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CONFUSED ABOUT THE US ECONOMY? HERE'S WHY.

A fantastic chart from Hedgeye and Bloomberg, depicting the strong divergence of Hard and Soft data.

The actual ("hard") data--especially in the form of "economic surprises" (to the upside or downside)--have been steadily improving since mid-March 2025.

Meanwhile, the sentiment ("soft") data has fallen off a cliff since late January 2025.

LESSONS:

- To succeed as an investor and/or saver, learn to place facts over feelings.

- Trust the hard data... not histrionic, politcally-motivated opinions.

- Invest in the future, not in the present or (especially) the past.

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Discussion

Logen 9mo ago

If this face 🥴 was a chart

Weird Mike Jerkovic 9mo ago

should have gone for economics instead of software engineering.

now I don't understand what any of this means.

Do I buy or sell Tesla stocks?

#shitpost

nostr:nevent1qqspqxxu9z4fzxujgf3ssph7r98g785aprg7yqj9xnwjprqkg8w4tmqpz4mhxue69uhkummnw3ezummcw3ezuer9wchsyg9hn9kps0srdhe8sq55twqthhytp06ewxmxyx5xhu6knsejz9ls05psgqqqqqqsyjwgpg

Merc Clowdrunner 9mo ago

Can some one explain this, in simpler terms?

bitChomsky 9mo ago

Go long based on fundamentals. Ignore the high time preference hype.

Merc Clowdrunner 9mo ago

Thank you

C. T. 9mo ago

I have heard banks are starting to sober up to reality and their extend and pretend that their commercial real estate cap rates haven’t blown out isnt doing them any favors.