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Ripple Effect

The Labor Market’s Warning Signal Now

Loading ...Addison Wiggin

July 8, 2025 • 1 minute, 49 second read

Labor Market
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.

The Crack-Up Boom – Part II

July 29, 2025 • Addison Wiggin

Never in the history of man had any people been able to get rich by spending money  .  .  .  nor had investment markets ever made the average buy-and-hold investor rich  .  .  .  nor had paper money, unbacked by gold, ever retained its value for very long.

In the late 1990s, however, all these things seemed not only possible, but inevitable. Everything seemed to be going in Americans’ favor. Then, suddenly, at the beginning of this new century, everything seemed to be going against them.

How could US consumer capitalism, which had been phenomenally successful for so long, fail them now? It can’t, they will say to themselves. Why should they have to accept a decline in their standards of living, when everybody knew that they were getting richer and richer? It cannot be.

Besides, said Americans to themselves in early 2003, if there were problems, they must be the fault of others: terrorists, greedy CEOs, or policy errors at the Fed.

The Crack-Up Boom – Part II
The Latest Meme Stock Craze Is About Out of Gas

July 29, 2025 • Addison Wiggin

While meme stocks sound innocuous, there is a critical factor that causes these names to get sudden interest from retail investors: a high level of short interest.

After all, if you’re short a stock and it starts to rise, you start to lose money on the trade.

That means if investors can engineer a move higher in a heavily-shorted stock, a squeeze could trigger as shorts buy to close.

That’s why heavily-shorted stocks, often unprofitable has-beens in the business world, have periods of strong performance.

The Latest Meme Stock Craze Is About Out of Gas
Where There’s Smoke…

July 29, 2025 • Addison Wiggin

Against the earnings backdrop, the Fed begins its two-day meeting. Given Trump’s open desires for lower rates, Jerome Powell and the Fed governors are under political scrutiny as much as they usually are under the watchful eye of Wall Street.

While most big analysts expect no change in rates, one voice is warning markets that the Fed might… raise rates.

Raise rates…what?! Now?! Sacrilege!

“The unemployment rate is low, but the rate of inflation is somewhat elevated,” economist William Silber argues in The Wall Street Journal.

“That suggests, if anything, the target interest rate should be higher to push down inflation.”

Inflation is still running hot — 2.7% in June, up from 2.4% in May — and unemployment ticked down to 4.1%. Despite pressure, the Fed hasn’t budged since December, holding rates steady at 4.25–4.50%.

Where There’s Smoke…
The Crack-Up Boom – Part I

July 28, 2025 • Addison Wiggin

The crash of the Nasdaq was caused by the people who bid up prices in the years preceding.

In the 5 years ahead of the 2000 crash, prices rose six times.

Had buyers not been so bullish, sellers would not have had so much to sell. In the event, prices fell in half . . . and then in half again.

The crash did not just happen; it happened because of the bubble in tech shares. A bubble is a natural market phenomenon. But bubbles are created by man; all bubbles are destroyed by men too.

The Crack-Up Boom – Part I