Independent thinking for complex markets and current events
Multiple risk stack flagged, macro shock, private credit stress, AI valuation reset risk combined. Global stock markets are too high and set to fall, says Bank of England deputy “The thing that really keeps me awake at night is the likelihood of a number of risks crystallising at the same time – a major macroeconomic …
Post-COVID-19 Blood Supply Challenges: Requests for Blood from Unvaccinated Donors The COVID-19 pandemic posed unprecedented challenges to the US blood supply. Blood collection activities were significantly impacted, and donor participation decreased due to social distancing measures and cancellation of voluntary blood drives in response to stay-at-home orders issued by local, state, and federal governments, leading …
Angel investor Simon Dixon explains how the U.S. economy Ponzi scheme is approaching imminent collapse: “[This] is an absolute disaster.” “The only solution [now] is to print more money than Covid… more money than the global financial crisis.” “[The U.S. needs] to roll over $7 trillion of debt at either 4.5% or 5%.” This clip …
Status of COVID-19 As of 19 March 2020, COVID-19 is no longer considered to be an HCID in the UK. There are many diseases which can cause serious illness which are not classified as HCIDs. The 4 nations public health HCID group made an interim recommendation in January 2020 to classify COVID-19 as an HCID. …
What is often overlooked is that the Fed primarily controls demand-side inflation, not supply-side inflation. In other words, it can influence how much people borrow and spend, but it cannot directly increase supply, like producing more oil. This means that in the case of a supply-shock, as we are seeing now with energy prices, the …
The highly mutated SARS-CoV-2 BA.3.2 variant, which has been reported by at least 23 countries as of February 11, has been detected in nasal swabs collected from four US travelers, clinical samples from five patients, three airplane wastewater samples, and 132 wastewater surveillance samples from 25 states, per a study published last week in Morbidity …
by confoundedinterest17 Despite falling mortgage rates, analysts expected December’s drop in new home sales to accelerate in January… and accelerate they did… crashing a stunning 17.6% MoM (-2.7% MoM exp) – the biggest MoM drop since July 2013. This huge MoM drop dragged sales down 11.3% YoY – the worst slide in three years. Source: Bloomberg …
Brits must brace for energy RATIONING as Middle East chaos causes shortages, ex-No10 expert warns https://t.co/wcNsfx6Ee3 — Daily Mail (@DailyMail) March 16, 2026 Brits were today warned they must brace for energy rationing as the Middle East crisis continues. Former No10 energy expert Nick Butler said the effective closure of the Strait of Hormuz by …
3/3: “We won the war” 3/7: "We defeated Iran” 3/9: “We need to beat Iran” 3/9: "The war is very complete, pretty much" 3/11: “We need to beat Iran” 3/11: “We won but also we didn’t” 3/12: "We won the war" 3/13: “We won but also we didn’t” Today: “Iran is defeated!” https://t.co/EGfjzmJOFV pic.twitter.com/idUXjCYzsF — …
Pay attention. The Iran war is following the exact same playbook as Covid. Step by step. Every move is designed to reshape energy, money, and power while most people are distracted by missiles. Oil crashed sixteen percent in days. Suddenly the world is being told we need to move away from oil dependency. The International …
by confoundedinterest17 Global uncertainty hits an ALL-TIME HIGH. Higher than Covid, the 2008 financial crisis, and the dot-com crash COMBINED. You know what that means!
So we are in a position where : -COMEX going bust-AI bubble collapse after NVDA super earnings-BTC retests 4Q21 peak on ~69k$ and starts new wave down-Private Equity credit going bust-Housing market tanking-China entering next wave down after 2,5Ys of bear market rally to… pic.twitter.com/jl9ZJ8Dp9R — GregTheAnalyst (@Analyst_G) February 25, 2026 🚨 Google searches for …
The U.S. Supreme Court has declined to hear two cases filed on behalf of Air Force personnel who sought back pay and affirmation of their religious First Amendment rights after they were kicked out of the service for refusing to comply with the Defense Department’s 2021 vaccine mandate. The justices denied petitions Monday for Poffenbarger …
World champion decided to sell his collection after his wife was taken ill and needed major surgery following a covid booster vaccine Nigel Mansell, the 1992 Formula One world champion, has raised more than £82,000 for charity after auctioning off a lifetime of memorabilia, including a signed replica helmet from his title-winning season and a …
JUST IN: Federal Reserve just pumped $16 Billion into the U.S. Banking System with overnight repos. It’s the 2nd largest liquidity injection since Covid. I’m sure everything is fine. pic.twitter.com/ibiILTxvti — Andrew Lokenauth | TheFinanceNewsletter.com (@FluentInFinance) December 30, 2025 Banks promised to deliver silver they don’t actually own, like promising to give away 100 Tacos …
