Independent thinking for complex markets and current events
Global reserves continue to drop. Operational bottoms this Fall. 🚢Hormuz Vessel Crossing Update: Recovery Stalls at 19 — Tankers 10, Dry Cargo 9 Commercial vessel crossings through the Strait of Hormuz have slipped to 19 over the latest 24-hour rolling window — 10 tankers and 9 dry cargo ships — down from 24 yesterday and …
The housing market is running out of buyers: There were an estimated 46.3% more home sellers than buyers in February 2026, the biggest difference since Redfin data began in 2013. This gap has widened sharply from 29.8% a year ago, marking the strongest market for buyers in over a decade. By comparison, there were a …
US home sellers are increasingly cutting prices: A record 34.2% of home sellers lowered their list price in February, the highest for any February since records began in 2012. Since 2022, the percentage of sellers cutting prices has more than tripled. Sellers who cut prices cut by an average of $40,915, or -7.3%, the highest …
A Record 34% of February Home Sellers Cut Their List Price More than one-third (34.2%) of February home sellers lowered their list price. That’s up from 31.5% a year earlier and represents the highest February share in records dating back to 2012. Fed minutes show willingness to consider interest rate increases Some Federal Reserve officials …
via Mike Maharrey Despite sales by Turkey and Russia, net central bank gold buying was positive in February, rebounding from a tepid January. In total, central banks globally added a net 19 tonnes of gold to their reserves in February. That was up from just 5 tonnes in January. Even so, it appears the higher …
by confoundedinterest17 What I like about the South. US pending home sales bounced modestly in February (up 1.8% MoM vs -0.6% MoM exp and -10.% MoM prior). Year-over-year home sales continue to decline (down 0.6% YoY). Source: Bloomberg Pending home sales in the South, the biggest home-selling region in the country, increased 2.7%. They rose …
Nonfarm payrolls in February fell by 92,000, compared to the estimate for 50,000 and below the downwardly revised January total of 126,000. It was the third time in five months that the economy lost jobs. Health care, the primary growth driver in payrolls, saw a loss of 28,000 due largely to a strike at Kaiser …
Could be sharper than 10%-12% imo https://t.co/xQz9Do8T90 — Ali (@Mrhigh611) February 26, 2026 If this plays out, it will not be about fear, it will be about positioning. Nvidia is now down -10% since they reported their strongest quarter ever on Wednesday. pic.twitter.com/wqsvZa5Nyi — Satoshi Stacker (@StackerSatoshi) February 27, 2026 PPI came in much hotter …
The AI boom is fueling the South Korean economy: South Korea exports surged +47% YoY in the first 20 days of February, the strongest reading in at least 2 years byu/RobertBartus inEconomyCharts
In February 2016, Jeffrey Epstein wrote an email to Peter Thiel, co-founder of PayPal and Palantir, with a sentence that should have made front page of every newspaper in the Western world: "As you probably know, I represent the Rothschilds." byu/pacmanpill inconspiracy The name “Rothschild” appears nearly 12,000 times across the 3.8 million pages released …
🚨 BREAKING US CUSTOMS WILL STOP COLLECTING TRUMP TARIFFS STARTING FEBRUARY 24. THE CHAOS STARTS NOW… pic.twitter.com/ItgUSfteAr — Wimar.X (@DefiWimar) February 23, 2026 Factcheck: Yes, per official U.S. Customs & Border Protection announcement (CSMS #67834313, Feb 22): They will stop collecting the IEEPA-based Trump tariffs (specific EOs on borders, China, Venezuela, reciprocal trade, etc.) at …
by Infinite_Music2074 Last year news said that FINRA proposed to abolish the PDT rule. PDT (pattern day trader) rule means you have to have at least $25,000 to day trade when you have been flagged as violating the PDT rule (day trading more than 3 times for successive 5 days). Several weeks ago news said …
🚨 IT JUST GOT A LOT WORSE Look at this. One single entity, Cresco Investments Ltd, just filed proposed sales across 8 different ETFs. This isn’t what you typically see in a healthy market. – 48 filings in a single day– $600 million each– ~$28.8 BILLION in proposed sales… pic.twitter.com/jWBWX1PpKM — NoLimit (@NoLimitGains) February 16, …
BREAKING: 🇮🇷 Iran announces live fire naval exercises in the Strait of Hormuz February 1-2 20% of the global oil supply travels through this waterway. If Iran cuts it off that impacts Saudi Arabia oil exports to the U.S. 🇺🇸, potentially sending global oil prices spiking. https://t.co/cGq4I6951Q pic.twitter.com/BM6ZXD7DiH — Financelot (@FinanceLancelot) January 29, 2026 🔴🔥HUGE: …
A Bloomberg story making the rounds this week points out that the value of Russia’s monetary gold reserves has increased by $216 billion since February 2022, offsetting much of the roughly $300 billion in Russian reserves Western countries are trying to steal. RT takes a look inside the somewhat opaque world of Russia’s gold holdings. …
