A hub for independent voices and signals
BREAKING: New home prices in China's 70 major cities dropped -4.6% year-over-year in April. Existing home prices fell -6.8%, after a -7.3% drop in March. Chinese home prices have now declined for nearly 4 years STRAIGHT. Meanwhile, property investment declined …
Private Credit is where the next systemic financial risk is going to emerge from. Just a complete scam industry. Fake valuations. Pretending things are par when they are clearly not. Lending to garbage companies. And… it’s all being financed by …
How f*cked up is Canada? This f*cked. Why wait for care when you can k1ll yourself sooner. pic.twitter.com/qH1UmAKgxV — Ryan Gerritsen🇨🇦🇳🇱 (@ryangerritsen) May 19, 2025 Canada’s Medical Assistance in Dying (MAiD) program is set to expand in 2027, allowing individuals …
by Michael National governments around the world are collectively more than 100 trillion dollars in debt. The United States accounts for about 35 percent of that total, China accounts for about 16 percent of that total, and Japan accounts for about …
“Re the U.S. debt downgrade, you should know that credit ratings understate credit risks because they only rate the risk of the government not paying its debt. They don’t include the greater risk that the countries in debt will print …
The global financial landscape is shifting rapidly, with major economies facing mounting pressures. The United States, Japan, and China are each grappling with economic challenges that could reshape markets in the coming months. Investors are watching closely as debt concerns, …
Unemployment 20-29 (2 year associate academic):.6%Unemployment 20-29 (2 year vocational):5.2%#econtwitter further thoughts? — Ro Khanna (@RoKhanna) May 15, 2025 College was supposed to be the ticket. The path. The safety net that guaranteed something better. Parents took out loans. Students …
Does the debt get rolled over? How are CRE companies going to refinance their debts? What about corporate debt financed at the COVID lows near zero % that needs to be refinanced at 6%+? PE did it too How are …
Total household debt just hit a record $18.2T, up $167B in Q1. This isn’t prosperity. It’s survival—fueled by credit. Households aren’t thriving. They’re borrowing just to stay afloat. pic.twitter.com/jvqIHKvews — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) May 14, 2025 Total household …
Another major safe haven currency has exploded higher, not just in early April but here in early May. It’s gone so far already the local monetary authority has had to intervene. Over in Switzerland, the country report zero inflation for …
What TF is up with the Taiwan Dollar? pic.twitter.com/NLS1yDni51 — Nobody Special (@JG_Nuke) May 5, 2025 Pretty succinct overview of what’s going on. If the 1997 Asian Financial Crisis happened because Asian banks had too much USD liability mismatch, this …
End the Federal Reserve Comparing Costco Prices for the same items from 1997 vs 2025 – Mac and cheese $7.89 -> $14.84– Cheesecake $10.99 -> $19.99– Chimichangas $8.99 -> $17.99– Butter $5.49 -> $13.49– Hotdogs $5.89 -> $16.49– Ribeye Steak …
ESPN faces intense backlash after hiring Shannon Sharpe, despite a history of major red flags.
by Michael China is normally the largest export market for U.S. agricultural products. In a typical year, we sell tens of billions of dollars worth of agricultural products to the Chinese, but now that door has been slammed shut thanks to …
American ranchers have been battered by multinational corporations flooding the food supply chain with cheap beef imports from third-world countries, much of it ending up in supermarkets without consumers ever realizing it. Now, in a move to protect both consumers …
America’s pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constituents. Ted Siedle is a former SEC attorney. His firm, Benchmark …
The Silent Banking Crisis: Understanding the $482 Billion Time Bomb U.S. banks are currently sitting on $482 billion in unrealized losses on their investment securities primarily long-dated Treasuries and mortgage-backed securities bought during the 0% interest rate era. This figure …
The world has changed in unimaginable ways from the time the oldest baby boomers were born in the late 1940s to the 21st-century birth dates of Gen Z. From the end of the Cold War and 9/11 to the advent …
by confoundedinterest17 The good news? The US Treasury 10Y-2Y yield curve is normalizing to January 2022 levels. One the mortgage side, adjustable rate mortgage (ARM) share is the highest since the financial crisis (2008). As Trump continues to stand up …
Luke Gromen, Founder & President of Forest For The Trees joins James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth in discussing the outlook for economic growth, the U.S. dollar, inflation, monetary policy, and gold.
by confoundedinterest17 ARMs?? Adjustable-rate mortgages (ARMs) have climbed to the highest origination volume share since 2008 as the yield curve steepens and bank lending demand picks up. The majority of ARM lending goes to high credit borrowers with jumbo-sized loans, which …
The Trump administration’s aggressive deportation practices, whether sending alleged gang members to a notorious El Salvadoran prison or rounding up foreign students for opposing Israel’s war in Gaza, have led many pundits and others to raise the alarm about a …
US consumers are exhausted: Real income growth expectations of US consumers over the next 5 years are at record lows. Americans in the bottom-third income group now see record low ~18% chance of higher inflation-adjusted incomes in 5 years, By …
The economy is facing a storm of contradictions, and it’s beginning to show its cracks. As tariffs weigh heavily, the fear of inflation is creeping back into the market, even as the dollar is in freefall. The result? A liquidity …
Most of what you see in the headlines is not life itself. It’s a lens trained on the rarest of moments, zoomed in and sharpened for emotional effect. The world you live in, the one where you make breakfast, walk …
by Graham Summers, MBA Everything hinges on bonds. Forget the White House, forget the Treasury, forget the Fed. The bond market is in the driver’s seat. And if bonds don’t settle down, either A) the Trump administration will be forced to abandon …
German Economy Ministry: Due to declining orders and US trade policy, a noticeable weakening in the industrial cycle is to be expected in the coming months — FinancialJuice (@financialjuice) April 14, 2025 United States President Donald Trump’s trade policies are …
FHA delinquencies are skyrocketing, 15.11% of all FHA mortgage purchase loans are now DELINQUENT. This excludes the loans artificially brought current by placing the missed payments to the back of the loan. In 4Q2007 FHA overall delinquencies were LOWER at …
