Independent thinking for complex markets and current events
Interesting realtor take on the current housing market: pic.twitter.com/ylC89h0jp5 — QE Infinity (@StealthQE4) June 17, 2026 Homebuilder confidence stuck in prolonged slump not seen since foreclosure crisis (TNND) — Another report pointed to weakness in the housing market, as builder confidence fell two points to a Housing Market Index reading of just 35 in June, …
Classic late-stage bubble behavior in full swing Moving from P/E to forward P/E wasn't enough bulls have now moved on to just guessing what revenue might be years from now to justify why current prices are not overvalued not a bubble though https://t.co/zDfr2igwOC — daz (@MetamateDaz) June 15, 2026 Bull markets typically end with good …
It’s not just blue-collar roles; white-collar, accounting, legal, and admin positions are now on the chopping block. Meta is reportedly cutting 8,000 roles, while Intuit is slashing 17% of its workforce. Microsoft’s AI chief predicts professional, computer-based tasks could be largely automated within just 12–18 months. Corporations aren’t hiding it, they’re bragging about efficiency …
Daniel @danielisdizzy Jeff Bezos called the current AI environment an “industry bubble.” We’re in a phase where every experiment gets funded. The good ideas, but also the terrible ones. Companies with no real product and a small team are raising billions from investors. That’s not normal. In 2000, when the Internet bubble burst, $AMZN crashed …
Paul Tudor Jones says the US is more dependent on equity prices than ever, and explains what a 35% correction would trigger in the economy: “We’re 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. If you think about the periodicity of significant …
American consumers have NEVER been this pessimistic about the economy: The University of Michigan Consumer Sentiment Index fell to 49.8 in April, the lowest reading EVER in over 70 years of polling, with declines occurring across all income levels, ages, and political affiliations. This comes as gasoline prices posted the largest monthly jump in pump …
by Michael What are we going to do when global food prices go absolutely nuts and hundreds of millions of people are starving all over the planet? Even before this war with Iran erupted, world hunger was already at an all-time record high. Now, so much of the oil, natural gas and fertilizer that the …
Now we have GS confirming current disinflationary trends already observed by Truflation and Fed Nowcast. https://t.co/JGKMtuq49F — Mr. VIX (@yieldsearcher) February 2, 2026 Crazy, Truflation is saying inflation is dropping like a rock 😐 pic.twitter.com/yyLSSGfqeZ — TT3 (@TradingThomas3) February 1, 2026
中国政局正经历近百年最大变局。张升民协助习近平完成军队北部权力重组后，随即被宣布在家中“自杀”。军委体系七人相继落马或死亡，集体制衡被彻底清空。表面仍是制度运行，实质只剩一人独掌军权。 pic.twitter.com/7Ee8Mq8Koc — 刘敏 (@liumin1988) February 1, 2026 Reuters and AP do not report that any current Central Military Commission vice chair was “found dead at home” or died by suicide, despite online posts spreading that claim. What is verified by multiple outlets is that Gen. Zhang Youxia, who served as a CMC vice chairman …
How ICE Already Knows Who Minneapolis Protesters Are Agents use facial recognition, social media monitoring and other tech tools not only to identify undocumented immigrants but also to track protesters, current and former officials said. On the morning of Jan. 10, Nicole Cleland was in her car trailing an Immigration and Customs Enforcement agent through …
Tariffs can’t pay for a $1.5 trillion military, farm bailouts, rebate checks, and the debt at the same time. That math only works if the real plan is borrowing first and explaining later. The bill always shows up after the applause. President Donald Trump proposed giving the Pentagon a 50% raise on its nearly $1 …
by Michael What do our Google searches tell us about ourselves? I think that many of you will be quite surprised by what I have to share in this article. “Google’s Year in Search” for 2025 has been released, and it is a doozy. The past 12 months have been so crazy, and the top search …
Millennials are "pro-socialist" because they think our current system is capitalism, e.g. the Fed inflates away workers' wages to redistribute wealth to asset owners. pic.twitter.com/FNFeJmgXuf — Anthony Galli (@AnthonyGalli) December 3, 2025
JUST IN: Republican Matt Van Epps is expected to win Tennessee's 7th District by just 7 points, a district Trump won by 22 points in 2024. Here are the shifts by county compared to the 2024 presidential election: Davidson: 25 points to the left.Dickson: 12 points to the left.… pic.twitter.com/WWyLHopcPn — Collin Rugg (@CollinRugg) December …
Authored by Mike Shedlock via mishtalk, What’s the matter with these people? Trump says the economy is humming. University of Michigan Consumer Sentiment University of Michigan Consumer Sentiment Please consider the University of Michigan Consumer Sentiment preliminary survey results for November 2025. Consumer sentiment fell back about 6% this November, led by a 17% drop in current …
