Independent thinking for complex markets and current events
The sharpest signals, deepst dives and must-read reports from Citizen Watch Report.
42 % drop in home sales is enormous. The Chinese consumer has stopped spending. China is the # 2 largest economy in the world. It’s housing market is the largest asset class in the world. US is already in an undeclared recession. Watch 1st 3 to 5 minutes for main details. AC
TPUSA Official Calls Newly Exposed Link Between Thomas Crooks and Tyler Robinson a ‘Five Alarm Fire’ New reporting indicates that there is a nexus between President Donald Trump’s would-be assassin, Thomas Crooks, and Turning Point USA founder Charlie Kirk’s killer, Tyler Robinson. TPUSA spokesman Andrew Kolvet posted Monday on social media, “This is beyond correlation, …
Schumer asked for unanimous consent. No one objected. Bill will be on Trump’s desk within hours or days? BREAKING: I just asked for unanimous consent to approve the Senate bill to release the Epstein Files. There was no objection. — Chuck Schumer (@SenSchumer) November 18, 2025 I just requested unanimous consent on the Epstein bill. …
Ooof. Market is seeing right through all of these garbage AI deals. https://t.co/8ST3Mgtmu0 — QE Infinity (@StealthQE4) November 18, 2025 The $300 billion agreement between Oracle and OpenAI, first revealed on September 10, has gone deep into the red; negative $74 billion to be exact. The market wiped out $315 billion from Oracle’s value since …
pic.twitter.com/rEddjMmAen — Donny Haigh (@_theScotsman) November 18, 2025 Socialism ‘will f**k you:’ Bill Maher warns Democrats the radical left is leading party to ruin. Democratic Socialists aren’t Democrats, Maher argues. Bill Maher criticized those behind the Democratic Socialist movement, stating that the Democratic Party must move to the center if it wants to win elections. …
President Donald Trump raised some eyebrows during several tense exchanges with members of the press over the weekend. During a Nov. 14 press gaggle on Air Force One as he flew from D.C. to his Mar-a-Lago resort in Florida for the weekend, Trump was, of course, asked about the Epstein files, amid a continued …
Every company would be affected if the AI bubble were to burst, the head of Google’s parent firm Alphabet has told the BBC. Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an “extraordinary moment”, there was some “irrationality” in the current AI boom. In comments …
via notayesmanseconomics Over the period that I have been writing on here we have seen an associated trend between plans for lower interest-rates and central banks having more control over your money. Actually I do sometimes wonder if they think that it is their money. This has been most prevalent in the Euro area where …
Affordability crisis rattling mom-and-pop shops… “Surging import costs. Mounting payroll and healthcare expenses. A shortage of affordable loans. And a stressed-out workforce. Small businesses are facing mounting pressure from America’s affordability crisis. Doug Scheffel, owner of a family-run ETM Manufacturing in Massachusetts, laid off about a quarter of his employees in April as the Trump …
by Martin Armstrong Texas is a rising star amid the national capital flight to the south. Alphabet’s Google announced plans to invest $40 billion into two new data centers in Armstrong County and Haskell County. While Google has operated in Texas for over 15 years, the news reaffirms that capital is committed to staying in …
Private credit is showing the early signs of a real liquidity squeeze. The marks are too high, the cash is leaving, the borrowers are struggling, and Blackstone’s chart is telling the truth before the reports do. It's toxic leveraged buyout trash. Tony Fucking Robbins was promoting it 2ish years ago… pic.twitter.com/wAZtv2ZGkW — Lentil Paws Rexandra🇨🇦🇺🇸🇺🇦🇹🇼 …
Just the News reported that Department of Agriculture Deputy Secretary Steven Vaden has indicated his agency is engaging in data collection relating to SNAP across several states to see where funds for the program are going. So far, what he’s uncovered is not promising. Vaden cited an instance of one individual getting SNAP in six …
by Michael When you look at that cover, what stands out to you? To me, the fact that there are so many symbols relating to war really got my attention. There is a huge red tank on one side of the cover, and another huge red tank on the other side of the cover. At …
INTERNET SUFFERS ANOTHER MASS OUTAGE CLOUDFARE DOWN HACK? Cloudflare had a huge outage today, and it took a big chunk of the internet down with it. Sites that normally never go dark all started breaking at once. X had thousands of outage reports, AIPAC’s site and Track AIPAC went down, and even stuff like Spotify, …
Hard to pretend this is normal when a top university is saying freshmen can’t do middle-school math. This is actually quite shocking. When I was in high school, I was taking pre-calculus classes in high school and placed directly into calculus as a freshman in college. No my school wasn’t special, just a normal high …
