Independent thinking for complex markets and current events
2/ The Fed had been on an unprecedented hiking cycle Taking rates from near 0% to 5.5% in just 1.5 years Ensuring tight monetary policy in the process pic.twitter.com/s8OvQS8I6C — Bravos Research (@bravosresearch) April 21, 2025 4/ During the recent hiking cycle, 30-year mortgage rates broke out a key downtrend line It rose from 2.65% …
And despite all the skepticism: Gold is on the verge of outperforming the S&P 500 over the past decade.⁰This likely represents the early stages of a structural shift in which hard assets outperform overvalued financial assets over the long term, in my view. pic.twitter.com/gczeVmRvod — Otavio (Tavi) Costa (@TaviCosta) April 4, 2025 After a long consolidation …
Consumers are feeling the pinch, and the situation is only getting worse. After years of negative real wage growth and escalating credit card debt, retail sales are reflecting a harsh reality: inflation is biting harder than ever. After 4 years of negative real wage growth and mounting credit card debt, consumers are done; retail sales …
Mining stocks still 48% below 2011 highs, but strong gains on the horizon It's remarkable to see gold miners achieve their highest weekly close in over a decade, followed by another strong start this week. I've mentioned this before, but I strongly believe we are entering a "Golden Age of Mining." With metal prices now …
Survey: Nearly half of Americans anticipate tougher credit approval process by 2026 Americans view the economic climate as getting harder, with an increasing count thinking they’ll be rejected if they apply for a credit card, mortgage or car loan, the New York Federal Reserve said Monday. The share of respondents that expect it to be …
Home delistings reached a nine-year high in December after the market was inundated with sellers but not enough buyers. An influx of housing inventory has left homeowners pulling their listings off the market at a high rate as there are not enough buyers to keep up with sellers. Home delistings in December spiked 64% from a …
Osaka Ramen serves both traditional and non-traditional ramen, with a variety of broth and protein options. The menu also includes bento boxes, sides and desserts. The restaurant announced on Wednesday that it will close its doors for good in less than two weeks. “The decision to close comes amid significant challenges facing Denver’s restaurant industry, …
$DECK bought HOKA in 2012 for ~$1.1M. A decade later, Deckers Brands have grown HOKA’s revenue from less than $3M to over $2.2B (LTM). That’s a ~700x increase. byu/IAmNotAnEconomist inFluentInFinance
China 30 year continues to drift lower, yield 1.854%. Deflation and the lost decade are real possibilities. With over capacity in manufacturing it’s only a matter of time before deflation reached the west. pic.twitter.com/GUzESzA0QB — James E. Thorne (@DrJStrategy) January 8, 2025 🚨DEFLATIONARY IS COMING TO CHINA🚨 China's economy has seen deflation for 6 STRAIGHT …
“Apple will pay £77million to settle a court case which alleged its devices listened to their owners without their consent. The tech giant had been accused of using its virtual assistant Siri to eavesdrop on and record conversations for more than a decade. The proposed settlement was filed in a California federal court and would …
Chinese automaker BYD Co. (1211.HK, BYDDF) has shattered its 2024 sales targets, delivering 4.27 million electric vehicles — a 41.3% leap from 2023. The company also hit a monthly sales record in December, posting 514,809 units sold. https://finance.yahoo.com/video/chinas-byd-sells-over-500k-150001986.html
by Jesse Felder Lost decades in the markets are not at all uncommon. Current valuation extremes suggests we may be on the cusp of another one. Certainly, it appears equity investors today want to have their cake and eat it, too. Meanwhile, relative values overseas have rarely been so compelling. And the technicals suggest their …
Corporate insiders have indeed bought the least amount of shares in a decade. In July 2024, the insider buy ratio turned “deeply negative” to 13.6%, which is the lowest in at least a decade. This indicates a significant level of pessimism among corporate officers and directors regarding their companies’ Corporate Insiders have bought the least …
"Growth data has been more likely to fall short of expectations than at any time in nearly a decade."@NewEdgeWealth pic.twitter.com/LuPu2i9kak — Daily Chartbook (@dailychartbook) September 14, 2024 Especially temporary help services. They are the first to go and first to come back pic.twitter.com/eEyjdig4xR — WarnTracker 2.0 (@j77324) September 14, 2024 Why is Buffett dumping all …
