Independent thinking for complex markets and current events
Nearly 40% of Russell 2000 companies are losing money, bringing back memories of the worst days of the 2008 crisis. This shows there is serious trouble brewing beneath the surface. By the second quarter of 2025, 42% of these firms reported negative earnings, way up from 14% twenty years ago. But it’s not just about …
Treasury volatility just hit rock bottom, the lowest since January 2022. The MOVE Index cratered. Fear? Gone. Hedging? Forget it. Market signals? Silent. Only a quiet calm that should scare you. “Volatility in the Treasuries market has dropped recently, with the ICE BofA MOVE Index falling to its lowest level since January 2022.” https://finance.yahoo.com/news/us-treasuries-volatility-gauge-falls-092845181.html Rates …
Bitcoin-backed loans are surging. Not as a hedge. As a new form of leverage. Same greed. New wrapper. “Twenty One Capital, backed by Cantor Fitzgerald and Tether, may begin issuing US dollar loans using Bitcoin as collateral… the company recently acquired about 5,800 BTC from Tether, pushing its total holdings to an estimated $5.13 billion.” …
The future just went full Black Mirror. When AI can mimic your voice and face flawlessly, “security” by voiceprint or video call becomes a joke. Passwords are about to carry all the weight, and even they won’t last long. via futurism: “OpenAI CEO Sam Altman is warning of an “impending fraud crisis” in which practically …
Hong Kong’s banking system just entered high alert. What began as a coordinated stablecoin rollout is now unraveling into something more serious. On July 22, internal communication circulated among Hong Kong’s monetary authorities warned of acute stress across token-backed reserves and real-time settlement chains. The letter outlined scenarios where liquidity could evaporate if collateralized redemption …
Two major markets, two VERY different conclusions and outlooks. The diverging views and prices revolve around what really happened in April. Was it a one-off overreaction to tariffs? Or was the deflation confirmation of more than just potential volatility? Both markets are doubling and tripling down on their separate views, each reaching record or near-record …
The claim that Russia secretly funded anti-nuclear environmental groups in Europe to make the EU more dependent on Russian gas might sound far fetched, but when you look at the results, Europe shutting down nuclear plants and scrambling for energy while buying Russian gas, it starts to make a disturbing kind of sense. And it …
New law awaits signature while chaos spreads. GOV. JB PRITZKER @JBPritzker needs to sign this law tomorrow. We need this for our communities, this has to END. I’ve literally had to create a team to remove squatters over the years, this shouldn’t be the case. END THIS NOW! pic.twitter.com/8MNLsdR5nK — Ja'Mal Green (@JaymalGreen) July 19, …
Here is a quick chart I mustered up today… The ‘1929 trendline’ it’s a seldom and scary situation! pic.twitter.com/RKKuuDqKEn — Beachside Bagholder (@dax_mccaskill) July 18, 2025 2008 vs. 2025 Overlaying gold prices for the same period is even scarier. The ingredients are present now; all that's needed is a catalyst. https://t.co/8r1GIWZ7ys pic.twitter.com/a38GnrtieH — The Great …
Independent analyses, ranging from Yale University to the Wharton School to the Congressional Budget Office, have each said that President Trump’s Big Beautiful Bill will add trillions of dollars to the U.S. deficit over the next 10 years. Yet, this year, the U.S. deficit is already exceeding 6 percent of GDP, a level roughly 63 …
Retail trading volume explodes to $6.6T shattering previous highs. Retail is going all-in on this market: Individual investors bought $155.3 BILLION of single stocks and ETFs in the first half of 2025, the largest semi-annual net inflows on record, according to Vanda Research. This exceeds the previous high of $152.8 billion hit in the first… …
The man who has ruled Russia with an iron fist for over two decades just went on national television and admitted his country is facing an economic crisis. That’s not Putin admitting a small problem – that’s Putin confessing the house of cards is finally collapsing. While the Kremlin pumps out propaganda about growth and …
