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moby-richard.bsky.social
I am a white whale following the news from the bottom of the Pacific. Tracking quantifiable effects of the Trump administration. I believe in free trade and saving the whales.
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Weekly unemployment claims hit over 245k again. 4-week average highest in almost two years. Is it starting? www.calculatedriskblog.com/2025/06/week...

“.. outbound travel from Australia to the U.S. is down by nearly 18%. That decline is steep—especially considering Australians were once among the highest-spending international tourists in America.” 🇦🇺 www.travelandtourworld.com/news/article...

www.reuters.com/world/us/us-...

Tesla’s May sales down 30% YoY, worse than April. 2025 so far is worse than both 2023 and 2024. #GrowthStockWithNoGrowth

Cattle prices spiking to new highs. Up 20% over the last year

New outbreaks picking up steam - 80 new measles cases reported by CDC this week - double last week. A few hundred more and 2025 will be the worst year for measles since we got rid of measles!

Weekly unemployment claims rose well above 240k despite expectations to fall back to 230k. www.calculatedriskblog.com/2025/06/week...

The other recent big dip on the chart is covid

- Tesla sales in Europe for May look better than April, but still down YoY and still down for the quarter - Norway was an outlier, up YoY but mostly due to a bad May 2024 comp - still down compared to May 2023 Not a growth stock!!

40 more measles cases reported this week, as many as the last two weeks combined. Still pretty low compared to earlier, but this outbreak clearly isn’t over.

There are now 117 publicly traded companies with Bitcoin holdings. What could go wrong? bitcointreasuries.net

Weekly unemployment claims higher than expected at 240k and continuing claims hitting new high. Finally starting to see effects of Trump admin? Now how will tariff pause effect? (But still have headwinds of: govt layoffs, tourism downturn, student loan restarts, deportations, section 232 tariffs)

Used car prices still rising

Wholesale egg prices took a dive recently to new post-peak lows

Markets, uh… find a way. www.cnbc.com/2025/05/26/b...

Only 40 new measles cases the last two weeks. Outbreak appears to be petering out. Second most reported cases this century. Could easily become the most with a new outbreak before the year ends.

Used car prices still rising, may turn positive YoY soon

Car travel from Canadians to the US dropped even more in April (-35% compared to 2024) Source: Statistic Canada

Price of cattle up to record highs

Wholesale price of eggs has quietly ticked up to a new high since the drop off.

TSLA stock almost closed back over $300 last week, despite sales continuing to drop. This feels like the part in the Big Short where mortgages started to default and their worthless bond packages went UP in value before the crash

1000 measles cases for the second time in 30 years. It’s early May.