Independent thinking for complex markets and current events
This is a MAJOR problem all our politicians continue to ignore – Couple saves up enough money to buy a home and looks for months – They offer asking price + 20% down – At the last minute a cash offer comes in over asking price “99% sure it’s a rental agency that’s just going …
Private Equity Firms are DESTROYING American Businesses they same way they bankrupted Toys "R" Us and put them out of business Here’s how they did it – After signing for Toys "R" Us, they sold all of the land under every store they own in the United States– Private Equity sold… pic.twitter.com/YrNtSvlwnw — Wall Street …
OOPS! Investors haven’t been this bearish in 30yrs, BofA poll shows. 82% of fund managers expect the global economy to weaken, and a record number intend to reduce exposure to US equities. BUT “peak fear” is not yet reflected in cash allocations, which currently stands at 4.8% of… pic.twitter.com/k8xzjB6z4K — Holger Zschaepitz (@Schuldensuehner) April 15, …
A lot of people want to be able to rely on tapping their home equity in the event they lose a job or fall on hard financial times. The irony is, if you lose a job and are having a tough financial time, you likely will not be able to tap your home equity as …
via notayesmanseconomics Today we face a situation where the words in big friendly letters at the front of The Hitchhikers Guide to the Galaxy are appropriate. DON’T PANIC. Although we do immediately have an issue as we looking at the likely actions of a group of people who are prone to panic ( as we …
Tom Lee — probably the biggest bull on the street — has fallen pic.twitter.com/upisO46wVG — Matthew Zeitlin (@MattZeitlin) April 7, 2025 BREAKING: Blackrock CEO says he will not rule out "another 20% stock market decline." pic.twitter.com/cVAh3aDbl1 — The Kobeissi Letter (@KobeissiLetter) April 7, 2025 You've been warned. pic.twitter.com/DL2GlnSziX — Guilherme Tavares (@i3_invest) April 7, 2025 …
They say valuation doesn’t matter, until it does. You can't fight gravity; at some point, this will return to zero. "Ah, but P/S is no longer a useful metric" Until it is, again. pic.twitter.com/Rz4dimoZBZ — Guilherme Tavares (@i3_invest) April 1, 2025 2018, 2020 or 2022? pic.twitter.com/qXZph4eTpO — Guilherme Tavares (@i3_invest) April 2, 2025 Another weird …
The Department of Government Efficiency (DOGE) announced it had terminated 113 contracts valued at $4.7 billion Tuesday, including a U.S. Department of Agriculture (USDA) consulting contract for Peru’s climate change activities. “[Tuesday] agencies terminated 113 wasteful contracts with a ceiling value of $4.7B and savings of $3.3B, including a $145K USDA consulting contract for ‘Peru …
SCOOP: @JDVance and investor group eying next week to announce @tiktok_us deal to prevent April 5 ban of popular app over espionage concerns; announcement likely to include a grace period to put finishing touches on deal designed to keep TikTok ban law from taking effect; GOP… — Charles Gasparino (@CGasparino) March 26, 2025
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 …
Trump promises to close loophole—will America be robbed again? 🚨🇺🇸 WALL STREET IS COLLAPSING COMPANIES FOR PROFIT—AGAIN Joann’s, Party City, Big Lots—profitable stores, but all going bankrupt. Why? Because Private Equity loaded them with debt they knew they couldn’t survive. They call it “back floating rate debt”—adjustable-rate loans… pic.twitter.com/atsndgOeHk — Mario Nawfal (@MarioNawfal) March 17, …
The Federal Emergency Management Agency (FEMA) has recently faced significant staffing reductions. Over Presidents Day weekend, approximately 200 probationary employees were let go, and the agency is now working on further employee reductions. According to internal emails and interviews obtained by POLITICO’s E&E News, FEMA has been instructed to identify additional personnel cuts, particularly targeting …
While people in Western North Carolina live in tents, trailers, and tiny homes donated by private businesses and the government sends billions more to Ukraine, they’re also sending hundreds of millions of dollars to American nonprofits who want to make sure people in WNC never have gas or electricity. In the name of ‘green energy’, …
Most of the US stock market are tech, that has a very high valuation plot from multpl. com pic.twitter.com/YQgSP5LoRy — Data Driven Stocks (@stockdatamarket) December 15, 2024 European Stocks trading at an all-time record discount relative to U.S. Stocks 🚨 https://t.co/MBwckCKVD2 pic.twitter.com/c1nwYFwjLJ — Barchart (@Barchart) December 16, 2024 ZIRP allowed the government to run up …
Enjoy the final weeks of elevated equity prices and narrow credit spreads, before a reversion to the mean. Only a miracle can fix this chart. pic.twitter.com/bS0iiblkmg — Guilherme Tavares (@i3_invest) December 2, 2024 The Monday after Thanksgiving in 2021 was an up day. It was the last chance to get out. pic.twitter.com/pULj8PJcRf — Mac10 (@SuburbanDrone) …
