Independent thinking for complex markets and current events
The latest U.S. fertility numbers are hard to ignore. At 1.62 children per woman, the U.S. fertility rate is now at its lowest point in history, a dramatic drop of 22% since 1990. It’s well below the 2.1 replacement rate that demographers argue is necessary to sustain population levels. The implications of this drop can’t …
The answer is no. It’s insane. They’ve brought in 190,000 more jobs—jobs that make zero sense in a time when their main service is shrinking fast. This is a level of waste and mismanagement that should not be tolerated. There’s no clear logic behind this, just an endless pile of taxpayer money being funneled into …
Wow. Notable drop in consumer sentiment in February. American consumers do not like tariffs. "About one-third of consumers spontaneously mentioned tariffs, up from 27% last month and less than 2% prior to the election." "This is only the fifth time in 14 years we have seen such… pic.twitter.com/SpjN6uanoX — Heather Long (@byHeatherLong) February 7, 2025 …
https://finance.yahoo.com/quote/BTC-USD/ View post on imgur.com View post on imgur.com View post on imgur.com h/t dr0id
The share of mortgages outstanding with rates below 3% – as close to free money as regular folks could get – has been declining slowly but steadily to 21.3% of all mortgages outstanding at the end of Q3 2024, from the peak in Q1 2022 (24.6%), according to the Federal Housing Finance Authority’s National Mortgage …
CBOE Volatility Index $VIX drops to lowest level this year 🚨 pic.twitter.com/4vQP04S7r9 — Barchart (@Barchart) January 22, 2025 The CBOE Volatility Index (VIX) has plummeted to a startling 15.06 on January 21, 2025, marking its lowest level this year. This drastic drop in the market’s “fear gauge” suggests a troubling complacency among investors, who appear …
Mining stocks: 10+ years of bleeding out. "The longer the base, the higher in space." The breakout will be epic. pic.twitter.com/yIR1lMl3DJ — GoldSilver HQ (@GoldSilverHQ) January 4, 2025 Silver could make a quick run towards $38 by late February or early March then pullback and then start a long anticipated run towards all-time high… pic.twitter.com/KvvzwuIs8d …
From my perspective, the main takeaway is that Fed liquidity has been locked into a “stair-stepping downwards” pattern since April 2024. Starting from a new lower base at the beginning of every quarter. The “stealth QE” that occurred during 2023 is now being wiped away. From now on, Fed liquidity will likely continue to generally …
Atlanta Fed GDPNow estimate moves lower, real gross private domestic investment growth decreased from 1.3 percent to -0.7 percent, while the nowcast of fourth-quarter real government expenditures growth increased from 2.6 percent to 2.9 percent. #math pic.twitter.com/3xqmr0b3YB — Market Rebellion (@MarketRebels) January 2, 2025 Interesting We’ve almost given back the whole bounce since Trump was …
🚨🇺🇸TRUMP TROLLS DEMS WITH BRUTAL BIDEN SUPER-CUT The clip showcases figures like Nancy Pelosi, Bernie Sanders, and Karine Jean-Pierre praising Biden's "vision" and "strategic thinking," followed by footage of his infamous debate meltdown. Source: Truth Social pic.twitter.com/b8HslGeRBK — Mario Nawfal (@MarioNawfal) December 31, 2024 For months Democrats ignored the fact that Joe Biden was a …
Reverse repo surges $72BN to $268.7BN for year-end window dressing. Funding market spreads already had blown out to 3 month highs amid spike in repo tightness pic.twitter.com/wyBoMBEPN8 — zerohedge (@zerohedge) December 27, 2024 The Federal Reserve's emergency Bank Term Funding Program dropped to $5 billion this week. It'll be $0 in January. pic.twitter.com/md8wCxDkVv — Financelot …
The Swiss have printed about 3x less money than Canada has between 1980 and 2024 And in 1985, 1 Canadian dollar could buy 2 swiss francs. Today? It buys 0.65. This isnt magic, guys. pic.twitter.com/KPOn7lqfb5 — Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) December 24, 2024 The original Big Mac Index: Campbell's Tomato Soup. In short, Nixon broke the …
