Multiple job holders as a percent of the employed is currently 5.2% for the 2nd straight month.

In April, part-time employment (orange) contracted by most since April 2020 while full-time employment (blue) increased by most since March 2023

Chinese home prices are dropping faster than in Japan after its own bubble burst.

Still near record low home inventory.
Home builders are not incentivized to build on spec
Home owners have mortgages well below current rate
#FederalReserve is stimulating home price appreciation by leaving rates too high, further tightening housing market.

#CPI #inflation

As Powell just said in the FOMC press conference last week, and as I've been saying for a past year, this YoY trend in market rents is telling us where the Shelter component of CPI is headed -- zero.

Shelter is 33% of headline & 41% of core CPI.

It's currently +5.6% YoY.

Zero.

This company Anduril Industries will be one of the key companies, along with Parmentier, that will keep us safe against foreign advisary's.

🏦$725 billion Bernstein predicts #BTC ETF Flows will 'pick back up as ETFs become more integrated with private bank platforms, wealth advisors and more brokerage platforms'

Target Price is $150,000 by End of 2025

I tweet less and less about Palantir because the story for a long term generational company is clearer day by day

$PLTR

For context, $MSTR has acquired 157 $BTC per day since they adopted Bitcoin as their treasury reserve asset ⚡️

One Takeaway:

Warren Buffett has raised cash through the entirety of the secular bull market.

$SPX $SPY $QQQ $DIA #investing

Absoluely agree with Thomas (Tom) Lee (not drummer) FSInsight.com

Shelter inflation going to roll over in 2nd half

Equity options volume in India has nearly hit $40 billion, absolutely destroying the United States and the rest of the world

'NO,' #Buffett 's cash holdings are NOT extreme. Hence, they cannot be seen as a sign that one of the most-followed investors expects a market meltdown.
(Chart Graphite Advisory)