Independent thinking for complex markets and current events
Not sure what their occupancy is, but maybe go easy on those rates! The Hyatt across the st has similar ratings and nearly half the price. pic.twitter.com/AHIam93k50 — Pritesh | Indie Hotels (@PriteshSMB) May 28, 2024
The U.S. Supreme Court ruled Thursday that the due process rights of two Alabama women were not violated when they both had to wait over a year for a court hearing to challenge the police seizure of their cars. In a 6–3 decision, the Court’s conservative majority held in the case Culley v. Marshall, Attorney General of …
Today Bank of Canada warned the public of a possible sharp correction in asset prices & systemic risk to the banking system 🤪pic.twitter.com/cKJPDeZ1X0 https://t.co/l7L3hjeD46 — Financelot (@FinanceLancelot) May 10, 2024 The Bank of Canada Governor called Trudeau's $61 billion spending "not helpful" for tackling inflation and reducing interest rates. Former Liberal Bank Governor David Dodge …
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
Asset Managers are the most long U.S. Equity Futures in AT LEAST the last 12 years pic.twitter.com/1sDL4Mb3h4 — Win Smart, CFA (@WinfieldSmart) May 1, 2024
On Thursday, a reform bill in the Kansas House passed with unanimous support. A Senate bill was also passed. The reform addresses law enforcement’s ability to take property believed to have been obtained through illegal means before someone is charged with a crime or convicted. This has been one of the most fucked up things …
Whatever… https://t.co/bZl38AAKnS pic.twitter.com/nFavJXSD4j — JustDario 🏊♂️ (@DarioCpx) April 10, 2024 Again rising, BoJ has lot the plot it seems pic.twitter.com/RVhAk0wpJL — The Macro Guy (@SagarSinghSetia) April 10, 2024
Federal Case Against Diddy Expands, Subpoenas Reportedly Issued to Affiliated Corporations Amid Asset Sell-Off — Ex-Bodyguard Claims Diddy is FBI Informant Disgraced billionaire hip hop mogul and Democrat party community organizer, Diddy, is panicking behind the scenes, as reports surface of the federal case against him expanding. Multiple corporations tied to the mogul are being …
Probability of a Global Recession in the Next 12 Months pic.twitter.com/dgFtlfN8DD — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) March 28, 2024 America has become a gambling society. Zero day options. Meme coins. Sports betting. Everyone takes more risk… WSJ: BOE Warns That Investors May Be Too Complacent About Risks “The Bank of England on Wednesday warned …
Cocoa’s connection to bubbles in other investments has skyrocketed to over 95%, a level never seen before. This means cocoa prices are moving more closely with other investments like stocks and cryptocurrencies. It’s unusual because usually, this connection stops at around 80%. Now, there is a chance any investment could behave like cryptocurrencies, especially with …
New high for Bitcoin today, but as we see the Tesla inspired high was slightly above the Gamestop high and this high is slightly above the Tesla high. Classic bull trap action. True to form, this Disney bubble is ending with an an asset class that doesn't physically exist being… pic.twitter.com/YbEeOMo5k0 — Mac10 (@SuburbanDrone) March …
JUST IN: #Bitcoin surpasses silver to become the 8th largest asset in the world. — Watcher.Guru (@WatcherGuru) March 11, 2024 Hedge Fund equity long exposure is at 5-year highs according to Goldman Sachs 👀 pic.twitter.com/4DG9YVzjMq — Barchart (@Barchart) March 11, 2024
The timing couldn’t be worse for Donald Trump as he faces the prospect of having to sell property to cover a massive verdict against him. The former president said in a court filing Wednesday he may soon need “to raise capital under exigent circumstances” to push ahead with an appeal of New York state’s $454 …
Banking rollercoaster: From denial to acknowledgment, uncertainty surrounds likelihood of commercial bank failures. Real estate magnate Barry Sternlicht has sounded the alarm on the challenges facing the commercial real estate (CRE) sector, particularly the office market, labeling it an “existential crisis.” Sternlicht estimates that the $3 trillion asset class is now likely worth around $1.8 …
Synergy is the concept that the combined value and performance of two companies will be greater than the sum of the separate individual parts. Basically, they bought Activision for X and accounted for it in their sheats as X + Y h/t 2ndSifter
Monday, a Hong Kong court ordered the liquidation of Evergrande- whether the court ruling will be of much help to creditors remains to be seen as the court’s jurisdiction is separated from the bulk of Evergrande’s assets located in the Mainland. 2/ — Smartkarma (@smartkarma) January 30, 2024 This ruling doesn’t come as a surprise …
