Independent thinking for complex markets and current events
The M2 money supply (basically all deposits in all banks) has surged since 2008. From $7.7 T to $21.7 T – In other words, $65 out of every $100 dollars in circulation today were created in the past 17 years. To put it in another context, FDIC insurance is still $250,000 per… pic.twitter.com/9nE4Z6lXqa — Brian …
The inflation-adjusted yield on 30-year Treasuries hit the highest level since 2008 last week, at 2.7%. pic.twitter.com/gDjLYv7RNh — Lisa Abramowicz (@lisaabramowicz1) April 13, 2025 the dollar is fine they said.. yeah investors keep dumping debt and the dollar like a 3rd world country. pic.twitter.com/4odlHpSQBz — Alessio (@AlessioTMAD) April 14, 2025
FHA delinquencies are skyrocketing, 15.11% of all FHA mortgage purchase loans are now DELINQUENT. This excludes the loans artificially brought current by placing the missed payments to the back of the loan. In 4Q2007 FHA overall delinquencies were LOWER at 13.05 percent (vs… pic.twitter.com/WYuCYOKSFq — Darth Powell (@VladTheInflator) April 8, 2025
Famed hedge fund investor Steve Eisman, famous for predicting the 2008 financial crisis, now appears to be two-for-two. In an exclusive interview with Daily Mail, hours before President Donald Trump announced a pause on new global tariff hikes, Eisman said he expected ‘cooler heads to prevail’. At least for the time being, they have. On …
2/ The US stock market is in full panic mode In our last YouTube video, we said there was still plenty of short-term downside risk Which is why we removed most of our exposure to US stocks during the recent bounce pic.twitter.com/xtKKEFKVuU — Bravos Research (@bravosresearch) April 7, 2025 4/ This isn’t doom and gloom, …
Before we dive in… I gave you the best calls so far and warned you about the market dump I am asking only to follow me @bored2boar and RT this thread so more people notice my hard work It gives me motivation to give you even more alpha, thanks pic.twitter.com/x7Y0wHPHvo — Oracle Boar (@bored2boar) April …
by Mike Shedlock Let’s do a fact check on Trump’s Canada claims. In addition, the US has a huge services surplus with Canada driven by sectors like technology, financial services, and intellectual property licensing from companies such as Microsoft, Google, and Amazon. I do not have year-by-year services numbers. Grok AI notes “Estimates from earlier …
We are in a recession! ⚠️This is HUGE: 1.2 MILLION people lost full-time jobs in the US in February, the 2nd-highest reading since the 2020 CRISIS. This comes after January upward revision of 2.4 million due to historic population adjustment. Is the US job market cracking?👇https://t.co/3owdJozuXU — Global Markets Investor (@GlobalMktObserv) April 1, 2025 🚨US …
In January 2023, the Federal Reserve found "rampant mortgage fraud" at Fannie & Freddie Mac. Are they imploding again like 2008? https://t.co/LLPw2tIObs pic.twitter.com/OOdDdr70mG — Financelot (@FinanceLancelot) March 26, 2025 49.7% of U.S. renters are "cost burdened" 27.1% of U.S. homeowners with a mortgage are "cost burdened" 14.5% of U.S. homeowners without a mortgage are "cost …
Something has to give. People can only hold on for so long before they start to crumble. It’s a miracle we aren’t in a recession with people feeling this gloomy. Over 60% of Americans are very worried about losing their jobs. Highest since 2008. H/t @porterstansb pic.twitter.com/YMITs3w9Lt — QE Infinity (@StealthQE4) March 20, 2025 Fund …
New data from Redfin shows that housing inventory in Florida just hit the highest level on record going back to 2012. It’s likely that we’re now at the highest level of inventory back to 2008.
Steve Diggle, Founder of Vulpes Investment Management, discusses how to prepare for the next volatility “super-spike”.
