Kalani o Māui
@mauiboymacro.bsky.social
Kamaʻāina | Entrepreneur | Investor | Wall St Alum | Former Financial Services Executive
Pinned
“US added a surprisingly strong 130,000 jobs last month” 👇🏼
* To be negatively revised in the future.
* To be negatively revised in the future.
WASHINGTON (AP) - US added a surprisingly strong 130,000 jobs last month, but revisions cut 2024-2025 payrolls by hundreds of thousands.
@apnews.com
@apnews.com
February 11, 2026 at 4:59 PM
“US added a surprisingly strong 130,000 jobs last month” 👇🏼
* To be negatively revised in the future.
* To be negatively revised in the future.
Over 1 million jobs everyone thought were created in 2025 just disappeared with negative revisions. 👇🏼
February 11, 2026 at 4:54 PM
Over 1 million jobs everyone thought were created in 2025 just disappeared with negative revisions. 👇🏼
Translation: We already saw the NFP numbers and they suck. 👇🏼
Peter Navarro: "The jobs report comes out tomorrow. We have to revise our expectations down significantly for what a monthly job number should look like ... Wall Street has to adjust for the fact that we're deporting millions of illegals out of the job market."
February 10, 2026 at 7:32 PM
Translation: We already saw the NFP numbers and they suck. 👇🏼
My thoughts on this. 👇🏼
February 7, 2026 at 6:11 PM
My thoughts on this. 👇🏼
“Nobody could have seen this coming.” 👇🏼
February 5, 2026 at 10:34 PM
“Nobody could have seen this coming.” 👇🏼
Everyone is worried about the wrong thing, which actually makes me more confident. 👇🏼
February 5, 2026 at 10:31 PM
Everyone is worried about the wrong thing, which actually makes me more confident. 👇🏼
Bitcoin and the Nasdaq are highly correlated, and Bitcoin leads. 👇🏼
February 5, 2026 at 10:29 PM
Bitcoin and the Nasdaq are highly correlated, and Bitcoin leads. 👇🏼
This has very little to do with AI. 👇🏼
PANTHEON: “.. Business services openings tumbling, probably due to AI.” 👀
February 5, 2026 at 7:14 PM
This has very little to do with AI. 👇🏼
“U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009, while the economy was in the final months of its steepest downturn since the Great Depression.” 👇🏼
February 5, 2026 at 6:55 PM
“U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009, while the economy was in the final months of its steepest downturn since the Great Depression.” 👇🏼
Pressuring oil supplies to China through Venezuela, Iran, etc…
Am I the only one here who’s familiar with the U.S. tactics used to try to contain Imperial Japan?
“Those who cannot remember the past are condemned to repeat it.”
- George Santayana
Am I the only one here who’s familiar with the U.S. tactics used to try to contain Imperial Japan?
“Those who cannot remember the past are condemned to repeat it.”
- George Santayana
February 1, 2026 at 6:20 PM
Pressuring oil supplies to China through Venezuela, Iran, etc…
Am I the only one here who’s familiar with the U.S. tactics used to try to contain Imperial Japan?
“Those who cannot remember the past are condemned to repeat it.”
- George Santayana
Am I the only one here who’s familiar with the U.S. tactics used to try to contain Imperial Japan?
“Those who cannot remember the past are condemned to repeat it.”
- George Santayana
Reposted by Kalani o Māui
Before the dollar doomers get too excited, understand this:
February 1, 2026 at 6:15 PM
Before the dollar doomers get too excited, understand this:
End of week cleanse. Happy Aloha Friday everyone.
Kuau Cove Sunset, Maui, Hawaii 🤙🏼
Kuau Cove Sunset, Maui, Hawaii 🤙🏼
January 30, 2026 at 8:59 PM
End of week cleanse. Happy Aloha Friday everyone.
Kuau Cove Sunset, Maui, Hawaii 🤙🏼
Kuau Cove Sunset, Maui, Hawaii 🤙🏼
Soooooo tired of Schumer. 🤦🏻♂️
“.. a stopgap measure to fund the Department of Homeland Security for two weeks while they continue negotiating guardrails to rein in immigration agents. It is unclear how quickly the House can and will process those ..”
@nytimes.com
www.nytimes.com/live/2026/01...
@nytimes.com
www.nytimes.com/live/2026/01...
