https://gnosly.com/feed/us/Business Intelligence Console and Prediction Algorithms2623https://www.linkedin.com/in/shikhar-chokhani-4260ba11a/Shikhar Chokhani<p>The 10-year Treasury ended September at 5.26%, the highest close since 2007. The 30-year was at 5.59%. Interest on the debt hit $1.27 trillion in the first eleven months of the fiscal year, already more than all of last year. Debt is over $40 trillion. Official forecasts assumed a 10-year average of 4.1%. The market is more than a full point above that.</p><p>One framework treats 4.5% as a yellow light, and 5.0% as a red light for the government's finances. On 18 September, the yield was still 4.77%. It then crossed 5% later in the month and finished there.</p><p>3 things worth knowing </p><p>-1) The government is already using the small tools - From 9 September, the cap on each long-bond buyback rose from $2 billion to at least $4 billion. It is funding itself more heavily with short-term bills, now about a quarter of all the debt, while leaving regular bond auctions the same size. Emerging market debt offices have done both for years. These moves change who holds the paper this quarter. They do not cut the deficit. Spending on Social Security, Medicare, and Medicaid rose from about 6% of the economy in the early 1960s to about 18% by the early 2020s, under both parties. Buying back a few billion of bonds does not reverse that.</p><p>2) The open question is whether Washington eventually just caps the yield - If 5% to 6% lasts, and the deficit does not shrink, one option is to peg long-term rates, as the U.S. did in wartime, and Japan did from 2016. It is not the only option. Short-term bills can carry a 5% yield for a while. Japan's cap lost the yen in 2022, and was then dropped. In 2026, Japan reportedly sold more than $90 billion of Treasuries from July to defend the yen. The U.S. wartime cap, 2.5% on the long bond from 1942, ended in 1951, after inflation ran above 8%. Neither case was painless.</p><p>3) September did not show the ending people fear - It showed the math that makes a cap thinkable. Gold fell 8.5% in the month. The dollar was near the top of its two-year range. If the authorities had already capped yields and pushed the pain into the currency, the dollar would be weak, and gold would be rising. The opposite happened. What has started is an interest bill growing at rates the official forecast never assumed, on a debt pile no administration has a plan to shrink.</p><p>The certain problem is the deficit. The possible fix is a cap on yields, if rates stay here. You do not need to believe in the cap to own less long-term Treasury debt. The deficit is enough.</p>https://lnkd.in/p/dmTm9pcm0.00902026-10-10T18:56:00.986256+00:001linkedin.comdeficitusdebt2440https://media.licdn.com/dms/image/v2/D4D22AQGs_InZFbUYmg/feedshare-shrink_160/B4DaD7j2xRGYAk-/0/1790926875977?e=1793232000&v=beta&t=Vba7cM0Ello4QHgPXnycnYkQ6HLZCMBIXItLHiDgTFgView image2026-10-10T18:56:01.609415+00:002618https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi Letter<p>This marks the 14th consecutive monthly increase, totalling +$154 billion. Since the start of 2022, consumer credit has risen +$684 billion. </p><p>Non-revolving credit, covering auto and student loans, rose +$13.1 billion in August, to $3.84 trillion, an all-time high. </p><p>Meanwhile, revolving credit, which includes credit cards, fell by $ 4.8 billion to $1.35 trillion, its 4th-highest level on record.</p><p><strong>US consumers are still borrowing</strong>.</p>https://www.linkedin.com/feed/0.00602026-10-10T15:27:48.349059+00:001linkedin.comcreditusfinance2437https://media.licdn.com/dms/image/v2/D4E22AQGlD0vB8Dfv9g/feedshare-shrink_800/B4EaEg4F8rHYAc-/0/1791552938028?e=1793232000&v=beta&t=7MV7P5WB0Gn-BTCk9pGa8rD3NFqWQNJeSy2hK0UQ97kView image2026-10-10T15:27:48.842232+00:002616@ritwikpavanRitwik Pavan<p>Parallel Systems puts batteries and motors directly under shipping containers, letting them move without a traditional locomotive. </p><p>-Travels up to 500 miles on a charge </p><p>-Recharges in as little as one hour </p><p>-Vehicles automatically form and split apart into groups </p><p>-Works with standard shipping containers </p><p>-Designed to make shorter rail routes competitive with trucks </p><p>Parallel is already testing the system across 160 miles of railroad in Georgia.</p>https://x.com/ritwikpavan/status/21086872855334217870.00502026-10-10T14:47:14.045387+00:002x.cominnovationustechfreight-trains2435https://pbs.twimg.com/media/HUOPBAGaoAA_m_M?format=jpg&name=smallImage2026-10-10T14:47:16.334022+00:002611@StefanFSchubertStefan Schubert<p>On this metric, the US comes apart more from European countries like France, Italy, and Britain than recent reporting may have suggested.</p>https://x.com/StefanFSchubert/status/21088672904272447450.00402026-10-10T14:16:13.133928+00:002x.comusbondsukfrancedebt2430https://pbs.twimg.com/media/HUQy64oXwAARb6W?format=png&name=smallImage2026-10-10T14:16:15.043437+00:002609@SorenthekVBL’s Ghost<p>When U.S. trade policy shifts, some economies barely notice. For others, trade with the U.S. is large enough to noticeably influence economic growth. <strong>Key Takeaways:</strong></p><p>Trade with the U.S. is equivalent to 48% of Mexico’s GDP and 44% of Vietnam’s in 2025, more than six times the global average of 6.5%.</p><p>Canada has the third-highest exposure among large economies with GDP above $100 billion, with U.S. trade equal to 31% of its GDP.</p><p>China, one of America’s largest trading partners, has U.S. trade equal to just 2% of its GDP.</p>https://vblgoldfix.substack.com/p/mapped-the-economies-most-dependent?ref=gnosly0.00502026-10-10T13:43:08.803208+00:002x.comtradeuseconomy2428https://pbs.twimg.com/card_img/2108247580190572545/SwHvPXxJ?format=jpg&name=small2026-10-10T13:43:10.114046+00:002607@businessBloomberg<p>Source: Bloomberg, quoting Jefferies.