Independent thinking for complex markets and current events
Microsoft Copilot rolling out to 743,000 Accenture employeesSounds big, but still inside a slow enterprise monetization story Only ~3% of 450M Microsoft 365 enterprise users pay $30/month for CopilotThat gap is the real issue, not distribution scale Microsoft shares down ~12% this yearOne of its sharpest drawdowns since the 2008 period Market concern is not …
As shown below, the Walmart Recession Signal (WRS) currently warns of a potential recession or at least a significant economic slowdown. I haven’t published the WRS for some time and “Walmart Worries” just keep multiplying. For the details see my latest @ https://t.co/cmZvbGqspf pic.twitter.com/GU4EJg2Hx6 — Jim Paulsen (@jimwpaulsen) March 30, 2026 Walmart recession signal on …
Samuel Tremblett pleaded with a 911 operator to be rescued from his burning Tesla Inc. Model Y SUV after a crash in October: “I can’t get out, please help me.” The transcript of the 20-year-old’s emergency call was included in a filed Wednesday, the latest to allege that a driver or passenger died after they …
The economy looks healthy on paper. GDP is strong, unemployment is low. But beneath the surface, Americans are stuck – in their jobs, their homes and their financial situations. A quiet loss of mobility may be the biggest risk facing us today… By Peter Reagan Strong U.S. economic growth is one of the big recent …
Overall, unemployment is rising across white-collar roles, and fresh college graduates are facing one of the toughest job markets in years. Even Harvard MBA graduates aren’t exempt.Yet the market continues to sit near all-time highs. https://t.co/HR4KSgoP44 — optionGeek (@StockShark16) November 25, 2025 Today’s rally has all the hallmarks of a bearish setup. As I mentioned …
🇸🇰🇷🇺 EU’S UKRAINE FUND HITS A SLAVIC WALL Brussels wants to raid frozen Russian assets – €200 billion worth – and spin the profits into a €140 billion lifeline for Ukraine. Sounds bold. Sounds united. Except it’s not. Slovakia just slammed the brakes. Prime Minister Robert… https://t.co/kukc5QqgGC pic.twitter.com/9PR5KjB6PG — Mario Nawfal (@MarioNawfal) November 9, 2025
Three Chinese astronauts were due to depart the Tiangong space station, reenter the atmosphere, and land in the remote desert of Inner Mongolia on Wednesday. Instead, officials ordered the crew to remain at the station while engineers investigate a potential problem with their landing craft. The China Manned Space Agency, run by the country’s military, …
This is the vicious cycle we are trapped in. It does not matter if it is cars or houses. Interest rates are soaring. Tariffs are hitting everything. The cost of building anything has gone through the roof. Every new house, every new car, every single project feels taxed, priced, or delayed out of reach. All …
Booker’s public blowup isn’t just political theater; it signals a deeper breakdown in Democratic strategy. Fixating on Trump as the singular villain shows a party scrambling to define itself without a clear positive agenda. This obsession blinds them to growing voter fatigue and shifting priorities, especially among suburban and independent voters who want solutions, not …
People are staying unemployed longer and businesses are pulling back. Fed complacency with this? It’s recklessly ignoring a labor market that’s quietly unraveling. First, how can the unemployed population (i.e. continuing claims) rise without a corresponding rise in initial jobless claims? This is a symptom of a cooling labor market, where people struggle to secure …
Cherry growers in Yantai, Shandong, are facing heavy losses this year. Prices for cherries have dropped so drastically that they no longer even cover the cost of fertilizer. In fact, cherries are now cheaper than pork, so farmers would even save more money by feeding them to pigs. Around 50,000 kilograms of cherries remain unsold …
The NASDAQ is getting very overbought now pic.twitter.com/z17pmfybR7 — Markets & Mayhem (@Mayhem4Markets) May 2, 2025 Small caps stuck from breaking out. Not a broad rally. Market breadth as measured by New New Highs across NYSE & Nasdaq markets has been mostly flat. This rally is not “hated”— it is suspect. pic.twitter.com/fd5ctBBur4 — tom 🖍 …
$1M 30yr mortgage at 2.50% (covid time frame) = $3,951/month payment $1M 30yr mortgage at 6.85% (current national average) = $6,553/monthly payment Annualized that is a $31,224 difference. If you took out a mortgage or refi'ed with a mortgage that begins with a 2 percent, why… — Heisenberg (@Mr_Derivatives) April 26, 2025 The cost of …
They don’t handcuff you with chains anymore. They hand you keys to a house, a nice car, a college diploma, a daycare drop-off schedule, and a pile of plastic. It’s called the American dream. But if you look close, the locks are on the inside. Start with the house. Three thousand a month for shelter. …
