Independent thinking for complex markets and current events
The economy is doing great! You mouth-breathing peasants are just too stupid to notice. As economic woes deepen, recent indicators point to a stark reality. Holiday retail hiring has plummeted to its lowest point in half a decade, sounding an alarming note for the economy. Simultaneously, real median household income in the U.S. is experiencing …
UBS forecasts a 2024 gold upswing amid global uncertainties and central banks’ expected rate cuts. Advising a shift to high-quality stocks, UBS suggests moving from cash to quality bonds as rate cuts commence. Simultaneously, the Dutch Central Bank’s 612-tonne gold reserve underscores gold’s role in economic stability. This aligns with a broader European trend, potentially …
Cardboard box sales dropped 80% ahead of the Christmas Holiday Season. Dr. Elliot explains @ 1:30 minutes in… People are way scaling back on Christmas. Infact, more and more families have set a limit on the ages of people that can receive a gift. It is usually now reserved for those under 14 years old. …
https://www.youtube.com/watch?v=9mV36_Fqlkc Being a carnivore has never been so expensive. According to the USDA, beef prices soared to another record high this week, and are expected to face a 100% increase next month compared to the same period a year ago. Steaks will likely be out of the dinner table of many Americans in the coming …
by _BreakingGood_ All of the memes and jokes about how “the bears were wrong, the market is booming” changes nothing. There are foolproof indicators of a recession on the horizon and those denying it are in denial. The yield curve is inverter, the unemployment and jobs rates are taking an absolute sh*t this month, you …
The collapse in the Producer Price Index (PPI) signifies a critical shift, as companies find themselves unable to command exorbitant prices from customers, leading to a significant impact on their profit margins. The era of making extraordinary profits and refinancing at 0% appears to be coming to an end, exacerbated by the Federal Reserve’s decision …
by Chris Black You’re not going to be able to tell what is real and what is not real, and fake faces being more real than real faces is a big part of that. Eventually – that is to say, rather quickly – no one will have any idea what is real. The government will …
The chart of the month. pic.twitter.com/CqoTsgzPKl — Mac10 (@SuburbanDrone) October 31, 2023 Bank Stocks have fallen to their lowest prices in more than 3 years, even surpassing the lows of the Silicon Valley Bank collapse in March pic.twitter.com/OfHUBm6c92 — Barchart (@Barchart) October 29, 2023 Is Powell done hiking? The 10 yield says no, but …
The only caveat is that the slump in September was led by non-intermediate OFCs (which can be erratic). But the underlying trends are alarming too. The 12m growth of household #M4 is at its lowest since records began in September 1998 – and the 3m ann rate is even weaker! (2/2) pic.twitter.com/cpEl5jX5kH — Julian Jessop …
With tens of trillions more in debt … oh boy is different! — Timbo (@Timboo) October 29, 2023 Since QT started, stocks have been on their own, after having been babied by the Fed since 2008. And it’s not working out 🔥 The Nasdaq Composite closed on Friday at 12,643, down 22% from the peak …
via naturalnews: For Wolf Richter, publisher of finance and econ site Wolf Street, the long-term treasury market is finally waking up from its delusion that the Fed is going to gradually cool inflation to its target of two percent. It is also finally admitting it cannot normalize interest rates after having spent 18 months believing in the …
This is what happens when inflation isn’t controlled quickly Argentina’s central bank hiked rates by a staggering 1500 bps to 133% this month The shocking part: Inflation STILL remains above rates with the latest figure coming in at 138% pic.twitter.com/FJdyKqiMdK — Bravos Research (@bravosresearch) October 26, 2023 Japanese Yen just broke 150:1 USD ratio despite …
AI: “Profiting from a bond market collapse, which often implies rising interest rates and falling bond prices, can be challenging and risky for retail investors. Here are some strategies to consider, but keep in mind that these carry inherent risks, and it’s essential to consult with a financial advisor before making investment decisions: Short Selling …
https://www.youtube.com/watch?v=wvS8Hj5P3Dc Bank executives are warning about unprecedented risks in the financial system. According to JPMorgan Chase CEO Jamie Dimon, banks are bracing for worst-case scenarios as higher interest rates elevate the risk of failures and losses in the months ahead. Americans should pay very close attention to what happens next because the turbulence will affect …
What else can you see? Note hamas against Israel at the top with tur words ‘wrath’ appearing between them. Hackers as well! View post on imgur.com Conformation of authenticity https://www.economist.com/weeklyedition/2012-12-22 Higher resolution available here: 🔯#KhazarianMAFIA✡️(THIS IS A COVER FROM THE ECONOMIST MAGAZINE FROMDEC 2012)#Israel #Gaza #hospital #WW3 #IsraelAttack #IsraelGazaWar #Zionists #DepopulationAgenda #MOSSAD #CIA #NWO #PalestineGenocide …
