K-Shaped Economy Bites Back: Retail CRE Transactions For Shops, Malls Plunge

Job Openings Drop After Huge Upward Revision As Hires, Quits Unexpectedly Plunge To Six Year Low A few weeks ago, the BLS reported that January job openings unexpectedly soared by 400K, the biggest increase since November 2024, to 6.946MM, the highest since last October. Well, it turns out the jump was even higher than that because moments ago, the BLS published the latest February print, and while that number came in line with estimates, at 6.882MM, or just shy of the 6.890MM estimate, it was a big drop from January,...

Hindenburg Alarm: Another Rotation Or Worse? Via RealInvestmentAdvice.com, In early November, we sounded the alarm about a recent Hindenburg Omen. Per the Commentary’s summary: Bottom line: market breadth is horrendous and will likely lead to a rotation favoring out-of-favor sectors and stocks. Thus, it’s not surprising that the Hindenburg Omen was triggered. If we continue to see more of these Omens, the threat of a drawdown grows. At the time, Mega-Cap stocks were grossly outperforming the market, while many sectors lagged the market. Since that Hindenburg Alarm, our expectations have come to fruition. We have, in fact,...

Senior Defense Officials Review Potential 101st Airborne Helicopter Assault On Cuba Cuba's national power grid has collapsed for the third time in less than 10 days, plunging the communist-run Caribbean island into darkness and leaving roughly 10 million people without electricity. The cascading failures show the regime's accelerating loss of control over critical infrastructure, just as senior U.S. defense officials evaluate potential military options aimed at regime change in Havana. CBS News reported that senior U.S. defense officials have reviewed early-stage military options for Cuba, including an Army-led air assault involving...