As of August, ⁦NFIB⁩ small businesses continued to see quality of labor as single most important issue, followed by taxes and inflation

The number of workers on US payrolls will likely be revised down by 911,000, or 0.6%, in the year through March. That’s the largest markdown since at least 2000, and as a percentage of the workforce, is the most since 2009. Final figures are due next year. bloomberg.com/news/articles/…

BREAKING 🚨: U.S. Housing Market 39 of the Top 50 U.S. Metros have seen month-over-month housing price declines for the first time in history 🤯👀

Oh look, 5 out of 4 economists were dead wrong about everything again

In 2025, Florida is projected to have highest annual cost of home insurance at $15,460, followed by Louisiana at $13,397 and Oklahoma at $8,369 per ⁦insurify⁩ and ⁦Quadrant⁩ ⁦Arbor Data Science⁩

Countries are making strategic moves to reduce dependence on geopolitically sensitive materials Some countries are taking actions to preserve their preeminent positions in the global supply landscape. Recent years in particular have seen a trend of African nations imposing

In Bank of America's latest fund manager survey, 57% of respondents said "private equity/private credit" is the most likely source of a systemic credit event, the highest conviction on the source of such a disruption since 2022.

JUST IN - Gerald R. Ford Carrier Strike Group ordered to deploy to the U.S. Southern Command area of responsibility.

The volume of US corporate bonds that've dropped from investment-grade to junk status has grown to $42 billion this year from $6 billion last yr: Barclays. The percentage of IG bonds on watch for downgrade to junk is nearing its highest level in a decade: Barclays, via Bloomberg

Texas...again> $CVX Chevron Picks West Texas for First AI Data Center Power Project Chevron Corp. chose West Texas as the site of its first project to provide natural gas-fired power to a data center, the beginning of a new line of business for the oil giant to capitalize on

Apollo: Looking at annualized month-over-month growth rates shows that 55% of items in the CPI basket are growing faster than 3%

Nice work by John Comiskey featured in WSJ. Big home builders are keeping home prices inflated by offering buyers cheap mortgage rates, but it a lot of those buyers end up underwater from buying overpriced homes. wsj.com/economy/housin…

Annual US corporate bankruptcy filings are on track to be the highest since 2010: S&P data. "Expect more of these 'isolated incidents' to occur, potentially in other sectors like software." spglobal.com/market-intelli…

“You can always refinance later” Or not. Nearly HALF of mortgage refinance applicants were rejected in October!!!

Last month in our conversation with Sam Altman, he predicted that most new datacenters will be powered by natural gas – at least for now. Natural gas has become a crazy story recently, as it's central to both AI and LNG, two huge capex builds with geopolitical implications. We asked

Brilliant article by Michael Green - I don’t think this could have been articulated anyway possibly better. yesigiveafig.com/p/part-1-my-li…

YUT YUT FOR 250 YEARS USMC. Shout out to the boys at FIGHTIN’ I CO 3/6. Fantastic work Merrick Design, Inc..

Coming soon to a country near you…