Independent thinking for complex markets and current events
The index includes all savings of the population, businesses, and governments. Now the United States relies solely on foreign investment. Source: https://research.gavekal.com/chart/week-38-2024/ h/t pure_psycho
2/ US government bonds have broken below a 40-year uptrend After experiencing one of the most aggressive bear market since the 1980s pic.twitter.com/FTPZvQuipe — Bravos Research (@bravosresearch) August 28, 2024 4/ Since March 2020, gold has outperformed Treasury bonds by +100% coinciding with rising government spending Government expenditures have gone from $3.4 trillion to nearly …
So things I need have gone up. Things I don’t need have gone down Exactly as designed to pull the most amount of money from the most amount of people. Spend money on things that you can’t go without easily and make sure that the things that you don’t “need” are cheap enough to get …
Over $2.9 trillion has been wiped out from major indices and stocks this morning due to growing fears of a global recession. byu/External-Noise-4832 inconspiracy Stocks sunk on Friday morning after investors were spooked by a weak jobs report. The unemployment rate fell to the lowest level in almost three years – hitting 4.3 percent in …
Inflation-adjusted hourly compensation is down 5.2% since the final quarter of '20 and is unchanged from a year ago, despite an increase in productivity and higher nominal pay: pic.twitter.com/1goh8soIMQ — E.J. Antoni, Ph.D. (@RealEJAntoni) August 1, 2024 US CPI inflation set to collapse. The Q2 productivity and unit labour cost data are just out and …
🚨GLOBAL RECESSION ALERT🚨 Copper plummeted below $4.10 for the 1st time since Mar 2024, heading for the worst streak since the Pandemic CRASH. Copper fell for 9 days straight, as inventories SPIKED to highest since 2020. As a reminder copper is a key economic bellwether. pic.twitter.com/FGTB5A3fzt — Global Markets Investor (@GlobalMktObserv) July 25, 2024 ANOTHER …
I have been raising the alarm about Kamala Harris and who she really is for years. Amazon banned my book on July 22nd, 2024 after it had been for sale since 2020. You can now order it on Lulu: https://t.co/XcHMkoUE4n It has great reviews: https://t.co/1hIwJG7IYM pic.twitter.com/Tx7cTV9WWu — Caleb T. Maupin (@RealCalebMaupin) July 24, 2024 Kamala …
Consumer sentiment is lower today than during the height of the pandemic lockdown in March/April of 2020. It is currently at levels traditionally seen during recessions. — Wealthion (@wealthion) July 14, 2024 THIS IS WILD: $2.1 trillion of US excess savings were spent in 3 years As a result, cumulative excess savings are now NEGATIVE …
Tech is the most overbought since August 2020. And then it dropped straight line -15% back to the 50 dma. pic.twitter.com/4GI2YPnfEr — Mac10 (@SuburbanDrone) June 18, 2024 In April, semis rolled over with the rest of the Nasdaq. This time, the Nasdaq has rolled over while semis have made new highs. Which will make this …
The steep fall is due to the results so far falling short of the exit polls, which the market had discounted yesterday. Moreover … it is possible that Modi 3.0 may not be as reform-oriented as the market expected and may turn more welfare- riented. — stan1m1r (@stan1m1r) June 4, 2024
Let’s examine the inflation and price changes since 2020. According to the U.S. Bureau of Labor Statistics, prices for all items have increased by 20.23% from 2020 to 2024. On average, this translates to an annual inflation rate of 4.71% during that period1. Specifically, here are some notable price increases: Gasoline: From December 2020 to December 2021, gasoline prices rose nearly 50%. Food: Food …
US government interest payment has virtually been a straight line up since 2020 Despite crossing $1 TRILLION, this debt crisis keeps getting worse pic.twitter.com/YE8v8uLZHG — Bravos Research (@bravosresearch) May 18, 2024 2/ What matters here is not overall US government debt but rather the balance of payments. If a country runs a trade deficit this …
Joe Biden expressed concerns during the 2020 campaign that President Trump’s actions might lead to a conflict with Iran. 2024:
Via SchiffGold.com, Assuming CPI measurements are not understatements, the dollar’s value has plummeted by a staggering one-fifth since 2020, yet, rather than acknowledging its role in fueling this economic turmoil, the Biden administration deflects, casting capitalism and corporate greed as the villains. The latest February CPI data show more signs of the upcoming inflation bloodbath. The following article was originally published …
Mainstream media faces a dire decline, losing 40% of online audience since 2020, triggering attacks and revealing an existential struggle. What is even worse are the physical subscription numbers. The physical US Newspaper circulation is below what was distributed in 1940. Is this a spiral of doom for mainstream media? People used to have to …
