kellylpayne

@KobeissiLetter Saw this on Youtube. Talks about this & also about how the Quit Rate/Hires Rate are at recession lows, how low job openings are and how if the labor pool had maintained its 2024 growth trajectory, unemployment would be well over 5%. Interesting stuff. youtube.com/watch?v=HTmlAA…

@KobeissiLetter Good video about when the equal weight S&P outperforms the cap-weighted S&P and talks about the capital rotation occurring - youtu.be/p3krDjL72Ik?si…

The Magnificent 7 stocks are decoupling from the rest of the market: The 100-day correlation between the Magnificent 7 Index and the S&P 500 Equal Weight Index is down to -0.27, the most negative reading since June 2023. This means Big Tech and the average stock in the market are moving in opposite directions. Since 2019, the only other time this correlation was more negative was in Q1 and Q2 2023, when AI euphoria sent tech stocks surging +45% while the S&P 500 rose just +7%. This dynamic has now reversed as the Magnificent 7 have significantly underperformed the average stock over the last 3 months. Magnificent 7 stocks have entered another new era.

@KobeissiLetter Saw this on Youtube. Talks about this & also about how the Quit Rate/Hires Rate are at recession lows, how low job openings are and how if the labor pool had maintained its 2024 growth trajectory, unemployment would be well over 5%. Interesting stuff. youtube.com/watch?v=HTmlAA…

The US labor market needs far fewer jobs to prevent unemployment from rising: The breakeven rate of household employment growth is down to just ~50,000 per month. This is the number of jobs needed to keep the unemployment rate stable. This marks a -75% to -80% decline from ~200,000-250,000 in 2023. The shift has been driven by sharply falling immigration, meaning fewer new workers are entering the labor force each month, reducing the number of jobs the economy needs to create. Meanwhile, in mid-2025, household employment growth was already near or below zero, yet unemployment remained relatively stable. The US job market is undergoing one of its most significant structural shifts in decades.

@Edwheel22 @ontexasfootball @BlakeMunroeOTF @BobbyBurtonOTF @CJVogel_OTF @GHamiltonOTF @JeffHoweOTF @marcusmyers @AmandaMAtwell Isn't Locke a starter, ditto for Poona? And Dickson is the best punter in league.

@ontexasfootball @BlakeMunroeOTF @BobbyBurtonOTF @CJVogel_OTF @GHamiltonOTF @JeffHoweOTF @marcusmyers @AmandaMAtwell Unfortunately, only Barron, Murphy, Roach, and Lil Jordan have somewhat significant roles

The #Longhorns have the most active NFL players (10) in the AFC/NFC Championship games this week. #Texas has at least one player on every team. 🤘

Oh look, George Santos is a victim now...

George Santos was sentenced to over 7 years and ordered to pay $374,000 in restitution to his victims for his crimes Trump commutes his sentence after 3 months and gratuitously adds in that he doesn't have to pay restitution. Not even the MAGA folk can think that is ok...

But the administration said "the cost of tariffs will ultimately be borne by foreign exporters." 55% by US consumers...I wonder how much is being absorbed by US importers - lowering their profit margins and leaving them with less capital to hire, pay employees, and perform R&D and expand... nbcnews.com/business/consu…

If you're not radically right, you're not welcome in the Texas Republican Party...no words apnews.com/article/texas-…

Trump while running for president: “[Project 2025] is seriously extreme … it was conceived by people on the severe right.” Today: “I have a meeting today with Russ Vought, he of PROJECT 2025 Fame, to determine which of the many Democrat Agencies… he recommends to be cut, and whether or not those cuts will be temporary or permanent.” That didn't take long...

Without a funnel, every sale is manual. With one, every sale is momentum. Build systems that scale you—then step back. Don't do more. Do the right things. Strategically.

Friend of mine's new YouTube channel. Subscribe and like if this is your thing... @ClearlyFinance" target="_blank" rel="nofollow noopener">youtube.com/@ClearlyFinance

People don’t buy the first time they hear about you. A funnel earns trust before you ask for the sale. That’s how you win. Systematically..

Think of a funnel like a sales team that works 24/7. It educates, qualifies, and converts—without needing coffee breaks or sick days. Kind of like a perfect employee.

Trump is the ultimate "nuisance" Plaintiff. He files frivolous lawsuits against companies and they pay him small sums (to them) to go away. Examples: YouTube - $24.5M (of which $22 million goes to a fund for a White House ballroom/National Mall project) META - $25M (about $22 million to his “presidential library” fund) ABC/Disney - $15 million donation toward Trump’s presidential library X - $10M Hey, it's cheaper than having the levers of gov't deployed against you...

No funnel = No follow-up. If you're relying on people to “remember you,” you're already forgotten. A good funnel makes sure that never happens.

Most businesses don’t need more traffic. They need a system that converts the traffic they already get. That’s the job of a marketing funnel.

Digital products aren't just for monetization. They’re for positioning. A $29 ebook tells people: “I know what I’m doing.” A $499 course says: “I’ve done it enough to teach it.” One builds trust. The other builds authority.

Most creators want more brand deals. What they need is buyer data. Name. Email. Transaction history. You don’t get that from Instagram. You get that from owning the cart. Sell digital products. Own the pipeline.

Now we gotta worry about hyper-agresssive squirrels...wtf? apnews.com/article/aggres…

The easiest income is not passive. It’s productized. Turn your most-asked question into: 1. A paid PDF 2. A workshop replay 3. A plug-and-play template You already made the content. Now, sell the asset.

@EricLDaugh The narrative only crumbles in MAGA world. Not for the rest of us. Just another lie by the Trump admin to try and save face...wtf would you take her word over the word of the people who were actually involved?

🚨 BREAKING: Another narrative crumbles - Tom Homan DID NOT take the "$50,000" he was "allegedly" offered from FBI agents in 2024 to help them win "government contracts." Karoline Leavitt says it was attempted ENTRAPMENT. "Even Kash Patel's FBI looked into this just to make sure...they found zero evidence of illegal activity or criminal wrongdoing. The White House and President stand by Tom Homan 100 PERCENT." "Mr. Homan did ABSOLUTELY NOTHING wrong." They lied about a great patriot. Again.