The latest ISM Manufacturing PMI, released Wednesday, Nov. 26, dipped again to 48.7, firmly in contraction territory. Another month, another reminder that U.S. manufacturing is still fighting real headwinds. Zoom out, and the pattern is unmistakable: This isn’t a short-term wobble. It’s a decade-long divergence that’s reshaping America’s economic engine. I break this down in…
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As November 2025 slips away, the U.S. economy is in a delicate spot. Signals are mixed, and nobody’s breathing easy. Labor Market: Losing Steam September brought 119,000 new jobs, not disastrous, but hardly reassuring. The unemployment rate hit 4.4%, marking a four-year high. Hot spots remain (health care added 43,000 positions; restaurants and bars tacked…
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After ten years dissecting the data, my new research on the Crypto Power Five Index exposes the raw truth behind crypto as a “diversifier.” Yes, the numbers are wild: astronomical returns in bull years, but volatility so outsized it dwarfs even Bitcoin. On paper, crypto and stocks barely correlate. But in reality? Diversification without risk…
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Today, reports suggest parties may be close to an agreement to reopen the federal government, ending a 40-day impasse that’s already cost the U.S. economy an estimated $39 to $78 billion (Congressional Budget Office, 2023). Let that sink in: The shutdown’s toll goes far beyond numbers, it stalled federal contracts, delayed vital public services, and…
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We’re witnessing a seismic shift in corporate strategy among America’s largest tech and semiconductor firms. In just one year, industry leaders like Alphabet, Microsoft, Amazon, Meta, and others have ramped up capital spending for AI infrastructure by close to 50%, an unprecedented $100–$150 billion jump. But here’s the twist: this massive wave of investment is…
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