Independent thinking for complex markets and current events
“.. The findings highlight that many workers don’t have a rainy-day fund.” Link to article:https://t.co/w6wkWBVBqv — Kalani o Māui (@MauiBoyMacro) June 24, 2025 More Americans are tapping their 401(k)s just to get by. Hardship withdrawals from retirement plans have quadrupled since 2019. This is the downstream effect of money printing, inflation, and a decade of …
🚨 The Dollar Menu is officially extinct. In 2014, a McChicken cost $1. Today? $2.99 — up 199%. A Quarter Pounder Meal? $5.39 to $11.99 — a 122% jump. Wages haven’t doubled. Productivity hasn’t doubled. But prices? In some cases, they’ve tripled. This is why financial… pic.twitter.com/RhLeJiqdIa — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) June 23, …
But inflation is 2% right? pic.twitter.com/CsDoGfOsFN — Darth Powell (@VladTheInflator) June 22, 2025
Key Events This Week: 1. Markets React to US Strikes on Iran – Monday 2. May Existing Home Sales data – Tuesday 3. June CB Consumer Confidence data – Tuesday 4. Fed Chair Powell Speaks – Tuesday & Wednesday 5. US Q1 2025 GDP data – Thursday 6. May PCE Inflation data- Friday… — The …
Stan Druckenmiller blasted Janet Yellen “I literally think if you go back to Alexander Hamilton, it was the biggest blunder in the history of the Treasury. I have no idea why she has not been called out on this. She has no right to still be in that job”pic.twitter.com/1yPivRbGjJ — Gold Telegraph ⚡ (@GoldTelegraph_) June …
Many guys are not understanding some few basic economic facts. Yes Trump is pro business & pro growth. 100%. But the way he schemed & plotted pretending to be negotiating for peace, this means no one and I mean no country is gonna buy and hoard treasuries & dollars. Then he… — tic toc (@TicTocTick) …
"The principle is so simple that a child can understand." Rep. Thomas Massie breaks down the true cause of inflation. "When you print five trillion dollars and you put it into the economy, you have diluted the value of the money." "We can say, well, eggs went up because feed… pic.twitter.com/ykE6syNSrk — Wide Awake Media …
When everyone from your barber to your Uber driver talks stocks you know fundamentals have long been ignored. In 2025 that chatter is deafening. People brag about crypto holdings and leveraged ETFs like they built them. You see talk of FIRE dollar cost averaging and compound annual growth rates from folks still paying off student …
This so-called “low” inflation number is a total joke. While they brag about 2.4%, Americans are getting slammed with reckless hikes in gas, insurance, food, rent, and healthcare. The basics keep getting more expensive every damn day, and no one’s doing enough to fix it. Enough is enough. While May CPI inflation was 2.4%, inflation …
Inflation is cooling faster than expected, sending shockwaves through financial markets. The latest Consumer Price Index report shows prices rose just 0.1 percent in May, falling short of the 0.2 percent forecast. Core inflation, which strips out food and energy, also came in lower at 0.1 percent, well below the expected 0.3 percent. The annual …
Senators are demanding answers on inflation, pressing Federal Reserve officials for clarity on economic data that has shown unexpected volatility in recent months. The latest Consumer Price Index report revealed inflation ticked lower to 2.9%, but economists warn that tariffs and supply chain disruptions could push prices higher again. Scott Bessent is emerging as a …
If you’re still betting on a stagflation storm, you might want to take a closer look at what’s quietly unfolding in the background. While markets obsess over CPI prints and Fed speeches, two forces are creeping in that could flip the script completely. The debt ceiling standoff and a renewed trade war. And neither points …
BREAKING: April PCE inflation, the Fed's preferred inflation measure, FALLS to 2.1%, below expectations of 2.2%. Core PCE inflation FALLS to 2.5%, in-line with expectations of 2.5%. PCE inflation is now at its lowest level since September 2024. All eyes are on the Fed. — The Kobeissi Letter (@KobeissiLetter) May 30, 2025 🇺🇸 Morning Economic …