</p>https://x.com/business/status/21087368125920379450.00502026-10-10T12:08:29.431642+00:002x.comaiuscapital2427IMAGE/media/content/2607/20261010-bloomberg-article-quoting-Jefferies.jpg20261010-bloomberg-article-quoting-Jefferies.jpgjpg2026-10-10T12:10:59.690735+00:002601Tobias Burns<p>SpaceX makes big move into wireless. These once ‘obsolete’ tech stocks could benefit</p>https://www.cnbc.com/2026/10/09/spacex-wireless-plans-lifts-tower-stocks.html0.00502026-10-10T10:15:10.460627+00:0026cnbc.comspacexusstocks2419https://image.cnbcfm.com/api/v1/image/108339154-1784809145850-gettyimages-2286630072-mathalone-notitle260722_npxBA.jpeg?v=1784809187&w=240&h=180&vtcrop=ySpaceX makes big move into wireless. These once 'obsolete' tech stocks could benefit2026-10-10T10:15:10.687548+00:002600<p>Isaias weakens to Category 1 hurricane after Florida landfall, NHC says</p>https://www.cnbc.com/2026/10/10/isaias-weakens-to-category-1-hurricane-after-florida-landfall.html0.00402026-10-10T10:14:45.198922+00:0026cnbc.comusweatherhurricane2418https://image.cnbcfm.com/api/v1/image/108384826-1791613068042-gettyimages-2299449090-jr_15595_rytojxgw.jpeg?v=1791613088&w=240&h=180&vtcrop=yIsaias weakens to Category 1 hurricane after Florida landfall, NHC says2026-10-10T10:14:45.532424+00:002599<p>Nonpartisan forecasters have shifted a number of congressional contests in Democrats’ favor in recent days</p>https://www.wsj.com/politics/elections/trump-midterm-election-strategy-e4cfea75?ref=gnosly0.00402026-10-10T10:12:42.490121+00:0023wsj.comrepublicansdemocratsustrump2417https://images.wsj.net/im-28367830?width=700&height=466Donald Trump looking up at a campaign rally in Mobile, Alabama, with a "Make America Great Again!" banner and supporters in the background.2026-10-10T10:12:44.409800+00:002589@KushPatil_Kush<p>Each of the last five peaks came within about 3 months of a $SPY top. Not a timing signal, but it shows how much of this rally runs on borrowed money.</p>https://x.com/KushPatil_/status/21088374406142815040.00402026-10-10T09:21:31.829420+00:002x.comstockseconomyus2409https://pbs.twimg.com/media/HUQNnovWgAApOhv?format=jpg&name=smallImage2026-10-10T09:21:32.958398+00:002587https://www.linkedin.com/in/alexander-staton-microsoft/Alex Staton<p>Alex Staton, Director @ Microsoft </p><p>Huge milestone for Lovable and Microsoft.70m+ projects have already been created with Lovable. Now you can: </p><p>- Build fast with Lovable.
</p><p>- Run in your Microsoft tenant.
</p><p>- Use your Microsoft data.
</p><p>- Sign in with Entra</p>https://lnkd.in/p/d8Cu7q3v0.00602026-10-10T09:08:30.389897+00:001linkedin.comlovablemicrosoftus2408IMAGE/media/content/2587/20261010-microsoft-and-lovable-collaboration.jpg20261010-microsoft-and-lovable-collaboration.jpgjpg2026-10-10T09:14:58.536039+00:002585@arpitrageArpit Gupta<p>Source: Arpit Gupta (X)</p>https://x.com/arpitrage/status/21086440059866604010.00502026-10-10T08:59:58.425088+00:002x.comusaidata-centers2407IMAGE/media/content/2585/20261010-us-old-chicago-buiding-now-a-data-center.jpg20261010-us-old-chicago-buiding-now-a-data-center.jpgjpg2026-10-10T09:02:39.216584+00:002584https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>This is equal to the combined market value of the bottom 434 companies, according to The Compound analysis. </p><p>This means just 5 stocks carry as much market value as the other 434 constituents, highlighting the extraordinary concentration at the top of the index.</p>https://lnkd.in/p/dZ2_YTWF0.00802026-10-10T08:47:34.352553+00:001linkedin.comsp500usstocks2406https://media.licdn.com/dms/image/v2/D4E22AQGFkDT3LwJCZw/feedshare-shrink_480/B4EaEixQVFGkAk-/0/1791584700032?e=1793232000&v=beta&t=sTTenstMcQQ6tAv06_Zjwk_DyCf1dYksWC5Fs2JVYcUView image2026-10-10T08:47:35.905128+00:002583@aaron_rennAaron M. Renn<p>Source: WSJ, quoted by Aaron M. Renn (X)</p>https://x.com/aaron_renn/status/21085898974813801380.00402026-10-10T06:53:23.860942+00:002x.comwealthus2405https://pbs.twimg.com/card_img/2108568921108291585/ecH10y0s?format=png&name=smallAffluent and Older Americans Got Much Richer in Postpandemic Years2026-10-10T06:53:24.862387+00:002581https://www.linkedin.com/in/stephenbklein/Stephen Klein<p><span class="hljs-attribute">Source</span>: Stephen Klein (LinkedIn)</p>https://lnkd.in/p/dx_qFbqz0.00352026-10-10T06:46:33.426439+00:001linkedin.comexecutiontrumphegsethus2404https://media.licdn.com/dms/image/v2/D5622AQGJFJmYOlCSjA/feedshare-shrink_800/B56aEeoIHRIIAc-/0/1791515198424?e=1793232000&v=beta&t=JlBucmZe_26v3dHbThLycoyoAxHo4PZLkPYfwsN5AmUView image2026-10-10T06:46:34.362879+00:002560<p>The execution of a former US army psychiatrist by firing squad is to be livestreamed after Pete Hegseth said it would be a public event. Nidal Hasan was sentenced to death after killing 13 people at a military base in Texas in 2009. There has been widespread condemnation of the decision, including from the UN which said it would ‘amount to torture’. Lucy Hough speaks to US academic and capital punishment specialist Austin Sarat, the author of Life After Death: Surviving Execution</p>https://www.theguardian.com/news/video/2026/oct/09/barbaric-firing-squad-livestream-ordered-by-pete-hegseth-the-latest0.00502026-10-10T05:10:29.579820+00:0027theguardian.comushegseth2385IMAGE/media/content/2560/image.pngimage.pngpng2026-10-10T05:11:06.433223+00:002559<p>Pentagon said the execution of Nidal Malik Hasan, who killed 13 people at Fort Hood in 2009, would be broadcast live. </p><p>The US is facing worldwide condemnation over a “barbaric” plan to execute a disabled man by firing squad and livestream it to the public, with critics comparing the Trump administration to dictatorships in Iran and Afghanistan. </p><p>The Pentagon confirmed on Thursday that the execution of Nidal Malik Hasan, convicted of killing 13 people at a military base at Fort Hood in Texas in 2009, would be livestreamed on 3 December.</p>https://www.theguardian.com/us-news/2026/oct/09/live-stream-execution-fort-hood-shooter0.00502026-10-10T04:56:29.516526+00:0027theguardian.comushegseth2384IMAGE/media/content/2559/image.pngimage.pngpng2026-10-10T05:08:37.384681+00:002550@JMUSPatriotJM US<p>Most gains came from Indian IT firms. Here's what MAGA doesn't understand: H1B = America wins. No H1B = India wins. The US economy is so massive that the 70,000 American citizens that</p>https://x.com/JMUSPatriot/status/21085582177478372380.00402026-10-09T16:32:31.087777+00:002x.comindiausstocks2546<p>A decision by US officials to livestream the execution of convicted killer Nidal Hasan would amount to torture, the UN said.</p><p>US defence officials said US Army psychiatrist Hasan, who shot and killed 13 people at a military base in 2009, would face a firing squad and the execution would be broadcast live, adding that details would come later.