Independent thinking for complex markets and current events
Yields up means bonds down. Treasury yields are going to skyrocket when the FED cuts rates tomorrow — Nostra, House of Gold (@Nostre_damus) September 16, 2025 U.S. Dollar now testing 14-Year Support 🚨 It's now or never pic.twitter.com/Q8RIcoZGnZ — Barchart (@Barchart) September 16, 2025 U.S. Stock Market hits its most expensive valuation in history, surpassing …
For all of you dollar doomers out there. Foreigners now own a record $9 trillion in treasuries. Don’t let your hopes and dreams of a dollar crash cloud what the data is telling you. The dollar isn’t going anywhere. pic.twitter.com/utmqGXs1hY — QE Infinity (@StealthQE4) September 16, 2025
They did not investigate. They fabricated. And now they face a lawsuit designed not to correct the record, but to dismantle the institutions that published it. President Donald Trump has filed a $15 billion defamation and libel suit in Florida federal court against The New York Times Company, four of its senior reporters, and Penguin …
by confoundedinterest17 Under The Federal Reserve, the purchasing power of the US Dollar has declined -97% since the establishment of The Federal Reserve in 1913. It is the House of the Dying Dollar. Under The Federal Reserve, the purchasing power of the US Dollar has declined -97% since the establishment of The Federal Reserve in 1913. …
The faint reassurance that the dollar still dominates is fleeting because the trend is compounding. Every deal settled in yuan, every gold warrant moved into reserves, every transaction bypassing the dollar erodes the assumption of American financial supremacy, and no press release or pundit can rewrite that reality. The question is unavoidable: who suffers first …
via Tom McClellan Every US president and Treasury secretary claims to favor a strong dollar, although they usually secretly wish for a weaker dollar, to make US exports more attractive. But I am betting none of them have ever been aware of the relationship between taxes and the dollar, shown in this week’s chart. What …
CoreWeave’s strategy is a ticking time bomb for the AI market. It relies entirely on debt to fund operations while inflating valuations through compute-for-equity deals. The illusion of growth props up investor confidence, but when borrowing stalls, collapse will be sudden and brutal. Nvidia-backed CoreWeave $CRWV loses 24 cents on every dollar in sales. The …
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, Fed credibility under question, and geopolitical fractures. The mainstream media has no idea why gold …
by Jesse Colombo The U.S. dollar is experiencing a rare volatility squeeze, indicating that a major move is near. While the most likely direction is downward, any move will have a big impact on precious metals. Lately, I’ve been writing a number of updates that follow the theme of “asset X is on the verge …
Global confidence in the dollar is already fragile. Any serious move into gold signals that investors no longer trust Washington to manage debt or preserve purchasing power. This is more than a market event. It is a warning that the financial system is teetering on the edge and a crisis could ignite at any moment. …
Getting younger and younger. No shame I say moms loosely..pic.twitter.com/z9r24nDYjJ — Ava- I Love My USA! 🇺🇸 (@WEdwarda) September 3, 2025
The dollar’s collapse against gold is a warning few are ready for. When ETFs and institutional money start chasing the yellow metal, demand could explode, sending prices into uncharted territory. Every decline in the dollar erodes savings, pensions, and wages, and global markets that rely on dollar liquidity will face sudden shocks. The Dollar has …
Authored by Mike Shedlock via mishtalk, Interesting Combination Today: Gold, the long bond yield, and the dollar are all up strongly. Interesting Market Action Gold: +$85.00 to $3,602 (+2.4 percent) 30-Year Long Bond Yield: Up 5 basis points (0.94 percent) to 4.97 percent US Dollar Index: Index level up 0.57 points (0.57 percent) to 98.257 …
via James Hickman For centuries, the Byzantine Empire’s gold coin, known as the solidus, had been the backbone of global trade in the medieval world; nearly pure gold, the solidus was trusted by merchants from Baghdad to London. But by the 11th century, multiple emperors had chipped away at its gold content—watering it down to …
The dollar is losing its grip. Not gradually. Not quietly. It is hemorrhaging trust and authority before our eyes. In Q3 2025, the U.S. dollar’s share of global reserves fell to 42.01 percent — the lowest in recorded history. The decline is not a drift. It is a collapse accelerating with every headline. IMF financial …
