Defensive stocks (as a percentage of the S&P 500) are getting crushed. What does this mean?
Cyclical sectors are usually where the growth companies sit and they have been making up a larger and larger percentage of the S&P. That's an awful lot of concentration in growth names.
Is it sustainable? Who knows. It's something to watch.
The gap between home buyers and sellers continues to widen quickly in the USA. Something similar happened in 2006.
Mortgages with no down payment are back, too (to coax buyers back into the market).
Remember the last time we saw these kinds of mortgage deals? 2006.
https://www.europesays.com/de/149290/ Dm empfiehlt Kunden „einen Arzt aufzusuchen“ #Business #Companies #Companies&Markets #Deutschland #Germany #Markets #Märkte #Unternehmen #Unternehmen&Märkte
Venture capital is way down in Q1 2025.
Hmm, I'd love to know the source for the skew in this chart.
Will you put up with more economic pain because your team controls the executive branch?
At least 7 lawsuits are challenging the levies, the centerpiece of #Trump’s #trade policy.
#Tariffs must typically be approved by #Congress, but Trump claims he has the #power to act because the country’s trade deficits amount to a *national emergency*. He imposed tariffs on most of the countries in the world at one point, sending #markets reeling.
The plaintiffs argue that the 1977 International Emergency Economic Powers Act (#IEPPA) does not authorize the use of tariffs.
**It's not just US bonds. Governments around the world are facing spiraling debt costs.**
https://www.businessinsider.com/bond-yields-rising-japan-us-deficit-spending-debt-carry-trade-2025-5.
And yes, #Fentanyl is so dangerous, even most #Darknet #Markets and #Forums ban that shit for that reason alone and #dealers started to offer free Test Kits to check for it in their merchandise.
OFC, this is due to the #OpioidCrisis started with #Oxycontin / #Oxycodon and #criminalization isn't helping anyone.
“Asked about people putting bumper stickers on their #Teslas declaring they bought it before “Elon was crazy”, Musk said: “There are also people buying it because Elon’s crazy, or however they may view it. Yes, we’ve lost some sales, perhaps, on the left, but we’ve gained them on the right.”
Musk was *visibly shaken* when discussing the #activists’ campaign against him and his cars, saying they were “evil” and on the wrong side of history.
“What’s wrong with these people? *I’ve not harmed anyone*. So, something needs to be done about them. *A number of them are going to prison*, and they deserve it.” Asked whether he took the attacks #personally, he said: “Yes.”
Free market forces in action 
#Smith / #Markets / #FreeMarkets / #competition <https://archive.md/YGhkg> / <https://www.theage.com.au/world/north-america/bruised-and-angry-elon-musk-says-he-will-cut-back-on-political-spending-20250521-p5m0vm.html> (paywall)
「…… 尽管反对父权制，但其“解放”妇女的方式却与资本主义 “解放”劳动力的方式完全一样 —— 将劳动力纳入市场，赋予妇女成为老板的权利，让她们与其他任何性别、肤色或取向的“老板”平等地剥削更弱的弱者。所有这一切都高举着华丽的 “解放”大旗。
同样，多偶制可以被宣称为对保守窒息的抗议，但事实上只在复制吸血鬼的秩序。市场感兴趣的是主体对新欲望对象的长期渴望和持续消费。从这些欲望中产生的 “爱”类似于快时尚。它既不追求高品质，也不强调长期依恋，因为真挚的情意和稳定亲密的关系状态都会制约过度消费和经济增长。」
……
下载打印版和演示版：
https://iyouport.notion.site/1f734ca2d46d80bba91ce1e84d643193
An explosion, when regulated, becomes an engine. The same is true of markets.
An explosion, unregulated, is a weapon of mass destruction. The same is true of markets.
When Adam Smith talked about "free markets", he meant free of economic rents (paying people to own things), not free of regulation.
@tetora_san you should ask #China instead, as the (main) question is "Is the primary problem with free #markets moral, economic or both?" https://www.washingtonpost.com/books/2025/04/19/capitalism-critics-john-cassidy-review
In the end it is always the gravitational pull of the bond market that brings a politician back down to earth with a thud.
**The U.S. just lost its last pristine credit rating. What that means for markets.**
_“On Friday, Moody’s said successive U.S. administrations and Congress have failed to agree on measures to reverse a trend of large annual fiscal deficits and growing interest costs, adding that it doesn’t believe that current fiscal proposals under consideration will result in significant multiyear reductions in mandatory spending and deficits.”_
#USA #US #UnitedStates #Credit #Debt #Markets #Economics @economics
**All Four Pillars of the Bond Market Are Trembling Simultaneously**
https://goldbroker.com/news/four-pillars-bond-market-trembling-simultaneously-3541.
Demand for diamonds is down, the price is down, and De Beers' earnings are down.
Fewer Americans are carrying a balance over from month to month on credit cards. The growth rate of consumer debt is slowing, too.
People in the US might be more cautious about borrowing money than they have been in the past. Or, they might be tightening their budgets. Or both.
US inflation woes _might_ not be over yet and we may not have seen the higher prices from tariffs yet, either.
Coming this summer to a store near you! 
https://www.europesays.com/2078325/ Trump Wanted to Close This Wall Street Tax Loophole. Republicans Left It Out. #business #Economy #markets #WallStreet
https://www.europesays.com/de/110197/ Immense Schuldenlast: „Pfeifen auf dem letzten Loch“ – Ökonom Sinn warnt vor Staatsbankrott der USA #Business #Companies #Companies&Markets #Deutschland #Donald(geb.1946) #Germany #HansWerner #Markets #Märkte #Newsteam #sinn #Staatsanleihen #texttospeech #Trump #Unternehmen #Unternehmen&Märkte #USA
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