Independent thinking for complex markets and current events
The AI industry just dropped some numbers that should terrify every executive who’s betting their company’s future on AI agents. Carnegie Mellon researchers put these systems through real workplace tasks, and the results are brutal. OpenAI’s flagship GPT-4o? Failed 91% of the time. Amazon’s Nova? A catastrophic 98% failure rate. Even Google’s best-performing agent failed …
The world is supposed to be all over the “sell America” trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto “sell America” here without any corroboration at all. Even FX modelers are confused by this insistence. What …
It looks like tough times could be on the horizon. ADP just posted its first negative print since March 2023: private payrolls dropped 33,000 in June. The labor market is contracting. pic.twitter.com/0YlIHDNwSz — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 6, 2025 Something is happening in the banking system. The Fed's Primary Credit Facility is about …
Many homebuyers, investors, and realtors are now wondering – will these Fed Rate Cuts stimulate the housing market? And cause more homebuyers to come back to the market? In this video, Reventure Consulting analyzes the data on home price affordability and finds that the U.S. Housing Market is a long way off from being affordable …
⚠️US stock market concentration Bubble is huge: The top 10 largest S&P 500 stocks reflect ~38% of the index market capitalization, just shy of a RECORD high. This is over 10 percentage points higher than at the 2000 Dot-Com Bubble peak. The market is dependent on few stocks. pic.twitter.com/7jfzEfhx6L — Global Markets Investor (@GlobalMktObserv) June …
Markets hit weekly high right after Israel strike but low summer liquidity could trigger another brutal crash… Oil is pointing to a new global deflation. That I predict will be outside of central bank control aka. a mass deleveraging event. pic.twitter.com/Srkj9RtjbJ — Mac10 (@SuburbanDrone) June 24, 2025 Today was the biggest down day for oil …
America’s most expensive housing market is right here in the bay area in Santa Clara county as far as large areas where people actually live. But even here the housing market is showing signs of cracking with inventory. Starting to pile up price is getting stale and more homes with the price cut than we …
Housing market and economic analyst, Amy Nixon, says that America is trapped in a demographic nightmare that could crash home prices and the economy, but will the ICE deportations make the crash even worse?
Echoes of 2008 stir on Wall Street… Just as in 2000 & 2007, when weekly unemployment claims start nearing 300K you can kiss the bull market goodbye. Mark it down. 💯 Chart from @profplum99. pic.twitter.com/bJffcNyvN5 — John (@market_sleuth) June 19, 2025 CRASH WARNING🛑 Dow Jones 2008 vs 2025 Likely or Unlikely? Study carefully; carefully study. …
“The U.S. dollar is likely to go down 25 to 50% over the next five years,” says Marko Papic, Chief Strategist at BCA Research. He tells Daniela Cambone that the driving force behind this decline is less about the loss of reserve currency status and more about fading U.S. economic outperformance. Papic also points out …
Picture 2008 again. The fear on screens. The system breaking. Now pause. The difference today is quieter and darker. The collapse arrives in data points, not alarms. Start with labor. The working‑age population between 25 and 54 is now shrinking in absolute terms. That means fewer workers, fewer new households, fewer buyers. Without a growing …
There’s always talk of a “car market crash” but what does does said crash actually look like? I think it’s 10-20% below invoice on most models. We’re starting to see deals like that. I think Jun, July and Aug will prove to be the BEST months to buy a new vehicle. I talk through the …
BREAKING: California Democratic Senator @AlexPadilla4CA just crashed DHS Secretary Noem’s press conference in LA and was forcibly removed. pic.twitter.com/Q2sUWiImAM — Bill Melugin (@BillMelugin_) June 12, 2025 Noem tells me she had a 10-15 minute meeting with Padilla and they swapped phone numbers. Says it was cordial and beneficial. He had concerns about ICE operations & …
This setup screams complacency. When everyone loads up on calls and forgets risk even exists, that’s when the rug gets pulled. S&P 500 $SPY Put/Call Ratio is at one of its lowest levels in the last 3 years 🚨Is it time to hedge? pic.twitter.com/aL0tqo3KTC — Barchart (@Barchart) June 12, 2025 BREAKING 🚨: U.S. Dollar$DXY could …
