Independent thinking for complex markets and current events
The Radisson Oakland Airport hotel’s valuation has drastically declined by 70%, dropping from $75 million in January 2018 to just $15 million by October 2024. This significant decrease raises serious concerns about the property’s financial stability. A recent appraisal indicates that the new valuation covers only about half of the $28.2 million commercial mortgage-backed securities …
S&P 500 2025 earnings and margins are starting to come down. #earnings #sp500 pic.twitter.com/B8YEVDsdpp — Michael J. Kramer (@MichaelMOTTCM) November 1, 2024 Supercore PCE back to 2.9% on a 3-month annualized rate. pic.twitter.com/PTAYPpZgk0 — Michael J. Kramer (@MichaelMOTTCM) October 31, 2024 And the economic mess is 36 basis points away from starting… https://t.co/OhmypgRcn3 pic.twitter.com/KpJkI4dAHD — …
🚨 #BREAKINGNEWS Jack Posobiec, Charlie Kirk and other Trump loyalist are now getting ahead of what appears to be a bombshell report on Donald Trump. Calling it AI and warning his supporters not to believe their own eyes and ears. Outside Trump's circle they are calling these… — Ford News (@FordJohnathan5) October 23, 2024
Hezbollah’s media office said Tuesday that Israel was dropping leaflets with a “very dangerous” barcode on them into Lebanon’s eastern Bekaa Valley, warning that scanning the code by phone would “withdraw all information” from any device. https://nypost.com/2024/09/24/world-news/hezbollah-says-israel-dropping-leaflets-with-very-dangerous-barcodes-onto-lebanon/ Hezbollah warned the Lebanese public on Tuesday against scanning QR codes attached to leaflets dropped by Israeli warplanes …
Money is pouring into Chinese government bonds. The buying has bid up prices and forced yields down to near record lows. The move has upset the Peoples Bank of China (PBOC), which has expressed considerable concern over what will happen to China’s financial stability when the rally reverses and people, especially banks, suffer losses. Behind …
https://twitter.com/Patchymonkey/status/1824039492505780407 CPI – it's all fakeSo we all know that CPI is a complete lie, mainly because it doesn't calculate housing costs properly, but what if we used the supreme wisdom of GPT-4 to recalculate it based on the monthly mortgage payment for a median house? Well, it's ugly… very ugly:… pic.twitter.com/VixNOIziet — Robert (infra …
$MSFT Microsoft Q4 FY24 (ending in June): ☁️ Azure +30% Y/Y fx neutral (vs. 31% in Q3). • Revenue +15% Y/Y to $64.7B ($0.3B beat). • Gross margin 70% (-1pp Y/Y) • Operating margin 43% (flat Y/Y). • EPS $2.95 ($0.02 beat). $MSFT Microsoft Q4 FY24 (ending in June): ☁️ Azure +30% Y/Y fx neutral …
Tulsi Gabbard – YouTube, Released on 7/21/24 Part 1 (part 2 below) Part 2
The Megyn Kelly Show host Megyn Kelly has called for US President Joe Biden to resign immediately after announcing he would be stepping aside ahead of the presidential election in November. Biden on Sunday afternoon local time officially ended his bid for re-election following mounting pressure for him to drop out after his disastrous debate …
Market Odds of Biden Dropping Out Surge to 78% – Major Announcement Anticipated byu/USC14 inconspiracy
7:00 minutes in: Sky News Senior Political Reporter Trudy McIntosh says US President Joe Biden previously noted only “God almighty” could make him quit the race for presidency but now concedes medical advice from doctors would also make him consider pulling out. “In his first interview since that big disastrous debate he said only God …
EIG published the exact report last year, nothing too new here except mid-year 2023 data. if their numbers are right in both reports the splashier headline is that NYC lost 7% of its 0-5 year old population y/y. https://t.co/Z9MbSiwVEq — ASIDE (@AdamSeiden) July 10, 2024 The urban family exodus has had a significant impact on …
https://twitter.com/JamesMelville/status/1808862677592072236
BREAKING: President Biden confirms there is no way he is dropping out and says he is "in this race to the end." Great job, Joe! "Let me say this as clearly as I possibly can as simply and straightforward as I can: I am running… no one’s pushing me out. I’m not leaving. I’m in… …
Surprise! US Economic Surprise Index Slumps To -28.10 (Lowest Since 2022)https://t.co/Csapb2jLBY — Jeff Lee 2020 (@JeffLee2020) June 22, 2024 The U.S. Economic Surprise Index dropping to -28.10 is concerning and suggests that the economy is performing worse than anticipated. If this trend continues, it could indeed lead to a recession. Economic indicators consistently falling below …
An incoming California college student and his family were robbed of all their belongings, including $3,000 and their passports when thieves broke into their rental car as he was being dropped off for school. The teen’s parents have since planned to disenroll him from the school over safety fears in the state, according to KTVU. …
