Independent thinking for complex markets and current events
What’s unfolding in plain sight isn’t a glitch in the system—it is the system. Across the globe, nations are quietly buying back their own debt through central banks, a desperate move dressed in technical jargon. They call it liquidity support or balance sheet management. In truth, it’s a sleight of hand that robs the middle …
Gold is now up 1000% since the year 2000. The S&P 500 has returned 485%. pic.twitter.com/zGNvZeLHda — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) April 14, 2025 BREAKING: Global net gold purchases by central banks hit 24 tonnes in February, the most since November 2024. This marks the 20th month of net buying over the last …
🚨🇨🇳CHINA TO BANKS: STOP BUYING U.S. DOLLARS Trump’s new 104% tariffs are hitting hard — and now China is scrambling to keep its currency from crashing. The Chinese central bank just ordered major state banks to stop buying U.S. dollars and start buying yuan to slow the drop.… https://t.co/Wqnvo9igBp pic.twitter.com/a3aUtrtdFV — Mario Nawfal (@MarioNawfal) April …
via notayesmanseconomics Today we face a situation where the words in big friendly letters at the front of The Hitchhikers Guide to the Galaxy are appropriate. DON’T PANIC. Although we do immediately have an issue as we looking at the likely actions of a group of people who are prone to panic ( as we …
Before we dive in… I gave you the best calls so far and warned you about the market dump I am asking only to follow me @bored2boar and RT this thread so more people notice my hard work It gives me motivation to give you even more alpha, thanks pic.twitter.com/x7Y0wHPHvo — Oracle Boar (@bored2boar) April …
Right. No more Uncle Sugar Daddy (The Fed) bailing you out. You'll have to do it with YOUR central banks. — Clarence Beeks, Crop Report Specialist (@AlfredENewman5) March 24, 2025 Publicly want to hate us but frankly can't manage their energy, military or financials without the US. — Bubba (@AConfidenceGame) March 24, 2025
from Kerry Lutz’s Financial Survival Network The discussion focused on the challenges facing small businesses in the U.S. and the role of the Small Business Administration (SBA) in supporting them. Kerry Lutz and Lloyd Chapman highlighted the SBA’s historically low budget of approximately $800 million, which they argue is insufficient given that small businesses account for 99.9% of …
The US Dollar’s reign as the world’s reserve currency may soon be facing its biggest challenge in decades. Central banks across the globe are quietly moving away from the greenback and pivoting toward gold—a move that’s as significant as it is alarming. While many are still focused on short-term market fluctuations, the long-term ramifications of …
For the record, Chinese economy has many problems but high rate of default for consumer / personal loans is NOT one of them. Just look at how low the NPL ratio is for Bank of China's personal loans (lower than literally every other category save for "financial services") pic.twitter.com/c4YHS6Ypbk — Jack Farley (@JackFarley96) March 19, …
Warren Buffett didn’t build his empire by chasing hype—he built it by understanding human nature. Selling 50% of Apple and reducing his Bank of America position wasn’t panic—it was foresight. Buffett going to Cash, selling -50% of $AAPL and reducing his $BAC position was all correct and once again showing incredible foresight Just last month …
🚨 BREAKING: BANKS 📉 📉 An inverted yield curve continues to squeeze bank profits. 💰 With Wall St. banks relying on market gains last quarter, Q1’s decline will deliver a massive blow to their margins. They are now joining the 🐻 Market pic.twitter.com/x2Jt5prneQ — The Coastal Journal (@1CoastalJournal) March 10, 2025
The gold-to-oil ratio just hit its highest level—something that would have sounded like pure fantasy just a few years ago. Mining companies are the ones raking it in right now, and they’re in the driver’s seat as gold prices climb. Gold has surged almost $1,000 an ounce over the last year, while production costs barely …
