Independent thinking for complex markets and current events
While the whole world seems convinced the rest of it is rotating away from Treasuries, the actual evidence unequivocally shows something very different. This isn’t a one-time relationship, either. Instead, a deep fundamental basis that connects repo, interest rates foundations, global banks, and the recent deflationary developments.
ICYMI. This is how a collapse in global trade manifests, which is always accompanied by recession and… https://t.co/3zQ7DSPupr — Danielle DiMartino Booth (@DiMartinoBooth) April 21, 2025 Indeed, widespread empty shelves in 3-5 months is what I think is a high probability scenario. https://t.co/Ig5RaUQxo8 — Anna Wong (@AnnaEconomist) April 22, 2025 How anyone can claim there's …
Why this housing cycle is worse than 2008: 1. More speculation 2. More fraud 3. More unaffordable 4. MUCH worse demographics 5. Structural inflation Reason its delayed: 1. Government keeping MILLIONS of homes off the market using taxpayer dollars. — Darth Powell (@VladTheInflator) April 19, 2025 https://twitter.com/PhilipSoos/status/1913804783745683479 This is exactly how the 2008 Financial Crisis …
TRUMP AND XI ARE PLAYING A GLOBAL GAME OF ECONOMIC JENGA… AND IT’S GETTING WOBBLY This isn’t just a trade war anymore. It’s economic Jenga, and both sides are pulling the same crucial piece: global supply chains. Spoiler alert — the tower’s wobbling. Trump hit China with 145% tariffs. That’s not a slap, it’s a …
These are horrible trends. What is driving that? Cannot young people afford having family and a home anymore, or are there different reasons? pic.twitter.com/MaqL98hzMM — Michael A. Arouet (@MichaelAArouet) April 18, 2025 HUMANITY IS LOW-KEY GOING EXTINCT AND NOBODY’S TALKING ABOUT IT People around the world have basically stopped having kids — and scientists are …
UBS: If we report these swaps we inherited from Credit Suisse, the Financial System will collapse. CFTC: Say no more fam, how does 'Swap Relief with no Expiration' sound? pic.twitter.com/Nk2mopkJWw — M.B. (@741trey) April 16, 2025
by David Haggith One of my recent warnings was that the US is sliding toward more credit downgrades because the Trump Tariffs are stripping away the one thing essential to the dollar surviving as the global trade currency—TRADE. The big thing that makes the present situation far more precarious for the dollar than any previous situation is that …
“The global rules-based trading and financial system is at risk of collapse and confidence in the US dollar as the global safe asset weakens significantly, resulting in a sharp revaluation of US assets triggering a full-blown financial crisis,” is how Scope described this third scenario. https://archive.is/Yw0zn
Retail dip buyers may vanish when reality finally lands. Given how overpriced the U.S. stock market is, and the severity of the coming recession and earnings decline, it still has a long way to fall. In fact, despite the decline, given the negative impact of tariffs, the market is more overpriced now than it was …
Interesting perspective, it somehow makes sense. South Korea and China are already in a demographic collapse which will be difficult to reverse. Isn’t it cute though how Paris sticks out? The French have always been so romantic. pic.twitter.com/qbW0XKl1jU — Michael A. Arouet (@MichaelAArouet) April 15, 2025
The financial markets are starting to resemble the 1930s Smoot-Hawley tariff era. WE'VE SEEN THIS MOVIE BEFORE. If the markets do not change, we're in for a lot of trouble. More in my debate with UChicago Prof. Tomas Philipson on @AlArabiya_Eng: pic.twitter.com/SDuyYILkxb — Steve Hanke (@steve_hanke) April 12, 2025 Right now we have the highest …
NEW: RAY DALIO SAYS “I’M WORRIED ABOUT SOMETHING WORSE THAN A RECESSION… WE HAVE SOMETHING THAT IS MUCH MORE PROFOUND, WE HAVE A BREAKING DOWN OF THE MONETARY ORDER” pic.twitter.com/Yoquwol5UI — DEGEN NEWS (@DegenerateNews) April 13, 2025 Bridgewater founder Ray Dalio said on Sunday that he is worried that the turmoil resulting from President Donald …
China didn’t just become a global powerhouse by chance. It climbed the economic ladder by studying and replicating what the West built through generations of risk-taking, innovation, and painful trial and error. It offered up a billion people willing to work for a fraction of Western wages, and Wall Street jumped at the chance to …
