Independent thinking for complex markets and current events
Billionaire investor Leon Cooperman on Trump’s policy and the markets: “You can’t fix 30 years of economic mismanagement overnight. He’s taking the right steps, but he’s moving too fast.” He also added: The bottom for the stock market isn’t in yet—sell into strength. The long… pic.twitter.com/CONDSUCR3U — Wall St Engine (@wallstengine) April 7, 2025 BILLIONAIRE …
It looks like a bull flag has formed in CDX HY spread. If that's the case, the real fun is about to start. pic.twitter.com/RuFD8oObMP — Michael J. Kramer (@MichaelMOTTCM) March 26, 2025 So far, the “buy the dip” behavior from retail is very similar to Q1 2022. The $SPX didn’t bottom until Q4 2022. $SPY …
It can't be this easy spotting the bottom in uranium. Can it? What's your favorite uranium junior here? pic.twitter.com/VOBxYWUH2Y — Brandon Beylo (@marketplunger1) March 17, 2025
We’re in a new speculative mania and it’s starting to feel eerily familiar. This new mania could end like the last one—just pay attention to the signs. Imagine when they realize what a real bottom looks like. pic.twitter.com/QOYOMqHChU — Guilherme Tavares (@i3_invest) March 12, 2025 I’m hearing markets are cheap again. Just a reminder. https://t.co/xfStBRsHDT …
Remember when all those folks told you the Long-Term Holders never sell their $BTC? Yeh, they lied to you. Largest revived supply volumes since the 2018 bottom, and the BCH hard-fork (aka the biggest volume of old coins taking profit in a bull market ever). pic.twitter.com/1kwXbOkaI0 — _Checkmate 🟠🔑⚡☢️🛢️ (@_Checkmatey_) December 19, 2024 This is …
Gold Update Bounced off the lower line to perfection. https://t.co/JvxvY2j78g pic.twitter.com/6mdGUgxg4j — The Great Martis (@great_martis) November 18, 2024 $VIX is climbing the trendline on schedule. https://t.co/myeNVTjU6f pic.twitter.com/PEZoGRoTUR — Financelot (@FinanceLancelot) November 18, 2024
China Shorts are "ALL-IN". Even more than at *the* Bottom. pic.twitter.com/nlqvFC6ikX — Macro Charts (@MacroCharts) September 25, 2024 #JustDarioDaily ⚠️ A BIG BANK IS ON LIFE SUPPORT, CHINA KNOWS IT AND IS PREPARING TO WITHSTAND THE SHOCK – IS THIS BULLISH? ⚠️ Today’s article come with a @PiQSuite perl at the end 😁#China #Banks #PBOC …
So long vol? Would align with cyclical leading indicators of volatility pic.twitter.com/pmTHYnOOk6 — Variant Perception (@VrntPerception) September 23, 2024
Authored by Charles Hugh-Smith via oftwominds, So here we are, with a handful of winners declaring the system is working great and high-fiving each other, too busy congratulating themselves to see the tsunami of karma racing toward shore. It’s a toss-up which is wider: the widening gap between the top 10% and the bottom 60%, …
Home builders across Florida’s housing market are in panic mode in 2024, doing big price cuts to clear inventory.
