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The sharpest signals, deepst dives and must-read reports from Citizen Watch Report.

RFK, Jr., Despite Democrat Objections, Gives Passionate, Unscripted Testimony Against Censorship…Democrats Attempt to CENSOR RFK Jr. From Further Testimony

“If federal censorship is not stood up to aggressively, it will expand to every corner of online discourse.” NEW: @Kat_Cammack Asks About Govt Censorship: Wait Till You Hear @RobertKennedyJr’s Response SAUER: “If federal censorship is not stood up to aggressively, it will expand to every corner of online discourse.” MORRIS: “I can’t even believe this …

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CDU – Counter Disinformation Unit

What is mis/disinformation? The UK government defines disinformation as the deliberate creation and spreading of false and/or manipulated information that is intended to deceive and mislead people, either for the purposes of causing harm, or for political, personal or financial gain. Misinformation is the inadvertent spread of false information. Misinformation and disinformation are not new. …

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The Fed Will Almost Certainly Hike Interest Rate Next Week. This Could Add Accelerant To Market Downturn

Valuations have expanded significantly since Sept 2022 S&P 500 PE has risen from 19 to 25 in just 9 months pic.twitter.com/r6Mk47KHQc — Bravos Research (@bravosresearch) July 20, 2023 Beware: Long big tech seems to be the most crowded trade in the market pic.twitter.com/eiTzAsXxMl — Bravos Research (@bravosresearch) July 20, 2023 h/t Hephaestus4

Federal Reserve Alert! Federal Reserve announces that its new system for instant payments, the FedNow® Service, is now live. What Is It, and What Does It Do?

by Dismal-Jellyfish Source: https://www.federalreserve.gov/newsevents/pressreleases/other20230720a.htm The Federal Reserve on Thursday announced that its new system for instant payments, the FedNow® Service, is now live. Banks and credit unions of all sizes can sign up and use this tool to instantly transfer money for their customers, any time of the day, on any day of the year. …

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33,000+ jobless claims increase job challenges amid declining job openings

The rise in continuing claims by 33,000 suggests increasing challenges for job seekers as job openings continue to drop. Trend continues to follow your typical rise in continuing claims after the 10 year / 3 month inverts. pic.twitter.com/xUlNwKmlo2 — Don Johnson (@DonMiami3) July 20, 2023 The initial jobless claim remains within the typical trend that …

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Philly Fed manufacturing index below -25 leads to recessions, reached -31.3 this cycle

Philly Fed manufacturing index below -25 has a 100% hit rate in leading to recessions since the 1970s We’ve already hit levels as deep as -31.3 this cycle pic.twitter.com/b0oZkiqicM — Bravos Research (@bravosresearch) July 20, 2023 BREAKING: Philly Fed Manufacturing Index comes in below expectations Expected = -10.1 Actual = -13.5 — Bravos Research (@bravosresearch) …

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Americans face drastic credit scores decline and depleted savings

Credit Scores Abruptly Plunge As Americans Stop Paying Down Debt; Synchrony Financial Warns Over the past few years, tens of millions of consumers witnessed a remarkable increase in their credit scores, primarily due to helicopter money dished out by the federal government, rock-bottom interest rates, and a pause on student-loan payments. However, the party has …

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The wipeout of CRE valuations is going to be epic. Banks, PE locusts, & pension funds saddled with the toxic-waste CMBSs on these buildings are toast.

CRE Panic Hits Baltimore As Second Office Tower Dumped At 69% Discount https://t.co/MyjQjAISAQ — zerohedge (@zerohedge) July 20, 2023 On Tuesday, we asked: Is this the start of a commercial real estate firesale in crime-ridden Baltimore City? And to our surprise, it appears so. Let’s begin with our report on Tuesday when The Baltimore Sun revealed …

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Corruption at the highest level – The IRS, uncovered evidence that foreign nationals paid the Biden family over $17M

CORUPTION: The IRS, despite obstruction of its investigation by the DOJ, uncovered evidence that foreign nationals paid the Biden family over $17M. It is time to appoint a special prosecutor. https://t.co/c3ekpAc4Fk pic.twitter.com/1nZ43581LB — @amuse (@amuse) July 20, 2023 CORRUPTION at the highest levelThe IRS, despite OBSTRUCTION of its investigation by the DOJ, uncovered evidence that …

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$SPX decouples from global liquidity proxy for first time since pre-2020 rally…The shock will be extreme

With the YTD rally, the $SPX has decoupled from the global liquidity proxy for the first time since pre-2020. pic.twitter.com/bVzH3QxeuN — David Marlin (@Marlin_Capital) July 19, 2023 Bulls think it's March 2020 all over again. The shock will be extreme. pic.twitter.com/MoYrThQTb6 — Mac10 (@SuburbanDrone) July 19, 2023 "Load up" pic.twitter.com/usGHEu6hKJ — Mac10 (@SuburbanDrone) July 19, …

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Russians Make Major Advance Near Donetsk City

Pay attention to what is going on at the Trudovskaya Mine outside Mariinka, west of Donetsk City. Russians apparently did a surprise Zerg Rush across open fields around the Ukrainian Defenses near Mariinka and have apparently gotten into the mine complex via a ventilation facility. This deep and huge underground mine has been the Ukrainians …

