Independent thinking for complex markets and current events
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 …
🚨 WARNING: THE SYSTEM IS COLLAPSING IN REAL TIME!! Pending Home Sales just fell to the LOWEST LEVEL ever recorded. That means demand for homes is now weaker than it was in 2008. And if you think housing has no impact on other markets YOU ARE WRONG! Housing is one of the… pic.twitter.com/o8fMhr6m0d — Wimar.X …
China’s 2008 moment is happening: New home prices in 70 Chinese cities fell -0.4% MoM in January. Year-over-year, prices fell -3.1% byu/RobertBartus inEconomyCharts Factcheck: The claim is accurate based on official data from China’s National Bureau of Statistics (NBS), released in mid-February 2026 covering January 2026 figures for new home prices across 70 major cities. …
JUST IN: US home sales fell -8.4% in January, the largest monthly decline since Feb 2022. — Hedgeye (@Hedgeye) February 12, 2026 Realtors have sounded the alarm over a potential “new housing crisis” after home sales fell by over 8 percent in January, the biggest monthly drop since 2022. “Improving affordability should have brought more …
A recent report shows: Inflation‑adjusted starting salaries for new U.S. college graduates have fallen to about $54,500 This is the lowest level in at least six years Real wages for graduates have been declining as the entry‑level job market cools Fewer graduates are landing jobs aligned with their degrees This comes directly from a labor‑market …
This is the nightmare scenario for Japan. Rates up, yen weaker, and the one lever they pulled just made it worse. Once the 10 year breaks levels like this, control turns into theater. There really is no clean exit left. 🚨 Japanese inflation is now above US inflation for the first time since 1979. pic.twitter.com/pACaUFHHfi …
US trade deficit just hit $52.8B – lowest since June 2020 Down 35% from last year Experts said tariffs would destroy economy Trump, Bessent and Lutnick were right all along Lower imports mean weaker demand which means recession is coming https://t.co/qWoTBTmzG2 pic.twitter.com/mWIxuaGW4r — Leshka.eth ⛩ (@leshka_eth) December 14, 2025 NEC Director Kevin Hassett: "It's looking …
Total Put/Call Ratio fell to 0.70 on Friday, one of the lowest levels in the last 4 years 👀 pic.twitter.com/Wn7cFvbd9l — Barchart (@Barchart) December 9, 2025 Grok: The last notable low in the put/call ratio (similar to 0.70) was around May 2025. The S&P 500 rose 6.15% that month, followed by gains of ~5% in …
by confoundedinterest17 Mortgage demand is beginning to look a lot like Christmas. That is, mortgage demand will be listless in December (like the infamous Lake Erie snow effect), but leap upwards in January 202. Mortgage applications decreased 1.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications …
🚨 BREAKING: The national median monthly rent for apartments fell for the fourth month in a row. Who would have thought that mass deportations would make housing cheaper.pic.twitter.com/19QIe4gx2A — CJ Pearson (@Cjpearson) December 3, 2025 A slew of new supply is still making its way through the multifamily housing market. That, coupled with weakening demand, …
What just fell out of Zelensky’s nose? What could he possibly be putting up there during this stressful time? Your guess is as good as ours pic.twitter.com/PockIQ541L — RT (@RT_com) November 25, 2025
An event to unveil Russia's first "anthropomorphic robot with artificial intelligence" had to be cancelled after the robot fell and crashed on stage. pic.twitter.com/g2CrKvMAno — Special Kherson Cat 🐈🇺🇦 (@bayraktar_1love) November 11, 2025 Russia’s first humanoid robot with artificial intelligence fell on stage during its official debut at a technology event in Moscow on November …
The insiders are cashing out. The leaders are walking away. They see something coming that the public has not felt yet. Insiders are still dumping their holdings. The biggest transactions in the past few weeks are sell-only. This isn't a good sign. pic.twitter.com/2GHWk1HfVV — Ted (@TedPillows) November 8, 2025 A slump in stock buybacks could …
