Independent thinking for complex markets and current events
Landlords are reporting a huge surge in apartment applications. Especially in luxury apartment communities with strong absorption and higher occupancy rates. This comes after 2+ years of rental rate cuts in the U.S., where developers who overbuilt were forced to reduce rents in markets like Nashville, Austin, Phoenix, and Las Vegas. Now, the rent could …
Bitcoin The cattle is excited over a 3% rise and will likely get more excited with a further 5% increase. Little do they know an 80% drop awaits them. Hope this helps. pic.twitter.com/PjcWJL0Yoa — The Great Martis (@great_martis) July 9, 2025 Microstrategy $MSTR is in for a wild ride. https://t.co/aOmYIOWpdn pic.twitter.com/iCqTh36gZo — Financelot (@FinanceLancelot) July …
Tariffs are currently generating over $300bn in revenue, an increase from closer to $80bn a year ago pic.twitter.com/THwYPvlcPJ — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 2, 2025
This is the largest debt ceiling increase in U.S. history. So much for “fiscal responsibility.” https://t.co/V6z78X9ubQ — Republicans against Trump (@RpsAgainstTrump) June 28, 2025 Trump’s “big beautiful bill” is very unpopular pic.twitter.com/wsOkzWanjZ — Republicans against Trump (@RpsAgainstTrump) June 28, 2025 Taiwan Investors are selling U.S. Bonds at the fastest pace since the onset of Covid …
Boeing is currently trying to stabilize production at 38 per month, where it was capped by the U.S. Federal Aviation Administration in 2024 after a midair accident put the planemaker’s safety and production quality program under new scrutiny. After the FAA approves Boeing increasing output to 42 a month, “we do have subsequent rate increases …
Any chance this could still be valid? pic.twitter.com/RfsL17Fvm3 — Guilherme Tavares (@i3_invest) May 27, 2025 AI super stock Nvidia reports earnings tomorrow which will set the tone for the entire Tech sector. Analysts are making all manner of predictions based upon linear extrapolation of the AI super bubble. The only thing they don't consider is …
Trump admits that tariffs will increase prices for American consumers: "Sometimes the country will eat it. Sometimes Walmart will be eat. And sometimes there will be something to pay. Something extra … they have to take out some of their profits." pic.twitter.com/uvRJU0iPWC — Aaron Rupar (@atrupar) May 23, 2025 For 10 months, China has been …
Lawmakers Rep. Debbie Dingell, D-Mich., Rep. Jan Schakowsky, D-Ill., and Rep. Blake Moore, R-Utah, fall asleep during an overnight hearing.
by confoundedinterest17 The April Jobs report blew away the tariff crash hysteria. 177k jobs were added, far better than the doomsayers predicted. Even better, more jobs went to native-born workers than foreign-born workers. Even better still, Federal jobs decreased (thanks to Doge). The US labor market under the Biden administration “grew” almost entirely on the back of …
Bankruptcy: House Republicans MASSIVELY Increase Military Spending Bill House Republicans have stepped up to Donald Trump's plate just weeks after Trump announced a trillion dollar military budget for the first time. Mike Johnson's House Republicans ADDED another $150 billion to… pic.twitter.com/LjtIbe1vWi — Ron Paul (@RonPaul) April 30, 2025
German Economy Ministry: Due to declining orders and US trade policy, a noticeable weakening in the industrial cycle is to be expected in the coming months — FinancialJuice (@financialjuice) April 14, 2025 United States President Donald Trump’s trade policies are raising the chances that the next financial crisis will occur “sooner than expected,” Germany’s incoming …
BARCLAYS JUST CUT ITS YEAR END TARGET FOR THE S&P 500 DOWN TO 5900 FROM 6600 pic.twitter.com/iUeRyNjouC — Evan (@StockMKTNewz) March 26, 2025 UBS trying everything to prevent its capital reserve requirement from increasing by up to $25 Billion "UBS Group AG executives have suggested that a permanent limit on the size of its investment …
Apple’s (AAPL) streaming platform is losing a reported $1 billion a year as the company faces stiff competition and a more choosy consumer. According to a report in the Information, Apple — which just shed around $700 billion as a result of Wall Street’s latest tech rout — has consistently spent over $5 billion annually …
Private credit default evolution according to Fitch: January: 5.0%February: 5.7% Nothing to see here folks pic.twitter.com/BiInWmLtWA — junkbondinvestor (@junkbondinvest) March 20, 2025
by David Haggith The Fed goosed the stock market today with another Powell put, but in a slightly slier manner. Fed Chair Jerome Powell, offered some pretty peculiar surprises at the Fed’s FOMC meeting today, but not in interest policy. While the Fed held steady on actual interest rate policy as everyone was certain it …
