Independent thinking for complex markets and current events
via Jesse Felder Brij Khurana writes that corporate profits, “have been inflated by massive government deficits, ambitious business investment, and debt-funded shareholder returns. If fiscal stimulus subsides and household savings rates rise—whether because of AI or any other reason—the Kalecki-Levy equation suggests the bubble that has sustained U.S. corporate profits since 2008 might burst.” STAT In …
lol we are forecasting 5 years from now 😭 pic.twitter.com/GY8M93DtRi — TT3 (@TradingThomas3) October 15, 2025 JP Morgan’s chief strategist David Kelly is now “urging investors to diversify away from U.S. assets before “going broke slowly” turns fast.” 👀 👀 pic.twitter.com/E7xQt8TCnh — QE Infinity (@StealthQE4) October 15, 2025 J.P. Morgan’s David Kelly warned this week …
I thought we were in the clear but woke up this morning and saw the new projected paths… Get water and toilet paper Texans… Before it’s all gone… Anything 3 or smaller we will ride out… Heading for the hills if it gets bigger… Here are the current models… Looks like it may pull a …
Canadian banks are anticipating a jaw-dropping 60% hike in monthly mortgage payments for those with variable rates is nothing short of a financial catastrophe waiting to happen. With housing costs already soaring, this sudden and substantial increase in mortgage payments is a recipe for disaster, putting countless Canadian families at risk of losing their homes. …