A hub for independent voices and signals
The Strait of Hormuz is locked down and that means the cheap-goods party is officially over… Shipping costs are through the roof and they aren’t coming down anytime soon… The shelves at the big stores are already looking a little …
We are trapped in a cycle where the cost of living keeps climbing while the central bank pretends they have the situation under control. They keep talking about “transitory” issues while the grocery bill and the gas pump tell us …
by Michael It just keeps happening over and over again. False rumors about a peace deal between the United States and Iran start circulating, and a lot of people out there just keep falling for it. How many times is …
I shared this last week. So old news (to me) anyway. 30yr yield at 5% is desparation. The dominoes are falling. – Wynn https://t.co/Jnnhhac7tB — James Wynn (@JamesWynnReal) May 19, 2026 US margin debt surged +$83 billion in April, to …
Kids work harder than ever and get poorer, system rigged against the young. A Chipotle burrito costs $15. Ground beef is $7 a pound. Inflation is financially crippling Gen Z. Once again, an out-of-touch rich boomer is lecturing young people. …
Credit card delinquency rates among borrowers under 35 reached 8.2 percent in Q1 according to new Federal Reserve data. This is the highest level since 2009 for that age group. High interest rates and cost of living pressures are the …
Falling birth rates aren’t a disaster, they’re the best bit of global news in a long timehttps://t.co/mEBocMP0hi — Boris Johnson (@BorisJohnson) May 1, 2026 In a new Daily Mail op-ed published today, he argues that falling global birth rates are …
Researchers successfully cloned a single mouse and then repeatedly cloned its descendants for 58 generations over two decades, producing more than 1,200 animals from one original donor. Yet the experiment ultimately ended in failure when the entire lineage collapsed due …
S&P 500 hits new all-time high as investors shrug off Iran war oil price spike The S&P 500 hit a new all-time high Wednesday, a remarkable turnaround for the broad-based stock index while the war with Iran continues and rising …
Mortgage rates moved even higher again last week, as the war with Iran continues to stoke fears of inflation. As a result, total mortgage application volume fell again, down 10.4% from the previous week, according to the Mortgage Bankers Association’s …
Four headlines appeared today that, when placed together, raise a question that economists and politicians rarely want to confront. More Americans are having their electricity shut off as unpaid bills pile up. Analysts are asking what the S&P 500 may …
TraderHC @traderhc We’re cooking. Bonds just sold off on a clean inflation print. Read that again. CPI came in benign. The 10Y still rose to 4.18%. When good news can’t push yields down, the problem isn’t inflation. It’s term premium. …
Authored by Mike Shedlock via mishtalk, Home prices are still too unaffordable. Existing home sales have had no traction since declining to this level in October of 2022. Mortgage rates peaked at 7.62 percent in October 2023 over two years …
The companies the experts claimed couldn’t fall are the ones falling the hardest now. by David Haggith You know the stock market is in a precarious spot when the hero of the market, Nvidia, issues a report on earnings that …
🚨BREAKING: Bitcoin prices fell briefly below $63,000, to the lowest since February 6. Prices now approaching $60,000 again. Bitcoin is down -50% from its all-time high as massive liquidations continue. Where is the floor? pic.twitter.com/sne37pqfaI — Global Markets Investor (@GlobalMktObserv) …
Organizers of the 2026 Winter Olympics say they’re investigating why medals are breaking — not even one week into the Games — after some athletes reported issues. Team USA alpine ski racing gold medallist Breezy Johnson revealed during a press …
British Prime Minister Keir Starmer’s chief of staff resigned Sunday over the furor surrounding the appointment of Peter Mandelson as the U.K. ambassador to the U.S. despite his ties to Jeffrey Epstein. Morgan McSweeney said he took responsibility for advising …
US consumer savings are falling at an alarming pace: The US personal savings rate fell -0.2 percentage points in November 2025, to 3.5%, the lowest since October 2022. Excluding the March-October 2022 period, this is the lowest level since the …
Here is the source of the vibecesson We have outright deflation in rent, gas, eggs and milk vs last year but blue collar workers are expecting the squeeze to continue… inflation expectations are near 7%! They aren’t thinking about 12m …
It's starting to look like maybe an AI driven productivity boom. pic.twitter.com/UC6fxl3NcJ — infinite monkey (@RobertDobalina7) January 9, 2026 Inflation is falling off a cliff. It now sits at 1.9% The Federal Reserve must cut rates by another 100 basis …
THE DOMINOES ARE FALLING One strike in Venezuela → Maduro gone. Next: Iran erupting in 100+ cities. Regime forces overwhelmed. Full revolution underway. The chain reaction:→ China retreats from Western Hemisphere, gets paid, Taiwan stays safe. → Cheap U.S. oil …
via notayesmanseconomics Hello again and a Happy New Year to you all. That theme links to today’s subject because the research student at the Bank of England morning meeting will have been hanging out the bunting for this, FTSE 100 opens back …
When that many people are leaning the same way, any hint of disappointment could blow up the trade and send yields swinging hard. Investors are betting Treasury yields will fall: Open interest in the US 10-year note March call options …
The economy might hum along on paper, but real demand and real buying power are trapped at the top. US consumer spending is extremely concentrated among high-income households: Households in the top 20% of the income distribution now reflect ~39% …
The Republican plans to pick off five Democratic-held congressional seats in Texas once seemed like a sure thing. Not anymore. President Donald Trump’s flagging approval ratings, particularly among Latinos, and strong Democratic performance in this year’s special elections have changed …
From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the …
https://twitter.com/spice1975503/status/1992215378181619837 Major retailers warn of slowing consumer spending and cut forward orders Nov 19 (Reuters) – Target (TGT.N), opens new tab reported a bigger-than-expected drop in comparable sales on Wednesday and offered a wide range of profit outcomes for its …
1-yr CPI swaps are falling rather noticeably.. pic.twitter.com/BCqoN4fPRh — Michael J. Kramer (@MichaelMOTTCM) November 19, 2025 Grok: 1-year CPI swaps are financial contracts betting on future inflation (Consumer Price Index). The rate falling means markets expect lower inflation over the …
23 states are now in a recession and 11 more are close to it. The last time this many states entered recession at once was 2008. Back then, unemployment hit 10% and foreclosures doubled within 18 months. byu/TonyLiberty inFluentInFinance 23 …
pic.twitter.com/ZuYRa6puCN — Leonard Campagna Freedom=Happiness=Freedom (@LeonardCampagna) November 7, 2025