John Murphy
30.9K posts
John Murphy
@DadWasRight91
America First. Borders. Language. Culture. South Carolina. Real Estate. Retweets are not Endorsements. Opinions are my own.
Greenville, SC Beigetreten Mayıs 2020
3.1K Folgt2.2K Follower
@Alpha9Mindset @EricLDaugh Rates should be raised by 50 basis points.
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For Wall Street traders betting on a May rate cut, 178,000 is a total nightmare. Strong employment coupled with oil surging to $112 has vaporized any hope of cooling inflation. The Fed now has zero excuse to pivot and might even be forced to hike again to offset the 'war premium.' Experts are in shambles because they realize 'Higher for Longer' just got a second lease on life. When markets open Monday, they must confront the brutal reality: strong growth, but even more expensive capital.
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🚨 BREAKING: The US jobs report just TRIPLED EXPECTATIONS, adding +178,000 when +59,000 were expected for March
CNBC: "This is a BIG NUMBER!" 🔥
Experts in SHAMBLES 🇺🇸
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@shawnpisteySC @EricLDaugh This is hilarious! I love how Trump cooks the books.
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@EricLDaugh Fantastic news it really eclipsed the expectations.
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John Murphy retweetet
Nike wiped out $200B+ in market cap since November 2021. And the chart actually understates how bad it is.
This company made one bet that destroyed everything: the direct-to-consumer pivot. During COVID, Nike's online sales surged, and management convinced themselves the stay-at-home economy was permanent. They pulled product from Foot Locker, Dick's, and thousands of wholesale partners to push buyers through Nike.com and Nike stores.
That ceded physical shelf space to On Running, Hoka, New Balance, and every competitor happy to fill the void. By the time Nike brought Elliott Hill in as CEO, customers had already moved on.
The China numbers are staggering. Seven straight quarters of declining revenue. Greater China sales dropped 17% last quarter. Next quarter Nike expects a 20% plunge. Meanwhile Lululemon is posting double-digit growth in the same market. Anta and Li-Ning are eating Nike's share from below. Nike's China revenue contribution fell from 18.6% in 2021 to 14.2% in 2025.
Yesterday Goldman Sachs, JPMorgan, and Bank of America all downgraded the stock on the same day. Net income fell 35% year over year. Gross margin has declined for seven consecutive quarters. And the stock still trades at 38x forward earnings, a premium over the S&P 500 average of 22x.
This is what a slow-motion brand collapse looks like with a luxury multiple attached to it. The turnaround keeps getting pushed further out. Management promised growth by early 2027. Wall Street priced that in. Now it's late 2027 at best.
The scariest part: Nike is still the #1 sportswear company by market cap. If this is what #1 looks like, the rest of the industry is running a different race entirely.
Ian Jakovan Dunlap@_masterinvestor
We are watching major American brands die slowly
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John Murphy retweetet
@shazcodes $85k month house payment? How do I get a job like this?
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Just got off a call with a friend who got laid off from Oracle yesterday.
His package was 48 LPA. Principal Software Engineer. 14 years at Oracle.
He shifted his aging parents to live with him in Bangalore last year. Took a bigger house on rent. 85k per month.
Two weeks ago, his VP gave him a spot bonus for exceptional leadership.
Yesterday morning. No call. No warning. Just an automated HR email.
He has two kids. One in college. One preparing for JEE next year.
He didn't cry. He just sat silent for 5 minutes. Then said What do I tell my father?
14 years of loyalty. 48 LPA to zero in one email.
And they still put People First in their job postings.
Hypocrites.
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John Murphy retweetet
@unlimited_ls LAWS WRITTEN BY WHITE MEN FOR WHITE MEN CANNOT BE COMPREHENDED BY BROWNS & BLACKS — A JURY OF YOUR “PEERS”
THIS WILL KEEP HAPPENING IN EVERY MAJOR CITY IN THE UNITED STATES.
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John Murphy retweetet
John Adams and many early great thinkers have said that US juries functioned effectively precisely because jurors shared a "common set of beliefs and experiences" with each other and the litigants.
This jury decision is the result of a rather large minority of Americans who do not share commonality with other Americans in any way, shape or form.
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John Murphy retweetet
@unlimited_ls Jury trials don't work in U.S. multi-ethnic hellholes because only one ethnicity in America is remotely capable of impartiality and fairness.
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🚨NEW: Trial for the murder of NYPD hero Jonathan Diller erupts into chaos after one jury said they couldn't reach a unanimous verdict; FOUND NOT GUILTY OF MURDER
Guy Rivera, 34, was waiting for his verdict when a juror suddenly spoke up, saying the decision read in court was not unanimous
When the foreman first announced an acquittal on the top charge, the fallen officer’s family broke down in the courtroom
The jury later returned and confirmed Rivera was not guilty of first-degree murder
He was found guilty on lesser charges, including aggravated manslaughter, attempted murder, and weapon possession
Rivera was on trial for the fatal shooting of an NYPD officer during a traffic stop in Far Rockaway on March 25, 2024
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@unlimited_ls We are going to need guys in prison to take care of these problems. There is a permanent and eternal solution.
