Independent thinking for complex markets and current events
by David Haggith We have now deployed all the essential pieces to completely blow up the housing market and take banks down with it on an even grander scale than last time. For several years, when writing about the next housing collapse that would be part of the nation’s economic decline into the “Everything Bubble …
Working Americans have been in depression since 2008. They bailed out the establishment by stealing YOUR quality of life. It doesn't just "feel" worse, it IS worse. pic.twitter.com/oWLyAme7Nv — Darth Powell (@VladTheInflator) August 23, 2025 Insane chart: Boomers for the win. Sickening https://t.co/8Ldcixm4OL — QE Infinity (@StealthQE4) August 24, 2025 What bubble? 😳 pic.twitter.com/f3Lmfvz5t0 — …
Alarming graph of housing demand implosion to lowest point in 30 years is at 18 seconds of video. -2.7% Latest News Existing-home sales decreased by 2.7% in June. Month-over-month sales declined in the Northeast, Midwest, and South, and rose modestly in the West. Year-over-year, sales fell in the Northeast and West, while rising in the …
🇺🇸 US Challenger job cuts 806,383 YTD. Highest since COVID and the Global Financial Crisis! Chart: @AugurInfinity pic.twitter.com/A8ufO4gP4W — Alex Joosten (@joosteninvestor) August 16, 2025 “Through the end of July, U.S.-based employers have announced more than 800,000 job eliminations in 2025. That’s the highest number of jobs lost through the same period since 2020, when …
If 2008 was a house fire, crypto derivatives are a fireworks factory next to a gas station. “Derivatives are driving the growth and sophistication of investment in cryptocurrency markets… now account for the majority of daily volume, outpacing spot trading in size and impact… In 2025 alone, global annual derivative volumes are approaching an estimated …
Builders are spending 13.3% of home prices on buyer incentives—the highest since the 2009 crisis. “Major builders are now spending 13.3% of home prices on desperate buyer incentives—the highest since the 2009 financial crisis.” D.R. Horton reported a 10% year-over-year drop in Southeast sales. “This came after the business revealed that its Southeast division’s net …
Nearly 40% of Russell 2000 companies are losing money, bringing back memories of the worst days of the 2008 crisis. This shows there is serious trouble brewing beneath the surface. By the second quarter of 2025, 42% of these firms reported negative earnings, way up from 14% twenty years ago. But it’s not just about …
Bitcoin-backed loans are surging. Not as a hedge. As a new form of leverage. Same greed. New wrapper. “Twenty One Capital, backed by Cantor Fitzgerald and Tether, may begin issuing US dollar loans using Bitcoin as collateral… the company recently acquired about 5,800 BTC from Tether, pushing its total holdings to an estimated $5.13 billion.” …
by Michael If you want to get a really good indication of where the U.S. economy is heading, just look at what is happening in Las Vegas. During good times, hotel occupancy rates are very high and lots of money is thrown around in the casinos. But when times are getting tough, less people head …
This is what slow-motion collapse looks like. M2 is ripping, debt is spiking, and faith in fiat is circling the drain. Banking Crisis: Lender of Last Resort 2023 was three times worse than the 2008 GFC. The next crisis will be biblical. 2026? pic.twitter.com/CLU2IcYIA5 — The Great Martis (@great_martis) July 26, 2025 M2 money supply …
Here is a quick chart I mustered up today… The ‘1929 trendline’ it’s a seldom and scary situation! pic.twitter.com/RKKuuDqKEn — Beachside Bagholder (@dax_mccaskill) July 18, 2025 2008 vs. 2025 Overlaying gold prices for the same period is even scarier. The ingredients are present now; all that's needed is a catalyst. https://t.co/8r1GIWZ7ys pic.twitter.com/a38GnrtieH — The Great …
The 30-year Treasury yield just pierced the 5% ceiling again. That line has held for two decades. Every time it’s tested, the bond market snaps back. April 6 was the last time it happened. Stocks dipped. Bonds rallied. Today looks like a rerun. The yield hit 5.01% before retreating to 4.91% by close. That’s the …
If that is not a sign of a topping pattern, I don’t know what is any more. BofA institutional clients are panic buying tech, with last week being the largest since at least 2008 👀 pic.twitter.com/f5sSoosGbn — Markets & Mayhem (@Mayhem4Markets) June 25, 2025 wow look at all the volume the last few days. pic.twitter.com/tidIThsZY7 …
Wait…..do some people not know this is a bigger worse bubble than 2008? Really? https://t.co/n0BoMr4VK8 — Darth Powell (@VladTheInflator) June 2, 2025 BREAKING 🚨: U.S. Housing Market Home Sellers are now sitting on $700 Billion worth of inventory, the largest amount ever recorded 👀 pic.twitter.com/CSW9jrLjK0 — Barchart (@Barchart) June 2, 2025 We need a nice …
Bitcoin bros are just the real estate bros of 2008 They even look the same… They just don't know it yet. https://t.co/l0TeWHmFhq pic.twitter.com/yAtzNTYsdE — Financelot (@FinanceLancelot) May 28, 2025 https://twitter.com/FinanceLancelot/status/1927622332748644399
