A hub for independent voices and hard truths
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 …
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, …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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, …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
by Jesse Felder Corporate insider trading activity has never been more bearish than it is right now. This should be especially concerning given the fact that aggregate insider activity is one of the best predictors of future earnings trends and …
If you work in a corporate job, just be aware, your performance doesn’t matter. Your raise was decided by the budget committee. If you want to see a big increase in pay you have to jump to another company. That’s …
