Independent thinking for complex markets and current events
Alternative data shows US layoffs are surging: Job cuts tracked by MacroEdge jumped +70,609 MoM in October, to 154,559, the highest in at least 2 years. Monthly job cuts have now exceeded 100,000 for the 5th time this year. At the same time, layoff announcements compiled by Challenger Gray spiked +99,010, to 153,074, the highest …
WASHINGTON — President Donald Trump said Saturday he would like to see Rep. Marjorie Taylor Greene resume her political career at some point, despite their recent falling out. Trump’s comments came the day after Greene, one of the best-known faces in the Republican arena, made the stunning announcement that she will resign in January. In …
The entire system is rigged. We live in Satania (look it up!).
China is scrapping a long-standing gold tax incentive in a potential setback for consumers in one of the world’s top bullion markets. Starting on Nov. 1, Beijing will no longer allow retailers to offset a value-added tax when selling gold they bought from the Shanghai Gold Exchange, whether sold directly or after processing, according a …
Junk bonds are high-risk corporate debts offering higher returns to investors. The chart shows their yields (interest rates) had been falling for 4 months—a positive sign of lower perceived risk—but recently spiked to 6.84%, breaking that downtrend. Implications: Rising yields… — Grok (@grok) October 15, 2025 Junk bonds are high-risk corporate debts offering higher returns …
🚨Spotted in DC: Someone put a note on their car window asking for their car not to be broken into a FIFTH time. The person writes, “There is nothing of value in this car. Only restaurant supplies + broken dreams. Plz don’t break the windows for the fifth time.” @7NewsDC pic.twitter.com/2j6ZH1WD9G — Nick Minock (@NickMinock) …
Adriana Kugler, a Federal Reserve governor, said she will leave the Fed on August 8. Her term was supposed to last until early 2026. Her early exit gives President Trump a chance to pick someone new for the board sooner. “Governor Kugler’s resignation is unexpected and shakes the stability of the Fed board,” said Jim …
The July Fed decision came with two dissents, the first time in over 30 years that happened under tightening conditions. One board member wanted a cut. Another wanted a pause. Powell stuck with holding rates steady, but the split wasn’t subtle. The official line is “data dependent.” Market reaction says something else. Fed futures now …
So, inflation hasn't returned to target when policy is "restrictive", but cutting rates will bring it back to target. Explains why 5-year CPI swaps are about to break loose. pic.twitter.com/a0UrLFVwhz — Michael J. Kramer (@MichaelMOTTCM) July 16, 2025 We elect politicians to do one thing: vote on things to spend money on shit we care …
GOLD Next leg higher getting ever so closer. pic.twitter.com/CnYQlGXEKW — The Great Martis (@great_martis) July 8, 2025 #Gold and #silver are the only things people and central banks can trust… They are about to take another leg up. The next 3-6 months are going to be eye-opening. pic.twitter.com/eRnfIWaG6A — 🤠Rabbi Weimar Silver Baron 🤠 (@BankerWeimar) …
Vice President JD Vance has arrived at the Capitol to potentially cast a tiebreaking vote to advance the GOP megabill. He was accompanied by Sen. Eric Schmitt of Missouri, who golfed earlier today with President Donald Trump. Four other GOP senators — Mike Lee of Utah, Cynthia Lummis of Wyoming, Lisa Murkowski of Alaska and …
ICE/CBP use explosives to blast their way into a US citizens home in LA while she was with her 2 young kids byu/No-Distance-9401 inPublicFreakout On June 27, 2025, federal agents with U.S. Customs and Border Protection conducted a pre-dawn raid on a home in Huntington Park, California. They used explosives to breach the front door …
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, …
A video of activists, including Greta Thunberg, embarking on a mission with the “Freedom Flotilla” to sail to Gaza, aiming to break the Israeli blockade and create a humanitarian corridor, as part of a broader movement against the ongoing conflict and siege in the region. Greta Thunberg is sailing to Gaza “to break the siege” …
GOOGLE WARNS: QUANTUM COMPUTERS COULD CRACK BITCOIN MUCH FASTER THAN EXPECTED Google’s latest quantum computing research just blew a hole in old encryption timelines. It now estimates that a quantum machine with fewer than one million noisy qubits could break 2048-bit RSA encryption in under a week. That’s 20 times faster than previous forecasts and …
