x sales, its highest valuation in history. $SPX Video: https://t.co/eJcpxsTX2d pic.twitter.com/cNKndmlmFR — Charlie Bilello (@charliebilello) August 10, 2025 Corporate Insiders are dumping as the stock market hits all-time highs 🚨🚨 pic.twitter.com/BOHwqeItU3 — Barchart (@Barchart) August 10, 2025 🚨US …
Meta CEO Mark Zuckerberg told investors during the company’s Q2 2025 earnings call that smart glasses will be the main way people use AI. That makes those without AI glasses face a “significant cognitive disadvantage.” https://www.businessinsider.com/zuckerberg-meta-ai-glasses-cognitive-disadvantage-q2-2025-7 He added, “I continue to think that glasses are basically going to be the ideal form factor for AI, …
Jaguar Land Rover CEO Adrian Mardell will leave in December 2025 after three years as boss. The company’s new ad campaign dropped the Jaguar logo and showed models, not cars. Many people did not like it. A Jaguar Land Rover spokesperson said, “Adrian Mardell has expressed his desire to retire from JLR after three years …
Moderna plans to cut about 10% of its global workforce by the end of 2025. The move reflects declining Covid vaccine sales and efforts to reduce operating costs by approximately $1.5 billion through 2027. “Given the evolving market dynamics, we are adjusting our footprint to reflect current realities,” Moderna CEO Stéphane Bancel said. https://www.reuters.com/business/world-at-work/moderna-plans-lay-off-10-workforce-cut-costs-2025-07-31 Covid …
Starbucks is closing hundreds of stores while same-store sales continue their slide, signaling deeper issues beyond typical retail woes. The coffee giant’s struggles highlight a shift in consumer habits and increasing competition from local cafes and fast-casual chains. It’s not just about coffee anymore; convenience, pricing, and brand fatigue are taking their toll. Despite efforts …
Trump’s latest tax pitch isn’t new. It’s redundant. On July 22, he floated the idea of eliminating capital gains taxes on home sales. The problem? That tax already doesn’t apply to most sellers. Since 1997, federal law has allowed homeowners to exclude up to $250,000 in gains if single, or $500,000 if married filing jointly. …
Trump made a bold tax pitch during a meeting with the Philippine president. He proposed no federal tax on profits from selling a primary residence. The idea mirrors a bill introduced by Rep. Marjorie Taylor Greene called the No Tax on Home Sales Act. Details are scarce but the effects are clear. Currently, single filers …
Retail sales stall again, mainstream hypes strength that isn’t there. While the mainstream #media was falling all over themselves yesterday to show how "great" the #retailsales number was as a sign of #economic strength, the reality is that retail sales haven't grown since 2022. By the way long, flat periods of retail sales have tended …
The economic data released this morning, July 17, 2025 at 08:30am ET, paints a clear picture: inflation is not accelerating. It’s cooling, and the Fed has breathing room. Import prices rose just 0.1% month-over-month in June, with the year-over-year rate at -0.2%. That’s deflationary. Export prices jumped 0.5% MoM and 2.8% YoY, but that’s external-facing. …
The pizza business is a great way to measure the real economy because it shows us what real people can afford and cannot afford or are choosing to spend their money on right now. And it’s a huge indicator of where the economy is headed. Pizza sales across the board both takeout and delivery and …
Sales crash 12% as condo market sees 80% more sellers than buyers. BREAKING: The median US condo sale price declined -2.2% YoY in May, to $354,100, marking the second-largest decrease since at least 2012. The only time condo prices dropped by a larger amount was in April 2023, by -2.9%. Meanwhile, condo sales plunged -11.9% …
Market runs on manufactured momentum and ticking clock… $VIX puts are being bought just before $SPY ramps like what's shown below to suppress vol further and cause an automatic rise in equity prices. This also happened yesterday and Monday. They didn't need to do this last week as the momentum trade was on its own. …
Amazon’s extended Prime Day event is off to a slower-than-expected start. According to Momentum Commerce, which tracks over $7 billion in Amazon retail activity, sales on July 8 fell 41% compared to the first day of Prime Day 2024. The drop comes despite Amazon doubling the length of the event from two days to four, …
