Independent thinking for complex markets and current events
Authored by Charles Hugh-Smith via oftwominds, What’s required is not just a revised spreadsheet but an entirely new culture and value system. I’ve been referencing The Ratchet Effect since 2010 as it explains why shrinking bloat is so much harder than expanding bloat. A common example is household income and spending. When the couple were just starting out, …
MSNBC replaced Rachel Maddow with Jen Psaki, bc they were losing so many viewers..and on her debut she lost (53%) more viewers than did Maddow The demise of the Fake news media is glorious to watch The Winning hasn't stopped since Jan 20th, I love it pic.twitter.com/I3YbezmtGr — @Chicago1Ray 🇺🇸 (@Chicago1Ray) May 30, 2025
‼️Has the AI arms race come near its end? Magnificent 7 excluding NVIDIA Free Cash Flow (FCF) declined 11% year-over-year in Q1 2025, the most since the 2022 bear market. The capacity for future investments is falling for the first time in 3 years. Is AI hype behind us? pic.twitter.com/ppir1IdzXr — Global Markets Investor (@GlobalMktObserv) …
Massive Glacier Collapse in #Blatten of #Valais, #Switzerland 🇨🇭 (28.05.2025) 🚨Report "On the progression of climate catastrophes on Earth and their catastrophic consequences" https://t.co/tqpCNRbnki pic.twitter.com/PiBl99KIXc — Alex Terry (@AlexTerry17482) May 28, 2025 A massive glacier collapse has devastated the Swiss Alpine village of Blatten, burying large portions of the area under ice, mud, and debris. …
France and Japan are unraveling before the world’s eyes. The fiscal picture in both nations is not simply poor. It is catastrophic. Deep structural imbalances, ballooning debt, and no clear way out. Both are cautionary tales masquerading as advanced economies. Start with France. The national debt is now over 110 percent of GDP and climbing. …
NEW: 🇷🇺🇺🇦 The Ukraine talks between Trump and Putin have clearly FAILED Russia is preparing for a new massive offensive in Ukraine – multiple US media reports Russia has moved 50,000 troops from Kursk to Belgorod in preparation to capture the second largest city in Ukraine,… pic.twitter.com/VgDJATtFj9 — Megatron (@Megatron_ron) May 25, 2025 Ukraine tried …
‘Japan’s Top Life Insurer Says Unrealized Bond Losses Tripled.’ This Bloomberg headline sounds familiar, right? Back in March 2023, several US regional banks, including Silicon Valley Bank and later First Republic Bank, collapsed when ‘unrealized losses’ became realized losses as people got their money out. Did the system collapse? NO! Why? Because the Federal Reserve …
BREAKING: New home prices in China's 70 major cities dropped -4.6% year-over-year in April. Existing home prices fell -6.8%, after a -7.3% drop in March. Chinese home prices have now declined for nearly 4 years STRAIGHT. Meanwhile, property investment declined -10.3%… pic.twitter.com/ke4rwT1otC — The Kobeissi Letter (@KobeissiLetter) May 21, 2025
The House has narrowly passed a sweeping Republican-backed spending bill, marking one of the most significant fiscal moves in recent history. The legislation, championed by President Trump and Speaker Mike Johnson, extends the 2017 tax cuts, injects billions into defense and border security, and slashes funding for Medicaid and clean energy programs. The bill’s passage …
Fractional reserve banking is a house of cards—built to fail, just like in 1932 when banks collapsed and the government seized gold in ’33. I saw Fannie Mae and Freddie Mac’s downfall coming, and today’s numbers are just as stark. America’s $36T debt is a ticking bomb, and unlike… pic.twitter.com/jWVUSy4866 — Porter Stansberry (@porterstansb) May …
Does the debt get rolled over? How are CRE companies going to refinance their debts? What about corporate debt financed at the COVID lows near zero % that needs to be refinanced at 6%+? PE did it too How are companies going to be able to afford this? — QE Infinity (@StealthQE4) May 14, 2025 …
Should be an interesting opening in the morning. Futures deteriorating all night 💀 pic.twitter.com/lL2jkbz91G — QE Infinity (@StealthQE4) May 6, 2025 $SPY This is going to be interesting, they're running it right up to the 200d likely ahead of Powell and that's exactly what happened in 2022 when prices hit the 200d and Powell did …
Why the US Treasury bond market is on the brink of total COLLAPSE. pic.twitter.com/WlhPEVaXkf — Bravos Research (@bravosresearch) May 5, 2025 2/ The US Treasury bond market may be nearing total collapse This $27 trillion asset is nearly the size of the entire US economy If this market breaks down, the ripple effects across the …
It always starts slow. A whisper of tariffs. A hint of retaliation. A tough-talking press conference with flags in the background. But behind the noise, the playbook is already in motion. Not just from Washington. From the other side. They are not just reacting. They are setting the trap. And they know exactly what works. …
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%… …
A new report from the Wall Street Journal shows that home sales in the U.S. just collapsed to the lowest level since 2009. This indicates reduced homebuyer demand and increased risk of a housing market correction. CNBC: April active home listings are up 31% YOY. 👀 31% of them had a price reduction. — QE …
Disney is reportedly growing more anxious to unloads its legacy media businesses as new scandals with Shannon Sharpe and George Stephanouplous incite a meltdown at the networks. This, as CBS News’ 60 Minutes now sees its fragile future in question … and, as Comcast cuts the chord with MSNBC. The media business is suffering a …
In an ominous harbinger for the ISM manufacturing release later this week, the new order components of the regional Fed PMIs have collapsed deep into recessionary territory. pic.twitter.com/kjt4jiFGYQ — Peter Berezin (@PeterBerezinBCA) April 28, 2025 I speak with many CEOs who prefer not to have their names or companies mentioned, fearing how it could be …
Some people believe that the tariff disruptions will settle down as more negotiations happen and greater thought is given to how to structure them to work in a sensible way. However, I am now hearing from a large and growing number of people who are having to deal with these issues that it is already …
Worst Dallas Fed manufacturing survey since 2020: New orders collapse.Prices paid soars. There’s a term for this. It’s called ‘margin compression’, and it’s deflationary for asset prices. pic.twitter.com/5HmmYd57T2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 Dallas Fed Manufacturing Index down to -35.80 (forecast-17, previous-16.30). 👇🏼 pic.twitter.com/isnBK90Tw2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 …
The Silent Banking Crisis: Understanding the $482 Billion Time Bomb U.S. banks are currently sitting on $482 billion in unrealized losses on their investment securities primarily long-dated Treasuries and mortgage-backed securities bought during the 0% interest rate era. This figure has jumped 33% in just the last quarter, making it the worst paper loss environment …
DEI: Chicago’s teachers insisted that higher pay would unlock student success. The city obliged, hiking per-student spending by 70 percent and boosting average teacher salaries to $100,000. The result? Failure on a grander scale. Today, just 11 percent of black students in Chicago are proficient in reading — a tragic monument to the bankrupt promises …
For at least 35 years, the monetary system has been telling us that the current era is coming to an end. That means a debt collapse, a currency collapse and a collapse of most bubble assets like stocks and property. THUS THE BIG SHORT! — Egon von Greyerz (@GoldSwitzerland) April 26, 2025 Quick reminder – …
by Michael This is a very difficult time for real estate agents and homeowners that are trying to sell their homes. As I have documented below, sales of previously-owned homes in the United States just fell to the lowest level that we have seen during the month of March since 2009. Needless to say, in …
