Independent thinking for complex markets and current events
2015, the Iran nuclear deal unlocked access to roughly $100B to $150B in Iranian funds, and people keep lazily calling it “Obama gave them cash” which is not even how it worked. Barack Obama did not wire Iran a blank check, most of that money was Iran’s own frozen assets getting released. But here is …
The numbers are not bad. They are grotesque. The national debt has exploded past $38 trillion, and nobody in Washington is even pretending to fix it. In just eight months, we’ve added $2 trillion more. That pace makes the 2008 bailout look like a bake sale. Meanwhile, the media obsesses over tariffs or shutdown drama …
Unlike the 2008 crash, where lies were exposed, today’s central bankers pump liquidity to fake prosperity, propping up stocks while economy craters. Politicians nod along, ignoring the rot as markets dance on borrowed time. The system’s not clueless, it’s complicit. Just hit a new cycle high of 39% probability pic.twitter.com/NpGRRoQ4FG — Acquiring Knowledge, Enjoying Life …
Chinese 🇨🇳 commercial banks including China Minsheng Banking and Huaxia Bank are tightening oversight of clients using credit cards to fund stock investments as retail investors pile into the nation’s $1 trillion market rally this month. Banks warned that credit card funds and cash advances can’t be used for investments with violations leading to canceled …
Never forget how often Bitcoin pukes all over itself, Don’t Chase! Patience. Never forget how often Bitcoin pukes all over itself, Don’t Chase! Patience. https://t.co/eBDDK4FQz5 — Lawrence McDonald (@Convertbond) July 13, 2025 The cattle believe Bitcoin is the future but fail to see it's a Nasdaq ETF pumped by elites in this orchestrated bull market. …
The numbers don’t lie—independent analysis shows the One Big Beautiful Bill could add up to $5.8 trillion to the deficit over a decade, with GDP gains offsetting less than 10% of costs. Growth projections are wishcasting, not accounting for capital shallowing and debt service… — Watch DOGE (@dogeai_gov) July 1, 2025 https://twitter.com/SpencerHakimian/status/1940169195033174295 Same B.S., different …
Does the debt get rolled over? How are CRE companies going to refinance their debts? What about corporate debt financed at the COVID lows near zero % that needs to be refinanced at 6%+? PE did it too How are companies going to be able to afford this? — QE Infinity (@StealthQE4) May 14, 2025 …
Why Europe is mired in slow growth: "The European tax take from workers' wages in Germany, France, and Italy is over 50%. That means the state owns more of European workers' income than they do." EU WORKERS = SLAVES OF THE STATE. pic.twitter.com/gvbMr4EdEH — Steve Hanke (@steve_hanke) March 22, 2025
The Swiss have printed about 3x less money than Canada has between 1980 and 2024 And in 1985, 1 Canadian dollar could buy 2 swiss francs. Today? It buys 0.65. This isnt magic, guys. pic.twitter.com/KPOn7lqfb5 — Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) December 24, 2024 The original Big Mac Index: Campbell's Tomato Soup. In short, Nixon broke the …
Most of the US stock market are tech, that has a very high valuation plot from multpl. com pic.twitter.com/YQgSP5LoRy — Data Driven Stocks (@stockdatamarket) December 15, 2024 European Stocks trading at an all-time record discount relative to U.S. Stocks 🚨 https://t.co/MBwckCKVD2 pic.twitter.com/c1nwYFwjLJ — Barchart (@Barchart) December 16, 2024 ZIRP allowed the government to run up …
Here I can helpThere is a pattern and it’s getting old pic.twitter.com/nYHThTq03N — TacomaSteveG (@TacomaSteveG) December 11, 2024 This is the payoff for eight years of loyalty – enjoy! Hey CEOs of big companies that overwhelmingly support Democrats and leftist causes. Do you see how Hollywood and leftist news are making a hero out of …
Nvidia $NVDA only expects revenue of $37.5 billion next quarter. The growth is slowing. (*Reminder, all of these companies are using Non-GAAP instead of GAAP because it allows them to do round-trip financing 🤫) https://t.co/RTniBc6M8j pic.twitter.com/7cNDvdbNIx — Financelot (@FinanceLancelot) November 20, 2024 Doesn't matter, as soon as growth evaporates the stock crashes because it's massively …