More publications are chiming in about Trump’s rapacious reach for ownership of major US corporations, and we get a glimpse of his plans to kill the dollar by seizing control of the Fed. by David Haggith I’m going to keep it short today because all-day training at work prevented any of the usual time my …
BREAKING: A New York appeals court has STRUCK DOWN the $464 MILLION penalty against President Trump connected to his civil fraud case. BREAKING: A New York appeals court has STRUCK DOWN the $464 MILLION penalty against President Trump connected to his civil fraud case. pic.twitter.com/cdVZHzMsEM — Libs of TikTok (@libsoftiktok) August 21, 2025 Plot twist: …
Scott Bessent says the next Fed chief must tame complex data, win Wall Street, and rethink the bank’s mission. pic.twitter.com/FKJC4UA1cL — Frost Article (@FrostArticle) August 11, 2025 🇺🇸 SEC BESSENT WANTS A FUTURE-THINKING BOSS FOR THE FED Scott Bessent says the next Fed chair needs to handle complex data, win over Wall Street, and rethink …
“83% of S&P 500 companies beat EPS estimates in Q2 2025” https://www.factset.com/earningsinsight But the real driver? A 15% USD slide from 109 to 96. That FX tailwind inflated overseas earnings, padded margins, and made weak quarters look strong. Consensus EPS jumped from $62.49 to $65.67, a 5.1% gain https://roancp.com/sp-500-q2-2025-earnings-report-performance-and-expectations/ Strip out the currency boost, and …
No good OpenAi cannot be trusted …. — P (@Th3Optomist) August 6, 2025 OpenAI’s ChatGPT Enterprise is now being deployed across the entire U.S. federal government—at a cost of just $1 per agency. “The U.S. General Services Administration announced Wednesday that OpenAI’s ChatGPT Enterprise is now available to all federal agencies to incorporate into their …
Gold holds, fiat fades, trust cracks. The dollar didn’t lose 97% of its value. They stole it. Right in front of you.Over decades.While telling you it was “2% inflation.” Gold doesn’t lie.Silver doesn’t print itself.Fiat is the scam. pic.twitter.com/1K0YZcqV8K — Mr. Uppy (@MisterUppy) July 29, 2025 DOGE was a giant con. The Deep State remains …
Valuations this lopsided don’t last. DXY looks like it has much further to rise. pic.twitter.com/Aw1QxqXfwg — Michael J. Kramer (@MichaelMOTTCM) July 28, 2025 Where do you think the risk vs. reward is? The last (and only) time the % distance was above 100% was… guess when? December 1999. This shift is inevitable. pic.twitter.com/DTCEv1K3bP — Guilherme …
The whole global financial system leans on a promise backed by math that doesn’t add up. Pretending these bonds are safe while ignoring the ballooning off-balance-sheet debts is the biggest confidence trick ever sold. Eventually, reality crashes the party. $1.4B Fartcoin is what you get when the "risk free" asset underpinning the entire banking & …
President Trump told reporters on July 25 that he “likes a strong dollar” but “you make a hell of a lot more money with a weaker one.” The dollar index is down 10% since January. That’s the steepest six-month drop since 1973. The U.S. M2 money supply just hit $22.02 trillion. That’s a record. Inflation …
Traders dump greenback ahead of Fed moves Dollar Heads for Sharp Weekly Decline The dollar index hovered around 97.5 on Friday but remained on track for a steep weekly loss as traders weighed evolving trade developments and looked ahead to next week’s Fede… More here: https://t.co/A99AbiWHBz pic.twitter.com/4pczqmceSS — TRADING ECONOMICS (@tEconomics) July 25, 2025
Chapters 00:00 – Introduction 02:08 – Effects of Government Shutdown and Stimulus Checks 05:45 – Impact of Low Interest Rates on Asset Classes 06:41 – Influence of Energy Prices and Outsourcing on Inflation 09:39 – Impact of Trade Policies on Manufacturing 12:51 – Trade Decisions in the Post-Pandemic Era 15:19 – Impact of Sanctions on …
The Bank of England, in coordination with European supervisors, is now asking major banks to run internal stress tests for a once unthinkable scenario: a full scale U.S. dollar funding shock. This includes modeling situations where access to dollar liquidity, even via swap lines could freeze entirely. These requests, made quietly through the BoE’s Prudential …
What’s going on here is likely a sign of rising global stress. The sharp drop in the 10 year Treasury yield alongside a spike in the U.S. Dollar Index (DXY) points to a flight to safety and a scramble for dollar liquidity. Normally, falling yields would weaken the dollar but when both move in opposite …
When a firm like BlackRock takes a hit of this size, it raises deeper questions: Who pulled the capital, and why? Was this a sovereign wealth fund reallocating for political or liquidity reasons? A pension plan de-risking into cash or private markets? Or a strategic exit tied to a shift in dollar exposure? In an …
