Independent thinking for complex markets and current events
By the time the implosion of Housing Bubble 2.0 finishes playing out, I suspect a lot of unhappy landlords will be forced to slash rents to attract or keep quality tenants. 17% of Home Sellers dropped their asking price in August pic.twitter.com/oeOxYJ6s4N — Barchart (@Barchart) October 3, 2025 h/ty Boo_Randy_II
The Wall Street Journal just reported that U.S. Landlords are becoming concerned over a slowdown in the rental market. Rental inventory is rising, and rent growth is now slowing, falling to its lowest level in 13 years, and the 6th lowest in the last 40 years according to John Burns Real Estate Consulting.
Late-night host Jimmy Kimmel’s comeback was embarrassingly short-lived. Since his return to the airwaves, Kimmel has enjoyed a significant boost in support from leftists who wanted to stick it to Republicans. On Tuesday, he saw a record 6.3 million average viewers, many of whom undoubtedly turned in to see what he would say about his suspension. But …
$25,000 Pattern Day Trading Requirement will soon go bye bye 🥳🫂🍾 pic.twitter.com/jcwH98UxCJ — Barchart (@Barchart) September 24, 2025 The gate is swinging open, but the floor beneath is a minefield. For decades, the $25,000 Pattern Day Trader rule has kept millions of retail investors locked out, watching hedge funds and institutions feast on volatility while …
The receipts killed the fantasy. Import prices jumped instead of falling, which means tariffs landed on Americans, not on exporters. If foreigners were “eating” the tariffs you’d expect to see import prices drop They’re not dropping Focus on reality, ignore the narrative https://t.co/P3R4fimCns pic.twitter.com/cI5qmUGVSr — George Gammon (@GeorgeGammon) September 12, 2025 CBS News confirmed the …
Intuit…. Models are flashing a 90% chance of corporate bloodbath in October. Bring rain gear. More to come. — Amanda Goodall (@thejobchick) September 10, 2025 J.P. Morgan Warns S&P 500 Could Drop Nearly 8% — First Squawk (@FirstSquawk) September 10, 2025 The overnight repo market is supposed to be the smoothest corner of the plumbing: …
Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, predicts that Bitcoin could crash, while gold rises and oil falls, as he believes markets are in a dangerous bubble that will burst with major volatility coming in the final months of 2025.
Authored by Mike Shedlock via mishtalk, Truck sales plunge amidst tariff concerns and uncertainty. Class 8 Truck Orders Hit 15-Year Low CJC reports Class 8 Truck Orders Hit 15-Year Low FTR Transportation Intelligence marked declines of 25% month-over-month and 36% year-over-year, with 8,900 units booked last month. While June typically sees a modest month-over-month uptick, FTR …
Unless they drop asset prices, no one is going to fucking retired after the boomers.pic.twitter.com/oPYVbH6wwq — Darth Powell (@VladTheInflator) August 17, 2025 Next time a boomer tells you to work harder. Punch him in the face 🥊 They had it way easier. https://t.co/geb4kWjaO7 — QE Infinity (@StealthQE4) August 19, 2025
https://twitter.com/TodRevolution/status/1957426113665503736 Bingo! Programs like HMH, Amplify, DreamBox, Panorama, Class Dojo, Khan Academy…All backed by Gates, Bezos, Zuckerberg and Thiel- They aren’t just “educational tools.”They’re surveillance systems. — Jessica Rojas 🇺🇸💪 (@VoicesUnheard) August 18, 2025
“If the common shares drop too much we’ll dump on preferreds to pump it back” …so why would anybody want to holdthe preferreds after that? He’s literally screaming it’s a Ponzi scheme. 😂 https://t.co/7TJdsALkpL — Rho Rider (@RhoRider) August 15, 2025
Washington DC’s highly touted 25–28% drop in violent crime is highly dubious, seeing as how murder stats are up while officials claim overall violence is down. Citing an NBC4 Washington report and a headline about a suspended DC police commander, Jimmy and Americans’ Comedian Kurt Metzger discuss police-union allegations that police supervisors reclassified shootings, stabbings, …
Toyota’s profit plunged 37% in the April-June quarter, the company said Thursday, cutting its full year earnings forecasts largely because of President Donald Trump’s tariffs. The Japanese automaker said it based its report on the assumption that Trump’s tariffs on exports from Japan, including autos, would be 12.5% starting this month. As of now they …
“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 …
