Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
It looks like this year’s trade detour is about to prove worse than the emergency it promised to save us from. by David Haggith For six months straight, manufacturing has been receding, according to the Institute for Supply Management. What I find most revealing in today’s ISM report about this period of manufacturing recession are …
ARKANSAS, USA — Upcoming cuts to Medicaid could shut down more than 50% of rural Arkansas hospitals, according to a report from the Center for Healthcare Quality and Payment Reform. Monika Fischer-Massie, the executive director of WelcomeHealth in Fayetteville, said that many hospitals are already on the brink of closure because of financial problems. She …
California, Oregon and Washington announced a new West Coast Health Alliance on Wednesday Saying the three states share a commitment to ensuring that public health recommendations are guided by safety, efficacy, transparency, access and trust, the alliance said it will start coordinating health guidelines by aligning immunization recommendations informed by respected national medical organizations The …
https://x.com/i/broadcasts/1eaKbjMEbNjKX
Authored by Mike Shedlock via mishtalk, The ISM report for August reads like mild stagflation. ISM chart and excerpts below by permission from the Institute for Supply Management® ISM® Please consider the August 2025 Manufacturing ISM® Report On Business® by Susan Spence, Chair of the Institute for Supply Management®. “In August, U.S. manufacturing activity contracted at a slightly …
Authored by Mike Shedlock via mishtalk, Interesting Combination Today: Gold, the long bond yield, and the dollar are all up strongly. Interesting Market Action Gold: +$85.00 to $3,602 (+2.4 percent) 30-Year Long Bond Yield: Up 5 basis points (0.94 percent) to 4.97 percent US Dollar Index: Index level up 0.57 points (0.57 percent) to 98.257 …
via James Hickman For centuries, the Byzantine Empire’s gold coin, known as the solidus, had been the backbone of global trade in the medieval world; nearly pure gold, the solidus was trusted by merchants from Baghdad to London. But by the 11th century, multiple emperors had chipped away at its gold content—watering it down to …
Federal Reserve Governor Lisa Cook “did not ever commit mortgage fraud,” her attorney wrote. The lawyer, Abbe Lowell, asked a judge to temporarily block President Donald Trump from firing her from the central bank’s board. Nearly 600 economists signed an open letter backing Cook and defending the Fed’s independence. Federal Reserve Board Governor Lisa Cook …
via Phoenix Capital Research Gold is signaling that the next inflationary storm is about to arrive. In the last year, gold has done several remarkable things. First and foremost, central banks have acquired so much gold that the precious metal now comprises a greater percentage of foreign reserves than Treasuries for the first time in …
Washington is making a massive bet on tariffs that could reshape the entire economy. If tariffs rise as Bessent predicts, small businesses and manufacturers may collapse under higher costs while large corporations collect enormous windfalls. Global allies could retaliate, threatening exports and destabilizing trade networks that have supported markets for decades. Everyday goods will get …
Disney way too expensive for normal hard working Americans. Finally the greed is coming to its final destination..Just like Vegas, Disney has become extremely greedy.. fleecing their customers . Remember the food bills people shared from Disney… Crazy . — JarvisFlow (@JarvisFlow) September 2, 2025
‘It’s infuriating watching a brilliant British idea being taken up by other countries!’ Former Prime Minister Boris Johnson on comments on Britain’s border security under the Labour Party, and his regret over the failed Rwanda plan.
