A hub for independent voices and hard truths
US stocks are too expensive. International stocks have outperformed by a wide margin this year Treasury Bonds now have a higher yield than U.S. Stocks, a change from what we've seen over the last 20 years pic.twitter.com/GU2fcssmN4 — Barchart (@Barchart) …
Sadly, most people don’t understand money, specifically fiat currency. Things become more expensive because the currency purchasing them becomes less valuable. It will be a colossal mistake if the Fed cuts rates.Bonds will erode to oblivion. pic.twitter.com/Hdwdm4TUTj — The Great …
AAA bonds rated just two months ago are crashing, with lower tranches nearly worthless. Subprime auto debt tied to fraud is imploding while rating agencies keep pretending nothing is wrong. First blood….. https://t.co/LEFhuiY4JY — Bogachan Ozdemir (@Bogachan_1971) September 11, 2025 …
SP 500 returned 3% total from 2020-2025 when measured in gold. When measuring in dollars it returned 80%. Measuring in dollars is like measuring in Monopoly money Irony is gold is not a recession hedge (long bonds are). It is …
Donald Trump didn’t just buy bonds in 2025. He soaked entire sectors: gas districts, school boards, hospital authorities, municipal utilities, in positions that turn federal policy into profit. Every rate shift, every regulatory adjustment now feeds directly into his wealth. …
Gold is making new highs, measured, in this case, against the US dollar, which is making headlines. The chart below, however, is far more interesting. The asset management industry runs on two asset classes only: stocks and bonds. Sure, asset …
There seems to be a lot of competition for liquidity out there from the purveyors of “risk-free” assets… — Nothing To See Here (@TylerHardt) August 26, 2025 With the BOJ stepping back, foreign capital may repatriate, U.S. and European rates …
Link to article:https://t.co/DaTG9QsIvo — Kalani o Māui (@MauiBoyMacro) August 20, 2025 It's official: The US has now seen 446 LARGE bankruptcy filings in 2025, officially +12% ABOVE pandemic levels in 2020. In July alone, the US saw 71 bankruptcies, marking …
Trump has bought at least $103.7 million in bonds while in office, including debt from Meta, Qualcomm, Home Depot, and T-Mobile, according to a White House disclosure dated August 12, 2025: “Trump reported no sales.” https://www.msn.com/en-us/money/other/trump-embarks-on-104-million-bond-buying-spree-while-in-office/ar-AA1KPNzK 👀 pic.twitter.com/lQtyLDsbQ3 — Markets …
If you were sitting in Powell’s chair right now, the choices are all bad. Rate cuts with inflation heating back up would be reckless, but blindly hiking or extending QT into a slowing economy risks detonating credit markets. The Fed …
Indirects faded. 59.5% taken. Six-month average sits at 61.9%. Dealers got hit with 17.5%. Normal is 13.9%. “Indirect bidders… took 59.5% of the issue, below their six-month average of 61.9%… dealers absorbed a heavier-than-average 17.5%.” https://finance.yahoo.com/news/us-treasury-sells-25b-30y-175706796.html 🚨 The U.S. just …
UAE is rolling out a new influencer crackdown. Anyone promoting anything online—paid or not—must now hold an official advertiser permit. Influencers visiting the country need a “visitor advertiser permit” via an approved agency. It’s free for the first three years …
President Trump said he will announce a new Federal Reserve governor and a new Bureau of Labor Statistics chief this week. “The president said he will announce a new Federal Reserve governor and a new jobs data statistician in the …
The Fed’s choice to hold rates high is often misunderstood. It removes dollars from circulation, balancing the impact of tariffs and fewer global trades. Liquidity dries up, which means stocks lose their usual momentum. Investors turn to bonds instead, pushing …
In 2008, Foreigners owned 57% of U.S. Treasuries 🚨Today, they only own 32% 👀 pic.twitter.com/xgviRLrCvm — Barchart (@Barchart) July 21, 2025
The 30-year Treasury yield just pierced the 5% ceiling again. That line has held for two decades. Every time it’s tested, the bond market snaps back. April 6 was the last time it happened. Stocks dipped. Bonds rallied. Today looks …
Stocks hit record highs fueled by relentless buying. The Buffett Indicator is a simple way to measure if the stock market is overvalued. It compares the total value of all U.S. stocks to the size of the U.S. economy. Formula: …
BRK-B beat the SPY by over 60% over 5 years – treasuries are dry powder waiting to be deployed not a long-term strategy. — Inkling (@inside_finance) July 14, 2025 Warren Buffett now owns an astonishing 5.1% of the entire U.S. …
This is the largest debt ceiling increase in U.S. history. So much for “fiscal responsibility.” https://t.co/V6z78X9ubQ — Republicans against Trump (@RpsAgainstTrump) June 28, 2025 Trump’s “big beautiful bill” is very unpopular pic.twitter.com/wsOkzWanjZ — Republicans against Trump (@RpsAgainstTrump) June 28, 2025 …
Wall Street’s getting that look again. Not loud. Not panicked. Just quietly nervous. This week, the market sent out one of those soft warning signs that most people scroll past without noticing. The 3-month skew on S&P 500 options just …
by notayesmanseconomics Today we see that a topic we look at from time to time and try to figure out is back in the high life again as Steve Winwood would say. Via Barchart on Twitter (X). As you can …
Japan’s debt crisis is growing. The Bank of Japan now holds 52% of its government bonds, a massive stake that has reshaped the financial system. This isn’t just policy—it’s a structural shift that has squeezed private investors out of the …
Shorting bonds is the next trade to blow up. https://t.co/DpgDMfmY4N — Fibonacci Investing⚡️ (@FibonacciInves1) June 4, 2025 Record institutional short in ultra long bonds (via futs) pic.twitter.com/Bt3m3qlpjm — zerohedge (@zerohedge) June 2, 2025 The Beige Book just put the stamp …
by David Haggith Big Bountiful Bill is going to bust through the bond market. Jamie Dimon warns in today’s headlines that the American bond market is going to certainly see some breakage. He’s not sure when but he says the …
First, what happened? The BOJ (Bank of Japan) holds a mountain of Japanese government bonds (JGBs). For years, it’s been buying them aggressively as part of its monetary easing program, a fancy way of saying it’s pumped money into the …
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 …
The Federal Reserve’s signal of fewer rate cuts in 2025 has reshaped investor expectations, prompting a reassessment of inflation risks and tightening financial conditions globally. As borrowing costs rise, central banks in other economies are adjusting policies to maintain stability. …
Issuing debt that the Fed then buys with created out of thin air funny money is so Zimbabwe 2.0. The fed is already sitting on over $1.5 trillion in bonds. https://fred.stlouisfed.org/series/TREAS10Y The train is out of control… The first 7 …
🚨BREAKING: FED “NOT QE 💵🖨️ The Fed bought $14.8 billion worth of 10 year bonds today. This is on top of the $20 Billion it bought yesterday. That’s $34.8 Billion in 2 days. “NOT QE” https://t.co/in9KDHZ4ld pic.twitter.com/lTDQ5PZjGY — The Coastal …
