more important than the slowdown the jobs number predicts is that jobs are tied directly to the passive bid, the incessant force that has been buying stocks regardless of valuation. when that craps out, the mkt will have real problems.
did i mention AAA CRE is also defaulting?
One-third of Arkansas farmers are projected to go bankrupt by next year due to Trump’s tariffs. They’re now begging him for more money just to survive.
In 2024, Arkansas voted Trump over Harris 64% to 33%.
If you voted for Trump, are you happy right now?
- DOGE failed.
- The deficit is going to hit an all time high this year (and next year too).
- Government spending is up +10% Y/Y.
- The economy is in the toilet.
- Inflation is out of control.
- You can’t find a job right…
Zuckerberg: Will invest around $600B by 2028
- Zuckerberg says Meta will invest ~$600B in AI infra by 2028.
- Meta already guided CapEx of $70B in 2025 and ~$100B in 2026.
- To actually reach $600B, spending would need to jump to ~$200B in 2027 and ~$300B in 2028.
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