When one falls. all fall. so when boom?

by RedditIsOwendByTheWS Apple Microsoft Amazon NVIDIA Tesla Alphabet Meta Alphabet Class C Berkshire Hathaway UnitedHealth Group https://twitter.com/FinanceLancelot/status/1692965376055705764 https://twitter.com/SuburbanDrone/status/1692889241913643108 https://twitter.com/crossbordercap/status/1692974516236919043 https://twitter.com/WinfieldSmart/status/1691128548512485376

ECB President Christine Lagarde: Cash transactions above 1,000 Euros are already banned … Jail or fines if you are caught

ECB President Christine Lagarde CBDC Will Be Used For Control 🚨🚨🚨Cash transactions above 1,000 Euros already banned. Jail or fines if you are caught. With CBDC Euro, there will be controls. Maybe transactions 300-400 Euros won't be controlled. Anything above will be. 🔊 pic.twitter.com/MeAucmoK9H — Wall Street Mav (@WallStreetMav) August 18, 2023 https://twitter.com/_/status/1689287773591629825

China’s financial house of cards built on limitless debt & “stimulus” is collapsing.

China’s Housing Slump Far Worse Than Reported; Half Of State-Owned Builders Warn Of “Widespread” Losses Earlier today, Goldman’s head of hedge fund sales Tony Pasquariello observed that “to this point in the sequence, I’d argue the slowdown in China had been a net positive for US equities — with specific regard to the disinflationary impulse and the flow …

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Prepare for lockdowns as BA.2.86 scariant emerges

Never sacrifice the constitution in the name of Safety! It leads to totalitarianism! Resist! — Ryan Cunningham (@patriotryanc) August 18, 2023 The WHO, CDC, Biden Admin are fear mongering a new COVID variant BA.2.86 after highly mutated strain reported in Michigan. Sources in DHS and Emergency Management (my field) are already preparing for lockdowns and …

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Hilary Still a Cat 4 Hurricane. Catastrophic And Life-threatening Flooding Likely Over California And The Southwestern US

..CATASTROPHIC AND LIFE-THREATENING FLOODING LIKELY OVER BAJA CALIFORNIA AND THE SOUTHWESTERN U.S. THROUGH EARLY NEXT WEEK… …AIR FORCE RESERVE HURRICANE HUNTERS FIND THAT HILARY IS STILL A CATEGORY 4 HURRICANE… https://www.nhc.noaa.gov/?epac Hurricane #Hilary Advisory 12: Catastrophic and Life-Threatening Flooding Likely Over Baja California and the Southwestern U. S. Through Monday. https://t.co/Oy8uoeRKme — NHC Pacific (@NHC_Pacific) …

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A thread on “What is wrong with the Bond market”?

by DesmondMilesDant   The $1 trillion of high yield debt that’s piled up in the last 5 years is about to have a ‘day of reckoning,’ Bank of America says There’s around $1 trillion of private debt that’s headed for potential trouble, Bank of America warned. Most of that debt has been created by below-investment …

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The U.S. Dollar’s Monopoly Is Not Going Well

From Peter Reagan at Birch Gold Group In what is now a ten-year-old interview, Jim Rickards shocked his audience. Sadly, his controversial views then might be considered good news today… After being pressed about his somewhat extreme economic predictions, he added some context: The international monetary system has actually collapsed three times in the past 100 years. It collapsed …

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Starting to look serious for a Hurricane in the Gulf of Mexico

12Z GFS has a surface low forming near Panama in 120 hrs It is generally accepted that if anything shows under 144 hrs, its likely to be real. At this point, has it traveling north over Cuba and slamming the Florida Gulf coast. https://www.tropicaltidbits.com/analysis/models/?model=gfs&region=watl&pkg=mslp_pcpn&runtime=2023081812&fh=6 I am sure track and intensity will vary on future runs …

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Inflation Data has Always Been a Lie

by stayyfr0styy I’ve been ignorant and regarded for too long about money. Dad always told me that the stock market averages 7-8% return, and if inflation is only 2-4%, then you are making 4-5% of real value over time. Well he was wrong, and the government and state run media have been working together to …

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People are still reading NYT… Elon Musk: That is both funny & tragic in its accuracy.

The New York Times – “ We Need Black- Majority States” They called Tucker a racist conspiracy theorist for talking about this pic.twitter.com/qYTcfW0GGR — End Wokeness (@EndWokeness) August 18, 2023 That is both funny & tragic in its accuracy. The “New York” Times is a declining, once-powerful, but fundamentally doomed to be regional & increasingly …

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Hilary becomes a Major Hurricane, On Track for California. Winds likely near 100mph when makes landfall… continues to rapidly intensify over the warm waters

BULLETIN Hurricane Hilary Intermediate Advisory Number 6A NWS National Hurricane Center Miami FL EP092023 600 PM MDT Thu Aug 17 2023 …HILARY BECOMES A MAJOR HURRICANE… Hurricane Hilary Discussion Number 6 NWS National Hurricane Center Miami FL EP092023 300 PM MDT Thu Aug 17 2023 https://www.nhc.noaa.gov/text/refresh/MIATCDEP4%20shtml/172056.shtml Hilary has an impressive appearance on satellite imagery. The …

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Another Lehman moment is coming, and people are still thinking we are heading for a soft landing

https://t.co/D5KGWmAADo — Win Smart, CFA (@WinfieldSmart) August 18, 2023 Evergrande, one of China’s real estate giants, just filed Chapter 15 bankruptcy. Meanwhile, China’s HY real estate index is down a massive 82% in just over 2 years. This puts the index back down to 2008-levels. All while China just “unexpectedly” cut interest rates. Is China… …

