Rebel Capitalist News Holy Sh*t...Did You See What Just Happened In The Market!?
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Nov 7, 2025 George dives into recent job cuts hitting the highest marks in over two decades, driven by AI adoption and rising costs. He explores how the inverted yield curve signals an economic slowdown and discusses troubling trends in real-economy stocks like CarMax and Chipotle. Personal trading strategies are shared, including shorts on CarMax and insights on treasury yields. The conversation wraps with anticipation about upcoming labor data and its potential market impact, offering listeners vital insights to navigate current financial landscapes.
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Record Job Cuts Signal Real Economy Weakness
- Announced corporate job cuts in October hit the highest level for the month in 22 years, signaling broad private-sector weakness.
- George Gammon links this surge to AI adoption, softer spending, and rising input costs forcing belt tightening.
Yield Curve Still Predicts Slowdowns
- The yield curve inversion consistently signals upcoming economic slowdown even if timing is uncertain.
- Gammon argues market participants often ignore the curve claiming "it's different this time," but cycles repeat historically.
Pandemic Hiring Created A Bullwhip Hangover
- Gammon describes a bullwhip effect from pandemic-era hiring that produced an artificial demand spike.
- When the sugar rush faded, firms face excess staffing and move from not hiring to firing.