Independent thinking for complex markets and current events
via Phoenix Capital Research President Trump just unveiled another massive TACO. The term “TACO” is an acronym for “Trump Always Chickens Out.” It implies that the President, for all his bluster and verbal aggression, is in fact quite opposed to conflict, especially if it hurts the stock market. Earlier today, President Trump tweeted the following: …
Absolutely wild when you consider that the cost of jet fuel has risen 50% since the Iran conflict began. They are claiming they see 10% revenue growth on strong demand, yet make no mention of the potential impact that increased fuel costs will have on these projections, only… https://t.co/ic90JUwjnw — Michael Bento (@MichaelPBento) March 17, …
Absurd that there is funding stress from such a small amount of quantitative tightening. It’s already over, and we are still well above 2019 balance sheet levels. Shows you how broken the market has become. pic.twitter.com/TaxwfBBtYj — Illiquid Insights (@IlliquidInsight) December 16, 2025 🚨FEDERAL RESERVE INJECTS $5.2 BILLION INTO U.S. BANKING SYSTEM VIA OVERNIGHT REPOS …
Retail is cooling. Not collapsing. But the heat is gone. The latest Redbook Index shows year-over-year growth of 5.2% for the week ending July 19. That’s down from 5.9% the week prior. The sample covers 9,000 stores and represents 80% of the Commerce Department’s retail data. It’s nominal. Not inflation-adjusted. So the real story is …
1) On a month over month basis, home values dropped in 24 of 50 states in March. The drops in value were most concentrated in the Sun Belt and Mountain West, as well as California. pic.twitter.com/xOuFYpoPNq — Nick Gerli (@nickgerli1) April 17, 2025 4) In Tampa, values are already down -3.3% over the last year. …
The Shelter Consumer Price Index (CPI) has indeed increased by 5.2%, marking the 29th consecutive month of housing inflation above 5%. This is the longest period of elevated housing inflation since the early 1980s. Rising shelter costs continue to be a significant factor in overall inflation, impacting affordability for many households. h/t Perfect_Alarm_2141
by confoundedinterest17 Are you ready? You can tell an election is on the radar since inflation numbers are settling down for the most part. According to the BLS, overall inflation fell slightly in June to 3.0%. Shelter CPI is up 5.14% YoY as M2 Money growth has been rising slowly … again. Core CPI also ‘missed’, rising just …
by confoundedinterest17 Where has all the GDP gone? Not to wages. As expected, Q3 Real GDP was revised upwards to 5.2% annualized. Of course, this shatters JKP’s talking points that Biden inherited a train wreck of an economy from Trump. Q3 2020 Real GDP grew at over 30%. And on a year-over-year (YoY) basis, US real GDP grew …