Independent thinking for complex markets and current events
In 2024, Trump flat out admits that he wants Venezuela to collapse so he can take their oil. Keep that in mind as he sends 4,000+ troops and a bunch of warships to their coastline.pic.twitter.com/RohqQDMdZk — Fifty Shades of Whey (@davenewworld_2) August 20, 2025 JUST IN 🔴 Trump on Venezuela: "Attacks on the land are …
🚨 BREAKING: Sen. Mitch McConnell (R-KY) just suffered a FALL in Washington Not a fun sight. He’s 83. Glad he’s retiring. 🎥 @ErikRosalesNews pic.twitter.com/5HMkobsNVt — Eric Daugherty (@EricLDaugh) October 16, 2025 It's garbage day in Kentucky and thanks to Mitch McConnell, things have gotten dirty. It's time to dump career politicians and take out of …
Banks are always the first to fall. pic.twitter.com/gx7JYpc91Y — Spencer Hakimian (@SpencerHakimian) October 14, 2025 BREAKING 🚨: Japan Japanese Yen forms a Death Cross ☠️ against the U.S. Dollar 📉 pic.twitter.com/TrbyJDNYWG — Barchart (@Barchart) October 13, 2025 JPMORGAN CFO SAYS WE DON'T LIKE BUYING BACK STOCKS AT THE CURRENT LEVELS — *Walter Bloomberg (@DeItaone) October …
via notayesmanseconomics This morning has brought some disappointing news for the UK from the labour market and we can start with what is already grabbing the headlines. The UK unemployment rate for people aged 16 years and over was estimated at 4.8% in June to August 2025. This is up in the latest quarter and …
Stocks punch into the green as traders bet shutdown will be short-lived, Dow adds 100 points: Live updates
by confoundedinterest17 US home prices are downshifting to a lower gear. Home prices across the top 20 cities in the US fell by 0.07% MoM (less than the 0.2% decline expected) – the fifth straight monthly drop in prices. This pulled the YoY price appreciation down to 1.82%, the lowest since July 2023. The U.S. housing market …
Authored by Mike Shedlock via mishtalk, The saga of the bifurcated economy continues. Gen Z getting hammered. Credit Scores Plunge Trump says the economy is booming. But FICO notes credit scores are down for the second year. . CNN comments Credit scores drop at fastest pace since the Great Recession The national average FICO score dropped …
This is a shocking chart. It’s foreign owned U.S. Treasuries held by the Federal Reserve. Every drop has been a liquidity crisis. When foreign governments or banks need Dollars the Treasuries exit. It’s now lower than the depths of the 2020 crash. Remember: the Fed has only one “tool” in its “tool chest”: Money Printer …
On October 1, the federal government flips the switch on a new set of FHA rules that will pull the rug out from under millions of homeowners. There will be no big announcement. No cameras. The change hides in mortgagee letters and fine print, dropped the same week COVID-era protections disappear. People waiting for relief …
Several shipping containers have fallen off a cargo ship and into the water at the Port of Long Beach. AIR7 is above the scene. https://abc7.com/post/shipping-containers-tumble-overboard-port-long-beach/17779934/
The housing market is collapsing, and buyers are running for the exits. They don’t wait. They don’t negotiate. They cancel. They saw the foundation crumble and refused to stand on it. This isn’t a seasonal hiccup. It’s a total retreat, and the institutions that built the illusion are powerless to stop it. “58,000 home-purchase agreements …
France’s government is going to collapse again in a couple weeks. While everyone was distracted by trade wars, the underlying schism in politics remained unresolved. France is between a rock and a hard place, trying to fix its budget. Here’s the thing: both the rock and the hard place are the same thing.
