Nvidia Reports on the AI Boom: Global Week Ahead www.zacks.com/stock/news/2...

Elon Musk was right: an immigrant committed election fraud in the US. No wonder he knew about it

So much for the ‘no US consumer inflation’ line.

Scaling Up: How Increasing Inputs Make A.I. More Capable www.zacks.com/commentary/2...

Big-Box U.S. Retailers Report: Global Week Ahead www.zacks.com/stock/news/2...

👏 Ukrainian ground robots carry out over 7,000 missions per month, defence minister says

“If you exclude Healthcare jobs, the U.S. Labor Market has declined for 24 months. Everything is not fine.”

Risk? Equity valuations across regions are now at historical highs GS

The U.S. economy added +130K jobs in January, beating expectations of +65K. Yet, those stronger U.S. job market gains largely came from Health Care and Social Assistance. Absent their gains (+82K and +42K which equals +124K)? Then, the rest of the U.S. economy added a paltry +6K JAN jobs.

Hmmmm

"AI" Splits into Winners & Losers: Global Week Ahead www.zacks.com/stock/news/2...

“AWS has an open cash spigot for AI infrastructure, with Amazon CEO Andy Jassy telling investors the company has been monetizing compute capacity as fast as it brings it online and it plans to double capacity by the end of 2027.” The US tech oligopoly fears AI can destroy their rent-seeking moats.

No comment needed.

Friday's U.S. Jobs Report in Focus: Global Week Ahead www.zacks.com/stock/news/2...

Are you ready? Bitcoin could plunge to $40K: Zacks' John Blank #$IBIT @johnblank100.bsky.social cnb.cx/3MkAcjl

Oh! Go figure. What a surprise.

Kevin Warsh took a job, scant weeks after ‘the boss’ announced he was seeking criminal charges, against his predecessor. Now that is integrity for you!

I will write this. Warsh is better than Hassett. That’s not saying much. How much better remains to be seen.

Hoover is a big grift. You are not invited to join, unless you take the payoffs, and can be ‘trusted’.

“Kevin Warsh serves as the Shepard Family Distinguished Visiting Fellow in Econ at the Hoover Institution and lecturer at Stanford GSB.” Yes he does work for a family office. I don’t mean that politely. Warsh also stays silent when asked. He de facto blessed Munger Jr’s. anti-gerrymander play.

New low in crypto land

“He’s not really a markets guy. Not an economist, a PM, or a strategist. He was briefly an ibanker in the TMT space but Kevin Warsh’s main relevance in these conversations?” “His father in law (Ron Lauder of Estee Lauder fame) has been a persistent megadonor to Trump.”

This is not alarming data. But I have a hard time squaring a tepid -1% annual home price decline with 5%+ U.S. real GDP growth.

Heading past 5% on the US household unemployment rate. When do markets price this? No idea.

There it is. John Roberts is the responsible party. End of story.

Gavin Newsom was informed at the 11th hour that his talk with Fortune at USA House in Davos was canceled. Newsom had been invited to speak at an event sponsored by USA House. But an organizer told his office they opted to not include any U.S. officials in the talk focused on CEOs and biz leaders.

Major Earnings Reports Streaming In: Global Week Ahead www.zacks.com/stock/news/2...

The 1998 paper that introduced Google and PageRank to the world ends with: "Supported by the National Science Foundation under Cooperative Agreement IRI-9411306. Funding also provided by DARPA and NASA." Sergey Brin was on an NSF Graduate Fellowship. Larry Page was a PhD student on the grant. 🧐

Final U.S. Q3 Real GDP Growth at +4.3%. GDPNow for Q4? +5.1% www.zacks.com/commentary/2...

❗️American congressmen have introduced a bill registered in the U.S. House of Representatives that prohibits the Trump administration from spending federal funds on a U.S. invasion of the territory of NATO member states.

Banks and TSM Kickoff Q4 Earnings: Global Week Ahead www.zacks.com/stock/news/2...

GOLDMAN: “.. Consensus estimates show hyperscaler YoY capex growth slowing from 75% in 3Q to 54% in 4Q and to 24% by the end of 2026. We expect AI spending will exceed consensus estimates again this quarter, but agree that a deceleration in the pace of AI capex growth is likely in 2026.”

“.. The US is experiencing a jobless boom. Growth is strong, but there is a ‘hiring recession’ .. “.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.” @byheatherlong.bsky.social

A Final 2025 Payroll Report Sets the Tone: Global Week Ahead www.zacks.com/stock/news/2...

A Look Ahead to 2026: Global Week Ahead www.zacks.com/stock/news/2...

Where Is the Santa Claus Rally? Global Week Ahead www.zacks.com/stock/news/2...

The New York Times investigated 346 people who donated at least $250,000 to Trump and found that more than half of them (197) have received pardons, jobs, government contracts, special treatment, or favors.

Put me in the Chris Waller camp. FRED, excellent analysis skills, FOMC time. All of that? It means internal and external peer respect; getting us to an ability to make effective, and independent, monetary policy.

Will There Be a Recession in 2026? www.zacks.com/stock/news/2...

The U.S. hiring rate is already approaching 2008-09 levels....

The Last Fed Meeting of 2025: Global Week Ahead www.zacks.com/stock/news/2...

🙌 yes

The Distance the S&P500 has gotten, from its 'fair value'? Not a great look. A big downdraft won't go to 'fair value' folks. It will go lower than that...

S&P 500 returns have significantly slowed -- over the past two months.

Gee! Where have we seen this 'national' party funding model? The USA?

A Review of the Major Chip ETF: Zacks DEC 2025 Strategy www.zacks.com/commentary/2...

The smallest county shift to the dems in Tennessee from last year appears to be seven points. The biggest was 20.

Is a 2025 Top In for Tech Stocks? Global Week Ahead www.zacks.com/stock/news/2...

An affordability squeeze? Conagra (CAG) earnings speak up.