Independent thinking for complex markets and current events
Urenco announced plans to increase uranium enrichment capacity at its New Mexico facility by nearly 50%, significantly expanding the only commercial-scale uranium enrichment plant currently operating in the United States. The expansion is being driven by rising demand for nuclear fuel, growing interest in new reactor construction, and efforts to replace Russian nuclear fuel services …
https://t.co/LXlko0l1Vk — Melody Wright (@m3_melody) March 22, 2026 The tide has gone out. pic.twitter.com/PMRSvAQjOS — The Great Martis (@great_martis) March 23, 2026 There Are 630,000 More Home Sellers Than Buyers—the Biggest Gap on Record When sellers outnumber buyers, the buyers who are in the market have bargaining power. In other words, it’s a buyer’s market. …
Mid-30s Unemployment?! “I think it’s very natural to be concerned about jobs. “I think young people coming out of university today, it’s like 9% unemployment. “I think it could easily go into the mid-30s in the next couple of years.” – Bill McDermott $NOW CEO CNBC: “The mid-30s?!” Bill McDermitt: “I do, because what’s happening …
Nearly half of Americans in a new WalletHub survey said their household can’t manage more debt, while more than one-third said they expect to have higher balances by the end of 2026. Fifty-three percent of households said the struggle the most with credit card debt, followed by mortgages at 20% and student loans with 11%. …
With the Fed & uniparty hurtling us down the road to Venezuela del Norte, converting our Fed confetti into REAL money is a no-brainer. China just smashed another milestone in its war on dollar dominance. Official figures show overseas renminbi lending, bond investments, and deposits by Chinese banks have quadrupled in five years, hitting RMB3.4 …
Got #gold and #silver???$ag $fsm $kgc $btg $nxgcf $bcekf $armn $nfgc $sbsw $lbcmf $nexm $ogmnx 🚀🚀🚀🚀 pic.twitter.com/GqsK9DMR8F — 🪙 Gold Finger 🪙 Precious Metals Guru (@NFL_FantasyNews) October 23, 2025 [BEIJING] Chinese banks helped clients offload overseas currencies at the fastest pace since 2020 last month, as optimism towards further yuan appreciation grew. Lenders sold a …
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. …
Housing slump widens as home prices fall in one-third of top markets, from 31 to 110 in six months and no bottom yet 6 months ago, I said on @Todd_Sachs' show that my analysis suggested that we'd see the count rise to around 150 (among these 300) negative year-over-year for home prices (using ZHVI) at …
What we’re witnessing isn’t just another agricultural downturn – it’s the systematic collapse of the most powerful food production system the world has ever known. From the cornfields of Iowa to the wheat plains of Kansas, from the soybean farms of Illinois to the cattle ranches of Texas, American farmers are making a decision that …
MSNBC replaced Rachel Maddow with Jen Psaki, bc they were losing so many viewers..and on her debut she lost (53%) more viewers than did Maddow The demise of the Fake news media is glorious to watch The Winning hasn't stopped since Jan 20th, I love it pic.twitter.com/I3YbezmtGr — @Chicago1Ray 🇺🇸 (@Chicago1Ray) May 30, 2025
The Big, Beautiful Bill not only won't make America Great Again, but it continues the destructive fiscal policies that contributed to our fall from greatness. Ironically, it may be the straw that breaks the camel's back, ushering in a long overdue dollar & sovereign debt crisis. — Peter Schiff (@PeterSchiff) May 24, 2025 Peter Schiff …
Canada is experiencing the largest millionaire exodus in its history, with 3,200 high-net-worth individuals expected to leave this year. The country ranks third globally in millionaire flight, following China and India. The reasons behind this mass departure are clear—high taxes, hostility toward success, and growing political instability are driving Canada’s wealthiest citizens to seek better …
This is one of the most important charts I’ve seen in a long time. AI alone could drive electricity demand equivalent to adding another US economy in the next 5 years. Another point that’s probably flying under the radar: look at the gap between the US and China. If onshoring… pic.twitter.com/c83AhCBcW5 — Otavio (Tavi) Costa …
I love this graphic. It took 38 years for gold to rise from $35/oz to $1,000/oz. Then it took 12 years to rise from $1,000/oz to $2,000/oz in 2020. It only took 4 years to go from $2,000 ~~~> $3,000 pic.twitter.com/jcabgwvYOM — CEO Technician (@CEOTechnician) April 15, 2025 GOLD – Remember what I said…'it will …
