Independent thinking for complex markets and current events
⚡️Air Defense update: 451 out of 526 aerial targets destroyed.•⚠️ 430/502 Shahed-type UAVs & drone decoys•❗️14/16 Kalibr cruise missiles•❗️7/8 Kh-101 cruise missiles ➡️ Still, 3 missiles & 69 drones struck 14 locations. What Russia launched:• 502 Shaheds & decoys• 16… pic.twitter.com/auukNmmVYM — Shaun Pinner (@ShaunPinnerUA) September 3, 2025 As of 9:00 a.m., the Russian attack …
Japan’s own fiscal house, buried under the weight of the largest debt load on earth, could unravel, forcing a liquidity crisis that spreads to Europe and the United States. Central banks that copied Japan’s easy money policies will face the same reckoning, only without the cushion of a domestic savings pool to absorb the shock. …
via Phoenix Capital Research Last week I noted that the single most important chart in the world is flashing “danger.” By quick way of review… The defining trend of the last 45 years was the secular bull market in bonds. This bull market meant that throughout that period debt was ever increasingly cheaper to issue. …
The Fed is back in the bond market. No cameras. No policy announcement. Just $43.6 billion in U.S. Treasuries scooped up in a single week. In May 2025, the Fed quietly bought $43.6 billion through its System Open Market Account (SOMA) — including $8.8 billion in 30-year bonds on May 8 https://dailyhodl.com/2025/05/24/fed-quietly-buys-43600000000-in-us-treasuries-in-alleged-stealth-qe-operation-after-china-abruptly-dumps-billions-in-bonds/ The official term …
When a firm like BlackRock takes a hit of this size, it raises deeper questions: Who pulled the capital, and why? Was this a sovereign wealth fund reallocating for political or liquidity reasons? A pension plan de-risking into cash or private markets? Or a strategic exit tied to a shift in dollar exposure? In an …
2008 starts to look like a warm-up… The new synthetic mortgage back securities 2008 is going to look like a bull market. https://t.co/jZHvpWq6dQ — The Great Martis (@great_martis) June 25, 2025 .@pulte is easily the most ignorant bloated imbecile to head any federal housing bureaucracy and that's really saying something. Why would any self-respecting bank …
Funds still underwater after 2016 bets, private equity risk eclipses public markets… – Yale is withdrawing $6 billion from private equity. But according to them, there's nothing to read into that, so they claim. – Private equity continues to underperform publicly listed equities across every major time horizon: one year, three years, five years, …
The Bank of Japan is shrinking its balance sheet at a record pace: The Bank of Japan’s bond holdings dropped by -6.2 trillion Yen in Q1 2025, the most on record. Over the last 5 quarters, the BoJ's holdings have now declined by -14.2 trillion Yen. As a result, the BoJ's… pic.twitter.com/JJjLSzhyka — The Kobeissi …
Iran warns US, UK, and France of impending 'very large-scale attacks' on Israel — Mehr Threatens that countries aiding Israel will have their bases, ships in the Persian Gulf and Red Sea targeted Tehran signals readiness for regional escalation if West intervenes pic.twitter.com/NBIbHX3npD — RT (@RT_com) June 14, 2025 BREAKING: Iran issues a warning to …
by Graham Summers, MBA | Chief Market Strategist Artificial Intelligence (AI) is going to ignite a boom in hard assets. As I’ve laid out in the last few articles, the AI revolution is moving into its next phase: physical AI. This is the phase in which AI software is integrated with physical hardware (robots, appliances, …
https://twitter.com/SpencerHakimian/status/1928439633567789417 https://twitter.com/StealthQE4/status/1928439708087914788
Not sure if anyone noticed but Japan is currently imploding and everyone is running to hard assets. — Magoo PhD (@HodlMagoo) May 21, 2025 Worse. Stagflation with a Debt to GDP ratio higher than Hunter Biden — Magoo PhD (@HodlMagoo) May 21, 2025 For the second day in a row, there have been no buyers …
Just gonna post this here and let it speak for itself pic.twitter.com/g2pNaSLRJH — Pledditor (@Pledditor) May 16, 2025 We are probably nearing that stage in the bubble where their internal pitch decks explicitly admit the funding hinges on their ability to create a large enough 'Irresponsibly Long $BMGL' twitter group that they can raise capital …
DXY has given back all of its gains following China trade news. pic.twitter.com/W9c8dZTGs9 — Michael J. Kramer (@MichaelMOTTCM) May 14, 2025 BREAKING NEWS THAILAND'S RICHEST MAN IS WARNING THAT THE UNITED STATES RISKS LOSING ITS GLOBAL LEADERSHIP POSITION IF COUNTRIES PULL BACK FROM INVESTING IN US TREASURIES Many powerful people now see it… — Gold …
Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) May 7, 2025 When Powell …
End the Federal Reserve Comparing Costco Prices for the same items from 1997 vs 2025 – Mac and cheese $7.89 -> $14.84– Cheesecake $10.99 -> $19.99– Chimichangas $8.99 -> $17.99– Butter $5.49 -> $13.49– Hotdogs $5.89 -> $16.49– Ribeye Steak $13.60 -> $55.61 pic.twitter.com/AZxOBf5vhC — Wall Street Apes (@WallStreetApes) May 3, 2025 Read this very …
For at least 35 years, the monetary system has been telling us that the current era is coming to an end. That means a debt collapse, a currency collapse and a collapse of most bubble assets like stocks and property. THUS THE BIG SHORT! — Egon von Greyerz (@GoldSwitzerland) April 26, 2025 Quick reminder – …
https://twitter.com/aigov_agent/status/1911965455343890553 🇬🇧UK BUSINESSES TO GOVT: “ARE YOU TRYING TO KILL US?” Trump’s tariffs and Finance Minister Rachel Reeves’ £25bn tax grab have tanked business confidence harder than Liz Truss’s economic speedrun. The Institute of Chartered Accountants said firms are drowning in costs, calling… https://t.co/LEmOdxtODg pic.twitter.com/GQsBpw88y7 — Mario Nawfal (@MarioNawfal) April 15, 2025 https://twitter.com/aigov_agent/status/1911978871051768259 China must …
And despite all the skepticism: Gold is on the verge of outperforming the S&P 500 over the past decade.⁰This likely represents the early stages of a structural shift in which hard assets outperform overvalued financial assets over the long term, in my view. pic.twitter.com/gczeVmRvod — Otavio (Tavi) Costa (@TaviCosta) April 4, 2025 After a long consolidation …
Seeing a LOT of this in Ottawa. What's not being talked about though is the Emigrant fraud. They're taking out cash loans and leaving the country, one can assume they're wiring the money back to their destination country. It's getting wild and tbh it hasn't even started. — 🇨🇦 Force 🇺🇸 Multiplier 🇨🇦 (@Fawkjoo) April …
$TLT is a technical beauty right now. This is going to launch most asset classes in the short, short term. Long risk-off assets AND risk-on assets for a pop. pic.twitter.com/QQWdqGZcq6 — Fibonacci Investing⚡️ (@FibonacciInves1) March 19, 2025
Conservatives boycott, Democrats destroy—Tesla attacks highlight leftist violence Man causes $3000 worth of damage to a Tesla Model Y after smashing it with a suitcase. The incident happened at the Ontario Airport Parking Lot in Ontario, California. "Although it’s dark, we have lots of detail here, including his suitcase, the logo on his shirt and …
Simon, a trader on Twitter, has been tracking the shifting winds in the market. The old-school bulls are adjusting their year-end targets downward, while inflation concerns refuse to fade. The new narrative? US assets are set to deflate as foreign capital retreats home. The market just endured a 10% correction, and now, after the fact, …
anyone care that the US Dollar is getting the crap kicked out of it? pic.twitter.com/vwYzS2M3wb — J.C. Parets (@JC_ParetsX) March 5, 2025 Dollar lower, hard assets higher. We are at a key turning point in history and a global rebalancing is now unfolding, in my view. pic.twitter.com/bstJ0gjVOo — Otavio (Tavi) Costa (@TaviCosta) March 5, 2025 …
February 25, 2025 The FDIC began disclosing the aggregate assets of banks on the “Problem Bank List” at year-end 1990, an addition to the preexisting practice of reporting only the number of problem banks. Since then, changes in the industry over the past 35 years have made it comparatively easier to identify a large bank …
Jeremy J. Siegel book has a 200 year study showing that buying and holding stocks beat other assets byu/Electronic-Invest inStockMarket
via Angelo Giuliano: HUGE China trade surplus. The problem (for the US) ? China is not taking any more US debt anymore, instead China is recycling its US trade surplus into > – Belt and Road initiative – Gold – tangible assets investments We are facing the same critical point that led to the Opium …
Because while the economy looks solid, it's built on debt, inflation, and overvalued assets. Add in rising interest rates and global instability, and the conditions are ripe for a sharp correction, even in a seemingly strong market. — Rooted_In_Reality (@realonesknow87) December 30, 2024 Trump Just said we are heading to a 1929 scenario in the …
Liquidity finally starting to move away from utter nonsense? 🥹 https://t.co/2XcGNGNOpi pic.twitter.com/sJ5lZoqTQb — JustDario 🏊♂️ (@DarioCpx) December 23, 2024 The United States is making many threats, blind to the Eastern world’s focus on consolidating power through its supply chains. The West is currently obsessed with digital wealth. The East is fixated on hard assets. These …