The illusion of control is slipping. What we’re witnessing isn’t just a market wobble. It’s the prelude to something far more disruptive. As the façade of stability continues to crack, the choices before Washington are narrowing, and none of them lead to a soft landing. Trump’s decision to pause tariffs for 90 days on April …
Is hidden funding crisis unraveling? If Trump’s announcement today of a 90-day tariff pause was truly bullish and risk-on, why did we see 10Y yields spike to 4.50%+, SOFR swap spreads collapse to -40.62, gold rip $107 intraday, junk bond yields hit 8.51%, and TLT get liquidated on record volume all while equities… pic.twitter.com/PVa9L4FA2b — …
Powell may pretend he doesn't need to get involved, but the market is about to drag him in kicking and screaming pic.twitter.com/izA4VUQmQN — zerohedge (@zerohedge) April 8, 2025 Junk bond yields going parabola https://t.co/LGDN6xHOiq pic.twitter.com/ILja6xLDGY — The Great Martis (@great_martis) April 8, 2025 The crash that's now happening in the bond market has more dire …
SANTO DOMINGO, Dominican Republic (AP) — At least 18 people died and more than 120 were injured after a roof fell at a nightclub in the capital of the Dominican Republic early Tuesday, authorities said. Crews were searching for potential survivors in the rubble at Jet Set in Santo Domingo, said Juan Manuel Méndez, director …
Before we dive in… I gave you the best calls so far and warned you about the market dump I am asking only to follow me @bored2boar and RT this thread so more people notice my hard work It gives me motivation to give you even more alpha, thanks pic.twitter.com/x7Y0wHPHvo — Oracle Boar (@bored2boar) April …
JUST IN: Tether CEO Paolo Ardoino declares, “Tether won’t try to make USDT comply with new U.S. laws.” Their stance follows the SEC’s latest crackdown on stablecoins. It’s clear this fraud is unraveling. Tether’s days in the U.S. are numbered. Once it goes bust, BTC will… — Jacob King (@JacobKinge) April 4, 2025
Trump’s tariff strategy was brilliant—and frankly, it was his only option. Let’s be clear here: he didn’t have a choice. The alternatives, like cutting entitlements or raising taxes, would have been political suicide. The American people, tired of being hit with higher taxes, would have never stood for it. So what does he do? He …
W.H.O. ON THE BRINK OF FINANCIAL COLLAPSE! A $2.5 billion hole is tearing through the W.H.O.’s budget, even after desperate cuts. The timing couldn’t be worse—America’s exit is just around the corner. With Trump freezing foreign aid and the U.S. skipping out on $260 million… https://t.co/3MzcItnLWr pic.twitter.com/INP0NsNwtF — Mario Nawfal (@MarioNawfal) April 2, 2025
https://twitter.com/Mayhem4Markets/status/1907530833751118202 Trump pulled out this chart and its over. pic.twitter.com/r0gGCe6wWp — TT3 (@TradingThomas3) April 2, 2025 #Trump is announcing his #reciprocal #tariffs on other countries. If you don't understand WHY he thinks this right thing to do, the chart below sums up the unfair trade relationship with our partners. pic.twitter.com/GD1AeSrkMQ — Lance Roberts (@LanceRoberts) April …
The Trump Administration doesn't understand how much government, consumers and financial markets depend on the global subsidy of low-cost imported goods. They are the foundation of our house of cards economy. Once it topples, removing the tariffs won't put it back together again. — Peter Schiff (@PeterSchiff) April 2, 2025 By definition, Trump's tariffs will …
The real collapse isn’t coming.It’s already in the data. 46% of student loan borrowers who missed a payment now have scores under 620. 46% ya'll!!!!! Avg. job search now over 21 weeks …. severance is long gone. FHA delinquencies? 11.03% officially, closer to 15% in… — Amanda Goodall (@thejobchick) March 30, 2025 🚨US consumer sentiment …
https://twitter.com/PhilipSoos/status/1903316495536623908
from Kerry Lutz’s Financial Survival Network Kerry Lutz and Chris Vermeulen discussed the current volatility in the markets, particularly influenced by political events. Chris highlighted significant selling pressure affecting equities, suggesting that the market appears oversold and may experience a bounce in the coming weeks. However, he expressed uncertainty about whether this would lead to a recovery or …
