A hub for independent voices and hard truths
The madness of the market never ceases to amaze. Seven billion dollars flooding into tech funds in a single week? That’s not smart investing—it’s sheer desperation, a frenzied herd chasing gains long after the easy money has been made. We’ve …
by Mike Shedlock Gold does not believe the Fed has things under control and neither do I. Image from Trading Economics, Annotations by Mish. Gold Hits Record High on Safe-Haven Demand Amid Tariff Threats Reuters reports Gold hits record high on …
by confoundedinterest17 Because they’re young. Bonds that is. Longer term bonds and notes are preferred by primary dealers over short-term Treasury bills. The US Treasury yield curve 10Y-2Y is finally positive after years of being negative. And the all important …
This is arguably one of the most critical macro developments unfolding today. Even when adjusted for inflation, the 30-year yield has reached its highest level in 15 years. The US cannot sustain this for long, in my opinion. It will need either higher …
January 14, 2025. The report shows that the prices for final demand goods increased by 0.6% in December, which was in line with expectations. The 9.7% jump in gasoline prices significantly contributed to this overall increase. Here’s a detailed breakdown …
In a historic economic milestone, China has officially recorded a trade surplus amounting to an unprecedented $1 trillion. This achievement marks a new era in global trade dynamics, showcasing China’s significant influence on the world stage. The record-setting surplus underscores …
Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the recent moves in the energy market and how Trump’s policies would impact the price of crude oil.
UK. Pound collapses. Bond yields soar. No one resigns. Britain's Bond Turmoil Invokes Memory of 1976 Debt Crisis.https://t.co/VUYnXhYiNB pic.twitter.com/eVCX6gaoXq — Daniel Lacalle (@dlacalle_IA) January 9, 2025 Britain’s Bond Turmoil Invokes Memory of 1976 Debt Crisis Soaring yields prompt some comparisons …
BREAKING: #Bitcoin plummets under $100K and loses over $103 billion in market valuation within hours. pic.twitter.com/jcpQiNuCD9 — Jacob King (@JacobKinge) January 7, 2025 BTC sells off, and Tether can’t hold its $1 peg. The faithful will say it’s no big …
The Japanese 10-yr JGB traded this morning at 1.14% – the highest yield since July 2011. This should keep rising along with the US treasury 10-yr – which will likely breach 5% in the coming weeks. The Japanese 10-yr JGB …
Bellwethers. Large weekly topping formations depicted. pic.twitter.com/SkI4SUEnJj — The Great Martis (@great_martis) January 1, 2025 Santa Rally option skew through yesterday's close is the highest in history. As the algos maintain the illusion through year end. pic.twitter.com/hDWqahSbXe — Mac10 (@SuburbanDrone) …
BlackRock, State Street & Vanguard are the biggest shareholders in UnitedHealth. Private Equity giants are the main reason healthcare is a commodity & not a right. They’re also why you’ll most likely never own a home & build wealth. Ending …
https://twitter.com/JustinWx/status/1872728337799626871 Next Friday: Very high pressure develops in the Arctic (1053 mb) This sets the stage for a major Arctic blast into Jan 6-10 period across Eastern Lower 48. pic.twitter.com/SDp2q3zFS4 — Ryan Maue (@RyanMaue) December 27, 2024
Option skew has only hit 180 once in history. That was today. The next highest level was 174 in early December. Eight out of the top ten skew readings in history are now in December. Every reading above 170 is …
Checking in on crypto … pic.twitter.com/8mgHaUHMdH — Markets & Mayhem (@Mayhem4Markets) December 26, 2024 The cryptocurrency market faced a sharp sell-off this morning, rattling investors as major assets like Polkadot (DOT) and Chainlink (LINK) suffered notable declines. This heightened volatility …
⚠️US HOUSEHOLDS STOCK ALLOCATION HIT A NEW RECORD⚠️ Americans' exposure to stocks as a % of financial assets rose to a record 43.4% in Q3 2024. The percentage has DOUBLED over the last 15 years. It has now surpassed the …
The MEDIAN duration of unemployment is 10.5 weeks. It was Dec 2008 by the time this series hit such lofty levels, 1 full year after the recession had begun, which took @nberpubs a record 366 days to backdate By then, …
A powerful 7.4 magnitude earthquake struck Port-Vila, Vanuatu, at a depth of 10 km, sparking concerns about aftershocks and triggering a tsunami warning. Local authorities are assessing the damage, including reports that the U.S. Embassy sustained damage. Residents are urged …
The global consumer is in secular decline (with an average 10:1 spending, saving, consuming capability over low-income nation consumers) …and the global low-income nation producers will have fewer and fewer customers of means to purchase their products. Few will acknowledge …
So why are we at all time highs? pic.twitter.com/wxMt4agzwH — JettBlast (@JettBlast00) December 15, 2024 🚨BUY-EVERYTHING ON LEVERAGE MANIA IS A WARNING🚨 Leveraged ETFs volume on US single-stocks hit $84 BILLION last week, the most on record. This value has …
BREAKING: Total US public debt hits a record $36.17 TRILLION, up $1 trillion over the last 105 days. US federal debt has risen by an average of $9.5 billion per day over the last 105 days. At the current pace, …
by confoundedinterest17 CMBS delinquencies are on the rise. The delinquency rate for commercial mortgage-backed securities (CMBS) tied to office properties reached 10.4 percent in November 2024, approaching the 10.7 percent peak reached during the 2008 financial crisis. The ascent is …
$VIX Lava build up . Eyes on 23 it goes and she blows. pic.twitter.com/ezjlIzk9qS — The Great Martis (@great_martis) October 10, 2024 VIX at S&P 500 all time high: pic.twitter.com/KvsULR4SY8 — Mac10 (@SuburbanDrone) October 9, 2024 GoOgleMicrosoft Both below the …
It’s a joke. The US took in less than $4.5T in income in 2023, yet serviced $33T in debt. The US debt was $5.6T 24 years ago (2000), but revenue was $2.025T. Interest payments were $660B in 2023 and $220B …
Samsung Electronics, the world's top maker of smartphones, TVs and memory chips, is cutting up to 30% of its overseas staff at some divisions, three sources with direct knowledge of the matter told @Reuters. Read more https://t.co/U07j1AM2pe pic.twitter.com/imSKS6qwyq — Reuters …
Daily $VIX options just hit the highest level since 2018 Volmageddon and yet the house of cards is still standing Do you know what this means? That when things will be “serious” for real $VIX will fly The theoretical $VIX …
"Recession Triggered" The Everything Bubble pops as jobs collapse and the dreaded Sahm Rule triggers. Japan's implosion is icing on the cake. Morgan and Citi are now predicting a full point of rate cuts in the next 2 meetings — …
Governor Hairdoo. Gavin Newsom's greatest hits.pic.twitter.com/03YDfXWXxM — Citizen Free Press (@CitizenFreePres) May 7, 2024
by Chris Black The easiest solution to dealing with the loneliness and soul-crushing alienation caused by modern utopian society is to die of a fentanyl overdose. Dying from a drug overdose is a… Continue reading by subscribing. Username Password Remember …
