Independent thinking for complex markets and current events
US home sellers are increasingly cutting prices: A record 34.2% of home sellers lowered their list price in February, the highest for any February since records began in 2012. Since 2022, the percentage of sellers cutting prices has more than tripled. Sellers who cut prices cut by an average of $40,915, or -7.3%, the highest …
🇨🇳🇹🇼🇺🇸 Xi Jinping met with Taiwan's opposition leader today for the first KMT-CCP leadership sit-down in nearly a decade. The timing is not a coincidence. U.S. forces have been redeployed from East Asia to the Middle East, and Taiwan officials say China has already resumed… https://t.co/58rsDGfNqo pic.twitter.com/Lf8Dszbd7K — Mario Nawfal (@MarioNawfal) April 10, 2026 last …
by Michael Even if the Strait of Hormuz opened tomorrow, and that is certainly not going to happen, we are being warned that the economic impact of this war will be felt all the way through the end of this decade. A lot of energy infrastructure has already been destroyed during this war, and it …
The imminent depletion of water supplies in Corpus Christi threatens to cut off the flow of jet fuel to Texas airports and other oil exports from one of the nation’s largest petroleum ports, triggering potential shockwaves through energy markets in Texas and beyond. Without significant rainfall, Corpus Christi is headed for a “water emergency” within …
We’re just going to pretend this part was normal and “because covid” pic.twitter.com/jn6qHOrh10 — Jeff Rey (@Est1986) March 5, 2026 The all-important spring housing market is off and running, and while the pace isn’t expected to be strong, there are signs of optimism, at least among sellers. Some who gave up last year are jumping …
Nearly half of Americans in a new WalletHub survey said their household can’t manage more debt, while more than one-third said they expect to have higher balances by the end of 2026. Fifty-three percent of households said the struggle the most with credit card debt, followed by mortgages at 20% and student loans with 11%. …
🚨 WARNING: THE SYSTEM IS COLLAPSING IN REAL TIME!! Pending Home Sales just fell to the LOWEST LEVEL ever recorded. That means demand for homes is now weaker than it was in 2008. And if you think housing has no impact on other markets YOU ARE WRONG! Housing is one of the… pic.twitter.com/o8fMhr6m0d — Wimar.X …
US consumer savings are falling at an alarming pace: The US personal savings rate fell -0.2 percentage points in November 2025, to 3.5%, the lowest since October 2022. Excluding the March-October 2022 period, this is the lowest level since the 2008 Financial Crisis. This… pic.twitter.com/iru70ge4tp — The Kobeissi Letter (@KobeissiLetter) January 28, 2026 “Outside of …
Wow. Consumer confidence for those ages 35-54 years old fell in January to the lowest since November 2013 pic.twitter.com/WjTRLPDdnI — Kevin Gordon (@KevRGordon) January 27, 2026 January Consumer Confidence Index from @Conferenceboard fell sharply to 84.5 vs 91.0 est. & 94.2 prior (revised up from 89.1), lowest since 2014; present situation also tanked, 113.7 vs …
U.S. car loan applications are being rejected at the highest rate in more than a decade 🚨🚨 pic.twitter.com/eGVthWpyRJ — Barchart (@Barchart) January 25, 2026 Record missed car payments are fueling concerns about the health of subprime auto lenders, with recent high‑profile bankruptcies and elevated delinquencies suggesting systemic credit stress beyond just rejection rates. https://www.bloomberg.com/news/articles/2025-11-14/record-missed-car-payments-fuel-angst-over-subprime-auto-lenders
This is the quiet global problem nobody wants to stare at. Young people are doing everything they were told to do and still getting shut out. When youth unemployment sits this high across totally different countries, it stops being local policy failure and starts looking structural. Idle young workers do not just wait patiently, they …
have fun staying poor Apollo casually predicting ZERO returns for the S&P 500 over the coming DECADE. pic.twitter.com/2XGjshRVLf — Compound248 💰 (@compound248) December 11, 2025 $apo Private credit is moving capital from an over-priced market, concentrated around seven stocks to first lien risk at long-term equity returns. pic.twitter.com/y2o2pFLZnY — 3:10 Value (@310Value) December 10, 2025
This is the most complex sun spot region we have seen this cycle and in quite a while. It is showing some serious complexity and will be earth facing over the next 12 days. I wouldn't fly. pic.twitter.com/kKtXIabPTW — TheLastWatcher (@USA_Canuck) November 30, 2025 X-CLASS SOLAR FLARE (PERHAPS THE FIRST OF MANY): We were expecting …
This is Obama’s footage from 2014.The internet has been recycling the same Obama-era border photos for a decade and blaming whichever politician they hate that week.At this point it’s not activism — it’s emotional click-bait for people who don’t have the brain capacity to check… — Saltytattooedmomma (@Saltytattoomom) November 24, 2025 @CommunityNotes Please add that …
via notayesmanseconomics At the moment there is rather a public spat between China and Japan. In one sense this is sabre rattling by the new Sanae Takaichi administration which knows it will be popular with its core vote. But it brings to mind a different challenge between these two countries and let me illustrate by …
