Independent thinking for complex markets and current events
In July 2025, 71 large US companies filed for bankruptcy. That is the highest monthly total since the pandemic lockdown peak in 2020. June saw 66 filings, and May had 64. Source: https://x.com/KobeissiLetter/status/1955262243320541630 The year-to-date total now stands at 446 bankruptcies, already surpassing full-year totals for 2021, which had 405, and 2022 with 373. This …
Retail is buying the top. Insiders are selling the future. The S&P 500 is now trading at 3.15x sales, its highest valuation in history. $SPX Video: https://t.co/eJcpxsTX2d pic.twitter.com/cNKndmlmFR — Charlie Bilello (@charliebilello) August 10, 2025 Corporate Insiders are dumping as the stock market hits all-time highs 🚨🚨 pic.twitter.com/BOHwqeItU3 — Barchart (@Barchart) August 10, 2025 🚨US …
The One Big Beautiful Bill Act made employer student loan contributions permanently tax-free, with inflation adjustments starting in 2026. This removes the biggest barrier to adoption and is expected to accelerate uptake. Companies like Nvidia, Fidelity, and United Talent already offer monthly reimbursements ranging from $50 to $350, with lifetime caps between $10,200 and $30,000. …
Moody’s latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently reducing their exposures …
The warning signs are never loud. They come in quietly, with subtle changes that most overlook. A company does not flip a switch and lay people off the next day. It builds toward it slowly. And for those paying attention, the shift is obvious. It begins with silence in the careers section. Jobs that were …
Corporate insiders are selling shares at fastest pace since election last year. pic.twitter.com/VkxFnUwnvo — TT3 (@TradingThomas3) June 12, 2025 Investors are passing on stocks and flocking to the 4% yield in money markets even though the dollar is falling in value. Interesting. Lots of people have no interest in this market even though it rises …
US corporate profits just fell the most since the global financial crisis days ("GFC"). But, don't worry… all is well. pic.twitter.com/yTXi6TF7Sy — Gordon Johnson (@GordonJohnson19) May 29, 2025 Leading Economic Indicators look at the future.Lagging Economic Indicators look at the past. When we divide the Leading Index by the Lagging Index, we get a series …
The U.S. economy has officially entered a downturn, with the latest Q1 2025 GDP estimate confirming a 0.2 percent contraction. While this revision is slightly better than the initial 0.3 percent decline, it still marks the first economic shrinkage since 2022. This signals growing instability, with businesses and investors bracing for further turbulence. The primary …
1. The corporate downgrades and defaults are slowly rising. To put the current corporate environment in perspective, we reviewed the United States corporate default since 2020. – Moody’s estimates that credit conditions in 2025 will be challenging enough that the realized… pic.twitter.com/opYe22beKh — Unicus (@UnicusResearch) May 16, 2025 2 (a) – Distressed defaults are detrimental …
US Taxpayers subsidize Coca Cola $10 BILLION dollars every year Congress has been cleverly hiding the funding in the annual “Farm bill” “Congress subsidizes Coca Cola to the tune of about $10,000,000,000 of taxpayer money every single year — We have this scam, otherwise known as the farm bill, which really should be known as …
Oof. We just saw the largest foreign selling of US corporate bonds since the COVID crash. What are they seeing that they want to avoid? pic.twitter.com/TK73HzfR3w — Markets & Mayhem (@Mayhem4Markets) April 20, 2025
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 …
by confoundedinterest17 US tariff policies for the last 50 years represent a folly. Particularly since Presidents Obama and Biden (along with Chuck Schumer and Nancy Pelosi) did nothing to correct the enormous disparity in tariffs. Trump is trying to do something to right the ship before it sinks like The Titanic. Victor Davis Hanson wrote in …
In this trade war, both the U.S. and China have their advantages, but when it comes to holding out longer, the U.S. seems better equipped to endure. China does hold some significant cards. For one, Chinese households boast high savings, totaling 132 trillion RMB, and 92% homeownership, which could help buffer individual consumers in the …