If this ain’t the housing market turning around, I don’t know what is The number of homes for sale in the Denver metro area have reached highs not seen since 2013. At the beginning of 2024, the region saw a surge of new listings flood the market. There were nearly 11,000 homes for sale at the end …
2/ The Fed has been on an unprecedented hiking cycle since 2022 Taking rates from near 0% to 5.5% in just 1.5 years pic.twitter.com/3eVzwmSreS — Bravos Research (@bravosresearch) August 27, 2024 4/ High rates negatively impact the housing market Given the high rate sensitivity of that sector — Bravos Research (@bravosresearch) August 27, 2024 6/ …
People’s fears of losing their job are at the highest point in a New York Fed survey’s 10-year history, even as the unemployment rate remains low. A new labor market survey shows Americans have rarely felt more in need of new job opportunities — an indication of a more negative outlook about the economy despite …
View post on imgur.com Immigration is seen as the biggest issue facing Britain for the first time in almost eight years, a poll suggests. Research – carried out in the aftermath of the riots this month – found more than a third of Britons believe it is an important matter for the country. It is …
NEW YORK, July 25 (Reuters) – Computer-driven macro hedge fund strategies on Wednesday sold $20 billion in equities and are set to shed at least more $25 billion over the next week after the stock rout, in one of the largest risk-unwinding events in a decade, Morgan Stanley said in commentary to institutional clients on …
https://twitter.com/amuse/status/1808485299892228171 OFFS…welcome to the jungle, The left has enjoy almost a decade of cover from MSM. Now they claim election interference. They really are a SNL skit. — ConfirmBias (@Fulcrumbs44) July 3, 2024 Biden Campaign Official Accuses Media of ‘Election Interference’ in Biden Debate Coverage | RedState A senior re-election campaign official for President Joe …
Hedge Funds dumped stocks at the fastest rate since January and, in particular, sold Industrials at the fastest pace in a decade. Source: Goldman Sachs pic.twitter.com/uUOdF1d3Pk — Win Smart, CFA (@WinfieldSmart) May 28, 2024
BEIJING – China’s home prices fell at a faster pace in April, underscoring why the government is stepping up efforts to tackle the years-long property crisis. New-home prices in 70 cities, excluding state-subsidised housing, slid 0.58 per cent from March, data from the National Bureau of Statistics of China showed. Values of existing homes fell …
The internet is disappearing, a new study has suggested, as web pages and online content is lost. The web is often thought of as a place where content lasts forever. But vast swathes of its are being lost as pages are deleted or moved, according to new research. Of the webpages that existed in 2013, …
Housing defaults have now reached the highest level in a decade. Multi-family = Apartments This is not looking too good … 🔥🔥🔥 pic.twitter.com/WLmNtorY9I — Wall Street Mav (@WallStreetMav) April 25, 2024 Purchase applications for homes continue to collapse. Exactly as zero of the "housing analysts" predicted pic.twitter.com/ZW8pMkMGv4 — Darth Powell (@VladTheInflator) April 25, 2024
Anyone doubting that China is well on its way to a Japanese-style lost economic decade has apparently missed the bursting of its massive housing and credit market bubble and the souring of U.S. and European trade relations with that country. And if China, the world’s second largest economy, were to fall, it would constitute a …
Authored by Charles Hugh-Smith via oftwominds, The expediencies and policy extremes have yet to be explored, much less exploited. Napoleon is reputed to have said, “Do you know what amazes me more than anything else? The impotence of force to organize anything.” This is the lament of someone holding the reins of power: that this earthly power …
It’s a vicious cycle of financialization, where real productivity takes a backseat to risky investments. This is not how a healthy economy operates. 10 years to build a single bridge. And some of you still think society is functioning? Let me explain to you what's really happening. Since the GFC in 2008, the world has …
by confoundedinterest17 Every little thing Biden touches turns into disaster. Like the Federal Budget(consider it the fiscal version of the Afghanistan withdrawal). Following yesterday’s release of Biden’s $7.3 trillion budget, the Biden administration bragged about lowering the deficit by $3 trillion over the next decade – an average of 0.8% of GDP over that period. This would …
"Today’s multiple of 25x normalized earnings implies +2.6%/yr annualized returns over the next decade based on the historical relationship." – BofA Savita pic.twitter.com/6EojH5JtYl — Daily Chartbook (@dailychartbook) March 6, 2024 As the market soars to new heights, whispers of caution are surfacing, and a recent warning from BofA’s Savita suggests that the era of sky-high …
