NFIB August Small businesses matter! SBO Index FELL 2.5 pts (32 mo below 50 yr Ave) Uncertainty ROSE to 92 (highest since Oct 2020) INFLATION is top issue! Yes INFLATION. Margins compressed -> Lowering Bottom Lines! The mood on Main Street worsened in August, despite
NFIB August: Small Business Softness Read More »
$NVDA $BTC panic and scare -> big fast drop and now back up. (For now) $NVDA triple digit growth and very good earnings. Down to $116 AH. Scaring people out? Now back to $120s and status quo. Options this week null. I’m long both. Did nothing this
Are you noticing a PATTERN? Read More »
NFIB Small Business JULY Inflation is TOP concern. We are in a difficult middle range right now where DEMAND is LOWER so prices need to come down, however, costs are still HIGH so MARGINS severely compressed thus LOWERING bottom lines. Many smaller businesses have begun
NFIB Small Business July Report Read More »
Public DEBT: $35.123T ~$1 trillion in new debt added every 100 days! >$36T likely by EOY Next 12m, + $1.5T interest exp 30% of all govt rev for interest payments & greater than military spending. Money comes from YOU. More taxation, inflation, and monetary destruction.
Public Debt: $35.123 Trillion Read More »
Are markets really forward looking as they are purported to be? IMO we have been in a “stealth” recession with manipulated data to cover it up and appear to “smooth” the FED exacerbated cycles. Manufacturing contraction & labor market are clear signs.
Are markets really forward looking as they are purported to be? Read More »
I can see first rate cuts in September. Why? Several reasons. R-G model challenging to go positive for massive debt to “inflate away” so need to keep rates lower. CPI likely to demonstrate more deceleration. (Even though it isn’t reflective of what’s REALLY going on) “They get their data”
I can see first rate cuts in September. Why? Several reasons. Read More »
Businesses are NOT investing in their capex & new equipment. Since March there has been a change. Lots of uncertainty. Hoping for a stronger 2H. When businesses hold back in 1H but are presented with a STRONGER economy there is a BIG rush in 2H otherwise nill. We will know more
Businesses Are Not Investing in Capex Read More »
Always about EXPECTATIONS vs ACTUAL. Next, small businesses are strapped! Margins compressed and lower bottoms lines so how can earnings broaden? What is next/last to cut? JOBS & employees. UR to head UP? Slowly but then all of a sudden & difficult to stop.
Expectations vs Actual: Small Businesses Are Strapped Read More »
RAISE FEES Causing People To Sell -> Increase Inventory with lower demand -> Higher DOM -> Prices come DOWN Will HIGHER costs & NEW Additional Fees be the catalyst to get RE market moving? https:// finance.yahoo.com/news/south-flo rida-condo-owners-dumping-101000141.html …
A way to INCREASE RE Inventory? Read More »
It’s an Election Year so don’t fall for the rhetoric and biases! Stocks are politically AGNOSTIC. They don’t care whichever party is in power. As you can see, BEAR markets Begin & End on BOTH parties’ time line. Neither is “inherently” GOOD or BAD for markets.
It’s an Election Year so don’t fall for the rhetoric and biases! Read More »
