Independent thinking for complex markets and current events
By Peter Reagan As a general rule, I don’t recommend blindly following institutional investors. After all, their incentives are different from yours. They manage quarterly performance pressure. They answer to boards and beneficiaries. They navigate regulatory frameworks most of us never think about. But I also don’t ignore them. When pension funds, sovereign wealth funds and global asset managers …
BREAKING: MAYOR ZOHRAN MAMDANI SAYS NEW YORK CITY IS FACING A “FISCAL CRISIS ON THE SCALE OF THE GREAT RECESSION” pic.twitter.com/fbpDCgyhnr — Insider Paper (@TheInsiderPaper) January 28, 2026 Mamdani says New York City must drastically hike taxes on rich to fill $12 billion deficit Here comes the socialism #MacroEdge — MacroEdge (@MacroEdgeRes) January 28, 2026
He is voting history says a different story. — Just Peachy Liberty (@JPeachyLiberty) January 3, 2025
While all Europe is engaged in dealing with the tragic fallout from the demented policies that allowed unchecked mass migration to wreck most societies in the continent, perhaps no other country has a government so engaged in tackling the issue as the Netherlands – after all, to curb migration is almost the whole raison d’étre of the current …
having a heart attack can significantly impact your life expectancy. Let me explain further: Causes of Heart Attack: A heart attack occurs when there isn’t enough blood flow to the heart muscle, leading to heart muscle damage. The most common cause is coronary artery disease, which results from plaque buildup in the arteries over time. Risk …
Total holdings of US Treasuries by China are at the lowest level since 2009 👀 pic.twitter.com/UEv2v5SPj3 — Markets & Mayhem (@Mayhem4Markets) November 12, 2023 Japanese investors are selling US corporate debt at a record pace 👀 pic.twitter.com/YxKZqSCuJe — Markets & Mayhem (@Mayhem4Markets) November 12, 2023 Investor actions with U.S. assets are raising alarms. Recent data …
US housing market affordability is, by far, at its lowest point in history. Even in the worst part of the 2008 financial crisis, affordability was ~15% BETTER than its current levels. With the recent move higher in treasury yields, we should see 8%+ mortgages within a week or… pic.twitter.com/fhfRwmMcSf — The Kobeissi Letter (@KobeissiLetter) September …