TJames
@TimJames110
Full-time Investor and market follower. Retired commercial banker. Truth seeker. Not investment advice. Don’t be a jerk.
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In case ya missed it: The overall Producer Price Index Final Demand rose to +6.0% annualized... which included big spike in the services PPI bringing that segment up to +9.3% annualized... with “core” goods PPI is at +5.2% annualized. Just thought I'd mention it ;-)
🚨 Billionaire investor Ron Baron explains the silent math destroying your wealth. Your money loses 4 to 5% of its purchasing power every single year. The economy grinds higher at roughly 2%. That is a relentless 7% headwind against you, annually. What that really means. Prices…
Interesting
As a former Special Forces Warrant Officer with multiple rotations running counterinsurgency ops—both hunting insurgents and trying to separate them from sympathetic populations—I’ve seen organized resistance up close. From Anbar to Helmand, the pattern is familiar: spotters,…
Fun to watch an offense that calls plays to get receivers open and a quarterback that can deliver on time and on target.
78% of Somalian immigrants who have been in the United States for more than 10 years are on welfare. 78%. Why do we let people into the country just so that they can take taxpayer money from hard-working Americans—for life? Who came up with this idea?
Wild because welfare for Somalians in Minnesota is already very generous
An articulate overview of the government shutdown. Worth two minutes.
What we die from vs what we hear in the news. Terrorism and homicides account for less than 1% of deaths, but for more than half of all media stories about death in the US — whether in the New York Times, the Washington Post, or Fox News.
Great graphic on who provides what in the construction of a data center.
The government wouldn't shut down with Warren Buffett in charge. His classic idea to make sure lawmakers worked to keep their jobs:
“I believe that last week was sort of a sell the news event because the Fed is sort of dragging its feet,” says Morgan Stanley’s Mike Wilson. cnbc.com/video/2025/09/…
cnbc.com
Morgan Stanley CIO Mike Wilson: The early-cycle rolling recovery has begun
Mike Wilson, Morgan Stanley CIO and chief U.S. equity strategist, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's interest rate decision, and more.
Cost of living in America 2021 vs 2025 Monthly Household Expenses: 2021 Mortgage (incl. taxes/insurance): $1,682 Childcare (2 kids): $1,600 Two used cars: $800 ($400 each) Gas: $180 Student debt (1 person): $300 Power: $149 Food: $650 Phone bill: $137 Health insurance: $400…
Musk is going scorched earth on Trump
It took a massive stock market bubble to bring about a small budget surplus
Stagflation
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