Independent thinking for complex markets and current events
China’s population drops by 1.39 million—continuing a troubling trend for the economy. h/t IAmNotAnEconomist
From my perspective, the main takeaway is that Fed liquidity has been locked into a “stair-stepping downwards” pattern since April 2024. Starting from a new lower base at the beginning of every quarter. The “stealth QE” that occurred during 2023 is now being wiped away. From now on, Fed liquidity will likely continue to generally …
pic.twitter.com/BmgN8RzSM3 — Jack Krzewinski (@JackKrzewinski) January 2, 2025 "The relentless surge of the U.S. dollar is primed to cut a swath of carnage through Asia’s asset markets, leaving economic strain in its wake. The dollar wrecking ball similar wreaked havoc with Latam currencies in the 1980s… Historically, when the dollar flexes its muscle,… pic.twitter.com/y9Sc5afXM0 — …
The S&P 500 closed 2024 with its best two-year gain since the dot-com bubble years of 1997 and 1998. Yet it ended the year with four consecutive daily losses, a year-end losing streak that hasn't happened since 1966, the year stocks peaked before entering a 16-year bear market. — Peter Schiff (@PeterSchiff) January 1, 2025 …
🚨🇺🇸TRUMP TROLLS DEMS WITH BRUTAL BIDEN SUPER-CUT The clip showcases figures like Nancy Pelosi, Bernie Sanders, and Karine Jean-Pierre praising Biden's "vision" and "strategic thinking," followed by footage of his infamous debate meltdown. Source: Truth Social pic.twitter.com/b8HslGeRBK — Mario Nawfal (@MarioNawfal) December 31, 2024 For months Democrats ignored the fact that Joe Biden was a …
MSTR has slowed down their bitcoin purchases.. and bitcoin is down… and their stock is down. 🤔 It’s almost like these things are correlated in some way… I wonder if folks will keep lending them billions to buy bitcoin if this continues. https://t.co/FKAco4hglh pic.twitter.com/duimjODWAw — @jason (@Jason) December 30, 2024 Tether depeg now down to …
“Undercovered and underreported, that would be, to me, Joe Biden’s obvious cognitive decline that became undeniable in the televised debate,” Crawford said during a discussion on “Face the Nation” Sunday. Crawford then noted that White House staffers covered it up – limiting his in-person interactions, and calling genuine videos of Biden’s stumbles “cheap fakes.” “And …
This chart is eye-opening: The S&P 500 has seen modest growth in corporate earnings compared to its notable price appreciation since 2023, the year where, among other things, ChatGPT was released. pic.twitter.com/N03i8gn7Bs — Otavio (Tavi) Costa (@TaviCosta) December 23, 2024 BREAKING: The US consumer confidence index fell to 104.7 points in December, marking one of …
Bitcoin Keeping it simple Below 96700 for more than 72 hours and its lights out. Either way, its lights out in the not to distant future. pic.twitter.com/COraOh44fL — The Great Martis (@great_martis) December 21, 2024 will be zero soon https://t.co/1tVncx2mhD — Martin Shkreli (@MartinShkreli) December 21, 2024 Who farted? Guess who's next? pic.twitter.com/9EbuQT0vKn — The …
Dow jones Update Keep it simple. Bounced off major trend-line (text book) Lower high expected over the weeks before it lets go. Unless it simply lets go. pic.twitter.com/hfCoiv0HnG — The Great Martis (@great_martis) December 20, 2024 https://twitter.com/leadlagreport/status/1870078316029313153 …..and how do you conclude "Soft Landing" based on this? Give me your best shot 💪 ["This time …
The global consumer is in secular decline (with an average 10:1 spending, saving, consuming capability over low-income nation consumers) …and the global low-income nation producers will have fewer and fewer customers of means to purchase their products. Few will acknowledge that a “free-market economy” amid depopulation of consumers is incompatible with a financial system that …
California’s housing market is at record highs heading into 2025. However, prices could start to drop in the cities on this list due to a big increase in inventory and homes for sale. This video explores the cities across the California housing market where home prices could drop the most in 2025, based on underlying …
WATCH: Mitch McConnell, 82, claims he is not responsible for the managed decline of the US ‘America will not be made great again by those who are content to manage our decline’ Mitch is the longest-serving Senate party leader in American historypic.twitter.com/dVYOZbrQWq — Wendell Husebø (@WendellHusebo) December 8, 2024 “Sen. Mitch McConnell (R-KY) displaced blame …
Simply, the whole topic could be summed up with this cartoon. Sadly the keyword and mindset in Europe is: “NO. IT’S IMPOSSIBLE.” But these matters are always nuanced so first, let's understand the full picture… pic.twitter.com/y2glFsZfCK — Alessandro Palombo (@thealepalombo) December 5, 2024 First, the salary gap is staggering. Senior software engineer compensation: • Silicon …
