A hub for independent voices and signals
The U.S. Treasury is set to auction 2-year, 5-year, and 7-year notes this week, drawing close attention from investors. Recent auctions have produced mixed results, with some maturities struggling to attract strong demand. This round of debt sales will signal …
The House has narrowly passed a sweeping Republican-backed spending bill, marking one of the most significant fiscal moves in recent history. The legislation, championed by President Trump and Speaker Mike Johnson, extends the 2017 tax cuts, injects billions into defense …
These hard data weeks are always one of the best since it gives a broad read on the economy – giving our most timely read on demand, production, housing, and employment. Instead of focusing on the wiggles (which can be …
Big day for the dollar. Tonight is war:– PPI YoY (core inflation proxy)– Retail Sales (real economy pulse)– Powell speaks (narrative control) This isn’t just data — it’s positioning fuel. Liquidity will chase whatever breaks the illusion first. Be sharp. …
Tesla’s Cybertruck inventory has skyrocketed to a new record high of more than 10,000 units. The vehicle program is in crisis. We reported at the beginning of April that Tesla ended the first quarter of 2025 with at least 2,400 …
Exactly!!! Last week, the narrative focused on (X-M), gold adjustments… pure noise compared to the real story! GDP sales were negative, a rare event outside a recession. pic.twitter.com/TPj0Rrhm0i — XC Macro 🧭 (@XavierComelli) May 4, 2025 A picture of the …
They say it is the future. They say it will change everything. But here we are, staring at a company trading at eighty times its sales with no path in sight to justify it. This is not a minor exaggeration. …
pic.twitter.com/NUzf0I3VGX — Darth Powell (@VladTheInflator) May 3, 2025 Florida housing market always the canary in the coal mine https://t.co/G5gtaf0CbQ pic.twitter.com/MxB4PFuxpl — Darth Powell (@VladTheInflator) May 4, 2025
Tesla sales dropping -63% in China Chinese are quietly realizing that it doesn’t make sense to buy essentially a Chinese car (made all in Shanghai) to enrich an owner who supports a hostile US policy Slowly all American brands sales …
Gov. Tate Reeves signed a bill into law Thursday to limit kratom purchases to people 21 and older and outlaw more potent forms of the herbal substance in Mississippi. The law will take effect July 1. House Bill 1077, authored …
by Michael This is a very difficult time for real estate agents and homeowners that are trying to sell their homes. As I have documented below, sales of previously-owned homes in the United States just fell to the lowest level …
https://twitter.com/StealthQE4/status/1915538856834715854 The housing market had its worst March since the global financial crisis, weighed down by high borrowing costs and falling consumer confidence in the economy. Home sales fell to their lowest annual level for March since 2009, dashing hopes …
by Martin Armstrong https://www.armstrongeconomics.com/wp-content/uploads/2024/04/PublicSectorEmployee.Homelessness.mp4 California’s homeless crisis presents the public sector with a valuable political opportunity to expand its resources. The state and cities continually increase spending to combat the homeless epidemic without producing any results. Funding vanishes into the …
TESLA DIDN’T JUST WIN Q1—IT WIPED THE FLOOR WITH THE COMPETITION – 128,100 EVs sold—more than the next 10 brands combined. That’s not a lead, that’s a flex. – Model Y and Model 3 still sitting comfortably at the top. …
Breaking March retail sales +1.4% vs +1.2% Ex autos +.5% vs +.3% exp. Strong numbers. With tariffs coming the market isn’t really reacting. Are consumers front running the tariffs juicing this months number? — QE Infinity (@StealthQE4) April 16, 2025 …
TESLA OUTSOLD THE NEXT 10 EV BRANDS COMBINED IN Q1 2025 Tesla remained far ahead of the competition in Q1 2025, selling 128,100 EVs — more than the next 10 brands combined. The Model Y and Model 3 continued to …
AT WHAT COST Millions of shoppers forced to pay new fee on groceries and goods under April 1 law and they’re not happy about reason Two cities in Southern California now have the highest sales tax in the country after …
Used vehicles sold in the United States rose 16 percent from January to February “…this year’s 16% increase is the largest jump seen in recent years.” -Scott Vanner, Economic Analyst “A total of 1.57 million used vehicles were sold at …
Jeep is owned by a company that reports their earnings in euros. pic.twitter.com/jOFuVdUhTx — James Stephenson (@ICannot_Enough) March 12, 2025 Ya people are saying Elon is using taxpayer money to host Tesla show at WH… pic.twitter.com/zls8WkICsX — TeslaFUDKer 🍁⚡️ 𝕏𝕏𝕏 …
Mortgage payments now make up 40% of the average household income – the highest levels in over 30 years By the classic rule of keeping payments under a third of income, about 70% of Americans today can’t afford a mortgage …
(Bloomberg) — Tesla Inc.’s sales plunged 45% last month across Europe, where rival carmakers saw a surge in electric-vehicle demand. The Elon Musk-led company registered only 9,945 cars in January, down from 18,161 a year ago, according to the European …
by confoundedinterest17 Did Jerome Powell and The Federal Reserve push markets too hard? Sales of existing single-family houses, townhouses, condos, and co-ops that closed in January dropped by 4.9% from December, seasonally adjusted, to an annual rate of 4.08 million sales, according …
Anyone buying this dip? It's only trading at 97x sales. I think it's a steal if you can get it under 100x sales. pic.twitter.com/qOojVBSxwq — Joseph Carlson (@joecarlsonshow) February 19, 2025 Palantir taking a hit after everyone finally realized no …
by Mike Shedlock The GDPnow Nowcast for the first quarter took a dive on February 14. Weather-related utility production lessened the blow. GDPNow data from the Atlanta Fed, chart by Mish There were three significant reports on February 14: Retail …
January saw a sharp pullback in consumer spending, suggesting a potential slowdown in economic growth, according to a Commerce Department report released Friday. Retail sales dropped 0.9% for the month, following an upwardly revised 0.7% gain in December.. Much worse …
by betsharks0 They need to ~10x sales to ever grow into their valuation. But at the current dilution that’s not enough, as share count doubles every 10ys at current pace. Palantir needs to 20x sales over 10ys for an IRR …
Early car sales data for January is starting to arrive from countries across the pond, and they paint an alarming picture for Tesla. Sales are crashing in France, Germany, and the UK—all affluent countries that are key markets for Tesla’s …
Heavy truck sales – a leading indicator of past times – weakest since August 2021 pic.twitter.com/1E4fNfox5A — Don Johnson (@DonMiami3) February 5, 2025
by confoundedinterest17 We are now seeing the aftermath of Biden’s failed, top-down, Soviet-style economic policies (or follicies). And it is grim. Bidenomics is now fully exposed like The Fully Month. Except this is The Full Joe! The GDPNow model estimate …
Existing-home sales rose 2.2% in December to a seasonally adjusted annual rate of 4.24 million, the strongest pace since February 2024 (4.38 million). Sales grew 9.3% from one year ago, the largest year-over-year gain since June 2021 (+23.0%). The median …