Independent thinking for complex markets and current events
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The Dot Com and 9-11 crisis….. the Housing crisis…. the Coronavirus crisis…. what will be the Next Major crisis. When you look at the statistics, after every crisis the wealthy come out even wealthier. While middle and lower class stagnate or lose and need years to come back to where they were before. Government interventions …
Bad news is good news till when? Till bad news becomes very bad news. Unemployment goes to 3.8% and the markets like it. Credit cards and subprime auto delinquencies at years high already at 3.5% unemployment. Let’s see what happens with delinquencies at a 3.8% unemployment… Payrolls rose by 187,000 in August, unemployment rate rises …
. @RepNancyMace : ‘Biden most corrupt President in U.S. history, China sent nearly 7-figures to young grandchild’s shell account, Hunter wrote off about 28 Russian escorts on his taxes.’ “The amount of money in the alleged money laundering and bribery scheme is astronomical… We know that every time Joe Biden has been asked questions about …
. . . Beef Company CEO Warns of Government Attacks on Real Beef Eva Vlaardingerbroek Explains the Dystopian Future Planned With CBDCs [VIDEO]
by Michael If young people are the future of this country, we are in really big trouble. We are supposed to be a civilized society, but now we are facing an entire generation of young Americans that is completely out of control. Violent crime is surging all over the nation, theft will cost U.S. retailers …
by Michael Censorship of the Internet has been getting worse for years, but we just crossed a threshold which is going to take things to a whole new level. On August 25th, a new law known as the “Digital Services Act” went into effect in the European Union. Under this new law, European bureaucrats will …
Watch: John Stossel Destroys Climate Change Myths in Terrific Video This past week, he took on the myths surrounding climate change in a terrific video. Stossel invited climate change activists to a debate at the Heartland Institute. Small problem? They didn’t show up. As Stossel notes, climate change folks like Al Gore never show up …
by Dismal-Jellyfish Borrowing from the Bank Term Funding Program hit a NEW all time high–the 13th consecutive week above $100 billion! What we are monitoring: Bank Term Funding Program (BTFP) Discount Window/Primary Credit “Other Credit Extensions” I hope to shed light on the recent uptick in borrowing due to an attempt to offset the initial …
Wages haven’t really kept up. Think most of the market is smoke and mirrors and resembles the run up during corona virus to me. People are poor. We are seeing more and more people living paycheck to paycheck to make ends meet. People fall back on credit cards to get by. Credit is starting to …
People make less money, and prices are rising everywhere. Housing prices are going crazy. 😢 Are we in a quiet recession already? So many people earn less and everything costs more. Inflation has eroded earnings dramatically in real terms. Meanwhile, food, housing an all of the basics in life are sky high. pic.twitter.com/sfDnI6nJOy — Wall …
by confoundedinterest17 Another (economic report) bites the dust! U.S.-based employers announced 75,151 cuts in August, a 217% increase from the 23,697 cuts announced one month prior. It is 267% higher than the 20,485 cuts announced in the same month in 2022, As M2 Money growth collapses to Great Depression levels. Instead of The Dust Bowl, we can call …
BREAKING: Grant Shapps leaves Downing Street with the Chief of Defence staff following the announcement he will replace Ben Wallace as Defence Secretary. Live politics hub👉 https://t.co/3TzTUCcbO3 📺 Sky 501, Virgin 602, Freeview 233 and YouTube pic.twitter.com/ranHFnsQ6d — Sky News (@SkyNews) August 31, 2023 Uou’d put in a clown defense minister during a time of …
We’ve hit an ignominious milestone. 600,000 Excess Non-Covid Natural Cause Deaths Adding ~4,850 per week consistently since Wk 14 of 2021. This is 82% of the avg weekly deaths from Covid during the pandemic. A full-blown echo pandemic underway – and no one cares. However, when we tally all the mistakes from disruption, denial of …
https://www.youtube.com/watch?v=XBgea3Mj4MU China’s economic structure is getting increasingly unsustainable. Several indicators show that the world’s second-largest economy is standing on very shaky ground right now. A major meltdown is already in motion after the collapse of the country’s second-largest property developer Evergrande, whose shares collapsed by 80% on Monday. But Evergrande’s bankruptcy is just one aspect …
There won’t be a bull run, the money supply growth rate is negative right now https://fred.stlouisfed.org/series/M2SL Where did that liquidity go to? Yes equities, real estate, bonds and consumer goods all around the world. What happens if the liquidity that got borrowed and is collaterized by bonds, real estate and equities gets less? Yes prices …