January 30, 2026 at 2:38 AM
Soooooo tired of Schumer. 🤦🏻♂️
LOL, sign me up! 🤡
January 29, 2026 at 8:04 PM
LOL, sign me up! 🤡
Mastercard to Lay off 4% of Its Global Workforce - CFO
January 29, 2026 at 7:59 PM
Mastercard to Lay off 4% of Its Global Workforce - CFO
This has nothing to do with AI. 👇🏼
January 29, 2026 at 5:06 PM
This has nothing to do with AI. 👇🏼
At this stage of the cycle, do the opposite of BlackRock and you might make it. 👇🏼
‘BlackRock warned investors that bonds can no longer be relied on as a stabilizing force in portfolios, as rising debt levels and stubborn inflation pressures undermine the asset class’s traditional role as a safe haven.’ www.cnbc.com/2026/01/28/-...
BlackRock says investors can no longer rely on bonds for portfolio safety
BlackRock said the volatility in bond markets underscores a structural shift driven by heavier government borrowing and a "higher-for-longer" rate environment.
www.cnbc.com
January 28, 2026 at 11:10 PM
At this stage of the cycle, do the opposite of BlackRock and you might make it. 👇🏼
Literally everyone is talking about how weak the dollar is with few recognizing it’s weak because the current administration wants it weak.
This is intentional and tactical as it hides many of the current risks in financial markets. This is temporary and isn’t “debasement”.
This is intentional and tactical as it hides many of the current risks in financial markets. This is temporary and isn’t “debasement”.
January 28, 2026 at 10:41 PM
Literally everyone is talking about how weak the dollar is with few recognizing it’s weak because the current administration wants it weak.
This is intentional and tactical as it hides many of the current risks in financial markets. This is temporary and isn’t “debasement”.
This is intentional and tactical as it hides many of the current risks in financial markets. This is temporary and isn’t “debasement”.
1/2
People are mistaking the parabolic moves in precious metals as concern for inflation. They’re wrong.
It has more to do with geopolitical tensions, central bank purchases and diversification, easing monetary policy, supply constraints, and uncertainty from tariffs.
People are mistaking the parabolic moves in precious metals as concern for inflation. They’re wrong.
It has more to do with geopolitical tensions, central bank purchases and diversification, easing monetary policy, supply constraints, and uncertainty from tariffs.
January 28, 2026 at 10:31 PM
1/2
People are mistaking the parabolic moves in precious metals as concern for inflation. They’re wrong.
It has more to do with geopolitical tensions, central bank purchases and diversification, easing monetary policy, supply constraints, and uncertainty from tariffs.
People are mistaking the parabolic moves in precious metals as concern for inflation. They’re wrong.
It has more to do with geopolitical tensions, central bank purchases and diversification, easing monetary policy, supply constraints, and uncertainty from tariffs.
Job cuts at ASML. 👇🏼
January 28, 2026 at 2:33 PM
Job cuts at ASML. 👇🏼
The Present Situation Index (based on consumers’ assessment of current business and labor market conditions) dropped by 9.9 points to 113.7 in January.
The Expectations Index (based on consumers’ short-term outlook for income, business, and labor market conditions) fell by 9.5 points to 65.1.
The Expectations Index (based on consumers’ short-term outlook for income, business, and labor market conditions) fell by 9.5 points to 65.1.
January 27, 2026 at 3:44 PM
The Present Situation Index (based on consumers’ assessment of current business and labor market conditions) dropped by 9.9 points to 113.7 in January.
The Expectations Index (based on consumers’ short-term outlook for income, business, and labor market conditions) fell by 9.5 points to 65.1.
The Expectations Index (based on consumers’ short-term outlook for income, business, and labor market conditions) fell by 9.5 points to 65.1.
The Conference Board Consumer Confidence Index fell by 9.7 points in January to 84.5, from an upwardly revised 94.2 in December. 👇🏼
This is the lowest point since 2014, surpassing the pandemic lows.
This is the lowest point since 2014, surpassing the pandemic lows.
January 27, 2026 at 3:43 PM
The Conference Board Consumer Confidence Index fell by 9.7 points in January to 84.5, from an upwardly revised 94.2 in December. 👇🏼
This is the lowest point since 2014, surpassing the pandemic lows.
This is the lowest point since 2014, surpassing the pandemic lows.
Oracle may lay off 20k-30k people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. 👇🏼
January 27, 2026 at 2:32 PM
Oracle may lay off 20k-30k people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. 👇🏼