Delinquency rates on Office building loans hit 8.11%, the highest in more than a decade 🚨 pic.twitter.com/vd4Wvwl9M7
— Barchart (@Barchart) July 30, 2024
Businesses are warning investors that they are unable to pass on higher costs to consumers.
— g (@antzmrah) July 31, 2024
= Consumers purchasing power is squeezed = Reduced demand = Consumers are becoming price-sensitive
= Shrinking profit margins = lower earnings = lower stock prices and dividends
=…
This is one of the most stunning collapses from an established retailer...
— Triple Net Investor (@TripleNetInvest) July 31, 2024
Big Lots has gone from $70+ a share to $1 and near bankruptcy
Unfortunately, retail is in for a rude awakening
There will be a massive wave of retail companies/restaurants that'll crumble over the next… pic.twitter.com/2zxnHlHayS
Regurgitation of what many times is inherently flawed/biased human created information.
— g (@antzmrah) July 31, 2024
Scraped garbage in without compensating the authors, sometimes inaccurate mangled garbage out.
For anything important, I run info through at least a few of the free ones to make sure and… https://t.co/6Qq5TMMJyI
Wells Fargo Economics:
— Piker (@PikerCapital) July 30, 2024
Business leaders and financial markets have grown perfectly comfortable with the fact that they are conducting business as usual even as the security alarm, the fire alarm and the smoke alarm are all going off around them. pic.twitter.com/IH7gJ2usas
Everyone ready for what's coming in housing? pic.twitter.com/cYtIsuUY0v
— Darth Powell (@VladTheInflator) July 29, 2024
Share of consumers saying jobs are plentiful fell in July to lowest since March 2021 ... pace of deceleration has picked up lately pic.twitter.com/ZNjix49Trv
— Kevin Gordon (@KevRGordon) July 30, 2024
What if I told you that rampant accounting chicanery has inflated mega-cap tech earnings by the largest degree in modern history? And that if you price these companies on a free cash flow basis, they're more expensive than what we saw at the peak of the Dot Com mania?
— Ross Hendricks (@Ross__Hendricks) July 27, 2024
Consider… pic.twitter.com/3JbGyVGLyt
New cycle low for July @KansasCityFed City Manufacturing Index, down to -13 vs. -5 est. & -8 prior … new orders slipped to -21, shipments fell to -18, and workweek fell to -17 … employment deteriorated further as prices paid moved higher pic.twitter.com/82ieYj3BJW
— Liz Ann Sonders (@LizAnnSonders) July 25, 2024
Summary: changes to Treasury's issuance policies have provided similar economic stimulus as a 1% cut in the Fed Funds rate, usurping core functions of monetary policy and blocking the Fed's efforts to restrain inflation and growth.
— Stephen Miran (@SteveMiran) July 23, 2024
/2
— Peter St Onge, Ph.D. (@profstonge) July 22, 2024
The updated version of this chart is always worth reviewing each year.
— Anthony Pompliano 🌪 (@APompliano) July 14, 2024
What caught my attention this time?
The acceleration in cost for hospital services.
Wild. pic.twitter.com/I2oQkfWI3A
— Sal the Agorist (@SallyMayweather) July 8, 2024
$GS on the cost of AI:
— The Transcript (@TheTranscript_) July 10, 2024
"...the cost of utilizing the technology to solve tasks is much higher than existing methods. For example, we’ve found that AI can update historical data in our company models more quickly than doing so manually, but at 6X the cost" pic.twitter.com/SCF8mOi6lJ
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.