Independent thinking for complex markets and current events
World oil buffer hits operational stress level by June then operational floor by September. The timeline according to JPMorgan:▸ Feb 2026 → Iran war disrupts supply▸ June 2026 → Inventories hit 7.6B barrels (Operational Stress Level)▸ Sept 2026 → Inventories hit 6.8B barrels (Operational Floor)That last number isn’t a warning.It’s the minimum required to keep… …
AMD wins the chart bubble race- but with a pe ratio of 133 and the nect 16 years of sales priced in – Look out below = PUTS byu/Salt_Yak_3866 insmallstreetbets Directionally you can be right, but if you’re wrong on the timing you might as well be wrong on both.
The housing “bubble” in the late 2000s looks quaint by comparison now pic.twitter.com/VdfaGgeqJm — Alec Stapp (@AlecStapp) April 26, 2026 Mortgage is biggest scam. Always pay cash for house (unless you got in at 3%). Else rent . https://t.co/noDRJON7Nc — tic toc (@TicTocTick) April 25, 2026 The rise of socialism in America is a direct …
Talk is cheap.Actions count.Seaborne fuel is collapsing.https://t.co/AlNVWpJGdo https://t.co/2d7etx30dJ pic.twitter.com/x6l8X15ueg — Dr Richard Hirschson (@richardhirschs1) April 20, 2026
Nobody wants to say it but the real similarity is not the line shape it is the insane focus on a handful of AI names carrying the whole market just like internet stocks did in 1999. When sentiment turns the unwind will punish indexes hardest because so few stocks hold up the weight and the …
Mark my words. In about a week, Americas are going to wake up in the morning and feel what this chart actually means. pic.twitter.com/DhxJsQciSV — Joshua Reed Eakle 🗽 (@JoshEakle) April 10, 2026 The biggest gain ever on nothing (fake deal, Hormuz closed). So likely the biggest fade too …https://t.co/mgmNPK1SD6 — Marko Kolanovic (@markoinny) April …
I told you we are going down today. It was a fake rally pic.twitter.com/QH0MBK0B7E — Data Driven Stocks (@stockdatamarket) March 30, 2026 SPY has formed a downward slanted megaphone pattern (Descending Broadening Wedge) starting last Friday. This pattern has the potential to bring us as low as 620 by the end of this week. When …
They’re just going to destroy every Western fiat ledger. Anything stored on any fiat ledger, from currencies to stocks to bonds, will be first exorbitantly taxed and eventually simply seized. Or simply inflated to zero. That is the logic of the sovereign debt crisis. — Balaji (@balajis) January 11, 2026 I love the smell of …
The Benner Cycle Predicts that 2026 will be the year of high prices and the time to sell, but is it correct?
Beef prices look like a memecoin chart lately byu/RobertBartus inEconomyCharts All current beef pricing trends are based on USDA data as of December 3, 2025. Last week’s trends refer to the USDA market for the week ending November 28, 2025. Live cattle sold mostly around $2.14/lb. last week, which is down compared to the previous …
Black Friday sales are well underway, with inflation-fatigued consumers looking to snag markdowns on everything from pantry and toiletry staples to jackets, makeup and gaming consoles. Although predawn lines and door busters are largely a thing of the past as sales stretch for months, Black Friday still kicks off a weekend that delivers steep discounts. …
https://gasprices.aaa.com/ https://www.cnbc.com/quotes/@CL.1 https://www.cnbc.com/quotes/@LCO.1
via Jesse Felder Fred Hickey tells Edward Chancellor, “GenAI is probably the most over-hyped technology I’ve ever witnessed in my 45 years of following tech stocks.” STAT Even outside of the AI craze, though, valuations of the megacaps have been inflated to the extreme in large part by the shift to passive investing. “Fair value …
Rewinding the chart back to 1970 shows this can result in either a long-term top (1980), or a strong continuation (1972 – 73). Let price action dictate. pic.twitter.com/feDPOUNxBk — Christopher Aaron (@iGlobalGold) September 30, 2025
Transports always lead. Dow Theory. The granddaddy of all technical market studies. The barometer of general business trends. Extremely concerning chart. Hope this helps. pic.twitter.com/uyIQY6zMac — The Great Martis (@great_martis) September 4, 2025 And the tariffs haven’t even kicked in yet. Wait until that sticker shock kicks in. I really worry about the market through …
