sees

Schumer calls Trump’s tariffs dishonest chaos. No counter-policy offered before August 1 rollout.

Chuck Schumer criticized Trump’s August 1 tariff order but did not offer any policy alternative. “All Talk, No Substance”: Schumer torches Trump’s tariffs as August 1 deadline hits https://www.politico.com/news/2025/07/30/trump-tariff-deadline-august-1-00483122 He called the new duties “an experiment in chaos, dishonesty and inflation” https://www.theguardian.com/us-news/live/2025/jul/31/donald-trump-tariffs-trade-canada-palestine-us-politics-live-news-updates Trump’s order levies 40% tariffs on transshipped goods and 10% on goods from …

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Japan is the (potential) black swan no one sees coming, which could derail the current (massive) U.S. stock market mega bubble.

Japan is the (potential) black swan no one sees coming, which could derail the current (massive) U.S. stock market mega bubble. #carrytradeunwind #fireinacrowdedtheatre https://t.co/vvBZJSFdyR — Gordon Johnson (@GordonJohnson19) July 16, 2025 Japan's next 10-year government bond (JGB) auction is scheduled for August 5, 2025, and the next 30-year JGB auction is set for August 7, …

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Deutsche sees sharp drop in S&P 500 earnings ahead, Q2 growth set to turn negative

“Deutsche Bank’s forecast points to a sharp deterioration in S&P 500 earnings growth, with Q2 expected to turn negative and a deeper contraction anticipated later in 2025 if tariffs persist, marking a stark divergence from the more optimistic bottom-up consensus.” – @SoberLook pic.twitter.com/zRShvKWuSp — Kalani o Māui (@MauiBoyMacro) May 8, 2025 “.. We’re seeing pushback …

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Tesla building ‘legion of robots’ to lead $5 trillion AI labor revolution. Morgan Stanley sees 1 billion humanoids by 2050 with Tesla poised to dominate

TESLA OPTIMUS EYED FOR $5 TRILLION ROBOT TAKEOVER Morgan Stanley sees a $5 trillion humanoid robot market by 2050—and Tesla’s Optimus is in prime position. With up to 1 billion robots projected by mid-century, analysts say companies controlling the brains and branding will win big. Elon expects to build 10,000 to 12,000 Optimus units this …

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Humanoid robot boom projected to hit $5 trillion by 2050. Morgan Stanley sees humanoids outpacing global auto industry

Morgan Stanley’s Adam Jonas just introduced the “Global Humanoid Model,” projecting 1 billion humanoid robots and $5 trillion in annual revenue by 2050. They believe the implications for global manufacturing, supply chains, and geopolitics are still under-appreciated. Morgan Stanley sees humanoids eventually eclipsing the global auto industry in size, with final equipment sales reaching nearly …

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Small biz backs Trump tariffs despite rising costs… Main Street sees growth ahead, not panic…

SMALL BIZ LOVES THE PAIN—TRUMP TARIFFS GET A THUMBS-UP FROM MAIN STREET A flash poll of 50,000 small business owners shows they’re not flinching. Nearly 70% believe Trump’s tariffs will strengthen the U.S. economy, and 77% say business will grow in 2025—even as 29% admit costs are rising. ‘ That’s not fear—it’s fuel. Main Street …

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Norway’s Sovereign Wealth Fund Reports Tech-Driven Loss – See’s Great Long Term Success in American Companies

https://www.bloomberg.com/news/videos/2025-04-24/norway-s-sovereign-wealth-fund-reports-tech-driven-loss-video https://www.bloomberg.com/news/articles/2025-04-24/norway-1-7-trillion-wealth-fund-reports-tech-stock-driven-loss?embedded-checkout=true World’s largest sovereign wealth fund reports $40 billion loss in first quarter on tech downturn Norges Bank Investment Management — the largest sovereign wealth fund in the world — on Thursday reported a first-quarter loss of 415 billion kroner ($40 billion), citing weakness in the tech sector. “The quarter has been impacted by …

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Fertility hits all-time low in US. Every state sees declines.

