Recession Inbound? The Warning Signs Are Everywhere

Daniel JonesInvesting Group LeaderFollow5ShareSavePlay(16min)CommentsSummaryI am now over 90% confident a US recession is imminent, driven by persistent inflation, high-interest rates, and aggressive tariffs.Consumer sentiment, delinquency rates, and private sector job growth have all deteriorated, signaling mounting economic stress.Tariff escalation, particularly the new 15% global regime and Section 301 investigations, acts as a regressive tax on US consumers.I have increased my recession-friendly value holdings to 35% and plan to raise this further, prioritizing portfolio resilience.Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » bymuratdeniz/iStock via Getty Images I have been involved in the stock market for 18 years now. 13 of those years have been in a professional capacity. During all of this time, I never once said that a recession was practically guaranteed. That wasThis article was written byDaniel Jones36.72K FollowersFollowDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CALY, HOV, HOVNP, ET, UNIT, NVRI, MPT, KLC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.