*FED STAFF SAW RECESSION “ALMOST AS LIKELY’ AS MAIN FORECAST *FED MINUTES: TARIFFS MUCH LARGER, BROADER THAN EXPECTED pic.twitter.com/GoXICkMydr — Investing.com (@Investingcom) May 28, 2025 Federal Reserve officials are raising concerns over inflation, tariffs, and the weakening labor market. The latest FOMC minutes reveal growing worries that inflation could remain persistent, forcing difficult tradeoffs between …
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 …
The U.S. Treasury is set to auction 2-year, 5-year, and 7-year notes this week, drawing close attention from investors. Recent auctions have produced mixed results, with some maturities struggling to attract strong demand. This round of debt sales will signal whether investor confidence is holding steady or showing signs of strain. The previous 7-year auction …
Japan just blinked. Late last night, Japan’s Ministry of Finance said they are considering cutting back on how many super long bonds they sell. On the surface, this may sound like a dry technical tweak, but make no mistake, it sent waves through global bond markets. Here is why this matters. Fewer bonds issued means …
This can only continue for a limited time… pic.twitter.com/aU77uQa0wb — Mikael W (@MikaelWi1) May 24, 2025
When the carry trade unwind inevitably comes, it’s going to be incredible to watch. — Middle Man (@npresc) May 22, 2025 UK now Japan 🫣 pic.twitter.com/qhfg0nK6YU — TT3 (@TradingThomas3) May 23, 2025
https://twitter.com/NickWoolos/status/1925341976938893319 Ray Dalio says we should be afraid of the bond market. — unusual_whales (@unusual_whales) May 22, 2025 The problem with the swelling US budget deficit is that there aren't a lot of paths towards shrinking it other than cutting spending. But we've seen practically no will to do that any appreciable scale across many …
Inflation starting to creep up to multi month highs according to Truflation… pic.twitter.com/48e7Q8x6Cb — Heisenberg (@Mr_Derivatives) May 19, 2025 Trump imposing tariffs then demanding that retailers not pass on the cost of tariffs to their customers by raising prices would be like the Fed raising the Fed Funds rate but then demanding that banks not …
by David Haggith YOU get to feed the inflation monster. This monstrosity has two heads. We have reports today of two kinds of inflation already hitting US consumers due to the Trump tariffs—both extremely hot. One is a kind that will never show up in inflation reports because it does not appear on prices at …
In 2022, people watched prices surge and blamed gas stations and grocery stores. Today feels different. Prices are still high, but the real concern has shifted. The fear now is not about inflation today. It is about trust tomorrow. People are no longer just worried about paying more. They are starting to wonder whether the …
Regardless of party affiliation, everyone recognizes that prices are still (constantly) rising, and that's after decades of price increases, and particularly huge increases this decade. pic.twitter.com/6JynyxYfrk — David Sommers (@dgsommersmkts) May 16, 2025 University of Michigan Consumer Sentiment fell to 50.8, below expectations and the second lowest level since 1952. Year-ahead inflation expectations rose to …
by David Haggith Walmart executives promised today that prices will be SWELL (in fact, they will be swelling more every day due to tariffs). I came across a video of some of the top people in the AI world discussing what keeps them up at night and just how close their potential nightmares are. I’m …
They say inflation is cooling. The market claps. Yields dip. And just as quickly, they climb right back up. Over and over again. It is not confusion. It is the new reality. And many still do not get it. Soft inflation used to mean celebration. It meant the Fed could cut, the economy was easing …
by David Haggith The big-deal, China-deal stock rally didn’t last long with the Dow falling today (while the S&P and Nasdaq put out modest to decent gains). US Treasuries also climbed (intraday) back above the 4.5% level on the 10YR, which has, for a long time now, been the pressurized level at which stocks become …
