Independent thinking for complex markets and current events
Per the @FT: “US companies are defaulting on junk loans at the fastest rate in four years, as they struggle to refinance a wave of cheap borrowing that followed the Covid pandemic.” This is not about weak demand. Rather, it’s the consequence of excessive borrowing by companies,… pic.twitter.com/V9kOs5Y37e — Mohamed A. El-Erian (@elerianm) December 24, …
by External-Noise-4832 CBS – After nearly a year of war between Israel and the Iranian-backed terrorist group Hezbollah, Lebanon was sent reeling in September when thousands of pagers and walkie-talkies belonging to Hezbollah members exploded. Two recently retired senior Mossad agents, who were among those spearheading the years-long operation, detailed the inside story of how they …
Are we on the brink of a severe recession—or could the markets somehow keep soaring? In this eye-opening discussion, Mike Maloney and Alan Hibbard unveil the key data points that have signaled every modern recession without fail. From year-over-year employment metrics to the notorious yield curve inversion, you’ll see why they believe “things are so …
As retail investors flock to stocks with record inflows, yesterday 20 day skew hit a new all time high, as Wall Street quietly liquidates. pic.twitter.com/f5f9vfWUgy — Mac10 (@SuburbanDrone) December 24, 2024 A big Christmas vol crusher to round-trip VIX back to the lows of last week as if the hawkish FOMC had never happened. However, …
China Secretly Snaps Up More Gold, Positions for Its Greater Global Role While 99% of the media keeps staring at official data by the Chinese central bank (PBoC)—misleadingly stating it added 5 tonnes of gold in November following a supposed six-month pause—the PBoC’s… — Jan Nieuwenhuijs (@JanGold_) December 24, 2024
These people are a menace to society. Businesses have left neighborhoods. They have destroyed cities. — floridanow1 (@floridanow1) December 23, 2024 h/t dr0id
https://www.investors.com/news/technology/palantir-anduril-talks-openai-elon-musk-spacex-defense-giants/ Palantir Technologies (PLTR) and startup Anduril are talking with many other tech companies, including OpenAI and Elon Musk’s SpaceX, to form a consortium to jointly bid on U.S. government contracts, The Financial Times reported Sunday. The aim is to take on traditional defense giants such as Lockheed Martin (LMT), Northrop Grumman (NOC), Boeing (BA) …
⚠️S&P 500 RISK PREMIUM HAS DROPPED TO THE LOWEST SINCE THE DOT-COM BUBBLE BURST⚠️ The difference between the S&P 500 estimated earnings yield (earnings divided by price) and the 10-year Treasury yield fell to the lowest in over 2 decades. Are stocks overvalued versus bonds? pic.twitter.com/OwlMjd45Jo — Global Markets Investor (@GlobalMktObserv) December 23, 2024 Is …
My take is that 30yr mortgage is in a pause before heading higher. — Alistair (@kiwiangloameric) December 21, 2024 BREAKING: 30 year average US mortgage rates are above 7% again, per Mortgage News Daily. — unusual_whales (@unusual_whales) December 21, 2024 $500 billion for 5 days? 🤨 https://t.co/RkcFxJ0OGq pic.twitter.com/NXfcFpSr3f — Financelot (@FinanceLancelot) December 21, 2024 Extremely …
Conference Board: the leading economic index rose in Nov for the 1st time in over 2 years and now no longer signals an impending recession; the increase (which immediately followed the presidential election) was driven mostly by surging equity prices: pic.twitter.com/xqKrZuBtvi — E.J. Antoni, Ph.D. (@RealEJAntoni) December 20, 2024 h/t mark000
"builders are dealing with the most unsold inventory since the Great Finance Crisis" — Darth Powell (@VladTheInflator) December 20, 2024 Home builders across America like Lennar and DR Horton are issuing massive warnings about the US Housing Market in 2025. Most recently, Lennar signaled a big decline in revenue YoY and a huge pile-up of …
What have we learned from the market this Fall? There are 2 paths forward for Real Estate and both are painful: 1. Higher rates, stagnant market, layoffs, prices grind flat or down 2. Lower rates that come when the economy collapses, not because the Fed waves a magic wand — Amy Nixon (@texasrunnerDFW) December 20, …
The level of batshittery on The View just got ratcheted up several more notches as the cackling witches suggested that Elon Musk is conspiring with JD Vance to get rid of Trump. Host Whoopi Goldberg ranted “Who is in charge? Because I’ve been saying it for a while. I’ve been saying that I think Elon …
84% of newly built and sold homes as of 2022 were all part of an HOA or Homeowners Association. This is a worrying trend because a lot of homebuyers don’t want to be a part of an HOA and many people who live in one now want to escape it. But these communities are ruining …
‼️SELL SIGNAL FOR STOCKS TRIGGERED‼️ Cash levels* in global investors portfolios fell to 3.9%, triggering a “sell signal”, according to BofA. This is one of the lowest readings in history. It suggests lower returns ahead. *Survey of 171 fund managers with $450 billion assets. pic.twitter.com/4QUA3XbZrG — Global Markets Investor (@GlobalMktObserv) December 19, 2024 Bulls are …
