Independent thinking for complex markets and current events
the slow motion train wreck continues, right on schedule https://t.co/USQZZcmTZB pic.twitter.com/5YMxGMHi8W — Roberto Rios (@peruvian_bull) August 20, 2025 uh oh pic.twitter.com/9ZMmCw4tme — Michael J. Kramer (@MichaelMOTTCM) August 20, 2025
Authored by Mike Shedlock via mishtalk, What’s the impact on rent? Housing units under construction data from Census Department, chart by Mish. Decline from Post-Covid Peak Total Units: 20.7 percent Single-Family: 25.2 percent Multi-Family: 27.3 percent The decline puts the number of single-family units under construction near the middle of a very wide range of …
via Mike Maharrey For the second straight month, consumer borrowing was weak, indicating Americans might be close to their credit limits. Over the last several months, credit card spending has dropped, signaling that Americans may be running out of borrowing power. This is bad news for an economy that depends on consumers buying stuff to …
What collapse am I referring to? The ongoing economic collapse in China… China is trapped in the worst deflationary spiral since the Great Depression, and one financial expert believes it’s a downturn the Chinese regime will not recover from. In today’s video, we talk about what’s happening in China, how it’s spreading throughout the world, …
The surface numbers are holding. The real prices are not. In Q1 2025, the median list price for a newly built home in the United States was $448,393. That is down just 0.3% from the same time last year. On paper, the market looks flat. But the paper is lying. Builders are pulling every lever …
Multiple explosions reported in Tehran as Israel continues to conduct airstrikes. pic.twitter.com/A8k33MEUW8 — Faytuks News (@Faytuks) June 23, 2025 Son: “Why do we pay so much taxes!?” Father: pic.twitter.com/FDsvbySsAW — Heisenberg (@Mr_Derivatives) June 24, 2025 Did anyone tell Iran about this ceasefire deal? Lol pic.twitter.com/5B5AHFy2DX — Jesse Cohen (@JesseCohenInv) June 23, 2025 There is no …
The global easing cycle continues pic.twitter.com/2umptKG11j — The Long View (@HayekAndKeynes) June 18, 2025 Gold is increasingly on the radar of Wall Street heavyweights and influential economists. Just in the last 2 months: Jeff Gundlach (DoubleLine) calls gold a "Flight-to-quality asset". Kenneth Rogoff (Harvard) says "Gold is the new gold". David Einhorn (Greenlight) notes that… …
This was from Tulsi Gabbard less than 90 days ago. pic.twitter.com/Ekc1jjekoY — Murray 🇺🇸 (@Rothbard1776) June 16, 2025 Also Tulsi Gabbard “To all who voted for Trump bc of his antiwar rhetoric, it’s time to realize he lied to u. Stand with me against Trump’s Iran War!” — Tulsi Gabbard There is a tweet for …
L.A. Mayor Karen Bass threatens that there will be more violent rioting if President Trump continues to enforce immigration law.pic.twitter.com/4sHYfZ5Ylo — Kyle Becker (@kylenabecker) June 15, 2025 Two and a half minutes straight of Democrats calling for violence. The Democratic Party is the party of violence. pic.twitter.com/mCTd0CbCnJ — Libs of TikTok (@libsoftiktok) June 15, 2025
A federal appeals court has handed Trump a major victory, ruling that the United States can continue using tariffs to protect itself from foreign trade practices. The decision reverses a lower court ruling that had blocked Trump’s sweeping tariff policies, allowing his administration to maintain duties on imports from China, Canada, Mexico, and other nations. …
JPMorgan CEO Jamie Dimon just filed for his sale of 133,639 shares of $JPM at an average cost of $235.7 per share pic.twitter.com/7CenPjUkbW — Evan (@StockMKTNewz) April 14, 2025 Jamie Dimon sells about $31.5 million worth of JPMorgan shares (Reuters) -JPMorgan Chase & Co (JPM) CEO Jamie Dimon has sold about $31.5 million worth of …
🚨 #BREAKING: U.S. inflation continues to plummet. Wow. Look at that. Down, down, down. pic.twitter.com/HoVnJg79w0 — Eric Daugherty (@EricLDaugh) April 6, 2025 By the way, what happened to all the people panicking about egg prices five minutes after Trump took office?