Here’s the listinghttps://t.co/ZRJTAf82jb — MorningAgent (@MorningAgent) July 27, 2024
Will Joe Biden dial down his vioIent rhetoric after this event? Will the producers at CNN and MSNBC and The View order their talking heads to dial it down on the TDS? Will the publisher and editors at the NY Times and Washington Post tell their writers to tone it down? — Wall Street Mav …
by Michael How much longer will the Biden administration and the mainstream media continue to deny that we are in the midst of a very painful economic downturn? Debt levels have never been higher, delinquency rates are spiking, the commercial real estate market is crashing, the banking industry is mired in turmoil and large companies …
Poverty in the United States (2/2) Since 1975, the percentage of the population living well below the poverty line has increased by 49%. Relative poverty is a measurement of income inequality within a social context. It does not measure hardship or material deprivation but… pic.twitter.com/rMCp5W9SOq — Reef Insights (@ReefInsights) March 20, 2024
by Chris Black It looks like meat’s back on the menu, boys. I mean, there’s no need to “eat ze bugz”after all. The Guardian: The richest 1% of humanity is responsible for more carbon emissions than the poorest 66%, with dire consequences for vulnerable communities and global efforts to tackle the climate emergency, a report …
Financial winter is coming. h/t Mayhem4Markets
by confoundedinterest17 “Two-job Joe” should be Biden’s new nickname for his economy wrecking ball known as Bidenomics. The economic disaster known as Bidenomics (code for wealth transfers to the donor class) can be seen in the following chart. Non-elite households are struggling to cope with higher gasoline, food and house prices (rent) under Bidenomics. As …
By Graham Summers, MBA Bonds finally bounced yesterday. However, the bounce was relatively weak and didn’t signal the “all clear.” Simply put, things stabilized. But they didn’t actually improve much. And market leading indicators suggest this correction isn’t over yet. High yield credit typically leads stocks both the upside and the downside. It bottomed weeks …
Western ammunition supplies ‘are at the bottom of the barrel’ with the war in Ukraine showing no sign of ending, NATO warns so is the SPR and the Economy NATO’s top official said ammo reserves were at the ‘bottom of the barrel’ The UK’s minister for armed forces said the West needs to build …
by bitkogan Throughout 2023, TLT has been on everyone’s radar, with hopes of a resurgence. The fund has consistently drawn interest, attracting a whopping $16.68 billion since the year’s start, nearly doubling its assets. Yet, it’s mostly been a downhill journey. While it’s a stretch to claim today as the definitive low, it feels like …
by confoundedinterest17 Wasting away again with Bidenomics, code for massive Federal subsidies to green energy donors. And incentives to buy impractical EVs. Imagine in an emergency and your car only goes 200 miles (and then you have to wait for an available charger to come open). Well, the top 1% are doing fine. But the bottom …
Authored by Charles Hugh Smith via OfTwoMinds blog, Something has been going very wrong in the US economy for a very long time, and whatever is going wrong accelerated from 2009 to the present. Longtime readers know I’ve covered America’s soaring wealth and income inequality for many years, and so I read economist Noah Smith’s …
Whenever you think these networks have more sway or influence than you think. Good to check on how many still watch. via trendingpoliticsnews: In a turn of events for the once-dominant news network, CNN has recorded its lowest ratings ever, marking a significant decline in its viewership. The decline is particularly pronounced in the advertiser-coveted …
by confoundedinterest17 Yes, there is a Dark Side to Federal stimulus! And it isn’t Dark Side of the Moon, but the dark side of who benefits from Federal stimulus. Its all about money. Example? Take Checkable Deposits of the to 1% (blue line) of wealth compared to the bottom 50% of wealth (red line) after The Fed …
B of A: “.. US debt to GDP is at an all-time high, and the US now ranks in the bottom 5 (vs. Top 5 in 2000), in line with Emerging Europe. Worldwide Governance Indicators data show the US shifting closer to emerging economies on other measures like political stability ..” pic.twitter.com/AyEAwXRdqb — Carl Quintanilla …
by confoundedinterest17 I wanted to play Aaron Copland’s Fanfare For The Common Man, but thought that The Federal Reserve theme song (laughing song from “Death in Venice”) was more appropriate given their insane money printing since 2008 then 2020 with Covid. Yes, The Fed is laughing at us. Bidenomics, massive spending on green energy mandates while curbing fossil …
by DAVID HAGGITH Each nation’s GDP is helping take the other nation’s GDP down, and the crash in commercial real-estate is being joined by residential real-estate. Even as the US economy came in looking surprisingly resilient with GDP growth at 2.4% last quarter, the other major economies of the world are at or in contraction. …
via JAMES RICKARDS: The currency wars are alive and well. Here’s the latest battle… Over the past nine months, the Japanese yen rallied 13% against the dollar. But now the yen has started to fall in value. This decline is not surprising. Japan’s economy has been flirting with recession. A new recession, likely in my …