via Mike Maharrey The Italian government needs money and wants to tap private gold holdings to get it. Many Italians own undocumented gold. Italian Prime Minister Giorgia Meloni’s government has come up with a scheme to entice people to declare their gold holdings, have them appraised, and then pay a 12.5 percent tax on their …
Families don’t delay kids by chance, they do it because the basic math of life is breaking. When a house requires a midlife crisis to afford, the future starts thinning out right in front of us. The average age of a first-time American homebuyer is 40 years old. 40. Years. Old. It was 25 in …
Japan Tells China They Will Attack Them If They Invade Taiwan, China FURIOUS Speaking in parliament last week, Takaichi said Chinese attempts to forcibly reunify with the self-governing island could amount to a “survival-threatening situation” under Japan’s security legislation and potentially trigger a military response from Tokyo. Her comment marked a departure from previous Japanese …
by Martin Armstrong One in ten Americans receives food stamp benefits through SNAP. Agriculture Secretary Brooke Rollins believes there needs to be an overhaul of the program to ensure only those in desperate need receive these benefits. The first step will be requiring recipients to reapply for benefits to ensure that those “taking a taxpayer-funded …
by confoundedinterest17 Every time the government tries to make housing more affordable, they make the problem worse. Some people should rent and not fall for the government’s latest folly, the 50-year mortgage. True, the 50-year mortgage would lower the monthly payment by several hundred dollars (see the following example where the monthly payment falls from …
Trying to figure this out… everyone already knows you should NOT be buying right now, but someone got sold on this property and for them to put up $300k would still leave them with a $1M mortgage so I’m even confused how the $6k is clearing, let alone producing? 🤦♂️🤦♂️🤦♂️ pic.twitter.com/RlKvWWTtgz — Jordan Lamonte III …
via notayesmanseconomics At the moment there is rather a public spat between China and Japan. In one sense this is sabre rattling by the new Sanae Takaichi administration which knows it will be popular with its core vote. But it brings to mind a different challenge between these two countries and let me illustrate by …
BREAKING: Magistrate orders DOJ to turn over grand jury materials to Comey, finding real prospect that "government misconduct" may have tainted the case. pic.twitter.com/u12DDEKYZc — Kyle Cheney (@kyledcheney) November 17, 2025 👀Fitzpatrick said Halligan made two apparent "fundamental misstatements of law" to the grand jury that could threaten the case. https://t.co/WVDpuMaGDN pic.twitter.com/krW6bnOVib — Kyle Cheney …
“They’ll [DOJ] redact every Republican or conservative person in those files, leave all the liberal, Democratic people in those files, and have a very slanted version of it come out… without really seeing any of their bad behavior,” admitted Joseph Schnitt, Acting Deputy Chief at the Office of Enforcement Operations for the U.S. Department of …
Current situation: 1. The US is preparing $2,000 stimulus checks 2. Japan is preparing a $110 billion stimulus package 3. China has approved a $1.4 trillion stimulus package 4. The Fed is officially ending QT on December 1st 5. The US is issuing~$1.9 trillion in treasures per year 6. Canada is restarting its Quantitative Easing …
Many Americans mistakenly believed that shutting the government down for the longest stretch ever might actually save us some money. The opposite is the case. No matter what Washington does, the debt bill keeps getting higher. Also today, tariffs cause chaos for US business.
If you dive a little deeper, you can find the underlying threat to our economy. Head of IMF says risks in private credit market keep her awake at night Default warnings start to pile up in the private credit market Those defaults hurt banks See more in video at link: https://www.msn.com/en-us/money/smallbusiness/banks-are-hiding-the-real-economic-crisis-and-no-one-s-paying-attention/vi-AA1Qt4GD h/t b4its2l8
If you need $3 trillion in debt to keep the dream alive, it’s not a dream anymore. This is why people have grown increasingly worried about the financing behind AI over the past few months: bond issuance has surged since September, and global financing of data centers is expected to balloon to almost $3 trillion …
by Michael Do you want to see a very clear sign that our standard of living has gone way down? When I was growing up, middle class and low-income Americans flocked to fast food restaurants such as McDonald’s and Wendy’s. But now we are being told that high prices have “driven away lower-income customers” from McDonald’s, …
AI could wipe out half of all entry-level white-collar jobs and spike unemployment to 10% to 20% in the next one to five years, predicts Anthropic CEO Dario Amodei. https://t.co/K53oCApIeF pic.twitter.com/6BgAlQ30pM — 60 Minutes (@60Minutes) November 17, 2025 Anthropic CEO’s Prediction: “AI could wipe out half of all entry-level white-collar jobs in 1 to 5 …