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8/ Container ship count departures from China to the United States declining sharply
12/ Sharp rise in consumers who think business conditions will be worse in 1 year
15/ Tourists across the world are traveling less to the U.S. on a y/y basis
16/ Share of consumers making just minimum payments on their credit card sharply increasing
20/ US corporations earn roughly 6x revenue from China than the US exports goods to China
We work with procurement and supply chain teams at some of the largest companies in the world. Can confirm that the level of confusion and concern is off the charts right now.
Some of this started long before this fiasco, like housing paid for with cash. Trump is simply accelerating it
$SPY $SPX The S&P 500’s forward P/E ratio is 21.68x to start 2025. Historically, higher valuations have led to lower long-term returns.
Are we heading for muted gains? 
Here’s the historical context: 
#SP500 #Investing #Markets
Here’s the historical context:
#SP500 #Investing #Markets
And could all turn on a six pence/dime! … Buffet worked this out years ago( acted last year as he sold) he assuming Trump revisited his tariff thinking.
But did you see any negative signals in there?! 
Nice post, thanks for summarizing.
Nice post, thanks for summarizing.
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Ben Kizemchuk
@BenKizemchuk
Private credit absolutely gorging on risk while they tell you a recession is at hand
Watch what they do not what they say, folks.
Watch what they do not what they say, folks.
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PE is doing better than ever though. Marks havent moved. Time to put all public pensions in Dady Rowan's funds
Just a lot of worthless chart porn from a gaggle of PE swindlers…you’d be better off ignoring this “report”…or maybe if you have young kids, give it to them to color on.
Please follow
, he knows everything about the US stock market
I recently bought the stocks he recommended and I made $103,000 in 9 days
Sounds unbelievable? Why not pay attention for a while and observe??? 
