The economy is showing signs of a hidden avalanche. Companies with thin margins and heavy debt will crumble faster than the public expects, and defaults will ripple through suppliers, banks, and landlords.
FORTY percent decline in year-over-year HVAC sales in Q3.
That is FOUR – ZERO percent.
The reckoning is here. Catastrophic for over-levered, poorly operated, poorly integrated HVAC platforms. pic.twitter.com/3eAuTbBrSA
— Chris Hoffmann (@STLChrisH) September 17, 2025
Late rental payments are skyrocketing pic.twitter.com/3PZDh9HKKw
— Darth Powell (@VladTheInflator) September 16, 2025
Prices are expected to go up this year as many companies signal plans to raise them in response to President Donald Trump’s slew of tariffs.
While firms raise prices for many reasons, some were blaming price hikes on tariffs long before Trump’s so-called “Liberation Day” on April 2. That’s when he announced a 10% baseline tariff on imports from most countries, except Canada and Mexico, and a host of “reciprocal” tariffs on top of that.
The situation is fluid, as various countries continue to negotiate potential trade deals with the US.
Some economists have said that Trump’s tariffs — and the uncertainty with his overall trade policy — could lead companies to raise prices on the goods they produce.
The housing market is completely dead. pic.twitter.com/cFgAZd7ZGB
— Spencer Hakimian (@SpencerHakimian) September 17, 2025
Only 20% of U.S. adults think the economy is getting better. pic.twitter.com/kzW0eLIKpL
— Spencer Hakimian (@SpencerHakimian) September 17, 2025
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