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Shot Through The Heart (Of The Economy)? US Debt UP By Same Amount In Last 4 Years Than It Did In First 221 Years (Minsky Moment When $192 TRILLION In Unfunded Liabilities Hits The Fan

by confoundedinterest17 Shot through the heart (of the economy), and they’re to blame. The Fed and Congress give government a bad name. When I see the faces of Alan Greenspan, Ben Bernanke, Janet Yellen and Jerome Powell, all I think of is …. the Minsky Moment brigade! From Zero debt in 1776 to $21 trillion in …

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High interest rates drive inflows to money market funds, pressure banks; Falling inflation impacts earnings

High interest rates continue to cause rapid inflows to money market funds from bank deposits This should put pressure on banks causing them to maintain tight lending standards pic.twitter.com/wzZaFSQKjW — Bravos Research (@bravosresearch) July 19, 2023 Beware: Falling inflation is a major headwind to earnings, since the latter is calculated on a nominal basis pic.twitter.com/6pfHKixGLd …

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ESCALATION: Russia Announces Full Sea Blockade of Ukraine. US & Turkey will Guarantee Safe Passage of All Ships

https://twitter.com/baronitaigas/status/1681685241692401665?ref_src=twsrc%5Etfw The Russian MoD has declared a full blockade of Ukrainian ports on the Black Sea. Ukraine is now land-locked, and will remain so in perpetuity — assuming it persists at all as a sovereign entity. UPDATE – TASS updated their initial reporting. It now says "will be considered as potential carriers of military cargo." …

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The coming implosion of the Fed’s Housing Bubble 2.0 will be the catalyst for Great Financial Crisis 2.0

by Simian_Stacker This time around the Fed has already blown its wad with 15 years of QE. The builders are starting to feel it. US: Housing Starts fall 8% in June, Building Permits fall 3.7% Housing Starts and Building Permits declined sharply in June. US Dollar Index stays in positive territory above 100.00. The monthly …

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The system collapses when the Fed pull REPO away. Bullard resigns as Fed overtightens. Another crash is coming?

Unemployment clearly shows we've been in the same economic cycle since 2010. It never ended. We haven't had the real crash yet, but it's coming. — Financelot (@FinanceLancelot) July 18, 2023 Bullard was the most outspoken Fed member about needing to dramatically raise rates last year. Makes sense he's jumping ship now because the Fed …

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The Real Reason for Climate Change

by DOORBERT The distance of where you are from the Sun is constantly changing because the Earth’s orbit around the Sun is VERY irregular. Start by learning the three Milankovitch Cycles, then look into Solar Inertial Motion. None of this has anything to do with humans. None of this has anything to do with CO2. …

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S&P 7 up 58%, S&P 493 down 4%. AI hype and technology stocks dominate market… who gets out this time?

Companies are increasingly mentioning "AI" on their earnings calls. Nvidia, $NVDA, mentioned it 83 times on their most recent call. This earnings season should be extremely interesting, to say the least. Follow us @KobeissiLetter for real time analysis as we track this. pic.twitter.com/fjuk5a9wUm — The Kobeissi Letter (@KobeissiLetter) July 18, 2023 Bulls, who gets out …

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Is the government weaponized? Trump faces 71 criminal charges; Biden faces zero.

by EuphoricTrilby JUST IN: Speaker McCarthy accuses the government of being weaponized against presidential candidate Donald Trump while it protects the Biden family. Is the government weaponized? Felony counts against Trump: 71 with more coming.Felony counts against Biden: 0 Biden family:-… pic.twitter.com/BJLv6WhdPH — Collin Rugg (@CollinRugg) July 18, 2023 Trump is about to be indicted …

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What Corruption Looks Like…

How the establishment Left embraced government control of digital speech. “Even Joe McCarthy’s anti-Communist frenzy encountered strong opposition from elements of the political and media establishment. The new censorship seemed to rely on universal elite conformity. No debates had been held, no enabling laws passed. The federal government’s standing legal authority had been used to …

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Oregon: ‘Youth’ Knocks Down Elderly Japanese Diplomat In Downtown Portland Required Ambulance For Head Injuries

https://twitter.com/weciv01/status/1681145685603938304?ref_src=twsrc%5Etfw PORTLAND, Oregon — The top Japanese diplomat in Oregon was the target of an unprovoked attack last month in downtown Portland, according to court records. Yoshioka Yuzo, the Consul General for Portland’s Consular Office of Japan, was walking near Southwest Park Avenue and Oak Street when he was pushed to the ground by a …

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USD closes lowest weekly candle since April 2022, Fed’s influence less significant.US 3-month Treasury 18-month Foward suggests soft landing unlikely.

USD has just closed its lowest weekly candle since April 2022 With the break of key support and a bearish MACD cross, downward momentum looks dominant pic.twitter.com/Y7OhawkHjX — Bravos Research (@bravosresearch) July 18, 2023 2-year Treasury yield and USD have significantly diverged Signaling that the Fed has mattered less to the Dollar in 2023 pic.twitter.com/CFsDKmAvYv …

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