Here’s a crazy idea.. give mothers at least 12 months maternity paid, give fathers six months, tax rebates to families with children until 18 and subsidies for daycare.. There’s no reason for women to have children if they’re gonna be broke the rest of their lives… — Tiffiny Fawcett (@tiffinyfawcett) April 22, 2025 The second …

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China pushes AI to run hospitals full control on horizon. Google AI chief sees end of disease future beyond imagination

🇨🇳CHINA’S PLAN: LET AI RUN HEALTHCARE – WHAT COULD GO WRONG? At this year’s China Medical Development Conference, officials made it clear: AI’s not just a tool – it’s the future doctor, researcher, and hospital CEO. The president of the Chinese Academy of Medical Sciences… https://t.co/aCzDDxPWKX pic.twitter.com/1XF8oufAql — Mario Nawfal (@MarioNawfal) April 21, 2025 🇬🇧 …

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Citi downgrades U.S. equities to neutral. Dimon warns of unprecedented downturn. Bob Michele sees complete deleveraging pressuring treasury prices…

CITI CUTS U.S. EQUITIES TO NEUTRAL, WARNS ON TARIFF IMPACT Citi just downgraded U.S. equities to Neutral from Overweight, flagging recessionary earnings revisions, rich valuations, and trade risks. They now expect global EPS growth of just 4% in 2025—well below consensus—and see… — Wall St Engine (@wallstengine) April 14, 2025 WSJ: “This is different,” Dimon, …

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Financial Times walks back Tesla cash flow bombshell, now sees $500M gap, not $1.4B.

Financial Times has quietly toned down its claim of a $1.4 billion misstatement in Tesla’s cash flow. After speaking with accounting sources, the publication now reports a $500 million discrepancy—a number small enough to be explained by foreign exchange movement, asset write-offs, and other adjustments. Another overhyped financial hit piece against Tesla bites the dust. …

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San Diego sees dramatic drop in migrant crossings as razor wire and troops take effect

NEW ‼️ US Border Patrol is securing San Diego, California San Diego sector acting Chief Patrol agent “You cross illegally here in San Diego sector, you will face consequences” – 6 MILES of new razor wire has just been installed across the San Diego Border– Agents are… pic.twitter.com/Es3cAwwnxr — Wall Street Apes (@WallStreetApes) March 23, …

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Recession looms—GDPNow sees -1.8% drop, S&P 500 risks 30% decline.

TLDR: GDPNow estimates a -1.8% annualized GDP decline for Q1 2025, signaling contraction. Two straight quarters of GDP decline typically indicate a recession. Policy uncertainty, including tariffs and mass-firings, threatens further economic damage. Federal worker layoffs could devastate local economies, real estate, and key industries. Immigration policies may harm agriculture and tourism, worsening economic strain. …

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Stagflation on top of bear market…. Bank of America’s CEO Brian Moynihan sees NO Fed rate cuts in 2025 and 2026 due to the stickiness of inflation and tariffs.

Model me this: Dario expects full reciprocal tariffs to bump CPI to estimated +1.3% pts – about the same negative hit to GDP. Stagflation on top of bear market. So now tell me: Why are markets a buy here? https://t.co/2pRSGdxYRH — Samantha LaDuc (@SamanthaLaDuc) March 19, 2025 Breaking CNBC: Bank of America’s CEO Brian Moynihan …

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BlackRock’s Bitcoin ETF sees $583M outflows

BREAKING: BlackRock’s #Bitcoin ETF experiences massive outflows as investors rush for the exits. Bitcoin ($BTC) ETFs recorded additional withdrawals totaling over $583 million, marking the second-largest outflow in history. As we predicted, Investors are exiting as quickly as… pic.twitter.com/2UXFYAPsWH — Jacob King (@JacobKinge) January 10, 2025

Central banks pulled liquidity, and Apollo sees a 40% chance of rate hikes next year. Commodity prices are surging, with the CRB Index hitting its highest level in 14 years

Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …

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Small Apple Store sees worst holiday sales, Vision Pro flops; Consumer loan defaults at highest since 2012. Credit card debt soars past $1 trillion.

Was at the Apple Store yesterday to get some upgrades before the tariff war increases prices, this was literally the worst holiday sales the store has seen (per employee) Its so bad you can see the 0 demand for the Vision Pro, totally worth the 40X. 2 weeks before xmas lol pic.twitter.com/nhhdizGBQy — The Punisher …

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Germany’s Most Diverse City Sees Massive Increase in Shootings and Stabbings

by Chris Black The funny thing is that most than half of the population of Hamburg-Mitte is made up of ethnic minorities, which presumably means their foodis really, really good. Now, even if this is all just the result of immigration – would you really prefer to not have insanely tasty kebab? Remix: Violent crime …

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DC Sees 36% Increase in Violent Crime (Robberies Up 59%)

by Chris Black A drastic increase in violent crime is a great sign for society. Crime skyrocketing in Washington DC. (And not just in the White House).https://t.co/je23FxrzvG — RAMZPAUL (@ramzpaul) July 24, 2023 You can’t stop “theft.” It’s not even theft. It’s called “reparations.”

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