Independent thinking for complex markets and current events
The people with the best data are protecting themselves first, period. 🚨 WARNING: INSIDERS ARE DUMPING EVERYTHING RIGHT NOW!! Just look at the screen below. Literally EVERY transaction is a SELL. For the last 7 days, insiders: – Sold: $11.6 BILLION– Bought: $59.04 MILLION And that's ONLY what we can see. I'm sure the biggest …
Support for Israel has fallen below 50 percent in the United States. When casualties surpass 60,000, public opinion tends to shift. The stark numbers reflect a growing unease that goes beyond simple allegiance https://www.aljazeera.com/news/2025/7/29/death-toll-in-israels-war-on-gaza-surpasses-60000. Gaza faces a deepening famine crisis with over 20 percent of the population severely short on food.Starvation works quietly, cutting through …
BREAKING: Tesla, $TSLA, delivered 495,570 vehicles in Q4 2024, well below estimates of 512,466. The stock is back below $400 on the news for the first time since December 10th. pic.twitter.com/UAskYNhv2g — The Kobeissi Letter (@KobeissiLetter) January 2, 2025 $TSLA Reports COLLAPSING Q4 Delivery Numbers • Q4 2024 deliveries dropped to 484,507, down from 504,770 …
Global investment bank UBS published a report Monday highlighting the enduring value of gold as a hedge, despite a recent pivot among speculators toward equities following the U.S. presidential election. While the market appears optimistic, UBS cautions that policy uncertainty under the new administration remains high. Noting that a downtrend in the U.S. dollar and …
Germany & France continue to underperform the rest of the region, IFO & INSEE business indicators have also disappointed. Yet, Germany consumer confidence has improved with a higher propensity to buy led by income expectations but remains weak as seen with high saving ratio. pic.twitter.com/uMP6kujXzX — Sabrina Khanniche (@skhanniche) July 26, 2024 Early signs of …
US consumer confidence eased this month due to a more muted outlook for business conditions, the job market, and incomes. The Conference Board’s gauge of sentiment decreased to 100.4 from a downwardly revised 101.3 reading in May . Specifically, expectations for the next six months fell nearly 2 points to 73, while present conditions increased from a …
The convergence of contracting manufacturing, a downward trend in Goldman’s Capex tracker, and business inventory nearing contraction levels raises ominous parallels with past economic downturns. This alarming pattern, witnessed during the Dot Com bubble, the Financial Crisis, and the Pandemic, underscores potential challenges ahead for the economy. Manufacturing pic.twitter.com/7NYfAV8mVk — Win Smart, CFA (@WinfieldSmart) November …
via Yahoo: Bogged down by inflationary pressures, customers are opting for lower-priced animal protein over alternatives such as plant-based products. The ambiguity around the health benefits of plant-based meat is also weighing on growth, said CEO Ethan Brown in a post-earnings call. “This change in perception is not without encouragement from interest groups who have …