by AnonymousTimewaster Is now the time to start buying UK Gilts? With the Bank of England ramping up its Quantitative Tightening (QT) program, the dynamics around UK gilts are becoming increasingly intriguing. The BofE’s aggressive offloading of bonds has not only driven up yields but also sparked debate about its impact on the cost of …
This week (Wednesday morning) is CPI. Commodity prices back to 20 year highs. This is what I call Ponzi inflation. Bid up asset markets until they explode due to feedback through the economy. pic.twitter.com/VyscoXucnF — Mac10 (@SuburbanDrone) January 14, 2025 M2 money supply is a key indicator of liquidity It represents the total amount of …
Recession dont exist in a AI market, its a thing of the past. Economic textbooks are being rewritten. White-Collar Recession: A Warning Sign A white-collar recession often serves as a precursor to a broader market downturn. Similar trends were observed in 2000 and 2008, both of which were followed by recessions in 2001–2002 and 2009, …
China is a complete sh*t show. Their 2008 moment. https://t.co/z9K9spoqBU — QE Infinity (@StealthQE4) December 29, 2024 Bazooka’s and bank recaps. Nothing has worked. Instead, China’s industry is in freefall with deflation threatening to spiral out of control. At the same time, real estate developers are back in the news facing insolvency; a threat that …
Here is why? Prices are too high Rates are too high Lack of inventory due to no one giving up 2-4 percent rates Wall St has bought up hundreds of thousands of property to rent out Average People cannot afford average house h/t GoldFerret6796
California unemployment is pulling a 2008 trajectory https://t.co/XQ40iAtKV0 — Darth Powell (@VladTheInflator) December 24, 2024 🚨 Another half-million jobs reported under Biden turn out to be phantom! 🚨 The Philly Fed's recent findings reveal that Q2 job growth was actually negative, with all reported gains set for revision in 2025. This follows an alarming downward …
"builders are dealing with the most unsold inventory since the Great Finance Crisis" — Darth Powell (@VladTheInflator) December 20, 2024 Home builders across America like Lennar and DR Horton are issuing massive warnings about the US Housing Market in 2025. Most recently, Lennar signaled a big decline in revenue YoY and a huge pile-up of …
Seeing McDonalds and Starbucks struggle at the same time is a warning sign also. Last time that happened was 2008. — WarnTracker 2.0 (@j77324) December 20, 2024 McDonald's has laid off some workers in California. Lamb Weston, which 14% of their business comes from selling fries to McDonald's, reported terrible earnings today. pic.twitter.com/EH7FplOpb8 — WarnTracker …
We are on the same rate-cut path as 2007. Remember what happened in 2008? — Steven Van Metre – AI 👑 (@MetreSteven) December 18, 2024 https://twitter.com/Logisticsexpert/status/1869522799389454585 Maybe he is finally starting to see the stagflation? — David Sommers (@dgsommersmkts) December 18, 2024 Rates will rise until it collapses the stock market bubble Collapsing stock market …
The median renter in America has a net worth of $10,400. The median homeowner’s net worth is $400,000 Wall Street Pours Billions Into Build-To-Rent Communities, Betting Big Against Home Ownership Amid High Prices and Interest Rates While the pillars of the stock market are highly concentrated in just a few names. Risk is truly elevated. …
The MEDIAN duration of unemployment is 10.5 weeks. It was Dec 2008 by the time this series hit such lofty levels, 1 full year after the recession had begun, which took @nberpubs a record 366 days to backdate By then, the recession was 12 months old. It didn’t end until Jun 2009 https://t.co/VolPahwwiQ — Danielle …
Steepest drop since September 2008. pic.twitter.com/8lMdk43vdb — Financelot (@FinanceLancelot) December 16, 2024 China’s retail sales rose by 3% in November from a year ago, according to National Bureau of Statistics data released Monday, missing the forecast of 4.6% in a Reuters poll. That marked a sharp slowdown from 4.8% growth in the previous month. Retail sales in October …
Everything feels so high. SPX with 120 month moving average. Dec 2024: SPX 6000, 120MMA 3400. Its funny how the same bullshit scams repeat, but just in VERY slight variation. Penny stocks – CryptoHousing shortage – Housing shortageDotcom – AI My dad started day trading in the late 1990s and lost his entire six figure …
If it's worse than 2008 while markets are at all-time highs, how bad will it get when markets sell off 60% to 80%? 2008 is going to look like a fun field water park. https://t.co/Esen1DAGwf — The Great Martis (@great_martis) December 4, 2024 WARNING: Housing defaults have just skyrocketed This is unlike anything we’ve seen …
Watch yields across the board carefully. 📈📊 About to explode. 💥🌋 pic.twitter.com/oWAjFEftn4 — The Great Martis (@great_martis) October 27, 2024 Sweet Jesus, Mother Mary of God. It's happening. pic.twitter.com/XzZEdMJyWR — The Great Martis (@great_martis) October 27, 2024 Analysts assess contributors to the unusual 60 basis point rise in 10-year UST yields. With so much on …
Japan's 40-Year Government Bond Yield rises to highest level since 2008 🚨 pic.twitter.com/sYaX3jeQT2 — Win Smart, CFA (@WinfieldSmart) October 23, 2024 When intervention BOJ? The first big CB to lost control is the Bank of Japan pic.twitter.com/3N7zkMf9HW — The Macro Guy (@SagarSinghSetia) October 23, 2024 USDJPY climbs above 152 level Here it goes again #MacroEdge …
