FYI data on the economy that I am collecting. The best way to verify the relevance of this data is to click through and read the comments.
FYI data on the economy that I am collecting. The best way to verify the relevance of this data is to click through and read the comments.
From Scott Galloway. pic.twitter.com/gPjtVNXonN
— Jared Dillian (@dailydirtnap) September 29, 2025
"Dig into the [GDP] numbers, however, and you find the trade war is in fact wreaking economic havoc" 👀 https://t.co/xKQAl7HhcN pic.twitter.com/Ur9LeObOHW
— Scott Lincicome (@scottlincicome) September 28, 2025
Truck sales are collapsing.
— Spencer Hakimian (@SpencerHakimian) September 29, 2025
Which almost always means a recession has already started. pic.twitter.com/0IB4r5AVhR
This is what’s happening to grocery prices while you’re being distracted btw.
— Andrew Lokenauth | TheFinanceNewsletter.com (@FluentInFinance) September 29, 2025
It’s literally unprecedented. pic.twitter.com/qGZKpD9bfQ
Nobody saw that coming. pic.twitter.com/5vCqt5tEFC
— Nobody Special (@JG_Nuke) September 28, 2025
US households have massive exposure to equities:
— The Kobeissi Letter (@KobeissiLetter) September 27, 2025
Equities now account for 32% of total US household assets, the largest percentage among all categories.
This is followed by real estate, at 30%, and insurance & pensions, at 21%.
By comparison, in China, real estate accounts… pic.twitter.com/zRnlKHd1Gg
🔴US market valuations are WAY ABOVE the 2000 Dot-Com Bubble levels:
— Global Markets Investor (@GlobalMktObserv) September 18, 2025
The share of S&P 500 firms with a Price-to-Sales ratio above 10x hit a RECORD ~34%.
Investors are paying over $10 for every $1 of sales for so many companies.
At the Dot-Com peak, the share was ~25%.
INSANE. pic.twitter.com/INC0kGUZRL
Trucking has been in my family since the 1960’s. We’ve lived through multiple cycles:
— Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) September 23, 2025
Trucking deregulation, oil crisis, stagflation, the S&L collapse, Gulf War, Sept 11, and the financial crisis.
I’ve spoken to dozens of trucking veterans with 40+ years of experience -… https://t.co/xYXcVYbqwx
The Dollar’s collapse has been unprecedented. pic.twitter.com/yx1FmiwOsy
— Spencer Hakimian (@SpencerHakimian) September 21, 2025
The gross margin of Lennar—a giant homebuilder ranked No. 129 on the Fortune 100—just hit a 16-year low
— Lance Lambert (@NewsLambert) September 21, 2025
In order to maintain sales in this weaker housing market environment, Lennar spent an average of 14.3% of the final sales price on sales incentives in Q3 2025. pic.twitter.com/bMuV66lPbg
This is the biggest financial problem our society faces.
— Spencer Hakimian (@SpencerHakimian) September 20, 2025
Why is no one talking about it? pic.twitter.com/cRfYgke0aC
Never in history has housing construction fallen by this amount without a recession.
— Darth Powell (@VladTheInflator) September 20, 2025
A drop of 400,000 units noted the beginning of the 2008 Great Financial Crisis. https://t.co/MBxbWjo4Ce
Bank of America, $BAC: falling home construction spend = recession signal pic.twitter.com/uW870ct9Of
— unusual_whales (@unusual_whales) September 19, 2025
The top 10% of income earners in the US now account for nearly half of all consumer spending, a record high. pic.twitter.com/iOS7ltNOMw
— Charlie Bilello (@charliebilello) September 17, 2025
BREAKING: Unrealized losses on investment securities for US banks reached $395.3 billion in Q2 2025.
— The Kobeissi Letter (@KobeissiLetter) September 16, 2025
This is ~6 TIMES higher than at the peak of the 2008 Financial Crisis.
This also marks the 13th consecutive quarter of losses as interest rates remained elevated.
Meanwhile,… pic.twitter.com/uDzbrtpVOs
U.S. Stock Market hits its most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression 🤯 pic.twitter.com/n5pqPt9tIR
— Barchart (@Barchart) September 16, 2025
Student loans 90+ days delinquent have exploded higher to heights never seen before. https://t.co/sk8T9W07fb pic.twitter.com/BjFe6xPH9Q
— Financelot (@FinanceLancelot) September 5, 2025
Small chart that says a lot. pic.twitter.com/Scu6ZSTe9y
— Eddy Elfenbein (@EddyElfenbein) September 16, 2025