A hub for independent voices and hard truths
AXP is being framed as a steady compounder at a reasonable multiple, but that stability depends on more moving parts than the headline growth suggests. Earnings growth at ~14% over 1Y and 5Y, with a P/E of 19.77 and forward …
by Doditty6567 People keep pointing to the front month of Brent being around 102 dollars and acting like the market has already priced this in and has it under control. I do not believe it does. To be precise, I …
Bessent tries to calm the oil markets and literally a minute later his senile boss has to start picking a fight with the Fed again. pic.twitter.com/NE1YiMdqNU — Michael Bento (@MichaelPBento) March 12, 2026 JUST IN: Trump demands "immediate" rate cuts …
Business expectations back to pre-pandemic levels. Real-time inflation? Already there: 0.90% CPI (below 1% since Feb). Expectations catching up to real-time reality. pic.twitter.com/mkNQS0DZJS — Truflation (@truflation) February 17, 2026
Fun fact: traders shorts on $VIX are heading towards ATH Shorting VIX (aka “Vol harvesting”) is one of the most popular strategies on Wall Street that can work for a very long time till a sudden jump wipes out many …
This is one of those quiet setups that looks boring right before it bites. Vol is getting crushed even though stocks are barely moving, which tells you complacency is doing the heavy lifting. When UVXY and UVIX bleed this hard …
Nasdaq is forming a head & shoulders. Nvidia is forming a bear flag. Amazon is forming a head & shoulders. Microsoft is forming a bear flag. But none of these have broken down yet. Nasdaq is forming a head & …
$JPM says consumers look fragile it’s down 4% But $spy $qqq is flat Genius market 不见棺材不落泪 pic.twitter.com/YZRdHt01SY — SwingTrader (@SwingTraderQ) December 9, 2025 Worsening Banks will be forced to start raising mortgage rates soon as funding costs and margins worsen. …
$VIX looks calm, but the rate of change is not. Higher lows, higher closes, and a seven-month high while the market sits a few percent off all-time highs. The tape is tightening, not relaxing. pic.twitter.com/InUuwhFXkH — Kurt S. Altrichter, CRPS® …
BESSENT THIS MORNING: – US-CHINA RELATIONSHIP IS GOOD – 100% TARIFFS DOESN’T HAVE TO HAPPEN – WE’LL SEE IF CHINA WANTS TO BE A RELIABLE SUPPLIER FOR RARE EARTHS so now we have JD Vance, Bessent, and Trump all de-escalating …
EUROPEAN CENTRAL BANK TO EUROPEANS: BETTER STUFF SOME CASH UNDER THE MATTRESS The European Central Bank now says you should keep at least 72 hours’ worth of cash on hand. Just in case the next crisis fries the grid, crashes …
Gold is holding steady – for now, but not for long. With the Fed cornered and global demand rising, $4,000 gold might be right around the corner. And if today’s bull market is like the 1980s run, how much higher …
This time, it’s not the Fed cutting rates buying us time. It’s Trump rolling back tariffs. And now everyone thinks we’re back to normal. But even before the tariff war began, the economy was already soft. In December 2024, we …
OOPS! Investors haven’t been this bearish in 30yrs, BofA poll shows. 82% of fund managers expect the global economy to weaken, and a record number intend to reduce exposure to US equities. BUT “peak fear” is not yet reflected in …
Is hidden funding crisis unraveling? If Trump’s announcement today of a 90-day tariff pause was truly bullish and risk-on, why did we see 10Y yields spike to 4.50%+, SOFR swap spreads collapse to -40.62, gold rip $107 intraday, junk bond …
To sum up the Pete Hegseth hearings: Drunk accuses him of alcoholism Cheater accuses him of cheatingStolen valor accuses him of lying The Democrats are a joke. pic.twitter.com/mU3q6U5uOi — CaliRN619 🚑🩺🚑 (@CaliRN619) January 14, 2025 https://twitter.com/chadcbianco/status/1879263262560403928 Perhaps the greatest tragedy …