Louisiana and Wisconsin are reporting serious cases of Bird Flu, and California just declared a state of emergency. Are they going to try it again? Last year, Igor Kirillov alleged that the US had plans to manufacture another biological crisis. They killed this guy yesterday. pic.twitter.com/AMPTiRxmqK — Clandestine (@WarClandestine) December 18, 2024 🚨 #BREAKING: CONGRESS …
🚨🇷🇺PUTIN: THE EU IS SLEEPING WHILE OTHERS RUN THE SHOW Putin claims the European Union is “dozing off” while other global powers charge ahead. Source: RT https://t.co/MvvEmLaLUz pic.twitter.com/oIDCYsJOiy — Mario Nawfal (@MarioNawfal) December 19, 2024 🚨🇷🇺PUTIN: OUR NEW MISSILES ARE UNSTOPPABLE "Even if an anti-missile system is deployed in Poland, it's not going to be …
……..and almost no demand at these prices… pic.twitter.com/uzqEYs3ybc — Saw Chuck (@Saw_Chuck2023) December 18, 2024 Distressed sellers inbound. They keep droping the rates on these townhomes. 2.99% interest rates. I drive by it every day and I don't see cars. They also stopped building at the halfway point. Apartments all around this area with banners, …
DUDE We are super close to implosion. Two rosy "strong/resilient" months then complete free fall IMO. Same playbook every cycle. They declare recession is averted then MORE complacency occurs before the rug is pulled out beneath themThose $GME swaps👀💥https://t.co/mq52SLvnLB pic.twitter.com/W6Xo0tDEIE — 🏴☠️Fidel Cashflow🏴☠️🇺🇸 (@fullfieldflicks) December 19, 2024 YOU. CANNOT. MAKE. THIS UP. Yesterday was October …
We are on the same rate-cut path as 2007. Remember what happened in 2008? — Steven Van Metre – AI 👑 (@MetreSteven) December 18, 2024 https://twitter.com/Logisticsexpert/status/1869522799389454585 Maybe he is finally starting to see the stagflation? — David Sommers (@dgsommersmkts) December 18, 2024 Rates will rise until it collapses the stock market bubble Collapsing stock market …
https://finviz.com/ It's begun .. pic.twitter.com/LPPK8arfBz — The Great Martis (@great_martis) December 18, 2024 I cannot wait to see this pig in an actual recession pic.twitter.com/0PeFOiX8GA — Darth Powell (@VladTheInflator) December 18, 2024 As we said in May 2024 when this clip was taken, this is the 2024 version of "inflation is transitory.” Fed Chair Powell …
Guys this section of the CR is insane. Why is this included in a spending bill? Why are they trying to make this a thing at all? WHAT ARE THE HIDING? https://t.co/LHIc5dgK7l pic.twitter.com/ckQuAGNCvV — Jon Herold (@patel_patriot) December 18, 2024 pic.twitter.com/43tbcDJl6J — Jon Herold (@patel_patriot) December 18, 2024 🚨BREAKING: The short-term funding bill to avert …
🚨THIS IS THE MOST MANIAC MARKET IN HISTORY🚨 Call options average daily volume of quantum computing stocks SKYROCKETED 2,509% this week. To put this into perspective, NVIDIA's call options volume growth was 435% in March… What could possibly go wrong? pic.twitter.com/95gswdfRvY — Global Markets Investor (@GlobalMktObserv) December 18, 2024 S&P 500 Shiller CAPE Ratio hits …
https://twitter.com/GayBearRes/status/1869170048943960511
The moment when people start crapping on Warren Buffett is usually the time you want to put on a helmet. https://t.co/Ngk5c0rMPi — Jared Dillian (@dailydirtnap) December 18, 2024 Here is where it gets interesting and lethal for bulls. The highest quality stocks are reaching the most oversold level of the year on price, but support …
House Foreign Affairs Committee chairman Michael McCaul said Tuesday that he believes that some unidentified drones spotted above New Jersey and New York are “spy drones” from China — after Biden administration officials insisted many of the aircraft are innocent commercial aircraft. “We want answers but the response I’m getting is we don’t know whose …
You may also watch this ⬇️ Globalists are losing their power. People are waking up. Make Europe Great Again 🔥 pic.twitter.com/819d4YN0Yd — NomNom (@OmNomNomPL) December 17, 2024
Leftwing lunatic, Chairforce “veteran”, nurse, and school teacher calls for Trumps arrest and for millions to storm D.C. An elderly liberal has alleged that Donald Trump will be arrested on December 20th under Executive Order 13848 for allegedly conspiring with foreign actors to rig the election. He also urged people to storm Washington, D.C., on …
Interest rates worldwide are hanging at the edge of a cliff. It may not seem like it from the current focus on the Fed and the possible pause in its rate cutting. This doesn’t mean other central bank rate cuts, either. Instead, two very critical signals have absolutely plunged just in the past few days. …
Both Macy’s and Foot Locker are 2 iconic American brands that are suffering right now and reporting much lower than expected holiday sales and earnings. Meanwhile, other companies like Walmart and Costco are crushing it and bringing in higher than expected sales. So what’s going on?