Independent thinking for complex markets and current events
🚨OMG: In a historically shocking moment, Donald Trump just went further than ever before – openly praising authoritarian rule. “I’m a dictator… but sometimes you need a dictator.” The mask all the way coming off. Anyone still pretending this is normal is lying to themselves. pic.twitter.com/jvxvnKO9OJ — CALL TO ACTIVISM (@CalltoActivism) January 21, 2026 • …
This is one of those stories that should not even exist anymore. Measles was eliminated in this country. That was not an opinion. That was the result of decades of boring public health work that nobody noticed because it worked. Now it is back and spreading and people inside the system are saying out loud …
What TF is up with the Taiwan Dollar? pic.twitter.com/NLS1yDni51 — Nobody Special (@JG_Nuke) May 5, 2025 Pretty succinct overview of what’s going on. If the 1997 Asian Financial Crisis happened because Asian banks had too much USD liability mismatch, this time it seems they have too much USD asset mismatch. And no one on this …
$SPY people believe that the 2007 Great Financial Crash was a large surprise (below) But it was anything but a surprise. The moving averages were textbook. Clear tests of support, followed by a rejection from below twice and then Lehmans collapsed. What sometimes clouds… pic.twitter.com/2LaGy1a0z3 — The Long Investor (@TheLongInvest) April 2, 2025 Tech and …
1. As of today, $ALLY is exiting its mortgage origination business. — Unicus (@UnicusResearch) January 9, 2025 3. Burdened by mortgages made to borrowers with shoddy credit, $Ally began reporting losses in 2007 that reached $10.3 billion in 2009. The U.S. engineered the bailout to ensure that money kept flowing to the auto industry and …
Yield erosion accelerates. Dow jones breaches 3 months trend line Nasdaq Double top . Semiconductors Down 13% from A/T high. Gold forewarning. Cattle misdirected with hope and bullish narrative. DXY up 5% from low. The $VIX forewarning. God bless and Godspeed. Yield erosion accelerates.Dow jones breaches 3 months trend lineNasdaq Double top .Semiconductors Down 13% …
Using OECD average wages, Americans make 80% more than Europeans. The last time it was this extreme was at the turn of the century. European stocks went on to outperform through 2007, seemingly due to wage competitiveness and the EUR rebound. Whether it repeats, I don't know. pic.twitter.com/DECIDMXTEN — Jeff Weniger (@JeffWeniger) September 13, 2024 …
Several Microsoft services are down amid a US-wide outage affecting tens of thousands of Americans. The issue appeared to start around 7.50am ET Thursday as many on the East Coast started their work day. Microsoft said it was ‘investigating an issue where users may be unable to access’ multiple 365 services such as email and …
https://twitter.com/MichaelAArouet/status/1828291677036896483 Let's all take note, even when the wtiting is on the wall (like back in 2007) Real estate agents and mortgage brokers/bankers are still trying to con you into going all in on housing. I'm arguing simply to watch and wait, these housing goons just want your transactions. https://t.co/YAY99XPBOy — Sold At The Top …
The speed of this crash already exceeds the 2022 bear market. When the 50 dma (blue line) breaks, the decline will accelerate. pic.twitter.com/Ammt0BemoF — Mac10 (@SuburbanDrone) July 23, 2024 NVIDIA execs sold 5.7 million shares, 77% of all sales, in three months. 🚨NVIDIA Insider Activity alert: The number of sales by NVIDIA executives rose to …
US Food prices have risen by almost 17% in nearly 4 months. This is a level comparable to the 2023 average. Yet another example of the recent inflation rebound. pic.twitter.com/JofSUF7IEw — Global Markets Investor (@GlobalMktObserv) April 26, 2024 "You know what absolutely sucks?" "I am in my 20s right now" "I want a house, I want kids, …
The intricate dance of economic indicators has unveiled a story of shifting tides in residential construction spending, mortgages, and job cuts. Let’s delve into the latest data and decipher the narrative. As the residential construction spending spotlight dims, a critical player takes center stage: borrowing. A decline in borrowing echoes across the economic stage, leading …
The market’s recovery, reminiscent of historical patterns like the Nifty Fifty era, raises concerns about the sustainability of the current narrow leadership dominated by a select few mega-cap stocks. This market recovery has been unusual, with very narrow leadership, but it's not the first time. The early 1970s and late 1990s both were dominated by …
The sustained 18-month decline in the Conference Board Leading Indicator is a worrying trend reminiscent of historical economic crises, particularly in 1973-74 and during the Global Financial Crisis. The current -7.8% decrease aligns with significant economic downturns over the past six decades, indicating a potential hard landing. This, coupled with a high and rising loan …
The convergence of contracting manufacturing, a downward trend in Goldman’s Capex tracker, and business inventory nearing contraction levels raises ominous parallels with past economic downturns. This alarming pattern, witnessed during the Dot Com bubble, the Financial Crisis, and the Pandemic, underscores potential challenges ahead for the economy. Manufacturing pic.twitter.com/7NYfAV8mVk — Win Smart, CFA (@WinfieldSmart) November …
Currently, existing mortgage holders in Sweden are making monthly capital repayments that are on par with the demand for new mortgage debt. This is quite an unusual scenario, and it carries bearish implications for house prices. In simpler terms, it suggests that the housing market is facing some headwinds. Adding to this, it’s worth noting …
by Chris Black I can’t wait for Big Orange to go back on Twitter. No serious person uses Truth Social. #AGENDA47: Addressing the Rise of Chronic Childhood Illnesses Once President Trump returns to the Oval Office, he will establish a special Presidential Commission charged with investigating what is causing the decades-long increase in chronic illnesses. …