Independent thinking for complex markets and current events
Lutnick: "You're gonna see over the next couple weeks, really first-class deals for the American worker." (The administration promised "90 deals in 90 days" two months ago … ) pic.twitter.com/bBhNYuxeeD — Aaron Rupar (@atrupar) June 1, 2025
by Michael Most people don’t realize it yet, but we really are living at one of the most dramatic moments in human history. If deals are not made with Iran and Russia, missiles will start flying all over the place and we will soon find ourselves right in the middle of the kinetic phase of …
The US housing market is teetering — and buyers are running for the exits. Spooked by high mortgage rates, mounting insurance premiums, and growing fears of a shaky economy, an astonishing one in seven buyers are bailing at the last minute. In April alone, 56,000 home purchase contracts were canceled — equal to 14.3 percent …
Donald Trump’s second term is shaping up to be a financial empire unlike anything seen before. The scale of self-enrichment has expanded far beyond his first presidency, with billions now flowing into Trump-affiliated ventures from foreign governments and private investors. This is not just business as usual. It is a transformation of political power into …
Let's check in for an update on where we're at with 90 deals in 90 days. pic.twitter.com/qNOvFBUsTR — Justin Wolfers (@JustinWolfers) May 27, 2025 Last Wednesday the bond market imploded which tanked stocks. Followed by the European tariff news on Friday. Those are the two gaps down you see on this chart, ending at the …
This will be the narrative in June because no countries are signing trade deals. The Trump administration has completely stopped talking about tariffs. When was the last time you saw Lutnick or Navarro? https://t.co/sN46JRNfAJ — QE Infinity (@StealthQE4) May 23, 2025 Escalation inbound. pic.twitter.com/fd0OQoOGRy — The Great Martis (@great_martis) May 23, 2025 We’re exactly halfway …
via Mike Shedlock: Trump worked out a deal with the UK, a US trade surplus country. US Balance of Trade from the Census Department, chart by Mish One Down, 199 to Go We have the first deal (with details to be worked out later). Please note Trump Announces “Breakthrough Trade Agreement” with U.K. Speaking from the …
MEXICO PRESIDENT SHEINBAUM SAYS GOOD COMMUNICATION WITH TRUMP, WE'VE REACHED DEALS — First Squawk (@FirstSquawk) May 5, 2025 Mexico's President Sheinbaum: I have had good communication with Trump, we've reached deals. — FinancialJuice (@financialjuice) May 5, 2025
PALANTIR Q1 2025 EARNINGS: – $883M revenue, +39% YoY – $628M US revenues, +55% YoY – $373M US Gov revenues, +45% YoY – $2.32B RDV, +127% YoY – 769 customers, +39% YoY – $5.4B in cash, no debt – 139 deals closed of at least $1M Except nobody with a brain would buy right now …
BESSENT JUST NOW: – AS EARLY AS NEXT WEEK WE COULD SEE TRADE DEALS – I AM HIGHLY CONFIDENT THAT 17 TRADING PARTNERS EXCLUDING CHINA HAVE PRESENTED WITH VERY GOOD TRADE PROPOSALS – WE COULD SEE SUBSTANTIAL PROGRESS ON TRADE WITH CHINA IN COMING WEEKS — amit (@amitisinvesting) May 5, 2025 BESSENT JUST SAID: I …
Completed (ready-to-occupy) new homes climbed to 119K in March…an increase of 34% from a year earlier pic.twitter.com/XhGu9dtuRi — Liz Ann Sonders (@LizAnnSonders) April 24, 2025 🚨 Home prices are falling in 11 major U.S. cities – the most widespread decline in over 19 months. Cities like San Antonio, Oakland, and Jacksonville are leading this trend, …
TRUMP: IF WE DON'T REACH A DEAL WITH COUNTRIES, THEN IN THE NEXT 2 TO 3 WEEKS, WE WILL SET TARIFFS FOR THEM, INCLUDING CHINA DEALZ — The_Real_Fly (@The_Real_Fly) April 23, 2025 🇺🇸 PRESIDENT DONALD TRUMP JUST SAID: – IF WE DON'T MAKE A DEAL WITH CHINA 🇨🇳, IT'S OK — Evan (@StockMKTNewz) April 23, …
BREAKING: China says 'firmly opposes' trade deals that harm its interests – AFP — Insider Paper (@TheInsiderPaper) April 21, 2025 🇨🇳🇺🇸CHINA COMMERCE MINISTRY: CHINA RESPECTS ALL PARTIES TO RESOLVE THEIR ECONOMIC AND TRADE DIFFERENCES WITH THE UNITED STATES THROUGH CONSULTATIONS ON AN EQUAL FOOTING. FIRMLY OPPOSED TO ANY PARTY STRIKING A DEAL AT THE EXPENSE OF …
“It normally takes 18 months on average for the US to negotiate a trade deal, see chart below. Why does it take so long? Because trade negotiations involve going through what is imported into each country line by line and then negotiating the tariff for each product category… pic.twitter.com/1gh8mMveM4 — Kalani o Māui (@MauiBoyMacro) April …
BESSENT PRIORITIZES U.K., AUSTRALIA, SOUTH KOREA AMONG TOP TARGETS FOR TRADE DEALS Treasury Secretary Scott Bessent is prioritizing new trade deals with the U.K., Australia, South Korea, India, and Japan after Trump’s latest tariffs, sources say. Bessent, now a key trade… — *Walter Bloomberg (@DeItaone) April 14, 2025 BREAKING FROM THE WSJ: – Sources report …
The reason why Trump paused tariff negotiations with the rest of the world is because he never expected the Asian Tigers ex-China to lower their trade barriers to ZERO. Now, If he makes an agreement to eliminate all trade barriers with Vietnam, Korea, Taiwan and Indonesia then… — Mac10 (@SuburbanDrone) April 10, 2025 That's the …
