Engineer Hawk

Nasdaq $QQQ outperforming the S&P 500 $SPY by the largest margin since March 2000 🚨 Probably Fine

PTJ said to buy at the bottom of the Covid crash. One of many times being right. Take his warning seriously.

More pudgy than beefy

The costs of Trump's tariffs are starting to drive higher prices for US consumer goods from cans of soup to car parts. on.ft.com/3WpLeoO

Is it cheaper?

I’m currently in Europe. Coffee and LOTS of other grocery items are cheaper here. The exact opposite of what I found on previous visits. Seems the US has more big government now. Trumpism.

Taking at 62 is definitely the best option for many folks, including me. The only way to know is to do the math for your situation.

“.. AI hyperscaler free-cash-flow growth has turned negative. .. price competition in the ‘monopoly-feeder businesses’ seems to be accelerating. .. recent deal-making smacks of speculation and vendor-financing strategies of old.”

I guarantee you if Trump tells Thune and Johnson to make a deal, a deal would be made the same day. They are cowards and they fear Trump more than their own party. It’s basically ‘leadership’ running on fear.

When anyone says feelings don’t matter, I know that person is fragile and extremely sensitive. Experience has taught me this. It’s a sure thing.

Farewell, sweet, sweet free cash flow.

(via @koyfin.bsky.social) $ORCL

I’m sick of corporate welfare.

They are grossly underestimating SC justices cowardice and depravity.

This is not freedom, capitalism, or constitutional.

Taking money from consumers and giving it to farmers. That is crony capitalism/socialism.

Nope! I’m not going to war for those assholes.

Wow. Too much of a loser even for MAGA.

More from ADP: The number of jobs created in August 2025 was revised downward from 54,000 to a loss of -3,000.
What's more, employment fell for the third time in four months, ADP said
#EconSky

First decline in ADP construction payrolls since 2021.

(via Kev Gordon)

True. Plus do you think Americans would be ok with Tech monopolies from the EU? No! Then EU shouldn’t accept it from the US. Amazed the EU has allowed it to get this lopsided.

Grift is in the Trump DNA.

I see your point. 👍

I guess populism makes me nervous. It can easily turn to demagoguery and authoritarian. T. Roosevelt was the exception and he managed it and himself well, but other populist politicians have been disappointing.

Argentina has always thought they were are that but reality is entirely different.

I agree with most of his campaign platform and I like his energy, but I’m always apprehensive about populists and what they will do to hold on to power once elected.

Wow. Too MAGA for MAGA. I guess there are limits.

For the record, there is no ‘GOP’, just Trump. GOP senators and representatives are just expensive superfluous yes-men.

Red Flag - Top

Warsh is basically saying quantitative tightening will magically lower mortgage rates. Complete and utter nonsense.

Warsh is literally making stuff up. A straw man argument on steroids.