Shares of Accenture tumbled about 7.3% after the consulting firm said efforts to tighten federal spending are starting to weigh on its revenues. Accenture is among the first of the U.S. corporate giants to get hit by the Trump administration’s so-called Department of Government Efficiency. “As you know, the new administration has a clear goal …
Markets are hanging by a thread, and most don’t see it coming. High-yield corporate bond spreads just spiked 60 basis points in a month—hitting a six-month high. Investment-grade spreads aren’t far behind, climbing to their highest level since September. These are stress fractures in the system, warning signs that something is breaking. 🚨WARNING🚨 S&P500 2008 …
Corporate Insiders are dumping shares at the fastest pace in AT LEAST the last 2 decades 🚨 pic.twitter.com/LyqZTw4h6N — Barchart (@Barchart) March 16, 2025 Corporate insiders are making their move. They aren’t just trimming their holdings—they’re dumping shares at a rate unseen in over twenty years. When the people running the companies start bailing out, …
Cullen Roche brings an important point to the table: the stock market’s negative reaction to tariffs is rooted in one major factor—margins. It’s not just about political strategies; it’s about how tariffs directly impact corporate profits. Tariffs are essentially a fee paid by companies at the border, and they either have to absorb this cost …
Corporate profits as a share of national income have increased to 15.7%, an all-time high. Compensation of employees as a share of national income is 62.1%, near an all-time low. Why has a larger share of national income accrued to corporate profits? pic.twitter.com/BdUhxNne6H — Eric Basmajian (@EPBResearch) March 13, 2025 Corporate profits reaching a record …
Despite the talk of a glowing economy, U.S. corporations are biting the dust left and right. Learn why this may only be the beginning.
Dow Jones Update Will the global trade war be the catalyst? pic.twitter.com/r0ICLuB9rl — The Great Martis (@great_martis) February 11, 2025 America 🇺🇸 must hit rock bottom before it starts to heal. Democrats did a lot of damage in those 4 years. Expect major turbulence in equity markets. — The Great Martis (@great_martis) February 11, 2025 …
The more you dig into the Consumer Financial Protection Bureau (CFPB), the clearer it becomes: this was never about protecting consumers. It was about creating a slush fund for the left, a financial pipeline disguised as “oversight” that funneled money straight into the pockets of activist groups. Think about this: The CFPB collects fines from …
The BIGGEST liars & spreaders of Misinformation & Disinformation is always;1. The Government 2. Corporate News Media The want to censor you on social media when you tell the TRUTH, not lies. The Oligarchy runs on Lies & is allergic to TRUTH, it’s their kryptonite. https://t.co/bFtzVb2LY9 — Jimmy Dore (@jimmy_dore) January 1, 2025
Private jobs are in full economic collapse already https://t.co/Id684m0Ubw — Darth Powell (@VladTheInflator) December 30, 2024 Way overstretched. The correction is going to be historic. https://t.co/bTDpnWMbqN — Uncle Milty’s Ghost (@his_eminence_j) December 31, 2024 Every time corporate insider buying reaches elevated levels, it has often coincided with stock market bottoms Right now, corporate insider buying …
Remember how I warned you all that after the election, we'd suddenly start getting "surprise" and "unexpected" downward revisions on all of the allegedly glowing economic numbers? 😎 Now watch corporate earnings and forward estimates revise down. — Uncle Milty’s Ghost (@his_eminence_j) December 30, 2024 PAY ATTENTION. Warning signs are EVERYWHERE. https://t.co/BiwXM5MWdj — Uncle Milty’s …
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 …
10 years at least to pay for lockdown. Increasing prices, increased tax, increasing inflation; all forms of tax repayment since Mar 2020 — Rob Moore (@robprogressive) December 20, 2024
Insider selling is highly correlated w/ disappointing corp earnings over the following 12 months Makes sense: insiders understand their companies' future prospects better than anyone Insider selling is at an extreme high now, so…..? (h/t @jessefelder) pic.twitter.com/vD72DH7ffL — Adam Taggart (@adamtaggart) December 17, 2024 Guess who's next? Pay attention. pic.twitter.com/4EU5zf71AT — The Great Martis (@great_martis) …