1 survivor walks out unscathed | Miracle survivor of Air India plane crash | #EXCLUSIVE #planecrash #AirIndia #AirIndiaPlaneCrash | @sardesairajdeep pic.twitter.com/mI183xD3EP — IndiaToday (@IndiaToday) June 12, 2025 pic.twitter.com/OokdObPVWI — Breaking Aviation News & Videos (@aviationbrk) June 12, 2025 Reports confirm that one survivor has been found from the Air India Boeing 787 crash in Ahmedabad2. …
Canada's private debt bubble, driven by real estate, now exceeds that of the US in 2008 and 1929, as well as Japan in 1991, as shown in the latest (Q3 2024) data and chart. Most will ignore this warning—why social cycles like the LongWave occur. https://t.co/ltrAoFKEz8 pic.twitter.com/nAUVlfUwhC — The Economic LongWave (@TheELongWave) June 10, 2025
They say the market is on borrowed time. Same chorus, same script. Recession around the corner. Credit markets flashing red. Consumers pulling back. Retail falling apart. Housing sliding. We’ve heard it for months. But the tape does not care. Every time you think it should roll over, it just keeps climbing. You want to know …
Elon is having a generational crash out byu/Status-Estimate6474 inWallStreetbetsELITE Elon Musk's net worth dropped by ~$34 Billion today his 2nd largest 1 day loss according to Bloomberg Elon is now down to his last $335 Billion pic.twitter.com/dLp17TjKhp — Evan (@StockMKTNewz) June 5, 2025 Whether you love him or hate him, you’ve got to give @elonmusk …
A tractor-trailer carrying honey bees crashed on Friday in Whatcom County, Washington, releasing approximately 250 million of the tiny pollinators. The truck was hauling over 70,000 pounds of pollinator hives when it rolled over around 4:00 a.m., CBS News reported. “The hives came off the truck shortly after 9 a.m., which freed the bees. The …
$HKD went from $12 to $2,555.$RGC went from $3 to $950. The crash is inevitable. Only a matter of time. pic.twitter.com/T9P3Q6B3h7 — Heisenberg (@Mr_Derivatives) May 30, 2025
Reporter asked Trump what he thinks about traders saying "Trump Always Chickens Out" Wouldn't be surprised to see a new, insane, tariff announcement by the end of the week pic.twitter.com/bMZi7lkRKT — BuccoCapital Bloke (@buccocapital) May 28, 2025 Trump brushed off the “TACO trade” jab—short for “Trump Always Chickens Out”—saying lowering tariffs brought global powers to …
from Kerry Lutz’s Financial Survival Network In this episode, Kerry Lutz and Lobo Tiggre explore the complexities of current market dynamics, expressing skepticism about the overly optimistic view of US-China relations and warning of potential market shocks. They delve into the future of autonomous vehicles, with Lobo recounting his experience with Tesla’s self-driving tech and its …
We need a stock market crash immediately pic.twitter.com/gsgDHOZ3P2 — Darth Powell (@VladTheInflator) May 16, 2025 This could not end well. pic.twitter.com/g8Lgm8YZso — tic toc (@TicTocTick) May 15, 2025
“Over the next 10 years, the U.S. dollar will lose 75% of its purchasing power, which is how we will fund the $100 trillion in off-balance-sheet liabilities,” warns Rick Rule, president and CEO of Rule Investment Media. In an interview with Daniela Cambone, he draws a parallel to the 1970s, when the U.S. faced high …
Epic shock, end of an era: The China car market of “growth and profits forever” has vanished for non-Chinese brands. Global automakers will sell 7 million fewer vehicles in China this year than they did in 2020. VW down a million cars. GM down a million cars. Jeep JV bankrupt. Suzuki out. Nissan deeply wounded. …
Exclusive footage captures a deadly car crash involving a stolen vehicle driven by juveniles, with three suspects still on the run. FOX45’s Vincent Hill has the latest details. Tune in at 10 P.M. https://t.co/FmzVCRkie3 pic.twitter.com/fuGl7n6wAu — FOX Baltimore (@FOXBaltimore) May 11, 2025 The Maryland governor was warned repeatedly about these juveniles being immediately released by …
Japan wage shock: Real wages plunge to -2.1% YoY, the worst in two years, and a deflationary disaster for the BOJ which puts a final nail in any hiking plans. If anything, BOJ should restart NIRP and boost QE (but it can't with Bessent watching its every move). pic.twitter.com/kAV3BNcQgR — zerohedge (@zerohedge) May 9, 2025
