A hub for independent voices and hard truths
Markets, especially the major financial stocks globally, have begun to respond to dramatically altered liquidity prospects. Marketplace liquidity is mercurial, especially late in the cycle. Market blowoffs fueled by speculative leverage guarantee acute liquidity instability. On the upside, self-reinforcing speculation …
“Wknd thought: Very Long Thread on System Liquidity Some see a raging bull market. I see a system exhausting every last bit of available liquidity for one final dance. Those who argue bullishness on solvency (pointing to high aggregate household …
U.S. economy flashes warning signs with crashing orders, falling home prices and health care costs outpacing rent. Capex expectations continued to deteriorate in July per @KansasCityFed Manufacturing Index pic.twitter.com/LlqnUOHx8t — Liz Ann Sonders (@LizAnnSonders) July 25, 2025 Durable goods orders …
US corporate profits just fell the most since the global financial crisis days ("GFC"). But, don't worry… all is well. pic.twitter.com/yTXi6TF7Sy — Gordon Johnson (@GordonJohnson19) May 29, 2025 Leading Economic Indicators look at the future.Lagging Economic Indicators look at the …
Investors should brace for possible shifts as the tightening continues, with bigger moves on the horizon. RRP nearly drained pic.twitter.com/wIFR4J106L — Max Anderson (@MaxAnderson) January 23, 2025 DXY ripping (drives down global liquidity) pic.twitter.com/ZK32fgsPeW — Max Anderson (@MaxAnderson) January 23, …
BREAKING: #Bitcoin tumbles under 94K. pic.twitter.com/sn0IuI52Qv — Jacob King (@JacobKinge) December 27, 2024 They need liquidity 😈 — TrippyMike (@TrippyMike_TC) December 27, 2024 The market woke up and realized rates are high, liquidity is drying up and Powell is still …
via reuters: Thousands of Burning Man attendees readied to make their “exodus” on Monday as the counter-culture arts festival in the Nevada desert ends in a sea of drying mud instead of a party around its flaming effigy namesake. Rain …
by bitkogan The savings of Americans, which swelled thanks to the government’s pandemic stimulus, have not only shrunk, but have even fallen below the level of the longer-term trend stretching back to before the pandemic. The key driver behind this …