Independent thinking for complex markets and current events
Listen to the head of the Port of Los Angeles. No single person is getting more real time data about the economy than this guy. He says we are fucked. pic.twitter.com/QNmJc8FKw4 — Spencer Hakimian (@SpencerHakimian) May 3, 2025 h/t telling it straight
JUST IN: Target pulls "most" self-checkout lines because of shoplifting pic.twitter.com/hNke17WSEE — Eric Daugherty (@EricLDaugh) May 4, 2025
The NASDAQ is getting very overbought now pic.twitter.com/z17pmfybR7 — Markets & Mayhem (@Mayhem4Markets) May 2, 2025 Small caps stuck from breaking out. Not a broad rally. Market breadth as measured by New New Highs across NYSE & Nasdaq markets has been mostly flat. This rally is not “hated”— it is suspect. pic.twitter.com/fd5ctBBur4 — tom 🖍 …
Foxconn workers in China who assemble $AAPL phones, were considered too expensive at $3 per hour, in 2023. Does the Commerce Secretary really think those $3/hour jobs are coming back to the US?! https://t.co/BLGkhpT4w2 pic.twitter.com/fqRJnxgTnN — James Chanos (@RealJimChanos) May 1, 2025 The jobs aren't coming back, only AI & Robots. The overseas cost of …
This woke California judge thinks ICE needs a permission slip to do its job—good luck with that in the higher courts. 🚨BREAKING: U.S. District Judge Jennifer Thurston puts out an order banning Border Patrol from arresting criminal aliens without a warrant pic.twitter.com/n7wIRBKg1y — Benny Johnson (@bennyjohnson) April 30, 2025
This is one of the most important charts I’ve seen in a long time. AI alone could drive electricity demand equivalent to adding another US economy in the next 5 years. Another point that’s probably flying under the radar: look at the gap between the US and China. If onshoring… pic.twitter.com/c83AhCBcW5 — Otavio (Tavi) Costa …
America’s pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constituents. Ted Siedle is a former SEC attorney. His firm, Benchmark Financial Services, Inc. has pioneered over $1 trillion in forensic investigations of the money management …
1/ Container ships from China to US down 30%+ already. This isn't a far-off risk – it's happening NOW and will ripple through supply chains within weeks Container departures literally falling off a cliff since tariffs announced pic.twitter.com/Wb6GQz0iUP — junkbondinvestor (@junkbondinvest) April 27, 2025 3/ Markets missing the biggest risk: S&P 500 revenue from China …
The United States imported 438 billion dollars worth of goods from China in 2024. All of a sudden, most of that trade is being cut off. Tariffs on Chinese goods are now so high that it no longer makes economic sense for Chinese companies to export products to us, and it no longer makes economic …
by Michael The United States imported 438 billion dollars worth of goods from China in 2024. All of a sudden, most of that trade is being cut off. Tariffs on Chinese goods are now so high that it no longer makes economic sense for Chinese companies to export products to us, and it no longer makes …
The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China to USA trade shut down. It takes ~30 days for containers to go from China to LA. 45 to Houston by sea, 45 to Chicago by train. 55 to New York by sea. …
Global trade outlook is deteriorating: The World Trade Organization expects world merchandise trade to fall -0.2% in 2025, down from +2.7% growth expected at the beginning of the year. This would follow the +2.9% growth recorded in 2024. North American trade is set to be hit… pic.twitter.com/c6h7dlUv4h — The Kobeissi Letter (@KobeissiLetter) April 23, 2025 …
by Michael We are about to find out what happens when thousands of very popular products are suddenly no longer available for sale. A lot of Amazon shoppers have been shocked to learn that some of their favorite products have already disappeared. In fact, there are entire stores on Amazon that are now completely gone. …
Bessent: We have a process in place. We are working on the big 15 economies. First, we had a fantastic meeting with Japan yesterday. I believe there have been calls with the EU.. and I believe India is also talking — that is moving very quickly. pic.twitter.com/ZudcssnRcR — Acyn (@Acyn) April 17, 2025 The rate …
