Independent thinking for complex markets and current events
BREAKING: China will eliminate tariffs on all imports from all 53 African countries with which it holds diplomatic ties starting May 1, excluding Eswatini, which maintains ties with Taiwan. pic.twitter.com/cDiIr2Aqx9 — Current Report (@Currentreport1) April 3, 2026
Excluding health care, the U.S. economy has lost more than 140,000 jobs over the last four months pic.twitter.com/l9HjcgqeEY — Matthew B (@boes_) September 5, 2025 Fox Business is coping hard with another bad Trump jobs report: "That 22,000 number — it's a weaker than expected number, and these revisions are pretty brutal … it's disappointing …
Trump ordered a new census. Said it will leave out illegals. “People who are in our country illegally will NOT BE COUNTED IN THE CENSUS.” https://www.politico.com/news/2025/08/07/trump-new-census-00497025 Commerce started prep. No law passed, but no law blocks it either. “President Donald Trump said Thursday he has directed the Department of Commerce to begin work on a …
‼️Has the AI arms race come near its end? Magnificent 7 excluding NVIDIA Free Cash Flow (FCF) declined 11% year-over-year in Q1 2025, the most since the 2022 bear market. The capacity for future investments is falling for the first time in 3 years. Is AI hype behind us? pic.twitter.com/ppir1IdzXr — Global Markets Investor (@GlobalMktObserv) …
by Mike Shedlock Let’s do a fact check on Trump’s Canada claims. In addition, the US has a huge services surplus with Canada driven by sectors like technology, financial services, and intellectual property licensing from companies such as Microsoft, Google, and Amazon. I do not have year-by-year services numbers. Grok AI notes “Estimates from earlier …
“Americans are planning fewer vacations in an era where it’s probably much needed. Research nonprofit the Conference Board tracks Americans who plan on taking a vacation on a six-month basis. In Feb., it was the lowest in 15 years, apart from the COVID-19 pandemic, which halted almost all travel. “The biggest downside risk is that …
US JOB CUT ANNOUNCEMENTS ARE SKYROCKETING⚠️ US-based firms announced 57,727 job cuts in November, the third-highest number since the 2008 FINANCIAL CRISIS. Year-to-date there have been 722,566 job cuts, the largest amount since 2009 (Financial Crisis), excluding 2020 Crisis. ⚠️US JOB CUT ANNOUNCEMENTS ARE SKYROCKETING⚠️ US-based firms announced 57,727 job cuts in November, the third-highest …
Microsoft’s gaming division is excluding whites from being hired to work on their video games. All of their new hires are unqualified queer and black people because the company’s executives have an explicit mandate against “crusty old white dudes.” https://t.co/uOqNSJbl3c — Ian Miles Cheong (@ianmiles) November 27, 2024 The game industry for western studios is …
https://twitter.com/MasculineBased/status/1846677406297526320
Magnificent 7 Insider Sales this year excluding Zuckerberg $META and Bezos $AMZN pic.twitter.com/Bp3UKc65fX — Barchart (@Barchart) May 10, 2024
https://fred.stlouisfed.org/series/SAHMREALTIME The Sahm rule indicates that we are in recession if it breaches 0.5%. It currently sits at 0.37% which is the highest it has been since 2003 when the economy is not in a recessionary environment. The rule has been in a clear uptrend since January. Another minor rise in unemployment may tip the …
Nasdaq has traded green for 14 of the last 15 weeks! Will the strength continue this week or is it time for a sell off? pic.twitter.com/DCmSXv2MQN — Barchart (@Barchart) February 12, 2024 Watch out for the #YieldCurve un-#inversion 📉 🥶https://t.co/20cXNZmHTU — Invariant Perspective (@InvariantPersp1) February 12, 2024 h/t TypicalPoetry22
In the ever-complicated geopolitics surrounding the Ukraine-Russia conflict, a new chapter unfolds as Ukraine takes a bold step. Recent reports, as highlighted by @WallStreetSilv, suggest that every “peace conference” so far has omitted an invitation to Russia, sparking controversy and fueling tensions. For some reason, Ukraine seems to believe it can hold a peace conference …
If we adjust for inflation, inflation is 0% h/t InternationalTop2405
by Dismal-Jellyfish https://www.bea.gov/news/2023/personal-income-and-outlays-june-2023 Wut mean?: In June, people earned $69.5 billion more, which is a 0.3% monthly rise–more money earned more money to spend, adding to inflation… Prices of things people bought (PCE price index) went up slightly by 0.2%. Even if we leave out the usually volatile food and energy prices (like the Fed does …
by Dismal-Jellyfish Source: https://www.bls.gov/news.release/cpi.nr0.htm All items less food and energy: Inflation and Housing: The overall index for items excluding food and energy increased by 0.2% in June. The cost of housing, represented by the shelter index, rose by 0.4% in June. Rent increased by 0.5%, and owners’ equivalent rent (for homeowners) increased by 0.4%. However, …