Justin, CFA
@jwizzzle
Real Estate Professional, Investor, Adventurer, Father
You might like
⚠️US Layoffs are running at CRISIS pace: US companies announced 153,074 job cuts in October, nearly TRIPLING from 2024. It was the WORST October in 22 years. Year-to-date, layoffs have reached 1,099,500, up +65% YoY, nearing GREAT FINANCIAL CRISIS levels. This is a labor…
Fascinating chart highlighting today’s market behavior. Resource availability remains the foundation for innovation and a broader manufacturing revival. While mining companies have performed exceptionally well recently, it’s equally important to note the emerging strength in…
A bullish bet on AI stocks is a bet that these estimates continue to rise.
A MUST-read interview with a high-ranking $MSFT employee on data centers and what is happening right now ( $NVDA/ $AMD, liquid cooling, and HHD): 1. The challenges that $MSFT is having right now are energy and liquid cooling. To improve its goodwill with municipalities, $MSFT is…
The U.S. Now Has: 1. Record $18.6 trillion in household debt 2. Record $13.1 trillion in mortgages 3. Record $1.7 trillion in auto loans 4. Record $1.7 trillion in student loans 5. Record $1.2 trillion in credit card debt Total household debt is now up +60% over the last 10…
‼️US services sector employment is SHRINKING: The ISM Services Employment Index came in at 48.2 points in October, marking the 5th STRAIGHT month of contraction. This is the LONGEST negative streak since the 2020 CRISIS. The labor market is simply in a recession.
Americans are still experiencing sticker-shock when it comes to housing, with mortgage payments about double pre-covid levels. My @Morning_Joe Chart
Everyone focused on Challenger layoff report yesterday and totally missed the hiring plans portion of the story. Hiring plans are really ramping up. h/t @DannyDayan5
This is guys inflation trend. Know listen carefully. To get back to trend prices need to drop from 330 to 270 that's -20% That's Great Depression level. Look on 2008 drop : Almost invisible vs today. That's why you have 1100 days of inversion on 10Y/3M showing you how big…
This is not a timing tool, but it’s very likely that it will revert to the mean in a couple of years. The trade is just too crowded.
Never forget. Netflix sold down -75% because of this.
Nationwide, 24.3% of renter households spend more than half their income on rent; Florida is most rent-burdened state, with > 30% of renters paying > 50% of income toward housing; Nevada and California follow closely behind, both > 27%; South Dakota is at other end of spectrum at…
🚨US job cuts are SKYROCKETING: US firms announced 154,600 job cuts, according to @MacroEdgeRes tracker, the highest monthly count in at least 2 YEARS. This marks a WHOPPING +84% jump from the 84,000 recorded in September. The US labor market is deteriorating FAST.
The Top 1% of U.S. earners now have more wealth than the entire middle class
This chart is damning. The death of true capitalism.
⚠️US consumers are DEFAULTING at a CRISIS pace: Student loan SERIOUS (90+ days) delinquencies EXPLODED to 14.3% in Q3 2025, the highest on record. Auto loan delinquencies rose to 3.0%, the highest since 2010. Credit card delinquencies hit 7.1%, near the highest in 14 YEARS.
I'll be honest, I don't pay much attention to Hindenburg Omen's, and I wasn't even aware there was a "Titanic Syndrome" (which apparently is when w/in 7 days of a new high the number of new 52-week lows exceeds highs), given how infrequently it seems these things pan out, but…
I look at hundreds of charts a day. 📈📊📉 After the bell, I curate the best ones and send them to investors. Subscribe to be one of them 👇 dailychartbook.com
Here is the repost below shown as a chart. Red is the stock market. It’s going straight up. Rate cuts help. Blue is consumer sentiment, it’s going straight down and is near a multi decade low. Inflation (affordability) is driving this measure lower. Rate cuts hurt.
Trump can either have a continuously rising stock market or he can try to win the midterms by focusing on affordability. Unfortunately, he cannot have both.
69.2% of Americans now live paycheck to paycheck. Read that again. 69.2% y’all. PYMNTS’ latest report shows 692 out of every 1,000 U.S. adults are barely keeping up. It was 68% in May👇 And now? 1 in 4 can’t even pay their monthly bills without falling behind. That’s 26.3%…
68% of Americans now live paycheck to paycheck. Read that again. 68% ya'll! PYMNTS’ latest report shows 684 out of every 1,000 U.S. adults are barely keeping up. This also corresponds pretty closely to what an exec at Chime told me - it's just a bit worse... but hey it's…
United States Trends
- 1. #BUNCHITA 1,401 posts
- 2. #SmackDown 45.6K posts
- 3. Tulane 4,325 posts
- 4. Giulia 14.7K posts
- 5. Frankenstein 78.5K posts
- 6. Aaron Gordon 3,991 posts
- 7. Supreme Court 182K posts
- 8. taylor york 7,986 posts
- 9. Russ 13.8K posts
- 10. #TheLastDriveIn 3,842 posts
- 11. Connor Bedard 2,994 posts
- 12. #OPLive 2,251 posts
- 13. #TheFutureIsTeal N/A
- 14. Caleb Wilson 5,787 posts
- 15. Podz 3,045 posts
- 16. Justice Jackson 5,619 posts
- 17. Northwestern 5,049 posts
- 18. Scott Frost N/A
- 19. Tatis 2,094 posts
- 20. Gozyuger 1,527 posts
You might like
-
Rolf Nungesser
@TheNuRolf -
Peter John Nevin
@PJN0007 -
JOEEM05
@joeem05 -
7djay7
@7djay7 -
Deviant Perception
@DeviantPercept -
Risk Immersion
@RiskImmersion -
Davide Colombo
@DavideC42956204 -
Learning Charlie
@CharlieAllievo -
Markus Hollmen
@markushollmen -
Crosswind Capital
@CrosswindCapit1 -
Greg
@GW14041803 -
Mokonziii
@Biiiggmike1212 -
G
@Gerrygt3Gerry -
🌑
@BehnBernake -
bow-and-arrow
@aSILVERSQUEEZE
Something went wrong.
Something went wrong.