Mark Spitznagel, founder and chief investment officer of Universa Investments, warned in commentary to MarketWatch that a historic collapse may be looming. “I expect an 80% crash when this is over. I just don’t think this is it. This is a trap,” he said on April 7, days before Trump announced a 90-day pause on …
Tweet reads: The UK Government is already using your taxes to build the infrastructure for Digital ID. Through information requests, I’ve confirmed: – £60 million of public money went to Pragmatic Semiconductor — makers of flexible chips used in Radio Frequency Identification (RFID), smart ID cards, and track-and-trace systems. – DSIT is funding AI infrastructure, …
A lot of people want to be able to rely on tapping their home equity in the event they lose a job or fall on hard financial times. The irony is, if you lose a job and are having a tough financial time, you likely will not be able to tap your home equity as …
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 …
It’s now official. The euro has broken out above a key historical resistance level. FX trends often take time to develop, but once they do, they tend to persist for years. I expect this time to be no different, with the US dollar likely to weaken further against other… pic.twitter.com/KiCuLdQqcG — Otavio (Tavi) Costa (@TaviCosta) …
by Michael If bombs start falling on Iran’s nuclear facilities, it would instantly be the biggest news story of 2025 so far. Iranian air defenses would need to be neutralized first, and that would be quite an extensive operation all by itself. Subsequently, destroying Iran’s nuclear facilities would be extraordinarily difficult, because many of them …
by Michael I am trying to find the words to describe the economic carnage that we are witnessing right now. Even before President Trump unveiled his new tariffs, the U.S. economy was rapidly heading in the wrong direction, layoffs were soaring, and stock prices were steadily falling. But now it is as if enormous amounts of gasoline have been …
The illusion held longer than it should have. For over a decade, Wall Street danced on the scaffolding of cheap money, blind optimism, and the promise that the Fed could paper over any disaster. That scaffolding just gave out. Markets aren’t reacting. They’re breaking. What we’re seeing now isn’t panic selling. It’s the slow, steady …
by Michael I am trying to find the words to describe the economic carnage that we are witnessing right now. Even before President Trump unveiled his new tariffs, the U.S. economy was rapidly heading in the wrong direction, layoffs were soaring, and stock prices were steadily falling. But now it is as if enormous amounts of gasoline have …
Justice is coming. pic.twitter.com/r9D3SobYT1 — Attorney General Pamela Bondi (@AGPamBondi) March 31, 2025 Where are the Epstein files?
So much for going to bed early…WTAF!?!?! Who barfed up a hairball in Japan? pic.twitter.com/KOqSdoEdW8 — RealJohnGaltFLA (@RealJohnGaltFla) April 1, 2025 Ummm, part 2…6 month blew out also pic.twitter.com/U79bulRkEz — RealJohnGaltFLA (@RealJohnGaltFla) April 1, 2025 🚨 U.S. 3 Month Yield just jumped to 4.82% 👀 A 12% gap up! https://t.co/uJAVCSFbIa pic.twitter.com/tkKsZ9y6y3 — Financelot (@FinanceLancelot) April …
https://twitter.com/mister_macro/status/1905746568416055490
Saylor’s cattle waiting for 50 million 😂😅 Meanwhile … pic.twitter.com/F6O8QKztVN — The Great Martis (@great_martis) March 28, 2025 Bitcoin maximalists silent as GameStop’s stock plummets -28% after Bitcoin investment Yesterday, Bitcoin maximalists were touting GameStop’s Bitcoin investment as a catalyst for BTC to surge to $1 million. Today, they’re dead silent as GameStop’s stock has …
What’s 220% debt to GDP between friends? pic.twitter.com/X1bib2HHmn — MacroEdge (@MacroEdgeRes) March 28, 2025
Bitcoin is about to make a big move. And according to china liquidity injection, is to the downside. pic.twitter.com/lO5XrNFgR2 — Guilherme Tavares (@i3_invest) March 27, 2025 Bitcoin Mauling season on approach. pic.twitter.com/v1IkbAhCTz — The Great Martis (@great_martis) March 26, 2025 Trying to pump bitcoin with rumours 😂😂 The cult is relentless. https://t.co/kAveiDRf5R — The Great …
