Independent thinking for complex markets and current events
You’re not imagining it – it’s much more expensive to stock up your fridge and pantry now than ever before. Even if you pick the cheapest options or purchase the same products as always, your final grocery bill is probably higher than it was a few months ago. And it’s safe to say that the …
shorter version and another saw this days ago and it was amazing long version It refracts light when the sun shines it and when dark the solar kicks in and shine thru the water. h/t Coastie Patriot
Don’t forget this gem. https://t.co/h95CXe0DyU — Lauren G 🇺🇸 (@lbc360) June 21, 2024
While you weren’t paying attention, the @JoeBiden White House was caught working behind the scenes to kill a bill that would have forced him to disclose any foreign income he and his family members have received as well as any and all business conducted on Air Force One. The… pic.twitter.com/v4KFBnHSEC — Jesse Watters (@JesseBWatters) June …
via Mike Shedlock Treasury Secretary Janet Yellen wants the EU to hike tariffs on China just as the US did. Curbs on Cheap Chinese Exports The Guardian reports Janet Yellen urges EU to join US in curbs on cheap Chinese exports Janet Yellen, the US treasury secretary, has urged the EU to intervene urgently to dampen …
Small vs Large — a Big Valuation Gap: https://t.co/LfMLUBsesJ Small caps are about as cheap as they get vs large caps. All those stories and narratives about Large Growth are already in the price, and then some. Longer-term contrarian minded investors should take note. pic.twitter.com/hGYJyO5NcK — Topdown Charts (@topdowncharts) May 6, 2024
India, May 3 — With tension between China and the United States far from tapering off anytime soon, it is in trade and economic sectors where Beijings activities appear to have further hit panic button in the US as Secretary of State Antony Blinken, during his April 24-26 visit to East Asian country, raised his …
Burglars steal $30 million in cash from a Los Angeles money storage facility – one of the city’s largest cash heists The FBI and Los Angeles Police Department are investigating one of the largest cash heists in the city’s history after as much as $30 million was stolen from a San Fernando Valley money storage …
Tyson is taking its lead from Biden and choosing illegals over Americans: “While this decision was not easy, it emphasizes our focus to optimize the efficiency of our operations to best serve our customers." “Efficiency” = cheap labor. Cheap labor = illegals.#BoycottTyson pic.twitter.com/KGxDvc17GR — Paul A. Szypula 🇺🇸 (@Bubblebathgirl) March 15, 2024 https://twitter.com/drakeslayer100/status/1768602354654625891
Insane German energy policy has consequences. If you put radical left wing socialists and Green (communist) parties in control of your govt, this is what happens. They shut down all cheap energy and then your factories are no longer competitive and they close. Without cheap… https://t.co/Hcp1I64ufY — Wall Street Mav (@WallStreetMav) December 21, 2023
by ChampionshipUsed9855 VIX is below 13 again. QQQ has been basically flat for nearly a month. The FOMC is next week, could be a pivot point. Even the perma-bull just admitted this market is high on crack:https://t.co/OOk8ZN4gf9“Buyers have gotten drunk as a proverbial skunk, buying the worst of the worst…there’s a nasty hangover on the …
by Chris Black Peoples Republic of China along with North Korea are now the only East Asian countries that aren’t opening up their borders. via wionews: In a major move aimed at shoring up Taiwan’s $790 billion economy, India is planning to send as many as 100,000 workers to the island as early as next …
by j_stars Japanese bond yields yoinking higher. Japan’s Federal Debt is 265% of GDP. Won’t be too long.
by Chris Black American business can’t or won’t pay what the price of labor is actually worth. https://www.nytimes.com/2023/10/01/magazine/economy-illegal-immigration.html
via scmp: The European Union will launch a new investigation into China’s subsidies of cheap electric vehicles, risking a potential trade war with the world’s second-largest economy. European Commission president Ursula von der Leyen made the announcement during Wednesday’s State of the EU address, an annual speech laying out the bloc’s policy priorities for the …
Kevin McCarthy faces battle with hard-right Republicans as shutdown looms Kevin McCarthy will return from his August recess on Tuesday facing the latest in a long series of conundrums for the Republican House leader: should he force a government shutdown, leaving hundreds of thousands of government workers without a paycheck, or burn more bridges with …
Like houses, many people are locked-in to low auto loan rates. However, homes last much longer than cars do. As people sell cars bought over the last ~4 years, they are entering a much higher rate environment. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) September 3, 2023 …
Note: This is an average, and only takes into consideration New cars (not used). — Car Dealership Guy (@GuyDealership) August 10, 2023
Per BofA/Zerohedge, it has never been cheaper to hedge.https://t.co/sVqJwRsKyE Nominal hedges are cheap but from a portfolio performance perspective hedging is VERY expensive in this melt-up. And, it's not their money. Therefore they're the longest since the top. pic.twitter.com/GVOe2QkJo3 — Mac10 (@SuburbanDrone) July 27, 2023 How do you keep up with a market led by …
by Chris Black This is the definition of asymmetrical warfare, but the funny thing is that Russia is adopting guerrilla tactics on an inferior army in order to keep the war cost-effective. In the same time, the Ukraine is wasting billions of dollars of Western equipment for basically nothing, and it’s killing its youth in …
by Ed Driscoll HOW IT STARTED: Next mayor wants NYC to be even more of a ‘sanctuary’ for illegal immigrants. Every single one of the eight Democrats running for mayor vowed to protect illegal immigrants from deportation, solidifying the Big Apple’s often infamous status as a “sanctuary city.” * * * * * * * * …
Italians are calling for a pasta strike to bring down prices. via alarabiya When it comes to skyrocketing pasta prices, Italians are crying: Basta! They have had enough after the cost of the staple of every Italian table soared by twice the rate of inflation. One consumer advocate group is calling for a weeklong national pasta strike starting June …
