Vovchik

Shiller PE Ratio hits 2nd highest level of all-time, only slightly behind the Dot Com Bubble 🚨🚨🚨

AI Bubble hits same concentration level that resulted in the bursting of previous bubbles, including the Dot Com 🚨🚨🚨

@nullusfilter @KobeissiLetter I'm agreeing with you. My point is, if you look at any of the metrics, we are well beyond "gong to get"

@arbitraryintel @KobeissiLetter I’m arguing that home prices will have to go down, because there aren’t any qualified buyers

The housing market is running out of buyers: There were an estimated 46.3% more home sellers than buyers in February 2026, the biggest difference since Redfin data began in 2013. This gap has widened sharply from 29.8% a year ago, marking the strongest market for buyers in over a decade. By comparison, there were a record 36.0% more buyers than sellers in November 2022. This comes as the number of active homebuyers fell -2.4% MoM, to ~1.36 million, the lowest since at least 2013. At the same time, the number of sellers declined -0.4% MoM to ~1.99 million, posting a smaller decrease than homebuyers. Further home price cuts are likely coming.

@PINKIAM @robmcguire4372 @CuiBonoLib @MacroEdgeRes Hmm... maybe the /s really is necessary?

@arbitraryintel @robmcguire4372 @CuiBonoLib @MacroEdgeRes And this is also bullshit. His predecessors racist views might stay with him, but with all of them serving, he would be the 🐱 of the bunch. He didn't earn shit. Especially the right to ball his lips up about lives. KKKhristrains are weird af.

Iran is no longer willing to negotiate its nuclear program at all, per Tasnim #MacroEdge

BREAKING 🚨: U.S. Debt U.S. Debt now exceeds 100% of GDP for the first time since World War 2 🤯👀

A growing number of Americans can no longer afford their car loans: A record 42.6% of underwater car buyers turned to an 84-month (7-year) loan to keep monthly payments manageable in Q1 2026. Being underwater means owing more on a car loan than the car is currently worth, resulting in negative equity. Rather than paying off the difference, many buyers roll this gap into their next loan, pushing themselves deeper into debt. This percentage has DOUBLED since 2016 and is on track for its 3rd consecutive annual increase. Buyers with negative equity financed an average of ~$56,000 for a new car in Q1 2026, ~$12,000 more than the average new vehicle buyer. As a result, their average monthly payment rose to $932, the highest on record. In March, car loan default rates jumped to their highest since 2010. Auto-loan distress is surging.

A new USGS assessment estimates that the Appalachian region of the eastern U.S. contains 2.3 million metric tons of undiscovered, economically recoverable lithium. That's enough lithium to replace 328 years of imports! Lithium is essential for batteries that power EVs, energy storage systems, electronics, and military technologies. The U.S. still relies heavily on foreign supply, and this research shows that the Appalachians contain enough lithium to help meet the nation's growing needs. Read more about what this geologic assessment means for U.S. supply: ow.ly/V73e50YRhJg 📸: Lithium in pegmatite, with tantalum (black)

@Pr0blemzSolved @WSJ Damn with such insightful predictive analytics, it's truly indicative of the rot within out country, that you are squandering such insight on these twitter bots. You should be the head of an economics/sociology department in our failing libtard education centers.

@WSJ “Welp, no choice but to throw infinity 70–IQ nіggеrs and browns at the problem,” said our jewish overlords.

More than 40% of the techs who keep America’s planes flying are approaching retirement age. The industry is scrambling to recruit more. on.wsj.com/4mZQ2xS

@13F_Pro @WSJ Ormove their operarions to places with lower COL like Mexico. Probably a much better solution given the already vast amount of technically proficient factory labor. Low skilled workers living south of the border, high skill/mngmt north of the border, like El Paso/Juarez dynamic.

@WSJ Labor shortage in aviation maintenance hits different than pilot shortages. Can't offshore wrench work or automate torque specs. Airlines gonna eat serious cost inflation when these guys retire and rookies demand 2x pay.

