Great piece—very timely. Your argument that the revisions to May and June payrolls (–250K jobs) likely reflect genuine economic softness, rather than political manipulation, is compelling—especially with corroboration from ADP (May +29K, June –23K) and the persistent ISM employment indexes staying below contraction thresholds. Looking ahead, I’m curious: if these trends continue—or if the August ISM readings stay under 50—what do you foresee as the next high-signal labor indicators to watch? Could employment-to-population ratios, average hourly earnings, or new unemployment filings reveal an even broader slowdown? And might this cumulative evidence shift the Fed toward a more dovish posture sooner than markets expect?

Nope.

I have to say I see truth in everything said here. I do find them to be less than appealing in my opinion. However I live in a smaller town, and there are a few even here running the roads. So I know they have sales and someone is buying them. I expect they had quite a backlog of preorders to fill. I personally know someone who placed a $10k deposit years back for one. I do believe the new & different novelty of the cybertruck will quickly fade and sales will flatline. Bullish on $TSLA

Never heard of this book, but it sounds like a good one.

Well George Burns lived to a 100 and he smoked and drank, so maybe you'll be just find.

Good analysis. Very thorough

Great read, very interesting. Thanks for sharing

Great read on $ENLV

Exactly right.

Yup. Correction completed.