Independent thinking for complex markets and current events
BUY THE DIP AFTER MOODY’S DOWNGRADE: MORGAN STANLEY’S WILSON Morgan Stanley’s Michael Wilson sees the recent U.S. stock selloff after Moody’s credit downgrade as a buying opportunity, driven more by interest rate fears than fundamentals. He notes that Moody’s is the last major agency to downgrade U.S. debt—following moves that began back in 2011. Rising …
Nobody on this list has a chance. It's like they forgot the 2024 election already. If they continue on this path, we'll 100% be welcoming President @JDVance in 2028. — DivXMaN (@crypto_div) May 14, 2025
If we don't get a deal with China soon, we are heading for an apocalyptic market and economy it's as simple as that. The probability of a deal may be ~20% with say 10% upside to stocks = +2% probable gain. The probability of no deal is 80% with -50% downside to stocks = -40%… …
Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. pic.twitter.com/AZa9egjraK — Peter Berezin (@PeterBerezinBCA) April 9, 2025 Let me get this straight, every other country said they were willing to negotiate with Trump and reduce their tariffs to ZERO, so Trump put those negotiations on hold. Then …
Saw the Navarro interview on CNBC this morning. The Trump administration is not budging on anything. They don’t have any interest in negotiation. They want trade on their terms period. Now Europe is retaliating. All I see are lower stock prices. — QE Infinity (@StealthQE4) April 7, 2025 He's losing his mind … lol pic.twitter.com/mN0t3jOZqL …
PUT THIS ON BLAST: Trump’s tariffs just pushed the risk of a U.S. and global recession this year up to 60%—up from 40%, according to J.P. Morgan. THATS NOT ALL: The White House made up the numbers—Trump Math 🤡 pic.twitter.com/Y98nhtO266 — Christopher Webb (@cwebbonline) April 4, 2025 JPMorgan suggested that the chance of a recession …
Gold now getting murdered along with everything else as the world faces a global margin call. Futures worsening. It’s going to be a long day. Chaos 💀 pic.twitter.com/l6x2vnDAYD — QE Infinity (@StealthQE4) April 3, 2025 The market's drop in response to tariffs is massive, and it will take time to emerge from this chaos. A …
Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …
An all-time high 43% of investors think there is a less than 10% chance of a stock market crash occurring in the next 6 months 🚨 pic.twitter.com/c46U09cdsC — Barchart (@Barchart) December 6, 2024 This is wild: The Euphoriameter, an indicator measuring investor sentiment, hit a record 1.1 points, according to Topdown Charts. This metric uses …
Lets win this! VOTE! https://t.co/MM4cWnBCao — Gunther Eagleman™ (@GuntherEagleman) November 5, 2024 Truth pic.twitter.com/Rr919imrZQ — TaraBull (@TaraBull) November 5, 2024 Trump advisers stress turnout as crucial, citing strong polling but tight race. 🚨🇺🇸TRUMP ADVISERS SAY FINAL HOURS COME DOWN TO ONE ISSUE: TURNOUT Top advisers for Trump believe their campaign’s success hinges on voter turnout, …
#NEW The Economist 2024 election forecast update 🔴 Trump: 56% 🔵 Harris: 44% Battleground estimates: 🔵 MI: Harris+0.5 🔴 NV: Trump+0.2 🔴 WI: Trump+1 🔴 PA: Trump+1 🔴 GA: Trump+2 🔴 AZ: Trump+2 🔴 NC: Trump+2 https://twitter.com/EricLDaugh/status/1851362999337902142
🔥🔥ULTRA MAGA Crowd outside Madison Square Garden in NYC. 🔥🔥 Show this Post to Kamala’s Internal Polling “Instincts” 🤣😤😆 pic.twitter.com/VGRfOXJNIT — MAGA Man (@MAGAMan2A) October 27, 2024 INCITEMENT: Tye Democrats have turned Americans from every walk of life, every race, every creed into Nazis. Americans aren’t buying it MSNBC! pic.twitter.com/6nxhbwqz1N — @amuse (@amuse) October 28, …
What value do these people bring to society? Actually only hatred and agitation. — Christina Kahlisch (@Kreuzbergplan) October 27, 2024
BREAKING: Donald Trump now leads in all swing states in the 2024 election with a 60% chance of winning the election. With over $100 million traded on @Kalshi, election markets continue to suggest Trump's lead is widening. The election is now 11 days away. pic.twitter.com/dpBAt0tAYy — The Kobeissi Letter (@KobeissiLetter) October 24, 2024 This is …
