Independent thinking for complex markets and current events
Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) May 7, 2025 When Powell …
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 …
via YSK: It could save you thousands and protect your future. On May 5, the U.S. Department of Education will commence collecting on student loans after a five-year hiatus. This is going to throw thousands of American lives into chaos, and you should know what your rights are when dealing with collection agencies. U.S. Department …
HOLD ON:Did no one else notice in today's GDP report that interest on the federal debt DECLINED for the 1st time since…*checks notes*…Trump was president in '19 and '20. This is incredible news! pic.twitter.com/jB9GhN9x2J — E.J. Antoni, Ph.D. (@RealEJAntoni) April 30, 2025
Some people believe that the tariff disruptions will settle down as more negotiations happen and greater thought is given to how to structure them to work in a sensible way. However, I am now hearing from a large and growing number of people who are having to deal with these issues that it is already …
by confoundedinterest17 DOGE is working: in Q1, US debt funding needs were $2BN less than the Treasury forecast in February, and in Q2 the Treasury is expected to need $53 billion less than it forecast 3 months ago. The result?
Student loans should be like mortgages. You cannot get a loan for $1.5 million to buy a house that is only worth $400k. A college degree is an asset, which should be able to be valued. There should be an “appraisal” of the specific university and academic major before loan approval, and perhaps with annual …
A growing number of Americans are using buy now, pay later loans to buy groceries, and more people are paying those bills late, according to new Lending Tree data released Friday#MacroEdge — MacroEdge (@MacroEdgeRes) April 26, 2025 Americans are so fucking broke I don't even know where to fucking start pic.twitter.com/6YW4fe2zpm — Darth Powell (@VladTheInflator) …
For at least 35 years, the monetary system has been telling us that the current era is coming to an end. That means a debt collapse, a currency collapse and a collapse of most bubble assets like stocks and property. THUS THE BIG SHORT! — Egon von Greyerz (@GoldSwitzerland) April 26, 2025 Quick reminder – …
Yields are more likely to crash in the coming months, not the opposite. pic.twitter.com/QNo5b0NzIb — Guilherme Tavares (@i3_invest) April 25, 2025 Hardship 401k withdrawals running 15-20% above norms pic.twitter.com/C4VOxqXuNB — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) April 25, 2025 This is stunning: 44% of Americans now believe they will be WORSE OFF financially in …
🚨🇷🇺🇺🇦OVERNIGHT RUSSIAN BARRAGE LEAVES 9 DEAD, 63 INJURED IN KYIV | RESCUE EFFORTS ONGOING The devastating combined missile and drone attack that hit Ukraine's capital has resulted in confirmed civilian casualties as emergency services race to find survivors. Emergency… https://t.co/Ob61VopbPR pic.twitter.com/2NZ9yhQbHm — Mario Nawfal (@MarioNawfal) April 24, 2025 🇺🇦HEDGE FUNDS TO UKRAINE: TIME TO PAY …
They don’t handcuff you with chains anymore. They hand you keys to a house, a nice car, a college diploma, a daycare drop-off schedule, and a pile of plastic. It’s called the American dream. But if you look close, the locks are on the inside. Start with the house. Three thousand a month for shelter. …
The American economy is suffocating under a mountain of debt so vast that traditional monetary tools no longer work the way they used to. Interest rate hikes? They barely move the needle now. We’ve entered a stage where the sheer size of the national balance sheet has paralyzed policymakers. The old playbook is useless. We …
Gold is telling us that the USA will not pay its debts via taxation. It will pay them via the printing press. $8T of foreign held bonds needs to find an exit… https://t.co/Ozp6uopO8N — Kevin Bambrough (@BambroughKevin) April 16, 2025 The U.S. could risk default on its $36.6 trillion debt as early as August unless …