The question of whether Georgia’s electronic voting system has major cybersecurity flaws that amount to a violation of voters’ constitutional rights to cast their votes and have those votes accurately counted is set to be decided at trial early next year. U.S. District Judge Amy Totenberg issued a 135-page ruling late Friday in a long-running …
President Biden has just a nine-point edge over Donald Trump in a new poll of deep-blue New York, a state he won by 23 points in 2020, according to a new Siena College survey. Biden, 80, had enjoyed a 21-point lead over the Republican front-runner in a September poll by the upstate college, but a …
(Bloomberg) — Global funds further trimmed their Chinese stock holdings in September, extending a relentless selloff and lowering their average position in the country to the lowest level since 2020, Morgan Stanley said. Net monthly outflows from active long-only managers in China and Hong Kong equities totaled $3.2 billion during the month largely due to …
by confoundedinterest17 Well, it looks like Ukraine’s army is surrending in droves to Russian forces. Maybe this will end Biden’s obsession with doling billions of dollars to Ukraine. Nah, Biden will continue doling out billions to Ukraine, but this time it will be to rebuild Ukraine (while major US cities continue to rot). But in …
A total bloodbath in Treasury notes, bonds, and mortgage-back securities again: Here is a reminder that these instruments account for over 80% of the Federal Reserve's balance sheet. If they were to be reevaluated using a mark-to-market methodology, the Fed's assets could be… pic.twitter.com/x0YNQez2iJ — Otavio (Tavi) Costa (@TaviCosta) September 25, 2023 That doesn’t change …
by betsharks0 > In September 2022, adjustable-rate mortgages (ARMs) made up around 9% of all new home loan applications to lenders, according to the Mortgage Bankers Association (MBA) So are these people basically f***ed? The median house payment in the US is now at $2,605/month. This is up 19% compared to 2022 and the most expense median …
by Dismal-Jellyfish Source: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/july-filings-propel-2023-us-corporate-bankruptcy-tally-past-2022-s-total-76838356 US corporate bankruptcies rose again in July as high interest rates and a challenging operating environment continue to push US companies over the brink. S&P Global Market Intelligence recorded 64 corporate bankruptcy filings in July, the largest monthly total since March and more filings than in any single month in 2021 …
Great chart from PPG Macro showing delinquency issues beyond the large lenders. It seems that small lenders are increasingly exposed to overly risky loans. Commercial real estate loans are yet another example. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) August 2, 2023 Throughout ‘23 US default risk …
by Chris Black If the charge of election fraud isn’t true, then how come we keep finding evidence of it? Like the 24k+ ballots in Detroit and the thousands of absentee ballots printed on plain paper. The non matching signatures on a few hundred thousand ballots in Arizona. The destroyed paper ballots that were supposed …
There's a third and most likely scenario in which the dollar implodes and Big Tech implodes at the same time. That's what happened in March 2020 and the set-up now is identical. pic.twitter.com/Qg1JXXawVr — Mac10 (@SuburbanDrone) August 1, 2023 A new risk that has emerged in the past month: If the Fed stops hiking rates …
by Chris Black Finally some good news. New York Post: Idaho resident Gabriel Rench was awarded a hefty settlement for his 2020 arrest during the height of the COVID-19 pandemic.
https://t.co/HalIfhU6gE — Win Smart, CFA (@WinfieldSmart) July 19, 2023 The median home price in the U.S. is up ~38% since 2020. The average interest rate on a 30-year mortgage is up from 2.7% to 7.1% in ~2.5 years. The average mortgage payment on a 30-year mortgage is now $2,900. Could you afford to buy your …
Seems like you are the problem if you cant address and correct your number priority in 20 years. https://twitter.com/thekevindalton/status/1675250179220574208?s=46&t=z4S3SbHryFIVFQgblrJk4Q And remember, when was in charge of San Fran he gave the homeless bus tickets to go out of town, to any town but his. h/t labbond
by Chris Black In America, banks can do whatever they want to anyone. Because despite the fact that America is a socialist country where it is impossible to start a small business, it is also an anarcho-capitalist country where large corporations can do whatever they want to you and you have no recourse at all. …