</p>https://www.theguardian.com/us-news/live/2026/oct/09/pentagon-fort-hood-livestream-firing-squad-execution-reaction-backlash-pete-hegseth-donald-trump-mussolini-latest-news-updates0.00402026-10-09T15:54:04.242892+00:0027theguardian.comushegseth2372IMAGE/media/content/2546/image.pngimage.pngpng2026-10-09T15:54:56.653072+00:002545@macropaperrThe Macro Paper<p>If people lose confidence, they usually start spending less and saving more. </p><p>That means businesses make less money, hiring slows, investment gets cut, and layoffs can start. </p><p>If that continues, economic growth weakens, and recession fears will go up.</p>https://x.com/macropaperr/status/21085795118897606380.00402026-10-09T15:28:11.305864+00:002x.comeconomyus2371https://pbs.twimg.com/media/HUMt4INawAE1ydO?format=jpg&name=smallImage2026-10-09T15:28:12.442279+00:002538@chrisbrunetChris Brunet<p>Source: Chris Brunet (X)</p>https://x.com/chrisbrunet/status/21083230857620769330.00402026-10-09T14:56:26.130199+00:002x.comvisaus2362https://pbs.twimg.com/media/HUJEqmXWcAAHNbq?format=jpg&name=smallImage2026-10-09T14:56:27.157063+00:002534<p>Bond giant’s investment chief warns that further sharp rise in borrowing costs is ‘feasible’ as market participants are forced to unwind losing bets</p>https://www.ft.com/content/a752a86c-cf05-4152-b842-2ae6b6bf3fe00.00402026-10-09T14:32:08.078546+00:0012ft.comusyieldsdebt2525@BernieSandersBernie Sanders<p>Democracy must be 1 person, 1 vote — not billionaires buying elections. </p>https://x.com/BernieSanders/status/21082229301989049110.00402026-10-09T13:29:29.596596+00:002x.comelectionsus2351https://pbs.twimg.com/media/HUHpZjqXoAA5aMm?format=jpg&name=smallImage2026-10-09T13:29:30.021314+00:002523<p>Machines programmed to sort merchandise in warehouses hit kinks with cardboard boxes and turkeys. “We are kind of in this peak complexity.”</p>https://www.wsj.com/business/logistics/walmart-automation-robots-warehouses-65f016b20.00302026-10-09T13:21:13.986069+00:0023wsj.comwalmartusrobots2519@RealEJAntoniE.J. Antoni, Ph.D.<p>Source: RealEJAntoni (X)</p>https://x.com/RealEJAntoni/status/21085058199103816890.00402026-10-09T12:46:44.400610+00:002x.comusdebt2345https://pbs.twimg.com/media/HULqyCpWwAAx5yS?format=png&name=smallImage2026-10-09T12:46:44.878245+00:002518@oguzerkanOguz Erkan<p>This is why $NVDA is stuck at 15x forward earnings, and it’s not going to get much better. </p>https://x.com/oguzerkan/status/21084870294704828140.00502026-10-09T12:38:59.046775+00:002x.comaiusdata-centers2344https://pbs.twimg.com/media/HULZxeXXAAAd6UY?format=jpg&name=smallImage2026-10-09T12:39:00.787663+00:002514https://www.linkedin.com/in/miketrading/Mike Trading<p>Four years ago, Uber was burning cash. Today, it generated more than $10B in free cash flow over the last twelve months, and the number keeps rising.</p>https://www.linkedin.com/feed/0.00702026-10-09T11:46:34.245932+00:001linkedin.cominvestingtradinguberus2337https://media.licdn.com/dms/image/v2/D4E22AQE6r4HhpxWC3g/feedshare-shrink_800/B4EaEdA_0UG8Ac-/0/1791488163386?e=1793232000&v=beta&t=vu2i6WRE9_aMnQP1R437NdS2eHbQBUKlu_LO24wDxmAView image2026-10-09T11:46:34.538815+00:002510@tickerplusTickerTrends<p>Source: tickerplus (X)</p>https://x.com/tickerplus/status/21047681145715959430.00402026-10-09T09:39:03.073505+00:002x.comanthropicusai2333https://pbs.twimg.com/media/HTWi4_kWUAAzN5m?format=jpg&name=smallImage2026-10-09T09:39:04.064309+00:002507@EugeneNgEugene Ng<p>Chart from JPM's Michael Cembalest.</p>https://x.com/EugeneNg/status/21083271500385036070.00402026-10-09T09:29:28.174057+00:002x.comdata-centersusai2330https://pbs.twimg.com/media/HUJH_eUaoAA7crp?format=jpg&name=smallImage2026-10-09T09:29:29.812075+00:002506<p>At least 81 United States military aircraft, including fighter jets and drones, have been lost or damaged during Operation Epic Fury, the code name for Washington’s military campaign against Iran launched earlier this year. The statistic comes in a report released on Monday by the Congressional Budget Office (CBO), a nonpartisan government agency that provides budget-related research to the legislature. It estimated that, as of August 1, the cost of US aircraft losses during the US-Israel war on Iran was between $1.9bn and $3.3bn. The report this week highlights the growing price tag for the war, which began on February 28. A lasting ceasefire has remained out of reach as the conflict continues into its eighth month. Read more here.</p>https://www.aljazeera.com/news/2026/10/8/at-least-81-us-aircraft-worth-up-to-3-3bn-lost-or-damaged-in-iran-war0.00702026-10-09T09:11:41.565613+00:005aljazeera.comaircraft-lossesiranus2329https://www.aljazeera.com/wp-content/uploads/2026/10/getty_6ac7d2af27-1791480495.jpgTZAFRIA, ISRAEL - SEPTEMBER 30: Two US Air Force KC-135 Stratotanker aerial refueling planes sit parked on the tarmac behind a crowded airport parking lot at Ben Gurion Airport on September 30, 2026 in Tzafria, Israel. Earlier in the day, a Flydubai flight en route from Dubai to Tel Aviv was diverted to Saudi Arabia following a violent cockpit struggle where passengers reported a pilot was stabbed. A second retrieval aircraft was deployed to collect the stranded passengers and fly them home to Israel. (Photo by Erik Marmor/Getty Images)2026-10-09T09:11:43.219370+00:002505@RayDalioRay Dalio<p>Even as people become more indebted, lenders freely extend credit because during economic booms, incomes rise, asset values soar, and the stock market thrives. People borrow more to buy financial assets, pushing prices higher and creating a bubble. </p><p>So long as incomes keep rising, the debt burden stays manageable. But this cannot continue forever. Over decades, debt burdens slowly accumulate until debt repayments grow faster than incomes. This forces people to cut back on spending, causing incomes to fall and borrowing to dry up—eventually reversing the entire cycle.</p>https://x.com/RayDalio/status/21082534740769751640.00602026-10-09T07:56:43.208616+00:002x.comeconomyusdebt2328IMAGE/media/content/2505/image.pngimage.pngpng2026-10-09T07:57:10.454938+00:002502@bennyjohnsonBenny Johnson<p>The largest IT outsourcing firms in the world, Cognizant, Infosys, Tata, Wipro, HCL, and Capgemini were removed from the Permanent Labor Certification Program. </p><p>75% of Cognizant employees in the U.S. are Indian nationals. </p><p>Infosys, Tata, Wipro, and HCL are all based in India. </p><p>Since 2009, these companies alone have requested almost 3 million foreign workers, received over 230,000 H-1B visa approvals, and more than 100,000 permanent labor certifications.