Retail traders often referred to as “dumb money” are clearly not betting on the downside for equities. Stock market short bets are getting crush. Multi-millionaire investor “NoLimit” is officially 95% out of the market. The big short strikes again.

Retail traders—often referred to as “dumb money”—are clearly not betting on the downside for equities. They usually trade leveraged ETFs on both sides, and in the last 4 instances when the “short” allocation was this low, they were wrong 3 …

READ MORE

Bond market clearly sees this rate cut cycle to be far more justified than the one in Sep 2024…. Bessent drops a bombshell saying interest rate sectors are already in recession… Inflation is still soaring?

not sure about that? pic.twitter.com/R1DilijKUf — Michael J. Kramer (@MichaelMOTTCM) November 23, 2025 US TSY SEC BESSENT REMARKS: “Interest rate sensitive sectors are in recession, but I’m confident about 2026 growth.” “Inflation is being driven by services rather than imported …

READ MORE

Japan and China’s falling share of foreign holdings in US treasuries… The world is clearly splitting into two blocs — one anchored to the USD, the other gravitating toward gold-backed currency.

Yes ,and the trend goes even deeper.As Japan and China reduce their U.S. Treasury exposure,their reserves are quietly re-anchoring elsewhere.The correlation between Treasuries and global reserves has broken,flows are now moving through Chinese bonds and ultimately into Gold,… pic.twitter.com/0wwRIOnF8P — …

READ MORE

The markets are clearly set for a massive downside crash. The Fed can’t save you without fueling inflation. The sync movements of yields, the dollar index, and gold are a harbinger of a financial catastrophe.

Its never been more obvious the markets are setting up for an epic downside crash. I know you have been spoiled on the “up-only” markets, but the FED cannot save you without causing massive inflation. They have to let equity …

READ MORE

Eurozone is clearly going into recession.

Eurozone Retail Sales Volume pic.twitter.com/WGeFPQdJzU — Win Smart, CFA (@WinfieldSmart) April 8, 2024 📈 New data from the Indeed Wage Tracker 📉 🇪🇺 Eurozone – Downward trajectory resumed in March 🇬🇧 UK – Continued slowdown but wage growth remains high, …

READ MORE

Clearly they didn’t watch the interview…

New Zealand Herald: Putin threatens US with war in Tucker Carlson interview https://www.nzherald.co.nz/ Russian President Vladimir Putin has threatened the US with a global war that will “bring humanity to the brink” if it deploys troops to Ukraine. Putin told …

READ MORE

DAVID HAGGITH: People See Better Than Economists – We’re no longer even sure what economists are since they clearly are not people who understand economics, so maybe not even people at all.

by DAVID HAGGITH Statue of a REAL economist — Adam Smith. Photo by K. Mitch Hodge on Unsplash Can you believe the Treasury market is already unwinding its bets that the Fed is done fighting inflation, even as the Champaign is still bubbling …

READ MORE

Global economic activity is clearly in recession

Global economic activity, expressed as trade (imports + exports) and industrial production combined, is clearly in #recession. It is hard to fathom how the U.S can dodge the bullet. pic.twitter.com/gBVO44Mm28 — RecessionALERT (@RecessionAlert) October 17, 2023 Asian stocks declined amid …

READ MORE

Bank of Canada minutes on immediate rate hike: “the economy remained clearly in excess demand and that the rebalancing of supply and demand was likely to take longer than previously expected.” “members felt that enough data had accumulated to convince them that more restrictive policy was needed.”

by Dismal-Jellyfish Source: https://www.bankofcanada.ca/2023/06/summary-governing-council-deliberations-fixed-announcement-date-june-7-2023/ Highlights: “the economy remained clearly in excess demand and that the rebalancing of supply and demand was likely to take longer than previously expected.” “members felt that enough data had accumulated to convince them that more …

READ MORE