The automotive industry is facing unprecedented challenges, highlighting five major trends that strongly indicate a significant price correction is on the horizon. With total auto loan debt reaching an all-time high of $1.7 trillion, vehicle inventories accumulating, and looming tariffs on imported cars threatening to inflate prices further, consumers considering vehicle purchases in the next …
You can feel it in the bond markets. You can see it in the headlines. But most of all, you can sense it in the way central bankers speak now. No longer with the confidence of engineers controlling a machine. Now with the anxiety of firefighters trying to contain a blaze. Global debt has crossed …
What’s unfolding in plain sight isn’t a glitch in the system—it is the system. Across the globe, nations are quietly buying back their own debt through central banks, a desperate move dressed in technical jargon. They call it liquidity support or balance sheet management. In truth, it’s a sleight of hand that robs the middle …
WTF is going on in Canada and Australia? Real estate debt bubble in the US in 2007 looks almost cute in this chart. pic.twitter.com/cBI6fRzPaH — Michael A. Arouet (@MichaelAArouet) April 13, 2025
It’s a frightening reality about the state of American consumer debt that at the end of 2024, the Federal Reserve Bank of St. Louis indicated that Americans owe more than $1.21 trillion in credit card debt. This was up $45 billion from the third quarter of 2024 and was 7.3% higher than the same debt …
MICROSTRATEGY warns of forced Bitcoin sell BELOW cost to cover debt in market downturn! 🚨Saylor's Strategy may be forced to SELL Bitcoin! In a recent SEC 8-K filing, Strategy said a significant decline in Bitcoin's value might require them to sell at a loss to meet financial obligations. These include:🔻$8.22B in debt.🔻$35.1M in annual interest.🔻$146.2M …
Trump’s transportation chief Sean Duffy says DOGE can help MTA cut ‘fraud, waste and abuse’ as he rides subways with NYC Mayor Adams https://t.co/T8xenR92f1 pic.twitter.com/fe1bO9V9Gu — New York Post Metro (@nypmetro) April 4, 2025 #MTA threatens another 'Summer of Hell' of subway disruptions if #NYC doesn't cough up billions — as transit agency touts its …
Sen. Rand Paul has a reputation for forcing his GOP colleagues to take tough votes, and he’s already got a zinger in mind as the Senate prepares for another all-night “vote-a-rama” on Friday. Before Senate Republicans can adopt their revamped budget framework, the Kentucky Republican plans to offer just one amendment: a proposal to substantially …
from Kerry Lutz’s Financial Survival Network John Rubino is back. Gold and Copper Market Surge: Gold reached over $3,000 per ounce, hitting an all-time high alongside copper. Gold outperformed the S&P 500 since 2000 despite long periods of stagnation. Copper now recognized as essential for the energy transition and AI infrastructure. Mining Sector Growth: Mining stocks experiencing …
xAI has acquired X in an all-stock transaction. The combination values xAI at $80 billion and X at $33 billion ($45B less $12B debt). Since its founding two years ago, xAI has rapidly become one of the leading AI labs in the world, building models and data centers at unprecedented speed and scale. X is …
https://t.co/bcJr84FDqI — Kashyap Sriram (@kashyap286) March 27, 2025 It’s almost laughable how easy it is to see through CoreWeave’s charade. Emanuel hit the nail on the head when he called it an “egregiously overvalued pig in a poke.” And he’s right. Just look at the facts. Microsoft, the company responsible for a large chunk of …
The bond market just sent another chilling signal. The latest 7-year Treasury auction was a disaster, exposing the ugly reality of collapsing foreign demand for U.S. debt. The numbers don’t lie. The auction tailed for the first time since August 2024, with a high yield of 4.233%—a clear sign that investors are demanding higher returns …
The world is facing a profound challenge as maturing bonds pile up across many countries, and the ability to roll them over becomes increasingly uncertain. This is a crisis waiting to unfold, with countries forced into positions where they cannot meet their debt obligations without slashing bond values—known as a “haircut.” A haircut occurs when …