Mortgage rates are falling. Home price growth is slowing. But the market is not recovering. It is unraveling. “The median U.S. asking price rose just 2.3% year over year… one of the smallest increases in two years.” https://www.redfin.com/news/housing-market-update-mortgage-rates-fall-price-growth-slow/ “Zillow anticipates a nationwide housing correction of 1.0% over the next 12 months… these 20 cities will …
BNPL firms are holding back repayment data from credit bureaus. Not to protect late payers. To stop on-time customers from getting punished. “We will not share loan info with the credit bureaus until we see concrete evidence that BNPL data reflecting responsible payment behavior will help, not hurt, the credit scores of our customers.” https://www.investopedia.com/these-2-bnpl-companies-wont-share-your-info-with-the-credit-bureaus-and-that-could-be-a-good-thing-11786128 …
McDonald’s is launching an adult Happy Meal. But it’s not just a meal, it’s a full-blown nostalgia campaign dressed as innovation. The McDonaldland Meal drops August 12. It comes with a Quarter Pounder or McNuggets, fries, a mystery shake, and collectible tins. The characters? Ronald, Grimace, Hamburglar, Birdie, Mayor McCheese, Fry Friends. All back. All …
The U.S. State Department just responded. We’re about to drop undercover footage exposing a CCP-linked scandal. Let's just say… it’s not looking good for the State Dept. official we caught on tape. Stay tuned. — James O'Keefe (@JamesOKeefeIII) August 6, 2025 This is just the beginning. These radicals with anti-American views have been embedded in …
Four weeks of sideways trading ahead. History shows crash soon follows. Are we heading for a crash? Let's compare the NASDAQ in 2008 and 2025. The current topping process mirrors 2008, with new highs after a sharp correction. In late 2007, the market churned for 4-5 weeks before collapsing. We will likely see weeks of …
Jaguar Land Rover CEO Adrian Mardell will leave in December 2025 after three years as boss. The company’s new ad campaign dropped the Jaguar logo and showed models, not cars. Many people did not like it. A Jaguar Land Rover spokesperson said, “Adrian Mardell has expressed his desire to retire from JLR after three years …
New Medicaid work rules are set to drop 30,000 Central New Yorkers from coverage That’s not a policy tweak That’s a system shock Syracuse’s three hospitals are bracing for 14,500 newly uninsured patients Not over a decade Over two years That’s one in five of their Medicaid load evaporating These hospitals don’t get to turn …
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
January 2021 peak warns of correction. This is the second most overbought the Nasdaq has been on volume momentum (lower pane) in the past 35 years. The first of course being January 2021. Note that with each peak in volume momentum, the large cap momentum stocks came back to the 200 dma. At minimum. pic.twitter.com/XRSPC0Rx6V …
U.S. homeowners now hold $34 trillion in home equity, nearly three times the level seen during the 2006 housing bubble. As a share of GDP, this is the highest housing wealth in American history. U.S. homeowners have $34 trillion in equity. That's almost triple the levels in the 2006 bubble. As a % of GDP, …
The economic data released this morning, July 17, 2025 at 08:30am ET, paints a clear picture: inflation is not accelerating. It’s cooling, and the Fed has breathing room. Import prices rose just 0.1% month-over-month in June, with the year-over-year rate at -0.2%. That’s deflationary. Export prices jumped 0.5% MoM and 2.8% YoY, but that’s external-facing. …
The pizza business is a great way to measure the real economy because it shows us what real people can afford and cannot afford or are choosing to spend their money on right now. And it’s a huge indicator of where the economy is headed. Pizza sales across the board both takeout and delivery and …
BREAKING: China’s total export volumes of rare-earth magnets fell -74% year-over-year in May, the biggest monthly decline on record. This comes after a -45% drop seen in April. Total rare-earth magnet exports reached 1.2 million kilograms last month, the least since February… pic.twitter.com/AuqJRTrVkB — The Kobeissi Letter (@KobeissiLetter) June 23, 2025 🚨US economic activity is …
Tucker Carlson’s statement on the Israeli attack: “drop Israel. Let them fight their own wars … What happens next will define Donald Trump’s presidency.” pic.twitter.com/v65XQDQ1iG — Liam McCollum (@MLiamMcCollum) June 13, 2025
Gareth Soloway, Chief Market Strategist at Verified Investing, examines whether the S&P 500’s sharp rebound marks a true bull market or a fleeting bounce while dissecting Fed policy shifts, tariff impacts, Bitcoin’s resistance ceiling, precious‑metal breakouts, and looming bond‑market risks.
