Independent thinking for complex markets and current events
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Tweet reads: Train conductors in Germany have been instructed not to check for tickets from migrants in order to keep the peace. They ride for free and don’t buy tickets. Germany is becoming a lawless society unless you make fun of fat politicians or forget to recycle your plastic bottles. Train conductors in Germany have …
ALL rate cut cycles that began with a 50 bps rate cut came during a crisis: 1. 2001, during the Dot-com bubble 2. 2007, during the Financial Crisis The Fed has sided with 25 basis point rate cuts at the start of every rate cut cycle, UNLESS the economy was in a major crisis. pic.twitter.com/NVVeNkDWXN …
There’s a reason why the big boys have been selling and holding cash. The market may not correct right away but when it bottoms it will take years to recover. The difficulty will be determining when the bottom is in. — JettBlast (@JettBlast00) September 18, 2024 8/ The Fed cuts rates in response to economic …
The Dream Team! pic.twitter.com/WBqECW4Sg2 — Ms. MAGAdonian🤠🇺🇸 (@shopaholicdivas) September 18, 2024
"FMS investors have predicted worsening profits for two months in a row." – BofA Hartnett pic.twitter.com/LDOHf9m49q — Daily Chartbook (@dailychartbook) September 18, 2024 “FMS investors” typically refers to participants in the Fund Manager Survey (FMS) conducted by institutions like Bank of America. This survey gathers insights from global fund managers to gauge their outlook on …
The Federal Reserve’s actions during the COVID-19 crisis were extensive and went beyond just purchasing government securities. The Federal Reserve took unprecedented measures to support the economy. By the end of 2020, the Fed had purchased approximately $3.5 trillion in government securities. This was part of a broader effort that included various lending programs and other financial …
by Stargazer5781 The Challenger Report published an article indicating that hiring in the US has fallen to the lowest level since they began tracking the data in 2005, even lower than the worst periods of the Great Recession. “U.S.-based employers announced 75,891 cuts in August, a 193% increase from the 25,885 cuts announced one month prior.” …
Unless Trump is elected, America will fall to tyranny. Trump must win. https://t.co/h7XbEQqPwy — Elon Musk (@elonmusk) September 18, 2024 “Whatever the Party holds to be the truth, is truth. It is impossible to see reality except by looking through the eyes of the Party.” — O'Brien (1984 by George Orwell) Misinformation experts largely lean …
"Americans are consuming more capital than they produce. US national net savings by households, businesses and the government have been negative since 1Q23, for only the third time since 1947. The other two times were 2008-11 and 2020." Gavekal pic.twitter.com/jWUcaT66Md — Win Smart, CFA (@WinfieldSmart) September 18, 2024 BREAKING: Total consumer credit jumped by $25.5 …
Despicable. The people who are meant to represent their citizens despise them. — Cash Loren (@Cashloren) September 18, 2024 This incident involved Springfield, Ohio City Council Member Krystal Brown. During a council meeting, she was caught on a hot mic saying, “literally I really don’t give a sh*t about the business of the city.” This …
🇪🇺EUROPE FACES BILLION-EURO LOSSES DUE TO CATASTROPHIC FLOODING Central Europe is experiencing its worst floods in decades, with early estimates of economic losses surpassing €1 billion. Countries like Austria, Czech Republic, Poland, and Romania are among the hardest hit by… pic.twitter.com/IXVD3aLk1T — Mario Nawfal (@MarioNawfal) September 18, 2024 With record floods sweeping down the Danube …
THIS IS NOT SATIRE… The Supreme Court has ruled many times that ALL political Speech is protected speech, even lies. Of COURSE the SCOTUS will overturn this, but Democrats don’t care, as long as they can arrest and silence Elon Musk and others before the election. California governor signs laws to crack down on election …
by Mike Maharrey Russian businesses are using gold to pay Chinese suppliers as a way to skirt economic sanctions. According to the Russian website Russia’s Pivot to Asia, Russian businesses are buying physical gold in Russia and then transporting it to Hong Kong via courier. There, the gold is sold, and the cash is deposited into …
by confoundedinterest17 Kamala Harris and Tim Walz have produced a destructive proposal to solve the inflation problem: price controls. Her biggest supporters like Elizabeth Warren and Ohio’s Sherrod Brown love the idea of meddling in the private sector, But I would be symapatheic to their arguement if consumer prices soared more than producer prices. However, …
This is absolutely mind-boggling! The U.S. government has normalized running a $2 trillion deficit. They better hope there's never an economic downturn, or things could get catastrophic… Oh wait… pic.twitter.com/xZjW4JZkKm — The Cytadel (@thecytadel) September 12, 2024 Gold rising with rising US real rates conveys a simple message that has surprised many US investors but …
