Independent thinking for complex markets and current events
The cracks are showing. DR Horton booked $1.02 billion in net income for Q3 2025, a sharp drop from $1.35 billion a year ago. Revenue slid 7% to $9.2 billion. Closings fell to 23,160. The backlog shrank 16%. Order value dropped 19%. Gross margin slipped to 22.7%. Incentives increased. Liquidity held steady at $5.5 billion. …
Former LSU wide receiver Kyren Lacy has reportedly taken his own life at the age of 24 – days before he was due in court accused of negligent homicide. Lacy was considered one of the top prospects coming out of college football ahead of the 2025 NFL draft. But shocking reports emerged on Sunday that …
https://twitter.com/Mayhem4Markets/status/1907530833751118202 Trump pulled out this chart and its over. pic.twitter.com/r0gGCe6wWp — TT3 (@TradingThomas3) April 2, 2025 #Trump is announcing his #reciprocal #tariffs on other countries. If you don't understand WHY he thinks this right thing to do, the chart below sums up the unfair trade relationship with our partners. pic.twitter.com/GD1AeSrkMQ — Lance Roberts (@LanceRoberts) April …
by ElementBulldog I conducted an analysis of housing listings in the USA, focusing on properties for sale by both agents and owners, as well as rental listings. Goal is to take a snapshot of the listings in the USA, and track them over time to see how long it takes for houses to sell or …
$RIVN +24% for the day and 58% over the last 3 mo. because it reported "800 MORE VEHICLES than analyst expectations." Yes, 800. Rivian delivered nearly 14,200 EVs during the fourth quarter, bringing its yearly sales volume to roughly 51,580 electric trucks — within the company's… pic.twitter.com/fO54mA9prH — Inkling (@inside_finance) January 3, 2025
https://t.co/WUpJXYfyus — Eric Daugherty (@EricLDaugh) November 4, 2024
by confoundedinterest17 Another day, another dose of bad fiscal/monetary news. Not surprising with the US Treasury being run by Janet Yellen, who doesn’t seem to know much economics. In fact, with Biden/Congress spending like drunken sailors in port, inflation and The Fed’s counterattack, we see that interest of US debt just hit $1 TRILLION! $1.027 trillion in interest …
by confoundedinterest17 Bidenomics new theme song is “Addicted To Gov.” Bidenomics needs lots of Federal spending and borrowing to survive. But all this spending and borrowing is causing rapid price increases and other distortions. The US Federal government just added $600 billion in debt in ONE MONTH. And The Fed’s have borrowed $10.47 TRILLION since Covid in Q1 …
by marketsimulator Source: https://www.newyorkfed.org/research/capital_markets/ycfaq.html#/overview The yield curve as a leading indicator uses the 10y-3mo value to predict the probability of recession. July report came out last week and May ’24 is higher than any time in the last 40 years at 70.85%. Estimates currently go through July ’24. This is not the fed’s official prediction but …