TORONTO (AP) — Ontario’s premier, the leader of Canada’s most populous province, announced that effective Monday it is charging 25% more for electricity to 1.5 million Americans in response to U.S. President Donald Trump’s trade war. Ontario provides electricity to Minnesota, New York and Michigan. “I will not hesitate to increase this charge. If the …
-President Donald Trump said the U.S. would impose tariffs on “external” agricultural products starting April 2. It’s his latest threat to impose trade barriers on imported goods. -The president also announced Monday that 25% tariffs on products from Canada and Mexico will begin Tuesday. -An additional 10% levy on China will also be imposed. Full …
DOGE was supposed to rein in spending, but when it comes time to act, it’s just more of the same. Trump inherited Biden’s mess, but if reckless spending continues, inflation won’t go away—it’ll get worse. You can’t spend your way out of a debt crisis. If Republicans don’t start making real cuts, they’ll own the …
Congratulations to my fellow Coca Cola owners on your raise. Cool 5.2% increase. Goes from $0.485 per share/per quarter to $0.51 per share/per quarter. This makes 63 consecutive years of KO paying a growing dividend. Consumer Staples have been struggling as of late. The latest KO earnings call combined with this dividend increase demonstrates Coca Cola’s …
Over the last 4 years, egg prices have increased 238%, the largest 4-year increase in history byu/IAmNotAnEconomist inFluentInFinance
$DECK bought HOKA in 2012 for ~$1.1M. A decade later, Deckers Brands have grown HOKA’s revenue from less than $3M to over $2.2B (LTM). That’s a ~700x increase. byu/IAmNotAnEconomist inFluentInFinance
by Mike Shedlock A group of 76 economists upped their inflation forecasts through 2027. Trump’s Return Nudges Economists’ Inflation Outlook Higher The Wall Street Journal reports Trump’s Return Nudges Economists’ Inflation Outlook Higher Economists are starting to model the effects of President-elect Donald Trump’s plans to raise tariffs, cut taxes and restrict immigration. The upshot: Inflation …
The owner of UnitedHealthcare reported record full-year revenue but lower profits for 2024, just weeks after the brazen killing of a top executive inflamed the national ire against insurance companies. Why it matters: It’s the first earnings report for UnitedHealth Group since Brian Thompson’s killing in early December sparked a national conversation about the U.S. health care industry’s profits and coverage denials. …
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 of the latest Producer Price Index (PPI) report for December 2024: Producer Price Index (PPI) …
by Mike Maharrey For the first December since 2019, gold-backed ETFs globally reported net inflows of gold. Asian funds drove the global increase in ETF gold holdings to close out 2024. On the year, ETF gold holdings dropped modestly by 6.8 tons, but assets under management (AUM) rose by 26 percent to a record high …
The Centers for Disease Control and Prevention is currently monitoring reports of a spike in human metapneumovirus (HMPV) in China, as the US sees an increase in such cases. The CDC said it was aware of increasing HMPV cases in northern China following reports from Beijing-run media confirming positivity rates have risen significantly among children …
by confoundedinterest17 The Biden/Harris economy is a disaster. After last month’s catastrophic JOLTS report, which was a disaster across the board, and which was meant to give the Fed a green light to cut rates more after Biden won the election (which he didn’t, but the Fed still had to cut even if Trump is …
Listen to the actual experts European nations Here is a concise list of European countries that have banned or rejected water fluoridation, with approximate dates: – **Austria** – Never adopted, noted in 1993. – **Belgium** – Banned in 2002. – **Denmark** – Banned in the late 1970s. – **Finland** – Stopped in 1992. – **Germany** …
A five percent increase in shelter costs isn’t a win—it’s a sign things are still getting worse, just at a slower pace. Housing prices continue to outpace wages and inflation, creating a larger problem for society. The rise may have slowed, but it’s still damaging, and the strain on people’s finances isn’t disappearing anytime soon. …
What do you mean we are not in a recession?#recession #gold pic.twitter.com/EncoUunkIR — Patrick Karim (@badcharts1) October 30, 2024 USA 🇺🇸 private sector #jobs growth negative, and even worse job losses in #manufacturing! 📉 🥶https://t.co/XnsimiGO3e pic.twitter.com/aNTB5BUkvc — Invariant Perspective (@InvariantPersp1) November 1, 2024 #BLS #JobsReport Youth #unemployment 📈😬https://t.co/RwISk4Ukk4 — Invariant Perspective (@InvariantPersp1) November 1, 2024 …