Engineer Hawk

Back in 2002, these yields were trending down meaning investors were predicting falling inflation, they were right. Now these yields are trending up meaning investors are predicting rising inflation; let's hope they are wrong this time, but I doubt it.

Roughly 1/4 of its workforce. $MSFT

Nearly eight months into a war that has destabilized the global energy system, the average price of gas during Trump's second term is now more expensive than it was during the Biden era, according to a CNN analysis of AAA data. https://cnn.it/4iExHpf

Makes me wonder if polls and gamblers are underestimating progressives this year…

Musk, the compulsive liar, is yet again caught lying. Even as he confesses, he has so many strawman arguments, wordplays, and virtue signals in it that it isn't entirely clear what he has confessed to or what will prevent him from doing this again. What is clear is he hates western democracies.

The safe haven move into bonds is a function of risk aversion linked to cash flow & debt risk inside the AI ecosystem & not an ebbing of inflation concerns. Another round of fighting in the Middle East will only cause the price of oil, gasoline, diesel & jet fuel to move higher. #Econ #EconSky

‘Then, as now, President Trump was facing the possibility of a “Blue Wave”. In 2018, as now, markets were surfing on the results of a massive cut in corporate taxes that fed into impressive profit growth. And just as in 2018, the Fed is under new management.’ www.bloomberg.com/opinion/news...

"The 26-year-old Tesla driver from San Francisco stopped and cooperated with police, providing dash cam footage CHP said. 'The driver stated the vehicle was being operated in Full Self-Driving (FSD) autonomous mode at the time of the crash,' CHP said..." www.sfchronicle.com/bayarea/arti...

Every American knows who caused this calamity. November will be face the music time for MAGA politicians.

“For the first time in my career, and that’s 50 years of a career, I’m seeing genuine shortages of capital.” -Larry Fink thetranscript.substack.com/p/10-19-2026...

Gold has overtaken the U.S. Dollar as the largest Global Reserve Asset 🚨🚨🚨

And then they both lied. Because scum.

So predictable for Trump’s policies on war, tariff taxes, deficits, immigration, state control of commerce, …

Look at the animation of this puppet. Impressive. #Fed #cpi #inflation #Warsh

This is why the GOP loses big in November. Inflation caused by war, tariffs, and more government debt for wealthy tax cuts.

I don’t care how much the GOP spends on political advertising, inflation remains the number 1 issue and voters know Trump and his GOP puppets in congress caused it.

The ability of U.S. families to stay current on their debts worsened over the past three years, hitting levels not seen since the aftermath of the global financial crisis, the Federal Reserve reported Friday. Find more details: cnb.cx/4idnKPq

The stock market ≠ the economy ✋ www.tker.co/p/the-stock-...

Shiller PE Ratio is telling us something...

In all seriousness, I long for 2024 prices. I can’t be the only one.

BREAKING 🚨: Commercial Real Estate Office Delinquency Rates have soared to their highest level in history, surpassing even the peak of the Global Financial Crisis 👀

This was a choice. A bad choice.

I keep close tabs on my spending as I'm retired. My personal inflation rate is 8.5% this year. This is the worst I have experienced; yes worse than even 2022. I'm sure others are also feeling the burden. Voters who care about inflation won't be voting Republican in November. #inflation #election

Tesla q3 deliveries 2024 463k 2025 497k 2026 486k Stunning growth. How does he do it?

WASHINGTON (AP) - US employers added a disappointing 29,000 jobs in September and the unemployment rate ticked up to 4.2%. @apnews.com

Mortgage demand continues to slide as rates reach a three-year high

CNN: “.. Turns out that one of the things it’s reasonably good at is debunking Trump’s own lies.” @cnn.com www.cnn.com/2026/09/29/p...

> @variety.com variety.com/2026/digital...

JUST IN 🚨: U.S. 30-Year Treasury Yield jumps to highest level in more than 22 years 📈 📈

“I am the house.” @pkrugman.bsky.social substack.com/@paulkrugman...

The ten-year yield blasts thru 5.25% @cnbc.com

Nvidia launches record $150bn share buyback ft.trib.al/FgnxPFG

BASMAJIAN: “.. Inflation usually ends a business cycle because it increases wage pressure and rate hikes drive up interest costs. .. Both higher wages and higher interest expense compress profit margins and that leads to layoffs and a pullback in capex.” @epbresearch.bsky.social

SCHWAB: “.. While we have seen this level of yields before and some say we are just back in the ‘old normal,’ I think what sometimes gets lost in the discourse is the speed with which rates have moved higher ... we haven't seen this kind of 5-year increase in the 10y yield since the '80s.”

Fun fact: The last time the S&P 500 was this close to a record (-0.44%) with fewer of its members above their 200-day moving averages (51.2%)? March 27, 2000, the day after the index put in its dot com bubble closing peak! (-0.24% with just 34.1% of members above the 200-day).

AI is getting cheaper more quickly than any other transformative tech in history. @EpochAIResearch @soberlook thedailyshot.com/sub...

The party of freedom, property rights, and limited government. I realize Trump and his GOP puppets in congress caused this problem, but still.

‘The difference between the CAPE and the forward P/E ratio is the largest on record. Wall Street analysts tend to extrapolate from recent results which explains the rosy outlook and the wide gap between valuations based on projected and historical earnings.’ www.bloomberg.com/opinion/arti...

Those GOP cowardly puppets will never rid themselves of the stench of Trump. It is forever.

It is worth mentioning the Top 10% rule in TX is a racial quota proxy with the claim it helps Hispanic & Black American enrollment but in reality that hasn’t been much help. Instead the biggest impact is helping white enrollment at the expense of Asian Americans. This is why the TX GOP supports it.

Tesla’s active robotaxi fleet in Austin crashes back to 8 vehicles after Cybercab pump

Autonomous trucking company Aurora looks to accelerate toward profitability

1/2 @statestreet.bsky.social's latest data shows institutional investors’ equity allocations stand at 57.4%, the same as the prior high set in Feb '07, months before a cycle top &not long before the '08 Financial Crisis. Moreover, Dot Com era peaks were 58 – 60%, not far from here...

MARKS: “.. you can’t ignore the laws of economics .. .. I don’t think the U.S. can perpetually spend more than it takes in and not expect its creditworthiness to be questioned and its IOUs – its currency and Treasury securities – to be disrespected.” www.oaktreecapital.com/insights/mem...

Let's see, what other streaming services have Ad-Free subscriptions... Netflix, HBOMax, Paramount/Showtime, AppleTV, YouTube, Prime ..... All of which I like better than Disney. Bye Disney.

Cost of diesel for a typical Los Angeles-to-Dallas truckload: $1,430 — up about $600, or 72%, from the day before the Feb. 28 strikes on Iran.” @bloomberg.com ⛽️

Trump could have had lower rates if he hadn’t: 1) started a war 2) added tariffs 3) increased gov debt to fund tax cuts

The obvious question is: why is inflation high? The answer is simple; Trump caused it. He first increased deficit borrowing by cutting taxes on the wealthy, then he increased prices directly with tariffs & government overreach, and lastly he started a war which severely impacted world oil supply.