Flu strikes every winter, but this year something seems to be different. A seasonal flu virus suddenly mutated in the summer. It appears to evade some of our immunity, has kick-started a flu season more than a month early, and is a type of flu that history suggests is more severe. The NHS has now …
00:00 Corporate Bankruptcies Surge 44% Higher Than Long Term Average 09:47 National Debt Just Surpassed 38 Trillion 15:39 Target Announces Largest Layoff in Over a Decade 18:23 Costco Groupon Pays You To Shop There Corporate bankruptcies have been skyrocketing to the highest levels that we have seen since 2005 and I’ve been running over 40% …
The gap between survival and wealth has never looked this brutal. Americans are sacrificing small joys like vacations and eating out, selling their belongings, and skipping meals to afford housing. Meanwhile, billionaire wealth rose by $33 trillion in the last ten years. These two things are related. pic.twitter.com/clny0mRqsF — Melanie D'Arrigo (@DarrigoMelanie) October 17, 2025 …
This is alarming. Over 60% of VC money is now going to AI companies. For reference, only 40% of the VC money went to internet companies in 1999. If those AI companies don’t start generating real revenue soon enough, investors will start stepping back. When this happens, all those unprofitable companies will go bankrupt and …
The Wall Street Journal just reported that U.S. Landlords are becoming concerned over a slowdown in the rental market. Rental inventory is rising, and rent growth is now slowing, falling to its lowest level in 13 years, and the 6th lowest in the last 40 years according to John Burns Real Estate Consulting.
The Fed is no longer targeting average inflation of 2% Unless you already own assets, you will fall behind even more. Predominantly helps the already wealthy and boomers We are speed running the country towards every young person believing in socialism pic.twitter.com/BuabutOjZE — Boring_Business (@BoringBiz_) August 22, 2025 People should listen/read the actual speech Powell …
“For nearly a decade Elon Musk has claimed Teslas can truly drive themselves. They can’t. Now California regulators, a Miami jury and a new class action suit are calling him on it.” https://www.forbes.com/sites/alanohnsman/2025/08/20/elon-musks-self-driving-tesla-lies-are-finally-catching-up-to-him/ BREAKING: "For nearly a decade Elon Musk has claimed Teslas $TSLA can truly drive themselves. They can’t. Now California regulators, a Miami …
Home buyers are paying more for smaller homes, a phenomenon called shrinkflation. A new LendingTree study found new single-family homes have shrunk 11% in the past decade, while their price per square foot has jumped 74%. Driven by surging land, labor, and material costs (compounded by tariffs and worker shortages), builders are trimming square footage …
Intel buried the Clinton-Russia hoax deep. Durham didn’t get access to the annex until 2025. The FBI had it all back in 2016. Yet, they pushed ahead with the Steele Dossier anyway. They knew it was political. They used it to spy on Trump. The intel community sat on key evidence for nine long years. …
Each American family could face $425k in federal debt load. In 10 years, the US government will be $55-60 trillion in debt (which will be 7-7.5 times government revenue) because there will be $25-30 trillion of additional borrowing. That amounts to about $425,000 of debt per American family. When I calculate the supply and demand …
E-commerce volumes are stalling across key retail categories. This isn’t seasonal noise. It’s systemic friction. Consumers are pulling back. Tariff pressure is shifting behavior. High-income brackets are still spending. The rest are freezing up. The latest AlixPartners retail index shows a multi-point year-over-year drop in online purchases across nearly every major segment. Sporting goods saw …
There hasn't been a red July in the past decade pic.twitter.com/4eQg9zN7oZ — zerohedge (@zerohedge) June 30, 2025 It’s July again. Markets have noticed. For ten straight years, the S&P 500 has finished the month in the green. From 2015 through 2024, July never closed negative. Not once. And the first sessions of 2025 are already …
Woman refused to work for 18 years so she could get her Section 8 Housing Voucher to pay for her home It was a new build home and now she owns it, paid for by taxpayers “I work with Section 8 — This girl who is a nurse who has turned down several jobs because …
Germany’s unemployment rate has surged to its highest level in a decade, reflecting the deepening struggles of Europe’s largest economy. The latest data from the Federal Employment Agency confirms that 2.96 million Germans are now unemployed, marking an increase of 34,000 in May alone. This is not just another slow month for the job market. …
Only in Canada does the party that governed over a decade of unprecedented economic ineptitude get rewarded for a fourth term in office. Less a case of there being a fresh face with Mark Carney, who previously served on the sidelines as Justin Trudeau’s external economic advisor,… — David Rosenberg (@EconguyRosie) April 29, 2025 In …