The Labor Market’s Warning Signal Now

Last week’s jobless claims data was, well, whatever you wanted it to be. The ADP private payroll data showed fewer private sector jobs than forecast.

A day later, the BLS jobs report showed a massive gain.

Markets ignored the ADP report. And used the government data to rally into the three-day weekend, only to give up those gains yesterday as they were reminded that more negative tariff changes were on the way.

What to make of two different reports showing two different things? Find a third piece of data – so we did:

Turn Your Images On

Americans expect a worse job market by year-end

A Bloomberg survey shows 30% of everyday Americans expect the labor market to get worse. Each jump of this magnitude in the past has preceded a recession.

Labor market data is screaming that there’s trouble in the real economy.

Except, of course, the data from the Bureau of Labor Statistics – the same government agency that has “revised” away over a million jobs reported as having been created during the Biden administration.

~ Addison

Is This the Company Behind
Elon’s Optimus Chips???

The man who called Tesla before it skyrocketed as high as 1000% in a little over a year, is now recommending another stock…

Because he believes it could be supplying Elon Musk with chips for his Optimus robot…

The same robot that Elon is calling “The biggest product ever of any kind.”

Keep in mind that this company already supplies chips for Elon’s SpaceX and Tesla…

And from the looks of one expert’s research it may be announced as a key development partner for the Optimus robot as well.

If Elon announces this company as a supplier for the Optimus robot, there’s no telling how high shares could go.

Click here now to get full details and learn about this company before it’s too late.

P.S. Paid members, please join us for Grey Swan Live! with Matt Milner , Thursday, July 10 at 11 a.m. ET. With both private credit and private equity markets gaining pop trend status in the investment markets, we’ll dig deeper into Elon Musk’s SpaceX and xAI private placements — the next curveballs from the Trump arch-nemesis universe.

Last week’s jobless claims data was, well, whatever you wanted it to be. The ADP private payroll data showed fewer private sector jobs than forecast.

A day later, the BLS jobs report showed a massive gain.

What to make of two different reports showing two different things? Find a third piece of data – so we did:

Turn Your Images On

Americans expect a worse job market by year-end

A Bloomberg survey shows 30% of everyday Americans expect the labor market to get worse. Each jump of this magnitude in the past has preceded a recession.

Labor market data is screaming that there’s trouble in the real economy.

~ Addison

Is This the Company Behind
Elon’s Optimus Chips???

The man who called Tesla before it skyrocketed as high as 1000% in a little over a year, is now recommending another stock…

Because he believes it could be supplying Elon Musk with chips for his Optimus robot…

The same robot that Elon is calling “The biggest product ever of any kind.”

Keep in mind that this company already supplies chips for Elon’s SpaceX and Tesla…

And from the looks of one expert’s research it may be announced as a key development partner for the Optimus robot as well.

For close to one hundred years, the U.S. government made it illegal for ordinary investors to invest in pre-IPO startups — in other words, companies that weren’t public.

Unless you were a wealthy accredited investor (net worth of at least $1 million, or annual salary of $200,000), you could only invest in publicly-traded stocks and bonds.

This forced ordinary investors to miss out on big gains. According to Cambridge Associates, a financial advisor with clients including the Rockefeller Family and the Bill Gates Foundation, private startups have delivered annual returns of 55% over the last twenty-five years.

That’s five, six, seven times higher than the average returns of stocks. And it’s enough to double your money every two years or so.

The second half of 2025 opens with fireworks and fog. The markets are still chasing dreams, even as the ground shifts beneath them. Tariffs are more than a tax — they’re a weaponized expression of a new economic order.

Profitless stocks are a signal of excess liquidity, not optimism. And every new announcement from the White House or Truth Social carries ripple effects that touch everything from currencies to commodities to your portfolio.

As an investor, your job isn’t to outguess the next tweet or tariff — it’s to understand what the world’s actually rewarding now, and what it’s quietly punishing.

In that light, cash flows still matter. Real assets still matter. Confidence, liquidity, and political clarity… matter more than ever.

Universal healthcare and “free” (taxpayer-funded) education and the rest of the redistributive voter bribes are ways of spending money, not generating it. Progressive taxation is a means of redistributing wealth, not producing it. The difference is non-trivial.

Countries like Kuwait and Norway are not rich because of their respective governments’ addiction to expensive giveaway programs, whatever one thinks of the merits or alleged compassion of such redistributive policies. They are wealthy despite them.

Down at the other End of the World, meanwhile, president Javier Milei has been busy liberating Argentina’s long-suffering citizens from three-quarters of a century of politicians’ worst laid plans. We’ll have more about the goings on in our adopted home later in the week.

While market volatility may be the big story this year, the bigger story may be that of the U.S. dollar itself.

Year-to-date, it’s down over 10%.

That’s a huge move for any currency.

But usually the 10% moves occur in third-world countries experiencing a crisis, not the so-called world reserve currency.

For close to one hundred years, the U.S. government made it illegal for ordinary investors to invest in pre-IPO startups — in other words, companies that weren’t public.

Unless you were a wealthy accredited investor (net worth of at least $1 million, or annual salary of $200,000), you could only invest in publicly-traded stocks and bonds.

That’s five, six, seven times higher than the average returns of stocks. And it’s enough to double your money every two years or so.

As an investor, your job isn’t to outguess the next tweet or tariff — it’s to understand what the world’s actually rewarding now, and what it’s quietly punishing.

In that light, cash flows still matter. Real assets still matter. Confidence, liquidity, and political clarity… matter more than ever.

While market volatility may be the big story this year, the bigger story may be that of the U.S. dollar itself.

Year-to-date, it’s down over 10%.

That’s a huge move for any currency.

But usually the 10% moves occur in third-world countries experiencing a crisis, not the so-called world reserve currency.

The Labor Market’s Warning Signal Now

Is This the Company Behind Elon’s Optimus Chips???

The Labor Market’s Warning Signal Now

Is This the Company Behind Elon’s Optimus Chips???

Is This the Company Behind
Elon’s Optimus Chips???

Is This the Company Behind
Elon’s Optimus Chips???