Independent thinking for complex markets and current events
Compounding inflation is a global crisis: Since January 2021, the UK gas experienced the largest surge in prices among major economies, at +28.2%. The US saw cumulative inflation of +23.8%, followed by the Euro Area at +23.1% and Germany at +21.2%. France’s cumulative inflation reached +15.1%, while Japan recorded +12.4% over the same period. On …
Goldman says on Friday and Monday, hedge funds just logged their biggest two-day buying spree in over six months and one of the largest bursts of buying seen in the past two years 👀 — TT3 (@TradingThomas3) November 26, 2025 Yesterday the hedge funds had the largest buys of US stocks going back to atleast …
Trump buying quite a bit of long duration muni bonds. (Alongside 2026 maturities) Take it for what it is worth. https://t.co/uxQqkbOa2v — Mr. VIX (@yieldsearcher) November 22, 2025 U.S. President Donald Trump bought at least $82 million in corporate and municipal bonds from late August to early October including new investments in sectors benefiting from …
“In October alone, there were 36,766 foreclosure filings — the first step in the process, when a lender warns a borrower they’re in default. That’s up three percent from September and 19 percent from a year ago… lenders formally started foreclosure proceedings on 25,129 homes in October — up six percent from last month and …
The insiders are cashing out. The leaders are walking away. They see something coming that the public has not felt yet. Insiders are still dumping their holdings. The biggest transactions in the past few weeks are sell-only. This isn't a good sign. pic.twitter.com/2GHWk1HfVV — Ted (@TedPillows) November 8, 2025 A slump in stock buybacks could …
by Mike Maharrey Central bank gold buying hit the highest level of the year in September, with several new banks adding to their reserves. Globally, central banks officially added a net 39 tonnes of gold to their holdings in September. That was up 79 percent month-on-month and was above the 12-month average of 27 tonnes. …
Kimberly-Clark is buying Tylenol maker Kenvue in a cash and stock deal worth about $48.7 billion, creating a massive consumer health goods company. Shareholders of Kimberly-Clark will own about 54% of the combined company. Kenvue shareholders will own about 46% in what is one of the largest corporate takeovers this year. The deal must still …
“Patients are more likely to fall, get new infections, or experience other forms of harm during their stay in a hospital after it is acquired by a private equity firm.” https://hms.harvard.edu/news/what-happens-when-private-equity-takes-over-hospital “After private-equity firms acquire hospitals, the facilities’ assets and resources diminish significantly, leaving the facilities less equipped to care for patients.” https://www.nbcnews.com/investigations/private-equity-takes-over-hospitals-less-able-care-patients-jama-rcna164497 “Private equity …
https://www.theverge.com/news/805387/warner-bros-sale-netflix-amazon-apple-interested Three of the rumored potential buyers for entertainment titan Warner Bros. Discovery are tech companies. Netflix, Amazon, and Apple are all interested in buying Warner Bros. Discovery as a whole or acquiring pieces of the company, like its content libraries and production assets, according to Bloomberg. Earlier this week, Warner Bros. Discovery announced it …
6 doesn’t sound like a lot. But an additional 6 percent demand for houses drives up costs more than 6%. 6% is a lot. Adding 5% more cars to a city can make traffic 25% worse. Same situation. 6% can take a buyer’s market and make it a sellers one. It’s a big deal. On …
Ferrari having its worst day since 2016 on horrific earnings. If the rich stop spending here, you can kiss whatever is left of this economy goodbye. pic.twitter.com/2mR4OHsEhc — Spencer Hakimian (@SpencerHakimian) October 9, 2025 Ferrari shares on track for worst trading day in company history. Shares of Ferrari posted their worst trading day ever on …
Central Banks are just buying Gold and they keep buying gold.They aren't whaling into Bitcoin [NSA Token].Not anymore than they are storming into Dutch Tulip bulbs. https://t.co/iWoq1FRcIl — TheMarketSniper – MBA, CMT. #HVFmethod (@themarketsniper) October 6, 2025
Institutional investors are cashing in gains: Investors sold -$4.7 billion of US equities last week, driven by single stocks. Outflows from single stocks rose by $500 million, to -$5.7 billion, making the last 2-week outflow the 3rd-largest since 2008. This was led by institutional investors who dumped -$3.6 billion, the most since June, after -$1.4 …
No one wanted this? I'm shocked. pic.twitter.com/bQaiJUqNZi — Josh Boehm (@BaronBoehm) September 22, 2025 Its hard to sell when you can’t force it on people by law.
