Independent thinking for complex markets and current events
This is how bad the Bitcoin bulls have gotten. They will post anything and say "this is bullish for Bitcoin", even if it has absolutely nothing to do with it — Eric Gonzales (@TakatotoSanoshi) May 2, 2026 He doesn't say Bitcoin…. So now I'm blocking you. — Even Michelsen (@EvenM50385) May 2, 2026
BREAKING: A deal between the United States and Iran is reportedly nearing completion, with negotiations entering their final stage and backchannel diplomacy continuing through Pakistan, according to Reuters. However, current reporting indicates talks remain unresolved, with key differences still in place and no agreement finalized yet. BREAKING: A deal between the United States and Iran …
The PPI miss feels bullish on the surface because the headline number (+0.5% MoM, +4.0% YoY) came in below the high expectations that baked in a bigger energy spike from the Iran war. Markets popped short-term, treating it as “not as bad as feared. “Here is exactly why it is bearish on the level that …
SAN FRANCISCO, March 26 (Reuters) – Two U.S. senators on Thursday planned to introduce a bill that would ban the government from buying or operating humanoid robots made by Chinese firms. Tom Cotton of Arkansas, the third most-powerful Republican in the Senate, and Chuck Schumer of New York, the top Democrat in the chamber, plan …
Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s. This marks a -1.6 percentage point decline since April, one of the fastest drops since the survey started. Cash… pic.twitter.com/4hoUh1JNNa — The Kobeissi Letter (@KobeissiLetter) January 22, 2026 …
Regional banks now hold almost one-third of all U.S. commercial mortgages and a majority of non-owner-occupied CRE, and “latent distress” is about 4X larger than what current delinquency rates imply.🧵 CRE: ~ $4.8 T Consumer debt: $5.58T (auto: $1.66T, Student loan: $1.65 T) 1. Chief Risk Officer of a regional bank admitted on the call …
https://twitter.com/JordanKirs97407/status/1979269492099420564
The past few lockdowns, mostly bullish if less than 2 weeks. pic.twitter.com/O2Yzk9qBOc — TT3 (@TradingThomas3) September 29, 2025 🚨 BREAKING: In a devastating development, White House press secretary Karoline Leavitt confirms that if the Democrats shut down the government tomorrow, "food assistance programs for women and children and impoverished communities" will be DEFUNDED. Ouch. Democrats …
Consumer spending is declining now and whatever there is, is being financed on credit cards. — Maverick (@SocomRaiders) September 29, 2025 Discretionary spending freeze 1st, which includes potential expansions. 2nd non-discretionary spending freeze. 3rd layoffs. 🚨Foreign investors are ALL-IN on US stocks: Overseas investors’ allocation to US equities hit a RECORD 61%. This share is …
Rates are screaming, but the market still hums along. The bulls are running on fumes, but they are still running. Just reviewing some charts this morning, and this one jumped out at me. The ~20% correction in April was a successful test of the running 36-month moving average which is the 7th test since the …
CTAs have been dumping $GOLD. Positioning has completely collapsed. CTAs have unwound nearly the entire long position built over the last 6 months. Systematic pressure is now a headwind, not a tailwind. If you’re bullish gold, this is the flush you wait for. If you’re bearish,… pic.twitter.com/Cp1IE1wgfO — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 23, …
Tom Lee, Fundstrat head of research and CIO, joins CNBC’s ‘Squawk on the Street’ to discuss outlooks on Nvidia, whether there may be catalysts to the upside, and much more.