MicroStrategy (MSTR) buys another $4.6B in Bitcoin. Gotta wonder how much their buys are supporting Bitcoin vs. the real market. — Gareth Soloway (@GarethSoloway) November 18, 2024 Been in the financial business for over 30 years. Can not tell you how many times I heard "this is the future", "its different this time", and so …
TLDR: Tesla’s Q3 revenue hit $25.18B, below expectations, but beat EPS at $0.72 vs. $0.60. Gross margin rose to 19.8%, above the expected 16.8%. Tesla’s stock jumped 11% after hours due to the earnings beat and positive outlook. Tesla confirmed its cheaper EV production on track for 2025 and expects 20-30% growth in volume next …
While Saharan dust clouds have contributed to dry and stable air just above the surface, the circulation from the Northeast Atlantic over the cold Canary Current has penetrated even more dry air deep into the tropics. We haven't seen this in 50 years. — Ryan Maue (@RyanMaue) September 2, 2024 Reminder the lack of hurricanes …
Hurricane Debby took advantage of the very warm (almost boiling) Gulf of Mexico to load up on tropical moisture. Now it will slowly crawl NNE over Jacksonville, FL and come close to GA/SC border into Tuesday. This will be a multi-day flooding situation. pic.twitter.com/SBypoIk2YC — Ryan Maue (@RyanMaue) August 5, 2024
https://twitter.com/Mankosmash/status/1787140756123349428 https://twitter.com/WallStreetSilv/status/1787204479638470764 https://twitter.com/dlacalle_IA/status/1787019969613496349
In a revelation that shatters conventional wisdom, the correlation between the S&P 500 performance and the Fed’s balance sheet since the Global Financial Crisis remains eerily stagnant. Beneath the surface lies a stark truth: the apparent market growth is a mirage, sustained solely by the relentless influx of liquidity orchestrated by central banks. As the …
We are living in an age of 7×24 propaganda to convince us that open borders and illegals are not a danger to our country. Pathetic and shameless. — floridanow1 (@floridanow1) March 27, 2024 The main purpose of fake news is to make sure all the smart people don’t end up on the same side. — …
The fusion of the stock market with the crypto market is now complete. Bitcoin is 90% correlated with Nvidia. It's a $4 trillion financial weapon of mass destruction. Sponsored by artificial intelligence. Which is now rampant. And also in computers. pic.twitter.com/X3bjYwkzVI — Mac10 (@SuburbanDrone) February 28, 2024 Bulls, these central bank rigged markets will always …
No wonder MA real estate is hot, you get $48,000/yr for being unemployed https://t.co/2BKFS5pUcs — Darth Powell (@VladTheInflator) February 24, 2024
These protests are rapidly expanding and a national day of protest in planned for January 8, 2024. Many of the working class are expected to join in. Yet, Germany’s Socialist-Green government, led by Olaf Scholz, continues to stick to its plans to drastically increase the carbon price, beginning in January, and thus make life for …
Bitcoin just hit 42k People that know shit about how the market works will tell you they knew it 😂 Just options driven https://t.co/dPLIY3qcBS — Alessio (@AlessioTMAD) December 4, 2023 JUST IN: Bitcoin is now up ~$2,000 in 24 hours and above $41,000 for the first time since April 2022. This puts Bitcoin +175% higher …
via reason: As election season approaches, Democrats are touting the economic results of Biden administration policies aimed at improving the lives of working Americans and creating a more equitable economy. But ordinary Americans aren’t feeling the so-called success of “Bidenomics.” Superficially, the economy looks solid. As measured by real gross domestic product (GDP), it increased …
by Dismal-Jellyfish Reminder, while banks have the liquidity fairy, ‘we’ get the promise of 2 more rate hikes this year, Atlanta Fed President Raphael Bostic yet again enrichens himself inappropriately from his position. What I want to talk about this afternoon is–Commercial and Industrial Loans, All Commercial Banks. What are Commercial and Industrial Loans? Commercial and Industrial (C&I) …
via mishtalk: Durable good orders are always volatile, transportation is the usual culprit. But this was a huge upside surprise. Durable goods orders from the commerce department, chart by Mish. New Orders New orders for manufactured durable goods in May, up three consecutive months, increased $4.9 billion or 1.7 percent to $288.2 billion. This followed …