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The sharpest signals, deepst dives and must-read reports from Citizen Watch Report.

Housing needs help deflating: Completed but unsold homes at highest level since 2009. Oversupply and weak demand point to price cuts ahead

https://twitter.com/rev_cap/status/1962197481111834696 Housing *does* need help, but totally agree if they cut FFR it’ll just make things worse Since cutting cycle of 100bps last sept, 30Y UP 100bps Eventually I also think they try another George W Bush type program (when the rate cuts don’t work)https://t.co/42buOXff4f — Robert (infra 🏛️⌛️) (@infraa_) September 1, 2025 We’re now …

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Crypto is a leading indicator for equities in terms of risk on and risk off. BTC is trading near 2 month lows currently.

BTC peaks before stocks. QQQ soon will follow. $BTC is trading near 2 month lows currently. Diverging from the $QQQ lately. Last time BTC was trading this low, Q’s were about 4% lower than current levels. 🤔 pic.twitter.com/ALwrZMOLm9 — Heisenberg (@Mr_Derivatives) September 1, 2025 XRP The rare, majestic broadening top has appeared. The abyss awaits. …

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Americans max out cards, nearly 1 in 8 people are behind the payments, suddenly feels like 2008 all over again

Credit card delinquencies highest in 14 years, unpaid balances 90+ days, consumer spending under threat. Once the plastic is maxed, how do people buy anything? There's about to be a MASSIVE explosion, of all these people's student loan debt, credit card debt, and new BNPL debt hitting at once. I'm positioned pretty well in collections …

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The Big Short isn’t over: Corporations brag about AI revenue and balance sheets while burying costs, layoffs, and silent debt

The Big Short wasn’t about 2008. It was about every earnings call you’re watching right now. 2006: lenders bragged about profits while delinquency rates exploded. 2025: – Corporates brag about “AI revenue” but hide costs. – They brag about “stable headcount” but bury workforce hollowing. – They brag about “strong balance sheets” but roll silent …

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Housing prices likely peaked. Case-Shiller down 4 months, listings up 25 percent. Mortgage Bankers Association sounds nervous

Houses are everywhere, prices stop climbing, buyers rejoice eventually. Insanity. I don’t see how housing doesn’t struggle going forward. Wait until the boomers die off. There will be no one left that can afford to buy. https://t.co/aNWA55mzBY — QE Infinity (@StealthQE4) August 31, 2025 Among all recent grads living at home, the divide between men …

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France teeters on the brink: debt hits record €3.35 trillion while Macron government imposes €5 billion emergency cuts and markets panic

France is cracking under its own weight. Debt has surged past €3.35 trillion, more than 114 percent of GDP. The government’s answer is €5 billion in emergency cuts scraped from unspent funds and health insurance. “France faces €5bn in fresh cuts as debt balloons to record high” RFI The cuts are theater. The deficit is …

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Europe in shock: populist right-wing parties surge to unprecedented highs in Germany, France and Britain

The firewall didn’t just weaken. It detonated. The center in Europe has lost its grip and the populist right-wing is surging. “For the first time, populist or far-right parties are leading the polls in the U.K., France and Germany.” Political Wire “Surge in immigration and weak economic growth spark voter backlash in France, the U.K. …

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Trump HUD orders all illegals out of Section 8 housing, now tenants must prove citizenship

The federal government is finally enforcing proof of citizenship for Section 8 housing. Millions of dollars in taxpayer-funded benefits that were previously going to those ineligible could now be reclaimed. Communities could see a sudden shift in housing availability, and the ripple effects may shake local housing markets. Legal and bureaucratic challenges are inevitable, but …

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Inflation up, labor market down: Analyst says Fed is in the worst possible position; Fed cuts rates on the short end, inflation worsens, 30 year yield rises.

Yup. Basically pic.twitter.com/mKedOV6P44 — QE Infinity (@StealthQE4) August 31, 2025 The Federal Reserve is facing pressure on two fronts as inflation picks up and the labor market shows signs of slipping. Sevens Report Research founder Tom Essaye joins Opening Bid to explain why this puts the central bank in a difficult policy spot heading into …

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Tether just minted another 1B $USDT! In the past 3 days alone, Tether and Circle have minted a combined $4B in stablecoins.

