Independent thinking for complex markets and current events
Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Cook appeared with President Donald Trump in the White House on Wednesday. At the White House on Wednesday, Cook appeared with Trump to announce Apple’s plans to spend $100 billion on American companies and American parts over …
Job cuts in the U.S. have topped 806,383 so far in 2025, the highest January‑through‑July total since 2020. Tech, retail and government sectors lead the wave. “We are seeing the Federal budget cuts implemented by DOGE impact non‑profits and healthcare in addition to the government. AI was cited for over 10,000 cuts last month, and tariff …
The metals are not rallying. They are sounding the alarm. Gold futures tapped $3,413 this morning. Spot gold briefly broke through $3,390 before easing. Silver surged above $39. The reflation story is no longer just a theory. It is in motion. The currency bleed is on full display. Dollar index slipped below 98 again. That …
May job gains revised down signaling labor slowdown… Companies are in lock down mode, reluctant to hire anyone right now. It will likely get worse until the Fed wakes up and cuts rates. pic.twitter.com/v40GWQRUXx — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 2, 2025 If we start losing service jobs these jobs numbers are going to start …
"We see a housing crisis coming next." "Home prices need to come down." pic.twitter.com/zHXHKIF8lm — Darth Powell (@VladTheInflator) May 27, 2025 We have the biggest gap ever between Home Prices and Mortgage Rates in 2025. Prices are 90% above the 130-year average. Meanwhile, Mortgage Rates are right around the long-term average (6.7%). The resulting gap …
Epic shock, end of an era: The China car market of “growth and profits forever” has vanished for non-Chinese brands. Global automakers will sell 7 million fewer vehicles in China this year than they did in 2020. VW down a million cars. GM down a million cars. Jeep JV bankrupt. Suzuki out. Nissan deeply wounded. …
honestly, this is like February 2020 with absolutely no public awareness of what would hit within weeks (bonus – full thread starting Feb 2, 2020 for those who have any interest in watching a profoundly mishandled slow-motion trainwreck day by day: https://t.co/bewiFY9GSg) https://t.co/mbjjD8xGiz pic.twitter.com/OICJraFzlv — John P. Hussman, Ph.D. (@hussmanjp) May 4, 2025 (sigh)Tariffs went …
Worst Dallas Fed manufacturing survey since 2020: New orders collapse.Prices paid soars. There’s a term for this. It’s called ‘margin compression’, and it’s deflationary for asset prices. pic.twitter.com/5HmmYd57T2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 Dallas Fed Manufacturing Index down to -35.80 (forecast-17, previous-16.30). 👇🏼 pic.twitter.com/isnBK90Tw2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 …
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
Interactive Brokers $IBKR now has 3.6 Million total accounts open on its platform up from 760K in the same quarter in 2020 pic.twitter.com/KPH2ZcJ7sw — Evan (@StockMKTNewz) April 16, 2025
BREAKING: US financial conditions are now their tightest since the 2020 pandemic, per ZeroHedge. Financial conditions are even tighter than during one of the most rapid Fed hike cycles of all time, in 2022. Conditions have tightened rapidly as stocks have pulled back, while… pic.twitter.com/d53KqrwU4D — The Kobeissi Letter (@KobeissiLetter) April 14, 2025 Is this …
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, …
Importers for certain will be frozen in a difficult place, usually 20-40% margins. Move too soon, you will have at negative gross 90-120 days out and you can’t even lay people off if business is back to usual. Move too late and you drown in expenses. — Lawrence Chung (@lchung98) April 7, 2025 104% China …
by confoundedinterest17 US tariff policies for the last 50 years represent a folly. Particularly since Presidents Obama and Biden (along with Chuck Schumer and Nancy Pelosi) did nothing to correct the enormous disparity in tariffs. Trump is trying to do something to right the ship before it sinks like The Titanic. Victor Davis Hanson wrote in …
They say valuation doesn’t matter, until it does. You can't fight gravity; at some point, this will return to zero. "Ah, but P/S is no longer a useful metric" Until it is, again. pic.twitter.com/Rz4dimoZBZ — Guilherme Tavares (@i3_invest) April 1, 2025 2018, 2020 or 2022? pic.twitter.com/qXZph4eTpO — Guilherme Tavares (@i3_invest) April 2, 2025 Another weird …