The yen is quietly making a comeback—and this isn’t just a temporary blip. After years of suppression, the Japanese currency is primed to normalize and, yes, soar. The writing is on the wall, and Japan’s fiscal policies, coupled with shifting global dynamics, are setting the stage for a much stronger yen. For years, the yen …
by Mike Shedlock Republicans expand Social Security at a cost of $196 billion. Guess who benefits. Senate Votes to Expand Social Security The Wall Street Journal reports Donald Trump is Whistling Past Social Security’s Insolvency. Neither political party is serious about spending restraint, and the latest evidence is the Social Security Fairness Act that the Senate …
The extent to which demand for existing homes has collapsed and remains collapsed is astounding, but ultimately not surprising: Demand plunged in 2022 when mortgage rates soared, and plunged a lot further in 2023 as mortgage rates continued to rise to almost 8% by October 2023. But then as mortgage rates dropped starting in November, …
by Michael Large businesses are declaring bankruptcy at a staggering rate, and yet we are being told over and over again that the economy is just fine. Needless to say, most of the country isn’t buying it. Survey after survey has shown that most Americans believe that the economy is on the wrong track. But those that …
The reported destruction of a column of Ukrainian BTR-4E armored personnel carriers by former Wagner PMC fighters highlights the ongoing conflict and its devastating impact. Meanwhile, Russia’s advances in the East add further complexity to the situation. The utterly unsustainable insanity of Zelenskys Kursk raid is laid bare. An entire column of 7 Ukraianian BTR-4E …
Burger King. Wendy’s. Boston Market. Red Lobster. Popeye’s. Arby’s. Corner Bakery. Carl’s Jr. The list goes on. On top of being some of the most iconic restaurants in the U.S., what do all of these companies have in common? According to U.S. Court documents, these brands have all faced bankruptcies over the past year as …
The gold rush of central banks. Today’s Michael Lewis “Big Short” opportunity is rather the ongoing devaluation of fiat currencies relative to real assets with limited supply, which are imperative to society either as commodities or sound money. pic.twitter.com/t6JZMmbAmm — Otavio (Tavi) Costa (@TaviCosta) June 1, 2024 I've been asked for years, "What is going …
So a hawkish message, maybe asset price inflation really translates into a positive wealth effect which accelerates inflation.. https://t.co/k7QhinBEIp — The Macro Guy (@SagarSinghSetia) May 3, 2024 Home prices in the US have hit new all-time high, per MW. — unusual_whales (@unusual_whales) May 3, 2024
by confoundedinterest17 The song “Running on Empty” by Jackson Browne comes to mind when analyzing the state of American banking, especially regional banks. Yesterday we found out that inflows to money-market funds continue to be huge ($290BN in six weeks), and more importantly, regional banks’ usage of The Fed’s BTFP bailout facility surged to a new record high (even …
As hundreds of Anheuser-Busch employees pack up their desks due to a company-wide layoff, one former executive of the company warned that more job losses may be coming. “Otherwise, you’ve seen hundreds of people laid off Anheuser-Busch, hundreds of people laid off at some of their suppliers, their glass suppliers, and unfortunately,” he cautioned, “thousands …
From Peter Reagan at Birch Gold Group We’ve written before about how economic catastrophes often start gradually, then suddenly accelerate into utter chaos. Now it’s time to apply that idea to a different topic: de-dollarization. Mike Maloney surmises that the dollar will, at first, slowly be replaced by alternatives as the global reserve currency. Then, after alternatives build momentum (e.g. BRICS …
by Michael If you are trying to sell your home right now, I feel so sorry for you. Thanks to the Federal Reserve, mortgage rates have risen to very alarming levels, and this has scared millions of potential homebuyers out of the market. Compared to two years ago, the average potential homebuyer is facing mortgage …
by Michael Global food supplies just keep getting even tighter, and global hunger has risen to extremely alarming levels. People on the other side of the world are literally starving to death as I write this article, but most of us in the western world simply do not care about the millions that are deeply …