They are printing billions in tether and it’s seeping into $BTC and $ETH. Tether(@Tether_to) just minted another 1B $USDT! In the past 3 days alone, #Tether and #Circle have minted a combined $4B in stablecoins.https://t.co/Ptsy2BsPoEhttps://t.co/6dITkpO0hm pic.twitter.com/nad7EQ7baI — Lookonchain (@lookonchain) August 30, 2025 https://twitter.com/3e3dev/status/1961958208609931344 Bitcoin Reminder: Each time Bitcoin hits the ceiling , an 80%+ drop …

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Six states let AI decide if you get care, Medicare payouts now tied to saying no

The machinery of denial is moving into healthcare. Six states — Texas, Arizona, New Jersey, Ohio, Oklahoma, Washington — will hand prior authorization for Medicare to private firms armed with AI. Every claim will be filtered through algorithms trained to say no, and the companies get paid a slice of the money they save. Profit …

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THE ENTIRE WORLD IS ABOUT TO GO BANKRUPT.

Too much debt, breaking points are close, so many signs. THE ENTIRE WORLD IS ABOUT TO GO BANKRUPT. — Make Gold Great (@MakeGoldGreat) August 28, 2025 Trump wants the Fed to cut interest rates so the government can lower its borrowing costs. But creditors won’t lend the U.S. Govt. more money if interest rates are …

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Trump orders 8 warships to Venezuela

Newsweek confirms the deployment: “Eight U.S. warships are now involved as part of a broader ‘enhanced counter narcotics operation’… including three destroyers, two landing dock ships, an amphibious assault ship, a cruiser and a littoral combat ship” https://www.newsweek.com/donald-trump-maduro-venezuela-warships-military-forces-2121630. Axios adds a darker layer: “Even close Trump advisers aren’t entirely sure whether the gunboat diplomacy is …

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Nvidia sidelined, Alibaba crowned in Beijing’s chip power play. Alibaba Cloud is chasing AWS

Alibaba’s chip announcement isn’t an upgrade. It’s a message. “China’s Alibaba has developed a new chip that is more versatile than its older chips and is meant to serve a broader range of AI inference tasks” (US News). The design runs Nvidia’s software stack but comes out of a Chinese fab, not Taiwan. That’s insulation …

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Bloody day in cryptoland: Bitcoin nuked to $110k, 163k traders liquidated, $900m gone. Ethereum and altcoins hammered after $14.7b options expiry

The blockchain blinked. Then it bled. It began with a ghost. A whale dormant for 5 years rolled over and crushed the market. “A dormant whale woke up after 5 years and sold 24K BTC worth $2.7 billion. The single move crashed Bitcoin to $111K and erased $50 billion in market value” The Coin Republic. …

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Capital is leaving Canada faster than ever; The country is now officially in recession

🚨 BIGGEST OUTFLOW IN HISTORY 🚨 Capital is leaving Canada faster than ever—like it just got a hard elbow to the head. 🏃💨💸” pic.twitter.com/eoS6LmpRzR — Market Mania 🏴‍☠️ (@MarketManiaCa) August 28, 2025 Canada printes two consecutive quarters of negative annualized GDP growth pic.twitter.com/cxRUGbVJ3r — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) August 29, 2025 Foreign investors …

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Top 200 insider trades this week: 200 sells, 0 buys. Executives unload shares in unprecedented wave. Last time this happened was 1929

If insiders aren’t buying, why should anyone else? BREAKING NEWS: Out of the top 200 insider trades over the last week (by value). 0/200 were buy orders. I have never seen anything like this in my life. pic.twitter.com/QS2r2QvSR9 — Kevin Malone (@Malone_Wealth) August 29, 2025 https://twitter.com/NorthmanTrader/status/1961448152004759780 The last time the FED Rate Cut: September 2024: …

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TransUnion has been hacked. 4.4 million customer records exposed.

