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There is sunshine, flowers, and just the right mood. In fact, life doesn't need too grand moments. Many good memories are such ordinary and gentle days💐🧚🏻♀️
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AJ_LabMind
2.2K posts
AJ_LabMind
@AJ_LabMind
From the quiet archipelago to the bustling streets🐚✨ I bring the tranquility of my hometown. Be a woman with depth, elegance and unlimited dreams👸🏼
United States Katılım Aralık 2023
396 Takip Edilen532 Takipçiler
AJ_LabMind retweetledi
AJ_LabMind retweetledi
NEW: Right before the 2020 election, DC District Court Judge Emmet Sullivan halted the Postal Service's plans to shore up mail processing rules to handle massive influx of mail-in ballots. Democratic states and cities sued to stop the USPS guidance; on Sept 27, 2020, Sullivan (Clinton) entered a preliminary injunction on behalf of the Democratic litigants. (A few years later, Sullivan entered a summary judgement along the same lines.)
Today, a DC appellate panel determined Sullivan had no jurisdiction over the matter. Too late to have any impact on the 2020 election...
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AJ_LabMind retweetledi
the " politics of envy", versus the reality that the rich pay the bills
Eric Daugherty@EricLDaugh
🚨 NOW: Ugandan Mayor Zohran Mamdani is sparking backlash after it came out that NYC PLUMMETED $10B+ in tax revenue — and it's about to get WORSE now that he's forcing more millionaires out of the city "New York lost roughly $11B in revenue in ONE SINGLE YEAR. Florida made $21B in net interstate wealth!" 🤯
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AJ_LabMind retweetledi
I have the courage to say what no politician will: If we're going to have property tax relief for any cohort by age it should be for those under age 35
All incentives should be explicitly age gated to EXCLUDE seniors
Saagar Enjeti@esaagar
.@kylascan: Empty nesters own about 28 percent of large homes in the U.S. Millennials with children own about 16 percent.
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AJ_LabMind retweetledi
Remember, even if inflation was near 2%, it's very difficult to get mortgage rates under 5.75% if neutral policy is at 3%
In short: Get used to it unless we see a recession
*Walter Bloomberg@DeItaone
WARSH: MORTGAGES ARE HIGHER THAN THEY HAVE BEEN IN PART BECAUSE INFLATION IS ABOVE FED'S TARGET
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AJ_LabMind retweetledi
The Indian Company known as "IBM" employs ~135,000 people in India and ~43,000 in the US.
The Kobeissi Letter@KobeissiLetter
BREAKING: IBM stock, $IBM, collapses nearly -20% after posting weaker than expected earnings due to “weakness in the software and infrastructure business.” The stock just erased -$55 billion in market cap.
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AJ_LabMind retweetledi
9:00 AM Sunrise is more insane than most people realize. That's 1.5 class periods into school before the sun even rises. 2 hours into most blue collar workdays. That extra hour of daylight (in cold winter when everyone is inside anyway) from 5-6p isn't worth it at all.
Ryan Morse@RyanMorseWx
The U.S. House will vote this week on whether or not to make daylight saving time permanent. Essentially, we would not change the clocks again (no "falling back"). As I've mentioned over the years, below are 3 options and how they would look in Indianapolis, IN: current system, year-round daylight saving time & year-round standard time. Year-round daylight saving time would result in a 9:02 AM sunrise and 6:23 PM sunset on the winter solstice.
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AJ_LabMind retweetledi
⚠️Wall Street is starting to panic over the AI debt bubble:
Hyperscalers have issued $194 billion in debt so far this year across currencies, already accounting for a record ~9% of all US investment-grade (IG) bond supply.
This share has QUADRUPLED since 2022 and has more than DOUBLED over the last year.
Overall, AI-related debt issuance has skyrocketed ~$20 billion, or ~1% of IG supply, in 2024 to ~$240 billion, or ~18% of supply, in just the first half of 2026.
Meanwhile, 5-year credit default swap (CDS) spreads on hyperscalers have surged over +50 basis points since the start of 2025, to ~75 basis points, near the highest since at least 2018.
This is ~20 basis points above the 2022 bear market levels.