The CEO of Zillow just issued a warning that first-time homebuyers are beginning to drop out of the housing market in 2024. And that this reduction in buyer demand could hurt Zillow’s business and revenue in the second quarter. Zillow makes their money by selling leads to realtors in their Premier Agent program. So a …
In a significant turn of events, the WHO Working Group has made substantial revisions to its International Health Regulations (IHR), addressing long-standing criticisms and concerns. This climbdown marks a pivotal victory for national democracy, free speech, and human rights, with several contentious proposals being dropped from the interim draft document. As the final negotiations approach, …
China’s latest inflation figures signal ongoing economic challenges, with consumer prices barely positive and producer prices continuing to decline. The consecutive drop in GDP deflator for three years raises concerns about the economy’s trajectory, while central bank purchases drive a rally in gold prices. China #PPI #Deflationary 📉 💀https://t.co/iJ1xH9UGNO — Invariant Perspective (@InvariantPersp1) April 11, …
A hayfever sufferer has been fined £150 for “picking his nose” during his commute to work. Alex McLeod, 22, was walking between West Ealing and Ealing Broadway Station in West London when he wiped his nose and dropped some mucus on the floor. The GB News producer was soon tapped on the shoulder by two …
"Economic sentiment decreased over the last two weeks, falling for the third consecutive reading to its lowest point since December."@CivicScience pic.twitter.com/v2YdpW12w1 — Daily Chartbook (@dailychartbook) March 14, 2024 Economic sentiment has been on a downward trend lately, taking a hit over the last couple of weeks. And guess what? Insider selling is at the forefront …
Video of the U.S. dropping humanitarian aid for Gaza by parachute. They also dropped MREs, which stay edible for years. Via @MarioNawfal pic.twitter.com/ZZrejvp4K9 — Visegrád 24 (@visegrad24) March 3, 2024 The United States says it plans to airdrop more food aid into Gaza, after completing its first successful drop on Saturday, parachuting in packages that …
Home prices grew more quickly than usual at the end of 2023 to finish at an all-time high. It’s a side effect of the market for existing homes that dried up as mortgage rates rose. Prices rose 6.1% from year-ago levels in the S&P CoreLogic Case Shiller Home Price Indices, which tracks prices in 20 …
(Reuters) -The U.S. CDC plans to drop its five-day COVID-19 isolation recommendations under new guidance planned by the agency, the Washington Post reported on Tuesday. The health agency plans to recommend people who test positive for COVID-19 to take a call on when to end isolation based on their symptoms. People with mild and improving …
Tommy Tuberville: "It was about Ukraine money. It was not about the border. They're going to find a way to get it done, but hopefully we can block it. We need to protect our borders first." pic.twitter.com/QziX2KKuPN — Citizen Free Press (@CitizenFreePres) February 7, 2024 https://twitter.com/The_Real_Fly/status/1755403758664589495 In Italy, a 13-year-old girl has been brutally gang-raped …
Buses are now pulling up to new york highschool and dropping off illegals. School will be closed tomorrow to house illegals. BREAKING: Buses are now pulling up to @JMHSBklyn and dropping off illegals. School is closed tomorrow because illegals will be sleeping in the school’s gym. This is disgraceful! NYC is prioritizing illegals over Americans. …
via antiwar: A US drone strike in Baghdad killed a senior militia leader on Thursday, marking another significant escalation that could lead to a full-blown regional war. The strike killed Mushtaq Talib al-Saidi, also known as Abu Taqwa, a deputy commander of the Popular Mobilization Forces (PMF) operations in Baghdad. The PMF is a coalition of mostly …
https://twitter.com/TuckerCarlson/status/1738328708052611148 h/t Skid Marx
BREAKING: @okeefemedia interviews Jet Limo bus driver dropping off migrants at Phoenix Sky Harbor Airport. Are these migrants from the border? “Correct” “I work for Jet Limousine and take a few trips a day” Airline pilots, agents coming forward with more… DEVELOPING… pic.twitter.com/N7tKxEW99O — James O'Keefe (@JamesOKeefeIII) December 21, 2023 Sheriff Mark Lamb of Pinal …
via dismal-jellyfish: Source: https://libertystreeteconomics.newyorkfed.org/2023/12/dropping-like-a-stone-on-rrp-take-up-in-the-second-half-of-2023/ Background: Liberty Street has a paper Treasury Bill Supply and ON RRP Investment based on the Staff Report Banks’ Balance-Sheet Costs, Monetary Policy, and the ON RRP. TLDRS: The authors call out the increase in Overnight Reverse Repurchase (ON RRP) take-up from 2021 to May 2023 was influenced by several factors, including higher balance-sheet costs …