Independent thinking for complex markets and current events
Are you ready for it? https://twitter.com/_/status/1718344359681155387 There are times in your life when you must realize SEXY comes in all shapes and sizes. Imagine stroking these soft curves and sexy thighs. Yes, no?🔉 pic.twitter.com/23cWKONYz1 — BiffBifford™ 🇺🇸 (@TBifford) October 28, 2023 h/t Dan
via RT: The price offered by the British authorities for electricity generated by wind farms must be increased by up to 70%, according to the head of the country’s top power provider. Tom Glover, RWE’s UK Country Chair, has cautioned that without the hike, new wind parks will not be economically feasible. According to Glover, …
-DXY breaking out towards 107 -10 yield is nibbling at 5% -Futures red and accelerating lower as I type this. -Cypto suflee is crushing down. Dollar Index DXY pic.twitter.com/SdGxqSuhcX — The_Chartist 📈 (@_chartitude) October 26, 2023 Despite the ongoing debates, the current economic cycle has unfolded much more like the 1970s period than the World …
Probably nothing .. #gold pic.twitter.com/A4pVOmDAlx — Willem Middelkoop (@wmiddelkoop) October 21, 2023 h/t j_stars
by InternationalTop2405 There are only two options, either equities go down, or treasury yields go down. Which one will it be? pic.twitter.com/qwclELSpiV — Michael A. Arouet (@MichaelAArouet) October 21, 2023 Good candidate for PhD in economics thesis „This time it’s different“ pic.twitter.com/903Kp5jIWF — Michael A. Arouet (@MichaelAArouet) October 21, 2023 Should the situation in the …
Yes, this is pretty bad and unsustainable…CBO:Federal Debt Held by the PublicPercentage of GDP pic.twitter.com/2v1YjHLUKX — David Sommers (@dgsommersmkts) October 19, 2023 “Central bankers don’t like to predict storms because everyone knows that if they say a storm is coming, then it’s probably going to be a hurricane…” Inside Job — Nikolay Kolarov, CFA (@libertniko) …
via CNBC: “The largest American banks have been quietly laying off workers all year — and some of the deepest cuts are yet to come. Even as the economy has surprised forecasters with its resilience, lenders have cut headcount or announced plans to do so, with the key exception being JPMorgan Chase , the biggest …
This Israeli politician, Amir Weitmann, the head of Libertarian Caucus of Likud Party, is completely unhinged. h/t STAX
Leave it to a country like New Zealand to implement this policy. They’re planning to levy farmers for methane emissions from their livestock. Some even suggest alternative protein sources like insects for our diets. Many people are frustrated with these climate change measures. via YAHOO: New Zealand has a plan to tax farmers for their …
BREAKING: Republicans nominate Steve Scalise (R-LA) for House Speaker — BNO News (@BNONews) October 11, 2023 Are you surprised? Majority Whip Steve Scalise (R-La) issued the below statement today following his meeting with Israeli Prime Minister Benjamin Netanyahu: “I was honored to join our House leadership team in welcoming Prime Minister Netanyahu to Congress today …
Former President Donald Trump warned that the shocking and brutal attack by Hamas terrorists on Israeli civilians over the weekend has the makings of World War III. Former President and 2024 Republican presidential hopeful Donald Trump speaks at a campaign event in Wolfeboro, N.H., on Oct. 9, 2023. (Joseph Prezioso/AFP via Getty Images) In speaking …
by waitingonawait Friend thinks this will be a nuke to the economy. https://www.reuters.com/world/china/chinese-developer-country-garden-faces-fresh-offshore-payments-deadline-2023-10-09/ HONG KONG, Oct 9 (Reuters) – China’s Country Garden (2007.HK) may announce a restructuring plan for its offshore debt soon, local media reported on Monday, as the country’s largest private property developer faced another looming debt deadline. The developer, which missed two dollar interest …
Hamas and Hezbollah now reporting that Iran helped plan the Hamas terror attacks for weeks. Who opened the floodgates and supplied Iran to the tune of $100+ billion? Obama. Biden. Valerie Jarrett. The Iran Deal. This situation is far beyond just Israel and Palestine. pic.twitter.com/dTNv5ZavGp — Clandestine (@WarClandestine) October 8, 2023 The Hamas terrorists have …
