Notes, thoughts and observations - Compiled weekly
Wages are still going up for some and inflation continues to cool effects are sticky. Companies continue to cut costs and shut down money losing projects
Commercial real estate delinquencies are up but residential still looks OK.
Moody’s cuts United States credit outlook and precious metal are being pitched as a remedy to a calamity that may never materialize.
In the stock market retailers are seeing major drops in market value while shorts pile up on highflyers like TSLA and XOM. Meanwhile private equity that didn’t flee China is now stuck.
Finally, OpenAI is asking Microsoft for more money, Sam Altman stating “Training expenses are just huge.” Simultaneous Disney’s content well is running dry with consumers as “The Marvels” lowest opening for a Disney film in the MCU.'
- Labor Market
- National Debt
- Real Estate
- Currency Risk
- Stock Market
- Digital Media
- AI and ML