Independent thinking for complex markets and current events
via Oil Price: Commercial oil inventories are being drawn down at an unusually rapid pace to compensate for supply losses linked to the closure of the Strait of Hormuz. The world could soon approach operational inventory thresholds where supply chains become stressed, volatility rises, and fuel shortages emerge. Markets remain overly optimistic about a quick …
Hammack drops the bomb that rates need to stay put but hike risk just jumped Zandi ties the whole mess to Iran dragging on with oil shock hitting hard People scream the fed tool breaks against geopolitics and congress spending Berkshire style cash hoarding screams smart money sees the trap coming Regular families watch inflation …
The final countdown is on for this historic stock market rally as the S&P 500 and Nasdaq 100 push into extreme territory that eerily echoes the 1999–2000 dot‑com bubble. In this Stock Market Report, I break down why big voices like Michael Burry and Paul Tudor Jones are sounding the alarm, even while AI stocks …
The Iran war is now in its seventh week, and President Trump has ordered a naval blockade of Iran. The blockade is scheduled set to start at 10am ET today. Get the latest on the Iran war and the countdown to the start of the naval blockade of Iran in our live breaking news coverage. …
Trump warns Iran time is running out. Donald Trump has warned Iran that “time is running out” to negotiate a deal on its nuclear programme following the steady build-up of US military forces in the Gulf. The US president said a “massive Armada” was “moving quickly, with great power, enthusiasm, and purpose” towards Iran, referring …
WASHINGTON — President Donald Trump signed legislation Wednesday that compels his administration to release files on convicted sex offender Jeffrey Epstein, bowing to political pressure from his own party after initially resisting those efforts. Trump could have chosen to release many of the files on his own months ago. “Democrats have used the ‘Epstein’ issue, …
No one is calling it a war yet. But the Caribbean looks like the start of one. The U.S. has ships in places it hasn’t parked them in years. The air out of Puerto Rico hums all night with heavy engines. Crews on the water talk about a storm that already started, just not on …
The countdown is on, and there is no more wiggle room. October 14 is more than just the start of a new tariff schedule, it’s the first of nine shocks set to hit before November 30. Each date brings new tariffs, deadlines, or legal triggers designed to disrupt supply chains, pressure importers, and enforce compliance …
Why Palantir Technologies (PLTR) Shares Are Sliding Today? What Happened? Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) fell 3.9% in the afternoon session after the U.S. Army warned of ‘very high risk’ and ‘fundamental security’ problems in a new battlefield communications network being developed by companies including Palantir.
In 2022, people watched prices surge and blamed gas stations and grocery stores. Today feels different. Prices are still high, but the real concern has shifted. The fear now is not about inflation today. It is about trust tomorrow. People are no longer just worried about paying more. They are starting to wonder whether the …
by Tough_Storage_848 Considered by the FEDs to be one of the most reliable recession indicators, the 10Y/3M yield curve just un-inverted on Apr 10, and nobody here seems to be noticing this. Historically, if 10Year yields < 3Month yields, an inverted yield curve, typically indicates imminent recession within 6 months. It has successfully predicted every US …
The inversion of the yield curve, particularly the 10-year versus 2-year yield, is often viewed as a signal of an impending economic crisis or recession. When the yield curve un-inverts, it can suggest a shift in market sentiment, potentially indicating that investors are more optimistic about future growth or that short-term rates are declining. AC
by Michael We are closer to the unthinkable than we have ever been, but I have noticed that concern about global war has fallen to an exceedingly low level in the western world. Many people are just having a good old time as if they didn’t have a care in the world, and meanwhile global leaders …
THE COUNTDOWN TO TUCKER’S PUTIN INTERVIEW HAS BEGUN https://t.co/mOiebOhiXR pic.twitter.com/Ix0mzkPDMq — Mario Nawfal (@MarioNawfal) February 8, 2024
by Michael It is becoming clear that the U.S. is going to be heavily involved in the war in the Middle East, and it is becoming clear that this is going to mean a direct confrontation with Iran. Are you ready for that? Are any of us really ready for such an apocalyptic scenario? Hamas …
Permanent job losses have been on the rise A spike in this metric has sysmtematically led to a recession Current rate of increase is comparable to: – Dot Com bubble– Financial Crisis– Pandemic All three instances experienced significant economic downturns, Resulting in… pic.twitter.com/yB2EPvxOV6 — Bravos Research (@bravosresearch) October 18, 2023 60bps away from starting our …
These massive intra-day reversals we've been seeing lately are a result of institutions dumping Tech stocks en masse. A process known as "distribution" i.e. selling to retail late money. Here we see (Chaikin) money flow has collapsed. Note the difference from the last top: pic.twitter.com/IrPaM0TglA — Mac10 (@SuburbanDrone) August 10, 2023 This chart sums it …
Buckle up. https://t.co/chFvOntM28 pic.twitter.com/vpe6MGyW04 — Financelot (@FinanceLancelot) July 5, 2023 https://twitter.com/FinanceLancelot/status/1676942029039837185