The dumbing down of kids continues… The deliberate dumbing down of the population is for a specific purpose Control We are Brave New World h/t ProtectedHologram
💰Your Federal Tax Dollars: Politico: $34.3MNY Times: $50MAP: $19.5MReuters: $9MBBC: $3.3M — Mr PitBull (@MrPitbull07) March 30, 2025
🚨 “Ireland is my favourite tax scam – it’s gotta end” Howard Lutnick did not hold back in a recent interview. Rightly or wrongly he has Ireland directly in his sights. What is Plan B?? pic.twitter.com/9ThtlC24gL — Nick Delehanty 🇮🇪 (@Nick_Delehanty) March 21, 2025
BREAKING: NY AG Letitia James sues the Trump administration after freeze on federal funding The lawfare campaign against the President continues! pic.twitter.com/JIIpzYvhMa — Breaking911 (@Breaking911) January 28, 2025
by notayesmanseconomics This morning economic eyes are again looking East. Let us start with this from the Financial Times. China’s regulators sought to reassure markets on Monday as equities and the renminbi extended losses in a rocky start to the year, following weak economic data and geopolitical uncertainty ahead of Donald Trump’s inauguration. The Financial …
When it debuted a few years ago, Porsche’s Taycan broke records and shattered expectations of what an EV could be. Since then, though, times have changed, and public sentiment for EVs has cooled. Most recently, a perfect storm of variables has led to Porsche continuing to develop gas engines for many of its models and …
Corporate bankruptcies and defaults accelerating, unemployment continues to rise, and spreads blow out. Especially, after Powell said “we’ve avoided recession” and S&P Global is expecting the speculative-grade default rate to fall to 3.5% by September 2025. Moody’s pointed out… https://t.co/9tn3htvQQI pic.twitter.com/kPNU1t3OTz — WarnTracker 2.0 (@j77324) December 21, 2024 This is concerning: Non-farm payroll employment in …
Today's hotter-than-expected #inflation data, following similar news yesterday, is putting more downward pressure on #gold. But gold will soar when investors realize the Fed will keep cutting rates despite inflation, and return to QE, sending both inflation and gold much higher. — Peter Schiff (@PeterSchiff) December 13, 2024 Agricultural commodities have surged nearly 30% year-over-year, …
It’s a slap in the face that the Pentagon continues to tell the American people they don’t know who is flying the drones over New Jersey. I think the Pentagon absolutely knows, but they’re full of crap. And if they actually don’t know, these officials should resign in disgrace. Luckily, in just a few more …
by confoundedinterest17 CMBS delinquencies are on the rise. The delinquency rate for commercial mortgage-backed securities (CMBS) tied to office properties reached 10.4 percent in November 2024, approaching the 10.7 percent peak reached during the 2008 financial crisis. The ascent is the fastest two-year increase on record, with rates climbing 8.8 percentage points since late 2022, …
⚠️BRACE FOR MORE US JOB MARKET DATA REVISIONS⚠️ Nonfarm payrolls will likely be revised DOWNWARD by another ~300,000 jobs for 2Q 2024. This is according to the QCEW data released by the BLS. If this trend continues, it will turn out that August and October saw JOB LOSSES. pic.twitter.com/rA3cgv6En6 — Global Markets Investor (@GlobalMktObserv) December …
The trend away from legacy media continues https://t.co/fTPwKBRHzG — Elon Musk (@elonmusk) November 1, 2024 MSNBC producer Basel Hamden was caught on video saying they are “the democratic party’s mouth piece”. Calls viewers “brainwashed”. Basel Hamden was secretly recorded in his conversation where he makes several controversial statements revealing MSNBC does everything they can to …
(Bloomberg) — Gold traded steady near an all-time high as weak US data bolstered the case for deeper interest rate cuts. Bullion climbed to a record $2,670.57 an ounce earlier on Wednesday, before paring gains. A report on Tuesday showed US consumer confidence this month fell the most in three years. Swaps traders increased bets …
The operator of one of the world’s busiest seaports changed its entire landscape to handle its “precious cargo” of imported electric vehicles from China, including “constructing a dozen wind turbines on the quayside; on-site battery recharging options; quality control and a ruthless hunt for the slightest defect to deliver ready-to-use cars to customers.” Only to …
10-year Treasury yields being the highest relative to 2-year yields since 2022 indicates a widening gap. This is typically seen as a signal of improving economic conditions or inflationary pressures in the long term, as investors demand higher returns for holding longer-term bonds. Conversely, it can also suggest that the market expects economic challenges ahead, …
If this global selloff continues next week, it will be MOAC – Mother of All Clusterfucks. Powell falling downstairs juggling pies. pic.twitter.com/63u4m6hQ2N — Mac10 (@SuburbanDrone) September 6, 2024 That's the week. It was the worst week for Tech stocks in over four years, since March 2020. This is the chart of the week: pic.twitter.com/hPLnOSFkY3 — …
