Independent thinking for complex markets and current events
I've engaged with 100s of accounts replying to my SBR tweets in recent weeks, and I have simply been blown away by how many Bitcoiners I've needed to elucidate on the facts that: fiat sovereigns do not issue debt against collateral, that US govt holding gold or BTC does not make… — 𝐓𝐗𝐌𝐂 (@TXMCtrades) December …
Did you guys notice a lot of big corporations are merging? I think they are preparing for unified leadership as soon as the new financial system comes online. Which means a huge market crash is coming… Honda https://www.foxbusiness.com/economy/nissan-honda-announce-plans-consider-merger.amp Nordstrom https://apnews.com/article/nordstrom-liverpool-acquisition-private-e802942a18e1afd99dcd9857a946b7ce The Container Store https://people.com/the-container-store-files-for-bankruptcy-8765892 CVS https://www.goodhousekeeping.com/life/money/a62637352/cvs-store-closures/ h/t CopyNinja1987
Company make profit, stock goes down Company loses millions, stock goes up I still dont understand this one. h/t gorillaz0e
This isn’t bullish as many claim. What’s happening is there’s limited demand for credit/leverage in China. Yet, b/c banks are sitting on liquidity, they are piling into Chinese bonds, which is driving rates on these bonds lower. While some are saying this is QE, THEY ARE WRONG. https://t.co/rIH1RNoXkP — Gordon Johnson (@GordonJohnson19) December 17, 2024 …
Update on T-bills. Last week’s wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as dealer participation in it. We discuss the implications plus dig into the reason why collateral is so important to begin with, and also why we don’t know nearly enough about what’s …
https://twitter.com/MXAddict/status/1867588810462171277 Over 1,800 CEOs have resigned in 2024, making this the highest year of CEO exits on record #MacroEdge — MacroEdge (@MacroEdgeRes) December 13, 2024
Elon Musk’s DOGE Dept. to Start Downsizing Government: 14,000 Federal Employees Accessed Americans’ Private Financial Data Over 3 Mill Times to Target Trump Supporters A new report by the House Judiciary Committee exposed how more than 14,000 federal employees accesses the private financial data for Americans over 3,000,000 times. The Committee and Select Subcommittee launched …
Federal law enforcement has been manipulating the Suspicious Activity Report (SAR) system to gain access to Americans’ financial information without warrants or probable cause , the House Judiciary Committee said Friday. The panel and its Subcommittee on the Weaponization of the Federal Government released its interim report, first obtained by Fox News Digital, which details …
Several critical financial measures continue to drop, reaching rather obscene comparisons. At first, that doesn’t seem to make any sense; how would today be seen as similar to February 2009, for example. However difficult the economy is now, it certainly isn’t that bad. What these measures are indicating go beyond specific moments, instead providing clues …
Trump will preside over the largest financial reset in American history. — -/EyeOfTheStorm- (@JAThornton2022) November 15, 2024 Turns out shelter cost inflation has consequences https://t.co/6S80BJUzxC — Darth Powell (@VladTheInflator) November 16, 2024 🚨 BREAKING NEWS 🚨 THE FED JUST MADE A MASSIVE MISTAKE… AFTER AGGRESSIVE RATE CUTS INFLATION IS BACK ON THE RISE AND CORE …
Imagine how much higher interest expense pushes debt if the Fed can't keep long term interest rates at current yields or lower. pic.twitter.com/sIT53e4n5e — David Sommers (@dgsommersmkts) November 5, 2024 I have seen more than my fair share of financial crises during my time in the U.S. government. I was the assistant secretary of the …
Sell house now or hold and wait to see if market improves We bought our house 2 years ago and our monthly payment was 4,500 (3,600 mortgage 900 escrow) a year later our monthly payment is 5,200 (3,600 mortgage 1,600 escrow). We had no idea we would see that kind of increase so quickly. We …
