Independent thinking for complex markets and current events
Nine months later, China’s bazooka has totally flopped. We have all the proof necessary. But the “stimulus” failure is not even the biggest takeaway. The full story behind it starts with banks, detours into massive volatility in Hong Kong, before ending up with zombies. Seriously.
Fox News releases powerful footage showing the aftermath of Iranian attacks in Israel, calling it an unprecedented crisis. They report that Israel has never experienced a situation this severe, with officials warning they are now in a fight for their survival. "What we are… pic.twitter.com/IwClO9l6N4 — Shadow of Ezra (@ShadowofEzra) June 15, 2025 🇮🇷 IRAN …
The political arena today is a wasteland. There are no heroes left to speak of. What remains is a parade of self-serving opportunists who have long abandoned any semblance of principle or vision. Their only mission is to cling to power, no matter the cost to the country. It does not matter to them that …
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 …
Spike in rates at the open 🤔 Would have expected the opposite. Treasuries aren’t the “safe haven” that they used to be. pic.twitter.com/xDfTOaK8I4 — QE Infinity (@StealthQE4) June 13, 2025 The Dollar being down is really the most shocking PX from tonight. We really aren’t a safe haven anymore. We are a joke. Sad. pic.twitter.com/RUpV42F35g …
South African gold output has plummeted 80%, and it’s just one part of a much bigger story. As central banks hoard bullion while mines shut down for good, we’re in a new era of gold supply. Here’s what happens next… By Peter Reagan Your News to Know rounds up the most important stories about precious …
What we’re witnessing isn’t just another agricultural downturn – it’s the systematic collapse of the most powerful food production system the world has ever known. From the cornfields of Iowa to the wheat plains of Kansas, from the soybean farms of Illinois to the cattle ranches of Texas, American farmers are making a decision that …
“It should be a wakeup call in Washington but we’re not seeing that kind of reaction yet.” The US saw debt crisis indicators over the spring but it is not yet on the precipice of a full economic crash, says commentator Noah Rothman.
During the GFC, we saw a noticeable crossover when part-time work increased and full-time work declined. Over the past year, we’re seeing a similar crossover slowly form. 👇🏼 pic.twitter.com/uez8lZaGWP — Kalani o Māui (@MauiBoyMacro) June 10, 2025 Full-time workers -623KPart-time workers +33K — zerohedge (@zerohedge) June 6, 2025 2/ The leading economic indicators (LEI) index …
JUST IN: 🇺🇸 California Governor Newsom says he's suing President Trump's administration over national guard deployment. pic.twitter.com/VzlMWT9SUn — Remarks (@remarks) June 9, 2025 JUST IN – 500 U.S. Marines ready to deploy to LA, says USNORTHCOM. pic.twitter.com/MB12A2BvPt — Disclose.tv (@disclosetv) June 9, 2025 It seems you blame Trump for every Crisis in California. 1. California …
And you thought 2008 was a crisis. pic.twitter.com/FOYjaRAogm — The Great Martis (@great_martis) June 7, 2025 Favorite trades: Goldman: short dollarMorgan Stanley: short dollarDeutsche Bank: short dollar JPMorgan: short dollar — zerohedge (@zerohedge) June 7, 2025 Silver is breaking out from a 45 year formation and people are locking in profits on day 1. This …
April came with blood on the screen. Stocks sold off, yields surged, and the Fed kept its poker face. Retail panicked. But one group didn’t buy the dip: hedge funds. They saw the trap. Or at least they thought they did. They didn’t touch equities. Instead, they went after bonds with a vengeance. Hedge Funds …
19 states have signed onto the @COSProject which calls for a Convention of States. pic.twitter.com/naZreX58Xf — DataRepublican (small r) (@DataRepublican) June 6, 2025 The movement for a Convention of States is gaining momentum. Nineteen states have officially signed onto the COS Project, calling for an Article V convention to rein in federal overreach and impose …
Wait…..do some people not know this is a bigger worse bubble than 2008? Really? https://t.co/n0BoMr4VK8 — Darth Powell (@VladTheInflator) June 2, 2025 BREAKING 🚨: U.S. Housing Market Home Sellers are now sitting on $700 Billion worth of inventory, the largest amount ever recorded 👀 pic.twitter.com/CSW9jrLjK0 — Barchart (@Barchart) June 2, 2025 We need a nice …
Remarkable chart. Spending on computer equipment just made its largest contribution to GDP on record in the most recent quarter. Unlike the steady buildup we saw in the 1990s, this time we’re seeing a sharp, sudden surge. I don't think the world is prepared for the surge in… pic.twitter.com/oe8pzP6CuB — Otavio (Tavi) Costa (@TaviCosta) May …
