Sean Brodrick
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seanbrodrick.bsky.social
Sean Brodrick
@seanbrodrick.bsky.social
In a world gone mad with chaos and blood, one man stands alone against the forces of evil. That man is Sean Brodrick.
"No truce with kings!"
Stocks. Gold. Silver. Energy. Horror. Humor. Other Old Man Crankypants stuff. I've got friends everywhere. #EconSky
No progress on inflation, even though Goldman Sachs forecast otherwise. #EconSky #Inflation #tariffs
November 25, 2025 at 7:59 PM
Yep.
November 25, 2025 at 5:22 PM
Reposted by Sean Brodrick
When your entire corporate game plan and the investor base you’ve cultivated revolves around the rising price of bitcoin, a 35% tumble in a month is cause for alarm.
Will Bitcoin’s Dive Threaten Michael Saylor’s Strategy?
When your entire corporate game plan and the investor base you’ve cultivated revolves around the rising price of bitcoin, a 35% tumble in a month is cause for alarm.
www.forbes.com
November 25, 2025 at 5:11 PM
Reposted by Sean Brodrick
Brexit costing UK up to £90bn in lost tax revenue , new analysis shows - www.independent.co.uk/news/uk/poli...
November 25, 2025 at 5:12 PM
I hadn't seen video of the meeting between Trump and Mamdani before this. I'd just heard about it. It's worth watching.
Plus, Jimmy Kimmell is always worth watching. youtu.be/BL0pFxTqK-A?...
Trump is Hot for Mamdani, Marjorie Taylor Greene Resigns from Congress & RFK Jr’s Explicit Poems
YouTube video by Jimmy Kimmel Live
youtu.be
November 25, 2025 at 4:52 PM
Gold demand continues to bubble higher.
November 25, 2025 at 3:09 PM
November 25, 2025 at 3:06 PM
Reposted by Sean Brodrick
“Who gives a fuck about the Christmas stuff and decorations? But I need to do it, right?”

— Melania Trump, declaring war on Christmas in 2020. www.theguardian.com/us-news/2020...
Melania Trump tapes reveal complaints on Christmas and migrant children row
First lady takes aim at holiday decorations and criticism for family separations in tapes released by Stephanie Winston Wolkoff
www.theguardian.com
November 25, 2025 at 3:01 PM
Reposted by Sean Brodrick
... other releases this morning (contracting ADP weekly job growth and well-behaved PPI) is driving US government yields lower (the 10-year is now trading at 4.01%).

#economy #USretaill #FederalReserve #AI #inflation #markets
November 25, 2025 at 2:11 PM
Reposted by Sean Brodrick
... households, in particular, are facing significant headwinds.
The AI economic lifeline (massive spending related to infrastructure and technology, as well as the productivity promise) emerges as a disproportionate driver of GDP growth.
The combination of this retail sales data and ...

2 of 3
November 25, 2025 at 2:11 PM
Reposted by Sean Brodrick
This morning's US retail sales data -- an overall growth of 0.2% (below the 0.4% consensus forecast) and a "control group" contraction of 0.1% -- are consistent with two actionable hypotheses:
Greater consumer stress is expected as lower-income ...

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November 25, 2025 at 2:10 PM
AI hyperscalers (Google, Amazon, Meta, Microsoft, and Oracle) have issued more debt over the last 3 months ($88 billion) than over the previous 3 years ($66 billion). #EconSky #FinSky
November 25, 2025 at 12:39 PM
From Charlie Bilello: Real (inflation-adjusted) Investment into Data Centers has tripled over the past 3 years. #EconSky
November 25, 2025 at 12:36 PM
More than half of the 1.6% US GDP growth in the first 6 months of this year came from AI-related spending, according to Barclays.
And I’ve seen higher estimates.
#EconSky
November 25, 2025 at 12:35 PM
Rejection rate for all types of credit (auto loan, credit card, credit card limit increase, mortgage, mortgage refinance) over past 12 months rose to a series high of 24.8% in October according to NewYorkFed latest SCE Credit Access Survey. #EconSky
November 25, 2025 at 12:31 PM
Per Redfin, October saw an estimated 36.8% more home sellers than buyers, biggest gap in records dating back to 2013. #EconSky #Housing
November 25, 2025 at 12:30 PM
The number of Americans receiving unemployment benefits hit 1.974 MILLION, the highest in 4 years.

This likely means the unemployment rate is now higher than the reported 4.4% in September, as finding a job is increasingly difficult. #EconSky
November 25, 2025 at 12:21 PM
Reposted by Sean Brodrick
Attack of the Clones might be worse, but Rise of Skywalker is the only time I've ever come out of a movie feeling like the director had contempt for me. Prequels were incompetence, Abrams sequels were malice.
November 24, 2025 at 7:39 PM
Reposted by Sean Brodrick
I’d recommend announcing you’ve had a secret nuclear program for years and you’re not going out without taking china with you.
Taiwan Premier : we must strengthen our self-defense capabilities
November 25, 2025 at 1:06 AM
Reposted by Sean Brodrick
When the leopard starts eating your face 🫣🐆
November 24, 2025 at 10:33 PM
Reposted by Sean Brodrick
I don’t have access to Barcap but I think it was this note getting published
November 25, 2025 at 12:58 AM
Reposted by Sean Brodrick
“Artificial intelligence, meet artificial accounting.” The guy who first pointed out Enron’s sketchy accounting is now scrutinizing AI accounting and it’s the same nonsense: www.wsj.com/tech/meta-ai...
AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
Favorable treatment off the balance sheet hinges on some convenient assumptions.
www.wsj.com
November 24, 2025 at 2:53 PM
Reposted by Sean Brodrick
I cannot imagine what could possibly go wrong in trying to court-martial an astronaut and pilot decorated multiple times for valor and exceptional service, who is also a sitting senator, for correctly making the point that service members are obliged not to follow unlawful orders
Hegseth is now threatening to recall Sen. Mark Kelly to active duty in order to court martial him.
November 24, 2025 at 6:45 PM
Reposted by Sean Brodrick
absolutely incredible -- CNN host introduces a segment about Trump's "new healthcare proposal," but less than two minutes later breaks into her script to announce "breaking news" that Trump's healthcare proposal is being postponed
November 24, 2025 at 9:38 PM