Triangle or trap forming as price coils tightly. GOLD Update Large ascending triangle or rectangle forming? We've recaptured the lower trendline of the ascending triangle. Next few days shall be telling. pic.twitter.com/BMG33qUrzE — The Great Martis (@great_martis) June 30, 2025 Some 3-4 year trends- 1. Dollar should continue to sell off. I think 70 is …
House Majority Whip Tom Emmer isn’t concerned about the GOP megabill’s fate in the Senate, despite a raft of current policy disputes in need of speedy resolution. He’s also not worried about Elon Musk. “I’m not watching what Elon is posting. I’ve heard about it, but sorry, he’s not on my phone,” said the Minnesota …
Wait, buying bitcoin is no longer bullish for the common equity?$GME pic.twitter.com/FM6AqChEx8 — Markets & Mayhem (@Mayhem4Markets) May 28, 2025 lol. Buying Bitcoin is not a long term strategy. All it does is shrink your cash position to make deals. This company has no business. plan. That’s the problem. https://t.co/fWeUX7oDWp — QE Infinity (@StealthQE4) May …
Before you get too bullish, be aware that $SPX is facing liquidity headwinds pic.twitter.com/YOnBnVeBRU — Cam Hui, CFA (@HumbleStudent) May 4, 2025 Keeping a close eye on volatility on Monday. Both $VIX futures and 3 month VIX futures broke the 50 day moving average on Friday. If volatility finishes the day flat that's a huge …
Goldman now expects core PCE to rise to 3.5% this year versus 3.0% under previous assumptions for less aggressive tariffs. They expect the Fed to cut three times in the second half of the year to address the hit to growth and employment https://t.co/TOFjJLvkY4 pic.twitter.com/x3yd5gITcy — Nick Timiraos (@NickTimiraos) March 30, 2025 Look at all …
Mining stocks still 48% below 2011 highs, but strong gains on the horizon It's remarkable to see gold miners achieve their highest weekly close in over a decade, followed by another strong start this week. I've mentioned this before, but I strongly believe we are entering a "Golden Age of Mining." With metal prices now …
An all-time high 61% of companies have expressed optimism during their Q4 earnings calls 🚨 Bullish? https://t.co/cB2YwEsmo4 pic.twitter.com/pF3pRft9tl — Barchart (@Barchart) January 29, 2025 What's the first thought that enters your mind when seeing this chart? pic.twitter.com/HXNCr2EdOW — Financelot (@FinanceLancelot) January 29, 2025 So much complacency despite so much chaos rn https://t.co/YCBbl3qRZ0 — QE Infinity …
Speculators are now the most bullish on the U.S. Dollar in nearly 6 years byu/IAmNotAnEconomist inFluentInFinance
https://twitter.com/FinanceLancelot/status/1879287185138163932
Falling job postings, rising yields, and reverse repo decline signals a looming crisis. This is a chart of the 10yr yield since the Covid 2020 lows. From near 0% to over 5% and now looks primed to get back over 5%. Should mean something to somebody… pic.twitter.com/T2Dyckb74p — Heisenberg (@Mr_Derivatives) January 5, 2025 Hedge Funds …
#GOLD has confirmed a bullish breakout from an inverse head & shoulders pattern, followed by a successful retest of the neckline near $2,550. Current consolidation signals a build of potential energy for the next move. pic.twitter.com/F511TAvvYP — Gold Predictors (@GoldPredictors) December 30, 2024 #Gold monthly chart highlights the significance of 2024 highs at $2,790. The …
US Debt Growing by $1000 billion every 100 days pic.twitter.com/O1UwAch94y — Willem Middelkoop (@wmiddelkoop) December 26, 2024 On the next advancing cycle in gold towards $2,900, I expect senior gold miners GDX test $48 mark. Gold $3,400, GDX to $65. This is my personal view… pic.twitter.com/kr0MTHUkGo — Rashad Hajiyev (@hajiyev_rashad) December 26, 2024 Behold the …
by Tripleawge The dollar looks extremely bullish. The trend line it has broken out of and looks ready to retest is from the peak in 1985. The sheer scale of the double bottom pattern is nothing like I have seen on any asset before. The moving avg trend line is the 30-week and it looks very …
This is the most bullish! https://t.co/UjbXSsNRBk — Rock Bottom Entries (@RockBtmEntries) December 4, 2024 $3730 per ounce of silver? Scenario: stocks crash, gold rises, silver skyrockets = the Dow/Silver ratio collapses. How far this time? If the Dow falls by 50%, then silver price would be: at 60:1 = $373at 19:1 = $1180at 6:1 = …
https://twitter.com/NorthmanTrader/status/1864324436553290006 Costco's price-to-earnings ratio currently stands at 60. Let that marinate. — The Great Martis (@great_martis) December 4, 2024 The headlines say the market is surging due to CRM (Salesforce) earnings. Which is now a Dow stock:https://t.co/aS0saFoPxb The Cloud Computing sector is going late stage parabolic. The most since Biden was elected. But, way ahead …
Gold prices giving up Friday’s gains and coming back to a support area. If gold prices hold this area, the market is still tilted towards the bullish technical side. See how the day plays out… pic.twitter.com/MHjTkiyOaB — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) November 25, 2024
The business community is giddy with excitement about the @realDonaldTrump administration. I am hearing this from everyone, including from people who didn’t vote for Trump. Business confidence is a self-fulfilling prophecy. Business leaders are becoming more confident about the… — Bill Ackman (@BillAckman) November 13, 2024
