A hub for independent voices and hard truths
95-year-old Buffett parks $380 billion in cash while flat-out warning the dollar could collapse. Market is now a church with a casino bolted on and the casino has never been more packed. Avis rental car gets GameStop-style meme-squeezed while Buffett …
The latest CPI data highlights a stubborn 3.3% annual inflation rate today, energy costs are the primary driver of the middle class squeeze… Gasoline prices jumped 21.2% in the latest monthly window, the Hormuz blockade is effectively taxing every American …
The ISM Manufacturing Prices Paid index surged to 84.6 in April (way above the expected 80 and up sharply from 78.3 in March). That’s the highest reading since April 2022 and shows input costs are rising fast again, driven heavily …
Funny thing is he was critical of QE at on point… pic.twitter.com/oad4mD2qSX — jas (@jasminOtt) May 1, 2026 If you think this is ever going to reverse, then you simply do not understand the delusional debt-driven fiat system. Own assets …
by David Haggith Ninety percent of Americans feel the nation is in an affordability crisis—the new catch phrase for endless above-target inflation, which has become the new norm. The new norm, however, was just reported as getting wore, rising to …
Japan’s 10-year yield hits 2.51%, highest since 1997; UK Gilts hit post-2008 highs… Bank of England holds rates at 3.75% but warns “higher inflation is unavoidable”… German 10-year Bund at post-2011 high as energy costs hammer Eurozone GDP… US March …
Same pattern as the early 80s where costs spiked and an entire generation got locked out of building wealth for years. WASHINGTON, D.C. — The share of U.S. non-homeowners who expect to buy a home within five years has dropped …
by dominiond66 Just look at the financial facts. Last year Corporate America had RECORD Profits. Total of $3.4 Trillion! So much profit, they did not know what to do with it, so they bought back their stock at RECORD levels. …
Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll …
via notayesmanseconomics This morning has brought disappointing news for the UK on the inflation front. We can start with the measure targeted by the Bank of England. The Consumer Prices Index (CPI) rose by 3.3% in the 12 months to …
Inflation expectations over the next 12 months plunge from over 5% to under 3.5% according to the Bond Market byu/RobertBartus inEconomyCharts Institutions are loading up on call options at the fastest pace ever recorded 📈🤯👀 pic.twitter.com/y6QmeCNC70 — Barchart (@Barchart) April …
via Phoenix Capital Research The Trump administration is now actively gaming the inflation data. For decades, the U.S. has understated the true state of inflation by applying various accounting gimmicks to the inflation data: the Consumer Price Index (CPI) and …
via notayesmanseconomics: One of the features of the conflict in the Middle East so far has been the way that measuring the incoming inflation wave has been made more difficult by two factors. Firstly the extreme volatility in oil prices …
Turkey and Argentina used rate pressure management to ease fiscal strain but ended up amplifying inflation and currency instability through loss of market confidence. The former US Federal Reserve chair Janet Yellen says lowering rates to reduce debt service costs …
GAS PRICES THREATEN TO ERASE TAX REFUND BOOST Refunds rose 14% YoY (avg. $3,462, +11%) but came in slightly below expectations, offering only a modest lift to consumption. A ~15% jump in gas prices (~$3.60+) could fully offset that gain, …
US March PPI inflation rises to 4.0%, its highest since February 2023. BREAKING: US March PPI inflation rises to 4.0%, its highest since February 2023. Core PPI inflation was unchanged, at 3.8%, also the highest since February 2023. We are …
by Martin Armstrong The Federal Reserve’s preferred inflation gauge, the Personal Consumption Expenditures index, rose 0.4% in February alone and is now running at 2.8% annually, while core inflation, which strips out food and energy, is still sitting at 3.0%. …
"Consensus estimates from Bloomberg now project GDP at 2.28% and headline CPI inflation at 3% to end the year."@_JoshSchafer pic.twitter.com/iYvnlVhrO1 — Daily Chartbook (@dailychartbook) April 8, 2026 🔴 Fed Minutes: Many participants saw risk of inflation remaining elevated for longer …
US Durable Goods Orders fell 1.4% in February, significantly missing the 0.5% decline expectation as transportation demand craters. The manufacturing floor is falling out while the Fed stays hawkish. This is the “hard landing” signal the bulls are desperately trying …
via Phoenix Capital Research War is inherently inflationary for the following reasons: Governments ramp up spending to fund the war effort: weapons, personnel, logistics, and reconstruction. The potential for supply side disruptions: in a globalized world, war can disrupt the …
via notayesmanseconomics Over the past 24 hours the European Central Bank has received a couple of pieces of rather unwelcome data.We can start with what is its modus operandi. Euro area annual inflation is expected to be 2.5% in March 2026, up …
The war in Iran is, for markets, a hot mess. It’s on, it’s off, it’s getting better, it’s getting worse and pretty much every asset class on the planet is getting bashed around with every new headline like a ping-pong …
I think Iran knows they can win the war just by surviving long enough for Trump to surrender by claiming the biggest victory in the history of war. They know Trump will ultimately be guided by poll numbers, oil prices, …
via Phoenix Capital Research President Trump just unveiled another massive TACO. The term “TACO” is an acronym for “Trump Always Chickens Out.” It implies that the President, for all his bluster and verbal aggression, is in fact quite opposed to …
Rising oil prices won't cause higher inflation. More expensive oil means Americans will have less money to spend on other things. Reduced spending will cause a recession, which will result in larger budget deficits, rate cuts, and QE. That's what …
10-year Treasury yields hit 4.4% for the first time since July 2025. But war, exploding debt and soaring inflation will drive yields much higher. Without big rate cuts and massive QE (a mistake), stocks and real estate will crash, resulting …
By Peter Reagan I’m going to start with something that sounds like good news. Most of the truly catastrophic things we worry about… never actually happen. That’s not just optimism – it’s human experience. As Mark Twain supposedly said, most …
March 20 (Reuters) – United Airlines (UAL) CEO Scott Kirby said on Friday the airline will cancel about 5% of this year’s planned flights in the short term, as jet fuel prices surge due to the Middle East conflict. “If …
It’s over, too hot $SPY https://t.co/30ZT8RmB2Q — JLoc (@JohnLoc18) March 18, 2026 PPI came in very hot and Israel hit a gas field on Iran causing oil to pump. The two of them are why SPY is selling off pre-market. …
