Independent thinking for complex markets and current events
The sharpest signals, deepst dives and must-read reports from Citizen Watch Report.
This is shocking: US population growth has collapsed Reaching levels near 0% indicating almost NO growth Current levels have NEVER been seen in 100+ years Even during the Great Depression, population growth bottomed out at around 0.5% In other words, this is the worst population growth setup seen in over 100 years of US history …
The abuse of power up against President Trump in New York is without precedent. The whole process mocks the rule of law and civil rights. pic.twitter.com/0DVDyATh0P — Tom Fitton (@TomFitton) November 6, 2023 Trump’s Attorney Has Perfect Response When Judge Says ‘Control Your Client’ h/t Simian_Stacker
The DTCC’s decision to double margin requirements for mortgage-backed securities, alongside the recent MBS VaR stress testing increase, reveals growing concerns. As the 10-year Treasury yield experienced a sharp drop over the past two weeks, accelerated by weakening manufacturing and labor market data, the financial landscape is becoming increasingly uncertain. 🚨#DTCC DOUBLES THE MARGIN REQUIREMENTS …
BREAKNG: The US and its NATO allies served notice Tuesday that they will formally suspend their participation in a 1990 treaty limiting conventional forces in Europe, marking the demise of landmark arms control agreement – WSJ pic.twitter.com/Mrimxvdoaf — Insider Paper (@TheInsiderPaper) November 7, 2023 With @NATO, we're reinforcing Alliance-wide resilience against threats and challenges to …
Lockheed EP-3E Aries II Squawking – MN806 Looks like they are invading Iranian airspace Possible provocation The EP-3E Aries II is a land-based Multi-Intelligence reconnaissance aircraft based on the P-3 Orion airframe. The EP-3E ARIES II was recently upgraded from SIGINT to Multi-Intelligence and is the Navy’s only land-based reconnaissance aircraft. The EP-3 aircraft in …
In a revealing interview, Justin Trudeau faces harsh scrutiny as housing prices have skyrocketed by 70% during his tenure, while the average rent has surpassed $2,000 per month and continues to climb. 🔊 … Justin Trudeau gets wrecked in this interview 🚨🚨🚨 "Since you took power in 2015, the benchmark housing prices have gone up …
President Trump, Jack Posobiec, Charlie Kirk, Prominent Conservatives CENSORED on Social Media During 2020 Election, New Bombshell House Report Reveals Trump’s Explosive Testimony: Slams ‘Hack’ James and Leftist Judge
Many are realizing the US government manipulates economic data through various means, raising concerns about data authenticity. Others are catching on to the fact that the US government is faking economic data. There are thousands of economic PhDs and statisticians whose entire job is to massage the data so that it fits the narrative desired. …
I sense that the market is currently stagnant, and we’re on the edge, anticipating a series of negative events. Banks and other lenders are likely to grapple with extensive non-performing loan portfolios. It’s time to brace ourselves for what’s coming. Source: https://cre.moodysanalytics.com/insights/cre-news/ma-cre-office-loan-maturity-monitor-office-borrowers-still-struggling-for-takeouts-also-time-to-worry-about-multifamily/ https://www.youtube.com/watch?v=RP9HHlc30MU&t=118s h/t guardimus
The American middle class is dying right before our eyes. In the past decade alone, middle-income earners lost more purchasing power than they did between 1970 and 1990. That’s all thanks to the rising cost of living in the United States, which pushed median home prices from $17,000 in the 70s to almost $450,000 today. …
by Agitated_Product_404 In short Warren Buffet and Charlie Munger, two of the greatest investors of all time leading one of the largest funds in the world just increased their cash position yet again this last quarter to $157 Billion. This would put their cash position at now over 20% of total assets under management which …
Central banks globally bought 337 tons of gold in Q3 2023, part of a broader trend. China, the top global gold producer, purchased 181 tons during the first nine months of 2023, contributing to a total of 800 tons acquired by central banks worldwide. This aligns with China’s strategy to reduce its reliance on the …
Democrats’ Corrupt Kangaroo Court Judge Arthur Engoron Pre-Determined That NY Found Fraud BEFORE Attorneys’ Opening Statements Donald Trump testifies in New York fraud trial: Calls judge ‘hostile’, says he wants a jury and calls case a ‘disgrace’ as he ends appearance on the stand Tensions quickly flared as Trump took the stand in the $250million …
Global manufacturing PMI dropped to 47.6 in October, the lowest since Covid and below the 50 threshold for 14 months, indicating a clear global slowdown, with the decline driven by activity components while price pressures remained steady. 1/5. October global manufacturing PMI was down by 1pt to 47.6, the lowest level since Covid and below …
by 2201992 No President has ever been indicted. Not even Nixon or Clinton. Clinton lied under Oath to Congress. The punishment was losing his Law License. For Nixon the punishment was resigning then being pardoned. Why was Nixon pardoned? Because Democrats understood then that if they pursed Criminal Charges against Nixon that every future and …
