Independent thinking for complex markets and current events
Three paths to restored oil flows after Hormuz opening. Best case: 4 months. Base case: 6 months Worst case: 12 months & structural break. You can reopen flows. You can’t restore time.#OilMarkets #Hormuz #EnergyCrisis #Geopolitics pic.twitter.com/LnsMNci8Hy — Art Berman (@aeberman12) April 22, 2026 Meanwhile: It's a deliberate takedown of global energy infrastructure. The real goal …
Are surging US bond inflows the death knell for stocks or just a bet on rate cuts? Looks like US bond flows are picking up pic.twitter.com/4z11lEnzMk — Ayesha Tariq, CFA (@AyeshaTariq) August 26, 2025 The Heavy Truck Index sinks below its cycle level, a signal that has preceded every major recession and stock market correction …
So basically the Fed is doing QE again. They are using the interest on reserves from their SOMA account to purchase treasuries at bond auctions. This is why the market is rising. The smart guys understand this. QE=higher stock prices. pic.twitter.com/k6eKdAwacD — QE Infinity (@StealthQE4) August 10, 2025 “The Federal Reserve just bought $43.6 billion …
Western Union $WU talked about it on their last earnings call:https://t.co/hUCMS2dajC — Eric Finnigan (@EricFinnigan) August 3, 2025 Immigrants are fleeing the US workforce in historic numbers. The ripple effects are stark. “This year the United States may experience a net outflow of immigrants for the first time in over 50 years … For the year …
SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 "sell" signals since 2011 = 2%;– BofA Global Breadth Rule: 64% of MSCI ACWI equity …
Source: https://t.co/P7adyN24PF — Jostein Hauge (@haugejostein) July 18, 2025
Bitcoin’s price is climbing again, but the foundation looks hollow. On July 15, it broke past $123,000 before pulling back to $117,500. That’s a 25% gain year-to-date and a 1,150% surge over five years. The headlines call it momentum. The charts show bullish indicators. But the underlying driver isn’t utility. It’s speculation. There’s no industrial …
Margin debt across brokerage accounts in the United States reached $920.96 billion in May 2025, according to FINRA’s latest verified data. That number reflects an 8.3% jump over April and places leverage at levels not seen since the final quarter of 2021. The notable shift isn’t just the size—it’s the composition. Debt exposure is spread …
Retail buying the dip with record flows into triple leveraged ETFs while Buffett dumps more stocks and builds a record cash pile… wonder who’s on the right side of the trade here? https://t.co/1Cd2Sl9eCP — Ross Hendricks (@Ross__Hendricks) May 3, 2025 This is the clue you need to discern where we are in the business cycle. …
by confoundedinterest17 Washington DC is loaded with good ol’ boys. Willing to cut deals with anyone for a slice of financial pie. Like “10% For The Big Guy” Joe Biden. Money flowing into Treasury funds hit its highest since 2017, by far. And with the massive expansion of The Fed’s balance sheet with a) the financial crisis …
It seems now the poorer you are the more free stuff you get. Cant afford your mortgage? Don’t worry, FHA will make your payment. College is now free under 200k, and they are trying to eliminate taxes under 150k. Success is no longer rewarded. You just carry the load https://t.co/ydrsdNc9JH — QE Infinity (@StealthQE4) March …
$300 BILLION FROM TAXPAYERS GOES TO NGOs EVERY YEAR. Nice work from @DataRepublican pic.twitter.com/3dLGg0oT2d — Citizen Free Press (@CitizenFreePres) March 3, 2025
by DesmondMilesDant The SPY ETF is currently trading at $461.99, up 1.79% on the day. The SPY has been in an uptrend recently, with the stock topping out at $495.00 just yesterday. Today’s market volume for the SPY is up significantly from recent levels, with 120B shares traded so far today compared to an average …
Many banks are kept afloat by borrowing from a special short term rescue fund at the Fed. To date over $ 100 billion has been borrowed to keep the banks solvent. The banks are sitting on a keg of financial dynamite with over $ 650 billion in unrealized losses on Treasury securities in addition to …
“Chinese stocks rebounded on Monday morning after Beijing unveiled a raft of measures meant to halt their nearly monthlong slide. But the rally proved to be short-lived as foreign investors used it as an opportunity to unload $1.1 billion of mainland Chinese equities, according to Bloomberg data. ” https://finance.yahoo.com/news/billions-dollars-flowing-chinese-markets-213851348.html
Massive hail flow at street in Seregno, Italy 🇮🇹 (21.07.2023) TELEGRAM JOIN 👉 https://t.co/9cTkji5aZq pic.twitter.com/edQSMn8TE4 — Disaster News (@Top_Disaster) July 21, 2023