Chinese property stocks are on track for a 14-year low, as stress in the sector continues to rise amid slumping home sales and deepening debt woes for major developers, per Bloomberg. — unusual_whales (@unusual_whales) October 18, 2023 Fears that Country Garden will defaultAre growing by the day pic.twitter.com/Shl9wCMNca — Longview Economics (@Lvieweconomics) October 18, 2023 …
Fun fact: bank credit is now contracting! Since dollar standard (‘71), that’s only happened once before: 2008. Losses in T bonds will far worse than mortgage losses. Stocks are on the verge of a massive collapse. Fractional banking does’t work in reverse. Few. pic.twitter.com/0fzX16lYGn — Porter Stansberry (@porterstansb) October 15, 2023 Banks losses on held …
Searches for "Can't pay credit card" hitting all time highs pic.twitter.com/s7hkSebIq2 — Darth Powell (@VladTheInflator) October 15, 2023 Credit card spending is finally starting to collapse… pic.twitter.com/XaMDwzyEIc — Bravos Research (@bravosresearch) October 16, 2023 Parallels of 2018 keep flashing red. Back then US retail spending collapsed in November and December causing a #recession scare. Chart …
More buybacks are needed pic.twitter.com/xpfXWNtnWH — Alessio (@AlessioTMAD) October 16, 2023 🔴 IPHONE 15 SALES DOWN 4.5% IN CHINA DEBUT VS 2022 – COUNTERPOINT. $AAPL — FinancialJuice (@financialjuice) October 16, 2023 Numerous insiders have sold $AAPL in the last year. To see all, check Unusual Whales. See more: https://t.co/ZqupDAkQ8p — unusual_whales (@unusual_whales) October 16, 2023
by Chris Black https://www.forexlive.com/news/why-the-signals-from-the-bond-market-are-truly-terrifying-20231012/ [The sum of all bond market fears is that the combination of deficits, QE, ultra-low rates and a general market mania (think NFTs, crypto and meme stocks) built a house of cards in the global economy that’s just starting to crash down. Yes, silly season has been over for awhile but …
by TonyLiberty China’s population decline and Real Estate slump could lead to economic collapse per Geopolitical analyst Peter Zeihan. He believes that China’s collapse is imminent, with only 10 years remaining before potential disaster. He estimates that China’s actual population is lower by 100 million than what the government has officially reported. One of the …
via theglobeandmail: Richmond Hill, Ont.-based real estate developer Sunrise Homes has defaulted on a court-ordered settlement to repay the millions of dollars it owes to lenders caught up in the collapse of Canada’s one-time largest syndicated mortgage company Fortress Real Developments Inc. On May 8, 2023, Justice Peter J. Osborne endorsed a settlement agreement whereby …
🚨JUST IN: MEDHAT ABBAS SAYS: ‘WE ARE ABOUT TO COLLAPSE’ “We have a shortage of medications, medical supplies, and reagents required to operate the laboratories of our hospitals. The situation is very hard and complicated. We have received thousands of injuries. This is… — Mario Nawfal (@MarioNawfal) October 10, 2023 BREAKING: Palestine President Mahmoud Abbas …
This is a new very bad development as until recently Evergrande was facing “just” a restructuring. Liquidation = death. Panic then possible as many others potentially in line for the same fate. Decision date is Monday 30 October, in 20 days. via YAHOO: (Bloomberg) — A group of offshore creditors of China Evergrande Group said …
This fund manager is holding 60% cash — and expecting a stock-market crash Ruffer’s main claim to fame is to have successfully sidestepped the 2000-2003 and 2007-2009 market collapses Yikes. There’s bearish, there’s really bearish, and then there’s Ruffer & Co. I don’t want to spook everyone managing their own retirement portfolio. But the London-based …
The Bretton Woods system is not working and has to be changed, according to the Russian president The dollar-based global financial system is not balanced as it does not meet the interests of all countries, Russian President Vladimir Putin said on Thursday at the plenary session of the Valdai Discussion Club. According to Putin, the …
The public focuses on the stock market but this bond market is much more important to the economy. There are major consequences for all the banks who hold Treasury Bonds. The level of unrealized losses has probably gone through the roof and possibly hundreds of banks are technically insolvent if they had to mark their …
JEFFREY CARTER: What Is The Problem? 70% of the budget that is now $33 trillion in deficit is pre-planned mandatory spending that no one in Washington has the standing to stop. Like a kudzu plant, it grows every year and you can’t kill it. It’s hard to even slow down or trim. Venture capitalist Mary Meeker …
Incredibly, ultra long-duration Treasury bonds have now lost more in % terms than stocks did during Great Financial Crisis. The drawdown in extended duration Treasury ETF (🔻58.3%) now exceeds PEAK-TO-TROUGH losses in S&P 500 during stock market crash of 2007 – 2009 (🔻56.0%) pic.twitter.com/nlXZH5xOUY — Jack Farley (@JackFarley96) October 2, 2023 Ok, think of it …