Despite war in Europe, renewed instability in the Middle East, worsening trade relations and growing fiscal demands on governments (for defense, the energy transition and aging populations), investors are pricing in further interest-rate cuts and ambitious asset valuations. In fact, they seem decidedly optimistic — often a precursor of surging financial stress. https://archive.is/mCkZu h/t mark000
Legendary financial and geopolitical cycle analyst Martin Armstrong says we are getting down to the wire with the 2024 Election, and the Deep State Dems are in panic mode. Could we have a false flag, martial law, debt crisis, default, war or all of the above? Armstrong says, “They want war. There is no question …
Gold’s warning signals are clear: a recession is imminent, regardless of the election outcome. With the unemployment chart showing concerning trends and the gold-to-silver ratio suggesting a pivotal moment for precious metals. Gold warned the cattle in 2007 and now it warns once again . Pay attention . pic.twitter.com/VhBnbkKIUv — The Great Martis (@great_martis) October …
⚠️US FOOD INFLATION IS BACK⚠️ Food prices rose by 0.4% in Sep, the biggest jump since February 2023. 5 out of the 6 major grocery store food group prices increased with eggs jumping as much as 8.4%. Over the last 4 years, food prices SKYROCKETED 22.5%👇https://t.co/OAcZin2MlG — Global Markets Investor (@GlobalMktObserv) October 15, 2024 Rising …
Here’s a question worth pondering: If forced to choose between a return to high inflation and a stagnating economy, which would central banks choose? We all know the answer – so the real question becomes, just how close is the Fed to embracing permanently high inflation? From Peter Reagan, at Birch Gold Group Your News to …
Our banking system seems fantastic if you’re living in a middle-class bubble. We get a safe place to store our money with instant access whenever needed. We also get paid in interest for safely storing our cash. But these systems don’t work for everyone. Millions of the unbanked poor know that the system won’t help …
With savings rates at near-record lows, you have the perfect storm. ⛈️ https://t.co/3h3h5vXzaP pic.twitter.com/ng2y457iqa — The Great Martis (@great_martis) October 8, 2024 They’ve maxed out their balances. There’s no more pretend money to spend. Credit Card Spending Tanked in August; The American Consumer Tapped Out? How close are Americans to hitting their credit card limits? …
by Peter St. Onge In the wake of the 2008 Financial Crisis, former chief economist of the IMF Simon Johnson warned that the same dysfunctional policies he saw in his basketcase banana republics had taken hold in the United States. Johnson warned that if America didn’t act fast, we would plunge into a “Quiet Coup” …
4/ The financial pressure on consumers is evident in the increasing number of defaults Consumer defaults is now climbing at the fastest pace since 2007 While still below 2007 peaks, if current trends persist, we could hit 2008 levels H1 2025 pic.twitter.com/K1j77j1n8L — Bravos Research (@bravosresearch) September 24, 2024 ShopperTrak same-store retail traffic is a …
https://twitter.com/MichaelAArouet/status/1838562618333622321 https://twitter.com/MichaelAArouet/status/1838560623598195032
The SEC accidentally published internal commentary along with a speech by Chair Gary Gensler, which included a recommendation to reassure markets that there was no “imminent crisis”. This internal comment was quickly deleted from the SEC’s website, but not before it was archived. The speech by Mr. Gensler addressed financial crises, bank restructurings, and the …
Wall Street is alarmed??? Please… Main Street is figuring out our financial markets are a casino where regulators, Congress, big banks etc do what they want. And get very rich doing it. This is not even close to a fair fight and if you think politicians on either side of… pic.twitter.com/Rjqw4d8HSr — kristen shaughnessy (@kshaughnessy2) …
The auditor of $NVDA – just saying… https://t.co/df6mWbwhIo — JustDario 🏊♂️ (@DarioCpx) September 12, 2024 #JustDarioDaily ⚠️ HOW LONG WILL THIS BUBBLE LAST? IT LOOKS LIKE TILL Q1-2025 ⚠️#stocks #markets #macro Article 👇🏻https://t.co/yAssFB2T3L — JustDario 🏊♂️ (@DarioCpx) September 12, 2024 At least he’s consistent. Look what happened when he bought Conoco in 2008 because he …
