On earnings calls more are talking about recession than inflation now
by TopFinanceTakes
Last month’s retail sales were the worst in a year, but consumers are supposedly “very strong”
by TopFinanceTakes Goldman Sachs CFO: the bank is seeing early signs of consumer credit deterioration. — unusual_whales (@unusual_whales) January 25, 2023
Data is showing companies who went on hiring sprees also now going on firing sprees. No Apple $AAPL mass layoffs… yet.
by TopFinanceTakes More layoff: Yikes. BofA’s call is about as bearish as I’ve seen on jobs ☠️💀😳 Got bonds?https://t.co/u9Dh9O5H7L — QE Infinity (@StealthQE4) January 25, 2023
This was the worst wealth destruction period seen since….ever…when adjusted for inflation
This was the worst #wealth #destruction period seen since….ever…when adjusted for #inflation. #BearMarket over? pic.twitter.com/eAdzuuJdCN — Lance Roberts (@LanceRoberts) January 26, 2023
China’s households were busy saving up like crazy while the rest of the world was partying post-pandemic…
#China's households were busy saving up like crazy while the rest of the world was partying post-pandemic. Now, with the China's economy opening up, there's a wall of savings ready to be unleashed. #Economy #Inflation #recession pic.twitter.com/gej20DggBx — James Eagle (@JamesEagle17) January 26, 2023
The market is overbought heading into ANOTHER Fed rate hike, while the Fed takes liquidity down to ZERO. Today’s investors are not thinking about what could go wrong, only about what could go right…
by BoatSurfer600 "Earnings don't move the overall market; it's the Federal Reserve Board. Focus on the central banks, and focus on the movement of liquidity. Most people in the market are looking for earnings and conventional measures. It's liquidity that moves markets" — Stanley Druckenmiller — Charlie Munger Fans (@CharlieMunger00) January 26, 2023 https://twitter.com/WifeyAlpha/status/1618615629925470208 Goldman … Read more
Healthcare inflation is about to surge
‘Healthcare inflation is about to surge as wage growth in the sector accelerates.’ https://t.co/gzWRUBBz2e via @SoberLook pic.twitter.com/6MvmsjWNxr — Jesse Felder (@jessefelder) January 24, 2023
Something odd is happening when you Google Search for “Pfizer Project Veritas”
And yet, where is congress on this constant, blatant manipulation? — Jeff Teravainen (@JeffTeravainen) January 26, 2023 Google has already removed this from their search results, but using the Brave browser you can see Pfizer’s Jordon Walker had a LinkedIn account w/ hundreds of connections until fairly recently @JamesOKeefeIII @Project_Veritas pic.twitter.com/AVF8WgRk4j — Chief Nerd (@TheChiefNerd) … Read more
Elon is paying 15% interest on $3 billion unsecured loan…
Elon Musk’s team has held talks with investors about raising up to $3 billion to repay some of the $13 billion in debt tacked onto Twitter Inc. as part of his buyout of the company, people familiar with the matter said. In December, Mr. Musk’s representatives discussed selling up to $3 billion in new Twitter … Read more
WORLD WAR III HAS BEGUN, AND HUNDREDS OF MILLIONS OF PEOPLE WILL DIE
U.S. and Germany to Send Dozens of Tanks to Russia