Independent thinking for complex markets and current events
Gas prices in the US have moved up to $3.72/gallon, their highest level since October 2023. The 27% spike over the last month ($2.93/gallon to $3.72/gallon) is the biggest we've seen in the past 30 years. pic.twitter.com/C3HrTiRnH5 — Charlie Bilello (@charliebilello) March 16, 2026
INSIDERS ARE RUNNING FOR THE EXIT: Look at this data. – Diamondback Energy: $1.13 BILLION sold – Peter Thiel dumped $289 million in Palantir – VRT former officer: $263 million sold – BW Group: $210 million in DHT – Silver Point Capital: $155 million in GPOR – IBP CEO + Chairman: $255 million combined – …
The world is facing a massive surge in prices, and the latest developments suggest that inflation is entering a far more dangerous phase than most people realize. Venezuela’s inflation exploded to 475 percent in 2025, the highest in the world last year. Food costs soared 532 percent, rent jumped 340 percent, and healthcare expenses skyrocketed …
U.S. Dollar Index DXY jumps to highest level since January byu/RobertBartus inEconomyCharts
Nearly half of Americans in a new WalletHub survey said their household can’t manage more debt, while more than one-third said they expect to have higher balances by the end of 2026. Fifty-three percent of households said the struggle the most with credit card debt, followed by mortgages at 20% and student loans with 11%. …
🚨 WARNING: THE SYSTEM IS COLLAPSING IN REAL TIME!! Pending Home Sales just fell to the LOWEST LEVEL ever recorded. That means demand for homes is now weaker than it was in 2008. And if you think housing has no impact on other markets YOU ARE WRONG! Housing is one of the… pic.twitter.com/o8fMhr6m0d — Wimar.X …
Not what you want to see if you're a bull$SPY l $QQQ pic.twitter.com/7bsAVheUq0 — Tradable Astronaut (@TradableAstro) February 17, 2026 Wow. pic.twitter.com/Bw2KyivVlE — Markets & Mayhem (@Mayhem4Markets) February 18, 2026 🚨 THE WORLD HAS NEVER BEEN THIS UNCERTAIN!!! Global uncertainty just reached the HIGHEST level in history. The World Uncertainty Index (WUI) has now surpassed …
".. lenders have stopped pretending .. .. The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000." 👇🏼 pic.twitter.com/d3N92Hr4YR — Kalani o Māui (@MauiBoyMacro) February 17, 2026 Lenders to commercial real-estate owners are reaching the breaking point, calling in tens of billions …
The trend is real, historic, and growing. The number of Americans holding two full-time jobs reached 476,000, marking the second-highest level on record. The figure trails only December 2025’s all-time peak of 488,000. The trend represents a dramatic shift in the U.S. labor market, according to data shared by The Kobeissi Letter. Dual full-time employment …
9 large companies filed for bankruptcy in the US last week. This brings the 3-week average to 6, the highest rate since the 2020 pandemic byu/RobertBartus inEconomyCharts Mega bankruptcies becoming more common among large firms There’s an ongoing surge in mega bankruptcies (large companies with significant assets) across the U.S., driven by rising interest rates, …
by Michael Look out below, because the dam is beginning to break. Many of us were projecting that our economic problems would accelerate during the early portion of 2026, and that is precisely what has taken place. Employers are conducting brutal layoffs all over the nation, the number of job openings continues to decline, stores and restaurants …
10Y moving higher in hot patch of economic data this morning pic.twitter.com/aaJ7AJh615 — Don Johnson (@DonMiami3) February 2, 2026 US ISM Manufacturing PMI came in at 52.6% vs 48.5% expected. The US economy has entered the expansion phase. — Ted (@TedPillows) February 2, 2026 Do not confuse the increase in shipping rates as being bullish …
That’s because real life inflation isn’t 3%. It’s more like 8-12%. We can’t afford a government that’s 40% of GDP. If this continues, the middle class will be wiped out and a civil war won’t be far behind. https://t.co/G8mPgaMkOl — Porter Stansberry (@porterstansb) January 29, 2026 BREAKING: December PPI inflation comes in at 3.0%, above …
via confoundedinterest17 You got the silver? Lucky you! Silver ETF trading volume is exploding: Trading volume in the largest silver-backed ETF, $SLV, hit a record $40 billion on Monday. This marks the highest turnover among any other asset and is 15 TIMES its average daily volume. This also TRIPLES the previous peak seen in 2011. By comparison, …
US consumer savings are falling at an alarming pace: The US personal savings rate fell -0.2 percentage points in November 2025, to 3.5%, the lowest since October 2022. Excluding the March-October 2022 period, this is the lowest level since the 2008 Financial Crisis. This… pic.twitter.com/iru70ge4tp — The Kobeissi Letter (@KobeissiLetter) January 28, 2026 “Outside of …
US LONG TERM UNEMPLOYMENT HITS FOUR-YEAR HIGH – FT — First Squawk (@FirstSquawk) January 26, 2026 The unemployment rate climbed to its highest level in more than four years as the US labor market shows more signs of weakness heading into 2026. The national unemployment rate rose to 4.6% in November, according to Bureau of …
U.S. car loan applications are being rejected at the highest rate in more than a decade 🚨🚨 pic.twitter.com/eGVthWpyRJ — Barchart (@Barchart) January 25, 2026 Record missed car payments are fueling concerns about the health of subprime auto lenders, with recent high‑profile bankruptcies and elevated delinquencies suggesting systemic credit stress beyond just rejection rates. https://www.bloomberg.com/news/articles/2025-11-14/record-missed-car-payments-fuel-angst-over-subprime-auto-lenders
US layoffs have reached recessionary levels, with employers announcing 1.21 million job cuts in 2025, up 58% YoY—the highest since the 2020 crisis. — First Squawk (@FirstSquawk) January 22, 2026 Challenger report confirms: 1,206,374 layoffs in 2025 Up 58% from 2024 Highest annual total since 2020 https://www.cmegroup.com/education/events/econoday/2026/01/feed636507.html
Explain? pic.twitter.com/x5st7VH0SE — captive dreamer (@captive_dreamer) January 17, 2026 Factcheck: The chart matches a CBS News analysis of ICE data from Jan 20 to June 27, 2025, obtained via the Deportation Data Project. Texas led with 23.2% of arrests, countering claims of low ICE presence there.
