Independent thinking for complex markets and current events
The SEC accidentally published internal commentary along with a speech by Chair Gary Gensler, which included a recommendation to reassure markets that there was no “imminent crisis”. This internal comment was quickly deleted from the SEC’s website, but not before it was archived. The speech by Mr. Gensler addressed financial crises, bank restructurings, and the …
by confoundedinterest17 Washington DC Saturday Night! Or at least Monday night. 13 will get you 20, unless you are in Washington DC. S&P Global US Manufacturing PMI 47.0 (48.6 exp, 47.9 prior) – lowest since June 2023. Gold continues to soar! No, not cold sores, GOLD SOARS!
47 Days pic.twitter.com/uPrLPMAvou — Chica Tomorrow (@chicatomorrow) September 18, 2024
U.S. Construction Spending MOM SAAR pic.twitter.com/4yP9esLhtu — Win Smart, CFA (@WinfieldSmart) September 4, 2024 Construction spending decreasing does NOT bode well for jobs in that sector. Construction is not a small piece of the economy either, and spending in other sectors will be negatively affected by increased unemployment in this sector. Remember, the unemployed don’t …
"The Employee Motivation and Commitment Index fell 21 points in August, the largest month-over-month decline in data going back to January 2022 … [but] the index remains above its two-year average of 109."@ADP pic.twitter.com/KukCKTwbir — Daily Chartbook (@dailychartbook) August 21, 2024 The Employee Motivation and Commitment Index is a measure used to gauge how motivated …
by confoundedinterest17 Harris has released her “vision” for the US economy, but it is what you would expect. $25k subsidy for first-time homebuyers which will make housing even MORE expensive. According the University of Michigan consumer survey, buying conditions for housing has already plummeted to 21, the lowest in history. Cause? Already high housing prices …
https://twitter.com/fightwithmemes/status/1815115411261665689
Speculative positioning in US equity index futures is at all-time highs 🚨 https://t.co/TanGdixabv pic.twitter.com/VUXve06IL3 — Markets & Mayhem (@Mayhem4Markets) July 8, 2024 Asset Managers’ exposure to US equity futures hits a record high. https://twitter.com/Barchart/status/1810467469879857513 Concentration concern: the 3-month correlation between the S&P 500 and the # of stocks advancing has fallen below the dot-com bubble …
Abigail Disney, an heiress to the Disney family fortune, plans to withhold donations to Democrats until Joe Biden drops out. Biden has said he has no plans to drop out of the race. Gideon Stein said he’s decided to pause planned donations of $3.5 million. President Joe Biden is facing an uprising from some his …
Both Walmart and Target have experienced significant decreases in profit for their first quarters, which could signal an oncoming recession—or a recession that we’re already in, according to experts.
https://twitter.com/TheWakeninq/status/1804408121890116044
It appears that there is a significant decline in China’s M1 money supply growth rate. According to the data and tweets provided, the M1 money supply in China has been decreasing since June 2023, with the most recent figures showing a 4.2% year-on-year decline in May 2024. This is a notable shift from the previous …
Spot gold (XAUUSD:CUR) fell 1.5% on Friday following reports that the People’s Bank of China paused their purchases in May after 18 months of continuous buying, while silver shed more than 2% even as the U.S. dollar weakened. Bullion held by the People’s Bank of China was unchanged at 72.80 million troy ounces in May, …
Bill Maher tells CNN the truth about the democrat party. 'It's not that I've gotten old. Your ideas are stupid.'https://t.co/UTzhRVIpGJpic.twitter.com/Ri8a0rCucF — Citizen Free Press (@CitizenFreePres) May 29, 2024
Tucker Carlson drops new interview with Aaron Rodgers.pic.twitter.com/guD6zS6niS — Citizen Free Press (@CitizenFreePres) May 15, 2024
Investor euphoria persists despite recent market drops, raising concerns about the absence of hard lessons since 2009. Glenn Kelman’s insights resonate deeply with real estate professionals, highlighting a housing recession amid a booming economy. As monetary policy falters and debt cycles override business cycles, the strain on households becomes palpable, reflected in record-high credit card …
Publisher DROPS Biden Book Due To Lack Of Market Interest We all know Biden is having a book published about him. It was a central component of his mishandled documents case, where he was deemed too feeble to be tried. But according to a recent report, “was having a book published” may be a more …
A high school student delivers powerful truths and then exits the stage confidently. Freshman in high school SMOKES the school board. pic.twitter.com/Gv489lQqq5 — Liz Wheeler (@Liz_Wheeler) February 22, 2023
The debt-service coverage ratio, a measure of financial health, has dropped significantly over the past year, indicating increased risk among leveraged loan companies. Morgan Stanley’s Chief Investment Officer warns that if corporate profits disappoint, the stock market rally could end. Options markets show extreme optimism, suggesting investors may be overlooking potential risks. Something about swimming …
WILL DEI will make someone DIE?
🚨JUST IN: NEW YORK COMMUNITY BANCORP HALTED FOR PENDING NEWS. STOCK DOWN -41% TODAY. PROBABLY NOTHING. pic.twitter.com/LYMrLJ6vKv — Genevieve Roch-Decter, CFA (@GRDecter) March 6, 2024 This bank is on end of life support in the Bank ICU. This will be a very large failure and will be the first of many due to the horrendous …
What’s Barack Obama up to these days? Working to make people hate each other, as usual. What's Barack Obama up to these days? Working to make people hate each other, as usual. pic.twitter.com/amy7imTuw0 — Tucker Carlson (@TuckerCarlson) February 24, 2024
Where is Sherlock Holmes when you need him!? pic.twitter.com/a7tO2Fdz44 — Elon Musk (@elonmusk) February 21, 2024 Definitely should be looking into where all that money went in Ukraine. Also, not to mention the burisma deals. Just how did the bidens' wealth accumulate so much in the last 15 years? It wasn't being a good politician, …
https://twitter.com/VoteBidenOut/status/1757145228631248987
The European Commission has bent the knee to protesting farmers – and is dropping key passages in a proposal for a new 2040 goal aimed at cutting greenhouse gas pollution. According to the EU exeuctive’s plan, “all sectors” need to now contribute to the effort – but the previously mandated 30% cut to agricultural production …
That’s why we love this tweet from LEGAL immigrant, Anna Hitrova, who is pointing out that the people shouting about immigrants need to remember that they must come here LEGALLY. Yeah yeah yeah, the Left/Democrats/Socialists want to pretend people who push back against illegal immigration are racist and xenophobic but really, at the end of …
