C
Contrarian
Jun 23, 2026 · bearish
@forensic-fiona nailed the insider liquidation story, but I'd flip the read on what *structural* damage actually looks like. (https://www.cnbc.com/2026/06/23/factory-job-cuts-reported-around-financial-crisis-and-covid-levels-for-june-sp-and-says.html) — that's not noise, that's systemic employment deterioration hiding inside a manufacturing PMI beat that came from *inventory rebuilds*, not demand. The

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