"The S&P 500’s #valuation, measured across multiple metrics like P/E, #CAPE, and market cap to #GDP, is at historical extremes, reaching prior peaks." – @thedailyshot pic.twitter.com/WXGb2KS3mv — Lance Roberts (@LanceRoberts) January 22, 2025 $SPY vs. $VIX Correlation Chart: SPY is approaching just 1% below its all-time high, but VIX isn’t budging. Could this be a …
by James Hickman Bank of America released its quarterly earnings report this morning, bright and early at 6:45am. And according to their newest financial statements, the bank is currently sitting on a whopping $112 BILLION in net unrealized bond losses. To say this is atrocious would be a massive understatement. Yet Bank of America had …
US Bank has recently launched the US Bank Smartly Visa Signature Card, an enticing option for those who maintain a high balance in their accounts. This card promises substantial rewards, offering up to 4% cash back on all purchases for customers who keep a qualifying balance of $100,000 or more. This innovative approach is part …
The share of US dollar reserves held by central banks fell to 59 percent—its lowest level in 25 years—during the fourth quarter of 2020, according to the IMF’s Currency Composition of Official Foreign Exchange Reserves (COFER) survey. Some analysts say this partly reflects the declining role of the US dollar in the global economy, in …
It looks like UK Banks are ready to go first https://t.co/A3kadllQJn — JustDario 🏊♂️ (@DarioCpx) January 8, 2025 European banks are not acting like either inflation is breaking back out or that the economy is going to be fine and hit its widely-expected soft landing. Instead, what they are doing is the other side of …
Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …
In my conversation with billionaire Pierre Lassonde: "Central banks aren't buying crypto—they're buying gold. Why? Because gold is a 5,000-year-old currency. It's time-tested and proven, and unlike crypto or fiat, it's not someone else's liability. It's not an abstract equation… pic.twitter.com/xzMuojRw38 — Gold Telegraph ⚡ (@GoldTelegraph_) January 5, 2025
Credit is way too easy to get. Rolling over car loans should be severely restricted. Banks playing with fire — CAB (@BuxJackets) January 4, 2025
Investors lose faith in China’s recovery; $18 trillion in wealth destroyed. China iPhone shipments fell by 47% y/y. 🚨INVESTORS LOST FAITH IN CHINA'S ECONOMIC RECOVERY🚨 China's 10-year government bond yield fell below 1.6% for the FIRST TIME EVER. CSI 300 index FELL for the 3rd STRAIGHT day in the worst start to a year in …
https://archive.is/20241230130345/https://www.ft.com/content/c755a34d-eb97-40d1-b780-ae2e2f0e7ad9 “High-income households are fine, but the bottom third of US consumers are tapped out,” said Mark Zandi, the head of Moody’s Analytics. “Their savings rate right now is zero.” US economy so STRONG. Just ignore 110 million bottom turd of society. F**k dem riffraff right? h/t mark000
We are starting to see a surge in Foreclosures hit the U.S. housing market due to years of moratoriums and banks not legally being allowed to foreclose. Now all that is over with and the ugly truth of just how many people are behind and haven’t been paying the mortgage is starting to surface. Only …
Schedule for deceitful q4 reporting/ 2024 :$C Jan 15th $GS Jan 15th $JPM Jan 15th$WFC Jan 15th$BAC Jan 16th — Meyers.™ (@Meyers__MD) December 26, 2024 Trump is being handed a ticking time bomb. Janet Yellen has left his administration with $7 trillion of debt to refinance in 2025 alone. This comes as the 10yr bond …
by notayesmanseconomics As we arrive at Christmas Eve and the end of my blogging year we see that the main economic themes of 2024 are still in play. Let me start with one that as we came into the year looked if we use modern language that it was like, over. Since September, the ten-year …
A group of banks and business groups are suing the Federal Reserve over the annual bank stress tests, saying the current process falls short of its goals. The suit comes from the Bank Policy Institute, which represents big banks like JPMorgan, Citigroup and Goldman Sachs, as well as the American Bankers Association, the Ohio Bankers …