Just 2 days after a Biden/Harris supporter tried kiIIing President Trump, KJP is calling Trump a threat to Democracy. This is intentional.pic.twitter.com/Ia1SLVGbEu — Libs of TikTok (@libsoftiktok) September 17, 2024 Have you seen this guy break down the shooters social media? Very interesting…https://t.co/vWlfbd1QU9 — floridanow1 (@floridanow1) September 16, 2024 HOLY SH!T MSNBC blames the 2nd …
Beginning of the end https://t.co/QFLfpZtAoW pic.twitter.com/2s6353xJiX — Darth Powell (@VladTheInflator) September 18, 2024 GOLD A rate cut would send gold parabola before markets crash in coming weeks. pic.twitter.com/9rhpsWHtBG — The Great Martis (@great_martis) September 17, 2024 Interest rates are crashing similar to pre-2008 levels, signaling potential economic instability. Interest rates are crashing like they did …
by Michael The way that people are responding to the latest attempt to assassinate Donald Trump says a lot about where we are as a nation. There was a time when something like this would have been considered an attack on all of us. But today things are completely different. Many on the left are …
GFS has it developing in the western Caribbean and moving north. Looks like a major hit for the Gulf Coast. As usual, stay tuned. CMC is onboard with it h/t DOORBERT
❌ BREAKING: U.S. Secret Service Acting Director Ronald L. Rowe warns that a looming geopolitical event could thrust the United States into a kinetic conflict or spark a crisis that would expand the Secret Service's responsibilities and the number of high-profile figures they… pic.twitter.com/BEwM067EPO — {Matt} $XRPatriot (@matttttt187) September 16, 2024 Ok I looked it …
This is some real Cloak and dagger shit right here, It’s being reported all across Lebanon that high ranking Hezbollah fighters had encryption pagers apparently exploded when they all went off simultaneously and injured the fighters!!! This is breaking development as of now 936 a.m. Keep in mind they stop using cell service for security …
In a letter Thursday to FBI Director Christopher Wray, Comer raised concerns over Walz’s promotion, as Minnesota’s governor, of a group called the Hormel Institute, which the Washington Examiner reported in September partners with the Wuhan Institute of Virology. Chairman Comer is demanding additional information following the FBI’s failure to cooperate with the committee’s investigation. – Source – Source #2 …
🚨President Trump just dropped the RECEIPTS on every single Democrat who has contributed to the hateful rhetoric against him which led to two assassination attempts pic.twitter.com/QEn2wZ7Lvs — Benny Johnson (@bennyjohnson) September 16, 2024 Former President Donald J. Trump on Monday morning claimed “inflammatory language” from Democrats had provoked what the authorities are investigating …
THIS IS INCREDIBLE: Warren Buffet's Berkshire Hathaway cash as % of total assets SKYROCKETED to 25.0% in Q2 2024, above the Q2 2005 high of 24.5%. Back then Buffett’s level of cash stayed elevated until the end of 2007 when the Great Recession started👇https://t.co/jCbnGnUoe3 — Global Markets Investor (@GlobalMktObserv) September 17, 2024 ⚠️FED'S BALANCE SHEET …
Claudia Sahm knows the job numbers are much worse than the government data shows. Her indicator showed recession 2 reports ago 👀 — Gimme3Steps (@TheSouthGAJohn) September 17, 2024 https://twitter.com/RJRCapital/status/1836012662272020707 Most uncertain FOMC meeting on record BofA pic.twitter.com/WkQhKaPFcE — Win Smart, CFA (@WinfieldSmart) September 17, 2024 🔥FED WILL CUT RATES ON WEDNESDAY FOR THE 1ST TIME …
100% Banks are sitting on over $600B of unrealized losses — Vimos_crypto (@Vimos_crypto) September 17, 2024 "The global economy is past the cyclical peak as it decelerates from its above-trend momentum on a slew of weaker-than-expected economic data." – BofA Samadhiya pic.twitter.com/X9nbWAO8MV — Win Smart, CFA (@WinfieldSmart) September 17, 2024
NVDA IS the ticking time bomb. The numbers were a sham to begin with. They can’t sustain it. — Uncle Milty’s Ghost (@his_eminence_j) September 17, 2024 ⚠️NVIDIA'S CEO JUST SOLD $26 MILLION WORTH OF THE COMPANY'S STOCK⚠️ The dump took place on September 10th and 11th. Since the start of July, Jensen Huang has sold …
She has no clue how dumb she sounds. — Gunther Eagleman™ (@GuntherEagleman) September 17, 2024 They say this seriously … pic.twitter.com/PFqxTrEahw — Wall Street Mav (@WallStreetMav) September 17, 2024 And yet, this morning @JonLemire is still spreading the "bloodbath" hoax https://t.co/NngiEDaZWD pic.twitter.com/acGkaPrT6E — Tom Elliott (@tomselliott) September 17, 2024
by pentoport The labor market is clearly weakening. But in reality, this is what needs to happen. Short-term pain is needed to reconcile the great imbalances created by decades of free money. The alternative is intractable inflation that renders the middle class into penury. The most recent ADP employment report showed job growth in August …
@FinanceLancelot liquidity crunch is about to hit hard on top of everything else — BC (@badcompuny) September 15, 2024 Seeing net savings tank to -0.9% of GNI is worrying enough, but the rising unemployment rate makes it even more troubling. When people are running out of savings and jobs are becoming scarcer, it’s a big …