🚨 JUST IN: The early voting data in Nevada is so bad for Democrats that Trump has SURGED to a 65% chance of winning there. Kamala has plummeted to only 35%. pic.twitter.com/nbszpw3FQv — Eric Daugherty (@EricLDaugh) October 23, 2024 It must reach 69%, as foretold in the prophecy https://t.co/oR8p1ZiRha — Elon Musk (@elonmusk) October 22, …
These polling numbers are certainly encouraging, but now is not the time to become complacent. A 93.2% chance of winning the Electoral College is impressive, but elections are not won by statistics—they are won by votes. Every single vote counts, and this is especially true in… pic.twitter.com/8WJQzrp4eI — Torsten Prochnow (@TorstenProchnow) October 20, 2024
Bears legend Brian Urlacher endorses President Trump.pic.twitter.com/6mDVleBBX8 — Citizen Free Press (@CitizenFreePres) September 29, 2024 https://polymarket.com/elections
by Stargazer5781 Since the 10 – 2-year yield curve recently normalized I was curious if the same were true of the near-term forward spread (10-year – 3-month), which the Federal Reserve previously announced as the most accurate predictor of recession available. It is still inverted as I write this, but what I found more interesting …
It's the last chance to get in. pic.twitter.com/9h2BhwrImw — Mac10 (@SuburbanDrone) August 23, 2024 Good to see equities are rallying because its probably different this time… https://t.co/A6oA4HbHfL — Santiago Capital (@SantiagoAuFund) August 23, 2024 We knew rate cuts were coming, my eyes are on the balance sheet pic.twitter.com/i74BvBOYQG — Darth Powell (@VladTheInflator) August 23, 2024 …
Vice President Kamala Harris has a sizable lead over former President Donald Trump, 49% – 43% among likely voters; Robert F. Kennedy, Jr. receives 7 percent support, and Jill Stein, Cornel West, and Chase Oliver receive less than one percent support each, according to an Outward Intelligence poll of likely voters in the United States …
https://twitter.com/MatthewSabia/status/1815608731109069202?ref_src=twsrc%5Etfw h/t LoneStarRising
They know that we know that they’re laundering money. They also know that nobody will do anything about it. What are you going to do? File a criminal charge through the Joe Biden/Merrick Garland Department of “justice”? h/t magapatriot_pa
All the poll internals from cnn. Trump lead (6 pts) is the same as last month. No change after debate. Three-quarters of US voters say the Democratic Party would have a better shot at holding the presidency in 2024 with someone other than President Joe Biden at the top of the ticket, according to a …
by Jwnlwplus4 The fire that destroyed Lahaina on the island of Maui in the state of Hawaii was almost a year ago and yet residents of the community are still struggling to rebuild. While Biden and congress rush to pass more spending for Ukraine on a regular basis, American citizens in Hawaii are still dealing …
🚨🇺🇸 BREAKING: CONGRESS WANTS TO ABOLISH THE FEDERAL RESERVE In a groundbreaking move, the "Federal Reserve Board Abolition Act" aims to dismantle the Federal Reserve System, shaking up the financial world! Introduced by Rep. Thomas Massie, this bill calls for the complete… pic.twitter.com/MECmMPK6kC — Mario Nawfal (@MarioNawfal) May 16, 2024 BREAKING: Rep. Thomas Massie has …
U.S. Aid Reaching Ukraine as Russia Attacks Near Kharkiv U.S. military aid is reaching Ukraine as that nation’s military strives to blunt Russian attacks in the Kharkiv region, said Sabrina Singh, deputy Pentagon press secretary. The Russian attacks on Kharkiv — Ukraine’s second-largest city — were not unexpected, Singh said today, and Ukrainian service members …
WAITING FOR THE NEXT CME: A geomagnetic storm is underway, but it is relatively minor (G1/G2). Conditions won’t intensify again until the next CME arrives. NOAA forecasters are currently predicting a return to extreme (G4/G5) storming on May 12th. We think May 13th is more likely when a CME from yesterday’s X5.8-class flare is expected …
