Independent thinking for complex markets and current events
The James Webb Space Telescope and the Chandra X-ray Observatory have captured the clearest image yet of a galaxy cluster in the making, seen when the universe was only one billion years old. This stunning image showcases what astronomers think is the most distant galaxy protocluster ever found, and it holds a very important clue …
The irrational policies of the German elite have been harming not only Germany itself but also all of Europe for years. And yet, there's no sign of a clear sobering up. This is fertile ground for awakening various demons in society and feeding externally funded schemers. pic.twitter.com/jmz8jdZehd — Will Not Live Twice (@pablobojar) December 2, …
This is a major signal. Homes sitting on the market for 47 days longest in 6 years isn’t just about high mortgage rates. It’s about liquidity freeze in the real economy. Buyers can’t afford to stretch, sellers don’t want to cut, and volume is collapsing as a result. This kind of… https://t.co/E8sPDxFwNH — EndGame Macro …
Retail dip buyers may vanish when reality finally lands. Given how overpriced the U.S. stock market is, and the severity of the coming recession and earnings decline, it still has a long way to fall. In fact, despite the decline, given the negative impact of tariffs, the market is more overpriced now than it was …
Only need it to contract another $4-5 trillion so we can afford things again. pic.twitter.com/SPu4jtzqGy — Tim Cronin (@Brenin8787) September 23, 2024
For CMBS, it’s 2007 Right now is the bargaining stage for CRE—assets quietly being liquidated to meet redemptions, balance sheets tidying up, the industry stoically battening the hatches All trying not to panic Dry powder? Yes But there’s a storm on the horizon https://t.co/y6jVEw3C1k — Amy Nixon (@texasrunnerDFW) July 17, 2023 Fun Fact: Egg prices …