Effectiveness of incentives The most promising incentive option is guaranteed cash payments, which meet all our criteria when implemented well. A systematic review of vaccine promotion interventions recommends guaranteed cash payments, with an estimate that they increase uptake of vaccines by 8%.2 A trial in Sweden found guaranteed payments provided by researchers increased COVID-19 vaccination …
Flu cases are on the rise. Protect yourself and your loved ones. Flu shots and updated COVID-19 vaccines are safe, effective, and widely available. Schedule yours today: https://t.co/x4RBSr9CVN pic.twitter.com/b6xVW2FOo0 — Governor Kathy Hochul (@GovKathyHochul) December 16, 2025 Getting your COVID-19 booster should be simple. When the Trump administration tried to make it harder, I stepped …
Today we announced that the European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending marketing authorization of mNEXSPIKE® (mRNA-1283), a new COVID vaccine, for active immunization to prevent COVID-19 caused by SARS-CoV-2 in individuals aged 12 years and older. Today we announced that the European Medicines Agency's …
On average, only 15% of people refused the COVID vaccine 💉 15% who had the courage to stand firm, think for themselves, and say fuck no! That 15% showed real strength and conviction, staying true to their values! 💪 I’ve said it before, and I’ll say it again: I fucking… pic.twitter.com/vRYAtQbJle — Jeckov Kanani (@JeckovKanani) …
🚨Major development. The FDA just widened its Covid vaccine safety investigation to include adult deaths. pic.twitter.com/woPMvfPcfe — MAHA Action (@MAHA_Action) December 10, 2025 The Food and Drug Administration (FDA) is investigating whether the COVID-19 vaccines were associated with any deaths across all age ranges. “FDA is doing a thorough investigation, across multiple age groups, of …
There should be aDOJ investigation immediately and Covid vaccines should lose their FDA approval. There has been no accountability for all the vaccine injuries and deaths. It’s beyond maddening. https://t.co/8Ra4Uf1Yzc — Former Congresswoman Marjorie Taylor Greene🇺🇸 (@FmrRepMTG) December 3, 2025 Jun 02, 2025 at 04:30 AM EDT Marjorie Taylor Greene has spoken out against a …
by confoundedinterest17 Roll out the barrel! As in Fed money printing. How can the current housing disaster be fixed? One answer is to build more homes (made difficult by local government zoning and building policies). Another is increase household income. But Fed money printing is the easiest way to increase home prices. Since the Federal government …
This was the biggest October budget deficit on record, surpassing even the 2020 covid firehose https://t.co/VnYskEuXlF pic.twitter.com/8oFgNjtXU2 — zerohedge (@zerohedge) November 26, 2025 Good evening. Interest expense on US debt is now on an annual run rate of over $1.2 trillion. Have a great night. https://t.co/ehjkIuYXoS — James Lavish (@jameslavish) November 26, 2025 (Reuters) -The …
by confoundedinterest17 Housing after Covid. 2020. A year that goes down in infamy. The Covid outbreak and the government’s insane overreaction to it. Masks and massive spending, driving up housing prices. After 2020, mortgage originations plummeted while housing prices soared. US home prices took off like a scalded cat after the Federal government went on …
The last time this happened was in February 2020, before the COVID crash. pic.twitter.com/yCQ5wo4LNe — Subu Trade (@SubuTrade) November 13, 2025 It’s over. Your kids will never retire. pic.twitter.com/yoI8QiZJgy — Geiger Capital (@Geiger_Capital) November 13, 2025
Before covid, the average first-time homebuyer age never exceeded 33 years old. In 2025, it rose to a whopping 40. byu/Conscious-Quarter423 inInfographics The same generation that had affordable housing in their 20s is the same generation buying houses today. Because the average working class person cant save for the down payment in this market. The …
🚨 BREAKING: Truck hauling ‘aggressive’ monkeys carrying hepatitis C, herpes & COVID overturns in Mississippi Sheriff says all but one of the animals have been “destroyed.” pic.twitter.com/L9ss4ylJof — Breaking911 (@Breaking911) October 28, 2025 A truck hauling “aggressive” monkeys thought to be carrying hepatitis C, herpes and Covid-19 has overturned in Mississippi, with at least one …
by confoundedinterest17 September US home sales printed at 4.06 million units. The US still hasn’t recovered from the Covid 19 outbreak of 2020 and the Fed’s response to Covid. On the commercial real estate side, CRE prices remain below Covid 19 outbreak levels.
Institutional knows when to bail. They milked the housing game for all it was worth. Now we get to watch inventories rise as retail is left holding the bag. https://t.co/DWGLugCHZk — QE Infinity (@StealthQE4) October 21, 2025 🚨 *IT'S `PARTY LIKE IT'S 1999' IN CREDIT MARKETS: JIM CHANOS — *Walter Bloomberg (@DeItaone) October 22, 2025 …
The money printer hasn't run this hot since COVID. Global M2 money supply now ~$137T Was $129T just 6 months ago Gold has rallied in response. #Bitcoin seems to be lagging – just as it did in 2020. In 2020, the COVID money printer turned on in March. M2 grew +21% by EOY… pic.twitter.com/kGziTsGxR4 — …