CBC just reported Carney won’t meet his cabinet about Trump’s 35% tariffs until next Tuesday… meaning he’s staying on vacation. This is, by his own words, “the biggest crisis in Canadian history.” PM vacations through a trade war? CBC just reported Carney won’t meet his cabinet about Trump’s 35% tariffs until next Tuesday… meaning he’s …
Fed stress test hints at silent zero rate countdown…
by Michael Will the elite soon be able to order “designer babies” that are free from all genetic abnormalities and all genetic diseases because they have been created in a lab using “synthetic human DNA”? I realize that this may sound absolutely crazy to many of you, but we are dangerously close to such a …
by Michael Americans still love hamburgers and French fries, but they sure are a lot more expensive than they once were. In fact, as you will see below, the price of ground beef in the U.S. has risen 16.2 percent during the last 12 months. No matter how you look at that number, it is …
What collapse am I referring to? The ongoing economic collapse in China… China is trapped in the worst deflationary spiral since the Great Depression, and one financial expert believes it’s a downturn the Chinese regime will not recover from. In today’s video, we talk about what’s happening in China, how it’s spreading throughout the world, …
This is where we are RIGHT NOW and the banking crisis hasn’t even started yet – think about it, just think… @kshaughnessy2 https://t.co/Nf7XyLhn4P pic.twitter.com/J7A7OnKvXE — JustDario 🏊♂️ (@DarioCpx) July 2, 2025 “Horrible” is a euphemism at this point https://t.co/OFL7LHgPPs — JustDario 🏊♂️ (@DarioCpx) July 2, 2025 The delinquency trends for Core CRE (excludes multifamily, construction, …
by Michael The U.S. dollar just keeps getting weaker and weaker, and that is a major problem because our current standard of living depends on having a strong dollar. When the U.S. dollar is strong relative to other national currencies, our paychecks stretch farther and we can buy more stuff. Conversely, when the U.S. dollar …
by confoundedinterest17 I sure hope this isn’t a repeat of the financial crisis! But new homes for sale have ballooned to financial crisis levels. Home sales have dropped below year-ago levels, presaging likely declines in mortgage supply and turnover. With completed-home inventories hitting post-global financial crisis (GFC) highs, regional surpluses are emerging as key home-price …
Border Patrol blasts Biden-Harris over immigration. THIS IS: One of the most shocking testimonies ever delivered in Congress in United States history. “I state without reservation that the United States federal government under Joe Biden and Kamala Harris is the world's largest child sex trafficking organization in modern… pic.twitter.com/91Xjm5NnMP — 🇺🇸RealRobert🇺🇸 (@Real_RobN) June 25, 2025
Layoffs surge 80 percent over last year. U.S. employers announced almost 100,000 job cuts in May, up 47% from the same month last year Read more: https://t.co/eblFmoiRIQ — unusual_whales (@unusual_whales) June 26, 2025 Massachusetts closing in on 5% unemployment is a major canary in the coal mine. https://t.co/0CAtRANQl4 pic.twitter.com/o1ErSondtS — Sold At The Top (@soldatthetop) …
BREAKING: The US Treasury posted a $316 billion budget deficit in May, the third-largest on record. This comes as total government outlays rose 3% from YoY, to $687 billion, per ZeroHedge. And, while tariff revenue surged 270% YoY, to a record $23 billion, it barely made a dent in the deficit. In the first 8 …
Peter Schiff and Andy Brenner on Federal Reserve policies, inflation forecasts, and the economy’s future. Schiff critiques Fed Chair Powell’s uncertainty and predicts higher inflation and weaker economic growth, arguing for higher interest rates to correct the long-term damage caused by prolonged low rates. Brenner warns of a weaker labor market and anticipates multiple interest …
Did Trump say Rare Earth problem is solved?China confirmed it is approving export application. That means export is being controlledEarly reports show no rare earth for military use has been approved https://t.co/2Azg3aK8DP — David Lee (@DavidLe76335983) June 19, 2025
*SWISS CENTRAL BANK CUTS KEY INTEREST RATE BY 25BPS TO 0.0%, LOWEST SINCE JUNE 2022$CHF 🇨🇭🇨🇭 pic.twitter.com/Ajfw639gAz — Investing.com (@Investingcom) June 19, 2025 Zero yields are back! For those who believed zero and negative interest rates were something of the past. It already happened again, even without a new economic or financial crisis. The Swiss …