.@efenigson: “I served in the IDF 25 years ago in the intelligence forces.. there’s no way, in my view, that Israel did not know what’s coming…Something is very wrong here”pic.twitter.com/iewZWnU66n — أبو عمّار (@MaajidNawaz) October 8, 2023 ex-IDF soldier explains that the events that took place today are impossible. She was a boarder observer with …
https://t.co/EKBk7kf8IP — Win Smart, CFA (@WinfieldSmart) October 6, 2023
The Bear Market never ended. The end of this bear market rally is rapidly approaching……. https://t.co/kf0JCvL7XA — Win Smart, CFA (@WinfieldSmart) October 5, 2023 G, we already there… Long-duration US TSY bonds have now lost more in % terms than stocks did during the GFC in 2008-2009 The drawdown in Vanguard Ext Duration Treasury ETF …
Joliet is minutes from me. For the large part Joliet has become a shithole. This following news maybe the final nail into the once great city. The governor did not even inform the city. One day Jliet receives$8.6 million dollars and a note we are send 2500 illegals. https://www.wjol.com/joliet-council-member-says-they-were-blindsided-by-migrant-funding/ https://www.politico.com/newsletters/illinois-playbook/2023/10/02/tensions-flare-as-migrant-buses-ramp-up-00119431 * Democrat Governor JB Pritzker’s …
Something big is coming … The Mentions of a "Soft Landing" have Surged to Their Highest Levels. Historically, that has preceded recessions. 🤨 pic.twitter.com/Co1C5yDJOF — Wall Street Mav (@WallStreetMav) October 3, 2023 Rickards: Something “Big and Stupid” Is Coming… With debt levels reaching all-time highs in major developed and developing economies, and with debt-to-GDP ratios …
by Michael There has been a dramatic spike in the number of Chinese nationals that are coming across our borders. The vast majority of them are men, and the vast majority of those men are of military age. Most of the time, when these men are intercepted by U.S. officials they claim that they have …
https://www.youtube.com/watch?v=aa7TgnOXEsY Disney Is Getting Absolutely Wiped Out, Empty Parks Signal Collapse Is Coming Disney is indeed in deep trouble. The entertainment favorite that dominated our screens for longer than we even care to remember is now getting absolutely wiped out. The beloved Mickey Mouse was not the solution to the world’s problems, but it brought …
https://twitter.com/NorthmanTrader/status/1708798044680974489 Good Morning Everyone! I was shocked to learn that the US government is now spending more to pay interest on its $33 trillion national debt than it does on national defense. What’s the plan here? Honest question. pic.twitter.com/Dehia0RPz2 — Genevieve Roch-Decter, CFA (@GRDecter) October 2, 2023 US equity markets are 'outperforming' today, and market …
via foxnews: A gallon of regular gasoline at some California pumps is nearing $7 this week, while the costs of other fuels have already surpassed that amount. Fox News found the price for a regular gallon at a gas station in Southern California this week cost $6.89, while supreme and diesel cost $7.19 and $7.29, …
“Most of these buildings have mortgages with interest rates of less than 4%,” he said. “Now the Fed has raised rates to 5.5% terminal rate, which means these mortgages are going to be refinanced at 9% to 11%." Read more: https://t.co/yPg1zgXsR9 — unusual_whales (@unusual_whales) September 27, 2023 US housing affordability is worse today than the …
Telegraphing a big move down in junk bonds (high yield) coming up. If there is a market panic, there may be a temporary spike in Treasuries. Junk bonds don’t do well during market panics. The S&P is heading below 3,000 Must…hold…this…line. pic.twitter.com/90lvi0FwFE — Mac10 (@SuburbanDrone) September 27, 2023 Complacency remains the order of the day. …
by Michael It turns out that we really do need the police after all. Do you remember a few years ago when blue cities all over the nation wanted to defund the police? Needless to say, that didn’t work out too well. Wherever police budgets were slashed, crime rates shot up. Today, we are in …
by Michael A lot of the talking heads on television seem to think that the threat of a recession has passed. So exactly why have these talking heads come to such a ridiculous conclusion? Well, they figure that if a recession hasn’t started by now we are probably in relatively good shape. In other words, …
by EuphoricTrilby https://x.com/collinrugg/status/1700234789687853534?s=46&t=T37mFTn9E_HUaxN1rB76Hw h/t mallokrano