BREAKING: Gold prices officially surge above $3,150/oz for the first time in history. pic.twitter.com/bPOF4P1GSg — The Kobeissi Letter (@KobeissiLetter) March 31, 2025 Gold has officially crossed a major threshold, pushing above $3,150 per ounce for the first time in history. This surge comes as investors flock to the most historically reliable store of value known …
Trump’s stimulus kept the economy afloat in 2020. Biden inherited the benefits, rode the bull market, and walked away before the cracks turned into craters. Now, Trump is back at the wheel, facing an economic mess that was years in the making. Biden’s presidency was defined by easy money. Checks were sent, loans were paused, …
Search for “stocks crash” now in the levels of the Covid crash 5 years ago. It’s time. pic.twitter.com/iktmI58rHs — Heisenberg (@Mr_Derivatives) March 13, 2025 🚨 Heisenberg Observation 🚨$SPX The 2020 March Covid Crash peak to trough, never had consecutive green days. Not one. Until it bottomed. This current drawdown peak to current trough, we have …
Truflation’s real-time US inflation gauge has moved down to 1.3% – the lowest level since December 2020 byu/RobertBartus inEconomyCharts
Retail traders are making the worst mistake this year, selling into a market bottom as investors capitulate under tariff war fears. In this video I go through detailed step by step stock market technical analysis for beginners. Includes S&P 500 ( SPY ) Dow Jones ( DIA ) NASDAQ ( QQQ ) stock market bottom …
The world is awash in uncertainty; it now exceeds the onset of the pandemic in 2020. pic.twitter.com/bwkNWbDefU — Diane Swonk (@DianeSwonk) February 16, 2025 Bears must love SPX seasonality for the next 30-40 days. pic.twitter.com/cJOxQ30YCI — BraVoCycles Newsletter (@BraVoCycles) February 15, 2025 ‼️Short-sellers are CAPITULATING: Short interest on S&P 500 ETF, $SPY, has declined to …
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, …
10 year bond yield surges up to 4.611% 💀 — QE Infinity (@StealthQE4) December 24, 2024 ⚠️US LEVERAGE LOAN DEFAULTS ARE SKYROCKETING⚠️ US firms are defaulting on junk loans at the fastest pace since the 2020 CRISIS. This comes as firms took MASSIVELY on debt during the low rates environment in 2020 and now are …
This is interesting: The Walmart Recession Signal has jumped to the highest level since the 2020 pandemic. This is a recession indicator measured by Walmart’s stock price, $WMT, divided by the S&P Global Luxury Index of luxury goods stocks. The gauge has almost doubled this year, as $WMT has risen 83%, while the S&P Global …
My full interview with Jesse Beltran is premiering on my YouTube channel (Project Unity) this Sunday (8th) at 8pm UK Time 👇https://t.co/x6MK7TZvH2 — Jay Anderson (@TheProjectUnity) December 6, 2024 https://t.co/f4XNImcqFa pic.twitter.com/s7FyJuyTVu — Jay Anderson (@TheProjectUnity) December 6, 2024 https://t.co/f4XNImcqFa pic.twitter.com/RHVGX6MBxs — Jay Anderson (@TheProjectUnity) December 6, 2024 full text U.S. District Court for the eastern …
US JOB CUT ANNOUNCEMENTS ARE SKYROCKETING⚠️ US-based firms announced 57,727 job cuts in November, the third-highest number since the 2008 FINANCIAL CRISIS. Year-to-date there have been 722,566 job cuts, the largest amount since 2009 (Financial Crisis), excluding 2020 Crisis. ⚠️US JOB CUT ANNOUNCEMENTS ARE SKYROCKETING⚠️ US-based firms announced 57,727 job cuts in November, the third-highest …
Keep sharing! pic.twitter.com/PoCE4vCexM — WHO? (@soursillypickle) October 30, 2024
Harry Enten this morning on CNN. This is why Democrats are freaking out. 'Kamala is doing 6 points worse in polling than Biden in 2020.'pic.twitter.com/v4mIzjWLEI — Citizen Free Press (@CitizenFreePres) October 11, 2024 The Harris collapse has begun. https://t.co/4LILhoSbVf — Scott Adams (@ScottAdamsSays) October 11, 2024
August, 2020. Joe Biden explains that if his administration just rolls back all of Trump's border security policies, there is a good chance it will cause a border crisis. That's exactly what they did. pic.twitter.com/fZmfYuCh7O — MAZE (@mazemoore) October 8, 2024 Yep! Kamala wants to bring from Lebanon too. WTH? pic.twitter.com/fWT7ZXKLWJ — Sarita (@Saritaregresa) October …
“For the first time since the 2020 pandemic buying a home has become more affordable: US homebuyers now need to earn $115,454 annually to afford the median-priced home with a 15% down payment. This is down 1.4% year-over-year, marking the first annual decrease since June 2020, when mortgage rates were below 3%. The drop came …