@NorthmanTrader Sven, you should know by now that the US payrolls # is vastly rigged by every metric known to man. It is worse then any set of chinese data, way more rigged.
@PronkDaniel Cloud prices are insane now. 10 years ago, cost saving made sense but now, a lot of companies are moving back to having their own infra as hosting prices have gone sky high.
@zerohedge We are in the extra innings economy right now. The speculative gorge has been stretched and Vegas is always the first to feel it. You should see the new shitbox $500k homes near Nellis AFB. 2008 was just batting practice. 2026 a financial nuke goes off and LV is ground zero.