Independent thinking for complex markets and current events
Wait…..do some people not know this is a bigger worse bubble than 2008? Really? https://t.co/n0BoMr4VK8 — Darth Powell (@VladTheInflator) June 2, 2025 BREAKING 🚨: U.S. Housing Market Home Sellers are now sitting on $700 Billion worth of inventory, the largest amount ever recorded 👀 pic.twitter.com/CSW9jrLjK0 — Barchart (@Barchart) June 2, 2025 We need a nice …
Blazes in the provinces of Manitoba and Saskatchewan have forced thousands to evacuate. Smoke from the fires is expected to waft over the U.S. through the weekend. Canadian authorities have called in the military to help with the “sheer scale” of the evacuations Minnesota began feeling the impact of the blazes on May 29, according …
From a macro perspective the tariff policy outcome is far more important than the nuances of the big beautiful bill. Even with the China "deal" a couple weeks ago rates are still quite elevated, with the question ahead of whether further relief comes or we revert back. pic.twitter.com/96CKCNBmFm — Bob Elliott (@BobEUnlimited) May 22, 2025 …
Dutch researchers now estimate the universe will end in 1 followed by 78 zeros, replacing the previous projection of 1 followed by 1100 zeros years. The revised timeline comes from new modeling of Hawking radiation and the eventual evaporation of white dwarf stars. Lead author Heino Falcke called it: “much sooner than expected.” Meanwhile, with …
by David Haggith The big-deal, China-deal stock rally didn’t last long with the Dow falling today (while the S&P and Nasdaq put out modest to decent gains). US Treasuries also climbed (intraday) back above the 4.5% level on the 10YR, which has, for a long time now, been the pressurized level at which stocks become …
Another major safe haven currency has exploded higher, not just in early April but here in early May. It’s gone so far already the local monetary authority has had to intervene. Over in Switzerland, the country report zero inflation for April. Along with the similar behavior of the franc, the Swiss central bank is looking …
⚠️BREAKING: *U.S. Q1 GDP FALLS -0.3%, EST. 0.2%; PREV. 2.4% 🇺🇸🇺🇸 pic.twitter.com/mahT0YOWbX — Investing.com (@Investingcom) April 30, 2025 Breaking Q1 GDP first look. -.3% vs -.2% exp. Recession? Pricing index 3.7% vs 3.2% expectations Stagflation? Oof 🤦♂️ — QE Infinity (@StealthQE4) April 30, 2025 Yields up. Stocks getting REKT pic.twitter.com/ZVvzwrx8hX — QE Infinity (@StealthQE4) April …
S&P 500 earnings are expected to grow 11% this quarter and another 26% next year. We better hope there’s no recession, because if there is, a sharp downgrade in earnings estimates could be a real drag on the market, in my view. pic.twitter.com/gDXHwh4KDC — Otavio (Tavi) Costa (@TaviCosta) April 28, 2025 Goldman Sachs is now projecting …
The Supreme Court on Tuesday was sympathetic to a group of Maryland parents who want to be able to opt their elementary-school-aged children out of instruction that includes LGBTQ+ themes. The parents argued that the local school board’s refusal to give them that choice violates their religious beliefs and therefore their constitutional right to freely …
German Economy Ministry: Due to declining orders and US trade policy, a noticeable weakening in the industrial cycle is to be expected in the coming months — FinancialJuice (@financialjuice) April 14, 2025 United States President Donald Trump’s trade policies are raising the chances that the next financial crisis will occur “sooner than expected,” Germany’s incoming …
via notayesmanseconomics It has been rather an eventful week in terms of financial markets and economics as investors try to come to terms with a different looking situation. But a side-effect has been rather a quantum shift in bond markets and expected interest-rates. We looked at one feature of that yesterday in Japan where the …
🇺🇸 FED CHAIRMAN JEROME POWELL JUST SAID – ECONOMIC IMPACT OF TARIFFS LIKELY LARGER THAN EXPECTED, MUST ENSURE PRICE HIKES DON’T LEAD TO ONGOING INFLATION – TARIFFS LIKELY TO RAISE INFLATION IN COMING QUARTERS. POSSIBLE TARIFFS COULD HAVE PERSISTENT INFLATION IMPACT — Evan (@StockMKTNewz) April 4, 2025 SUMMARY OF FED CHAIR POWELL'S COMMENTS: 1. Tariffs …
President Trump just accused Fed Chair Powell of always being "late" to cut rates. Despite markets pricing-in more rate cuts, Powell is saying he is willing to wait. US stocks are extending losses. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) April 4, 2025 I think he is …
Gold now getting murdered along with everything else as the world faces a global margin call. Futures worsening. It’s going to be a long day. Chaos 💀 pic.twitter.com/l6x2vnDAYD — QE Infinity (@StealthQE4) April 3, 2025 The market's drop in response to tariffs is massive, and it will take time to emerge from this chaos. A …
