A hub for independent voices and hard truths
⚠️Liquidity conditions are DETERIORATING rapidly: The Excess Liquidity Leading Indicator has rolled over sharply and turned negative for the first time since 2021. This metric measures real money growth relative to economic growth, and historically has led the US stock …
Dot com finale territory locked in. 60 percent of 2027 data centers still not started. Gordon Johnson calls out warehouses full of unused GPUs at fake high margins. This euphoria is pure illusion. Record chase right before the rug. Biggest …
U.S. gasoline hits $4 per gallon, highest since 2022, as Iran war drives up fuel prices U.S. gasoline prices have surged above $4 per gallon for the first time in more than three years, as the oil supply shock triggered …
🚨BofA’s Indicator is screaming 'SELL' stocks: The BofA Bull & Bear Index hit 9.3 points and is now at one of the highest readings on record. Historically, with the indicator this high, the median “max drawdown” over the following 3 …
$SPX Alt | One more push. Marginal new high to 7025 to complete the structure — then it's over.$NDX already confirmed its top. $SPX and $DJI are next. Invalidation: 6760 pic.twitter.com/ye7AfySPNj — TRIGGER TRADES (@TriggerTrades) February 8, 2026 Expect more …
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 …
via WSB: Explanation: “The Hindenburg Omen is a combination of technical signals that together forecast the likelihood of a stock market crash. The technical inputs are the 10 Week Simple Moving Average, New 52 week highs on the NYSE, New …
via Phoenix Capital Research The single best predictor of future inflation is SCREAMING that another inflationary storm is coming. The Fed focuses on two inflation measures: the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE). There are two MAJOR …
” Be fearful when others are greedy, be greedy when others are fearful. ” The Buffett Indicator just hit 217%. That’s 69% above trend. Every time in history we’ve been this stretched… the crash came fast. pic.twitter.com/aKOddEybpr — Mr. Uppy …
Sales of Heavy Trucks are collapsing, which has *usually* foreshadowed an upcoming recession 🚨🤯👀 pic.twitter.com/6Yhm79I8H4 — Barchart (@Barchart) September 18, 2025 30-10YR Yield Spread Rising. Look at the chart…. and tell me what you think! pic.twitter.com/NmoDGkE272 — Henrik Zeberg (@HenrikZeberg) …
BTC peaks before stocks. QQQ soon will follow. $BTC is trading near 2 month lows currently. Diverging from the $QQQ lately. Last time BTC was trading this low, Q’s were about 4% lower than current levels. 🤔 pic.twitter.com/ALwrZMOLm9 — Heisenberg …
If consumer demand is frozen and margins are squeezed, are stocks about to fall? Data and full report here: https://t.co/pxYDtGgI1a pic.twitter.com/Lp3Bzo280Z — The Coastal Journal (@1CoastalJournal) August 20, 2025 Corporate bankruptcies are heading for a record high this year higher …
New tenant rents are absolutely collapsing, leading indicator for overall rents and eventually the housing market pic.twitter.com/60iGWeGnvw — Darth Powell (@VladTheInflator) August 12, 2025 The claim is reliable based on Cleveland Fed and BLS data showing new tenant rents down …
Grocery prices now change 100 times a day. Walmart’s electronic shelf labels are live in 1,000+ stores, with 2,300 targeted by December. Kroger’s rollout is ahead of schedule. Labels update based on time, inventory, competitor pricing, and weather. USDA’s July …
Stocks hit record highs fueled by relentless buying. The Buffett Indicator is a simple way to measure if the stock market is overvalued. It compares the total value of all U.S. stocks to the size of the U.S. economy. Formula: …
A truly remarkable, even astounding, phenomenon is unfolding within the American financial landscape. The United States stock market has achieved a scale never before witnessed in history, defying conventional wisdom and historical benchmarks. We are currently observing a scenario where …
TLDR: The dot-com era saw explosive stock gains from 1995 to 1999, with almost everything going up Examples like CYBR and JDSU skyrocketed despite weak fundamentals The crash began on March 24, 2000, and $QQQ didn’t recover its ATH until …
Inflation stays hot despite economic slump. So, we got negative consumer spending and negative consumer income, yet hot core PCE (i.e., inflation). Yet, still, stocks are making new all-time-highs on "trade deal" comments? I guess the data, indeed, does not …
The market cannot survive without Big Tech: The S&P 500 has added a massive ~$7.5 trillion in market cap since the April 7th low. Meanwhile, the Magnificent 7 has accounted for ~54% of this increase, gaining $4 trillion in value. …
Why is law school a recession indicator?? — frost paladin (@jots0x) April 23, 2025 It takes you out of the game for 3 years while you're getting your degree. In theory, you return more qualified. Means they can't find a …
Are we on the verge of another epic stock market crash — or worse, a “lost decade” where equities go nowhere?Join us as we dive into the “Blood Indicator,” a historic signal that has often preceded major market downturns. In …
All too often, when we talk economics and finance, we neglect the human side of the equation. GDP is about more than percentages – it’s about prosperity and confidence. Unemployment isn’t just a number, it’s real people who’ve lost their …
Heavy truck sales – a leading indicator of past times – weakest since August 2021 pic.twitter.com/1E4fNfox5A — Don Johnson (@DonMiami3) February 5, 2025
Prior to the 1990s, stock prices would decline before drops in earnings. At times, stock prices would anticipate a decline in earnings that would not materialize. But prices would generally lead earnings which slightly led the economy. pic.twitter.com/UcabAxQr6F — Eric …
Recession dont exist in a AI market, its a thing of the past. Economic textbooks are being rewritten. White-Collar Recession: A Warning Sign A white-collar recession often serves as a precursor to a broader market downturn. Similar trends were observed …
The Fed’s favorite (until it starts rising) inflation indicator – Core PCE – printed cooler than expected for November (+0.1% MoM vs +0.2% MoM exp) which held it steady at +2.8% YoY (below the expected 2.9%) – tied for the …
Conference Board: the leading economic index rose in Nov for the 1st time in over 2 years and now no longer signals an impending recession; the increase (which immediately followed the presidential election) was driven mostly by surging equity prices: …