</p>https://x.com/bennyjohnson/status/21083455531426162340.00602026-10-09T07:35:35.360259+00:002x.comindiaustrump2325https://pbs.twimg.com/media/HUJZGyeXwAAzhhf?format=jpg&name=smallImage2026-10-09T07:35:36.351526+00:002501@KanekoaTheGreatKanekoaTheGreat<p>AT&amp;T: -7.5% </p><p>Verizon: -7.0% </p><p>T-Mobile: -6.8% </p><p>Low-band spectrum carries signal through walls. Elon calls it "the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America." </p>https://x.com/KanekoaTheGreat/status/21083137298511380910.00802026-10-09T07:25:33.168575+00:002x.comspacexstocksmobileus2324https://pbs.twimg.com/media/HUI8KdabQAA1LFg?format=jpgImage2026-10-09T07:25:33.843458+00:002499@arakharazianAra Kharazian<p>Source: Ara Kharazian (X)</p>https://x.com/arakharazian/status/21082573615803925700.00302026-10-09T07:17:49.867755+00:002x.comopenaiusanthropicai2322https://pbs.twimg.com/media/HUIIxkIWYAIquP3?format=jpg&name=smallImage2026-10-09T07:17:50.505606+00:002497@LawrenceLepardLawrence Lepard, "fix the money, fix the world"<p>This chart from our upcoming EMA Q3 Report proves the point.</p>https://x.com/LawrenceLepard/status/21082584567929081550.00702026-10-09T06:59:53.783629+00:002x.comdebtusfinance2321https://pbs.twimg.com/media/HUIJV-9X0AA2zYF?format=jpg&name=smallImage2026-10-09T06:59:54.198607+00:002495@1CoastalJournalThe Coastal Journal<p>JP Morgan: -11% </p><p>Bank of America: -19% </p><p>Citigroup: -15% </p><p>Wells Fargo: -18.5% </p><p>Goldman Sachs: -24% </p><p>Morgan Stanley: -19% </p><p>US Bancorp: -15% </p><p>Capital One: -25% </p><p>PNC Financial: -16% </p><p>BNY Mellon: -14%</p>https://x.com/1CoastalJournal/status/21083638882491761920.00502026-10-09T06:50:07.123480+00:002x.combanksusfinance2320IMAGE/media/content/2495/image.pngimage.pngpng2026-10-09T06:51:20.507573+00:002493@DKThompDerek Thompson<p>1. AI revenue growth is incredible, and possibly historic. </p><p>2. Big public tech companies have relatively low P/E ratios right now, which defies lazy predictions about how they're wildly mispriced and doomed for a big correction </p><p>3. But model competition could compress AI token margins ... </p><p>4. ... at the same time that the hyperscalers are going deeper and deeper into debt to build out AI ... </p><p>5. ... and the level of future free cash flow anticipated to justify this build-out is absolutely enormous, like genuinely without precedent in corporate history ... </p><p>6. ... and any correction in frontier lab valuations will reverberate through public companies, which own huge shares in the labs</p>https://x.com/DKThomp/status/21082015038695673320.00602026-10-09T06:29:36.404230+00:002x.comaius2312https://pbs.twimg.com/media/HUHVYCGXIAA7gcg?format=jpg&name=smallImage2026-10-09T06:29:37.036148+00:002313https://pbs.twimg.com/media/HUHVYB7X0AAYVld?format=jpg&name=smallImage2026-10-09T06:29:37.071147+00:002314https://pbs.twimg.com/media/HUHVYCEWAAE-BDR?format=jpg&name=smallImage2026-10-09T06:29:37.103694+00:002315https://pbs.twimg.com/media/HUHVYCEXwAA8mhB?format=jpg&name=smallImage2026-10-09T06:29:37.134507+00:002492The Pentagon has drawn up plans for a three-day campaign of strikes against Iran, targeting its missile and drone arsenal, energy facilities and military command centres, The New York Times reports. The newspaper quoted unnamed officials in the report, which said Trump had ordered the Defense Department to prepare the plans even though he has repeatedly rejected proposals to resume major combat operations, citing progress in diplomatic talks. Trump said on Thursday that he would not attack Iran before November’s midterm elections. This month, the US deployed a third aircraft carrier to waters near Iran as Tehran has intensified attacks on shipping.https://aje.news/ws3jvj?update=50300850.00402026-10-09T06:22:03.383230+00:005aljazeera.comiranuspentagon2484@BarchartBarchart<p>Source: Barchart (X)</p>https://x.com/Barchart/status/21079909650172972530.00602026-10-08T16:46:42.664428+00:002x.comipoanthropicusai2301https://pbs.twimg.com/media/HUEWnMoX0AAFkyv?format=png&name=smallImage2026-10-08T16:46:44.312104+00:002482@FoxNewsFox News<p>"There has been no company in the United States, unfortunately, that has abused the system more than Microsoft." Vance points to 6,000 layoffs alongside what he says were 6,300 H-1B visas and nearly 3,000 green cards, arguing that the numbers raise serious questions about how American workers are being treated. Download the FOX News app for the latest details: https://foxnews.onelink.me/xLDS/z2jymmyl</p>https://x.com/FoxNews/status/21082042730120192860.00802026-10-08T16:21:12.866214+00:002x.comlayoffsusmicrosoft2296IMAGE/media/content/2482/image.pngimage.pngpng2026-10-08T16:21:58.235813+00:002480@NewYorkFedNew York Fed<p>Labor market expectations mostly improved, with the unemployment rate, job-finding, job loss, and quit expectations all improving.</p>https://www.newyorkfed.org/newsevents/news/research/2026/20261007?ref=gnosly0.00402026-10-08T16:09:59.438747+00:002x.cominflationus2292https://pbs.twimg.com/media/HUCxRBuXcAE74MG?format=jpg&name=smallImage2026-10-08T16:10:00.072448+00:002476@SteveRattnerSteve Rattner<p>Now corporate profits are at an all-time high, while tax receipts are at their lowest since 2021.</p>https://x.com/SteveRattner/status/21078702684293166040.00402026-10-08T15:55:01.545078+00:002x.comcorporatetaxtrumpus2289https://pbs.twimg.com/media/HUCo0QeXAAAgbJK?format=jpg&name=smallImage2026-10-08T15:55:02.522031+00:002473@TheStalwartJoe Weisenthal<p>PEPSICO CEO: WE'RE PUTTING 'ALL THE URGENCY' TO IMPROVE SODAS</p>https://x.com/TheStalwart/status/21081735062612051960.00402026-10-08T15:39:25.814413+00:002x.compepsicobeveragesodasus2472@WorldResourcesWorld Resources Institute<p>Study made by the "World Resources Institute"</p>https://www.wri.org/insights/us-data-center-growth-impacts?ref=gnosly0.00502026-10-08T15:31:34.720833+00:002x.comusinfrastructuredata-centers2285https://pbs.twimg.com/media/HUHOigFaIAAD0iM?format=jpg&name=smallImage2026-10-08T15:31:35.259048+00:002471@BullTheoryioBull Theory<p>Either this is being manipulated, or there is a fight going on between Asian investors selling US bonds and US investors buying them. Not confirmed, but an interesting coincidence.