A hub for independent voices and hard truths
The pic.twitter.com/n5DK9NBjyU — David Levenson. I am increasing low beta leverage. (@PolarityRadio) December 8, 2025 The US 10-year yield has been in a downtrend since May (highlighted). Now it looks more like a breakout. pic.twitter.com/rVzSNwmvfi — Jim Bianco (@biancoresearch) December …
Junk bonds are high-risk corporate debts offering higher returns to investors. The chart shows their yields (interest rates) had been falling for 4 months—a positive sign of lower perceived risk—but recently spiked to 6.84%, breaking that downtrend. Implications: Rising yields… …
Empire Fed Manufacturing index drops to 0.2, biggest fall since May 2023. I predicted this last month when it went ridiculously high for one period. A couple of things on PMI reports: First, don’t take any new print to mean …
Oil has experienced a downtrend in Q3 2024, influenced by several factors: geopolitical tensions, EIA forecasts, OPEC+ production cuts, and slow growth in China. This pattern mirrors Q1 2023, where oil company profits subsequently declined. 2023 Q1 Chart 2024 …
h/t Daniel Kral Germany, the powerhouse of Europe, is grappling with a concerning economic downturn as its industrial sector continues to face challenges. In November, German industrial production experienced an unexpected decline of -0.8%, contrary to the anticipated +0.2% rise, …
That’s why alot of folks are betting on extended duration treasuries. This system doesn’t work if rates trends away from zero h/t InternationalTop2405
by bitkogan Personally, I’m doubtful of breaking this level ($67) soon, but opinions vary widely
