Independent thinking for complex markets and current events
Fund managers are holding the lowest cash levels on record (3.2%) byu/neda6117 inwallstreetbets US stock market concentration is at record levels: The S&P 500 Herfindahl-Hirschman Index (HHI) is up to 195 points, near the highest on record. This metric measures how evenly market value is distributed across all 500 stocks in the index. A higher …
Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s. This marks a -1.6 percentage point decline since April, one of the fastest drops since the survey started. Cash… pic.twitter.com/4hoUh1JNNa — The Kobeissi Letter (@KobeissiLetter) January 22, 2026 …
They keep telling everyone inflation is “cooling” while the numbers keep jumping the moment you look closely. This is why the hawks on the Fed are screaming no rate cut. Most recent food inflation data from Consumer Edge. Highly respected. Food inflation costs are surging. Up from 2.8% to 3.2% as of November 9th. We …
Homeownership is slipping through the floorboards. First-time buyers now account for just 21.8 percent of total home purchases, the lowest share ever recorded. That’s down from 34 percent in 2019 and signals a deeper affordability breakdown. Existing home sales are projected to reach 4030000 in 2025, marking the slowest housing market in more than 25 …
⚠️BREAKING: *U.S. Q1 GDP FALLS -0.3%, EST. 0.2%; PREV. 2.4% 🇺🇸🇺🇸 pic.twitter.com/mahT0YOWbX — Investing.com (@Investingcom) April 30, 2025 Breaking Q1 GDP first look. -.3% vs -.2% exp. Recession? Pricing index 3.7% vs 3.2% expectations Stagflation? Oof 🤦♂️ — QE Infinity (@StealthQE4) April 30, 2025 Yields up. Stocks getting REKT pic.twitter.com/ZVvzwrx8hX — QE Infinity (@StealthQE4) April …
🚨🇷🇺🇺🇦OVERNIGHT RUSSIAN BARRAGE LEAVES 9 DEAD, 63 INJURED IN KYIV | RESCUE EFFORTS ONGOING The devastating combined missile and drone attack that hit Ukraine's capital has resulted in confirmed civilian casualties as emergency services race to find survivors. Emergency… https://t.co/Ob61VopbPR pic.twitter.com/2NZ9yhQbHm — Mario Nawfal (@MarioNawfal) April 24, 2025 🇺🇦HEDGE FUNDS TO UKRAINE: TIME TO PAY …
These small changes are statistical noise. Price trend is still up and that will accelerate after the September cut. — The Greatest Degeneration (@1Aerosavant) August 15, 2024
BREAKING: December CPI inflation rate RISES to 3.4%, above expectations of 3.2%. Core CPI inflation fell to 3.9%, above expectations of 3.8%. This is the 33rd consecutive month with inflation above 3% and first jump since September. Can the Fed really pivot right now? — The Kobeissi Letter (@KobeissiLetter) January 11, 2024 Breaking down the …
Its inflation rate was 7.4%. The CPI in October was 3.2%. Read more: https://t.co/ZPycAouGmh — unusual_whales (@unusual_whales) November 22, 2023
View post on imgur.com Approximately 70 million Americans will see a 5.9% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2022. Federal benefit rates increase when the cost-of-living rises, as measured by the Department of Labor’s Consumer Price Index (CPI-W). The CPI-W rises when inflation increases, leading to a higher …
by Dismal-Jellyfish Source: https://www.federalreserve.gov/releases/g19/current/g19.pdf Remember, From 1st quarter 2022 to 1st quarter 2023, total household debt has increased $1,205 billion to $17.05 trillion (+7.57%)–Mortgage balances ($864 billion), HELOC ($22 billion), Student loans ($14 billion), Auto loans ($93 billion), Credit Card debt ($145 billion), Other ($67 billion): Total household debt has risen by $148 billion, or 0.9 percent, …