</p>https://x.com/BullTheoryio/status/21082081594458976430.00502026-10-08T15:22:23.489637+00:002x.comusmarketbonds2284https://pbs.twimg.com/media/HUHbXSpa8AEU61Y?format=jpg&name=smallImage2026-10-08T15:22:23.811005+00:002470@ISABELNET_SAISABELNET<p>Source: ISABELNET (X)</p>https://x.com/ISABELNET_SA/status/21081178473188763750.00602026-10-08T15:17:45.703959+00:002x.comearningsspxussp5002283https://pbs.twimg.com/media/HUGJ8KZXMAAqzCt?format=jpg&name=smallImage2026-10-08T15:17:46.740194+00:002469@Nicolas_ColinNicolas Colin<p>Europe represses wages and exports its savings: that's the "Europoor" phenomenon. America turns European savings into soaring tech valuations: that's the AI bubble. China builds the factories and floods the world with cheap goods: that's involution. And each loop feeds the next. More here: https://ardenletter.com/p/the-wests-ca…</p>https://x.com/Nicolas_Colin/status/21081805428730515510.00702026-10-08T15:08:49.685745+00:002x.comchinaeuuseconomy2282https://pbs.twimg.com/media/HUHDB4jWIAAV1qM?format=jpg&name=smallImage2026-10-08T15:08:50.348369+00:002456@DhavalVJoshiDhaval Joshi<p>While France's public debt ratio is the same as the US, its PRIVATE debt ratio is WAY HIGHER. With both maxed out, there's no easy way out. The only question is how much more political pain to force the adjustment.</p>https://x.com/DhavalVJoshi/status/21077872860960442760.00402026-10-08T10:46:59.959972+00:002x.comusfrancedebt2266https://pbs.twimg.com/media/HUBXMXKWQAApoi9?format=png&name=smallImage2026-10-08T10:47:01.772886+00:002447@RBReichRobert Reich<p>Source: Robert Reich (X)</p>https://x.com/RBReich/status/21078798986268713770.00502026-10-08T07:19:35.003825+00:002x.compoliticsinequalityeconomyus2259https://pbs.twimg.com/media/HUCxmQGWMAA3dXQ?format=png&name=smallImage2026-10-08T07:19:36.111130+00:002441@MarketMikeMike<p>Last time we saw a streak this long? July 2024 (52 days), followed by an 8-10% correction into early August. Before that? Oct 9, 2019 → Jan 24, 2020 (74 days) without a 1% down close, right before the COVID crash. </p>https://x.com/MarketMike/status/21079603178548225260.00402026-10-08T06:28:07.785664+00:002x.comsp500usstocks2249https://pbs.twimg.com/media/HUD6RCja4AAwzgZ?format=jpg&name=smallImage2026-10-08T06:28:08.041143+00:002440@LuisGonzaliLuis Gonzali<p>Source: LuisGonzali (X)</p>https://x.com/LuisGonzali/status/21079195342253265680.00502026-10-08T06:24:58.098511+00:002x.comgrowtheconomyus2248https://pbs.twimg.com/media/HUDVLEGWQAAe55G?format=png&name=smallImage2026-10-08T06:24:59.207809+00:002439@RihardJarcRihard Jarc<p>The trend of higher revenue per headcount, which has been consistent since 2022, shows this. </p>https://x.com/RihardJarc/status/21078737280799994200.00402026-10-08T06:16:35.763921+00:002x.comtechnologybusinessaius2247https://pbs.twimg.com/media/HUCr0_AXgAAVmIX?format=jpg&name=smallImage2026-10-08T06:16:36.200868+00:002438@NYFedResearchNew York Fed Research<p>Research director Kartik Athreya spoke to the Independent Bankers Association of New York State about the U.S. economic outlook, including themes raised in a recent New York Fed survey about AI adoption and its effects on workforces. </p>https://nyfed.org/47C4ftQ0.00402026-10-08T06:09:58.349724+00:002x.combankingeconomic-outlookai-adoptionusai2246https://pbs.twimg.com/media/HUDeCWnWIAAQ_1h?format=jpg&name=smallImage2026-10-08T06:09:58.830626+00:002437@FTFinancial Times<p>Source: Financial Times (X)</p>https://ft.trib.al/oL3KZkt0.00402026-10-08T06:04:50.568558+00:002x.cominflationbondsdebtus2245https://pbs.twimg.com/media/HUBxNEEWkAAa0Rd?format=jpg&name=smallLine chart showing US borrowing costs at multi-decade highs2026-10-08T06:04:52.110229+00:002435<p>It is judgment day for mathematics</p>https://www.economist.com/science-and-technology/2026/10/07/openai-claims-to-have-solved-hundreds-of-long-standing-maths-problems0.00402026-10-08T05:50:55.794690+00:0029economist.comopenaiusai2243IMAGE/media/content/2435/image.pngimage.pngpng2026-10-08T05:51:31.420424+00:002434<p>Both companies need to show Wall Street they have sustainable businesses ahead of planned IPOs.</p>https://www.wsj.com/0.00402026-10-08T05:27:57.929245+00:0023wsj.comanthropicopenaiusai2242https://images.wsj.net/im-55437163?width=288&height=192The AI Price War Is Heating Up—and OpenAI Is Gaining Ground on Anthropic2026-10-08T05:27:58.447670+00:002433<p>Apollo, Blackstone and Goldman Sachs are among the lenders in talks to finance megadeals worth tens of billions of dollars apiece.</p>https://www.wsj.com/tech/oracle-broadcom-and-spacex-seek-blockbuster-debt-deals-to-pay-for-ai-chips-848e80320.00502026-10-08T05:23:27.224555+00:0023wsj.comoraclespacexusai2432<p>Text messages with a MAGA ally show Guilfoyle seeking funds and offering access to top administration officials before becoming ambassador to Greece.</p>https://www.wsj.com/politics/policy/guilfoyle-amex-donor-100-000-0e02cdc30.00502026-10-08T05:17:23.344074+00:0023wsj.comkimberly-guilfoyleamexuspolitics2241https://images.wsj.net/im-68256322?width=608&height=405Kimberly Guilfoyle Pushed Donor to Wire $100,000 to Her Amex Account2026-10-08T05:17:24.107606+00:002431Jenny Lee<p>Source: CNBC</p>https://www.cnbc.com/2026/10/07/flop-ai-boom-arthur-hayes-bitcoin-bitmex-coinferencex-.html0.00402026-10-08T05:15:02.327796+00:0026cnbc.comarthur-hayesusai2240https://image.cnbcfm.com/api/v1/image/108373228-1791290584757-gettyimages-1813801150-BC_2023StudioAI_4807.jpeg?v=1791290675&w=240&h=180&vtcrop=yTrillions are being ‘wasted’ on the AI boom, Arthur Hayes says. He’s betting on what comes next2026-10-08T05:15:02.858530+00:002428Lee Ying Shan<p>Source: CNBC</p>https://www.cnbc.com/2026/10/07/stock-market-today-live-updates-.html0.00602026-10-08T05:08:42.441460+00:0026cnbc.comusstockssp5002237https://image.cnbcfm.com/api/v1/image/108369467-1790695898141-gettyimages-2297721790-anotherday276803029_y0jj9gxn.jpeg?v=1790696070&w=240&h=180&vtcrop=yStock futures are little changed after S&P 500 retreats from record: Live updates2026-10-08T05:08:42.926163+00:002427<p>The U.S. president and his national security team have discussed possibly resuming large-scale U.S. military operations in the coming weeks, NBC News reported.