🚨🇺🇸TRUMP: SOUTH KOREA TO RESTORE MILITARY PAYMENTS, PURSUE MASSIVE LNG & PIPELINE DEALS “I just had a great call with the Acting President of South Korea. We talked about their tremendous and unsustainable Surplus, Tariffs, Shipbuilding, large scale purchase of U.S. LNG, their… https://t.co/n5x8BocwzX pic.twitter.com/7nG1IfPUTC — Mario Nawfal (@MarioNawfal) April 8, 2025 Trump touts ‘great …
Trump Trade Advisor Peter Navarro just revealed that President Trump is NOT willing to negotiate with countries offering to drop their tariffs to zero unless it's also about getting rid of non-tariff trade barriers against American products. "Let's take Vietnam. When they come… pic.twitter.com/Vlz2Nvdbah — George (@BehizyTweets) April 7, 2025 Peter Navarro made it plain. …
Trump’s Win Sets Off Race to Complete Chips Act Subsidy Deals Companies seek to finalize agreements as quickly as possible Republicans are brainstorming reforms to semiconductor law https://www.bloomberg.com/news/articles/2024-11-08/trump-s-win-sets-off-race-to-complete-chips-act-subsidy-deals h/t HighYieldLarry
College athletes in Montana are being offered cash to make endorsement videos for Sen. Jon Tester as he campaigns for one of the Democrats’ most vulnerable seats of the 2024 cycle, according to emails shared with Fox News Digital. A group called “Montana Together” recently sourced athletes at the University of Montana (UMT), offering payments …
The price of used cars are coming down so fast that it’s actually bringing down the CPI headline inflation numbers, which is actually good news until you realize that a lot of people are actually losing their cars right now and this is contributing to how much inventory is hitting the used car market. *Nissan …
Had an intro call this week with one of the top 10 CLO Managers in this list (not Arbor). Despite their data looking pretty clean, they mentioned there will be a lot deals coming to a fork in the road in the next 6 months. I keep saying this over and over, but the delinquency,… …
(Bloomberg) — President Joe Biden’s news conference at the NATO summit amounts to a make-or-break moment in his quest to quiet a drumbeat of concerns at home and abroad about his 2024 presidential campaign. Biden was dealt fresh blows Thursday, as the New York Times reported that some of the president’s advisers have discussed ways …
https://www.bloomberg.com/news/features/2024-06-06/real-estate-investors-face-crisis-as-big-wall-street-deals-unravel Syndicators made big purchases that are unraveling with high interest rates, adding distress to an already troubled US property market. Nathe started following a wealth influencer named Mir Jafer Ali Joffrey, who went by the nickname “Buck.” He had an earlier career as a cosmetic surgeon, with a Chicago-area clinic that offered liposuction and …
A little more than a year ago, Barry Diller rallied his fellow media titans to fight artificial intelligence’s march on the publishing business. The time had come, he said, to “absolutely instigate litigation” against the tech companies trying to “scrape our content” and “cannibalize everything.” “If all the world’s information is able to be sucked up …
A Washington, D.C., judge rejected Rudy Giuliani’s request to overturn the nearly $146 million defamation penalties that he owes to two former Georgia election workers over his claims following the 2020 presidential election. Giuliani, who after his time as mayor served as a personal lawyer to former President Donald Trump, was ordered by a jury …
California’s recent move to raise the minimum wage for fast-food workers to $20 per hour, up from the current $15.50, effective April 2024, has sparked significant discussions about its impact on the labor market, businesses, and the broader economy. The decision, which follows legislative efforts to bolster the wages of the state’s lowest-paid employees, has …
That’s the way to do it… https://twitter.com/ANon05136448000/status/1765287229201559768 BBC PANORAMA’S DISINFORMATION SCOOP turn out to be JUST PHOTOS FROM TWITTER PARODY ACCOUNT… Proving how thick the Left are and how desperate thry are to trash Trump'On second glance the nefarious deepfakes may not be the conspiracy Spring was looking for. The clearly-watermarked AI images of Trump …
Romania, a NATO member, has rejected Chinese telecommunication giant Huawei’s request to supply 5G equipment. The country, which has been a member of the alliance since 2004, has officially denied a request from the Chinese telecommunications giant Huawei to provide equipment for its 5G network, Romanian news outlet Romania Insider reported on Friday. Professional Car …
Breaking news echoes a surreal twist in the economic landscape as the biggest Pentagon contractors, typically synonymous with multibillion-dollar deals, now reject and cancel contracts due to the pervasive grip of inflation. In this unforeseen turn of events, certainties unravel, welcoming a journey into what seems like Bizarro World. This disruption challenges the very notion …