US economy teeters on path to Japan-style stagnation! Take a close look at this chart because this is what’s going to happen in the future in the US and in any other country that will continue to persist on a similar irresponsible monetary and fiscal path like the one Japan entered and never left for …
They didn’t release GPT-5. They pulled the pin and tossed it. The livestream sold a moonshot. What landed was a limp — and a trust kill. “GPT-5 is not an upgrade. It is a forced downgrade. GPT-5 hallucinates. It forgets context. It feels unstable and inconsistent.”https://www.androidheadlines.com/2025/08/openai-gpt-5-ai-model-user-backlash-criticism.html Overnight, eight models disappeared. No backup. No warning. Imagine …
The saddest part is the lack of focus on nuclear. We pay 2x per KwH what the Chinese pay because we wasted $8T fighting stupid wars in the Middle East while they built reactors 🤦♂️ — Lawrence Lepard, "fix the money, fix the world" (@LawrenceLepard) July 29, 2025
Silver setup mirrors past parabolic breakouts. An important reminder: When gold goes, silver leads. With gold now above $3,300, the silver side of the story is about to get a lot more interesting in my view. Silver has formed one of the longest cup-and-handles on record. From what I have seen historically, patterns like… pic.twitter.com/dMEKFQ20io …
It’s raising serious questions about whether today’s booming market is real, or if we’re heading for a shocking crash. This could be the biggest warning sign yet that something is deeply wrong. This chart looks like Madoff’s funds returns https://t.co/w6wr9a5HUR — JustDario 🏊♂️ (@DarioCpx) July 5, 2025 Nasdaq 10% correction before final culminating top OR …
U.S. Dollar Index $DXY is about to form a Death Cross ☠️ on the weekly chart (50 week moving average crossing below the 200 week) 🚨 A huge upside reversal took place each of the last 2 times this happened (March 2018 and Jan 2021) 📈📈 pic.twitter.com/ALLwNxT70w — Barchart (@Barchart) July 2, 2025 What happens …
Eye-opening chart, no wonder many people in the US are frustrated. Scott Bessent is right, it’s Main Street‘s turn after Wall Street grew wealthy for four decades. pic.twitter.com/hsibzZjcJH — Michael A. Arouet (@MichaelAArouet) June 19, 2025 Heartbreaking reality of working Americans: Woman with full-time job and side gigs still can’t pay $300 electric bill or …
Kinda puts this into a different perspective now huh? Same thing with me talking about $UNF and $MAN. All kind of adds up. pic.twitter.com/PJuiYoEVOt — Amanda Goodall (@thejobchick) June 18, 2025 This chart is a clear warning shot to those still clinging to the idea of a “soft landing.” Every time the modeled Fed Funds …
Netanyahu holds a chart showing Iran is right on the verge of nuclear weapons… except this photo is from 2012 – over 13+ years and still no nuke byu/DeficitDaddy inconspiracy
A Bloomberg TV headline was warning that breadth is imploding on this rally. Why? Because hedge funds are piling back into mega cap Tech. Why? Because S&P momentum algos are manipulating the futures higher due to the collapsing VIX and mass complacency. Which I predict will… pic.twitter.com/6tdzLuAuVt — Mac10 (@SuburbanDrone) June 6, 2025 BofA’s Hartnett …
If anyone tells you that manufacturing in the U.S. is doing well, please show them this chart. 👇🏼 pic.twitter.com/3DPnB9DFiH — Kalani o Māui (@MauiBoyMacro) May 27, 2025
You’re not voting your way out of this chart. pic.twitter.com/UgPPEaioLR — TFTC (@TFTC21) May 20, 2025 To borrow from Stephen A. Smith, voters "don't care. They don't care" if the GOP bill will raise the deficit. 60% overall and 74% of GOP want tax cuts, even if they raise the deficit. No wonder the last …
Canada, the Euro Area, and Mexico account for over 15% each of 2024 imports, while China’s at 7.5%, leaving the U.S. heavily reliant on a handful of partners. If a trade war sparks, these concentrated trade ties could snap, disrupting everything from goods to prices, and the U.S. might be caught flat-footed with few alternatives …
WTF is going on in Canada and Australia? Real estate debt bubble in the US in 2007 looks almost cute in this chart. pic.twitter.com/cBI6fRzPaH — Michael A. Arouet (@MichaelAArouet) April 13, 2025
