Inflation is Rising Again for the First Time since March

Breaking: October PPI +.2% as expected but hotter than recent trends +.3% ex food and energy. Hotter than expected Annualized 3.1%. Also hotter than expected 🔥 Jobless claims down to 217k. Hot as well Bond yields up. Futures pretty flat — QE Infinity (@StealthQE4) November 14, 2024

How Much Will It Cost to Make America Great Again?

With Trump’s election victory and a GOP-controlled Congress, significant economic changes are on the horizon. While these policies aim for long-term prosperity, they come with significant short-term costs. Here’s a discussion of just how much these plans will affect your finances… Key takeaways Costly Tax Initiatives: Trump’s proposed tax changes …

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The Insider Transaction Ratio (sales-to-buys) is back in bearish territory… The 10 year yield is ripping again

The Insider Transaction Ratio (sales-to-buys) is back in bearish territory. via @hmeisler pic.twitter.com/kcAv13VryR — Daily Chartbook (@dailychartbook) November 12, 2024 Good Morning 🙃 pic.twitter.com/TD7ZOUTVtR — Amy Nixon (@texasrunnerDFW) November 12, 2024 The 10 year yield is ripping again. About to hit 4.40%. New highs. Wen 8% mortgage rates? 💀 pic.twitter.com/nnsKVEXlhv …

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Relentless buying at higher highs keeps the crowd hooked, this ends poorly. History repeats: MicroStrategy led in Y2K and leads again now.

Microstrategy was the top performing stock in Y2K and it's the top performing stock now. pic.twitter.com/SnYBtJjWl4 — Mac10 (@SuburbanDrone) November 11, 2024 Perpetual buying at higher highs keeps the cattle interested. This doesn't end well. Books shall be written. https://t.co/8IKaeuKxb3 — The Great Martis (@great_martis) November 11, 2024 MicroStrategy’s $2 …

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I want to take my vote back. So that I can vote for Trump again.

Link to original article: https://www.cnn.com/2024/11/10/politics/federal-workforce-second-trump-term-schedule-f/index.html The Bureaucracy has long been a 4th branch of the government, well outside the intentions as the Constitution was written, and contained within is the ‘Deep State’ or ‘Establishment’ or ‘The Blob’. h/t inventingnothing

Stagflation: 1970s all over again. Nvidia joins the Dow this week. The biggest turmoil is coming. It can all end now.

Stagflation. 1970s all over again . Even Lumber reignited. pic.twitter.com/sLNC5DSOSl — The Great Martis (@great_martis) November 4, 2024 51.4% of consumers expect to see higher stock prices over the next 12 months, the most in history 🚨 pic.twitter.com/ddt7FM1vGx — Win Smart, CFA (@WinfieldSmart) November 5, 2024 The big news is …

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They are messing with grandpa’s pills again…

Combine this with Walz calling Elon gay, we're starting to get a clearer picture here. Senior Democrats seems to think their opponents are gay men they'd like to smack in the ass… — Matt 🇬🇧🇵🇱🇺🇸🇨🇩 (@MattStirner) November 2, 2024 All for supporting one man. Makes you wonder why they fear …

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Kammy actually uses the ‘unburdened’ quote again.

Journalist: Trump leads with men by 16 points. Why is that? Kamala — Look at this audience. Men are supporting me. Voters can be 'unburdened by who they may have voted for in the past.'pic.twitter.com/JSpVuYvTOm — Citizen Free Press (@CitizenFreePres) October 28, 2024

Changeling! Leading Economic Index For US Declines AGAIN By 0.5% In September (Down -2.6% Over 6 Months)

by confoundedinterest17 SF Woman. That is my name for Kamala Harris, the ultimate political changeling, taking full credit for the economy, then trying to distance herself from Biden. As the US economy continues to contract. The Conference Board Leading Economic Index® (LEI) for the US declined by 0.5% in September 2024 to …

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The current economic indicators can’t be ignored; we may be on the verge of a major financial upheaval. Gold is ringing alarm bells once again

Gold’s warning signals are clear: a recession is imminent, regardless of the election outcome. With the unemployment chart showing concerning trends and the gold-to-silver ratio suggesting a pivotal moment for precious metals. Gold warned the cattle in 2007 and now it warns once again . Pay attention . pic.twitter.com/VhBnbkKIUv — …

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Housing Starts and Permits Slip Again in September

by Mike Shedlock Housing continues to slowly weaken and completions surge relative to starts and permits. Building Permits Privately-owned housing units authorized by building permits in September were at a seasonally adjusted annual rate of 1,428,000. This is 2.9 percent below the revised August rate of 1,470,000 and is 5.7 …

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Kamala once again admits the “The Amerian dream is out of reach of most people now”, heavily slurred

Kamala admits "what generations before call the 'American Dream'" is "out of reach for too many." FACT: Under Kamala, the cost of homeownership has reached its highest in three decades — with housing costs up nearly 50% since she took office. pic.twitter.com/xF1T2dhX2N — Trump War Room (@TrumpWarRoom) October 14, 2024 …

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Milton is Category 5 again, with 200 mph top winds. 24 hours left to evacuate — Photo essay from Florida. Simulation shows worst case for Tampa.

Final preparations are underway in Florida as Hurricane Milton approaches as a monstrous storm. Officials warn debris from Helene could become flying projectiles, adding to the danger. After losing strength overnight, as of 5pm eastern, Milton is back at category 5 hurricane status on the Saffir-Simpson scale. Milton was expected …

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Will we ever let house prices fall again?

via notayesmanseconomics Today gives us an opportunity to look at the dog that did not bark. Was that not a Sherlock Holmes theme? We can start with the research student presenting the morning meeting at the Bank of England who will have a smile matching this sunny morning in London. …

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Cutting rates will be looked back on as a regrettable error. 1970s all over again, only 10² worse.

Cutting rates will be looked back on as a regrettable error. 1970s all over again, only 10² worse. pic.twitter.com/IoztkAs4WV — The Great Martis (@great_martis) October 7, 2024 It's probably nothin.$VIX tremors pic.twitter.com/WxqHi9FYBL — The Great Martis (@great_martis) October 7, 2024 JUST IN 🚨: 10-Year Treasury Yield jumps to 4% for …

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The Deeper Dive: The Return of Inflation … Again

BY DAVID HAGGITH This is the second return of inflation since Covid. The first return of inflation came last year and into January through March of this year when inflation started rising again after about a year of declining. Since then, I’ve made a big point all summer of saying inflation would …

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Euro area economic activity is in trouble again

via notayesmanseconomics: On Friday the President of the ECB Christine Lagarde gave the Michel Camdessus Central Banking Lecture at the IMF. You might reasonably wonder what after her track record? For example her disastrous record loans to Argentina when head of the IMF. Or perhaps be wondering how such a committed …

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