Independent thinking for complex markets and current events
Really hard to imagine why precious metals have been bid. pic.twitter.com/9g2lWKXnli — Markets & Mayhem (@Mayhem4Markets) January 14, 2026 Monetary policy should be on hold until the 12% additional inflation we've had since January 2020 above the 2% trendline is erased. There's no point in having an inflation target if you're not going to adhere …
The board of Warner Bros. Discovery officially rejected David Ellison‘s $30 per share hostile bid for the company, telling shareholders that it remains “inferior” to the Netflix deal, and carries “numerous significant risks and costs on WBD.” With the rejection official, Paramount will need to persuade WBD shareholders to tender their shares at that price, …
This week (Wednesday morning) is CPI. Commodity prices back to 20 year highs. This is what I call Ponzi inflation. Bid up asset markets until they explode due to feedback through the economy. pic.twitter.com/VyscoXucnF — Mac10 (@SuburbanDrone) January 14, 2025 M2 money supply is a key indicator of liquidity It represents the total amount of …
Option skew has only hit 180 once in history. That was today. The next highest level was 174 in early December. Eight out of the top ten skew readings in history are now in December. Every reading above 170 is in 2024 (blue rectangle). Wow. pic.twitter.com/MtnwoJxtI4 — Mac10 (@SuburbanDrone) December 27, 2024 Last week's rate …
Progressive Rep. Alexandria Ocasio-Cortez, D-N.Y., was defeated in her bid to be the top Democrat on the House Oversight Committee, losing to Rep. Gerry Connolly of Virginia. Connolly, 74, bested the 35-year-old Ocasio-Cortez with 131 to 84 votes in what is seen as a blow for progressives who backed Ocasio-Cortez, a member of the progressive …
‘This is not a position I seek lightly.’ Democratic Rep. Alexandria Ocasio-Cortez of New York formally announced her bid to lead her party on the House Oversight and Accountability Committee in the 119th Congress on Friday. Ocasio-Cortez is now set to run against Democratic Rep. Gerry Connolly of Virginia to replace the committee’s current ranking …