🌮 Tuesday pic.twitter.com/YTcY1O1PlE — TT3 (@TradingThomas3) January 21, 2026 TRUMP: BASED ON A VERY PRODUCTIVE MEETING WITH NATO, I WILL NOT BE IMPOSING THE FEBRUARY 1ST TARIFFS THE TACO IS HERE pic.twitter.com/Uyv03Q9NCY — amit (@amitisinvesting) January 21, 2026 https://twitter.com/buccocapital/status/2014058341824119109 President Donald Trump said Wednesday he will not impose tariffs that were set to take effect …
The last time this happened was in February 2020, before the COVID crash. pic.twitter.com/yCQ5wo4LNe — Subu Trade (@SubuTrade) November 13, 2025 It’s over. Your kids will never retire. pic.twitter.com/yoI8QiZJgy — Geiger Capital (@Geiger_Capital) November 13, 2025
PCE 0.3% MoM, Exp. 0.3% PCE 2.7% YoY, Exp. 2.7% PCE Core 0.2% MoM, Exp. 0.2% PCE Core 2.9% YoY, Exp. 2.9% But the trend is one – inflation goes UP pic.twitter.com/TmrXCFoc3C — Data Driven Stocks (@stockdatamarket) September 26, 2025 The Fed has to keep cutting rates. The cost of borrowing is far too high …
The Fed’s reacting to lagging labor data while ignoring leading inflation signals. Policy misfire incoming. JUST IN 🚨: The odds of a September rate cut have soared to over 94% pic.twitter.com/E8copNJVuO — Barchart (@Barchart) August 12, 2025 Overall US CPI moved up to 2.7% in July, the highest level since February. US Core CPI (excluding …
Supply chain jitters deepen with sustained trucking decline. US trucking volumes are down 14% YoY. The diversion in the direction freight market started in earnest around early February, around the start of some of the chaotic messaging around tariffs began. pic.twitter.com/FB8PDZCLhx — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 21, 2025 Here you go… pic.twitter.com/KBrTFHqyn6 — Craig …
The DOJ dropped its Pfizer bribery probe in China and Mexico soon after Pam Bondi, a former Pfizer legal consultant, became Attorney General in February 2025. The investigation’s closure, evident from Pfizer’s latest filings, has raised concerns about Bondi’s influence and DOJ impartiality. The DOJ dropped its Pfizer bribery investigation soon after Pam Bondi, a …
honestly, this is like February 2020 with absolutely no public awareness of what would hit within weeks (bonus – full thread starting Feb 2, 2020 for those who have any interest in watching a profoundly mishandled slow-motion trainwreck day by day: https://t.co/bewiFY9GSg) https://t.co/mbjjD8xGiz pic.twitter.com/OICJraFzlv — John P. Hussman, Ph.D. (@hussmanjp) May 4, 2025 (sigh)Tariffs went …
⚠️BREAKING: *WARREN BUFFETT'S BERKSHIRE HATHAWAY'S 1Q CASH PILE RISES TO $347.7 BILLION, HIGHEST LEVEL ON RECORD$BRK.A pic.twitter.com/5J7cvDmBjR — Investing.com (@Investingcom) May 3, 2025 Breaking – Latest Berkshire Cash $348B, +$14B since February. Looks like Buffett hasn't been putting all that much capital to work? Warren thinks the lows are NOT in? pic.twitter.com/Noa8IFDwFC — Lawrence McDonald …
by confoundedinterest17 DOGE is working: in Q1, US debt funding needs were $2BN less than the Treasury forecast in February, and in Q2 the Treasury is expected to need $53 billion less than it forecast 3 months ago. The result?
60 of the nation’s 300 largest metro area housing markets had falling year-over-year home prices between March 2024 to March 2025 Last month, that count was 42 markets Two months ago, that count was 31 markets Analysis via @ResidentialClub pic.twitter.com/vADre6uTh4 — Lance Lambert (@NewsLambert) April 18, 2025
Powell isn't wrong: If you think hiring is stable, think again – There is a 32% INCREASE in mid-term unemployment and that was just in Feb. It's taking longer and longer to get a job. More people are inching toward long-term unemployment, and the market isn’t absorbing them… https://t.co/VKIuWJAtag pic.twitter.com/hmN1UbZyzt — Amanda Goodall (@thejobchick) April …
Gold is now up 1000% since the year 2000. The S&P 500 has returned 485%. pic.twitter.com/zGNvZeLHda — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) April 14, 2025 BREAKING: Global net gold purchases by central banks hit 24 tonnes in February, the most since November 2024. This marks the 20th month of net buying over the last …
China secretly bought 50 tonnes of gold in February… PBOC reported just 5 tonnes — real number 10x higher, per Goldman Sachs… China reported 5 tonnes of gold purchases in February (160k oz per PBOC).China actually bought 50 tonnes of gold in February (per GS) pic.twitter.com/oQifGszNcQ — zerohedge (@zerohedge) April 13, 2025 Goldman Sachs upgrades …
Retail investor activity is higher today than it was prior to the 27% ^IXIC drawdown in Feb (hard to believe) – this likely stays the case through another larger downside impulsive move We’ve never had so many households or individuals ‘all in’… speculative fever continues🤒🌴 — Don Johnson (@DonMiami3) April 11, 2025 Very disturbing chart …
by Mike Maharrey There is growing evidence that Americans may be edging close to the credit limit. That’s bad news for an economy that has run on credit cards for the last few years and adds to worries that the U.S. could be barreling toward a recession. After slowing in January, consumer borrowing crashed in …