Furthermore, hyperscaler gross leverage has DOUBLED from 0.9x to 1.8x in just 2 quarters, now above the entire energy sector's leverage.
As Big Tech issues debt at a record pace to finance AI spending, investors are seeking more protection against rising credit risk exposure.
The AI CAPEX boom is increasingly fueled by debt, and credit markets are starting to push back.
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AJ_LabMind retweetledi
If you’re at the top of this graph it’s really hard to understand what’s going on at the bottom, where the vast majority of Americans are.
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@boriquagato Inflation: "Don't worry, I only took one step back after running a marathon"
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AJ_LabMind retweetledi
i'm not sure if the media has become entirely economically illiterate or just painfully dishonest, but this is simply not a useful way to discuss this.
here's the reality:
this will drop the CPI index to ~332.64. it ended last year at 326.03.
this tiny drop after such large rises barely makes a dent. the aggreate price level is still higher than it was in april and is up 3.5% from a year ago.
RNC Research@RNCResearch
CNBC: “This is our June release for Consumer Price Index...-0.4%, that would be the biggest negative drop we’ve seen since 4/20. Since basically COVID...basically a 6-year low.”
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@LukeGromen You can ignore the numbers for a while... but the numbers won't ignore you😅
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AJ_LabMind retweetledi
"We want to talk right down to earth in a language that everybody here can easily understand."
A thread in two charts.
Warsh and Bessent have two choices:
1. Dovish = Do not blow up the US (& western) fiscal and debt position, or...
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AJ_LabMind retweetledi
The rise and fall of wokeness: DEI commitments in corporate securities disclosures filed with the SEC. To me this seems a trailing indicator; most other measures of wokeness take off well before 2019 and peak in 2020 or 2021. But the shape! That's what a moral fashion looks like.
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AJ_LabMind retweetledi
THE NUMBERS ARE IN. Processed food is dying a slow death and BIG FOOD is crumbling. There's a massive shift happening.
Look how much processed food companies have LOST in value in the last 22 months.
Stock value lost since August 2024:
* Campbell's: DOWN 54.9% (Goldfish, Pepperidge Farm)
* Conagra: DOWN 54.2% (Chef Boyardee, Slim Jim)
* General Mills: DOWN 47.6% (Cheerios, Lucky Charms, Totino's, Pillsbury)
* Kraft Heinz: DOWN 29.6% (Oscar Mayer, Jell-O)
* Lamb Weston: DOWN 25.8% (Frozen fries at McDonald's)
* PepsiCo: DOWN 17.6% (Lay's, Doritos, Cheetos, Quaker)
* Mondelez: DOWN 15.5% (Oreo, Ritz, Chips Ahoy)
* Hershey: DOWN 10.4% (Reese's, Kit Kat, Twizzlers)
People are actively shifting away from ultraprocessed foods.
Real food sales are outpacing ultra-processed sales by 7%.
This is proof that we are changing the food industry.
We have the power in our own hands.
Every time you refuse to buy an ultraprocessed product, you are voting with your dollar and sending a strong message.
Ultraprocessed foods are killing people every day.
This is why we need to keep sharing the truth with everyone we know.
The more people who find out that ultraprocessed food is poisoning them, the better chance we have to save our friends and family.
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@oguzerkan Planting a tree and building AI have something in common. You don't get the shade on day one
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AJ_LabMind retweetledi
Hyperscaler cash flows will collapse to near 0 over the next 12 months.
$MSFT, however, will still generate +$50 billion in FCF.
How can you not be bullish on $MSFT?
zerohedge@zerohedge
Hyperscaler cash flow: 12 month fwd
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AJ_LabMind retweetledi
So far this year, 9 months thru the fiscal year, the US govt has collected $2.475 trillion in corporate and individual income taxes.
They have spent $1.052 trillion so far on interest payments. 3 months to go.
42% of all income taxes collected in 2026, paid for interest on the $39 trillion national debt.
You probably don't own enough gold for what is going to happen within our lifetimes.
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AJ_LabMind retweetledi
The Interest Expense on US Public Debt hit $1.35 trillion over the last 12 months, another record high. If it continues to increase at the current pace it will soon be the largest line item in the Federal budget, surpassing Social Security.
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