12.7% of credit card balances in the US are now 90+ days delinquent, the highest since 2011. 5.2% of auto loan balances are now 90+ days delinquent, the highest since 2010. bilello.blog/newsletter

JUST IN: 🇺🇸🇹🇼 United States signs trade deal with Taiwan, cutting tariffs to 15%. In return, Taiwan will remove "99%" of trade barriers on US and purchase $84 billion worth of American goods.

Food disinflation remains a ROC (rate of change) bullish consumption factor for The People who need it most

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The Magnificent 7 as a share of U.S. net exposure

BREAKING: January CPI falls to 2.4% (EST. 2.5%, PREV. 2.7%)

David Salem David Salem explains why investing is like building a jigsaw puzzle without the box. One new piece of the puzzle changes the way investors see AI hyperscalers.

With all the interest in metals, the one that doesn’t get talked about much is titanium Titanium, specifically titanium alloys, are mission critical and have huge national security implications Importantly, they are found in commercial and military jet engines, as well as gas

Elon Musk: SpaceX will deliver high-bandwidth connectivity directly from the satellites to the phones "This is a long-term thing. It will allow SpaceX to deliver high-bandwidth connectivity directly from the satellites to phones. But there are hardware changes that need to

Most Americans still don't fully understand that this was intentional. Like the federal government **literally** sued the state of Texas to "demand they remove the buoys and open the border at the Rio Grande" in 2024. Treason. It's simply treason.

Hoverboard inventor Shane Chen designed a two-wheeled electric car concept called SHANE. It has no steering wheel and can turn in place using differential steering.

Spoiler alert. they lie. Ok, get over it. The way you combat it isn’t crying about it online it’s getting your shit together spiritually, physically, and financially. Men, you should be locking the f*** in right now and stop lying to yourself and your family. What we do when no

All 7 members of the Magnificent Seven are now down on the year and underperforming the S&P 500.

This micro robot travels through the body to dissolve clots

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Elon called it a “Supersonic Tsunami.” We’re now seeing it hit SaaS. In this week's video: • Recursive self-improvement is real • Free models are accelerating • CapEx is surging • Bottlenecks are growing • My Turbulence Model is flashing risk This isn’t a normal

Palantir CEO Alex Karp: “I didn’t shift my politics. The political parties shifted their politics.” “…dysfunction, things that never work, socialism, no meritocracy— that’s not progressive. That’s cowardly. “Half my old party knows it. They don’t speak up. It’s bullshit.”

The US govt just announced $145M for apprenticeship-based training in AI, semiconductors, and nuclear energy. This as part of a push to reach 1M active apprentices nationwide. Very powerful signal that AI work is being treated like a skilled trade, not just a white-collar

As my turbulence model is flashing risk is rising from the SaaS panic (youtu.be/6tt09Bn8XJI) you look for signs it is spreading to other assets. Currently, Feb is the worst month for EU banks relative to Eurostoxx since SVB in Mar 2023

🚨 AI Spending Projected To Be a Greater Share of GDP Than Building the Railroads