</p>https://www.cnbc.com/2026/10/08/us-iran-war-trump-hormuz.html0.00502026-10-08T05:03:39.220477+00:0026cnbc.comtrumpiranus2236https://image.cnbcfm.com/api/v1/image/108374336-1791399949439-gettyimages-2299097062-090a5425_2dnkjlkd.jpeg?v=1791399971&w=960&h=730&vtcrop=yTrump says he is not keen on a deal with Iran as U.S. reportedly prepares for 'massive bombing'2026-10-08T05:03:39.518967+00:002419@jasonfurmanJason Furman<p>Source: Jason Furman (X)</p>https://x.com/jasonfurman/status/21080192774755740060.00402026-10-08T04:02:07.210783+00:002x.comusconstruction2230IMAGE/media/content/2419/image.pngimage.pngpng2026-10-08T04:04:00.607344+00:002418@FinanceJack44Finance Jack<p>Source: FinanceJack44 (X)</p>https://x.com/FinanceJack44/status/21076262962685379890.00502026-10-07T16:42:13.930544+00:002x.comusaigoogle2229https://pbs.twimg.com/media/HT_KmdKWoAAc-1v?format=jpg&name=smallImage2026-10-07T16:42:14.445772+00:002417@robinsonmeyerRobinson Meyer<p>That’s a far higher figure than previously thought. Pace is picking up: Half of those cancellations came in Q3. </p>https://x.com/robinsonmeyer/status/21076060819208153850.00502026-10-07T16:38:02.650137+00:002x.comaiusdata-centers2228https://pbs.twimg.com/media/HT-1-TYXUAAYWpi?format=png&name=smallImage2026-10-07T16:38:03.050009+00:002413@zerohedgezerohedge<p>AI is not winning the narrative war</p>https://x.com/zerohedge/status/21076407211090781990.00402026-10-07T16:15:43.119928+00:002x.comaius2224https://pbs.twimg.com/media/HT_YDd0WgAAn7Hl?format=jpg&name=smallImage2026-10-07T16:15:43.597552+00:002412@C_BarraudChristophe Barraud<p>Source: Christophe Barraud (X)</p>https://x.com/C_Barraud/status/21076875033983756870.00602026-10-07T16:11:00.195260+00:002x.comusheating-oildiesel2223https://pbs.twimg.com/media/HUACm4kXsAAJNum?format=png&name=smallImage2026-10-07T16:11:01.649410+00:002411@TheStalwartJoe Weisenthal<p>Source: Joe Weisenthal (X)</p>https://x.com/TheStalwart/status/21078211163832323170.00502026-10-07T16:06:47.162135+00:002x.comusbonds2222https://pbs.twimg.com/media/HUB8InEWIAAykWi?format=jpg&name=smallImage2026-10-07T16:06:47.658127+00:002410@litcapitallitquidity<p>Source: litquidity (X)</p>https://x.com/litcapital/status/21075420468356425780.00402026-10-07T16:01:50.949003+00:002x.comsp500nasdaqus2221https://pbs.twimg.com/media/HT9-UoGW4AA51vu?format=jpg&name=smallImage2026-10-07T16:01:51.970896+00:002405@TonyIsHere4YouTonyIsHere4You<p>Source: TonyIsHere4You (X)</p>https://x.com/TonyIsHere4You/status/21075399938874780790.00402026-10-07T12:39:48.647502+00:002x.comusdebt2216https://pbs.twimg.com/media/HT98X3aWcAAKTGy?format=jpg&name=smallImage2026-10-07T12:39:49.726888+00:002404https://www.linkedin.com/in/dan-runkevicius/Dan Runkevicius<p>FT reported this morning that SpaceX is getting ready to issue $30 billion in bonds, plus get $10 billion in bank loans, to buy Nvidia chips. The most obvious explanation is that SpaceX is just prepping cash for more capex burn.In the first half of 2026, SpaceX generated $3.5 billion of operating cash flow on $28.5 billion in capex. In Q2, negative free cash flow jumped 76% to $9 billion. And while the cash burn is growing, SpaceX's AI business is nowhere near break-even on operating costs, let alone after infrastructure spending. Now another possibility is that SpaceX decided to borrow as much as possible while it still has investment-grade status. After the IPO, S&amp;P rated SpaceX BBB. That's one notch above the lowest investment-grade rating, but it still opens the company to a wider pool of creditors and better financing terms. If you don't have that, you either pay more. For example, before merging with SpaceX, xAI had to raise $5 billion of unrated debt at a 12.5% fixed rate. Or you have to resort to some kind of financial engineering. Anthropic, for example, has financed its chips through a special-purpose vehicle backstopped by investment-grade Broadcom. SpaceX doesn't have to go through that, and that's its ticket to cheaper money. At least for now. Its post-IPO 2056 bonds are trading at 85 cents on the dollar and about 227 basis points over Treasuries, which is a spread more reminiscent of junk debt.</p>https://lnkd.in/p/grq4SPDe0.01002026-10-07T12:32:58.299493+00:001linkedin.comspacexusfundraising2215https://media.licdn.com/dms/image/v2/D4E22AQEdoF9Lrg-zIg/feedshare-shrink_480/B4EaEVW6AuH0Ao-/0/1791359689131?e=1793232000&v=beta&t=_g-0c3J0k5BAPQhE4EHxUVJqCrP4Nk-nM_pWLS7DOEcView image2026-10-07T12:33:00.328965+00:002402@ECOWARRIORSSGO GREEN<p>Source: ECOWARRIORSS (X)</p>https://x.com/ECOWARRIORSS/status/21074346015178919440.00702026-10-07T10:03:24.859586+00:002x.comforestsusclimate2213https://pbs.twimg.com/card_img/2107232059055816705/OEp6wfLo?format=jpg&name=small2026-10-07T10:03:25.871214+00:002394@AnilVohra1962AnilVohra1962<p>If the stock market were to fall just 30%, which is certainly plausible, the loss would be equal to three-quarters of the entire GDP of America.</p>https://x.com/AnilVohra1962/status/21077276112753993260.00402026-10-07T07:21:51.217784+00:002x.comgdpstock-marketus2206https://pbs.twimg.com/media/HUAnF5IakAAML7D?format=jpg&name=smallImage2026-10-07T07:21:52.509668+00:002392@JEBistlineJohn Bistline<p>Source: John Bistline (X)</p>https://x.com/JEBistline/status/21075343631769316040.00402026-10-07T07:09:16.166156+00:002x.comaieconomyus2204https://pbs.twimg.com/media/HT93VdSWsAA24HV?format=jpg&name=smallImage2026-10-07T07:09:16.719912+00:002381<p>Most U.S. stocks are down, but the market’s AI engine is firing on all cylinders.</p>https://www.wsj.com/finance/stocks/the-s-p-500-hits-a-new-record-high-powered-by-techand-not-much-else-66e017050.00502026-10-07T06:14:45.265012+00:0023wsj.comsp-500useconomy2375@scottlincicomeScott Lincicome<p>Without the tariffs, "goods prices would have fallen slightly."</p>https://x.com/scottlincicome/status/21075422911455109940.00502026-10-07T05:49:58.058058+00:002x.cominflationustariffs2191https://pbs.twimg.com/media/HT9-izgXYAAEerF?format=jpg&name=smallImage2026-10-07T05:49:59.097898+00:002373https://www.linkedin.com/in/josephelittle/Joe Little<p>1️⃣ A Fed hike, and 3+ more priced-in 2️⃣ 10y Treasury yields at 5%+3️⃣ Oil surging since JulyAnd 4️⃣ news headlines about the “existential risk” of AI Stock market resilience in the face of all that is… pretty incredibleAnd it’s down to booming profits (see chart from Bloomberg) But there’s a new problem: investors can now wait in cash or short duration and earn ~5%This leaves markets in a tricky balancing act: record high corporate profits versus concerns about higher rates, geopolitics, and a potentially faltering AI growth engine Stocks look resilient for now. But the real question is a simple one: what happens if profits slip?