Independent thinking for complex markets and current events
maybe the EU wants them to implode, so they can bail them out and enforce certain conditions? pic.twitter.com/e2gXVWbuuT — myuzumaki (@myuzumaki_com) August 27, 2025
The world is facing a profound challenge as maturing bonds pile up across many countries, and the ability to roll them over becomes increasingly uncertain. This is a crisis waiting to unfold, with countries forced into positions where they cannot meet their debt obligations without slashing bond values—known as a “haircut.” A haircut occurs when …
via creditbubblebulletin: Somehow, it staged a remarkable comeback. “Transitory” was spoken five times during the post-meeting press conference, twice by Chair Powell: “As I’ve mentioned, it can be the case that it’s appropriate sometimes to look through inflation if it’s going to go away quickly without action by us, if it’s transitory. And that can …
And everyone wants Trump or Bitcoin to save them…Madness of crowds and all — Чассен Комарова (@RUBICONCROSS2) December 27, 2024 BREAKING: Analysts warn Bitcoin will crash to $60,000 — WF (@WhaleFUD) December 27, 2024 Credit card debt hit another all time high. If you look at the second chart (red line) you’ll notice an interesting …
Simply, the whole topic could be summed up with this cartoon. Sadly the keyword and mindset in Europe is: “NO. IT’S IMPOSSIBLE.” But these matters are always nuanced so first, let's understand the full picture… pic.twitter.com/y2glFsZfCK — Alessandro Palombo (@thealepalombo) December 5, 2024 First, the salary gap is staggering. Senior software engineer compensation: • Silicon …
pic.twitter.com/HMUqSVgvTk — Simon Hornstein (@simonhornstein) October 16, 2024 For all its problems, America is still creating new wealth. Western Europe is just redistributing old wealth. — Joel Shepherd Author (@ShepJoel) October 16, 2024
Authored by Charles Hugh-Smith via oftwominds, The system has reached the limits of its adaptability. Everything else is entertainment. A great many people have immense faith in political solutions to looming crises: if only we elect new leaders, if only we replace current policies with new policies, everything would be fixed and the crises will …
ALL rate cut cycles that began with a 50 bps rate cut came during a crisis: 1. 2001, during the Dot-com bubble 2. 2007, during the Financial Crisis The Fed has sided with 25 basis point rate cuts at the start of every rate cut cycle, UNLESS the economy was in a major crisis. pic.twitter.com/NVVeNkDWXN …
via notayesmanseconomics We can start our look at China and its economy via this morning’s update on what is happening with inflation there. BEIJING, Aug. 9 (Xinhua) — China’s consumer prices gained mild growth in July as the domestic consumer demand continued to expand, official data showed Friday. The consumer price index (CPI), a main …
Can someone explain how fiscal deficits in Europe will be reduced as we go forward given accelerating deindustrialization and upcoming pensions and healthcare entitlements demographics crisis in Germany, Italy and Spain? pic.twitter.com/ZTpb3ctJbG — Michael A. Arouet (@MichaelAArouet) July 4, 2024 pic.twitter.com/Mpxprzyo1T — Michael A. Arouet (@MichaelAArouet) July 4, 2024
* The U.S. Stock Market is beginning to look as vulnerable as it was in 1974 (Nifty Fifty) and 2000 (https://t.co/kyaXDnq5WV) – similar periods of narrowness in market leadership and participation* The supporting actor in this cycle is market structure – in which traders,… https://t.co/V4VjlInhET — Dougie Kass (@DougKass) July 2, 2024 though we did …
Central banks were recently asked why they buy gold. Their responses were not surprising but reassuring. Almost 50% of respondents cited three main reasons: No default risk. Strong performance during crises. Historical significance. In reality, no other asset matches gold’s… pic.twitter.com/G982GBnL0q — Otavio (Tavi) Costa (@TaviCosta) June 22, 2024 Central banks have indeed been increasing …
Currency crises are destabilizing and horrible. The current setup is the most alarming I’ve witnessed during my career. It’s not today unreasonable to contemplate China stockpiling gold and commodities ahead of a currency devaluation. Seems reasonable for Asian economies, and EM more generally, to build inventories while they have the liquidity to do so. Reasonable …
Puerto Ricans faced a fuel shortage after a recent hurricane, with an oil tanker offshore ready to provide assistance. However, the US government prevented the oil tanker from docking due to the Jones Act, which prohibits non-US-built and -crewed ships from transporting goods between American ports. The Jones Act increases costs for consumers and exacerbates …
via naturalnews The fire that broke out on Franklin Avenue was a modest one. “It smelled like burning fuel, burning plastic,” said one Hollywood resident who lives nearby. That fire happened in the first neighborhood targeted by Inside Safe, an initiative created by Los Angeles Mayor Karen Bass to move homeless people off sidewalks and …
A sense of foreboding emerges as 91% of fund managers unite in the belief that interest rates are destined to fall. This unnervingly high consensus has historically preceded major market downturns, reminiscent of the Dotcom bear market in 2000-2001, the Global Financial Crisis in 2008, and the Covid panic in 2020. Adding to the apprehension, …
With each passing crisis, the scale of economic interventions grows, yet the challenge of maintaining real incomes in the face of eroding purchasing power remains. Reflecting on the past 40 years, it becomes clear that inflation’s compounding impact may lead to even more significant price increases in the future, highlighting the evolving nature of financial …
“US officials say” always mean CIA/someone wants you to know/believe. These things should be read with a grain of salt. Take into account that all those “crises” were specifically manufactured by the US itself, and from history we know that the US starts a war during serious economical turmoil to get rid of inflationary pressure. …
via thefederalist: By the time the “American Rescue Plan” was passed, there was already too much money chasing too few goods. Tons of people warned about the consequences of dumping more money into the economy. Even when inflation began inching up, Biden dismissed it — “no serious economist” is “suggesting there’s unchecked inflation on the way,” he said. …