JUST IN: 67% of US consumers now expect higher unemployment over the next 12 months, the highest since 2008. This percentage has more than doubled over the last 5 months. Currently, more Americans anticipate higher unemployment than during the 1981-82, 1990-1991, and 2001… pic.twitter.com/oAw2AOUJ6w — The Kobeissi Letter (@KobeissiLetter) May 26, 2025 The best leading …
No one expecting 3% real growth in the US any time soon. pic.twitter.com/dAc96aKccl — Bob Elliott (@BobEUnlimited) May 24, 2025 The structural problem for the US is simple. Long-term GDP growth rate is falling. US Debt has been ballooning which has caused US Federal Interest Payments to skyrocket. Hence, the conundrum for the US Economy …
This time, it’s not the Fed cutting rates buying us time. It’s Trump rolling back tariffs. And now everyone thinks we’re back to normal. But even before the tariff war began, the economy was already soft. In December 2024, we got hit with terrible consumer data. Spending collapsed. That sparked a sharp correction. It was …
April to June 2008: There was a brief dip in expectations as some believed the worst might have passed and markets slightly stabilized. — Citizen Watch Report (@Citizenwatchrep) May 13, 2025 Once again, the #recession never came. Economists and markets spent much of the past year bracing for a downturn—citing rate #hikes, inverted #yield curves, …
People keep saying this housing market is nothing like 2008 and they're fucking right. Its worse. We have worse affordability, worse demographics, more speculation all done at lower interest rates with rising inflation. — Darth Powell (@VladTheInflator) May 11, 2025 pic.twitter.com/ZITWiXCCms — Darth Powell (@VladTheInflator) May 11, 2025 HOLY FUCK! Washington DC home listings are …
Google Searches for "Are we in a recession" rise to 2nd highest level in history 🚨🚨🚨 pic.twitter.com/mZy4RToCGV — Barchart (@Barchart) May 10, 2025 People are starting to ask a familiar question again. Are we in a recession? That exact phrase is trending across search engines, just like it did in 2008. And that kind of …
US layoffs are skyrocketing: US employers announced 105,441 job cuts in April, the highest for any April in 5 years. Excluding 2020, this was the highest count for any April since 2009. Over the last 6 months, there have been 699,012 job cuts, the most since the 2020 pandemic. Job cuts have been particularly high …
End the Federal Reserve Comparing Costco Prices for the same items from 1997 vs 2025 – Mac and cheese $7.89 -> $14.84– Cheesecake $10.99 -> $19.99– Chimichangas $8.99 -> $17.99– Butter $5.49 -> $13.49– Hotdogs $5.89 -> $16.49– Ribeye Steak $13.60 -> $55.61 pic.twitter.com/AZxOBf5vhC — Wall Street Apes (@WallStreetApes) May 3, 2025 Read this very …
https://twitter.com/StealthQE4/status/1915538856834715854 The housing market had its worst March since the global financial crisis, weighed down by high borrowing costs and falling consumer confidence in the economy. Home sales fell to their lowest annual level for March since 2009, dashing hopes for a rebound this year. Sales of previously owned homes plunged 5.9 percent from February …
by confoundedinterest17 The good news? The US Treasury 10Y-2Y yield curve is normalizing to January 2022 levels. One the mortgage side, adjustable rate mortgage (ARM) share is the highest since the financial crisis (2008). As Trump continues to stand up for Americans and China (and Democrats) continues to fight, the S&P 500 index lags MSCI …
Analysts lowering earnings forecasts right before companies report, then calling it a ‘beat’ when they come in just above those lowered expectations is a game that’s been played forever. 👇🏼 Focus on Sales and Revenue numbers instead of EPS. Those are harder to manipulate. pic.twitter.com/paXI8qZa4d — Kalani o Māui (@MauiBoyMacro) April 21, 2025 Reminder. In …
The two parties are just hairy cheeks on the same stinking bunghole: predatory crony capitalism. Both are on the make and on the take, with no real convictions. Just a hunger for another term at the trough, serving globalist oligarchs and puppet masters. h/t Boo_Randy_II
In 2008, the Fed came to the rescue of the Wall Street banks that caused the 2008 crash by transferring $2.7 trillion in toxic-waste Mortgage Backed Securities (MBSs) from the banksters to the public ledgers. Now it can’t offload these MBSs without imploding the housing bubble. Thanks to the Keynesian fraudsters at the Fed turning …
Why this housing cycle is worse than 2008: 1. More speculation 2. More fraud 3. More unaffordable 4. MUCH worse demographics 5. Structural inflation Reason its delayed: 1. Government keeping MILLIONS of homes off the market using taxpayer dollars. — Darth Powell (@VladTheInflator) April 19, 2025 https://twitter.com/PhilipSoos/status/1913804783745683479 This is exactly how the 2008 Financial Crisis …
by confoundedinterest17 ARMs?? Adjustable-rate mortgages (ARMs) have climbed to the highest origination volume share since 2008 as the yield curve steepens and bank lending demand picks up. The majority of ARM lending goes to high credit borrowers with jumbo-sized loans, which many banks see as a good fit to keep in their portfolios as they are …