China state media removed a story that initially reported that Beijing plans to merge its largest state-owned bad debt asset managers with China Investment Corp, one of the world’s largest sovereign fund. The initial report was published Sunday by Xinhua Finance. It cited unidentified sources as saying the plan to bring China Cinda Asset Management, …
Russia believes it has “lost” $300 billion in assets frozen due to sanctions, an independent Russian news outlet has reported, as a lengthy legal fight looms over the money the Biden administration reportedly wants to seize to rebuild Ukraine. However, a market analyst has told Newsweek that such a confiscation of Russian assets could mean …
#Bitcoin is a digital IOU! It is NOT an asset. It is NOT digital gold. It is a future claim on the use of the network. It is not very hard to understand if you question what you own… or don’t own. 99%+ of people who own $BTC have no clue what they hold. Ask …
by confoundedinterest17 California is experiencing a pension inferno! One of the biggest public pension plans in the US plans to borrow tens of billions of dollars to maintain liquidity instead of triggering a fire-sale of its assets. Bloomberg reports the roughly $318 billion California State Teachers’ Retirement System (CalSTRS) plans to borrow $30 billion, or about 10% …
Revised GDP at 4.9%, market distrust raises concerns of an imminent asset crisis. 🚨 US 🇺🇸 GDP came out at 4.9%, revised down from 5.2%. How do you justify lowering interest rates to stimulate the economy when the data shows the economy doesn't need stimulating? ⚠️ At the same time, US 10Y Treasury Note yield …
via naturalnews: There is a case before the Supreme Court right now that, depending on the direction it takes, could allow the Internal Revenue Service (IRS) to begin taxing unrealized capital gains in addition to realized capital gains. Moore v. the United States technically deals with a different issue involving a couple that was taxed by the IRS for unrealized gains overseas. It …
by Virtual_Crow The RRP facility is used to take excess liquidity out of the system. Banks have a ton of extra deposits that they would loan out, and if there’s too little demand for loans they’d loan it at less than 5% (for short term loans). The Fed doesn’t want that because loaned deposits multiply …
The cycle was ending and the Fed was already easing in 2019 before the pandemic. However, the pandemic asset bubble guarantees this recession will be many times worse than it would have been.https://t.co/resrCdAIzT Interest payments have doubled since the pandemic lows. pic.twitter.com/3Y9PywZR8Q — Mac10 (@SuburbanDrone) December 3, 2023 This show personal interest payments adjusted for …
by Dismal-Jellyfish Source: https://libertystreeteconomics.newyorkfed.org/2023/11/the-nonbank-shadow-of-banks/ TLDRS: Fed paper: The evolution of banks and nonbanks is closely linked, particularly since the 1990s. In the 1990s, financial ‘innovation’ and regulatory changes boosted asset securitization. This shifted financial intermediation from a traditional bank-centric model (taking deposits, issuing loans, and holding them to maturity) to a new model where loans were …
by 2ndSifter TLDR; In a turn of events that should come as a surprise to absolutely nobody, Binance was found to be directly manipulating volume/prices through wash sales by subsidiaries and investor funds. The referenced section is on page 65 of the document linked below. SEC Trial Document Specifically, the document states that Sigma Chain …
Total holdings of US Treasuries by China are at the lowest level since 2009 👀 pic.twitter.com/UEv2v5SPj3 — Markets & Mayhem (@Mayhem4Markets) November 12, 2023 Japanese investors are selling US corporate debt at a record pace 👀 pic.twitter.com/YxKZqSCuJe — Markets & Mayhem (@Mayhem4Markets) November 12, 2023 Investor actions with U.S. assets are raising alarms. Recent data …
Great chart, Stephane!!! Liquidity squeeze in most important financial asset – US Treasuries – worsens. A major market accident becomes more and more likely – watch the Repo market!!! https://t.co/sC7am5uzdZ — 🏳️🌈 Patrick Krizan 🇺🇦 (@PatrickKrizan) October 23, 2023 If you're going to cause a crisis, now is the time to do it. https://t.co/hWhNv3iVMI — …
by DesmondMilesDant Asset managers are holding more stocks than they have in more than ten years. (Previously) : Asset managers got hammered this year when bond yields went a lot higer than exp in a short amount of time. A 100bps+ jump vs 200+bps in 1987. We are currently witnessing the greatest Treasury bear market …
Ummm. Houston we have a problem. 4.85% on the 10 year. Damn things are getting out of control Stock futures starting to dive. pic.twitter.com/5nUb1QoGLA — QE Infinity (@StealthQE4) October 4, 2023 The real fun starts when investors refuse to buy U.S. debt that’s going to be inflated away by the Fed. Last year, the main …