by Michael Four months of rain is about to fall in five days in some areas in the middle of the country. We are being told that an atmospheric river will produce a “firehose of moisture” that is expected to dump 76 trillion gallons of water on the heartland of America over the next week. This is perfectly …
by Michael The global trade war is officially heating up. President Trump just unveiled a series of tariffs that were higher than expected, and business leaders all over the world are absolutely stunned. For many of those that have made a killing importing goods into the United States, their businesses have now been ruined. For many …
Reversing a 75-year trend of lower tariff rates, Team Trump’s tariffs are expected to take tariff rates to 8.4% this year, the highest since 1948 byu/RobertBartus inEconomyCharts
Why buy more F-35's? Because Denmark has already spent Billions on building up the ground infrastructure required to support the platform. It's not just stealth that separates this 5th Gen fighter from the other 4+gen fighters, it's advance sensers and network capabilities. pic.twitter.com/V4UhisrsCs — David Browder (@DavidMBrowder) March 27, 2025
Dangerous Severe Storm Outbreak Packs Significant Tornado, Widespread Wind Damage Threats In South, Midwest The setup Friday through the weekend is a dangerous one in parts of the South, Midwest and East. Some tornadoes could be strong and widespread damaging winds are also a major threat. A dangerous outbreak of severe thunderstorms is expected to …
China’s yuan is hanging by a thread, the closest it has ever been to going over the government limit. Finally, even the mainstream media has caught on this has nothing to do with Jay Powell and the Fed. The bazooka has been utterly exposed. Not a good day in India to start the week. The …
Job cuts remain elevated to end the year at 71,894 – up year/year and highlighting firms desire to continue shedding jobs into 2025. Expect job cuts to surge in January as firms rightsize & continue outsourcing – especially in white collar areas. Final # avail 1/5.… pic.twitter.com/skKNRNj0gX — MacroEdge (@MacroEdgeRes) December 30, 2024 Las Vegas’ …
Dow jones Update Keep it simple. Bounced off major trend-line (text book) Lower high expected over the weeks before it lets go. Unless it simply lets go. pic.twitter.com/hfCoiv0HnG — The Great Martis (@great_martis) December 20, 2024 https://twitter.com/leadlagreport/status/1870078316029313153 …..and how do you conclude "Soft Landing" based on this? Give me your best shot 💪 ["This time …
https://twitter.com/NorthmanTrader/status/1863950494399443177 🚨 BREAKING: $TSLA 3rd largest shareholder Leo KoGuan sells his shares citing the need to hedge his portfolio against a possible market crash reminiscent of 1929 https://t.co/9SreLrWliw pic.twitter.com/dvOck3qyNI — Financelot (@FinanceLancelot) December 3, 2024 We have: Korea in collapse Japan in a currency crisis China in a depression France in near collapse Russia in …
It will surpass 37T before Jan 20 h/t Abrevaderci
The Left Will Not Go Quietly – Oklahoma University Could Be Defying State Law by Requiring DEI Class. After Donald Trump and the Republicans’ landslide victory over Democrats on November 5, we might mistakenly think that the left is going to go off to sulk in a corner and continue to grumble about “the end …
Oscoda Township, a small Michigan community, has been selected by the (F E M A) as a key emergency staging area for northern Michigan, with plans to house 350 semi-trailers of emergency equipment at the local airport. The F E M A emergency hub, established to serve six counties in the event of an “emergency,” …
by confoundedinterest17 Biden/Harris will be remembered for many things, mostly BAD. Uncontrolled immigration, crime out of control, endless wars, grossly incompetent government administrators, 200k+ missing immigrant children, etc. But wreckless inflation coming from insane government spending takes the cake. And it is heating up again, with the help of The Feral Reserve. Yes, The FERAL …
BREAKING: The storm surge for Hurricane Milton is expected to be 15 feet. To give you an idea of how deadly this is, here's what 9 feet looks like:pic.twitter.com/0SxfrA9XK3 https://t.co/56ZLtpOIbi — Financelot (@FinanceLancelot) October 8, 2024 There are areas of traffic jams but overall it doesn't look too bad. Hopefully there's enough time for this …
NATIONAL HURRICANE CENTER and CENTRAL PACIFIC HURRICANE CENTER Rainfall amounts of 4 to 10 inches, with localized amounts over 12 inches, are expected. UPDATE: Hurricane Helene to roar ashore in Florida as Cat 3… Developing… People in the Florida Big Bend region and much of the eastern Gulf coast need to complete preparations for …
