Independent thinking for complex markets and current events
Italy will not take part in US President Donald Trump’s “Board of Peace”, Italian Foreign Minister Antonio Tajani said Saturday, citing “insurmountable” constitutional issues. Trump launched his “Board of Peace” at the World Economic Forum in Davos in January and some 19 countries have signed its founding charter. But Italy’s constitution bars the country from …
Bad for Intel, fine for AI, and a reminder that the real power still sits with whoever runs the best fabs. NVIDIA had reportedly tested Intel’s 18A chips following their $5 billion ‘mega-deal,’ according to a new report, but the sampling didn’t yield decisive results for the foundry division. Intel’s 18A Node May Be an …
by confoundedinterest17 Roll out the barrel! As in Fed money printing. How can the current housing disaster be fixed? One answer is to build more homes (made difficult by local government zoning and building policies). Another is increase household income. But Fed money printing is the easiest way to increase home prices. Since the Federal government …
BREAKING 🚨: U.S. Housing Market Homeowner Households declined for the first time in 9 years 👀📉 pic.twitter.com/8lUGHnHx93 — Barchart (@Barchart) August 14, 2025 Las Vegas has the 3rd highest home foreclosure rate among major US metro areas as of July pic.twitter.com/0iYxb3C9cx — Las Vegas Locally 🌴 (@LasVegasLocally) August 14, 2025 Cheap REITs aren't bargains – …
by confoundedinterest17 It’s Gov’t Gone Wild! That includes The House, Senate, President and Federal Reserve. The purchasing power of the US Dollar was $1004.4 on 1915-03-01. By 2025-05-01, the purchasing power fell to $31.1, a loss of 97%. Public debt since the last year of GW Bush, Obama/Biden (with a brief hiatus with Trump) rose …
Core Retail Sales (Month-over-Month) Actual: -0.3% Forecast: 0.2% Previous: 0.0% Export Price Index (Year-over-Year) Actual: 1.7% Forecast: Not available Previous: 1.9% Export Price Index (Month-over-Month) Actual: -0.9% Forecast: -0.1% Previous: 0.1% Import Price Index (Month-over-Month) Actual: 0.0% Forecast: -0.2% Previous: 0.1% Import Price Index (Year-over-Year) Actual: 0.2% Forecast: 0.1% Previous: 0.1% Retail Control (Month-over-Month) Actual: …
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
The New Tenant Rent Index, which leads CPI Rent, declined sharply in Q4. pic.twitter.com/tx68aJFd8c — Augur Infinity (@AugurInfinity) January 22, 2025 Powell has mentioned the Cleveland Fed "New" rents vs. that of "All" rents, knowing that New will lead the All. New rents just came in at -2.43%. pic.twitter.com/1sQf9eCaiQ — Randy Woodward (@TheBondFreak) January 22, …
Imagine if humanity’s future were slipping through our fingers—literally. For decades, the world has been fixated on the threats we can see: climate change, pandemics, economic upheaval. Yet, quietly, an invisible crisis has been brewing inside our bodies. Sperm counts in men have plummeted by nearly 50% worldwide in just a few decades. This isn’t science fiction; …
https://t.co/x86jmwPvji — Charlie Bilello (@charliebilello) September 12, 2024 Health insurance in the US is a racket, legalized fraud. Look at the United Healthcare chart. $UNH pic.twitter.com/FGTeB4E5jR — Devin Downing (@Devin_Downing) September 12, 2024
Vice President Kamala Harris’s 2024 presidential campaign reportedly “declined requests for comment” about when Harris will stop declining the media’s requests for comment. “The Harris campaign has declined requests for comment about when Harris plans to stop shunning media availability,” the Daily Beast reported on Thursday. The outlet pointed out that reporters “have not been …
BREAKING.🚨 The heads of the Secret Service, FBI, and Homeland Security have all declined to testify in the House on the shooting of former President Donald Trump. The Trump assassination plot cover-up continuespic.twitter.com/abkpUeImVj — Kyle Becker (@kylenabecker) July 23, 2024 BREAKING: @SecretService Director Kim Cheatle just RESIGNED following the attempted assassination of President Trump and …
A new report from Circana shows that US spending on video game hardware, content and accessories declined by 6% in May to US$3.97 billion, a difference of nearly US$300 million compared to the same month last year. All sectors of the industry were affected, with hardware spending dropping 40% to US$202 million. Mat Piscatella, Circana’s …
You wonder why homes for prices have not declined? This has been going on for some time and Congress knows about this and came up with a bill….but nothing has happened. — floridanow1 (@floridanow1) July 15, 2024
