Michael Renaudin

Amazing run. Truly the one, daily source we had for hard data backed by integrity. Look forward to your other work. Thank you!!!

Researchers Are Hunting America for Hidden Datacenters The nonprofit research group Epoch AI is tracking the physical imprint of the technology that’s changing the world.

Eerie and fascinating www.404media.co/researchers-...

"may even need termination"....may? It should never have been allowed. Gambling should be a schedule I drug.

Weakening mortgage apps for purchases suggests all those hoping for a big housing rebound in response to lower rates are likely to be disappointed.

bobeunlimited.substack.com/p/housing-ma...

So this court is hell bent on setting a precedent that precedent doesn't matter. This should make drafting legal briefs a breeze: Hey, we don't think this is cool. Do you current judges dig it or not?

Indeed. I forgot @loganmohtashami.bsky.social's ever present qualifier..."with duration"!

Those permits. Ouch. Hopefully the near 6 rates will turn that around in the coming months.

Is this a wish or just an observation? If it’s the former, that’s not very nice!

Recession Watch Metrics Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I...

Recession Watch Metrics www.calculatedriskblog.com/2025/09/rece...

Agism runs rampant in VC investment decisions.

Not only does empirical evidence contradict such thinking, but it's unethical behavior which runs directly counter to the core American values of equal opportunity.

mitsloan.mit.edu/shared/ods/d...

Do Something About It For Ohio YouTube video by Sherrod Brown

It’s official: Former senator Sherrod Brown (D-Ohio) says he’s running for the Senate seat held by Republican Jon Husted, who was appointed to replace JD Vance. youtu.be/rzrV75TX160?...

I’ve agreed for a while that this is going to be a spectacular mess. I still think private credit will smack Wall Street (and everyone else) in the face first.

Goldman: “We find that US consumers had absorbed 22% of tariff costs through June but that their share will rise to 67% … This implies that US businesses have absorbed more than half of the tariff costs so far but that their share will fall to less than 10%”

More inflation coming!

Will be interesting to see how the 10yr fluctuates based on counting help wanted signs on Main Street USA now.

Any of Dems’ difficult Senate hopes next year go through North Carolina.

I posted this over two years ago. And that green line is correcting. People just underestimate how long it will take and how boring it will be.

Tim is on the RT indirect payroll. Trump is turning on Putin vis-a-vis Ukraine. Is it any surprise that Putin proxies are turning on Trump?

Glad you'll have a chance to bring some sanity to the masses. We're all swimming in a sea of economic doom porn backed by no data or spurious data at best. Break a leg!

Nice! Have you done a major network like this before?

The Halo Effect. Oldest trick in the book.

At the end of the day, isn't it all just demographics?

So does this mean we are likely to see PPI (and then CPI) go up during the second half of the year as Q1/Q2 pre-tariff stockpiling runs out?

I like to remind people that when the combine harvester was invented, 70% of the US population worked on a farm; not just "in farming", literally on a farm. Today? 1.2%

My dad said the same. It turned out that the best things that ever happened to me ALWAYS happened after midnight 😄

Colorado workers at 4 Safeway stores and a Denver distribution center go on strike Grocery workers involved in the strike work at stores in Estes Park, Fountain and Pueblo. More expected to join this week.

Labor force demographics plus decreased immigration equal wage pressures again?

coloradosun.com/2025/06/15/c...

These are the people that make America great 🇲🇽🇺🇸

Bingo 👇

The latest HaMMR has dropped: "Tides Turning."

Check out our key takeaways and link below for our breakdown last week's biggest data releases and what they mean for the outlook.

#EconSky

Great podcast! When you said that if we have a recession unemployment might go up but "not as much", I agree. I've been leaning on this chart for a few years now. We could very well have a low unemployment recession (whatever that looks like🤷‍♂️).

The implications of a flagging labor force are disconcerting. It means serious disruptions to businesses that rely on immigrant labor, ranging from construction and agriculture to hospitality and retailing. It also means higher inflation, just when the higher tariffs are set to push up prices.