A hub for independent voices and hard truths
The retail sector is where the pain is that he’s referring to pic.twitter.com/04gIC0uWkj — Travis Rothell (@TRothell62855) April 28, 2026 Jamie Dimon today: "The way it's going now, there will be some kind of bond crisis." He added that when …
10-year Treasury yields hit 4.4% for the first time since July 2025. But war, exploding debt and soaring inflation will drive yields much higher. Without big rate cuts and massive QE (a mistake), stocks and real estate will crash, resulting …
When CAPEX history meets nosebleed valuations, the only direction for risk is down. “What lower short term rates have done is keep stock prices elevated & valuations stretched. That distortion shows up clearly in the data. The $SPY currently trades …
It isn’t a slump. It’s a straight-up crash. The investment collapse matches the collapse in household lending, and the banks are finally admitting it in their numbers. China’s property downturn has now lasted for over 4 years byu/RobertBartus inEconomyCharts It's …
The US added an average of just 3,000 private-sector jobs per month over the last 3 months (ADP data), the slowest pace since the 2020 recession. A year ago, we were adding over 200,000 jobs per month byu/RobertBartus inEconomyCharts Wendy’s …
Can’t even look at the news anymore without the blood boiling. All this talk of the economy teetering like it’s ’07 all over again, big bank bosses like Dimon muttering about crashes coming any day now, and there folks sit, …
by Michael The agriculture industry in the United States is deeply broken. Farmers are the foundation of it all, but they are being financially squeezed from every direction. They are being squeezed by the giant monopolies that control the seeds, fertilizer …
Home prices fall in 60 percent of counties… 1) This indicates that the U.S. housing correction is no longer just a Texas and Florida downturn. In fact, over 30 states showed a monthly contraction in May 2025 according to the …
S&P 500 already trading back at peak 2025 multiples, only difference is that earnings estimates for this year are significantly lower. pic.twitter.com/vALbxftwDK — Michael J. Kramer (@MichaelMOTTCM) June 10, 2025 It looks like nobody is hedged pic.twitter.com/cBLSBJ1GdI — James Choi …
📈 Gold’s 2025 Surge: Defying the Commodity Downturn byu/EconomySoltani inInfographics Divergence Began in November 2023 By May 2025, gold prices had surged 25.0% year-to-date, in sharp contrast to the broader commodity market slump. The overall commodity index fell 9.0%, with …
Nvidia did the heavy lifting during the market rebound since April. Failure to make new highs at this point means the market is heading down $NVDA pic.twitter.com/NzCOvtlWvo — The Maverick of Wall Street (@TheMaverickWS) June 1, 2025 The unemployment rate …
Housing Vacancy has increased 28% since the second quarter of 2022. Despite the claims regarding shortages. Now at 8.2% combined vacancy rate and no sign of slowing. pic.twitter.com/G7vaInermG — Mr.Awsumb (@MrAwsumb) May 29, 2025 https://t.co/Fc03RBIPF7 pic.twitter.com/gQGpYEv08k — Michael Burry Stock …
South Korea is bailing out small businesses. China is injecting $80B into its banking system. Factories are furloughing workers. Bond markets are collapsing. The Bank of Korea froze, paralyzed by “uncertainty,” but will be forced to cut rates again. The …
In REAL terms, we’re very close to the full downturn of 2022 byu/cxr_cxr2 inwallstreetbets Considering the euro/dollar exchange rate, the Nasdaq 100 has lost 27.5% from its February highs. Throughout the entire 2022 bearish phase, even accounting for the euro/dollar exchange …
CITI CUTS U.S. EQUITIES TO NEUTRAL, WARNS ON TARIFF IMPACT Citi just downgraded U.S. equities to Neutral from Overweight, flagging recessionary earnings revisions, rich valuations, and trade risks. They now expect global EPS growth of just 4% in 2025—well below …
