<Part 4 of 5> News and my thoughts from the past week (06Oct25) - Soya, Mag7 & debts
News and my thoughts from the past week (06Oct25)
Soybean farmer: I get up one morning, I turn the news on and we gave $20 billion of taxpayer money to Argentina, my competition. And then the Chinese buy $12 or $14 billion worth of soybeans from the Argentinians. - From X user FactPost
In the coming economic challenges, the Federal government’s fiscal mismanagement is going to add to the complications. Money printing, monetary misappropriation, and fraud are funnelling the country into a cocktail of challenges like social and ideological divide, geopolitical tensions, tariffs, military conflicts and more. Let us brace ourselves. What should we do to prepare ourselves as global citizens?
The Mag7 have driven 60% of the S&P 500 gains in 2025. Combined, these firms employ just 1.6m Americans. The logistics, construction, manufacturing, auto, and energy sectors employ 38m Americans and are giving off recession-vibes. These jobs are at risk as the economy deteriorates. The stock market is not the economy. - Craig Fuller
Construction contractors are getting HUNGRY. Everything from framing to painting to roofing to trim carpentry. Talked to a cabinet builder yesterday: “This is the first time in 20 years I’m not on a job and don’t have another job on the schedule.” We’re in a silent recession. - X user Nick Huber
It’s not a silent recession. It’s just that the stock market, Fed, Administration, and Congress are so disconnected from Main Street that they have zero idea that the economy is crumbling. And because of this disconnect, it means that there is no rescue package coming. - Craig Fuller
Fake job postings are 18-40% of what you see listed, according to studies. - 40% of companies posted fake job ads this year (ResumeBuilder, August 2025) - 27.4% of U.S. LinkedIn postings are “ghost jobs”, September 2025) - 18–22% of Greenhouse listings are fake (Quartz, January 2025) - 30% of companies had one or more active ghost job listings at the time (ResumeBuilder, Aug 2025) - Los Angeles leads U.S. cities with 30.5% fake job posts (Entrepreneur analysis, Sep 2025) - Nearly 1 in 3 job postings may be ghost jobs, per multiple analyses (2024-2025) - X user Amanda Goodall
A line graph showing the US National Debt in trillions from 2023 to 2025. The y-axis ranges from $36.3 to $37.9 trillion, and the x-axis marks dates from 7/14/23 to 10/1/25. A blue line tracks the debt increase, with a red dashed line indicating a $1.7 trillion rise from July 3, 2025, to October 1, 2025. Text overlays include "$36.3" at the start, "$37.9" at the peak, and "$1.7 Trillion increase (July 3, 2025 to October 1, 2025)". A watermark reads "Creative Planning @CharlieBilello".
The US National Debt has increased by $1.7 trillion since the Debt Ceiling was raised just 3 months ago. - Charlie Bilello
US employers have already cut nearly 1 million jobs this year, the largest number of layoffs since 2020, per MorePerfectUnion
BREAKING: “Serious” credit card delinquencies hit highest level in 14 years. - Polymarket
54% of Americans, down from 60% in 2021, have a positive opinion of capitalism, while a steady 39% view socialism positively, per Gallup.
AI exposure by industry - by Goldman Sachs
Only 35% of Americans now consider college “very important,” down from 53% in 2019 and 75% in 2010, per Gallup.
This is one of the MOST EXPENSIVE markets in history: The S&P 500 is OVERVALUED on 19 of 20 valuation metrics, according to BofA. S&P 500 Market Cap/GDP is now 163% ABOVE its historical avg. For Shiller P/E, the index is 116% ABOVE the avg. - X user Global Markets Investor
Elon Musk sitting in a crowd, looking downward with a serious expression. The image includes a watermark from Getty Images.
For the first time in two decades, China bought no soybeans from the United States for two consecutive months and, more importantly, has no orders in for the coming peak season. - Forbes
Black background with white text reading "AI Data Centers Are Sending Power Bills Soaring" in large font. Below, smaller text states "Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers. That\'s being passed on to customers." No additional visible elements.
Modify on 2025-10-05 15:32
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