| See this image? This isn't a headline. It's a preview. A new AI forecast just went live on U.S. stocks — and it's already flagging the next big move before the crowd even notices. Click to see the forecast now. | | | | Today`s special bonus sponsored by TradeSmith |
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| Hey there! You're reading The Budget Analyst — a calm space in the noise of markets.
Here we collect signals, patterns, and quiet insights that help you see the bigger picture.
No rush, no hype — just clarity for your financial journey. | | | | In partnership with Stansberry Research. |
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| | | | | A silent "drawbridge" is rising across the labor market, separating those who leverage AI from those who are replaced by it. | While the headlines debate the future of work, the data from late 2025 proves the shift is already here. Corporations are culling middle management, productivity gaps are widening into chasms, and a "K-shaped" career market is leaving the laptop class behind while the tool-belt class thrives. |
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| | | | | The Corporate Culling | The most direct signal came in October 2025, when Amazon announced plans to cut approximately 14,000 corporate and management roles. | This wasn't a standard recession trimming; CEO Andy Jassy explicitly linked the restructuring to reducing bureaucracy and funding massive AI investments, noting that generative AI allows "fewer people" to perform the same planning and forecasting tasks. | Wall Street is following suit with brutal efficiency. | Goldman Sachs launched a pilot in July 2025 deploying "thousands of autonomous AI coders" to work alongside human developers, a move CTO Marco Argenti projects will boost productivity by 3–4x (300–400%). | Meanwhile, OpenAI's secretive "Project Mercury" (revealed October 2025) is actively hiring ex-bankers to train AI models to generate IPO prospectuses and financial models—tasks that Goldman CEO David Solomon noted can now be done "in minutes" rather than weeks. | | The "Paper Ceiling" Breaks | The gap between AI-users and non-users is no longer about "saving time"—it's about basic viability. | Data from GitHub and Atlassian in 2025 shows that developers using AI tools are seeing productivity gains of up to 55%, while Goldman's internal tools aim for that 300–400% multiplier. | Nvidia CEO Jensen Huang framed this shift perfectly in late 2025. While he noted Nvidia is still hiring, he predicted a structural change where IT departments effectively become the "HR for AI agents," managing digital workers as much as human ones. | The message is clear: the revenue-per-employee metric is about to skyrocket, and companies that don't adapt will be mathematically priced out of the market. | There is no neutral ground anymore. | At the end of summer, I released a warning. | I said a drawbridge was going up across America. | (If you missed that message, you can still watch the replay here.) | On one side: those using AI to grow their wealth. On the other: those getting left behind. | Since then, the pace of disruption has become unlike anything I've seen in nearly 30 years in the markets. Just this week, Amazon announced the largest layoff in its corporate history ... 30,000 jobs gone, mostly due to AI. Morgan Stanley is right behind them... replacing thousands of workers and launching more than 30 AI projects behind closed doors. | Very soon, everyone in America will face the same decision: Use AI to build wealth... Or get overtaken by those who do. | And unfortunately, millions will simply freeze: watching, waiting, hoping... as AI moves on without them. | That's why, I'm not just issuing warnings about what's to come... I've actually done something to help protect you and even prosper. I've just released a breakthrough investing tool. Backed by more than a decade of R&D, millions in testing, and the work of dozens of engineers and market experts... | It gives you a way to finally put AI to work for you, instead of watching it take everything from you. | | Historical Parallels | Skeptics argue this transition will take decades. History suggests otherwise. | BlackBerry: In 2010, BlackBerry held ~40% of the US smartphone market. By late 2013—just three years later—its market share had collapsed to under 1%, and its stock had dropped 87%. Blockbuster: In 2004, Netflix had just 2.5 million subscribers. By 2010, Blockbuster was bankrupt.
| The "tipping point" for technology is rarely linear; it is exponential and unforgiving. |
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| | | | | The K-Shaped Split | The "Drawbridge" is creating a distinct split in the 2025 labor market. Data from Revelio Labs shows that while blue-collar wages (construction, skilled trades) grew 5–7% in 2025, white-collar wages stagnated at ~3%, effectively falling behind inflation. | More alarmingly, new job postings for software developers dropped 12.7% year-over-year, with entry-level hiring for graduates collapsing by 25%. The "safe" path of learning to code is being eroded by the very tools that were supposed to help it, while the "physical" economy remains robust and untouched by LLMs. | The data is unambiguous: the "middle" of the corporate ladder is being hollowed out. The drawbridge is going up—make sure you're already inside the castle. |
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|  | | | STANSBERRY RESEARCH | |
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| | Do you use AI in your daily work? | | (Thank you for reading, thinking, and staying curious through all of it.) | — Claire |
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