Tomer
@tomerthesecond
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Conclusion: If you're only watching headline inflation, you're missing the collision course. I broke down the full statistical snapshot and what it means for your portfolio here: https://t.co/puvtY1ysSQ (7/7)
market-thermometer.mindmeld360.com
Beneath the surface of a resilient stock market, a dangerous divergence is forming. Learn about the five structural forces—from wealth concentration to the CRE debt wall—that will define the 2026...
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Truth #5: The Great Reallocation. Central Banks have bought 1,000+ tonnes of gold for 3 years straight. It's not a 'trade'; it's a structural divorce from the USD. 95% of central banks expect reserves to keep growing. The multipolar world is here. (6/7)
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Truth #4: The AI Paradox. Hyperscalers are spending $600B on AI CAPEX. But the grid is the bottleneck. ChatGPT uses 10x the power of a Google search. Data center demand is doubling to 945 TWh, but the grid takes 10 years to scale. The wall is physical, not digital. (5/7)
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Truth #3: The Silent Labor Contraction. Big Tech is hiring, but 'Main Street' is freezing. Small businesses (20-49 employees) lost 120,000 jobs in Nov 2025 alone. We are entering a 'Jobless Boom' where the top 500 companies thrive. (4/7)
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Truth #2: The $1.6 Trillion Refinancing Wall. Commercial real estate isn't just about empty offices. Multifamily (apartments) debt maturities are jumping 56% by 2026. Refinancing 3% loans at 7% into falling valuations? This is a math problem with no easy exit. (3/7)
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Truth #1: The economy now rests on the S&P 500. The top 10% now drive ~50% of all US consumption ($20.3T in 2025). Every 1% market move now has 2.5x the 'wealth effect' impact it had in 2010. Direct tethering = Extreme systemic risk. (2/7)
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The S&P 500 is lying to you. While GDP looks robust, 5 "Hidden Truths" are forming a dangerous divergence that will define the 2026 economy. From a $1.6T debt wall to a "silent" labor contraction - here is what is actually happening beneath the surface. (1/7)
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A professional blog running on one line of Java? It's possible with JBang. Here is the setup. { author: Tomer Ben David } https://t.co/LnX54YSRGe
dev.to
How a shared blog library solved the recurring problem of content marketing across multiple Spring Boot projects.
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I'm giving away Claude Code for FREE. Yes, you read that right -- the world's best AI, now completely FREE. My mission is to get the next billion people to write great software. I believe EVERYONE should have access to the best AI, but so many are constrained by costs. I'm
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Combination: Cursor - fast Copilot - cheap Codex - deep Claude code - work
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Listen to "🐳 Startups - Docker Compose" by Programmers Quickie.
creators.spotify.com
BOOK - A Developer's Essential Guide to Docker Compose - https://amzn.to/4blnhFV
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