🚨 Portland Trail Blazers coach Chauncey Billups has reportedly been arrested by the FBI over alleged illegal gambling, sources tell ESPN The feds were apparently building a RICO case on the NBA 👀 pic.twitter.com/rEF768h6L2 — Digital Daisy (@DigitalDaisyX) October 23, 2025 HOLEE SHIZZLES BATMAN‼️ 🚨 FBI Busts NBA Stars and Mafia Heads with Ties in …
The current situation of stock market byu/sebitian ininflation I thought I was watching comedy show. Oh wait… h/t sebitian
The Ukrainian leader said he agrees with US President Donald Trump’s proposal for an immediate truce with Russia Zelensky calls for ceasefire along current front lines Ukrainian leader Vladimir Zelensky has called for a ceasefire with Russia along the current front lines. He made the comment after US President Donald Trump issued a similar appeal …
Look, Grok is once again saying Speaker Johnson is lying: pic.twitter.com/VRvlOXy7le — Daniel Harder 🇺🇦 (@DanielHarder82) October 5, 2025 No, illegal immigrants are generally not eligible for Medicare or full Medicaid in the US. They may access limited emergency Medicaid for urgent care, but not routine coverage. This hasn't changed with recent 2025 laws, which …
More than 1,000 current and former employees across the Department of Health and Human Services (HHS) signed a letter on Wednesday morning calling for Health Secretary Robert F. Kennedy Jr.’s resignation. Addressed to Kennedy and members of Congress, the signatories accused the secretary of endangering the health of Americans. Save HHS, the group behind the …
Well, that was quite a surprise. We just got confirmation that inflation is picking up steam once again. That’s concerning news, because the cost of living has already been putting pressure on people nationwide. In fact, one recent survey found that 86 percent of Americans are stressed about grocery prices. But it’s not just food …
Japan is the (potential) black swan no one sees coming, which could derail the current (massive) U.S. stock market mega bubble. #carrytradeunwind #fireinacrowdedtheatre https://t.co/vvBZJSFdyR — Gordon Johnson (@GordonJohnson19) July 16, 2025 Japan's next 10-year government bond (JGB) auction is scheduled for August 5, 2025, and the next 30-year JGB auction is set for August 7, …
by confoundedinterest17 CC Rider! 30Y MBC Current Coupon (CC) spreads is widening. And metals are along for the ride! Gold and silver are soaring! What about Copper?
*FED STAFF SAW RECESSION “ALMOST AS LIKELY’ AS MAIN FORECAST *FED MINUTES: TARIFFS MUCH LARGER, BROADER THAN EXPECTED pic.twitter.com/GoXICkMydr — Investing.com (@Investingcom) May 28, 2025 Federal Reserve officials are raising concerns over inflation, tariffs, and the weakening labor market. The latest FOMC minutes reveal growing worries that inflation could remain persistent, forcing difficult tradeoffs between …
honestly, this is like February 2020 with absolutely no public awareness of what would hit within weeks (bonus – full thread starting Feb 2, 2020 for those who have any interest in watching a profoundly mishandled slow-motion trainwreck day by day: https://t.co/bewiFY9GSg) https://t.co/mbjjD8xGiz pic.twitter.com/OICJraFzlv — John P. Hussman, Ph.D. (@hussmanjp) May 4, 2025 (sigh)Tariffs went …
🇺🇸REP. KILEY: CALIFORNIA IS BLEEDING ITS CITIZENS DRY "California has the worst regulations in the country, the highest taxes in the country. It's been rated the top judicial hellhole in terms of litigation. He's making our citizens pay $9.5 billion this year for… https://t.co/XwPuLcHc6w pic.twitter.com/jVmcAQKnaS — Mario Nawfal (@MarioNawfal) April 19, 2025 🇺🇸 BEN AFFLECK: …
https://twitter.com/RealSaavedra/status/1910695152542154902 WASHINGTON – President Donald Trump officially handed his endorsement to Florida Republican Sen. Rick Scott’s “Sunshine Protection Act,” locking the clocks on Daylight Savings Time, which began March 9. “The House and Senate should push hard for more Daylight at the end of a day,” the president said Friday morning. “Very popular and, most …
$MSTR not good Bob pic.twitter.com/CwzNVaJ718 — Darth Powell (@VladTheInflator) April 9, 2025 $MSTR Saylor’s cost basis: $66,384.56 Currently: $75,702.10 This is gonna be interesting. pic.twitter.com/UI3OEwN6dc — Heisenberg (@Mr_Derivatives) April 9, 2025
https://www.cnbc.com/2009/09/14/the-financial-crisis-this-dayone-year-ago-sept-15-2008.html HOLY FUCK. This is worse than the nuclear option:https://t.co/bYpi0vI8Zl The good news is that I think the Fed will be cutting rates by next week when markets go into Trump Lehman mode this week. EM currency crisis on deck. pic.twitter.com/4eEtlOoUJh — Mac10 (@SuburbanDrone) April 2, 2025 The tariff announcement is already pushing #markets to …
Russia says it 'cannot accept' US proposal for Ukraine peace deal and issues fresh set of demands https://t.co/mo5uK4f4Bs via https://t.co/bW2q6pdcHt — Doris Bivings♏🦂🦃🎃💙💙❤❤🇺🇦 (@BivingsDoris) April 1, 2025 Russia is taking US proposals for a cease-fire in Ukraine “seriously” but can’t accept the deal as it stands, a senior Russian diplomat said Tuesday — suggesting peace …