Independent thinking for complex markets and current events
According to Goldman Sachs, inflation is about to imminently take off and not stop accelerating until June 2026. I’m sure this will sell very well heading into the midterms. pic.twitter.com/8Q8EI2rrPe — Spencer Hakimian (@SpencerHakimian) May 7, 2025
by RobertBartus “The index of prices paid by New York manufacturers jumped to 51 points in April, the highest since August 2022. At the same time, the Philadelphia manufacturing prices paid index rose to 51 points, the highest since July 2022. All while the Dallas and Kansas manufacturing prices paid surged to 48 points and …
Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) May 7, 2025 When Powell …
Leading indicators suggest inflation is set to rebound: The index of prices paid by New York manufacturers jumped to 51 points in April, the highest since August 2022. At the same time, the Philadelphia manufacturing prices paid index rose to 51 points, the highest since July 2022. All while the Dallas and Kansas manufacturing prices …
End the Federal Reserve Comparing Costco Prices for the same items from 1997 vs 2025 – Mac and cheese $7.89 -> $14.84– Cheesecake $10.99 -> $19.99– Chimichangas $8.99 -> $17.99– Butter $5.49 -> $13.49– Hotdogs $5.89 -> $16.49– Ribeye Steak $13.60 -> $55.61 pic.twitter.com/AZxOBf5vhC — Wall Street Apes (@WallStreetApes) May 3, 2025 Read this very …
by David Haggith The moves are not big yet, but there are good reasons for that, and they are all in the wrong direction. According to the Bureau of Economic Analysis, real GDP just went from a positive 2.4% annual growth rate to -0.3%. It will, of course, take two consecutive quarters of the “growth” rate …
1/5 So, the @federalreserve has allowed inflation expectations to become COMPLETELY unhinged, yet again, which means, soon, a surge in inflation is coming to a grocery "shelf" near you/me. Yet, instead of the folks who "have a voice" demanding to know why J. Powell… pic.twitter.com/D7OvkfZsYD — Gordon Johnson (@GordonJohnson19) April 29, 2025 3/5… phenomenon (i.e., …
You cannot fix a supply shock with either fiscal or monetary stimulus. Real consumption is set by the quantity of goods and services available, and tariffs pull those real goods and services out of the economy. Lowering interest rates won’t make more stuff. It will just make more… https://t.co/gkkkGOZeXz — Megan McArdle (@asymmetricinfo) April 28, …
🇺🇸 AMERICANS THINK THE ECONOMY IS A FLAMING DUMPSTER People are freaking out—for the fourth month in a row—because everything feels like it’s getting worse, not better. Blame the T-word: tariffs. They mess with prices, and now folks are scared their paychecks won’t keep up with… https://t.co/siOu6uomud pic.twitter.com/3HZyOZ9vEg — Mario Nawfal (@MarioNawfal) April 25, 2025 …
Oakland just elected a new mayor who thinks a $50 minimum wage will solve inflation pic.twitter.com/SKz70z8pj8 — End Wokeness (@EndWokeness) April 22, 2025
BREALING: President Trump calls for "preemptive [rate] cuts" and claims "there is virtually no inflation." Trump is now calling Fed Chair Powell "Mr. Too Late." pic.twitter.com/I3sBD0b6RI — The Kobeissi Letter (@KobeissiLetter) April 21, 2025 *PRESIDENT TRUMP: “THERE CAN BE A SLOWING OF THE ECONOMY UNLESS MR. TOO LATE, A MAJOR LOSER, LOWERS INTEREST RATES NOW… …
Global trade is falling fast 👀 pic.twitter.com/gsWsErePhm — Markets & Mayhem (@Mayhem4Markets) April 17, 2025 let me repeat again, inflation won’t hit US because of #tariffs charged on import but because of supply chain disruptions similar to Covid – as soon as shelves will start to be empty again people will understand the meaning of …
Inflation at 5% and Waller's saying “we’ll wait it out.” My man’s treating CPI like a bad Wi-Fi signal. — Bossco (@BosscoQuant) April 14, 2025
Fed Chair Jerome Powell: "While uncertainty remains elevated, it is now becoming clear that tariff increases will be significantly larger than expected and the same is likely to be true of the economic effects, which will include higher inflation and slower growth." pic.twitter.com/BiybBbBTAh — unusual_whales (@unusual_whales) April 13, 2025
by Mike Maharrey The Federal Reserve just got the green light to crank up the inflation machine. The Consumer Price Index (CPI) moderated in February and turned downright cool in March. Prices fell month-on-month, driven by much lower energy costs. That cracks the door for the Fed to plausibly cut interest rates again sooner rather …
Bank of America recommends to sell the rip 🍀 — TT3 (@TradingThomas3) April 11, 2025 BLACKROCK CEO LARRY FINK SAYS WE ARE GOING TO HAVE MUCH GREATER EMBEDDED INFLATION IN THIS COUNTRY – CNBC — First Squawk (@FirstSquawk) April 11, 2025 Inflation expectations remain well anchored… lol pic.twitter.com/P5obSDFctd — Michael J. Kramer (@MichaelMOTTCM) April 11, …
BREAKING: President Trump says "oil prices are down, interest rates are down… and there is NO INFLATION." pic.twitter.com/cK1p8RKlTt — The Kobeissi Letter (@KobeissiLetter) April 7, 2025
Billionaire investor Leon Cooperman on Trump’s policy and the markets: “You can’t fix 30 years of economic mismanagement overnight. He’s taking the right steps, but he’s moving too fast.” He also added: The bottom for the stock market isn’t in yet—sell into strength. The long… pic.twitter.com/CONDSUCR3U — Wall St Engine (@wallstengine) April 7, 2025 BILLIONAIRE …
🚨 #BREAKING: U.S. inflation continues to plummet. Wow. Look at that. Down, down, down. pic.twitter.com/HoVnJg79w0 — Eric Daugherty (@EricLDaugh) April 6, 2025 By the way, what happened to all the people panicking about egg prices five minutes after Trump took office?