</p>https://lnkd.in/p/ev9m4f-W0.00502026-10-07T05:20:09.530084+00:001linkedin.comstocksaius2189https://media.licdn.com/dms/image/v2/D4E22AQECfHQVnaq03w/feedshare-shrink_160/B4EaEQA.BEJEAk-/0/1791270052215?e=1793232000&v=beta&t=06gRqXEFxsdBSKgXQ7GQZhc6swgchedpTcBerhkYOuUView image2026-10-07T05:20:10.484267+00:002365@RickPalaciosJrRick Palacios Jr.<p>Source: RickPalaciosJr (X)</p>https://x.com/RickPalaciosJr/status/21075023400016938040.00402026-10-07T04:29:06.999023+00:002x.commortgagehousingus2184https://pbs.twimg.com/media/HT9aNV4WoAEbpwH?format=jpg&name=smallImage2026-10-07T04:29:07.214175+00:002354Matthew Tan<p>Goldman: Diesel prices set to stay high through 2027 as refineries struggle to meet demand</p>https://www.cnbc.com/2026/10/06/diesel-oil-refinery-price-capacity-demand.html0.00402026-10-06T13:53:34.015071+00:0026cnbc.comgoldmanusdiesel2174https://image.cnbcfm.com/api/v1/image/108373013-1791266478874-gettyimages-2296179693-AFP_C97K8CE.jpeg?v=1791266489&w=240&h=180&vtcrop=yGoldman: Diesel prices set to stay high through 2027 as refineries struggle to meet demand2026-10-06T13:53:35.148515+00:002350@Peter_AtwaterPeter Atwater<p>Source: Peter Atwater (X)</p>https://x.com/Peter_Atwater/status/21074277602892882800.00402026-10-06T13:41:01.933806+00:002x.comownersworkersus2170https://pbs.twimg.com/media/HT8WYT6WYAA_vic?format=jpg&name=smallImage2026-10-06T13:41:03.336744+00:002349@AlexMalitasAlex Malitas, CFA<p>We often highlight these two charts. One shows that inflation has outpaced average hourly earnings since April 2020. The second shows how Wall Street views inflation versus how the average person does. The average person sees the prices of what they buy as 30% higher. Economists &amp; Wall Street see that yoy inflation isn't 9% anymore</p>https://x.com/AlexMalitas/status/21071279363272502670.00602026-10-06T13:32:12.272627+00:002x.cominflationuseconomy2168https://pbs.twimg.com/media/HT4FqfGXgAAYFBv?format=png&name=smallImage2026-10-06T13:32:14.698772+00:002169https://pbs.twimg.com/media/HT4FsCHWUAAGRbj?format=png&name=smallImage2026-10-06T13:32:14.734547+00:002343https://www.linkedin.com/in/wim-grommen-87aa7632/Wim Grommen<p>Kind of sounds like 2008... right before Lehman Brothers failed. The Federal Reserve Bank of New York has been visiting big banks to review their loans to private credit firms, with Fed officials going into J.P.&nbsp;Morgan, Wells Fargo, Barclays, and Morgan Stanley with questions about exposure, risk management, and collateral quality. This doesn’t happen unless there is noise coming from the repo desks. There’s a major financial institution at the threshold of not being able to fund itself on the Street. First check for the NY Fed is to identify which other institution(s) have material counterparty exposure.</p>https://www.linkedin.com/feed/0.00602026-10-06T10:25:57.240638+00:001linkedin.combanksfedus2163https://media.licdn.com/dms/image/v2/D4E22AQFiuC9IyQkxHw/feedshare-shrink_160/B4EaEQLP0.IUAk-/0/1791272746535?e=1792627200&v=beta&t=mzqKqTzu8EmO3oadrkEbVH42iJXsqbbBmexBmvA_1woView image2026-10-06T10:25:58.291925+00:002340@ychartsYCharts<p>US real estate stocks have fallen to their lowest level on record relative to the S&amp;P 500, completely erasing the relative outperformance they built during the early-to-mid 2000s housing boom.</p>https://x.com/ycharts/status/21072112737002458300.00502026-10-06T09:46:18.060129+00:002x.comstocksreal-estatesp500us2160https://pbs.twimg.com/media/HT5RfB3XEAAcz8-?format=jpg&name=smallImage2026-10-06T09:46:18.517380+00:002339@BirdywordMike Bird<p>Demand for corporate bonds and US equities now &gt; the pre-Global Financial Crisis binge after adjusting for inflation.</p>https://x.com/Birdyword/status/21071901720308370970.00402026-10-06T09:41:37.750100+00:002x.comuseconomy2159https://pbs.twimg.com/media/HT4-RaPXUAA-1Yr?format=png&name=smallImage2026-10-06T09:41:38.288446+00:002333https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi Letter<p>This is well above the long-term average of ~49 months and the median of ~38 months. By comparison, the longest period without a recession was between 2009 and 2020, at 128 months. All 5 of the most recent US expansions rank among the 7 longest economic growth periods since business cycle dating began in 1854. Unconventional monetary policy, historically large budget deficits, alongside the AI investment boom, appear to be extending the duration of business cycles. The data says the US economy is remarkably strong.</p>https://www.linkedin.com/company/the-kobeissi-letter/0.00502026-10-06T08:54:22.150019+00:001linkedin.comuseconomy2152https://media.licdn.com/dms/image/v2/D4E22AQGXAEWqVJVerg/feedshare-shrink_800/B4EaEQDvjNG8Ac-/0/1791270779366?e=1792627200&v=beta&t=Q25-XpgNcsoOU2TdVDw5KT_ZDxpXInaMTk-bFIeVNwsView image2026-10-06T08:54:22.621711+00:002329The US Treasury Department says it has alerted foreign financial institutions doing business with Iran or its financial sector that they may be sanctioned by Washington without notice. “Foreign financial institutions continuing to transact with sanctioned Iranian financial institutions could be targeted at any time without advance notification and should take immediate action to terminate such activity and relationships,” it said in a statement. “Foreign financial institutions could also be subject to civil and criminal enforcement penalties should Iran-related transactions cause US financial institutions or other US persons to violate sanctions,” it added. Treasury Secretary Scott Bessent announced “Operation Economic Outcast” in August in an effort to further restrict Iran’s access to global markets and pressure Tehran to agree on a deal to end the war.https://www.aljazeera.com/news/liveblog/2026/10/6/iran-war-live-yemen-forces-reclaim-strategic-port-city-mocha-from-houthis?update=50208360.00602026-10-06T08:09:03.482630+00:005aljazeera.comiranussanctions2304@JohnLeFevreJohn LeFevre<p>The only thing that outruns a $2 trillion deficit is AI-driven GDP growth.</p>https://x.com/JohnLeFevre/status/21069921863864405980.00402026-10-05T16:05:50.032052+00:002x.comdeficitaius2126https://pbs.twimg.com/media/HT2JfYaWcAAFwoV?format=jpg&name=smallImage2026-10-05T16:05:50.504148+00:002303@macropaperrThe Macro Paper<p>The bond market is breaking down.