RealJohnGaltFLA
@RealJohnGaltFla
I've always wanted to see the 1930's, just not from the German perspective. Host of MacroEdge X-Spaces. On Telegram:https://t.me/johngaltfla_posts
But sometimes Wall Street separates from the underlying economy and loses touch with economic reality. Is the consumer really that strong? Link in reply...
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Detroit's Big Three Automakers Oppose U.S.-Japan Trade Deal, Says Trade Group
AP: The trade agreement reduces U.S. customs duties on Japanese cars to 15%
Pretty awesome.
NEW: Tom Homan responds to @IngrahamAngle live on @FoxNews after Hunter Biden says “fu*k you” to Americans who are upset by illegal immigration: Homan: “I don’t really care what the former First Drug Addict thinks.”
Even the bond market is excited about the 15% tariff! a 5-Yr JGB rate is rising 7 bps.
Farm View Ventures recently filed a foreclosure affidavit for the property located at 1325 G Street NW in Washington D.C. Purchased in 2017 for $193.5M. Purchased in 2019 for $175M. $112M loan became nonperforming in October 2024 due to a maturity default. 305K SF Built 1969…
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JAPAN’S TOP TARIFF NEGOTIATOR AKAZAWA POSTS ON X: “MISSION COMPLETE.”
Let me just add this to the water table… Bill Pulte would be an exceptional pick to run the Federal Reserve. He is crushing it at Fannie/Freddie and deeply understands rates. I think the next Fed Chair needs to be: someone who understands rates because they actively…
Let me just add this to the water table… Bill Pulte would be an exceptional pick to run the Federal Reserve. He is crushing it at Fannie/Freddie and deeply understands rates. I think the next Fed Chair needs to be: someone who understands rates because they actively…
Japanese insurers and banks see the deal announced with the lame duck Prime Minister and reply: ファックユー
This might be one of the most insane reports ever produced by a U.S. Think Tank, and that’s saying something. The Hudson Institute just published a 128-page blueprint titled “China after Communism: Preparing for a Post-CCP China,” edited by Miles Yu (director of the Institute’s…
$TXN ⚠️ Signs: DSO & DII Rising Amid Growth •DSO climbing = slower cash collection, risks revenue booked but unpaid •DII at 240 days = inventory piling up, overstock & slow sales •Both signal WEAK demand
⚠️ $TXN Earnings 🚩 (Q2 2025) 📉. Stock -7% AH 🔻 Op. Cash Flow: Down -16.5% YoY 🔻 Free Cash Flow: Negative ($-14M) 🔼 Inventory: $4.7B (DII 240) ⬆️ Receivables likely rising → DSO ↑
Breaking news: US reaches trade deal with Japan. 15% tariffs is a positive for markets (ikr…) Japan and US stock futures rising early in Asia Pac
A DII of 240 days exceeds the AI chip corps avg. of 90-120 days, hinting at overproduction or declining sales, which contrasts with optimistic industry growth projections and may reflect sector-specific challenges like softening demand in automotive and consumer markets. $TXN
$TXN ⚠️ Signs: DSO & DII Rising Amid Growth •DSO climbing = slower cash collection, risks revenue booked but unpaid •DII at 240 days = inventory piling up, overstock & slow sales •Both signal WEAK demand
Several Las Vegas resorts, sniffing visitation downturns during the summer months, have begun offering discounts resort fee moratoriums to generate business. reviewjournal.com/business/casin…
Utica Township Volunteer Fire Fighters Association Files Chapter 11 Bankruptcy 🚨 BANKRUPTCY FILING ALERT 🚨 UTICA TOWNSHIP VOLUNTEER FIRE FIGHTERS ASSOCIATION Chapter 11 - SOUTHERN DISTRICT OF INDIANA Filed: July 22, 2025 Case No. 25-90840 📊 Assets: $1M-$10M | Liabilities:…
The O&G workforce is about to get a bit messier out there. - - Hiring freeze at Halliburton - - ConocoPhillips - just a countdown to layoffs. - - Chevron/Hess - Damn it's so messy already and it's not official yet. and today.... - - EnerSys just cut 11% of its non-production…