This is how recessions start, one empty table at a time. If 30-year-olds can’t afford Chipotle, what happens when the real slowdown hits. Either Chipotle has collapsed as a brand or young Americans are out of money. Or, both. What is happening here? pic.twitter.com/1gIAEzmrf1 — The Kobeissi Letter (@KobeissiLetter) October 30, 2025 They tried college …
Japan’s stock market fell -25% then rallied +67% all within a 10-month period. We are living in unprecedented times byu/RobertBartus inEconomyCharts
"The Floor Fell Out": LA's Entertainment Industry Is In Full Collapse https://t.co/Mi0lw8MR7l — zerohedge (@zerohedge) October 4, 2025 Hollywood’s middle class is collapsing, according to a new report from the Wall Street Journal. Production has slowed to historic lows, jobs are vanishing, and longtime workers are leaving Los Angeles in droves. Animator Brian Mainolfi, who …
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. …
by confoundedinterest17 US housing is simply unaffordable! Mortgage rates remain elevated since the Biden Administration took control in 2021. Although under Trump, the rise in the 30-year mortgage rate has slowed. But the 30-year mortgage rate is up 126% since the beginning of 2021 and the “Joe The Boss” Biden administration. Mortgage originations at large banks …
The Fed would be foolish to hike 0.5, it would signal they’ve been wrong all along. A 0.25 hike now and another 0.25 next month is the smarter approach. .50 Fed rate cut imminent? Those numbers were ice cold. — QE Infinity (@StealthQE4) September 10, 2025 PPI ICE COLD: The Producer Price Index for final …
The school year ended and ChatGPT usage fell right off a cliff. pic.twitter.com/2iU3aa4iA6 — Spencer Hakimian (@SpencerHakimian) August 7, 2025
by Fidler_2K https://www.cnbc.com/2025/05/06/trump-tariffs-hit-us-exports-import-covid-level-event.html The Port of Portland, Oregon, tops the list with a 51% decrease in exports, while the Port of Tacoma, Washington, a large agricultural export port, has seen a 28% decrease. Tacoma’s top destinations for corn, soybeans and other ag exports include Japan, China and South Korea. The trade data shows declines of …
Tesla's Net Income fell 71% over the past year to $409 million. This was the first sub-$1 billion quarter for Tesla's bottom line in 4 years. $TSLAhttps://t.co/l5IYmkeySJ pic.twitter.com/ecd8oAiHYk — Charlie Bilello (@charliebilello) April 22, 2025 BREAKING: Elon Musk announces he’ll be stepping back from DOGE starting in May. “Next month I will start allocating more …
by confoundedinterest17 We are now seeing the aftermath of Biden’s failed, top-down, Soviet-style economic policies (or follicies). And it is grim. Bidenomics is now fully exposed like The Fully Month. Except this is The Full Joe! The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -1.5 …
Existing-home sales rose 2.2% in December to a seasonally adjusted annual rate of 4.24 million, the strongest pace since February 2024 (4.38 million). Sales grew 9.3% from one year ago, the largest year-over-year gain since June 2021 (+23.0%). The median existing-home sales price progressed 6.0% from December 2023 to $404,400, the 18th consecutive month of …
by Michael 2025 has been quite a chaotic year already. On New Year’s Eve lightning struck four of the most iconic buildings in our entire country, on New Year’s Day we had terror attacks in New Orleans and Las Vegas, Justin Trudeau stepped down just a few days later, and now we are in the midst of the …
Amid a search for the cause of the crisis, energy firm Southern California Edison admitted its grid short-circuited just after 10pm on Tuesday when a tower went down – the same time the Hurst Fire erupted. As investigators continue to search for the cause of the Los Angeles fires, new evidence potentially points to downed …
I can do this ALL DAY in CPG. The consumer is dead pic.twitter.com/5vRBTU6sKF — USA Divides by 32 (@sabregold19991) January 8, 2025 Consumer revolving credit in the US just fell off of a cliff. The last 6-month drop is even larger than the drop seen in 2008, 2nd largest behind 2020. What is happening here? …
Investors lose faith in China’s recovery; $18 trillion in wealth destroyed. China iPhone shipments fell by 47% y/y. 🚨INVESTORS LOST FAITH IN CHINA'S ECONOMIC RECOVERY🚨 China's 10-year government bond yield fell below 1.6% for the FIRST TIME EVER. CSI 300 index FELL for the 3rd STRAIGHT day in the worst start to a year in …
