NewNameToUse

[Watcher.Guru @WatcherGuru]

BREAKING: 🇺🇸 US inflation rises to 3.8%, higher than expectations.

[duck says @ducksays]

boomers right now that are forced to lower their home prices by 5%

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US CPI inflation officially rises to +3.8%, its highest level since May 2023, amid surging oil prices.

In just 6 months, US gas prices have risen +65%.

For the first time in 3 years, US inflation is outpacing US wage growth.

US consumers are losing purchasing power.

[unusual_whales @unusual_whales]

BREAKING: Inflation is once more rising faster than paychecks, per WSJ

[Rob. @Robfrfr]

They out here charging $20 for 8 wings. I don’t give a fuck about no aliens right now

[MacroEdge @MacroEdgeRes]

U.S. consumer sentiment fell to a record low in early May as Americans grew more concerned about inflation, rising gasoline prices and the impact on household finances

i-shaped economy

#MacroEdge

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Trade Desk, $TTD, falls over -20% after posting weaker than expected earnings.

The stock is now down -85% since December 2024 in a historic corporate collapse.

[Patrick De Haan @GasBuddyGuy]

Just spotted $6.70 diesel in Northwest Indiana. Expect to see more of this as the weekend progresses.

[zerohedge @zerohedge]

*MODERNA IS WORKING ON EARLY-STAGE HANTAVIRUS VACCINES

here we go

[Investing.com @Investingcom]

⚠️BREAKING:

*U.S. MAY MICHIGAN CONSUMER SENTIMENT FALLS TO 48.2; EST. 49.7; PREV. 49.8

*LOWEST LEVEL ON RECORD

🇺🇸🇺🇸

[Dexerto @Dexerto]

Nintendo are increasing Switch 2 prices starting September 1 worldwide and May 25 in Japan

US: $449.99 → $499.99
Europe: €469.99 → €499.99
Canada: $629.99 → $679.99
Japan: ¥49,980 → ¥59,980

[Washingtons ghost @washghost1]

They now got stores within stores to deter theft

[The Kobeissi Letter @KobeissiLetter]

We truly are witnessing history right now.

It's clear that the period we are in now will be referenced for decades to come.

The S&P 500 has added +$10 trillion in 29 days, semiconductor, AI stocks are surging 100%+ in weeks, and the Trump Administration is up +550% on Intel.

When we began emphasizing the need to own assets to win in this market over 12 months ago, this is exactly what we meant.

While inflation is back and the labor market has weakened, it simply does not matter right now.

In fact, the return of inflation has only intensified the scramble for yield and hard assets that can preserve purchasing power.

Look at the data: just 5 stocks have accounted for ~50% of the S&P 500’s total gains since April 1st.

These same tech giants driving the market higher are gaining even more momentum amid rate cuts, deregulation, and historic inflows into equities.

Asset owners are experiencing one of the greatest wealth expansions in modern history while everyone else is being left behind.

Our 12+ month thesis has materialized.

[Leading Report @LeadingReport]

JUST IN: US unemployment is now 4.3%, per AP.

[Gemini @Gemini]

JUST IN: Credit card debt reaches a record high of $1.3 trillion

[MatrixMysteries @MatrixMysteries]

A Chicago resident filmed city crews replacing damaged water pipes near his home.

The pipes were caked in grime and corrosion.

This is the drinking water we’re told is “safe.”

[Watcher.Guru @WatcherGuru]

Moderna $MRNA says it is working to create Hantavirus vaccine.

[NewNameToUse @UseToNameNew]

@WatcherGuru

[unusual_whales @unusual_whales]

BREAKING: Michael Burry says the market today feels like 'the last months of the 1999-2000 bubble'

[First Squawk @FirstSquawk]

HASSETT DESCRIBES THE JOB MARKET AS 'RIP-ROARING.'