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@AnnCoulter What’s wrong if they hit a nuke? They might use it on Israel. Good.
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Isn't this obvious to everyone???
<<[Iran] was not even close to posing an imminent nuclear threat to its neighbors or the United States. Alas, in pummeling Iran inconclusively, Trump has likely heightened the nuclear threat that it will pose in future as the country’s leaders conclude that it must follow North Korea’s path.>>
-- fantastic article in the Spectator by Jacob Heilbum.
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John Murphy retweetet
>indians get into management positions
>immediately fire everyone on staff who is American
>hire literally sub 60 IQ family members
>pay them double the salary
Every sector. Every industry. It’s all being looted. Our country is under attack and our politicians are getting paid.
New York Post@nypost
Outrage as Oracle makes thousands of foreign-worker requests amid layoff bloodbath trib.al/kDXVooU
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@ggreenwald I think we are learning why the Ayatollah’s have called America The Great Satan.
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If you think the people who say these things are the "good guys" in any sense of the term, then you are are either an amoral sociopath or drowning in jingoistic propaganda so deep that your brain perished in it long ago.
Clash Report@clashreport
Senator Graham is now talking about destroying stuff that allows Iran “to function as a nation.”
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Exactly one year ago today, Austin Metcalf was murdered in broad daylight.
The man responsible is now sitting at home on house arrest - enjoying freedom and time with his family.
He admitted to the act, saying: “I’m not alleged. I did it.”
He spent just 12 days in jail.
His bond was reduced.
Over half a million dollars was raised.
He was allowed to graduate.
And he is allegedly now attending college.
And somehow, this is what justice looks like?
This is a complete dishonor to the real victim - Austin Metcalf.
As Charlie Kirk said:
“Imagine believing that murderers deserve condolences, not their victims. The divide in America is between anyone with a grip on reality, and the clinically insane.” Those who support the killer are exactly that: clinically insane.
Austin deserved better. And we are not going to let his name be forgotten.
We will be watching.
We will be speaking.
And we will demand justice at trial.
Today, we remember Austin Metcalf.
We pray for his grieving family.
Do not give attention to the killer.
Do not amplify his name.
Say Austin’s name.
A life taken too soon - by a culture that believes accountability will never come.
We’re going to change that.
FOR AUSTIN.
RIP AUSTIN METCALF
Born: July 31, 2007
Gone, but never forgotten: April 2, 2025
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@barnes_law @joekent16jan19 Gotta join Iran and start bombing Israel.
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Every time Israel gets a hint at who might mediate out a solution in the #IranWar they assassinate him, and usually his family too. @joekent16jan19 is right -- until Trump straight-jackets Bibi, there's no escaping the asylum of the #IranWar
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John Murphy retweetet
These data centers that we are building by the thousands require...
- hundreds of billions of dollars
- more energy than you can possibly imagine
- immense amounts of farmland
- infinite fresh ground water
AND THEY WILL NOT IMPROVE YOUR LIFE IN ANY TANGIBLE WAY
Wall Street Apes@WallStreetApes
This is the noise coming from the Hyperscale Data Center in Dowagiac, Michigan Residents who live near by say they can no longer open the windows in their homes because of the noise and are very worried about their property values The Data Center is planning to expand
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John Murphy retweetet
I've been reporting this stuff for weeks and I get all the OSINTBro losers telling me it's old or fake. They're not old or fake. The US and Israel just love to lie.
Steve Hanke@steve_hanke
Thanks to Israel’s tight censorship, you would hardly know that the Iranians are giving it a pretty good pounding. Tonight, videos escaped the censors.
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John Murphy retweetet
Oracle is such a terrible, evil, slime company it borders some sort of twisted black comedy skit.
During the beginning of the Trump administration Larry Ellison discussed building some sort of super-AI system and said it would create as much as 100,000 jobs in the United States
Fast forward, March 2026, Oracle lays off 30,000 people. 30,000 people is an absolutely insane number. Oracle sent out at email at 6am to 30,000 people which were selected using some sort "selective process", which was a computer program, or something, I don't know.
You go online and see people who have worked at Oracle for over 30 years being terminated. People who have had great reviews, sacrificed for the company, ... someone there was terminated and began working at Oracle in 1993.
1993 - 2026 and then terminated by a decision from a computer program while the United States economy is already sliding into the pisser, with inflation, housing crisis, government assistance cuts, gas prices raising, and companies creating hiring freezes
Then today it's announced Oracle has put in H1B requests for approx. 3,000 employees from overseas
What a fucking piece of shit fucking company.
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