It’s not a good thing that housing, education, and healthcare are sold at inflated prices. Comparing mortgage rates and healthcare costs to income in the U.S. in the past and doing the same comparison with other countries today, shows a troubling trend. Financial services are often pointless, like insurance for overpriced homes or cars or …
In 2008, the Fed came to the rescue of the Wall Street banks that caused the 2008 crash by transferring $2.7 trillion in toxic-waste Mortgage Backed Securities (MBSs) from the banksters to the public ledgers. Now it can’t offload these MBSs without imploding the housing bubble. Thanks to the Keynesian fraudsters at the Fed turning …
China didn’t just become a global powerhouse by chance. It climbed the economic ladder by studying and replicating what the West built through generations of risk-taking, innovation, and painful trial and error. It offered up a billion people willing to work for a fraction of Western wages, and Wall Street jumped at the chance to …
The supply of many foreign-made goods into the US is likely to grind to a halt as a result of President Trump’s tariffs, sources told The Post Monday. A baseline tariff of 10% was applied to many countries Saturday, with heftier percentages applied to the “worst offenders,” which levy high tariffs on US goods they …
Warren Buffett doesn’t explain himself. He doesn’t need to. His actions speak louder than any earnings call or investor memo. While the market chases hype, Buffett moves with precision, staying true to his long-term strategy even when the world questions him. He unloaded half of his Apple holdings, a company that once made up nearly …
New York Times contributor Rajan Menon wrote in a mid-December op-ed that Trump is unlikely to agree to give Ukraine the security guarantees that Zelensky is demanding in temporary lieu of NATO membership. He’s apparently unaware that Trump will soon inherit the bilateral security agreement that the Biden Administration reached with Ukraine in June. It …
Ukraine’s defense ministry issued a recall of 120mm artillery shells this week, citing defects in a recently delivered batch of rounds. In a statement on Tuesday, the ministry said it was investigating incidents of “abnormal activation” of the shells from the last three weeks. Officials didn’t say exactly how many rounds were affected, but Ukrainian …
The Federal Reserve’s actions during the COVID-19 crisis were extensive and went beyond just purchasing government securities. The Federal Reserve took unprecedented measures to support the economy. By the end of 2020, the Fed had purchased approximately $3.5 trillion in government securities. This was part of a broader effort that included various lending programs and other financial …
https://www.msn.com/en-us/money/personalfinance/ar-AA1pMdyP “She added: “People with hundreds of millions of pounds [are leaving] because changes can be more impactful for them.” Those packing their bags and moving overseas are typically entrepreneurs and private equity executives in the top income bracket, she said. Italy, the United Arab Emirates (UAE) and Switzerland are among the most popular destinations.” …
NASA is working on backup plans to return two astronauts who flew to the International Space Station on the new Boeing Starliner spacecraft, amid concerns over the vehicle’s flight readiness. The trip was supposed to last just eight days — now it could go on as long as eight months, after NASA acknowledged serious problems …
Test pilots Butch Wilmore and Suni Williams were supposed to visit the orbiting lab for about a week and return in mid-June, but thruster failures and helium leaks on Boeing‘s new Starliner capsule prompted Nasa and Boeing to keep them up longer. Nasa’s commercial crew program manager Steve Stich said mission managers were not ready …
The burden of debt on American households has reached staggering levels. As of 2024, U.S. households carry a colossal debt load of 17 trillion dollars. This debt bubble continues to expand, fueled by factors such as rising interest rates and inflation. Let’s delve into some key points: Household Debt Surge: In the last quarter alone, …
Steven and Katherine Wolf missed out on the ultra-low mortgage rates of the pandemic. By the time the couple secured solid jobs and could buy a home, borrowing costs more than doubled. Rather than wait, the former renters jumped into home ownership in fall 2022. They also stretched, buying a Bakersfield home that carried an …
Trigger Warning: Chart of the Day: Citi Surprise Index vs SFR9 My hypothesis is that the US economy has begun to slow due to the long and variable lags of monetary policy finally starting to offset the positive benefits that have come from higher government deficits putting… pic.twitter.com/KP9FXPKLqH — Craig Shapiro (@ces921) May 16, 2024 …
