pgw

[StoryVector @StoryVector]

They say the consumer is resilient. The data says $1.28 trillion in credit card debt with a 21% APR... Borrowed vibes don’t last forever.

Is the system broken, or working exactly as intended?

#Macro #Debt #GGFed #Money

[StoryVector @StoryVector]

Why You Feel Broke.

We traded purchasing power for seamless experiences and the receipts are catching up. An $18 item hitting $25 (fees included) isn't just inflation. It’s a trap.

Welcome to the 2026 friction economy. Stop asking the Fed. Ask your DoorDash history. 🛵

[StoryVector @StoryVector]

Your daily life has a subscription fee, and the billing department is currently in the Strait of Hormuz...

[StoryVector @StoryVector]

Why rate cuts are dead...

[pgw @pweinberg]

The market’s parachute just hit a shredder…🧚‍♂️🧨

[StoryVector @StoryVector]

4 rate cuts? Now it's maybe one. 🦄📉

Hormuz blockade, sticky PCE, and a cooling labor market just shredded the market's parachute.

The AI Wizard can't conjure margins from thin air. The math doesn't care about the fairy tale.

Full 3-min reality check: https://t.co/Z1PccvZCXV

[pgw @pweinberg]

Gas is about to spike...

[StoryVector @StoryVector]

Gas is About to Spike ⛽️⚡

The national gas average just hit $3.20 as the Strait of Hormuz officially becomes a geopolitical choke point.

This supply shock pushes gas toward $4.00+ fast...

#GasPrices #Macro #OilPrices #Inflation #StraitOfHormuz

[pgw @pweinberg]

The Economy is a Tale of Two Zipcodes... one is buying the dip, the other is buying the groceries. 📉🚩

[StoryVector @StoryVector]

Two Zipcodes. One K-Shape Economy. The 80% are checking gas prices while the 1% are checking wind speed in St. Tropez. 🏘️🌪️

[pgw @pweinberg]

At a $4.6 trillion market cap, NVDA is basically a G7 member that just hasn't designed its flag yet... 📉🚩

[StoryVector @StoryVector]

$NVDA earnings hit Wednesday (2/25/26) after the close. 🌐⚡

[pgw @pweinberg]

The official jobs growth narrative was just shattered... 📈🚀

[StoryVector @StoryVector]

Jobs Gaslight: Capex > Headcount 📉🏛️
The official jobs data just got quietly revised.

[pgw @pweinberg]

The blue vest is just a UI for a $1 trillion tech stack… 🛒⚡

[StoryVector @StoryVector]

Aspen Vibes, Aisle 4 Budget.

$WMT is a "budget hacking" and margin expansion story and the earnings report hits tomorrow (2/19) before the open. 🛒📈

[pgw @pweinberg]

The link between hiring and profits is officially untethered…📉🚀

[StoryVector @StoryVector]

The US economy just pulled off the ultimate do more with less magic trick. The economy is winning without the team. 🥇👻

[pgw @pweinberg]

The seat-based model is officially on thin ice…📈🚀

[StoryVector @StoryVector]

It’s officially a SaaS avalanche. The business model that built the last decade of tech just got rugged by agentic AI.

This isn't a healthy correction—it’s a structural rotation away from legacy software.

[pgw @pweinberg]

The other ‘493’ are finally waking up. Rotation is the lifeblood of a bull market... 📈🚀

[StoryVector @StoryVector]

Profits move prices. Period. 📈🏛️

The S&P 500 just delivered 13% earnings growth for Q4, crushing expectations of 8% (59% reported as of 2/6/26).

The scoreboard is out. 🧵👇

[pgw @pweinberg]

It’s not just a vanity play…

[StoryVector @StoryVector]

The $8 Million Super Bowl Ad. Worth It? 🏈

While 127 million people are watching the broadcast, 70% of them will be looking at a second screen during the game. The TV ad is the spark, but the permanent cultural shift happens in your feed.

[pgw @pweinberg]

The AI buildout requires 3x the silver used in legacy hardware…

[StoryVector @StoryVector]

Digital gold is hitting a physical wall in the data center. 📉 AI runs on atoms, not smart contracts.

Silver: up ~200% YoY.
ETH: down ~40% YoY.

[pgw @pweinberg]

Liquidity flows until it doesn't. 💸 6.7% delinquency is a fact, not a feeling. When the average buyer is $7K underwater, the soft-landing story starts to lose its tires. 📉

[StoryVector @StoryVector]

The soft-landing narrative is meeting some significant friction in the driveway. 📉
· 29% of trade-ins are underwater.
· Average owed: $7K+.
The consumer is on the ropes. 🥊

[pgw @pweinberg]

Wall Street is celebrating over 4.3% GDP while most of us are just trying to survive the cereal aisle... 🥣

[StoryVector @StoryVector]

Welcome to the Vibes Paradox. 🧵👇

The scoreboard says 4.3% growth. GDP is booming and Wall Street is carving out fresh all-time highs.

Yet we’re entrenched in decade-plus lows for consumer confidence.

How can the data be so right, but the vibe be so wrong?

#Macro #GDP

[pgw @pweinberg]

Trading the bulk detergent aisle for a $200M monthly gold habit and a side of rotisserie chicken... 📈🍗

[StoryVector @StoryVector]

Gold bar with that rotisserie? 🍗💰

Gold is trading above $5,000 today. Costco is clearing $200M in gold every month, even with prices up ~85% YoY.

But the real story isn't the retail FOMO. It's the institutional pivot.

The New Gold Standard is here. 🧵👇

[pgw @pweinberg]

Greenland isn't about real estate...

[StoryVector @StoryVector]

Greenland. It's the firewall for Western AI.

While Davos argues politics, the smart money is watching the geology.👇

[pgw @pweinberg]

I keep checking for my Davos invite. Must have gotten lost.

[StoryVector @StoryVector]

Davos sells Doom. Buy the Zoom. 🚨

Every January, the elites gather in Switzerland to predict the future. And every January, the Davos Indicator maintains its track record... of being hilariously wrong.

Here’s the proof 🧵👇