📰TransUnion Discloses Data Breach Impacting 4.4 Million Customers Data Breach Notification: https://t.co/UfL3KybPfZ pic.twitter.com/ugWKMre0pt — Dark Web Informer (@DarkWebInformer) August 28, 2025 Three companies – Equifax, Experian, TransUnion – hoard your financial data. They've been hacked (147 million records stolen), sued for errors, and lobbied Congress with millions in spending. Yet they face zero competition. That's …

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Countries HALT Shipments to U.S. over Trump Policy

Australia Post announced it “would not accept parcels to the U.S. and Puerto Rico lodged on or after that date,” citing tariff confusion and customs chaos. Japan Post followed, halting packages over $100 or containing commercial items. Letters and postcards? Still allowed. But commerce? Frozen. https://www.msn.com/en-gb/money/other/list-of-countries-pulling-package-shipments-to-us-grows-as-trump-s-tariffs-take-hold/ar-AA1LkUZg Germany’s Deutsche Post and DHL Parcel Germany issued a …

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Marriage turns out to be a club with a high entry fee; Romance is optional wealth is required

The myth is pristine. The numbers are savage. For decades pundits and policy wonks have sold marriage as a ladder for men. The truth is harsher. Marriage does not elevate. It gates. And the gate swings only for men already earning. The Institute for Family Studies claims “Married men earn between 10% and 40% more …

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Worse than GFC. Nobody is buying. Lower prices! Your house isn’t worth 50% more than 4 years ago.

Worse than GFC Nobody is buying. https://t.co/BOkVkQh8AS — Amy Nixon (@texasrunnerDFW) August 28, 2025 It’s not a strike because that implies a choice. The average family simply can not afford the average house today. The only people buying are current homeowners or the fairly well off. First-time buyers are absolutely screwed and this isn’t healthy …

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Karoline Leavitt calls out decades of failure in Chicago; Murder rate three times Los Angeles nearly five times New York City

Failure wears the mask of governance. Karoline Leavitt did not hold a press briefing. She delivered a postmortem. “Your leaders are lying to you — and they have been failing you for decades.” link Chicago murders explode in numbers that shock the conscience. “In 2024, Chicago’s murder rate per capita was three times higher than …

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The Making of a Monster

The Minnesota transsexual murderer of school children wrote out clear clues of what drove him into becoming something some would consider a monstrosity and how society helped him get there. by David Haggith Today we got to see the rare confession by a transsexual, mass-murdering, child that he/she wished he/she had never made the mistake …

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Political espionage exposed: Trump associates targeted in orchestrated CIA campaign

It was never a mistake. It was never a misunderstanding. It was a plan. CIA Director John Brennan allegedly handed foreign allies a list of 26 Trump associates to “bump” into. Not investigate. Not watch. Bump. Intelligence engineered casual encounters to trigger surveillance. link The Five Eyes alliance, the United States, the United Kingdom, Canada, …

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Newsom mocked Trump for federal troops now he sends state police to same cities same tactics different uniforms

They condemn it when others do it. They call it authoritarian, militarization, federal overreach. Then they do the exact same thing. Gavin Newsom, who spent months ridiculing Trump’s use of federal troops in cities like Los Angeles and Washington, has deployed his own crime suppression teams across California. The same cities. The same tactics. But …

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New criminal referral filed against Lisa Cook for Massachusetts condo with Michigan and Georgia mortgages already under scrutiny

The Federal Reserve is bleeding credibility. Not from miscalculations or inflation forecasts. From rot inside its own walls. Lisa Cook, a sitting Fed governor, is facing three separate criminal referrals for mortgage fraud. Three homes. Three states. Three filings that are inconsistent and fraudulent. The latest: a $361,000 condo in Cambridge, Massachusetts, declared a “second …

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Cyberattack cripples Nevada state government, shutting down DMV offices, welfare programs, courts, and online services statewide

The collapse was total. Nevada woke on Sunday, August 25, to discover its entire digital infrastructure had failed. It was not a flicker, not a temporary glitch. DMV offices could not process licenses. Welfare benefits froze. Courts could not function. Government websites were offline. Phone lines were dead. The governor’s office could not communicate. Millions …

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