This is the most fucked up market in history
– AI needs massive amounts of debt -> no problem
– Rates are surging -> no problem
– China does it better & cheaper -> no problem
– Not enough energy -> no problem
– Historic energy crisis -> no problemWhen this house of cards comes… pic.twitter.com/BABwJyk3h3
— Lukas Ekwueme (@ekwufinance) August 20, 2026
Housing is deader than a doornail.
Realtors are to be forced to polish up the resume soon.
You can’t pay the bills with zero income coming in 💀 https://t.co/ho9a1SUwL9
— QE Infinity (@StealthQE4) August 21, 2026
$WMT just lowered guidance for the first time in 6 years as US consumers have maxed out credit cards
— Alessio (@AlessioTMAD) August 20, 2026
Walmart is now down over 9% on the day, but is still up 105% over the last 5 years.
Their biggest risks continues to be valuation risk.
Paying a near 40x P/E multiple for a stock projected to grow earnings at roughly 8-9% over the next few years is not optimal. pic.twitter.com/6R6btB6kez
— Dividendology (@dividendology) August 20, 2026
One big thing is dragging down Americans’ vibes about the economy
Americans’ wages aren’t keeping up with the cost of living, and it’s likely dragging down how they feel about the economy.
The economy is still slowly growing, consumers are still spending, and both unemployment and layoffs are low. However, consumer sentiment, as measured by the University of Michigan’s monthly survey, remains worse than during the COVID period. One big factor could explain why: Inflation has exceeded wage growth for four straight months.
“Consumers’ frustration over the erosion of their purchasing power continues to mount,” Joanne Hsu, University of Michigan’s surveys of consumers director, said.