(Bloomberg) — The world’s banks are on track to report the lowest revenue from foreign-exchange and rates trading since the pandemic, hit by tighter margins and a challenging macroeconomic backdrop. Over 250 firms including Goldman Sachs Group Inc. (GS), JPMorgan Chase & Co. (JPM), Citigroup Inc. (C) and Morgan Stanley (MS) are forecast to make …
TLDR: TIME claims Biden deserves credit, not Trump, for economic success. Article ignores inflation, rising consumer prices, and debt-driven GDP growth. Wage recovery offset by prior months of disproportionate inflation growth. Consumer confidence remains weaker compared to pre-Biden levels. Energy production thrives despite, not because of, Biden’s policies. SPITS OUT COFFEE: TIME Tells Readers ‘Don’t …
First, let's look at the numbers: • US GDP: $25.5 trillion• EU GDP: $16.6 trillion But in 2008, they were nearly equal. What the hell happened over the past 16 years? It's simple: pic.twitter.com/cC4YeDjwgg — Ole Lehmann (@itsolelehmann) November 13, 2024 But it goes deeper than numbers… European talent is fleeing en masse. I see …
Even the most hardcore CNN and MSNBC watchers are tuning out because they’re tired of being lied to. The gaslighting prior to the election was just the final straw for many. Hopefully they now realize these are just propaganda networks run by the CIA. Even the most hardcore CNN and MSNBC watchers are tuning out …
Lost in the payroll mess, the ISM (manu) dropped to fifteen-month low not far off it. Worst part of it is how employment has dropped off during the summer, more evidence aligning with payrolls, hiring, layoffs, nominal incomes, etc. Firms have been cutting back production, trimming hours, reducing headcounts, and backlogs are still declining at …
https://twitter.com/severo_michele/status/1848848938310463643
TLDR: Drug overdose deaths dropped 12.7% in 12 months ending in May. Largest recorded reduction in overdose deaths, six consecutive months of decline. First time since 2021 overdose deaths fell below 100,000, at 98,820. Fentanyl has been a major driver of overdose deaths. In Cleveland, overdose deaths dropped 40% in early 2024. Experts are puzzled …
Oil has experienced a downtrend in Q3 2024, influenced by several factors: geopolitical tensions, EIA forecasts, OPEC+ production cuts, and slow growth in China. This pattern mirrors Q1 2023, where oil company profits subsequently declined. 2023 Q1 Chart 2024 Q3 Chart Here is a comparison of some oil companies earnings : 2023 2024 Disclaimer …
Captain DEI isn’t beating the stereotypes. https://t.co/nj4j1X40LW — CONSERVATIVE (@ConservativeOG) October 21, 2024
Phillips 66 (NYSE: PSX) announced plans to cease operations at its Los Angeles-area refinery in the fourth quarter of 2025 and will work with the state of California to supply fuel markets and meet ongoing consumer demand. “We understand this decision has an impact on our employees, contractors and the broader community,” said Mark Lashier, …
by New Radio Release Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up Gerald Celente of the Trends Journal joins us for an explosive interview on a range of topic, including gold’s rise, the pending death of the dollar and why Gerald is more concerned now than ever that we’re on the …
View post on imgur.com https://www.conference-board.org/topics/consumer-confidence Consumers’ view on the economy tumbled in September, falling by the largest level in more than three years as fears grew about jobs and business conditions, the Conference Board reported Tuesday. The board’s consumer confidence index slid to 98.7, down from 105.6 in August, the biggest one-month decline since August …
Europe grapples with its decline Americans consumed by their country’s election cycle may be struck by the mood across the pond. In the apocalyptic rhetoric of Republicans, the American economy is the proverbial sick man of the West, hampered by rampant inflation, battered by tides of plundering illegal migrants and doomed by the leftist schemes …
The United States' 33 million small businesses employ about 46% of all private sector employees, according to the Small Business Administration, and were responsible for 70% of net new jobs since 2019. — unusual_whales (@unusual_whales) September 11, 2024 37% of NFIB respondents reported deteriorating earnings, the largest share since March 2010, due to weaker sales …
Translation, people stopped using Instacart because they’re finally waking up to the fact that they mark everything up 5 to 10% then charge you a delivery fee for the convenience. Just wait till people realize, Uber, DoorDash, etc. do the same. — Locu$t Fund$ (@LocustFunds) September 11, 2024
ChargePoint, a leading electric vehicle-charging company in the Bay Area, has announced layoffs affecting 15% of its workforce, approximately 250 employees, in its second round of cuts this year. The announcement was made during the company’s second-quarter earnings call last week. “Today, we have implemented an action plan to create efficiencies while reducing operating expenses,” …