Independent thinking for complex markets and current events
A recession will hit by the spring, and the S&P 500 will crash by 25% or more, David Rosenberg has said. — unusual_whales (@unusual_whales) September 20, 2023 The Fed was 12 months late to start hiking and now they've over tightened. Markets won't wait for the Fed to cut before selling off because there is …
The current economic landscape raises concerns about the potential for significant wealth destruction when Housing Bubble 2.0, fueled by the Federal Reserve’s policies, eventually implodes. Housing Bubble 2.0: Recent data indicates that the implosion of Housing Bubble 2.0 is gaining momentum, with U.S. housing starts falling by a substantial 11.3%. This decline underscores the vulnerability …
1) Airbnb blowup will lead to huge amounts hitting the market at once. Disregarding the decline in profits from these, NYC just banned short term rentals below 30 days, that’s 40k units hitting the market 2) What needs to happen for the fed to sell MBS? Better hope inflation has really died down 3) There’s …
by Chris Black An absolute banger of an essay by Dr. Ricardo Duchesne that hit home with me. Over the course of the mass banning following the 2020 election, I had come to the same conclusion of this essay: liberalism is generationally programmed into Whites as a people. As such, it is a suicide pact …
That's the week. We have now entered the pre-FOMC silent period. 96% probability of July rate hike. Peak earnings. Lowest liquidity period of the entire year. Nothing can go wrong now. pic.twitter.com/TEXdXB3q2w — Mac10 (@SuburbanDrone) July 14, 2023 Anyone who buys this chasmic gap between the wealthy and everyone else deserves what's coming. This impending …