@PINKIAM @robmcguire4372 @CuiBonoLib @MacroEdgeRes Didn't you read? his predecessors paid the ultimate price, he is just skating on interest earned. It's on the new poors to pay this current price. His ancestry already purchased his exemption, he is part of the protected class. His viewpoints would make his grandparents proud

@robmcguire4372 @CuiBonoLib @MacroEdgeRes I'm still waiting for you to go.

@steve37945496 @KobeissiLetter I believe the point is being able to pay bills and survive this month. Like all motivations and incentives in the US led capital system everything is viewed through a short term horizon lens. Once I cash out screw the rest is the ethos.

@KobeissiLetter everyone should just quit tech jobs, whats the point of helping these tech giants grow if all they're doing is using you to build things the will replace you, eventually they will just fire everyone and let ai do everything

White collar employment is sharply declining: The number of the S&P 500 employees fell -400,000 in 2025, to 28.1 million, posting its first annual decline since 2016. This follows 8 consecutive years of uninterrupted employment growth, adding over +3.0 million jobs in total. The decline was driven by UPS, $UPS, Oracle, $ORCL, Amazon, $AMZN, Meta, $META, Intel, $INTC, and Microsoft, $MSFT, as corporations raced to cut costs and redirect spending toward AI. In 2026, layoffs are set to continue with Amazon cutting ~16,000 corporate jobs, Meta slashing ~8,000 positions, and Microsoft offering voluntary buyouts to ~8,750 employees. Corporate America is cutting jobs at an accelerating pace.

Food inflation is set to accelerate in the US: Average inflation for food and beverage companies surged +7.9% YoY in March, the biggest jump in at least 12 months. This is up +373 basis points from +4.2% in February. The largest jump was recorded in tomatoes at +102% YoY, vegetables at +90%, and diesel at +88%. This was largely driven by higher fuel costs, meaning the full impact of rising fertilizer and plastics prices has not yet been reflected. Meanwhile, urea prices, the world's most widely used nitrogen fertilizer, have doubled since February, to ~$900 per metric ton, the highest since the 2022. Fertilizer costs are rapidly rising for farmers and will eventually translate into higher wholesale food prices before landing on grocery store shelves. Food inflation is set to accelerate.

@CrudeCO77 @JavierBlas Problem is you see them as "our abundant resources" sounds like commy talk, those resources are in no way yours, they are theirs, the companies belonging to the energy sector. Their responsibity to their shareholders is to use this opportunity to profit as much as possible.

And despite this abundance, our utility bills continue to soar because the corrupt govt has mandated the use of solar and wind, while banning and curtailing natural gas use. Think the economic boom that would come with properly using our abundant resources, rather then padding the pockets of corrupt politicians and their friends

While the rest of the world worries about natural gas supply, top American gas companies are announcing “strategic curtailments” in 2Q because U.S. production is overwhelming demand.

In April, U.S. job growth was revised lower in 40 states and higher in 10 states. Nevada (+2.33%) and Alaska (+0.47%) had the largest bumps. Maryland (-1.82%) and Missouri (-1.99%) had the largest dips. Check the FRED Blog for more discussion bit.ly/3QjYTOC

To gauge how close the world is to energy catastrophe, we gathered a dashboard of indicators. It suggests that grave damage has already been done economist.com/finance-and-ec…

@nullusfilter @KobeissiLetter Going to get? This describes now.

@KobeissiLetter It’s going to get to a point where boomers price point is too high, and the incoming generation literally won’t qualify for the loans needed to buy them at that price. Boomers will have to come down in price

BREAKING: US import prices rose +0.8% MoM in March, the 2nd-largest monthly increase since April 2025. YoY, import prices surged +2.1%, the largest annual increase since December 2024. This comes as imported fuel prices rose +2.9% MoM, while natural gas prices dropped -71.0% MoM, dragging down the headline figure. Excluding food and fuel, core import prices gained +0.6% MoM and +3.5% YoY. Furthermore, the average crude oil price arriving in the US in March jumped +7.8% MoM, compared to a Brent spot price surge of +45.5% over the same period. This suggests most of the oil price shock has yet to filter through to import prices. Meanwhile, export prices surged +5.6% YoY last month, the highest since November 2022. Inflationary pressures are mounting.

Fertilizer soars to highest price in nearly 3 years 📈📈