A hub for independent voices and hard truths
A trillion dollars in defense spending… during peace time… while running multi-trillion dollar deficits. 😭… is it any wonder by the bond market is rejecting the lower inflationary print and dovish fed speak… while equity’s are at crazy high valuations… …
Gold is piercing a level that has held for 45 years. Moves of this size never happen in calm markets. Confidence in the current monetary system is fraying. The rally is powered by record central bank buying, ballooning U.S. debt, …
When investors flee currency for a tangible asset, it signals fear of fiscal collapse and unchecked debt. It's really unusual for 30-year Treasury yield to rise in a Fed easing cycle. It's even more unusual for 30-year yield to rise …
via notayesmanseconomics It is time once again to take a look at the situation regarding precious metals and let me open by congratulating Gold Bugs. BREAKING: Gold officially hits $3,600/oz for the first time in history. Gold is now up …
The UK has no choice but to start cutting its welfare bill, this could happen here in the US. The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices …
Over the past decade, Canada spent ~$11.2 billion on overseas gender initiatives under its Feminist International Assistance Policy, focusing on gender equality and women’s empowerment. This conservative estimate excludes billions more from gender-integrated projects. Critics, like the Fraser Institute, call …
Reagan promised tax cuts would pay for themselves. Blew out the deficit. Bush promised tax cuts would pay for themselves. Blew out the deficit. Trump promised tax cuts would pay for themselves. Blew out the deficit. Fool me once, shame …
Want to get serious about US deficits and debt? Address the entitlements. pic.twitter.com/HAPKe2ERmj — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) June 21, 2025
Treasury Secretary Bessent is celebrating higher tax revenue – even as government spending explodes. Here’s how government revenue and spending affect the purchasing power of your savings… By Peter Reagan One of the worst feelings in the world is when …
Japan just blinked. Late last night, Japan’s Ministry of Finance said they are considering cutting back on how many super long bonds they sell. On the surface, this may sound like a dry technical tweak, but make no mistake, it …
2024 goods trade deficits, surpluses with major trading partners pic.twitter.com/bWltftuV8F — Win Smart, CFA (@WinfieldSmart) March 25, 2025
DOGE was supposed to rein in spending, but when it comes time to act, it’s just more of the same. Trump inherited Biden’s mess, but if reckless spending continues, inflation won’t go away—it’ll get worse. You can’t spend your way …
Most of the US stock market are tech, that has a very high valuation plot from multpl. com pic.twitter.com/YQgSP5LoRy — Data Driven Stocks (@stockdatamarket) December 15, 2024 European Stocks trading at an all-time record discount relative to U.S. Stocks 🚨 …
BREAKING: Total US public debt hits a record $36.17 TRILLION, up $1 trillion over the last 105 days. US federal debt has risen by an average of $9.5 billion per day over the last 105 days. At the current pace, …
People need to start realizing that the ways things were with borrowing from 2010-2021 were an anomaly. Zero rates are gone. Never coming back. Inflation is a beast. It’s hard to stomp out. You need to crush it and the …
“Inflation driven price increases aren’t letting up, and neither are inflationary budget deficits that are likely going to keep going higher, regardless of which candidate begins a new Administration in January. Source: CBO” Inflation driven price increases aren't letting up, …
https://twitter.com/MichaelAArouet/status/1835570392057999604 U.S. debt skyrockets to $35.3 trillion, costing $3 billion daily just in interest. Interesting how nobody in DC wants to fix this? Why is that? Why hasn't Biden talked about this for 4 yrs? — floridanow1 (@floridanow1) September 16, …
‘As a physiocrat, this is the most alarming chart I’ve ever seen.’ https://twitter.com/1CoastalJournal/status/1834457143770317229 Soft landing confirmed 🛬 pic.twitter.com/zX7MgPiaV1 — The Coastal Journal (@1CoastalJournal) September 13, 2024 Source: https://www.ers.usda.gov/topics/farm-economy/farm-sector-income-finances/highlights-from-the-farm-income-forecast/ Under the Biden/Harris insane regulatory agenda, every aspect of getting food to …
Some other conspiratorial points about Gold strength have to do with its continued usage as neutral reserve asset for trade settlement in BRICS and away from US$/UST. This week, China leadership is in Saudi talking to MBS about various things …
Can someone explain how fiscal deficits in Europe will be reduced as we go forward given accelerating deindustrialization and upcoming pensions and healthcare entitlements demographics crisis in Germany, Italy and Spain? pic.twitter.com/ZTpb3ctJbG — Michael A. Arouet (@MichaelAArouet) July 4, 2024 …
One of the best quotes regarding economics & money IMO… pic.twitter.com/Pj4zqWlYXL — John Haar (@john_at_swan) July 2, 2024 During World War I and World War II, the UK indeed faced significant increases in its national debt. In 1914, the debt stood at £650 …
via notayesmanseconomics We have seldom been in a time where there has been so much confusion and uncertainty about the US economy. We came into 2024 with the Conference Board leafing indicators having suggested a recession on the cards and …
via notayesmanseconomics: The calling of an election in France has already caused some questioning of what some regarded as economic certainties. One is the trope represented by the French finance ministry yesterday. France’s finance minister has warned that the country …
Stan Druckenmiller on Bidenomics: “If I was a professor, I’d give him an F. Treasury is still spending like we’re in a depression. We have 7% budget deficits at full employment… it’s unheard of.” pic.twitter.com/YTs0EgLkjF — unusual_whales (@unusual_whales) May 12, …
Amid escalating concerns over fiscal deficits worldwide, the surge in gold purchases by central banks during the first quarter signals a broader financial instability, echoing fears beyond the US alone. As governments grapple with post-COVID economic challenges, the unprecedented acquisition …
The US faces a fiscal dilemma as record spending, deficits, and debt levels clash with inflationary green energy policies, potentially sparking a conflict between the Federal Reserve and government. Key points: Record non-crisis spending, deficits, and debt levels pose fiscal …
As the IMF’s Gita Gopinath highlights the repercussions of high U.S. deficits on global economic dynamics, concerns arise over the sustainability of economic growth amid rising deficits and the need for comprehensive fiscal reforms. Important Information and Details: IMF’s Gita …
There are good reasons why European equities are lower valued. Overregulation and lack of innovation have their price. pic.twitter.com/VtGmPjy81J — Michael A. Arouet (@MichaelAArouet) March 25, 2024 BREAKING: EU probes Apple, Google, Meta under new digital law READ: https://t.co/6aJ9BHMAWX pic.twitter.com/lREZgzygDe …
The #NationalDebt just surpassed $34.5 trillion, up over $100 billion so far in March. At this rate the National Debt will rise $300 billion during the month. That's a annual pace of $3.6 trillion. Rising deficits will likely push the …