Overall CPI-U: The Consumer Price Index for All Urban Consumers (CPI-U) remained unchanged in May on a seasonally adjusted basis, following a 0.3% increase in April. Over the last 12 months, the all items index rose by 3.3% before seasonal adjustment. Shelter Index: The index for shelter increased by 0.4% in May, marking the fourth …
THIS IS REALLY CONCERNING: Japan households spending declined in the last 14 out of 15 months. Meanwhile, Japan's GDP shrank at an annualized pace of 2.9% in Q1 2024, rose slightly by 0.1% in Q4 2023 and contracted by a whopping 4% in Q3. 3rd largest economy is in a recession. pic.twitter.com/FgF9ZKzkkQ — Global Markets …
by confoundedinterest17 I am no forune teller, but this doesn’t look to good for old Joe (Biden). Existing home sales fell -2.8% YoY in May. US existing home sales fell for the third straight month in May (-0.7% MoM vs -1.0% exp). This left home sales down 2.8% YoY (YoY sales have not increased since July …
Homebuyer Conditions Index: The homebuyer conditions index has declined to an all-time low in June 2024, reaching 27 points. This index reflects consumer sentiment regarding homebuying conditions. Only 14% of consumers currently believe it’s a good time to buy a home, down from 20% last month1. Affordability concerns are a major factor contributing to this …
Lol, of course they revised the PPI numbers to be worse for the last four months in a row. Of course they did. The headline is all that they need today to make the markets go green. They’ll tell you the truth two months from now. — Uncle Milty’s Ghost (@his_eminence_j) June 13, 2024
China faces a demographic challenge with sharp declines in young adults and births. China: The number of annual births has plummeted from 18 million in 2014-15 to 10 million today pic.twitter.com/91Rmch1gJZ — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) May 22, 2024
All legacy media is dying. And they should. I much prefer the raw, unfiltered truth of an outlet like X. #Reuters pic.twitter.com/z3xm0NaGfu — Bogachan Ozdemir (@Bogachan_1971) May 14, 2024 https://twitter.com/sw_hines/status/1790412580315697547 AC
Despite expanded capacity, U.S. wind power faced setbacks in 2023, primarily due to decreased wind velocity. Similar wind stilling phenomena in Europe underscored the vulnerability of wind-dependent energy systems, prompting a return to coal power generation during energy shortages. Wind stilling in Europe / UK contributed greatly to insane energy prices 2 winters ago. "The …
by confoundedinterest17 Manufacturer’s Durable Goods New Orders growth peaked in April 2021, thanks in part to M2 Money Growth peaking in February 2021. And its been all downhill since then. Preliminary March data showed a slightly better than expected 2.6% MoM rise (2.5% exp) in the headline orders print. However, thanks to the downward revisions, Durable goods …
Robert F. Kennedy Jr. said this week that members of former President Donald Trump’s inner circle asked him to run as Trump’s vice president. “President Trump calls me an ultra-left radical. I’m soooo liberal that his emissaries asked me to be his VP. I respectfully declined the offer,” Kennedy Jr. wrote in a post on …
Q1 ENDS WITH CITIGROUP “REFUSING” TO PAY INTERESTS DUE ON A REPUBLIC OF NIGERIA NOTE… 🤨 The fun part? As you can read here the #DTCC is totally “relaxed” about it… https://t.co/VMZ02Qsr2o pic.twitter.com/W5vS1OYTWs — JustDario 🏊♂️ (@DarioCpx) March 28, 2024
Due to the difficult situation at the front, the United States may evacuate Zelensky from Kiev, said ex-Pentagon employee Stephen Bryan pic.twitter.com/dcATsI1xtn — Sprinter Press (@SprinterPress) March 5, 2024 The latest on the Russia-Ukraine crisis: KYIV, Ukraine — Ukrainian President Volodymyr Zelenskyy was asked to evacuate Kyiv at the behest of the U.S. government but …
by mrmrmrj Here are some recent “news” articles: https://www.cnbc.com/2023/09/08/apartment-rents-on-verge-of-declining-due-to-massive-supply.html Rents in August were just 0.28% higher than August 2022, according to RealPage. Compare that to a year ago, when rents were posting 11% annual growth. The number of new units being built is at a 50-year high, with more than 460,000 being completed this year …
4/7 "The overall participation rate is expected to drop to 60.4% in 2032, according to the #Labor Department, mainly because of baby boomer retirements." pic.twitter.com/OBkde7cVKs — Kailash Concepts (@KailashConcepts) October 18, 2023
by confoundedinterest17 Is The Fed pushin’ too hard on rates to fight inflation? Or not hard enough?? Between the data and the overnight momentum in overseas markets, bonds are at their weakest levels in years. Mortgage-backed securities (the bonds that dictate mortgage rates) didn’t swoon quite as much as Treasuries, but as of today, it was just enough …
