Money & Economics

Drip, drip, drip

Consumers are ‘running out of money’ and cutting back, CEOs warn.

“They’re literally running out of money at the end of the month,” Kraft Heinz Co. Chief Executive Officer Steve Cahillane said in an interview this week. “We’re seeing negative cash flows in the lower-income brackets where they’re dipping into savings.”

“The war in Iran amplified consumer concerns about the cost of living,” Whirlpool Corp. CEO Marc Bitzer said Thursday on a call with analysts.

In fast food, McDonald’s Corp. CEO Chris Kempczinski said confidence among shoppers isn’t improving and may be getting worse. The Chicago-based company cited “heightened anxiety” and gas prices that disproportionately impact low-income consumers.

 
How do you think this will turn out?





7 companies using circle jerk financing are the only thing keeping the markets and the economy floating. This is how they’re doing it

 
Big Tech cash is disappearing at a RAPID PACE:

Combined free cash flow across Microsoft, Alphabet, Amazon, Meta, and Oracle is projected to FALL more than -70%, to ~$100 billion, by the end of 2026.This figure peaked at ~$250 billion in early 2024, even as trailing net income continues surging toward a record ~$450 billion.

This comes as AI capital expenditure is consuming nearly every dollar, with the combined 2026 CapEx expected to surpass $715 billion.In simple terms, these companies are reporting record profits on paper while simultaneously running out of actual cash, forcing them to issue a projected $175 billion in new debt in 2026 alone, more than 6 times the pre-AI cycle average, according to BofA.

When earnings and cash flow move in opposite directions this aggressively, equity valuations built on earnings alone become extremely fragile.



 
The U.S. Treasury will likely have borrowed more than $2 trillion by the end of the fiscal year—a figure described as “beyond scary” by budget hawks.
https://bit.ly/3OLMra4

U.S. Treasury will have to borrow $2 trillion this year just to continue functioning—more than $166 billion every month​


 
You spam post here, but the summary of everything ever is that the folks that cause 10x the damage to the enemy and sustain 1x the pain are winning. Those that complain about the 1x damage are not fit for anything because it's not a strategy for anything.

Regardless of the sock color currently occupying the Uniparty, it's a better value structure than Islamists that have declared war principally on the US, and more broadly on anyone not subject to their version of Islamist subjugation.

People who want Jihad should get it- good and hard. The main problem is that cowards neglected Iran for the last 40+ years creating the current mess. The right time to oppose evil/stupid/corrupt is always now. That could be 40 years ago, or now. Fat, lazy, sensitive Americans might not like that reality, but reality doesn't care about their fat, lazy, sensitive feelings.
 
Last edited:
  • Exclamation
Reactions: David L
redpoint5 said:
You spam post here, but the summary of everything ever is that the folks that cause 10x the damage to the enemy and sustain 1x the pain are winning. Those that complain about the 1x damage are not fit for anything because it's not a strategy for anything.

Regardless of the sock color currently occupying the Uniparty, it's a better value structure than Islamists that have declared war principally on the US, and more broadly on anyone not subject to their version of Islamist subjugation.

People who want Jihad should get it- good and hard. The main problem is that cowards neglected Iran for the last 40+ years creating the current mess. The right time to oppose evil/stupid/corrupt is always now. That could be 40 years ago, or now. Fat, lazy, sensitive Americans might not like that reality, but reality doesn't care about their fat, lazy, sensitive feelings.
Click to expand...


Um, this is the money/econimics thread…

Point me to a spam post

You have no idea of my background

Trump is right and everyone before him for 40 years, including the military, is wrong. Got it.
 
  • Haha
Reactions: David L
redpoint5 said:
You spam post here, but the summary of everything ever is that the folks that cause 10x the damage to the enemy and sustain 1x the pain are winning. Those that complain about the 1x damage are not fit for anything because it's not a strategy for anything.

Regardless of the sock color currently occupying the Uniparty, it's a better value structure than Islamists that have declared war principally on the US, and more broadly on anyone not subject to their version of Islamist subjugation.

People who want Jihad should get it- good and hard. The main problem is that cowards neglected Iran for the last 40+ years creating the current mess. The right time to oppose evil/stupid/corrupt is always now. That could be 40 years ago, or now. Fat, lazy, sensitive Americans might not like that reality, but reality doesn't care about their fat, lazy, sensitive feelings.
Click to expand...
It is hard to keep up with all that @bigredfish post...for me that is, and I post alot IMO, or should I say reply alot, lol He is very active on X, Elon loves him, haha...I don't even have an account there...don't have to, bigredfish brings me all the news, lol

Like any news, I take in what applies to me and the wife and throw out the rest...I have limited storage space in my head these days with my small brain, lol
 
You must log in or register to reply here.
Top Bottom