Authored by Charles Hugh-Smith via oftwominds, We’re humoring our self-delusion. How do great powers come undone? We can start with a destructive force without equal: self-delusion. Emperor Norton comes to mind in this context. In 1859, in the Gold Rush-enriched city of San Francisco, Joshua Norton, a bankrupt businessman, declared himself “Emperor of these United States” in …
by Martin Armstrong Japan experienced a contraction in exports for the first time in four years this July. Exports declined 2.6% on an annualized basis, falling beneath the median forecast of a 2.1% contraction, according to the Ministry of Finance. As with Canada, tariffs have caused a downturn in the auto sector. Autos, auto parts, …
Good Morning from Germany, where Chancellor Friedrich Merz is looking for excuses after a rough start on economic policy.“This task is bigger than some may have imagined a year ago – and I say that self-critically,” Merz admitted in a speech on Saturday in Osnabrück. “We’re not… pic.twitter.com/Q3BcYBvYUC — Holger Zschaepitz (@Schuldensuehner) August 24, 2025 …
Businesses are eating 64% of tariffs right now. We know that. But according to Goldman, by October this will drop to only 8%, with consumers eating 67%. Nice one in @SamRo's note this morning. pic.twitter.com/vvWgG39mwS — Ryan Detrick, CMT (@RyanDetrick) August 17, 2025 Even the goat is bearish 🐐 pic.twitter.com/lIqSb7eHwv — QE Infinity (@StealthQE4) August …
Germany's economic decline is much more severe than most people think. The country is actually in free fall. pic.twitter.com/FPOplP101R — Thorsten Polleit (@ThorstenPolleit) August 13, 2025 Investor morale collapsed. “The economic sentiment index fell to 34.7 points from 52.7 points in July, while analysts polled by Reuters had pointed to a reading of 39.8.” https://money.usnews.com/investing/news/articles/2025-08-12/german-investor-morale-falls-more-than-expected-in-august-zew-finds …
Hope Connor has a speedy recovery and comes back even stronger. Connor Zilisch bad fall during victory celebration, broken collarbone.pic.twitter.com/uiS1cx4ghB — Citizen Free Press (@CitizenFreePres) August 13, 2025
A pattern change will increase the chances of a hurricane forming this week.
Tariffs hit fast. Inflation moves slower but with purpose. The consumer price index (CPI) doesn’t capture the full story. When tariffs arrive, importers take the initial hit, but CPI only partially reflects that cost. It undervalues imported goods, ignores wholesale price spikes, and delays the real impact of healthcare and insurance through flawed measurements. In …
Housing prices would need to fall about 30% before basic affordability returns to most U.S. cities. Experts say mortgage rates must drop to around 4.4% for a typical home to fit within the affordability rule of 30% of median income. https://fortune.com/2025/07/30/mortgage-rates-housing-affordability-zillow-report Right now the average thirty year mortgage rate sits near 6.8%, despite being well …
https://x.com/TicTocTick/status/1952034086463144416 How frickin sad. Crashing demographics is the biggest threat we have to our future. H/t @peruvian_bull https://t.co/URuv1y8gEU — QE Infinity (@StealthQE4) August 3, 2025 Crazy stats. Doesn’t leave many buyers left does it? https://t.co/cD1fRuermI — QE Infinity (@StealthQE4) August 3, 2025 1) For perspective, today's homeowner equity levels are north of 115% of GDP, …
Eric Trump told people to buy Bitcoin and Ethereum when prices went down. He said, “Let me say it again: ₿uy the dips!!! $BTC $ETH.” Let me say it again: ₿uy the dips!!! $BTC $ETH https://t.co/VSOvTgnlOT — Eric Trump (@EricTrump) August 2, 2025 Bitcoin recently dropped about 24%, going below $113,000. Ethereum fell about 26%, …
CDC quietly reports childhood vaccine rates dropped again for the 2024–2025 school year, with coverage falling below 93% for all major shots. MMR vaccination (measles, mumps, rubella): 92.5% Polio vaccine: 92.5% DTaP (diphtheria, tetanus, pertussis): 92.1% Exemptions also hit a new record. CDC confirms that “the exemption rate was the highest ever reported in the …
Zillow’s traffic hit 230 million monthly visitors while home sales collapsed to a 30-year low. Inventory climbed 17 percent year over year to 1.36 million listings. Price cuts reached 26.6 percent of active listings in June. Mortgage rates hover near 7 percent. Sellers won’t list. Buyers won’t bite. Zillow’s Q2 revenue jumped double digits. Stock’s …
The economic data released this morning, July 17, 2025 at 08:30am ET, paints a clear picture: inflation is not accelerating. It’s cooling, and the Fed has breathing room. Import prices rose just 0.1% month-over-month in June, with the year-over-year rate at -0.2%. That’s deflationary. Export prices jumped 0.5% MoM and 2.8% YoY, but that’s external-facing. …
The credit system is about to get rewired. Not with a press release. Not with a Fed rate tweak. This one’s buried in the fine print of S.1465, the Credit Access and Inclusion Act of 2025. It’s sitting in committee right now, but the effects are already bleeding into the ecosystem. FICO confirmed it. Two …
The numbers are no longer whispering. They’re screaming. The gap between what homes cost and what Americans earn has never been wider. Not in 2008. Not in 1980. Not even during the COVID frenzy. This is new territory. And it’s cracking. The median home price in the U.S. now sits at $416,900. That’s up over …
