Independent thinking for complex markets and current events
by Michael They aren’t telling you the truth about what is coming. Even if the Strait of Hormuz reopens tomorrow, and there is no way that is going to happen, oil production will not return to pre-war levels for years. In other words, we are facing an extended global energy crisis no matter what happens …
Americans aren’t getting laid off. And they’re not quitting. They’re simply just not getting hired, and the numbers haven’t been this bad since the pandemic closed the economy by force. The Bureau of Labor Statistics reported Tuesday the hiring rate fell to 3.1% in February, with just 4.8 million hires, the lowest since April …
We’re just going to pretend this part was normal and “because covid” pic.twitter.com/jn6qHOrh10 — Jeff Rey (@Est1986) March 5, 2026 The all-important spring housing market is off and running, and while the pace isn’t expected to be strong, there are signs of optimism, at least among sellers. Some who gave up last year are jumping …
In totally unrelated news:https://t.co/xtMzFziW51 — Robert (infra 🏛️⌛️) (@infraa_) February 25, 2026 Nearly 1 in 7 Home Sales Are Falling Through, a Record For This Time of Year (dating back to 2017) Home-purchase agreements are canceled at the highest rate in San Antonio, where sellers outnumber buyers two to one–giving buyers the upper hand and …
🚨 THIS NUMBER SHOULD NOT EXIST The U.S. housing market just reached the most unaffordable point EVER. Worse than 2008. And almost nobody is paying attention. The median U.S. home now costs $415,000. Five years ago? $270,000. That’s a 54% price increase. Wages over the… pic.twitter.com/Y278wSTc61 — Alex Mason 👁△ (@AlexMasonCrypto) February 23, 2026 It’s …
US rents have fallen for the 32nd straight month, per Axios. — unusual_whales (@unusual_whales) February 19, 2026 Factcheck: Based on http://Realtor.com’s Jan 2026 report, median asking rents for 1- and 2-bedroom units have declined YoY for 32 straight months. Overall rents show 29 months. However, CoStar notes apartment rents edged up in Jan. No direct …
People are going to freak out when they realize the large A.I. labs can train a model to do your job by simply feeding it a screen recording of what you do on a daily basis. The acceleration is coming. — Anthony Pompliano 🌪 (@APompliano) February 7, 2026 More signs of labor market weakness https://t.co/6LxkzTEjjF …
“December alone accounted for nearly 20% of the entire annual decline. At the same time, sales remain below 2019 levels despite population growth, while new listings are near multi-year highs even in December. That combination usually means prices haven’t finished adjusting yet.” h/t Key_Brief_8138
The latest report from Rentals.ca and Urbanation said December 2025 was the 15th consecutive month that average asking rents across the former’s listings network moved lower. When measured across the full year, average asking rents in Canada declined 3.1% in 2025, which was a larger annual drop than during the COVID-19 pandemic. However, while rents …
Canadian apartment rents fell again in December, marking a 15th-consecutive month of year-over-year declines nationwide. Average asking rents for all residential property types dropped to $2,060 in December, down 2.3% year over year and marking the lowest level in about two-and-a-half years, according to the latest Rentals.ca and Urbanation rent report. Rents are now 5.4% …
President Donald Trump’s job approval rating has fallen five percentage points to 36%, the lowest of his second term, while disapproval has risen to 60%. pic.twitter.com/C2h6okA6Nd — Gallup (@Gallup) December 1, 2025 Enten cited a recent Gallup poll that saw Trump’s net approval rating sink to -24 percent from -1 percent in January. “We’re talking …
We’re about to enter the retail holiday season. Give it a few more weeks to see the real horror. Trucking freight volumes, a signal for the goods economy are a dumpster fire right now (-17% YoY) pic.twitter.com/4YPkLJtHdu — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) October 27, 2025 Hiring is at its lowest since 2009. But we’re still …
It’s obvious the economy is a mess right now, slowest job growth in 15 years, a weakening dollar, sky-high tariffs, a government shutdown, and everything else falling apart. Meanwhile, the top 10% are chilling, barely noticing any of this, watching their net worths hit new records as the market keeps climbing. We didn’t get the …
by confoundedinterest17 Under The Federal Reserve, the purchasing power of the US Dollar has declined -97% since the establishment of The Federal Reserve in 1913. It is the House of the Dying Dollar. Under The Federal Reserve, the purchasing power of the US Dollar has declined -97% since the establishment of The Federal Reserve in 1913. …
