Markets

Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.

Otavio (Tavi) Costa: Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle.

Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle. pic.twitter.com/RBPe57F9dU — Otavio (Tavi) Costa (@TaviCosta) March 13, 2025 This is your irregular reminder that you don't hold enough gold in your portfolio. pic.twitter.com/GKrFjZsmky — Bob Elliott (@BobEUnlimited) March 14, 2025 …

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Roaring 20s or Great Depression 2.0?

Authored by Charles Hugh-Smith via oftwominds, The binary ahead is the result of a simple law of Nature: adapt or die. Will we revel in a New Roaring 20s of exhilarating expansion, or will we suffer a Great Depression 2.0? Gordon Long and I explore this binary in our latest podcast. Why is the next decade a binary of …

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DEMOCRACY IN DECLINE—39% of world now under authoritarian rule, only 6.6% live in full democracies

Democracy is crumbling worldwide, with nearly 40% of the global population now under authoritarian rule. The West loves to preach democracy, yet even the U.S. is classified as “flawed.” The global elite tighten their grip while people lose more freedoms. The trajectory is clear. The EU is blocking the winner of the Romanian election from …

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Tim Cook’s Apple era: Financial engineering over innovation, stock price faces reckoning.

Tim Cook didn’t innovate—he just milked Steve Jobs’ legacy dry while manipulating Apple’s stock price through financial engineering. Investors cheered as their portfolios fattened, but the cracks are showing. No real revenue growth, no groundbreaking products, just short-term profit chasing. The reckoning is inevitable. Tim Cook literally added ZERO value to Apple, all he did …

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Dollar General Is Closing Over 100 Stores in the Coming Weeks

ollar General is closing 96 stores sometime in the first quarter of fiscal year 2025. Another 45 stores under the pOpshelf brand will also be shuttered, with an additional six being converted into Dollar General locations. Dollar General quietly announced the store closings in its latest earnings report released on March 13. During the three-month …

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Can the Housing Market Really Stabilize?

by Clean_Army_4675 It is my belief that home prices can only really rise or fall. I do not think stability is possible because in the US housing is seen as an investment as opposed to a commodity. A large amount of the demand for homes that exists is people trying to invest in real estate …

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CA is a little short

California’s sanctuary delusion just hit a wall—hard. After expanding Medi-Cal to illegal immigrants, the state is now $3.44 billion short and scrambling for cash. Newsom promised “universal access” but forgot the part where someone actually has to pay for it. Now, taxpayers are on the hook as the state sinks deeper into financial ruin. Newsome …

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Swatting is becoming a major issue.

We have one hell of a SWAT unit out here. Thankful for their commitment to ensuring safety and glad they QUICKLY understood what happened. To whoever did this- You fucked around, now it's time to find out. https://t.co/gmRHCzGsOl pic.twitter.com/DjgYAKDAwP — Gunther Eagleman™ (@GuntherEagleman) March 13, 2025   h/t Rick Dickulous

White House PULLS nomination of David Weldon as CDC director

The White House is pulling the nomination of Dave Weldon for Centers for Disease Control and Prevention (CDC) director, Fox News Digital has confirmed. Weldon was expected to have his confirmation hearing on Thursday. The Senate Health, Education, Labor, and Pensions (HELP) Committee announced that it canceled its hearing in a statement on Thursday morning. …

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FACT CHECK: President Trump Will Always Protect Social Security, Medicare

In an Official release on the White House website, the Trump admin debunks the claims he is ‘gutting’ or cutting Social Security or Medicare. The Trump Administration will not cut Social Security, Medicare, or Medicaid benefits. President Trump himself has said it (over and over and over again). Elon Musk didn’t say that, either. The press is lying again. Here is Musk’s direct quote: “The waste and …

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Trump announces when waived taxes will take effect

Trump’s dropping a tax bomb: no levies for Americans under $150,000 once the budget’s balanced. Howard Lutnick’s spilling the goods—this is MAGA genius, not some empty promise. Slashing taxes for the working stiffs while torching the deficit? That’s the art of the deal, folks.… — Saggezza Eterna (@FinalTelegraph) March 13, 2025 Trump’s dropping a tax …

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Robots Put Groceries Away

Helix, a generalist Vision-Language-Action (VLA) model that unifies perception, language understanding, and learned control to overcome multiple longstanding challenges in robotics. Next up: Cleaning the bathroom

This has been one massive government handout, likely creating a ticking time bomb for home prices.

So FHA is allowing 100% loans where the borrower never has to make a payment, many of which are actually fraudulent investor properties with MUCH higher default rates. pic.twitter.com/50qBesBiiK — Darth Powell (@VladTheInflator) March 13, 2025 Reading this now… you’re right @VladTheInflator – this has been on gigantic government handout that has probably created a …

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Economy tanks due to sudden stop in deficit spending, not tariffs.

It’s not tariffs that are tanking the economy. It’s the sudden shut-off of deficit spending. A huge number of companies were surviving only at the government teat. — Uncle Milty’s Ghost (@his_eminence_j) March 14, 2025 Transports – new 52 week low. 👇🏼 pic.twitter.com/RC8B23NemV — Kalani o Māui (@MauiBoyMacro) March 13, 2025 Institutional selling has rarely …

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Judge Temporarily Blocks Trump’s Yanking Of Clearances From Law Firm Tied To Steele Dossier

“During a Wednesday hearing in Washington, U.S. District Judge Beryl Howell said she would grant the firm’s request for a temporary restraining order against the president’s order, which also sought to limit Perkins Coie’s work with federal contractors. Trump ordered a government review aimed at ending all contracts the firm currently holds with any federal …

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Cullen Roche explains why tariffs are hitting corporate margins and dragging down stocks

Cullen Roche brings an important point to the table: the stock market’s negative reaction to tariffs is rooted in one major factor—margins. It’s not just about political strategies; it’s about how tariffs directly impact corporate profits. Tariffs are essentially a fee paid by companies at the border, and they either have to absorb this cost …

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Buffett dumps Apple, banks cash—Ackman mocked him, but who’s right now?

Warren Buffett didn’t build his empire by chasing hype—he built it by understanding human nature. Selling 50% of Apple and reducing his Bank of America position wasn’t panic—it was foresight. Buffett going to Cash, selling -50% of $AAPL and reducing his $BAC position was all correct and once again showing incredible foresight Just last month …

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Trump’s FBI Moves to Criminally Charge Climate Groups with “conspiracy to defraud the United States”

The FBI is moving to criminalize groups like Habitat for Humanity for receiving grants from the Environmental Protection Agency under the Biden administration. Citibank revealed in a court filing Wednesday that it was told to freeze the groups’ bank accounts at the FBI’s request. The reason? The FBI alleges that the groups are involved in …

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There is nothing on the cease fire that suggest a long term peace, which means no ceasefire.

BREAKING: Putin agrees to the ceasefire but insists it must lead to lasting peace and the reversal of the original causes of the crisis. pic.twitter.com/zWmwRRL4Ud — Libs of TikTok (@libsoftiktok) March 13, 2025 This is completely backwards. He categorically does not agree with the US/Ukrainian proposals for a ceasefire; he's making his own proposal that …

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