US Treasury Secretary Scott Bessent: Trump has maximum negotiating leverage right here, right now. I think it would be a mistake to think otherwise. Many of our trading partners have not escalated, and they will get priority in the queue. …
🔴YIKES, S&P 500 bull trend looks broken, peak in sight? Wall Street's narrative is cracking, where's smart money going next? My Substack post reveals 2025–27’s best contrarian bets. https://t.co/MTHMTRa3tD pic.twitter.com/8TlMSlRuOC — The Macro Pulse (@TheMacroPulse) March 23, 2025 https://twitter.com/Jedi_ant/status/1904205083811696841 The …
Remember how I warned you all that after the election, we'd suddenly start getting "surprise" and "unexpected" downward revisions on all of the allegedly glowing economic numbers? 😎 Now watch corporate earnings and forward estimates revise down. — Uncle Milty’s …
My take is that 30yr mortgage is in a pause before heading higher. — Alistair (@kiwiangloameric) December 21, 2024 BREAKING: 30 year average US mortgage rates are above 7% again, per Mortgage News Daily. — unusual_whales (@unusual_whales) December 21, 2024 …
by Michael The number of job openings in the United States has been “falling off a cliff”, and that is a major red flag. The last four years have been an economic nightmare for most Americans, and that is one of the …
Without the inflated real estate market masking reality, 🇨🇦 economic downturn would be clear to everyone. pic.twitter.com/HYEjXawcWi — Shazi (@ShaziGoalie) December 9, 2024 People who make $160,000 can’t buy a house without government assistance. This country is so broken. pic.twitter.com/2lXf26PKHp …
2/ Over the last 2 years, rates have risen from 0% to 5% at a very rapid pace pic.twitter.com/x4ZhknYJT2 — Bravos Research (@bravosresearch) November 20, 2024 4/ According to the NBER, which officially defines recessions, 4 key metrics matter: – …
US Futures Edge Lower as MidEast Tensions Rise US stock futures fell further on Wednesday after the major averages tumbled in the first trading session of October, as an escalating conflict in the Middle East h… More here: https://t.co/t5tNk3mpX5 pic.twitter.com/VKNs0EyrWE …
This is the early phase before an economic downturn unfolds Buckle up pic.twitter.com/LFwQz6rIMe — Bravos Research (@bravosresearch) August 1, 2024 This is how the 2008 Financial Crisis crash unfolded 👇 pic.twitter.com/qYvdaiJQNd — Bravos Research (@bravosresearch) August 2, 2024 A record …
Posts from the economiccollapse community on Reddit The Buffett indicator doesn’t look so great, either. AI has pushed everything much higher. No one knows what effect it should really have on valuations and at some point a bubble does form. …
One Auckland-based housing block, which featured 108 modular units, was once promoted as the way of the future. Now, it is abandoned, with its’ builders in liquidation owing millions of dollars — yet another example of the downturn in construction. …
We’re looking at multiple economic indicators like the yield curve and jobless claims to assess recession risks While an economic downturn is not here yet Risks of it are gradually increasing At this rate, we cannot rule out an H2 …
"Gas demand continues to modestly lag last year’s levels … this tells us that the median US consumer is feeling inflation’s pinch."@DataTrekMB pic.twitter.com/t4pbWLLLto — Daily Chartbook (@dailychartbook) July 1, 2024 US JOB MARKET IS ONLY STRONG IN THE MEDIA HEADLINES …
Nautilus Holdings Ltd, a Bermuda-chartered company that leases container ships, filed for Chapter 11 bankruptcy protection in New York. The company, burdened with approximately $770 million in debt, sought this protection to bring creditors into a single forum for negotiations. …
Multifamily—which is working through a large pandemic era pipeline—is in the early stages of its downshift pic.twitter.com/CDWLL5rxPO — Lance Lambert (@NewsLambert) June 20, 2024 🏢📉 CRE CLO distress rate hits 9.74% in May, up 114 bps! 📊 Over 36.5% on …