You left off the part where Binance keeps sending Btc to market makers like Wintermite to sell at market in order to liquidate the over leveraged longs driving the price down as they wait to then use the proceeds to buy it back cheaper. Rinse and repeat because CZ is an… — Alex Boge (@alexboge) …
Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small “e”). We keep more evidence and data showing what those really are, and foreigners …
Cat food is next once they can’t afford this. https://t.co/FIJ7F58ad9 — QE Infinity (@StealthQE4) September 21, 2025
Renting is now significantly more affordable than buying a home — by one of the widest gaps ever recorded 🚨🚨 pic.twitter.com/B1kfQgxHpy — Barchart (@Barchart) September 17, 2025 sorry guys missed the source pic.twitter.com/QCqKJzY8qV — Darth Powell (@VladTheInflator) September 17, 2025 We are so screwed.
Too early to buy the dip?$NVDA -7%$CRWD -9%$PLTR -12%$AMD -15%$DUOL -24% pic.twitter.com/w1zbHq6qJo — Dividend Talks on YouTube (@DividendTalks) September 6, 2025 When AI’s ‘inevitable slowdown’ comes it could tank the S&P 500 by up to 20%, Goldman Sachs says Valuations are high, but they are actually lower than they were in the dotcom boom of …
Worse than GFC Nobody is buying. https://t.co/BOkVkQh8AS — Amy Nixon (@texasrunnerDFW) August 28, 2025 It’s not a strike because that implies a choice. The average family simply can not afford the average house today. The only people buying are current homeowners or the fairly well off. First-time buyers are absolutely screwed and this isn’t healthy …
The penalty is real. The tariffs are live. At 12:01 a.m. EDT, the Trump administration doubled duties on Indian goods, jumping from 25% to 50% and hitting more than half of India’s exports to the United States. The White House cast the move as punishment for India’s continued purchases of Russian oil, framing every barrel …
UBS calls gold a “must-have asset” against policy risk, and they aren’t alone – China’s insurance industry is now required to own as a safety net. The real question: What does this tell us about the fragility of the global financial system? By Peter Reagan Your News to Know rounds up the most important stories …
Water in my area has been totally cut off for nearly 24 hours. Panic buying of bottle water is spreading. No new reservoirs built in the UK for over 30 years. These type of things appear to be getting worse. — Paul Joseph Watson (@PrisonPlanet) August 17, 2025
It is mathematically impossible to pay off the national debt unless the Fed literally prints it away, which will cause Weimar-style hyperinflation. Got silver? byu/Boo_Randy_II inWallstreetsilver It is mathematically impossible to pay off the national debt unless the Fed literally prints it away, which will cause Weimar-style hyperinflation. Got silver? byu/Boo_Randy_II inWallstreetsilver
JUST IN: Trump signs executive order Thursday to allow crypto, private equity, and alt assets in 401(k)s. “President Donald Trump will sign an executive order… directing the Labor Department to clear a path for cryptocurrency, private equity, and other alternative assets to be offered inside 401(k) retirement plans.”. https://www.theblock.co/post/365956/trump-executive-order-crypto-401k-plan.. https://twitter.com/Cointelegraph/status/1953399218749489614 No new liquidity enters. To …
Trump unleashed a major tariff threat on India over Russian oil trade. This marks a sharp escalation in U.S.–India tensions. “India is not only buying massive amounts of Russian Oil, they are then, for much of the Oil purchased, selling it on the Open Market for big profits. They don’t care how many people in …
Billionaires got bored of yachts: now they're buying submarines. [🎞️ luxuriousymm]pic.twitter.com/Y82TAi7Y5V — Massimo (@Rainmaker1973) July 24, 2025 The Migaloo M5 featured in the video is a concept design by Migaloo Submarines, not yet built or owned by any billionaire. It's being marketed as a $2B luxury submersible yacht for ultra-wealthy clients seeking privacy and adventure. …
The latest housing data paints a sharp divide. In 2025, renting is now significantly cheaper than buying in every major metro. Bankrate clocked the gap at 38% nationwide. That spread is the widest recorded in the past two decades. Mortgage payments on a median-priced home run $2,768 a month, including taxes and insurance. The average …
BREAKING – Nine Democrats have been indicted in South Texas for a massive vote harvesting scheme including former Bexar County Democrat Chair Manuel Medina and ex-House candidate Cecilia Castellano. Prosecutors say votes were bought using cash app. https://x.com/KurtSchemers/status/1943676604137582798 KSAT Investigates received the indictment paperwork of nine suspects, including a former candidate for the Texas House …