by Michael Did you know that we just witnessed the largest decline in U.S. imports in the entire history of our nation last month? Unfortunately, things didn’t get any better this month. In fact, during the final week of May imports at major ports on the west coast are down by almost a third compared …
US corporate profits just fell the most since the global financial crisis days ("GFC"). But, don't worry… all is well. pic.twitter.com/yTXi6TF7Sy — Gordon Johnson (@GordonJohnson19) May 29, 2025 Leading Economic Indicators look at the future.Lagging Economic Indicators look at the past. When we divide the Leading Index by the Lagging Index, we get a series …
2/ Japan’s 30-year bond yield just hit 3.14%, an all-time high. The 40-year? A record 3.6%. Why? A failed bond auction—no one wanted the debt. That’s dangerous. https://t.co/uHGaZh41mF — Neil McCoy-Ward (@NeilMcCoyWard) May 28, 2025 4/ Meanwhile, U.S. 30-year yields breached 5% last week. That pushes up mortgage rates, car loans, and credit costs. And …
2/ The S&P 500 just broke above its 200-day moving average – one of the market’s most important resistance levels Investors are celebrating a temporary trade deal between the US and China, hoping it leads to a broader agreement But consumer sentiment is telling a different… pic.twitter.com/VEzmH0Wuyy — Bravos Research (@bravosresearch) May 28, 2025 4/ …
The latest data from the Federal Reserve Bank of New York reveals a troubling trend, borrowers are falling behind on payments at an accelerating rate. This is not just a temporary setback. It is a clear sign that financial stress is mounting for millions of Americans. Mortgage delinquencies climbed from 0.70 percent in Q4 2024 …
🚨BREAKING: Sources claim that Harvard is facing an "existential, perhaps untenable crisis" over losing federal contracts. pic.twitter.com/PAwvIutxgD — Derrick Evans (@DerrickEvans4WV) May 28, 2025
Canadian 🇨🇦 cities by income needed to buy a home (March 2025): 1. Vancouver: $223,9002. Toronto: $211,3003. Victoria: $176,3004. Hamilton: $147,3005. Ottawa: $134,9006. Calgary: $118,6007. Montreal: $108,9008. Halifax: $94,6009. Edmonton: $93,70010. Winnipeg: $74,600 — Made In Canada (@MadelnCanada) May 27, 2025 Ontario’s mortgage delinquency rate has hit an all-time high, revealing deep financial distress among …
Governor Ron DeSantis is calling out Congress for failing to implement spending cuts identified by Elon Musk’s Department of Government Efficiency (DOGE). The initiative was designed to slash wasteful spending, but lawmakers have yet to act. 🇺🇸 GOV. RON DESANTIS: NOT ONE CENT IN DOGE CUTS, CONGRESS FAILED "A trillion-dollar deficit is a tax on …
🚨 U.S. FARMERS SOUND THE ALARM: OUR LAND IS BEING POISONED 🚨 🔴 Across America, farmers are warning that their soil and water are being contaminated by “forever chemicals” — toxic compounds that never break down and accumulate in the food chain. 🧪 PFAS, sprayed on fields… pic.twitter.com/oQ7qTl4s3r — Jim Ferguson (@JimFergusonUK) May 26, 2025
Japan is at the heart of the global rise in long-term yields. To be honest, I'm surprised the rise has been allowed to be as rapid as it has. At 240% debt to GDP, Japan really can't allow long-term yields to keep rising the way they have. This is where fiscal dominance is acute. pic.twitter.com/a118IbKVk8 …
from Kerry Lutz’s Financial Survival Network In this explosive episode of the Financial Survival Network, Kerry Lutz welcomes back financial analyst John Rubino to unpack the global economic and geopolitical chaos brewing beneath the surface. Rubino warns that rising interest rates are pushing indebted nations—especially the U.S., Japan, and Europe—into a deadly fiscal spiral. With 30- and 40-year …
This is an undeniable sign a financial crisis is already unfolding…
Builders are sitting on more houses than they can sell, and that could spell trouble for the entire housing sector. We currently have the most homes for sale in the sunbelt in US history. This would be front page news if they didn't think it would cause a panic pic.twitter.com/FyhTIZu5ka — Darth Powell (@VladTheInflator) May …
‘Japan’s Top Life Insurer Says Unrealized Bond Losses Tripled.’ This Bloomberg headline sounds familiar, right? Back in March 2023, several US regional banks, including Silicon Valley Bank and later First Republic Bank, collapsed when ‘unrealized losses’ became realized losses as people got their money out. Did the system collapse? NO! Why? Because the Federal Reserve …
Right now, Japan is facing what might be its most severe economic crisis since World War II. Angry protesters are gathering outside government buildings in Tokyo, shouting “We are not your ATM!” Rice – the cornerstone of Japanese culture – has disappeared from supermarket shelves. Families are surviving on rice seasoning because they can’t afford …