Independent thinking for complex markets and current events
Vlogger Tiffany Cianci recently went viral with a video explaining how private equity firms have recently bought up and destroyed well-known brands like Hooters, Jo-Ann Fabrics, Party City and Forever 21, driving these often beloved franchises into bankruptcy. Even worse, she says, the private equity firms have offloaded all the associated debt they took on …
As trade tensions between Canada and the United States escalate, one Canadian comedian has proposed an unexpected retaliation—blocking US access to Pornhub, the Montreal-based adult website. Toronto comedian Matthew Puzhitsky suggested the move in a viral Instagram video, calling it Canada’s “nuclear weapon” in the trade war. “If Canada could ban Pornhub in the States, …
by David Haggith Alarms are ringing everywhere for the economy. Not all of them are due to Donald Trump, though many are. For example, one big alarm that is ringing is a towering stack of evidence that emerged today, showing the economy was already entering a stealth recession before Trump even took office. Back in …
Treasury Secretary Scott Bessent stated that the White House prioritizes the “real economy” over short-term market volatility. He downplayed concerns about economic fluctuations, dismissed fears of a major slowdown, and emphasized the transition from government-driven to private sector-led growth. His comments come amid rising U.S.-EU trade tensions and stock market declines. https://www.cnbc.com/amp/2025/03/13/treasury-secretary-bessent-said-the-white-house-is-focused-on-the-real-economy-and-not-concerned-about-a-little-market-volatility.html
The stock market slipping by 10 percent is nothing new. It has happened over fifty times since 1950. But what is different now is the effect. This decline has already erased wealth equal to 12 percent of GDP, something that has only happened a handful of times in modern history. That should make people ask …
by Guest The economy’s not looking too hot right now. Take it from someone in the trenches of the automotive industry. Sales might be ticking along, but when you dig a little deeper, it’s clear things aren’t exactly thriving. Looking at the numbers month-to-month, I see a pattern: we’re not exactly bouncing back from the …
Billionaires Jamie Dimon and Larry Fink have both begun to express their concern about the impact of Donald Trump’s policies on the US economy. JPMorgan Chase CEO Dimon, who has had a bumpy relationship with the President, warned this week that the uncertainty around tariffs is ‘not a good thing’ for business. This was a …
Retail sales data confirms what many already knew—the economy was juiced to mask deeper problems. Now, as stimulus runs dry, the lower-income consumer is collapsing. The administration’s money-printing spree fueled corruption, not prosperity. Chicago Fed retail sales data shows the consumer hit a wall in January (-.4%) and fell off a cliff in February (-.8%). …
It’s not tariffs that are tanking the economy. It’s the sudden shut-off of deficit spending. A huge number of companies were surviving only at the government teat. — Uncle Milty’s Ghost (@his_eminence_j) March 14, 2025 Transports – new 52 week low. 👇🏼 pic.twitter.com/RC8B23NemV — Kalani o Māui (@MauiBoyMacro) March 13, 2025 Institutional selling has rarely …
via WSB Media and Investors celebrated a lower CPI reading and sent the stock market futures up by 1.5% before open. As of this writing S&P is up by 0.8%. There is a strong argument that the slower month-on-month CPI increase is due to weak consumer demand. Look at the breakdown of the categories. Airline …
CNN has been forced to admit that Trump is taking the economy in the right direction.pic.twitter.com/LVxBVD1Tj4 — Gunther Eagleman™ (@GuntherEagleman) March 12, 2025 Dark MAGA Assemble! pic.twitter.com/JGqFQ1DTGO — Elon Musk (@elonmusk) November 5, 2024
The paper, “Superintelligence Strategy,” posits that rapid advances in AI are poised to reshape nearly every aspect of society, but that governments see them as a means to military dominance, which will drive a “bitter race” to maximize AI capabilities. The paper claims that the development of a “superintelligent” AI surpassing humans in nearly every …
Stocks are getting hit, with bond yields tumbling. The “growth scare” gets louder as the luxury car brand just confirmed it’s heading for the worst, no longer willing to hold out for economic strength everyone talks about yet never happens. The forgot how to grow economy is firmly at risk of remembering traditional recession mechanics.