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Starbucks Report Massive Price Increases As Major Restaurant Chains Get Ready For Hard Times

https://www.youtube.com/watch?v=1Ot7ZwWFCIc Restaurant prices are still rising all across the United States, and even your regular coffee order at Starbucks is going to get more expensive in the coming weeks. According to a new report, this is the fifth time Starbucks is raising menu prices in two years. The coffee house chain is also implementing “additional …

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Liquidity Fairy Alert! Bank Term Funding Program usage UP AGAIN (.4% to $107.242B vs $106.864B 8/9), marking the 11th consecutive week over $100B. This looks more and more like there’s an over-reliance on Fed Funding–growing faster than inflation ‘should be,’ I believe the BTFP is a moral hazard!

by Dismal-Jellyfish Borrowing from the Bank Term Funding Program hit a NEW all time high–the 11th 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 …

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Market nears bearish MACD cross, indicating downward momentum; Volatility is back; We’re not seeing flat closes. We’re seeing down closes.

The market is on the brink of a weekly bearish MACD cross Signaling a downward shift in momentum This week's close will be crucial pic.twitter.com/XH14SmzsSU — Bravos Research (@bravosresearch) August 17, 2023 MARKETS ABSOLUTELY POLEAXED INTO THE CLOSE; CORRECTION TERRITORY FOR EQUITIES LOOMS * — The_Real_Fly (@The_Real_Fly) August 17, 2023 The S&P 500 just broke …

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GA State Senator moves to Impeach DA Fanni Willis

BREAKING: Republican Georgia state Senator Colton Moore moves to impeach Georgia District Attorney Fani Willis for her actions against Trump. Finally, a Republican with a backbone. “I’m not going to sit back and watch as radical left prosecutors weaponize their elected offices to politically target their opponents,” Moore said. “As a Georgia State Senator, I …

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“These vulnerabilities will remain for some time.” Fitch Ratings lowered the operating environment score for U.S. banks in June to ‘aa-‘ from ‘aa’ mainly due to structural uncertainty around the path and rate of monetary tightening & gaps in in the regulatory framework.

by Dismal-Jellyfish https://www.fitchratings.com/research/banks/further-cut-to-us-bank-oper-environment-score-would-require-structural-change-17-08-2023 Fitch Ratings-New York-17 August 2023: Fitch Ratings lowered the operating environment (OE) score for U.S. banks in June to ‘aa-‘ from ‘aa’ mainly due to structural uncertainty around the path and rate of monetary tightening and gaps in in the regulatory framework. The lowering of the OE score did not negatively affect the ratings …

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PacWest going down?

by Frequent_Quail_2202 Bank of California announced that it was going to buy PacWest for an all share deal. Warburg Pincus & partners graciously offered to inject $400M at $12.30 into $BANC. Since the announcement, after the initial surge, the stock has ground lower and is currently just above this $12.30 price level. If the stock …

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Looks like someone’s Liquidity is worsening…

by DesmondMilesDant Goldman Sachs Blames Zero-Day Options for Fueling S&P 500 Selloff Options speculation was the reason the market got run up in the first place, not sure why they are surprised when it also drives it down. FINRA ‘discipline’ Alert! Between July 2018 & September 2021, Goldman Sachs failed to report, or inaccurately reported, …

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We are getting closer to an economic implosion…

Contin Jobless Claims in the US rose to 1,716mil in the week ending August 5, 2023, up from 1,684mil in the previous week. pic.twitter.com/hHx7po1nYG — Don Johnson (@DonMiami3) August 17, 2023 BTIG warns S&P 500 may drop to 4200 over coming weeks By Investing.com Michael Burry: Investor who accurately predicted housing collapse bets $2.5 billion …

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Housing market affordability index drops 10% below 2006 lows, making it the least affordable in US history.

This week, mortgage rates in the US hit their highest since 2001. We are well above the 2008 highs and rising. After the Fed minutes were released today, rate expectations increased. Bumpy road for homebuyers. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) August 16, 2023 Mortgage rates …

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US lost $5.9 trillion in wealth last year; Russia gained $600 billion.

JUST IN: 🇺🇸 United States lost $5.9 trillion in wealth last year, more than any other country in the world. — Win Smart, CFA (@WinfieldSmart) August 16, 2023 NEW – Russia got richer last year, while the West shed trillions of dollars of wealth, according to UBS. pic.twitter.com/3E790JmosT — Disclose.tv (@disclosetv) August 16, 2023 https://twitter.com/jacksonhinklle/status/1691853636043768185 …

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US recession probability showing highest level since 1980’s for May ’24

by marketsimulator Source: https://www.newyorkfed.org/research/capital_markets/ycfaq.html#/overview The yield curve as a leading indicator uses the 10y-3mo value to predict the probability of recession. July report came out last week and May ’24 is higher than any time in the last 40 years at 70.85%. Estimates currently go through July ’24. This is not the fed’s official prediction but …

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July’s US Industrial Production … Returns To 2007 Levels Despite Staggering Fed Monetary Stimulus And Federal Government Spending Spree

by confoundedinterest17 Well, its now August 2023 and US Industrial Production for July increased … to 2007 levels. This comes after the massive spending out of Washington DC and massive Federal Rerserve stimulus. Is that all there is?? US Industrial Production is DOWN -0.23% YoY while up slightly in MoM terms. As I said a …

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