Independent thinking for complex markets and current events
“People are yet to understand that we have a macro hedge fund manager running the Treasury, not an ex-Central Banker. He deeply understands liquidity impacts and how to drive financial conditions to drive liquidity and how that in turn drives the economy and markets. His entire strategy is to lower the three legs of Financial …
Attention Bitcoiners: You guys are running out of time. Most of you are too young and inexperienced to recognize what the markets are telling you. The Bitcoin bubble has popped. Real gold is in and digital fool's gold is out. You fail to recognize this shift at your own peril. — Peter Schiff (@PeterSchiff) March …
Corporate Insiders are dumping shares at the fastest pace in AT LEAST the last 2 decades 🚨 pic.twitter.com/LyqZTw4h6N — Barchart (@Barchart) March 16, 2025 Corporate insiders are making their move. They aren’t just trimming their holdings—they’re dumping shares at a rate unseen in over twenty years. When the people running the companies start bailing out, …
Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle. pic.twitter.com/RBPe57F9dU — Otavio (Tavi) Costa (@TaviCosta) March 13, 2025 This is your irregular reminder that you don't hold enough gold in your portfolio. pic.twitter.com/GKrFjZsmky — Bob Elliott (@BobEUnlimited) March 14, 2025 …
Silver could reach $47 – 52 price target on the next advancing cycle – here is why… I expect gold to rally up to 15% in the present advancing cycle before it tops. Usually silver moves x2 to gold, but in parabolic stages, silver could move up to x4. Gold advancing to $3,400… — Rashad …
The numbers tell an undeniably disturbing story. The U.S. national debt is on track to approach 100% of GDP this year, a massive surge from just 36% in 2005. To make matters worse, projections show that by 2035, the debt will reach an unimaginable 118.5% of GDP, driven by soaring debt costs and a never-ending …
Saylor is going to be the catalyst that ends this cycle. Spectacularly, like GBTC/3AC. It's all going to feel extremely obvious in hindsight. Until that moment, higher lol. — badenglishtea (@badenglishtea) December 11, 2024 Yup, same will happen with the bitcoin bill they're trying to get tax payers to buy the non productivity crap bitcoin. …
**Tether Alert** The idea that Wall Street is embracing Tether and Bitcoin is much clearer.The more Tethers are being bought, the higher Bitcoin goes. The higher Bitcoin goes the more Tethers are being bought. As Tether grows in size the more US Treasury debt is being… https://t.co/SwF1Ha6rQf — bob coleman (@profitsplusid) November 13, 2024 The …
Legendary financial and geopolitical cycle analyst Martin Armstrong says we are getting down to the wire with the 2024 Election, and the Deep State Dems are in panic mode. Could we have a false flag, martial law, debt crisis, default, war or all of the above? Armstrong says, “They want war. There is no question …
by confoundedinterest17 We are in the jungle. And its a bungle in the economic jungle. Existing home sales disappointed (yet again) in September, declining 1.0% MoM (vs expectations of a 0.5% MoM rise). August’s 2.5% MoM drop was revised up to a 2.0% MoM drop, but still left existing home sales down 3.5% YoY… Source: Bloomberg Total sales …
Global Liquidity entering the next bullish phase in a long-term cycle pic.twitter.com/sGPKyymZZh — Barchart (@Barchart) October 6, 2024 #GOLD formed another inside bar and is poised for its next big move. However, it needs to break above record levels to confirm the setup.#XAUUSD pic.twitter.com/pPRpRlyxj7 — Gold Predictors (@GoldPredictors) October 5, 2024 Another inside bar in …
Hopefully. This is disgusting and needs to regress to the mean pic.twitter.com/qU2EOpjj5O — Jesse From NJ (@whiteneck81) September 24, 2024 ⚠️CHINA UNLEASHED THE BIGGEST STIMULUS PACKAGE YET TO BOOST THE CRATERING PROPERTY MARKET AND THE ECONOMY⚠️ 1) The People’s Bank of China cut mortgage rates for individual borrowers as well as its Reserve Requirement Ratio …
via Reuters A look at the day ahead in Asian markets. If deepening gloom around China and a surging Japanese yen are the local market drivers in Asia, the Fed’s upcoming interest rate decision hangs heavily over world markets as growing hopes for a 50 basis point cut push the dollar to new lows for …
by Tom McClellan A lot of people are going to resist accepting the message of this week’s chart, but I am going to show it anyway. There is a strong positive correlation between the US unemployment rate and the monthly sunspot count. The trick is that I am using a 36-month forward offset in the …