🇺🇸 FED CHAIRMAN JEROME POWELL JUST SAID – ECONOMIC IMPACT OF TARIFFS LIKELY LARGER THAN EXPECTED, MUST ENSURE PRICE HIKES DON’T LEAD TO ONGOING INFLATION – TARIFFS LIKELY TO RAISE INFLATION IN COMING QUARTERS. POSSIBLE TARIFFS COULD HAVE PERSISTENT INFLATION IMPACT — Evan (@StockMKTNewz) April 4, 2025 SUMMARY OF FED CHAIR POWELL'S COMMENTS: 1. Tariffs …
President Trump just accused Fed Chair Powell of always being "late" to cut rates. Despite markets pricing-in more rate cuts, Powell is saying he is willing to wait. US stocks are extending losses. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) April 4, 2025 I think he is …
Gold now getting murdered along with everything else as the world faces a global margin call. Futures worsening. It’s going to be a long day. Chaos 💀 pic.twitter.com/l6x2vnDAYD — QE Infinity (@StealthQE4) April 3, 2025 The market's drop in response to tariffs is massive, and it will take time to emerge from this chaos. A …
https://fred.stlouisfed.org/series/M1SL
Some blame technology. Others point to the economy. But the real shift started when COVID turned socializing into a health risk. Lockdowns forced people indoors, breaking routines that never fully returned. Some never relearned how to engage. Others simply stopped trying. Now, millions go days without real interaction, and it’s becoming the new normal. The …
Market overvalued ✅Market overbought ✅Bearish price action confirmation ✅ pic.twitter.com/G9f275GkAt — Guilherme Tavares (@i3_invest) April 1, 2025 Linkhttps://t.co/uFMsfLLbSj pic.twitter.com/0CnpwQeJ5J — QE Infinity (@StealthQE4) April 1, 2025 ISM Prices Paid pic.twitter.com/q2t24pHB4d — Don Johnson (@DonMiami3) April 1, 2025 Bond investors are worried: The 2-year breakeven inflation rate has jumped to 3.27%, the highest since the March …
US Treasury Secretary Scott Bessent, a billionaire hedge fund manager who worked for George Soros, insists, “Access to cheap goods is not the essence of the American dream”. The Donald Trump administration knows its tariffs will result in higher inflation. Products will become more expensive as the US tries to economically decouple from China. Ben …
I love how everyone suck off Saylor like he is the greatest investor ever. He is up 20% on his investments over the past six-years or a whopping 3% a year. Not even outperforming inflation, but nobody wants to talk about that. https://t.co/j2Hl3eeUN8 — blake (@blakestonks) March 30, 2025 Bitcoin was a psyop.Bitcoin was "controlled …
Summary: The University of Michigan’s final report shows five-year inflation expectations jumped to 4.1% in March, the highest since February 1993. Consumer sentiment plunged 12% from February, reaching its weakest level since November 2022. Two-thirds of respondents expect unemployment to increase over the next year. Major U.S. equity indices dropped sharply following the release, with …
Core inflation is back on the rise, and this is a trend we can’t ignore. With economic growth forecasts slipping, this kind of data paints a bleak picture for what’s to come. This isn’t a simple uptick; it’s a warning signal. We’re looking at the possibility of stagflation becoming a serious concern by 2025. Rising …
When the United States left the gold standard in 1971 under President Richard Nixon, it marked a fundamental shift in how the U.S. government could manage its finances. Prior to that, the value of the dollar was tied to a specific amount of gold, which acted as a safeguard to prevent unchecked printing of money. …