The economic slowdown isn’t coming—it’s already here. Job market confidence is collapsing, growth expectations are slipping, and the data rolling in is far weaker than predicted. Yet, markets are still pricing in euphoria. That’s a recipe for disaster. Economic data is coming in weaker than expected even before the growth negative fiscal policies from the …
by Martin Armstrong French Economy Minister Eric Lombard is eager to lower the public deficit with an aim of 5.4% of GDP in 2025 followed by 3% into 2029. The European Union requires member states to maintain a budget deficit below 3% but only 17 of the 27 members have met that target. France is …
In Canada, bankruptcies, consumer proposals, and insolvencies are at a 5-year high. 📢 🇨🇦 Consumer Insolvencies Just Hit A 2009-Level Surge If this is a "strong" economy, what happens in a downturn? Why is this a massive warning sign for 🇨🇦 consumers & real estate. 🧵 pic.twitter.com/9T64MjMXLj — Shazi (@ShaziGoalie) February 17, 2025 https://twitter.com/ShaziGoalie/status/1891536438933561782
Germany’s economy is struggling, but the DAX keeps soaring to fresh all-time highs. How? It’s a blatant disconnect from reality. Manufacturing is in decline, energy costs are crippling industries, and consumer sentiment is weak—yet the market marches higher. This isn’t growth; it’s artificial inflation propped up by central banks and corporate buybacks. At some point, …
Germany is sleepwalking into disaster, and nobody is waking up. The so-called “economic powerhouse of Europe” is now crumbling under the weight of reckless policies, green fantasies, and bureaucratic incompetence. The warning signs are everywhere—industry is fleeing, energy costs are suffocating businesses, and the government’s solution is more regulation, more red tape, and more self-inflicted …
Shipping rates have plunged in January. The sinking demand for raw materials is another warning about the state of the economy in 2025. It was one echoed yet again by American consumers who, after a short reprieve on rate cuts and election, are right back to worrying about jobs and incomes all over again.
Chinese banks are the real story, even as China’s government (intentionally?) stole the spotlight with its AI-knock-off, a distraction from the latest real economy warning and most importantly the banking sector’s latest. The credit crisis in the latter may finally be coming to a head as it keeps the former from stabilizing.
"China is the most imbalanced economy in the history of the world. They are in a severe recession/depression. They may have -4% disinflation." -Scott Bessent https://t.co/k6Xv3ZGedR pic.twitter.com/KSXl2zBwX8 — Financelot (@FinanceLancelot) January 16, 2025 🚨The drop in China's government bond yields has been biblical: Ongoing property crisis, deflation, youth unemployment, falling demographics, massive debt, and low …
According to some new research, local communities experience, a lot of negative effects once a Walmart opens up in their area. Average income tend to drop, local businesses end up going out of business altogether, or having to layoff staff in order to compete with Walmarts artificially low prices. And that is just the tip …
Government spending is now half of the economy in most of the developed world…. pic.twitter.com/PoEfWCuf7X — The Long View (@HayekAndKeynes) January 15, 2025 Fiat currency isn’t just a tool for inflation – it’s a weapon for endless wars. Without it, governments couldn’t fund trillion-dollar conflicts without your consent. — GoldSilver HQ (@GoldSilverHQ) January 15, 2025 …
Russian sanctions triggered more than a surge in oil prices. Financial markets near-panicked bought in near-term futures contracts. While the jump in energy is already being called an huge inflation risk, it isn’t even close. On the contrary, oil spikes always end a certain way.
This week (Wednesday morning) is CPI. Commodity prices back to 20 year highs. This is what I call Ponzi inflation. Bid up asset markets until they explode due to feedback through the economy. pic.twitter.com/VyscoXucnF — Mac10 (@SuburbanDrone) January 14, 2025 M2 money supply is a key indicator of liquidity It represents the total amount of …
The disastrous California wildfires are already one of the costliest disasters in U.S. history. Thanks to a combination of bureaucratic incompetence and neglect. Worst of all, guess who’s paying the bill? By Peter Reagan A personal story today. It will have relevance to you, though. Just stick with me a moment. As you may (or may …
Canadian Prime Minister Justin Trudeau resigns this week. What’s next for Canada?