Home sales in California are down 37% from their pandemic peak. And by 25% from the long-term average. Indicating a massive homebuyer strike underway in California right now. This homebuyer strike is starting to increase inventory. And values are now even dropping in many California counties. This is a situation to monitor in the 2nd …
Many homebuyers, investors, and realtors are now wondering – will these Fed Rate Cuts stimulate the housing market? And cause more homebuyers to come back to the market? In this video, Reventure Consulting analyzes the data on home price affordability and finds that the U.S. Housing Market is a long way off from being affordable …
The Tea Act of 1773, enacted by the British Parliament, aimed to address the financial struggles of the East India Company by allowing it to sell its surplus tea directly to the American colonies at a reduced price, bypassing middlemen. The act was not primarily designed to impose a new 2% tax but rather to …
Tesla just flipped the switch in Europe. After five straight months of bleeding market share, June came in hot. The Model Y is back in volume, and the numbers are loud. UK registrations jumped 224% month over month. Spain tripled. In the Netherlands, Tesla didn’t just top EVs. It became the best-selling brand across all …
The housing market is not just cooling. It is cracking. The latest data from May 2025 shows existing home sales running at an annualized pace of 4.03 million units. That is the weakest May since 2009. It is also the second-worst May on record. Sales have now declined year over year for four straight months. …
by confoundedinterest17 New home sales are going down. New home sales plunged in May, the biggest MoM drop since June 2022. The median sales price increased 3% from a year ago to $426,600 last month, marking the first year-over-year price gain in 2025. The plunge in new home sales came as mortgage rates ticked back higher. …
US home sales continue to slow down byu/RobertBartus inEconomyCharts
Forget the daily market chatter about flashy tech or quick trades. If you want the real pulse of the American economy, look no further than where people actually live: the housing market. Right now, that vital sector, for some of its biggest players, is signaling real trouble, not just a passing chill. Is it bad …
Core Retail Sales (Month-over-Month) Actual: -0.3% Forecast: 0.2% Previous: 0.0% Export Price Index (Year-over-Year) Actual: 1.7% Forecast: Not available Previous: 1.9% Export Price Index (Month-over-Month) Actual: -0.9% Forecast: -0.1% Previous: 0.1% Import Price Index (Month-over-Month) Actual: 0.0% Forecast: -0.2% Previous: 0.1% Import Price Index (Year-over-Year) Actual: 0.2% Forecast: 0.1% Previous: 0.1% Retail Control (Month-over-Month) Actual: …
1) In April 2025, home values in California sank -0.42% on a monthly basis, which was the 4th biggest decline in the U.S. It was the 4th straight month where values declined. pic.twitter.com/7AJOCLS3jM — Nick Gerli (@nickgerli1) June 10, 2025 3) The state now has over 73,000 listings on the market, which is the highest …
Who is READY to drive 100% EV cars in 10 years. Liberals regulations mandate ZERO gas power vehicles sold in Canada by 2035. MANDATES ARE FUN… pic.twitter.com/AHMPMq8qGI — Marc Nixon (@MarcNixon24) June 10, 2025 Canada is moving full speed ahead with its electric vehicle mandate, setting the stage for a future where gas-powered cars are …
New data from the National Association of Realtors show a significant decline in pending sale contracts on the U.S. Housing Market. This is the biggest drop since 2022, and a signal that the U.S. Housing Market correction is gaining steam.
4 companies control almost the entire US crop seed market 2 companies, Bayer and Corteva alone account for over half of corn seed sold American farmer shows “this one box of corn seed cost me $17,000” This is what happens when farming is monopolized by mega corporations pic.twitter.com/dAMy9aXvC1 — Wall Street Apes (@WallStreetApes) May 29, …
$NVDA NEWS: EPS confusion NVIDIA Q1 2026: Adj. EPS $0.81 MISSES $0.88 BUT Nvidia came up with their own NEW adjusted earnings $0.96 (excl. $4.5B-$5.5B China write-down) beats Confusion from mixed EPS metrics & write-down. #NVIDIA #Earnings More in our report later. pic.twitter.com/7PVZKpkuiJ — The Coastal Journal (@1CoastalJournal) May 28, 2025 Nvidia’s revenue from Singapore …
In April 2025, 56,000 home deals collapsed—making it the second-highest April cancellation rate on record, according to Redfin. That’s 1 in 7 pending home sales gone. What’s driving this sudden spike in cancellations? Economic fear. Sky-high mortgage rates. Sticker shock. And way too much inventory in places like Florida and Texas.
