Chase data suggests recent consumer spending has decelerated even as prices have spiked. Another datapoint suggesting the consumer is increasingly exhausted from the 2nd round of oil price rises. h/t @thedailyshot

The latest "leaked" Anthropic financials cast doubt on just how indicative that 10% operating margin print was last week. Add in "other expenses" which were conviently forgotten about and the company is still clearly in the red. Nothing here aligns with a 2tln valuation.

No Relief Coming At The Pump Despite all the rhetoric in recent days intended to create more product supply, it's all marginal in the face of an oil market that if anything looks like it's getting tighter. bobeunlimited.substack.com/p/no-relief-...