Independent thinking for complex markets and current events
The sharpest signals, deepst dives and must-read reports from Citizen Watch Report.
by Plastic-Umpire4855 Right, I feel like I’m going crazy reading the MSTR channels and any negative comment is met with a hail of abuse. But I don’t get it, and more worryingly it’s now embedding itself into actual financial markets. So here is my understanding: the “company” other than owning BTC has nothing to do …
– $10 billion on maintaining, leasing, and furnishing mostly empty buildings – $12 Million on a Las Vegas Pickleball Complex – $3 Million for ‘Girl-Centered Climate Action’ in Brazil – $10,851,439 on Orwellian cat experiments – $4,840,082 on Ukrainian influencers – $20 million on “Ahlan Simsim” a new Sesame Street show in Iraq – $365,000 …
Per the @FT: “US companies are defaulting on junk loans at the fastest rate in four years, as they struggle to refinance a wave of cheap borrowing that followed the Covid pandemic.” This is not about weak demand. Rather, it’s the consequence of excessive borrowing by companies,… pic.twitter.com/V9kOs5Y37e — Mohamed A. El-Erian (@elerianm) December 24, …
by Michael Sticking our heads in the sand and pretending that everything is okay isn’t going to do anyone any good. Chaos has been erupting all over the globe, and global events are likely to accelerate even more in 2025. But as I write this article, most Americans have shifted into “vacation mode” and are …
by External-Noise-4832 CBS – After nearly a year of war between Israel and the Iranian-backed terrorist group Hezbollah, Lebanon was sent reeling in September when thousands of pagers and walkie-talkies belonging to Hezbollah members exploded. Two recently retired senior Mossad agents, who were among those spearheading the years-long operation, detailed the inside story of how they …
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by Mike Shedlock Chicago mayor Brandon Johnson stepped to new lows when his hand-picked board fired Chicago Public Schools (CPS) CEO Pedro Martinez without cause. Austin Berg at the Illinois Policy Institute Explains on X. Chicago Mayor Brandon Johnson’s hand-picked school board just voted unanimously to fire Chicago Public Schools CEO Pedro Martinez without cause. Johnson …
by notayesmanseconomics As we arrive at Christmas Eve and the end of my blogging year we see that the main economic themes of 2024 are still in play. Let me start with one that as we came into the year looked if we use modern language that it was like, over. Since September, the ten-year …
As retail investors flock to stocks with record inflows, yesterday 20 day skew hit a new all time high, as Wall Street quietly liquidates. pic.twitter.com/f5f9vfWUgy — Mac10 (@SuburbanDrone) December 24, 2024 A big Christmas vol crusher to round-trip VIX back to the lows of last week as if the hawkish FOMC had never happened. However, …
Ordering a pint under 25 can be hard,Searching your wallet to find your ID card; But next year, with new laws ‘cross the land,You can prove your age with the phone in your hand. So it’s Christmas! Raise your glass with a smile! Want to know more? Here’s @PeterKyle. 1/3 pic.twitter.com/pGHLgBhZwg — Department for Science, …
On a rolling ninety day basis, Momentum Tech and Bitcoins are 95% correlated, the highest in history. Which means that while gamblers are watching Bitcoins implode over the holiday, we can be 95% certain of what will happen the day after. pic.twitter.com/yLcy44LcyX — Mac10 (@SuburbanDrone) December 23, 2024 Bitcoin is not fungible and also likely …
https://twitter.com/_/status/1870916394021183839 🚨NEW: Anthony Scaramucci warns Elon to “stick to business." “He's just got to be very, very careful because he's making enemies that he doesn't realize." "Lay off the gas on politics a little bit because these people could hurt you." "It's no no need for you to get hurt.… pic.twitter.com/hIlLfSMH1m — Western Lensman (@WesternLensman) …
This chart is eye-opening: The S&P 500 has seen modest growth in corporate earnings compared to its notable price appreciation since 2023, the year where, among other things, ChatGPT was released. pic.twitter.com/N03i8gn7Bs — Otavio (Tavi) Costa (@TaviCosta) December 23, 2024 BREAKING: The US consumer confidence index fell to 104.7 points in December, marking one of …
/1🚨 BREAKING 🚨 AFL has obtained new photos of Joe Biden meeting with Hunter Biden’s Chinese business associates and introducing Hunter to China’s President Xi Jinping. pic.twitter.com/SB13yaXiXv — America First Legal (@America1stLegal) December 23, 2024 https://twitter.com/_/status/1871255712946418081 https://twitter.com/_/status/1871256450024321330 America First Legal obtained new photos of Joe Biden meeting with Hunter’s Chinese business associates and introducing Hunter …
by External-Noise-4832 John David McAfee was a British and American computer programmer, businessman, and two-time presidential candidate who unsuccessfully sought the Libertarian Party nomination for president of the United States in 2016 and in 2020. In 1987, he wrote the first commercial anti-virus software, founding McAfee Associates to sell his creation. He resigned in 1994 and …
