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On right now’s present, we talk about:
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Trump Advisers Took Benefit of Navarro's Absence to Push for Tariff Pause
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Trump Is Laying the Groundwork to Blame Powell for Any Downturn
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Tens of millions of Individuals Blocked From Accessing Their Dwelling Fairness
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Zillow turns full-blown housing market bear–just have a look at its new forecast
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A $145,000 Mudroom With Storage, Seating and a Sink to Clear Your Corgi
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Tweets/Bluesky:
1000’s, after which thousands and thousands, of American small companies, together with many iconic manufacturers, will go bankrupt this 12 months if the tariff insurance policies on China don’t change.
🧵
— Ryan Petersen (@typesfast)
3:25 PM • Apr 17, 2025
Many truckers I’ve spoken with do not realize how shortly container volumes have collapsed.
Beginning in Might, port freight out of California shall be virtually eradicated.
Its going to be a massacre in dray, adopted by intermodal, after which a collapse in I-20 & I-40 trucking.
— Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley)
1:04 AM • Apr 18, 2025
The S&P 500 is underperforming the MSCI All Nation World Ex-US Index by essentially the most in 32 years. By way of @DavidInglesTV
— Lisa Abramowicz (@lisaabramowicz1)
11:42 PM • Apr 21, 2025
We will hedge if we need to.. Our ‘Security Dance Index’ (flows into gold, treasuries and low vol shares) is exhibiting one among its highest readings in April.. first actual signal of nerves in ETFs flows. That mentioned, VOO & Co nonetheless hauling within the money = I believe ppl DCA-ing but additionally including
— Eric Balchunas (@EricBalchunas)
12:05 PM • Apr 21, 2025
Bitcoin is NASDAQ denominated in a basket of world currencies, not USD, and USD is collapsing
— Benn Eifert 🥷🏴☠️ (@bennpeifert)
10:53 AM • Apr 21, 2025
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