H/T: @yaireinhorn and 👇https://t.co/oKzVcZMmYt — Barchart (@Barchart) August 22, 2025
This chart tells me we have been getting poorer and poorer as a nation. It’s not just Covid or post covid. This economy stopped working for most people a long time ago. — Matt Williams (@MattWilliams) July 1, 2025
The S&P 500 just closed above 6170. Nasdaq is over 20000. Every financial outlet is painting it as strength. But if you step away from the screen and check the wallets, it’s clear the real economy is strained. More than half of Millennials and Gen Z say they are using buy now pay later apps …
During the GFC, we saw a noticeable crossover when part-time work increased and full-time work declined. Over the past year, we’re seeing a similar crossover slowly form. 👇🏼 pic.twitter.com/uez8lZaGWP — Kalani o Māui (@MauiBoyMacro) June 10, 2025 Full-time workers -623KPart-time workers +33K — zerohedge (@zerohedge) June 6, 2025 2/ The leading economic indicators (LEI) index …
🚨 WTF?! Third world invaders are ATTACKING young innocent women in the streets of Paris THIS is what American streets will look like without mass deportations. We REALLY have to get these deportation numbers up. And quickly. pic.twitter.com/d2YRjb5jyb — Nick Sortor (@nicksortor) June 1, 2025
Mortgage payments now make up 40% of the average household income – the highest levels in over 30 years By the classic rule of keeping payments under a third of income, about 70% of Americans today can’t afford a mortgage Housing affordability is at a breaking point pic.twitter.com/qwn079KFPb — Bravos Research (@bravosresearch) February 27, 2025 …
A high quits rate means employees are confident quitting because they believe finding a new, better-paying job will be easy. 2/ — Eric Basmajian (@EPBResearch) January 22, 2025 At EPB Research, we focus on the quits rate in construction and manufacturing — the two key swing factors in the labor market.https://t.co/unsbPbt8Za 4/ pic.twitter.com/b2ANDBYBlL — Eric …
I srael attacked “strategic weapons systems, residual chemical weapon capabilities and long-range missiles and rockets” in Syria to prevent extremist groups from obtaining them, foreign minister Gideon Saar said Monday. Some unverified videos purported to show the Russians move large military hardware inside Syria, but it was anything but clear whether the two key bases …
Since the day Goldman upgraded China to BUY:$BABA down -28%Hang Seng index down -18%“BUY EVERYTHING!” Tepper in hiding Great job. Truly. Chef’s kiss. 👏 👏 👏 pic.twitter.com/hE8l1vMfHg — Wasteland Capital (@ecommerceshares) November 26, 2024 BREAKING 🚨: China Chinese ETFs on track for largest monthly outflow in history pic.twitter.com/zobT1JFGNi — Barchart (@Barchart) November 27, 2024
The EU and the Euro are a failed project. Only a small number of European countries are competitive/innovative. 👇 pic.twitter.com/nT3P0ENAOe — Dutch 🇳🇱🧡 (@Mio_Mind) November 22, 2024
A data scientist who constructed a model to predict who will win the 2024 presidential election says Donald Trump has surged ahead in the last week. Dr Thomas Miller from Northwestern University runs a website called The Virtual Tout, where he posts daily electoral vote forecasts. He also maps these predictions onto a graph with …
The index includes all savings of the population, businesses, and governments. Now the United States relies solely on foreign investment. Source: https://research.gavekal.com/chart/week-38-2024/ h/t pure_psycho
Gold is telling you the Federal Reserve is full of shit. Not a single person on earth thinks inflation is 3% pic.twitter.com/E8XedI6Nj1 — Darth Powell (@VladTheInflator) September 24, 2024 Today, silver prices reached their highest level in over a decade. Widespread skepticism surrounding the metal remains, which, in my opinion, represents one of the most extreme …
by Stargazer5781 The Challenger Report published an article indicating that hiring in the US has fallen to the lowest level since they began tracking the data in 2005, even lower than the worst periods of the Great Recession. “U.S.-based employers announced 75,891 cuts in August, a 193% increase from the 25,885 cuts announced one month prior.” …
Lula and Moraes are attempting to lock up their political opposition, like the Biden-Harris administration and every totalitarian regime in the past. pic.twitter.com/U8W94FK0ks — KanekoaTheGreat (@KanekoaTheGreat) August 29, 2024 Brazil has fallen. Hard. — Chuck Callesto (@ChuckCallesto) August 29, 2024 https://twitter.com/Liberacrat/status/1828971749569933467 One day, @Alexandre, this picture of you in prison will be real. Mark my …