🇨🇦 landlords are drowning in red ink, clinging to hopes of future equity gains while the cash bleed grows https://t.co/Qqm6cHMJmA — Shazi (@ShaziGoalie) December 2, 2024 BREAKING: 1 million Ontarians used food banks. With food costs already UP 35%, Trudeau will hike his carbon tax on food again next year, on his path to QUADRUPLING …
BREAKING 🚨: China Chinese Equity Funds have seen an ALL-TIME HIGH $21 Billion withdrawn over the past 5 weeks pic.twitter.com/QoLyMF3TTf — Barchart (@Barchart) November 18, 2024 China’s 🇨🇳 population is expected to shrink by 51 million over the next decade By 2035, the population is expected to drop to 1.36B, down from a peak of …
Bond yields surge despite Fed cuts, exposing weakening control over markets. The 10 year note yield is just causally up another +13 basis points today. That's +85 basis points since the Fed started CUTTING interest rates. And, no one seems to care. Why has this become normal? pic.twitter.com/zoV9TshYmG — The Kobeissi Letter (@KobeissiLetter) November 12, …
Hate to rain on the bull parade in crypto land and equity futures, but this melt up in bond yields can’t end well… pic.twitter.com/nhPM6vZf8n — Ross Hendricks (@Ross__Hendricks) November 6, 2024 Mortgage rates are set to skyrocket. Few understand this. Its savior is a deleveraging event that no one wants but is ever so necessary. …
BREAKING: FEMA Whistleblower Goes Public, Reveals Agency’s Focus on “DEI Initiatives” Over Disaster Response: “There Are Higher Priorities Given to Different Racial Groups” “The number one goal of FEMA is to instill equity in emergency management. It's not to save lives. It's… pic.twitter.com/1zASlE2FXI — James O'Keefe (@JamesOKeefeIII) October 31, 2024 TL;DR FEMA whistleblower claims DEI …
by Jesse Felder The market environment has changed dramatically from that which defined the past two decades. Interest rates are significantly higher which should bring equity valuations down though that is clearly not the case today. However, this may be one reason insiders have little to no appetite for their own shares at present. Then …
via notayesmanseconomics We find ourselves opening the week by looking East but this time to Japan, although there is a Chinese nuance. This saga starts in the foreign exchange markets on Friday where in the early hours the Japanese Yen took rather a dive to 146.60. Just as analysts were sending out their explanation of …
Where was the equity when $200,000,000,000.00 to fund Ukraine. $400,000,000,000.00 to fund Illegal Aliens. $70000 to Hawaiian families who lost everything. . — True Jester (@TrueJester86) September 30, 2024 The whole US government has been doing this https://t.co/c96faEAdO6 — Elon Musk (@elonmusk) September 30, 2024
https://www.msn.com/en-us/money/personalfinance/ar-AA1pMdyP “She added: “People with hundreds of millions of pounds [are leaving] because changes can be more impactful for them.” Those packing their bags and moving overseas are typically entrepreneurs and private equity executives in the top income bracket, she said. Italy, the United Arab Emirates (UAE) and Switzerland are among the most popular destinations.” …
Americans who want to tap the rising equity of their homes without giving up their low mortgage rates are increasingly turning to home equity lines of credit. High borrowing costs led to fewer mortgage originations in the second quarter, according to the Federal Reserve Bank of New York’s Quarterly Report on Household Debt and Credit …
No one can say how much #JPY carry has contributed to recent US equity market slump. However, for 25y strong changes in JPY funding market (swap spread) have always coincided with strong US equity market corrections (monthly <-15%). Conditions are reunited again today. pic.twitter.com/0QIJcbLHXf — 🏳️🌈 Patrick Krizan 🇺🇦 (@PatrickKrizan) August 5, 2024 https://twitter.com/leadlagreport/status/1820439147909177692
https://twitter.com/Barchart/status/1820230604379832818 https://twitter.com/BenBerdankweed/status/1820251021592887359 Black Monday? 💀 — QE Infinity (@StealthQE4) August 4, 2024 Tech futures -300 now. Oh my. Another slaughter tomorrow? — QE Infinity (@StealthQE4) August 4, 2024 Microsoft Update 🚨WARNING🚨 Its a process , Don't PANIC, it gets much worse. https://t.co/pbryG7T3EZ pic.twitter.com/UvEDgcLPOm — The Great Martis (@great_martis) August 5, 2024 So now that the …
The director of equity at the Secret Service calls it a “mission imperative” and the “ultimate goal” to spread DEI within the agency, with the agency hosting seminars on “respectful use of pronouns.” The executive director of the Secret Services’ Office of Equity Loucious Hires III discussed diversity, equity and inclusion, “a topic that is …
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 …
The city of Seattle is offering a six-figure salary for a Tree Equity Initiative Manager. If you show a bias towards a cedar tree over a spruce, your arborism isn’t welcome and this job isn’t for you. The position earns up to $60.83 an hour and allows activists to undo environmental injustices disproportionately impacting “communities …