The Democrat Party is a domestic terrorist organization masquerading as a political party paid off by foreign billionaires to bring down America from this inside pic.twitter.com/t4qSPQZeHd — Wall Street Apes (@WallStreetApes) December 23, 2024
This chart is eye-opening: The S&P 500 has seen modest growth in corporate earnings compared to its notable price appreciation since 2023, the year where, among other things, ChatGPT was released. pic.twitter.com/N03i8gn7Bs — Otavio (Tavi) Costa (@TaviCosta) December 23, 2024 BREAKING: The US consumer confidence index fell to 104.7 points in December, marking one of …
TOM MACDONALD DROPS NEW CHRISTMAS SONG.pic.twitter.com/8xL9zOVcke — Citizen Free Press (@CitizenFreePres) December 20, 2024
A win for sanity and normalcy! 🚨New: Pixar has removed a transgender character storyline from their new TV series Win or Lose “When it comes to animated content for a younger audience, we recognize that many parents would prefer to discuss certain subjects with their children on their own terms and timeline” pic.twitter.com/OuTHH8xgWY — The …
Watch NYC Mayor Eric Adams drops a TRUTH BOMB as BLM leaders panic over the Daniel Penny verdict. This case is a reminder of what is wrong with our country.
Employment-to-population ratio falling like it does before every recession. Full-time ratio down almost one percentage point from its April 2023 peak. pic.twitter.com/Znb2EHzgwf — Peter Berezin (@PeterBerezinBCA) December 6, 2024
by Mike Shedlock The strange jobs reports continue as the divergence between jobs and employment widens again. Data from the BLS, chart by Mish Please consider the BLS Employment Report for November. Jobs vs Employment From September 2020 through early 2022, nonfarm payroll job gains and full time employment changes tracked together. Starting around March of 2022, …
BREAKING: US ISM Services PMI index tumbled to 52.1 in November, well BELOW expected 55.7. At the same time, ISM prices paid jumped to 58.2, above expected 57.0. New orders and employment fell to 53.7 and 51.5 below expected 56.6 and 53.0 Are stagflation fears coming back? BREAKING: US ISM Services PMI index tumbled to …
You love to see it 😈 pic.twitter.com/l5w0k8lRHa — 33 (@thirtythree) November 24, 2024 AC
Argentina’s inflation slowed to 2.7% in October, the lowest level in three years in a win for the libertarian government of President Javier Milei who came to power almost a year ago promising to pull Argentina out of a dire economic crisis. Argentina’s statistics agency on Tuesday reported October’s number. In September, inflation was 3.5%. On an …
Dude observed. h/t elhumanoid
BREAKING: Federal Reserve’s Reverse Repo fell by $50B to $155B for the first time since 2021. Normally when this money market fund liquidity leaves RRP it goes into U.S. Treasuries, driving yields down. Instead the U.S. 10 year yield rocketed to 4.365% this week. BREAKING: Federal Reserve's Reverse Repo fell by $50B to $155B for …
Megyn Kelly drops a polling bomb on Kamala and Democrats. Black vote for Trump is off the charts.https://t.co/3cYJFzvK9A — Citizen Free Press (@CitizenFreePres) October 22, 2024 HOLY CRAP! This is the truth that the media doesn’t want you to see. Kamala had a booth with NOBODY at it. Trump had a booth with MASSIVE crowds …
“They start all the wars, they are behind everything happening now”. Former environmental cleanup contractor who went bankrupt after the Biden administration cancelled his project to clean up Tampa Bay says Cargill is the real financial power behind everything, and behind them is the Vatican. At the end the interviewer starts interrupting him to “educate” …
California’s film and TV industry is facing a major crisis in 2024, with production levels plummeting. Series production dropped by 30% in the first quarter of 2024 compared to 2022, and on-location filming for reality TV in Los Angeles fell by nearly 57% in the second quarter. The industry, already hit hard by the pandemic …