Authored by Mike Shedlock via mishtalk, Is the glass half full? Challenger expresses some optimism based on December. The 2025 Challenger report headline is Highest Q4 Layoffs Since 2008; Lowest YTD Hiring Since 2010 U.S.-based employers announced 35,553 job cuts in December, down 50% from the 71,321 job cuts announced in November. It is down 8% …
They are dumping to every country. Retaliation will occur. — duane2020 (@duane2020a) January 14, 2026
Every warning light is flashing red and Wall Street is still pretending this is just a vibes problem. “The last lender” before the Fed – is it starting to approach critical levels?🛑 JPMorgan’s LCR in Q4 2025 stood at 115%… the lowest level since 2019. And this is after the bank reduced its repo book …
Japan's 10-Year Treasury Yield jumps to highest level in more than 27 years byu/RobertBartus inEconomyCharts Japan will dump US bonds. h/t RobertBartus
This is the quiet global problem nobody wants to stare at. Young people are doing everything they were told to do and still getting shut out. When youth unemployment sits this high across totally different countries, it stops being local policy failure and starts looking structural. Idle young workers do not just wait patiently, they …
If the BOJ missteps even a little, yields move fast and nothing stays local anymore. This is one of those quiet moments that only feels boring until it isn’t. Japan's🇯🇵 bond market is displaying consolidating flag patterns across the board , poised to react sharply if the BOJ makes any major policy error. We await. …
U.S. Economy: Labor Market Takes a Walk 🚶♂️ • U-3: 4.6% 📈• U-6: 8.7% ⚠️• Retail sales: flat (real spending negative w/inflation) 🛒 • Rates 📉 — labor still 📉 •Gold & Silver 📈How to position your portfolio as growth slows. The latest 👇https://t.co/Gnenu1VSZt pic.twitter.com/4fPSfnOAFn — The Coastal Journal (@1CoastalJournal) December 16, 2025 The US …
The world is about to pump massive liquidity into the system: – The US pauses QT, runs record deficits, and is considering $2,000 stimulus checks – China is running the largest deficit in its history – Japan is preparing a $110 billion stimulus package – The EU is planning to spend ~$1 trillion on military …
Ladies and Gentlemens, the Shiller PE just hit its highest level in 25 years. The second most overvalued market in history. Back then rates were rising; now we're cutting. LOL Guess what happens next. pic.twitter.com/4LyzObR7Ca — The Great Martis (@great_martis) December 10, 2025 Just In: The Federal Reserve cuts interest rates 25bps (as expected) to …
pic.twitter.com/CwJY4atEwA — Carl Quintanilla (@carlquintanilla) December 9, 2025 Under Biden, the U.S. experienced a year‑over‑year spike in inflation that reached around 9.1% in June 2022, the highest 12‑month increase in over four decades. https://www.factcheck.org/2025/10/bidens-final-numbers/ Many of the inflation readings during 2021–2022 were, indeed, the steepest since the early 1980s. https://www.politifact.com/factchecks/2022/apr/22/mike-gallagher/yes-inflation-40-year-high-and-rates-have-been-cli/
Google Searches for Dollar "Debasement" soared this quarter to the highest level in history 🚨🚨🚨 pic.twitter.com/qJJFqd5b5h — Barchart (@Barchart) December 6, 2025 Gold has replaced bonds as a hedge against equities. The negative correlation between bonds and equities has broken, they now move together. If you're looking to hedge both equity and geopolitical risk, gold …