Nvidia reports nearly $32B in profit while inventory piles up, AR jumps, and cash flow lags at $24B. A blockbuster quarter masks sliding margins, recycled financing between tech giants

Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴‍☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and …

READ MORE

US freight shipments are sliding fast

The economy breaks to 2 basic industries; MAKERS and TAKERS Do not underestimate the transportation industry as a key economic indicator — The Sagami Letter | Tony Sagami (@anthonysagami) August 20, 2025

WSJ – Europe’s biggest economy is sliding into stagnation, and a weakening political system is struggling to find an answer.

https://www.wsj.com/world/europe/germany-is-losing-its-mojo-finding-it-again-wont-be-easy-c4b46761 Germany Is Losing Its Mojo. Finding It Again Won’t Be Easy. BERLIN—Two decades ago, Germany revived its moribund economy and became a manufacturing powerhouse of an era of globalization. Times changed. Germany didn’t keep up. Now Europe’s biggest economy …

READ MORE

Sliding Commercial and Industrial Loans and the Bank Term Funding Program: How the Fed’s Two-Tiered System is Distorting Idiosyncratic Risk in the Market and Setting Us on a Risky Path Towards Moral Hazard.

by Dismal-Jellyfish Reminder, while banks have the liquidity fairy, ‘we’ get the promise of 2 more rate hikes this year, Atlanta Fed President Raphael Bostic yet again enrichens himself inappropriately from his position. What I want to talk about tonight is something new–Commercial …

READ MORE

Dead bodies sliding down Everest

This is the climb to Mount Everest. Just past the base Camp. Notice people are not wearing oxygen cylinders yet. And yes dead bodies sliding down. Morbid. pic.twitter.com/IqpBQIIrKH — Vaibhavi Limaye (@LimayeVaibhavi) June 4, 2023 Over 200 dead bodies lay …

READ MORE