Independent thinking for complex markets and current events
Famed hedge fund investor Steve Eisman, famous for predicting the 2008 financial crisis, now appears to be two-for-two. In an exclusive interview with Daily Mail, hours before President Donald Trump announced a pause on new global tariff hikes, Eisman said he expected ‘cooler heads to prevail’. At least for the time being, they have. On …
https://twitter.com/newstart_2024/status/1909996115799273649
With the global tariffs and the stock market chaos, Jamie Dimon states that a recession is on the horizon, warning that “we will see more credit problems than people have seen in a long time.” pic.twitter.com/HNmc9zZcW2 — Ian Miles Cheong (@ianmiles) April 9, 2025 Let’s just all admit it. The chances of a recession are …
The Border Crisis Is Over. “Bi-den! Bi-den! Bi-den! Bi-den! Bi-den!” “They should let us pass. We are calling out to Mexico and the U.S. and to Biden, the new U.S. president, to remind him of the presidential campaign promises he made, to make him aware we are here,” said one of them, Raul Pino Gonzalez …
If there was ever a “canary in the coal mine” moment for the next housing crisis, it’s that mortgage and insurance giant Fannie Mae maintains a secret mortgage blacklist. The Wall Street Journal broke the news on March 17 that Fannie Mae keeps a blacklist that includes condo associations it believes have too little property …
Far-left Maryland lawmakers, sitting high in their Annapolis castle, are completely detached from reality. They masquerade as public servants but are merely progressive activists who cannot govern properly. Instead of addressing the state’s incoming financial crisis and worsening power crisis, these woke lawmakers have focused on condoms for kids and other disastrous left-wing policies. It’s …
We are in a recession! ⚠️This is HUGE: 1.2 MILLION people lost full-time jobs in the US in February, the 2nd-highest reading since the 2020 CRISIS. This comes after January upward revision of 2.4 million due to historic population adjustment. Is the US job market cracking?👇https://t.co/3owdJozuXU — Global Markets Investor (@GlobalMktObserv) April 1, 2025 🚨US …
Liquidity moves markets. Everything else is just noise. That’s why Trump’s 20% tariff and the government spending cuts led by DOGE are setting off alarm bells. The U.S. is about to see a major shift in cash flow, and investors are paying attention. A blanket 20% tariff on all trading partners would push the U.S. …
from Kerry Lutz’s Financial Survival Network John Rubino is back. Gold and Copper Market Surge: Gold reached over $3,000 per ounce, hitting an all-time high alongside copper. Gold outperformed the S&P 500 since 2000 despite long periods of stagnation. Copper now recognized as essential for the energy transition and AI infrastructure. Mining Sector Growth: Mining stocks experiencing …
Gold rising isn't due to pleasantries and formalities; it's a warning of an imminent major financial event. pic.twitter.com/7FSUm3fXlo — The Great Martis (@great_martis) March 29, 2025
Something strange is happening with FHA loans, but you wouldn’t know it if you relied on mainstream media to keep you informed. The Wall Street Journal gave it a brief mention, and then—silence. No follow-ups. No investigations. No outrage. Why? Because exposing a financial disaster tied to government-backed loans doesn’t fit their narrative. But make …
It’s hard to ignore the mounting pressure as bond yields rise. Nations already drowning in debt face the harsh reality of even higher borrowing costs, pushing them closer to the brink. This isn’t a minor shift; it signals a major financial storm that looms on the horizon. Just look at the 10-year and 30-year Treasury …
Japanese 10-Year Bond Yield jumps to highest level since the Global Financial Crisis byu/RobertBartus inEconomyCharts https://twitter.com/leadlagreport/status/1905008623799177521
The United States is running on borrowed time—literally. The national debt now sits at a staggering $36.7 trillion, and every single day, another $8 billion is piled on. That’s not a typo. Eight billion dollars a day. This isn’t just bad bookkeeping; it’s a slow-motion catastrophe. Right now, the country is paying $2.4 trillion in …
