Independent thinking for complex markets and current events
TraderHC @traderhc The dollar just broke below 99 during a genuine risk-off episode. Read that situation carefully. $DXY is supposed to rally when $VIX is at 25 and fear gauges are flashing. That’s the Dollar Smile theory. Crisis means dollar strength. Instead, the greenback is making new lows. The 2-year yield at 3.56% tells the …
An eye-opening and massive number of C-17 Globemaster military transport and cargo planes have been observed heading to Europe and the Middle East, in what some monitors have forewarned looks like the build-up to major war in Iran. One regional watcher and pundit commented in response: “112 C-17s are in or on their way to …
Who could have ever seen this coming? https://finance.yahoo.com/news/saylor-crypto-imitators-are-now-under-pressure-as-doubts-grow-about-their-business-model-140027268.html Enthusiasm for Michael Saylor’s Strategy (MSTR) — and some of its numerous imitators — has been fading, with the stocks for some of those companies tumbling over the past month. Over Sunday night, the total market capitalization of crypto fell by as much as $33 billion, according …
CNN host casts doubt on Epstein letter tied to Trump conversation. IMO- this was an attempt by the WSJ to cover for Obama on the Tulsi drop. They were probably tipped off by some holdover inside the DNI. — OG MAGA CANMAN 🦅🇺🇸 (@Ca30199057Chris) July 19, 2025
Musk-Trump feud sinks company cash plans The 12.5% yield on xAI's $3B Notes signals high risk, down from a $20B cash raise, amid financial strain post-Musk-Trump spat. xAI's $33B X Corp buy (plus $12B debt) & Memphis turbine issues & pressure. No profit, 3-4 mo cash burn suggest market doubt. https://t.co/Ld3I22UuEw — The Coastal Journal …
President Donald Trump has told his inner circle, including members of his Cabinet, that Elon Musk will be stepping back in the coming weeks from his current role as governing partner, ubiquitous cheerleader and Washington hatchet man. The president remains pleased with Musk and his Department of Government Efficiency initiative but both men have decided …
CNN host Fareed Zakaria said he doubts the hush-money case brought against former President Donald Trump in New York would have been levied against anyone else. Republicans “seem to be uniting behind Trump” as he faces multiple prosecutions while seeking another term in the White House and “whatever opposition he faced in the primaries has …
Economic data looks rosy, so why are people complaining? Maybe it’s because the data is being manipulated. Consider this:– BLS Household Survey shows 5 million fewer employed workers than its payrolls survey– Phila Fed just admitted payrolls overstated by 800k– The… — Robert F. Kennedy Jr (@RobertKennedyJr) April 1, 2024
The appointment of Gabriel Attal as France’s Prime Minister is a concerning testament to the trivialization of political leadership. His swift rise through Parisian political circles raises doubts about the depth of his life experiences and suitability for such a critical role. From a privileged background to a rapid succession of political appointments, Attal’s trajectory …
Guardian: Israel has failed The British Guardian newspaper writes that Israel lost the war, but Netanyahu and his radical cabinet do not want to admit it. pic.twitter.com/G4F9WIwrZz — Sprinter Press (@SprinterPress) December 23, 2023 via theguardian: Until recently the war narrative on Gaza has been very largely controlled by the Israel Defense Forces (IDF) and …
2024 promises volatility! Fund managers bullish on duration, yet crowded trade faces headwinds and risks. 2024 Will Be A Roller Coaster Ride! 🔥🔥🔥 Fund managers are extremely bullish on duration as a majority of them (62%) expect lower long-term rates as inflation falls and the world’s largest central bank turns dovish. Nonetheless, there are several …
https://twitter.com/WinfieldSmart/status/1736936139418661091 Chinese equities hit 5-year low as doubts grow about decades of stunning growth. Post-COVID recovery disappoints, challenging Beijing to choose between more debt or slower growth in 2024 and beyond. Contrary to expectations, consumers save, foreign investment declines, factories struggle, and property markets face instability, raising concerns about China’s growth model. Some economists draw …
via CNN: In addition to the world’s lowest birthrate, South Korea has one of the world’s fastest aging populations. That has left it with a problem familiar to graying nations across the world, namely: how to fund the pension and health care needs of a growing pool of retirees on the tax income generated by …