In June, construction industry saw largest increase in layoff announcements per @ChallengerGray … hasn't seen a spike that large since September 2007 pic.twitter.com/6zee9KAtVf — Kevin Gordon (@KevRGordon) July 3, 2024 Continuing claims a new cycle high Approaching 1.9mm #MacroEdge https://t.co/sDxirI4NOC pic.twitter.com/Rod0M3P2mT — Don Johnson (@DonMiami3) July 3, 2024 Nice little pop in job openings in …
Business cycle be cycling in Canada Tiff didn’t cut the rate just for fun #MacroEdge pic.twitter.com/ZZj11xvipD — Don Johnson (@DonMiami3) June 18, 2024 At least one thing going up in Canada pic.twitter.com/t2YfauFnnd — Michael A. Arouet (@MichaelAArouet) June 16, 2024
https://twitter.com/CitizenFreePres/status/1800586156125647292
by confoundedinterest17 Not so Sweet Home Chicago! After unexpectedly slumping last month to 37.9, the Chicago PMI index cratered even more unexpectedly in May, when it defied hopes of a rebound to 41.5, and instead tumbled even more, sliding to a cycle low of 35.4 which was not only below the lowest estimate, but was staggeringly low. To …
We have fully realized the vision where GDP grows and bottom half gets none of it. Not technically a recession. Most Americans falsely think the U.S. is in recession According to a new Guardian/Harris poll, 56% of respondents said they believe the U.S. is in a recession. A recession is an extended period of economic …
Tucker Carlson’s scathing expose reveals how credit card companies exploit Americans with hidden fees, driving them into debt. Senators Vance, Marshal, and Hawley lead the charge for change with the Credit Card Competition Act, aiming to alleviate the burden on consumers. Meanwhile, alarming spikes in delinquency rates at major issuers like Discover Financial signal economic …
https://www.youtube.com/watch?v=RpMhC_FbAMw
“The total cost to invest is very high, and the return on that investment is very long and getting longer,” she said. Small manufacturing companies with young leaders “have never run a business with interest rates like this… it’s uncharted territory for us.” https://www.reuters.com/markets/us/fed-chair-powell-says-pandemic-has-had-lasting-effects-economy-2024-03-22/ Look at the chart below and join a team: No landing (the …
One of the biggest sources of demand for equities remains the companies themselves. Its the self reinforcing cycle of higher asset px -> higher sales -> better cash flows -> more buybacks -> higher asset px… pic.twitter.com/Ykm3XvLw1i — Bob Elliott (@BobEUnlimited) March 13, 2024 You know, it’s a bit like a never-ending loop – when …
Is it just me or does it seem there are an unusually large number of Congressional ‘retirements’ coming up into the next term? 50 so far, between both houses. Tack that to the large number of those who chose to not run again in the 2020 and 2018 cycles, and it’s stacked up considerably. https://ballotpedia.org/List_of_U.S._Congress_incumbents_who_are_not_running_for_re-election_in_2024 …
Related pic.twitter.com/TNZD3DMBZh — Michael A. Arouet (@MichaelAArouet) January 19, 2024 #recession … #StockMarket Bubble edition https://t.co/Xfwh7BNfKJ — Invariant Perspective (@InvariantPersp1) January 19, 2024 Trucking employment is collapsing This has been a precursor to recessions since 1991 pic.twitter.com/CneDXLFgf5 — Bravos Research (@bravosresearch) January 18, 2024 This is not a signal to be overlooked Banks have significantly …
“Courtesy of our friends at Incrementum AG, the following chart gives us an insightful historical perspective. Since the 1900s, we have had four notable commodity cycles. Three of them occurred during inflationary periods: the 1910s, 1940s, and 1970s. The fourth cycle took place in the early 2000s, coinciding with China’s entry into the World Trade …
In a surprising development, CITIGROUP has decided to exit the distressed-debt trading business, sending shockwaves through financial markets. This move is not just a business decision; it’s a signal that the economy might be entering a distressed cycle. Several indicators point to an economic downturn on the horizon. Employment growth has slowed, and the 30-Year …
DEFAULT CYCLE HAS STARTED pic.twitter.com/oq6SL4iAGx — Win Smart, CFA (@WinfieldSmart) November 28, 2023 Small Caps as bad as DotCom bust pic.twitter.com/fVMLkfCcOA — Win Smart, CFA (@WinfieldSmart) November 29, 2023
As a general rule, I’ve long held the belief that men are the more rational sex, and it comes down to the design behind the created order, but let me show you one of those exceptions, rooted out by the ever-reliable Chaya Raichik of Libs of TikTok: Male claims that men can get their period …
by ChampionshipUsed9855 Gold is currently trading at $1,999.90 per ounce, up 0.72% from yesterday’s close of $1,983.18 per ounce. Gold prices are up 28.4% since December 2007 and have outperformed the 3-month Treasury yield by a wide margin over that time period.