by AC Most people including myself are focused on the economy and how it is doing. But the more concerning thing is actually the state of our society and it’s associated cultures. It is pretty clear to me that it is collapsing and may already be collapsed. The structure of our society has always been …
Look at that, he finally got back to where he was with felony book keeping back in 2000. Only took him 24 years for his next cook-the-book scam and it wasn’t even his idea. MSTR owns 40B in buttcoin (that they can never sell) Less 10B in convertible notes due before 2030… Equals 30B equity …
37 of 40 murderers pardoned. https://archive.is/boAVI President Biden announced on Monday that he was commuting the sentences of 37 of the 40 inmates on federal death row. The men will continue to serve life imprisonment without the possibility of parole. Here is a full list of those granted commutations, as well as the three men remaining on …
Bitcoin is not digital gold. Gold is not a network asset. If you hold it, you hold it. I moved apartments recently and I simply took my gold with me. Can’t do that with bitcoin. You need to ask “the network” to move your bitcoin from one address to another. If the network says no, …
According to the latest conventional ‘wisdom’ – which changes with each and every CPI report and FOMC dot adjustment – inflation is back and so is the soft landing. The most recent update from the labor market says that’s entirely backward. Job findings have utterly plunged right when the jobs market reaches that ‘magical’ unemployment …
1/ Look at this chart. 🇨🇦 job vacancies have plummeted to 572k in Q3 2024, a staggering 44.5% drop from the Q2 2022 peak. This is the lowest vacancy level since 2021. pic.twitter.com/9baBZ5yFht — Shazi (@ShaziGoalie) December 23, 2024 3/ Employers aren’t just hiring less; 🇨🇦 labor demand is shrinking outright. Total jobs (filled + …
MSTR’s latest BTC buy shows Saylor’s strategy relies on 2 things: “numbers go up” and exciting the less sophisticated herd. MSTR issued $561mm of stock between Dec 16-22. And bought $561mm of BTC at $106,662 – and he’s already lost 10% on that latest BTC buy over the weekend.… pic.twitter.com/QHdcjlzcW1 — Novacula Occami (@OccamiCrypto) December …
⚠️S&P 500 RISK PREMIUM HAS DROPPED TO THE LOWEST SINCE THE DOT-COM BUBBLE BURST⚠️ The difference between the S&P 500 estimated earnings yield (earnings divided by price) and the 10-year Treasury yield fell to the lowest in over 2 decades. Are stocks overvalued versus bonds? pic.twitter.com/OwlMjd45Jo — Global Markets Investor (@GlobalMktObserv) December 23, 2024 Is …
https://twitter.com/CaptCoronado/status/1871041505781309798 Peace talks between Ukraine and Russia have begun. The discussions are aimed at finding a resolution to the ongoing conflict that has been devastating both nations. The talks are being closely monitored by the international community, with many hoping for a peaceful and lasting solution. https://apnews.com/article/nato-ukraine-russia-war-conflict-meeting-800cc6b652534fd996bddc6fbc12cf58 https://www.voanews.com/a/nato-chief-aims-to-put-ukraine-in-position-of-strength-for-peace-talks-with-russia/7906333.html h/t Truther Speaks
I will sign executive orders to end child sexual mutilation, get transgender out of the military and out of our schools, and we will keep men out of women’s sports.” https://twitter.com/_/status/1870913404023759244 ❌ BREAKING: Trump has announced that one of his first actions as president will be signing an executive order to ban transgender individuals from …
Global yields to explode in 2025. pic.twitter.com/n1ycL1tXOD — The Great Martis (@great_martis) December 23, 2024 The U.S. federal debt is projected to reach over $50 trillion by the middle of the next decade. This includes the need to roll over existing debt, which means refinancing or issuing new debt to pay off maturing obligations. The …
by Michael The fact that economic conditions are getting worse is certainly not good news, but it is better to know in advance what is coming. After four years under Joe Biden, the U.S. economy is a giant mess. We have been witnessing a slow-motion collapse right in front of our eyes, and those at the …
Bitcoin is starting to breakdown versus gold. If it continues, it'll be the first time it's ever happened as Bitcoin versus gold tries to break above the previous cycle high. In other words, it shouldn't happen, and if it does, Bitcoin has a problem. pic.twitter.com/388oz1aQJu — Northstar (@NorthstarCharts) December 22, 2024 Is the cattle ready …
This is a real movie that released on Friday. That they want us to take seriously. HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA pic.twitter.com/JpkNs7ysTQ — Oilfield Rando (@Oilfield_Rando) December 20, 2024 https://twitter.com/_/status/1870203610438742061 h/t Dan