Crimea 💥💥💥💥💥 pic.twitter.com/3y0QrqUd7f — MAKS 25 🇺🇦👀 (@Maks_NAFO_FELLA) August 30, 2023 Crimea 👀👀👀 pic.twitter.com/vytVdB10CW — MAKS 25 🇺🇦👀 (@Maks_NAFO_FELLA) August 30, 2023 Reportedly, another video from temporarily Russian pccupied Fedosia, Crimea. pic.twitter.com/XzMG0uJ9CM — Giorgi Revishvili (@revishvilig) August 30, 2023 At least one explosion was heard near Feodosia in eastern part of the Crimea, and a …
by WhatCanIMakeToday This NYU paper [Why do banks invest in MBS? (March 2023)] says rising interest rates have led to unrealized bank loan losses of about $1.7 trillion which is only slightly less than total bank equity capital of about $2.2 trillion. Interest rate risk beyond MBS: The estimated losses on securities are only part of the total unrealized …
Global stock markets peaked a month ago at the end of July. Then fell for the first three weeks of August. Today, Nasdaq breadth was strongest since the market top. September will be hell. pic.twitter.com/FST2UcLsci — Mac10 (@SuburbanDrone) August 30, 2023 The FDIC is literally using the same script as 2020… They're changing the reserve …
by EuphoricTrilby Bidenomics: Create 15% food inflation with reckless Covid policy and mandates, then take credit for when inflation “falls” to 6%. https://www.ers.usda.gov/data-products/food-price-outlook/summary-findings/ Americans work three jobs in a single household to put food on the table. Americans on Maui are still digging their dead children from the rubble. And the most most corrupt administration …
‘JUST IN: China to cut interest rates on $5.3 TRILLION of mortgages to support their economy. The last time China did this? In the 2008 financial crisis. The move comes just after they cut taxes on stock trades and considered banning short selling of stocks. Is China on the brink of a credit event?’ JUST …
Credit conditions are likely to worsen in H2 2023 Commercial bank deposits have been contracting sharply, pointing to a decline in lending pic.twitter.com/L2HRt5ZT1n — Bravos Research (@bravosresearch) August 30, 2023 High bond yields imperil America’s financial stability Don't forget, $140 billion in OCE loans by these banks are required to be paid back to the …
“ The intel agencies have a big effect on what is broadcast on television, and what you see on Facebook and Google as well… There are a lot of anchors including people I know well and have worked with at different networks.. .I’m thinking of one in particular, a national security reporter, who is just …
FIGHT THE POWER, STICK IT TO THE MAN: Update: The Gadsden Kid Is Undefeated, Has His School Running for the Hills. What’s wrong with the Gadsden flag, you ask? According to school staff, it has its roots in slavery and the slave trade, a claim Jaiden was obviously highly amused by and whose facial expression …
by Michael The Internet just changed forever, but most people living in the United States don’t even realize what just happened. A draconian new law known as the “Digital Services Act” went into effect in the European Union on Friday, and it establishes an extremely strict regime of Internet censorship that is far more authoritarian than …
They aren't saving the financial system. They're buying the banks time to unload their positions. https://t.co/VJwzpZ471r pic.twitter.com/M3nl4eQEuB — Financelot (@FinanceLancelot) March 28, 2023 ‘Current unrealized losses in the US banking system is -$1.8 trillion out of only $2.2 trillion capital With corporate taxes due Sep 15 & possible gov shutdown Oct 2, the general public …
by bitkogan In a classic case of “bad news is good news” sentiment, the stock market seems to be embracing the notion that a cooling labor market could trigger interest rate cuts. However, the Federal Reserve has made it clear they’re data-dependent. As such, the Fed has not committed to implementing rate cuts that are …
by Infamous_Sympathy_91 YCC abandoned… BOJ forced to push up interest rates… carry trade goes away… global liquidity plummets… global credit events happen… stocks reduce… oil increases… inflation accelerates… Gold explodes in value.
Heckova job, “Zimbabwe Ben” Bernanke, Yellen the Felon, & BlackRock Jay! ‘The median home value to income ratio in the US now stands at a record ~4.5x. This is 45% above the historical average of ~3.1x with the median home payment now at a record $2,800/mo. Meanwhile, the median rent price in the US just …
ABC News: https://abcnews.go.com/Politics/vivek-ramaswamy-changed-characterization-jan-6/story?id=102602093 View post on imgur.com POLITICO: https://www.politico.com/news/magazine/2022/09/12/republicans-victimhood-mythology-elections-00055908 View post on imgur.com https://www.usatoday.com/story/news/politics/elections/2023/08/29/ramaswamy-pence-jan-6-capitol-attack/70697623007/ View post on imgur.com Did Vivek Ramaswamy put both of these in his book? Did he change it at some point? Or is the media just putting out misinformation again? h/t dr0id
The FED made a new arrangement for banks called BTFP (Bank Term Funding Program) that banks can use to replace their dependence on RRP. So the money that had banks had been getting from the Overnight reverse repo is now balanced with the money they can get with BTFP . Kind of like a buffet line at …