Whose ready for the subprime burrito crisis of 2025. byu/tommos inwallstreetbets
by Mike Shedlock Union contracts are at the heart of the problem. Chicago coming up. Full Blown Crisis Please note L.A. city budget shortfall grows to nearly $1 billion, with layoffs ‘nearly inevitable’ L.A.’s financial problems exploded into a full-blown crisis on Wednesday, with the city’s top budget official announcing that next year’s shortfall is now …
We are 8% from the top – is that a "crash" ? pic.twitter.com/uQsEA0PYEn — Data Driven Stocks (@stockdatamarket) March 15, 2025
BREAKING: Putin agrees to the ceasefire but insists it must lead to lasting peace and the reversal of the original causes of the crisis. pic.twitter.com/zWmwRRL4Ud — Libs of TikTok (@libsoftiktok) March 13, 2025 This is completely backwards. He categorically does not agree with the US/Ukrainian proposals for a ceasefire; he's making his own proposal that …
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 corporate profits? pic.twitter.com/BdUhxNne6H — Eric Basmajian (@EPBResearch) March 13, 2025 Corporate profits reaching a record …
🚨US hiring is at CRISIS levels: The US hiring rate came at 3.3% in January, near the lowest level since the 2020 Crisis low of 3.1%. The rate has seen a similar decline as during the 2008 Financial Crisis. All while layoffs skyrocket. This is not a strong labor market. pic.twitter.com/MifjGnPzwN — Global Markets Investor …
by confoundedinterest17 Thank God President Auto Pen is out of office! Inflation? Lower real wage growth? Excessive personal loan growth?? All resulting in historic subprime auto loan delinquency rate of 6.6%. Auto Loan 60+ Day Delinquency Index
Regional banking crisis 2.0 🔜 pic.twitter.com/DBexyRFkNY — The Great Martis (@great_martis) March 10, 2025 Watch credit spreads here. A rapid move in high-yield spreads above 400 bps and pain moves from Wall Street to Main Street. If we get that, it becomes ugly quick. — Alf (@MacroAlf) March 10, 2025
Fewer hours worked means less money in pockets, and it signals weak labor demand. Yet the media still pushes the narrative of a “strong labor market.” ⚠️Americans work the LEAST hours since the aftermath of the Great Financial Crisis: Average Weekly Hours worked came at 34.1 in February, in line with the lowest level in …
Federal authorities have charged four defendants with operating one of the largest human smuggling rings in the United States. The indictment alleges that the transnational criminal organization smuggled around 20,000 undocumented immigrants from Guatemala to the U.S. via Mexico. The group is accused of holding individuals hostage, threatening violence, and being responsible for a fatal …
A shocking 2.3% drop in children is accelerating the collapse, pushing doomsday timelines forward by a century. Nearly a million more deaths than births each year. With 30% of the population over 65, the country’s youth shut out from marriage, and a crippling recession, Japan may be the first nation to literally disappear. 🚨🇯🇵 JAPAN …
JUST IN: RFK Jr. to investigate rising chronic disease: – Ultra-processed food– Electromagnetic radiation– Childhood vaccine schedule– Glyphosate & pesticides– Artificial food additives– SSRIs & antidepressants– Microplastics & more pic.twitter.com/ksgKHuOiGM — Libs of TikTok (@libsoftiktok) February 18, 2025 RFK Jr. is calling for accountability.
https://www.youtube.com/watch?v=WtZNBFcp1uw Job Hunting In 2025 Is HARD! Where Are All the Jobs? Unemployment CRISIS – TikTok Rants https://www.youtube.com/watch?v=QVVWlqLWh6E
A Florida lawmaker is warning that the condo crisis in the state could trigger the ‘next wave of homeless people.’ Mike Caruso, a member of the Florida House of Representatives, said rising condo fees would hit elderly residents on a fixed income the hardest. — Lawmakers are now grappling to find a middle ground between …
Steve Diggle, Founder of Vulpes Investment Management, discusses how to prepare for the next volatility “super-spike”.
