Hershel Walker confirmed as Ambassador to the Bahamas. The first Bahama ambassador in 15 years. You couldn't make this sh*t up if you tried.

MOODY’S: Twenty-two states are either in a recession or on the precipice of a downturn. 👀 @axios.com 🇺🇸 www.axios.com/newsletters/...

NAAIM Exposure up a smidge to 84

pretty wild stat.

Here's the consensus as I see it (from the folks on TV). There is a bubble, just a matter of what inning we are in. None see us in the 8th or 9th inning. Everyone of them thinks they will get out before it bursts. They don't say it but they imply it.

Bombshell report from The Information is sparking an AI selloff: Renting out access to Nvidia chips does not appear to be a fantastic money-maker, based on internal docs from Oracle sherwood.news/markets/orac...

This is gettin spicy. $DXY @barchart.com

Shazam - look at that volume

‘Over the last 20 trading sessions, there has been an average of 40 million calls traded a day, by far the largest on record, Goldman Sachs’s trading desk wrote citing data going back to 2010.’ www.bloomberg.com/news/article...

Wired has been really doing a great job of reporting through all of this. Worth the sub

In the first half of 2025, AI-related capital expenditures contributed 1.1% to GDP growth, outpacing the U.S. consumer as an engine of expansion. #EconSky Source: am.jpmorgan.com/us/en/asset-...?

US as investment banker now?

“.. Musk has Tesla shareholders in a Stockholm Syndrome .. Suppose they vote against him, and he leaves .. with his delusions .. “.. Tesla would have to revert to trading closer to its fundamentals, which means slashing the stock price roughly in half ..” @electrek.co electrek.co/2025/09/19/e...

Here is what happened in my town Tedder called UofL and made threats to use assault weapons if the university did not take down posters “mocking Charlie Kirk.”

Well dang - Make Extortion Great Again.

Wowsa - This feels like it is accelerating.

UE claims up at 263k this week. It's been up here a few times in the past 5 yrs and then turned lower, so what happens next seems to be make or break (LHS). Prior expansions, OTOH, never even got as low as this level, which makes it seem irrelevant (RHS)

You’re not imagining that groceries are expensive. CPI food at home +0.58% m/m in August ... largest increase since August 2022. #EconSky

I know my local school district has spent millions on all kinds of "AI scanners" and other tools. Nonetheless, I make sure to tell her I love her every morning in case it is the last time I see her.

I refuse to believe these people are this dumb. Serious question - how do they look their kids in the eye? Is it just "this is the job - everyone does it - no big deal"

Man - It is really hard to stay informed and read the news. Daily deluge of dread

JPM: "We do not think there is a credible threat to [this week's inflation] print that would force the Fed to remain paused in Sept. However, .. if we see a spike .. then it is likely we see inflation acceleration into year-end and into 2026 .. likely to keep the Fed on the sidelines for Oct/Dec .."

The CEO of McDonald's says that we're now living in "a two-tier economy." " If you're upper income earning over $100,000 things are good, stock markets are near all time highs... What we see with middle and lower income consumers is actually a different story."

I know we are used to politicians stretching the truth but this in your face lying is extreme. Make America Honest Again.

This is embarrassing

We get the July JOLTS data tomorrow morning (10 AM ET). 1/ Top of mind - we've had 12 months of stability in hiring, about 9 months of stability in quits. Both are great barometers of the tug of war between weak labor demand growth and weak labor supply growth.

If you shift to easing when inflation is nearly 3% and rising, there are consequences. JP & the FOMC should take note. bobeunlimited.substack.com/p/bailey-sta...

I personally think it is likely that the tariffs are struck down, but no idea how this plays out.

Man - this is a gut punch of a picture

Yowsa / that seems like alot. I mught have to listen to this one

Fintwitter really does keep us informed :)

Exactly

So if the stock price of $INTC falls the federal government will give it money or buy stuff from it to hopefully get the price up? Seems conflicty

96% upside day at 10:30. UVOL/(UVOL+DVOL); Lowry’s definition. Data per wsj.com. See cmtassociation.org/wp-content/u... for explanation. (Link has been updated.) Can also follow @HamzeiAnalytics.

BOOCKVAR: "Bottom line, today’s speech could not be more clear that Powell is ready to cut rates on September 17th and the market is now fully priced for it and for a 2nd one by year end." peterboockvar.substack.com/p/jay-powell...

For tomorrow. 📝 Key Phrases (tells) - “Risk management / price stability prerequisite” → Hawkish - “Further progress / confidence building” → Neutral → Dovish - Explicit nod to “framework recalibration” → Hawkish-for-longer

"Bessent did more than just voice an opinion. He appeared to put Powell in a corner." Smart reading by Nick Timiraos of Scott Bessent's claims he wasn't advocating for cuts last week. www.wsj.com/economy/cent...

What is the problem with Cracker Barrel logo? Taking the old white guy off the logo is woke or something? I am really struggling with the stupid. There is no way these people have mirrors in their house.

* FED'S HAMMACK: Does Not See Imminent Case For Cutting Rates Based On Current Data * We're Missing On Inflation, Need To Stay Laser-Focused * "Biggest Concern Is Inflation Too High, Trending Up" - Economic Theory On One-Time Tariff Impact May Not Hold

Great thread

Fed Minutes Show Majority of FOMC Saw Inflation as Greater Risk

Well this is interesting and something I was not aware of. Thanks Leslie

Lolwut? www.nytimes.com/2025/08/19/t...

The Street's "dispersion engine" is revving hard today. When the tape stalls and the window opens for some sort of pullback, the market in recent years first tries to escape through mechanical rotation. It sometimes works...

Ironically, the biggest beneficiary of improved small business sentiment was the large-cap S&P 500 index.

"There are now more homebuyers over age 70 than under 35," per FORTUNE.

Elon Musk went from promising Tesla unsupervised self-driving to ‘less nag’

Revenue per employee is impressive. 1.55 people needed to make a million in revenue for S&P companies. That is pretty efficient.

Ford’s “Model T moment” may be late, but there are some promising details and plenty to look forward to.