Independent thinking for complex markets and current events
Recent reports (e.g., their Feb 11 piece on $1.28T credit card debt) note record balances and rising delinquencies. NY Fed data (Q4 2025) show overall household delinquency at 4.8%, the highest since 2017, up from pandemic lows. Credit card 90+ day serious delinquency stands at 12.7%, the highest since 2011. Auto loans are near 2010 …
There’s nothing biased about labeling this the biggest bubble in US equity & housing history – it’s called the reality. Bubbles are rarely linear. — Don Johnson (@DonMiami3) August 24, 2025 Housing market weakness triggers Lennar to offer biggest incentives since 2009#RESights #MacroEdge — MacroEdge RESights (@RESightsbyME) August 24, 2025 July 2025 saw the second …
When the United States left the gold standard in 1971 under President Richard Nixon, it marked a fundamental shift in how the U.S. government could manage its finances. Prior to that, the value of the dollar was tied to a specific amount of gold, which acted as a safeguard to prevent unchecked printing of money. …
🤣🤣🤣🤣🤣🤣🤣 https://t.co/oxH5lDpA4H — Darth Powell (@VladTheInflator) June 8, 2023 US credit card delinquency rates are currently at "normal" 2019 levels but there are some ominous signs for the consumer credit market. Are we going to see a "newly prime" lending crisis this time? pic.twitter.com/i2xDXpNY3Y — Boaz (@sobradob) June 1, 2023 Credit Card Debt Keep Surging …