Vanguard, a global investment giant, has made a decisive move to withdraw from China by finalizing severance agreements with its remaining Shanghai staff, including country head Luo Dengpan. This exit follows a series of disputes, and China’s retaliatory measures, such as exit bans, raids, and arrests of foreigners, raise concerns about its investment climate. Vanguard …
S&P 500 earnings revision breadth going deeply negative means that a substantial number of companies in the S&P 500 index are revising their earnings forecasts downward, signaling potential challenges and contributing to market concerns. Uh oh. S&P 500 earnings revision breadth has gone deeply negative. 🫤 pic.twitter.com/timlZF3xV6 — Markets & Mayhem (@Mayhem4Markets) November 6, 2023 …
Billionaire investor Stan Druckenmiller, known for his market insights, is making significant moves by taking “massive” bullish positions in two-year notes. His actions come as growing worries about the economy loom on the horizon. Recent data showing a spike in youth unemployment during September and October is ringing alarm bells, historically indicative of past recessions. …
South Korea’s decision to ban short-selling shares until June in the name of creating a “level playing field” is a striking move. South Korea will ban short-selling shares until June to ensure a "level playing field." Absolutely wild. Financial markets are being manipulated all over the world right now. You know what actually needs a …
by Michael In recent weeks there have been numerous high profile bank “glitches”, accounts are being shut down without warning at a staggering rate all over the nation, and more institutions continue to get into very serious financial trouble. For a while, I was ignoring some of these reports because I thought they were isolated …
$40,000,000,000 in Unrealized Losses Hits JPMorgan Chase As Bank of America, Wells Fargo and Citigroup Face Exposure to US Treasuries: Report $40,000,000,000 in Unrealized Losses Hits JPMorgan Chase As Bank of America, Wells Fargo and Citigroup Face Exposure to US Treasuries: Report https://t.co/ReCYD0QpLy — The Old Pretender (@Dioclet54046121) November 5, 2023 JPMorgan Chase has quietly …
🇺🇸USS Dwight D. Eisenhower, USS Philippine Sea and USS Mason entered the Red Sea after transiting the Suez Canal yesterday. pic.twitter.com/PM93xhzmSI — Navy Lookout (@NavyLookout) November 5, 2023 The American aircraft carrier Dwight Eisenhower passes through the Suez Canal pic.twitter.com/Hu5DsK1JBz — Sprinter Press (@SprinterPress) November 5, 2023 USS Philippine Sea (CG 58) Ticonderoga-class guided missile …
by polloponzi Here is a round-up of the doom and gloom headlines that have occurred in one of the worst downturns in freight market history. 30,000 employees out of work when trucking firm Yellow shuttered 2/ pic.twitter.com/NdBSIIfIxE — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) November 4, 2023 Nearly $500M in debt catches up to air cargo operator …
by demonbeanie The banking system is facilitated by uncollateralized debt; fractional reserve banking, which had seen the reduction of the reserve requirements to 0% in 2020. https://www.federalreserve.gov/monetarypolicy/reservereq.htm On your bank’s balance sheet, there are assets labeled “cash on hand,” which includes cash and cash equivalents which is physical dollars, MM accounts, CDs, Short-term gov bonds, and …
The @NWSHonolulu has issued a Red Flag Warning starting at 10 a.m. Sunday. The warning covers leeward areas of all islands, plus central O'ahu and south shore areas of Kaua'i. Low humidity and gusty winds create a high risk that fires may spread quickly and unpredictably. 🧵1/3 pic.twitter.com/N7wsngKpGj — Hawaii EMA (@Hawaii_EMA) November 5, 2023 …
The State Dept recommends that U.S. citizens in Lebanon leave now while commercial flights remain available due to the unpredictable security situation. Available flight options at Beirut–Rafic Hariri International Airport: https://beirutairport.gov.lb/ Have a plan of action for crisis situations that does not rely on U.S. government assistance. The best time to leave a country is …
Photo by Roselyn Tirado From Brandon Smith We’re enduring a stagflationary crisis – there’s no way around it. It doesn’t matter how much oil Joe Biden dumps on the market from the Strategic Reserves. It doesn’t matter how many jobs he is able to temporarily buy with $8 trillion-plus deficit spending. It doesn’t matter how many times …
‘Subpoenas for Biden family are coming this week.’ House Oversight Chairman @RepJamesComer joins us today on #TheGreatAmericaShow with an update on his investigation of the Biden Crime Family. Join us for the full episode at https://t.co/RwNf3n3Fs8! pic.twitter.com/PY4PnrSrXY — Lou Dobbs (@LouDobbs) November 3, 2023 Burlison: Now I’ve Seen ‘Enough Evidence to Impeach Biden’ [VIDEO]
BTW, $TSLA EPS are going down by 27% this year, $AAPL has just had its fourth quarter of declining sales. Does it really justify current valuations priced for perfection and exponential growth? — Michael A. Arouet (@MichaelAArouet) November 3, 2023 Shiller PE still at Black tuesday levels pic.twitter.com/xSv3b2bUpS — Canadian Prepper (@PrepperCanadian) November 4, 2023 …
“Customers at several big banks on Friday wrestled with direct deposit delays stemming from an industry-wide processing issue…surge of “outages” reported by banking customers Fri morning, incl Bank of America, Chase, Truist, U.S. Bank…” via @CNBC “Customers at several big banks on Fri wrestled with direct deposit delays stemming from an industry-wide processing issue…surge of …