trying to recruit homeless people to help them with their plan, presumably for the invasion, is a hell of a plan. I can see a "inspired by true events" movie for this one.

His new thing
humilisinv.com

and in case you have never seen it here is the PMI with the SPX YoY. You can see how this time has been the biggest dislocation between the two in decades

and kind of by extension it does a good job of leading the SP500

Longer term it has been a leading indicator of the PMI

here is the 30-Day sma of all the data we have on it. you can see the seasonality and also how it has normalized post-covid

here is the same data without the 10-day smoothing. +0.49%

yeah for midterms the healthcare thing isnt going to bring out the voters, at least not before they lose the benefits and with a year to go.

their current strategy is weak at best

at least that is my view from the cheap seats lol

the only failing our military has had post WW2 has been one of leadership in Washington.

They have defended the US quite well, and anywhere they go they dominate the skies and the seas with no real issue, and on the ground their kill ratio is off the charts.

tax consumers at the same time you ship out other consumers. hell of a strategy

Barron is the new CEO of ADP lol

bsky.app/profile/davi...

bsky.app/profile/davi...