</p>https://x.com/macropaperr/status/21071385961511160510.00502026-10-05T16:01:30.424941+00:002x.comusyieldbonds2125https://pbs.twimg.com/media/HT4POE6bwAAwVCr?format=png&name=smallImage2026-10-05T16:01:30.697215+00:002296@yvessmithYves Smith<p>America Is Hurtling Toward a Power Grid Crisis</p>https://x.com/yvessmith/status/21071078385062748180.00402026-10-05T15:07:45.629533+00:002x.comuselectricity2119https://pbs.twimg.com/media/HT3zaeIboAAj6bW?format=jpg&name=smallImage2026-10-05T15:07:46.216248+00:002293<p>Spending is rising because prices are climbing and Americans are buying more stuff, despite long-running frustrations over inflation.</p>https://www.wsj.com/0.00502026-10-05T14:53:52.961127+00:0023wsj.cominflationconsumerus2116https://images.wsj.net/im-99103710?width=608&height=405The Mighty American Consumer Is Crashing Through Inflation and Driving Growth2026-10-05T14:53:53.675521+00:002285@PeterMalloukPeter Mallouk<p>Inflation is the silent thief. Over the last 30 years: $1 in purchasing power → $0.47. $1 invested in the S&amp;P 500 → $9.05 AFTER inflation. That gap is the power of ownership.</p>https://x.com/PeterMallouk/status/21070926922157224920.00402026-10-05T14:00:10.513663+00:002x.cominflationinvestmentus2107https://pbs.twimg.com/media/HT0gxoPXAAASUDZ?format=png&name=smallImage2026-10-05T14:00:11.977819+00:002284@CWRoehlChristian W. Röhl<p>This lack of market breadth can be seen as an alarm signal. Or as a short-term reflection of the Bessembinder study: Over the past 100 years, only 46 of 29,000 stocks have accounted for 50% of the total net increase in U.S. shareholder wealth.</p>https://x.com/CWRoehl/status/21068696151878577530.00402026-10-05T13:35:20.325399+00:002x.comstockssp500us2106https://pbs.twimg.com/media/HT0ZWA-WEAA5r5w?format=png&name=smallImage2026-10-05T13:35:20.795694+00:002283@TaxFoundationTax Foundation<p>Sources of US gov't revenue by tax type: 39.9% = Individual income taxes 24.0% = Social insurance taxes 16.8% = Consumption taxes 11.0% = Property taxes 8.3% = Corporate income taxes Explore the latest data: https://hubs.ly/Q04z2p_G0</p>https://x.com/TaxFoundation/status/21068447216245597750.00502026-10-05T13:30:10.416555+00:002x.comtaxrevenueus2105https://pbs.twimg.com/media/HT0EHATW8AAKOq4?format=jpg&name=smallImage2026-10-05T13:30:11.392681+00:002241@randal_olsonRandy Olson<p>On paper, the U.S. job market looks fine: 4.2% unemployment and low layoffs. Look closer, and it's frozen. Companies are hiring at 2012 levels, few workers quit, and people who lose a job stay out longer. Meanwhile, labor's share of output just hit a record low.</p>https://x.com/randal_olson/status/21067654790420647760.00602026-10-05T05:15:25.169712+00:002x.comusjobs2058https://pbs.twimg.com/media/HTy7_pVbIAAGBgb?format=png&name=smallImage2026-10-05T05:15:26.179684+00:002059https://pbs.twimg.com/media/HTy7_pYakAE19t0?format=png&name=smallImage2026-10-05T05:15:26.203935+00:002060https://pbs.twimg.com/media/HTy7_piacAEusOp?format=png&name=smallImage2026-10-05T05:15:26.226122+00:002061https://pbs.twimg.com/media/HTy7_pZbcAARK0j?format=png&name=smallImage2026-10-05T05:15:26.246596+00:002239<p>He also dismissed oil flows through the US-supervised route in the Strait of Hormuz as negligible.</p>https://www.aljazeera.com/news/liveblog/2026/10/5/iran-war-live-fighting-in-yemen-intensifies-tehran-says-ready-for-us-war?update=50173670.00302026-10-05T05:10:24.150700+00:005aljazeera.comirgcusiran2222@World_Insights1World Insights<p>Infographic</p>https://x.com/World_Insights1/status/21065498688397681710.00402026-10-04T19:02:07.442192+00:002x.comincome-inequalityuscounties2042https://pbs.twimg.com/media/HTuThS3b0AAgZsm?format=png&name=smallImage2026-10-04T19:02:08.124467+00:002184@BarchartBarchart<p>Provided by Barchart on (X)</p>https://x.com/Barchart/status/21064625420002428830.00502026-10-04T05:32:48.420165+00:002x.comusgdpdebt1989https://pbs.twimg.com/media/HTuohLlXQAAcoN0?format=jpg&name=smallImage2026-10-04T05:32:49.355192+00:002169@Valen10FrancoisFrançois Valentin<p>China is going to be nearly half of global industrial production in 2030. The US is only 11%</p>https://x.com/Valen10Francois/status/21060637210723783490.00502026-10-03T08:17:14.180456+00:002x.comchinaindustrialus1971https://pbs.twimg.com/media/HTo9yn1XAAATFL7?format=jpg&name=smallImage2026-10-03T08:17:15.717121+00:002152@texasrunnerDFWAmy Nixon<p>US National rent growth has been negative or flat since 2024 “But not in my market” I know, I know, if you’re in SF or NYC it’s not the case. Rate hikes can’t create more supply for you, sorry Anywhere we built has been correcting and doesn’t require further rate hikes</p>https://x.com/texasrunnerDFW/status/21060435558608775030.00402026-10-03T05:56:53.518228+00:002x.comusgrowthrent1953https://pbs.twimg.com/media/HTorc_CXEAAUCzt?format=jpg&name=smallImage2026-10-03T05:56:54.039577+00:002134@KushPatil_Kush<p>In 2008, the EU's economy was bigger than America's.Today, the US is 45% bigger, and Americans produce almost twice as much per person. What hurt Europe most: energy, regulation, or missing big tech?</p>https://x.com/KushPatil_/status/21059461371274408180.00402026-10-02T16:27:02.022947+00:002x.comuseueconomy1935https://pbs.twimg.com/media/HTmrAaRXEAAldnl?format=jpg&name=smallImage2026-10-02T16:27:02.974592+00:002131Manuel RapaloThere are consequences, regardless of what happens here. At the heart of this, again, as we’ve talked about, diesel is the lifeblood of the US economy, and what’s at stake is affordability for average Americans. If Europe does not release additional reserves, there’s the obvious concern that the supply of diesel will remain very tight and prices will remain very high. But there are also consequences if the United States moves forward with an export ban, which could keep prices very high in Europe and disrupt the global fuel supply around the world. So this is a delicate matter for the Trump administration and the White House. They’re trying to keep the global supply of diesel high so that prices can stay low, and they’re trying to avoid a larger disruption to global energy markets.https://www.aljazeera.com/news/liveblog/2026/10/2/iran-war-live-us-moves-2000-marines-to-middle-east-tanker-hit-in-hormuz?update=50085760.00702026-10-02T16:14:34.521219+00:005aljazeera.comusenergydiesel1932https://www.aljazeera.com/wp-content/uploads/2026/01/dhtKcdB-_400x400-1-1767783527.jpg2026-10-02T16:14:35.115427+00:00