Locator: 49962SAVINGS.
I don't recall when I last post the US Savings Rate. But after this morning's job report and the recent booming MMF figures, I was curious.
Link here. If you look at the one-year or the three-year, the US savings rate might be concerning, but the five-year chart show nothing out of the ordinary.
Three-year:
Five-year:
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Flashback
From May 6, 2025
Locator: 48599ARCHIVES.
Noteworthy: even among
war-time presidents, I can't think of any administration that has been
more "amazing" than the current administration. Executive orders and
judicial over-reach: SCOTUS has effectively put a stop to the
craziness.
US personal savings rates, link here:
Measles: number of measles in Texas now goes over 700 cases -- 702 cases
- 91 with history of hospitalization
- two fatalities in children; neither had known underlying conditions
SCOTUS: with ruling on trans / military today, the
US Supreme Court telegraphs how it plans to thread the needle. I don't
follow the US judicial system to know the backstory, but I assume SCOTUS
is taking a page from the playbook of bygone eras. Perhaps from the FDR
era?
NBA tonight -- it's going to be tough to "beat" last night's games. Tonight:
- Pacers vs Cavaliers, early game;
- Warriors vs Timberwolves, late game
- Steph Curry vs Minnesota
AMD delivered: nice report. Link here. Certainly doesn't feel like a recession.
data center revenue has grown at a 56% CAGR over the past four years; link here;
PLTR: down 11% -- as low as 13% down -- today after absolutely crushing earnings ...
Super Micro: lowers guidance.
CHORD out with results.
DEVON out with results.
- "stunning" drop of 5,000 bopd oil volumes quarter / quarter in their Delaware Basin as per today's earnings release;
BRK, 1Q25, link here. Has anyone really looked at this graphic?
Lucid: shares rise; "earnings were good enough."
Senator John Fetterman, trending. And not in a good way.
India and Pakistan: war breaking out? This never would have happened under a Biden presidency.
Canada
/ US: to see Indian-Pakistani conflict across the continent; many
westerners will be shocked; the cost of mass immigration with zero
assimilation.
China is in deep financial trouble and Trump knows it.So do "thinking" Democrats.
RFK, Jr.: I may be whistling past the graveyard, but my hunch is RFK, Jr, will cause no long-lasting damage to health care in the United States. I can imagine some good coming from his craziness. But again, I may be whistling past the graveyard.