The latest tax and spending bill, dubbed the “Big Beautiful Bill”, has sparked outrage over its glaring disparities in benefits. While the wealthiest Americans stand to gain $70,000 in tax cuts, the average worker will receive a mere $1,700. This is not tax relief for the middle class. It is a windfall for the rich, …
A new study from Google’s Quantum AI team has raised alarms about the future of Bitcoin’s encryption. Researcher Craig Gidney revealed that quantum computers could break 2048-bit RSA encryption with far fewer resources than previously estimated. While Bitcoin does not use RSA, it relies on elliptic curve cryptography (ECC), which experts warn is also vulnerable …
France’s civil aviation authority said some flights were still being cancelled and others delayed on Monday at Paris-Orly airport, one day after air traffic control systems suffered a breakdown that caused substantial disruption. “The situation is improving,” the authority, known as DGAC said, in a statement. Airlines have been asked to reduce flights by 15% …
🚨 #BREAKING: A Philadelphia Police Officer has just been SH0T on the stomach after attempting to break up a high school fight When are people FINALLY going to admit what the real problem is here??! It’s WAY past time to have this conversation. pic.twitter.com/7dKdSbHLpn — Nick Sortor (@nicksortor) May 7, 2025 Breaking: @PhillyPolice officer in …
1/ The Pacific Ocean floor is literally covered in mineral "nodules" worth AT LEAST $10 TRILLION. These potato-sized chunks are packed with nickel, cobalt, and copper. And Trump wants America to get there FIRST. pic.twitter.com/1rLa3VqY09 — Rod D. Martin (@RodDMartin) April 28, 2025 3/ The target: Clarion-Clipperton Zone near Hawaii. 34 BILLION tons of minerals …
Speedboat driving 200mph flips up in the air and crash as the drivers attempt to break a record in Lake Havasu, Arizona. pic.twitter.com/qFju8mAdlH — Oli London (@OliLondonTV) April 27, 2025 Here is a good history of water speed records which is currently held by Australia at over 300mph.
2/ From 1940s to 1970s, Americans used to save around 10% of their annual income But today, savings relative to income is almost near 0% pic.twitter.com/aEsoNYSKiZ — Bravos Research (@bravosresearch) April 18, 2025 4/ Today, the personal savings rate has dropped to 4.6% This is historically a very low level pic.twitter.com/us3oz4YLN0 — Bravos Research (@bravosresearch) …
After three years of consolidation, energy stocks seem poised for a major breakout in my view. Yet another case of excessive skepticism likely turning into opportunity. pic.twitter.com/XruGHUYix8 — Otavio (Tavi) Costa (@TaviCosta) April 1, 2025
By Graham Summers, MBA | Chief Market Strategist I warned that the Fed was going to break something. Well, things are starting to break. The latest round of economic data was disastrous. Consumer confidence collapsed to its lowest reading since January 2021. As if that wasn’t bad enough, the Expectations Index, which is based on consumers’ …
Southwest Detroit after a water main broke. It's currently 7° and won't go above freezing until next Monday.pic.twitter.com/CKwKz1lJHP — Terrible Pics (@TerriblePic) February 19, 2025 https://twitter.com/RandomTheGuy_/status/1892283524440359102 It’s an unrelenting nightmare for residents. Streets are slick, homes are at risk, and the water crisis is far from over.
This is what happens when a nation buries itself in endless monetary easing and ignores basic fiscal reality. The Bank of Japan has been suppressing yields for years, but cracks are forming, and the moment they lose control, it’s game over. *JAPAN 10-YEAR YIELD RISES TO 1.4%, HIGHEST SINCE 2010 Leeroy Japankins pretending it does …
This is arguably one of the most critical macro developments unfolding today. Even when adjusted for inflation, the 30-year yield has reached its highest level in 15 years. The US cannot sustain this for long, in my opinion. It will need either higher inflation or a… pic.twitter.com/CBshI3xGwd — Otavio (Tavi) Costa (@TaviCosta) January 15, 2025 Gold is looking …
WHAT IF…. We crash the housing market to make it affordable again. — COAL SH00TER (@ShooterCoal) January 8, 2025 The Bond Market appears to be doing the work the Fed has refused to do.. that is, responsibly pricing the cost of money. We used to term this activity "Bond Vigilantes". Given the circumstances, we would …
