A hub for independent voices and hard truths
The U.S. trade deficit in goods widened 22.1% to $103.6 billion in July from $84.9 billion, according to the Commerce Department’s advance estimate released Friday. The deficit was much wider than expected. Economists expected the deficit to widen to $87.7 …
Before you get too bullish, be aware that $SPX is facing liquidity headwinds pic.twitter.com/YOnBnVeBRU — Cam Hui, CFA (@HumbleStudent) May 4, 2025 Keeping a close eye on volatility on Monday. Both $VIX futures and 3 month VIX futures broke the …
Fed allowed M2 to grow yet again in Mar, setting new record of nearly $21.8 trillion, or ~$3 trillion above the pre-pandemic trend; we aren’t getting back to normal, and the Trump admin will be getting ZERO help from Powell …
The labor market is not secularly tight, robust, or whatever useless terms are thrown around on here. The headwinds continue to mount against labor. Fed policy impact having a lagged impact time on Sunbelt vs other West Coast states, but …
Supply-driven rising oil price could potentially cause headwinds for S&P 500 pic.twitter.com/ghrmjBFAta — Win Smart, CFA (@WinfieldSmart) April 23, 2024 Twitter is the most bullish on the economy in more than 4 years pic.twitter.com/Ypo3Z8CAQv — Win Smart, CFA (@WinfieldSmart) April …
Just in: Average monthly payment for new vehicles financed hit an all-time high of $738 in August. (via Edmunds) — Car Dealership Guy (@GuyDealership) September 11, 2023 This kind of business failure happens when things are collapsing. They may have …