Independent thinking for complex markets and current events
https://www.cnbc.com/quotes/@GC.1/ https://www.cnbc.com/quotes/@SI.1/ Sell America trade is back on Wall Street — stocks, bonds and U.S. dollar are tanking. https://www.cnbc.com/2026/01/20/sell-america-trade-dollar-treasury-gold-us-trump-greenland.html
The real danger isn’t that prices are high, it’s that the velocity of wealth erosion is accelerating unseen. If inflation continues at the current pace, the average American could lose another 15–20% of real purchasing power by mid-2026, leaving millions unable to cover basic expenses. Gold climbing toward $4,000 signals a massive shift in investor …
On a rolling ninety day basis, Momentum Tech and Bitcoins are 95% correlated, the highest in history. Which means that while gamblers are watching Bitcoins implode over the holiday, we can be 95% certain of what will happen the day after. pic.twitter.com/yLcy44LcyX — Mac10 (@SuburbanDrone) December 23, 2024 Bitcoin is not fungible and also likely …
A study from the European School of Management and Technology (ESMT) revealed that only about 5% of Greece’s international bailout funds were used to boost the country’s economy. The rest primarily went towards repaying debts, covering interest, recapitalizing banks, and restructuring debt. As a result, much of the bailout money ended up with private creditors, …
US labor market is only strong in the headlines: 1.5 million Americans lost their full-time job in just 6 months. Meanwhile, the BLS and Media Headlines: The US economy has been adding jobs for 40 straight months. Truly incredible.https://t.co/aBnhvZ4VI6 — Global Markets Investor (@GlobalMktObserv) June 18, 2024 Magic, pure magic pic.twitter.com/p914IlcsCP — Michael A. Arouet …
SVB works with literally like half of all US VC-backed startups, and is similarly popular for their banking services in the UK and wider Europe. If they find they’ve lost any significant portion of their funding then we’re going to see a large wave of western start-ups wiped/ significantly hobbled by SVB collapsing. $42B WITHDRAWN …