Says he Has an obligation to protect lives NOW – Trump says "we're going in" to Chicago. pic.twitter.com/hqoXNxrEPl — Disclose.tv (@disclosetv) September 2, 2025 Sets up an epic confrontation with State Governor and Chicago Mayor who incite residents to resist. Mayor Brandon Johnson says that him resisting President Trump deploying National Guard to Chicago is …
Governor Walz over the weekend discussing the possibility of Trumps death and implying “There will be news.” pic.twitter.com/L6Gn2YDvoG — MN Republicans Northland Edition (@MNHD3BGOP) September 2, 2025 LOL: Trump says he had no idea about the weekend’s fake news rumor that he was DEAD — says he was “very active.” Peter Doocy asked him how …
Earlier this morning, on my Orders, U.S. Military Forces conducted a kinetic strike against positively identified Tren de Aragua Narcoterrorists in the SOUTHCOM area of responsibility. TDA is a designated Foreign Terrorist Organization, operating under the control of Nicolas Maduro, responsible for mass murder, drug trafficking, sex trafficking, and acts of violence and terror across …
Inside you’ll see: • The valuation dashboard (Buffett Indicator, Tobin’s Q, CAPE, P/B) and why “long-term averages” may be misleading when you add an extra century of data. • How index concentration, mega-cap cash-flow multiples, and extreme P/Es mirror late-stage bubbles. • Classic warning lights: Dow Transports diverging, insiders dumping, and a yield-curve signal with …
Do stupid things, win stupid prizes federal edition. I hope he enjoyed his ten days of fame. Was it worth ten years? I don’t think so. 🚨 BREAKING: The man who went viral for TOWING AWAY an ICE vehicle while they were making an arrest in Los Angeles has now been ARRESTED himself FAFO, loser. …
One from April 20 said: “If a trans-identified male is in a female-only space, he is committing a violent, abusive act. Make a scene, call the cops and, if all else fails, punch him in the balls.” A second tweet, on April 19, was a picture of a trans rally with the caption: “A photo …
Two immigrant firefighters battling Washington’s largest wildfire were arrested by Border Patrol for being in the U.S. illegally, sparking outrage and concern from state officials. Critics, including Washington’s governor and senator, condemned the move as cruel, counterproductive, and politically motivated under Trump’s immigration crackdown. Supporters of the administration framed it as necessary enforcement of immigration …
Is Tesla’s AI hype fueling a stock promotion or real growth? While deflecting attention from previous product that was supposed to justify market cap. His comment proves FSD and robotaxi is a flop. No-one could’ve seen that coming, right?! — Montana Troutslayer (@Troutslayer7272) September 2, 2025
Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, predicts that Bitcoin could crash, while gold rises and oil falls, as he believes markets are in a dangerous bubble that will burst with major volatility coming in the final months of 2025.
Get ready for Gideon, an AI surveillance system pitched by its former IDF developer as a “pre-crime” tool to prevent school shootings by scanning online behavior and flagging potential threats in real time. Guest host Misty Winston and Americans’ Comedian Kurt Metzger criticize Gideon, not only for its ties to Israeli intelligence, Palantir engineers, and …
BREAKING: Trump’s use of the National Guard during immigration protests in Los Angeles is illegal, a judge rules. Follow AP's live updates. https://t.co/VpKS0wJN8H — The Associated Press (@AP) September 2, 2025
Secretary Kristi Noem blasts CBS network for allegedly covering up details of MS-13 member Kilmar Abrego Garcia and the danger he poses. Seem they didn't learn their lesson. Sue them again! CBS News did the same with the interview with Kamala! Trump sued them for 16 million. pic.twitter.com/5aB3fy93P5 — Donna Marie (@sabback) August 31, 2025
BREAKING—Doug Ford dumped a bottle of Crown Royal in Kitchener to “punish” the CEO for moving jobs to the US. Small problem, DougCrown Royal is made in Gimli, Manitoba by Canadians. Clown move, not Crown move.pic.twitter.com/N8997gTbyH — Marc Nixon (@MarcNixon24) September 2, 2025 Doug Ford poured out Crown Royal whisky today to protest Diageo’s closure …
Debit card users beware: This ATM Cash Trap is spreading fast and draining accounts in seconds. In this video, I’ll break down how the scam works, how to spot it, and what to do if your money gets stuck. Stay alert before your next withdrawal! https://youtu.be/gQUwgZDJPiM
Belgium will join the group of countries that will recognize the state of Palestine at this month’s U.N. General Assembly and will impose sanctions on Israel over the war in Gaza, Foreign Minister Maxime Prévot announced overnight. The recognition of Palestine would only be formalized if Hamas releases all remaining Israeli hostages kidnapped in the …
https://twitter.com/Dal_Libano/status/1961803421893415282 Europe is drawing up ‘pretty precise’ plans to deploy troops from across the continent to Ukraine as part of a US-backed security guarantee. European Commission president Ursula von der Leyen told the FT that the deployment may see tens of thousands of European-led and American-backed troops sent to Ukraine. The US is expected to …
Ernst was the first woman from Iowa elected to Congress and the first female. BREAKING: Sen. Joni Ernst confirms she will not run for re‑election in 2026. pic.twitter.com/DtzQU8M3oV — Republicans against Trump (@RpsAgainstTrump) September 2, 2025
