Independent thinking for complex markets and current events
The U.S. economy is currently a “hollowed-out” powerhouse. While the 2% GDP surge looks decent on a teleprompter, new data confirms that nearly three-quarters of that growth is just the tech giants frantically buying server racks and H100 chips to avoid falling behind in the AI arms race. Outside the Silicon Valley bubble, the “real” …
Weak demand, falling property investment, and slumping consumption. China’s retail sales and industrial output missed forecasts in November, highlighting weak domestic demand. Fixed-asset and property investment slumped further, marking the sharpest downturn since 2020. Policymakers pledged support, but analysts remain cautious as consumption and jobs stay under pressure. https://invezz.com/news/2025/12/15/chinas-economic-slowdown-deepens-in-november-as-weak-demand-weigh-on-growth/ h/t -Sliced-
DETROIT — Ford Motor expects to record about $19.5 billion in special items related to a restructuring of its business priorities and a pullback in its all-electric vehicle investments, the company announced Monday. The Detroit automaker said most of those charges will occur during the fourth quarter. That will be followed by $5.5 billion in …
No one expects a rate hike to happen, but the overwhelming expectation on Wall Street has been for coming cuts. Traders are betting on a nearly three-in-four chance that the Fed will lower its main interest rate at its next meeting in September, according to data from CME Group. The hope on Wall Street has …
It’s official. We have finalized our historic U.S.–EU Framework Agreement on Reciprocal, Fair, and Balanced trade. The EU has agreed to open its $20 Trillion market. The second largest in the world behind the great USA This deal: ➡️ Eliminates EU tariffs on all U.S. industrial goods, ➡️ Creates historic access to the vast European …
.@PeterSchiff is spot on. Companies swapping productive investments for Bitcoin “treasuries” are playing ROULETTE. Bitcoin and Ethereum treasuries have NO business model because $BTC has NO FUNDAMENTAL VALUE.https://t.co/nNWUBdub7c — Steve Hanke (@steve_hanke) July 14, 2025
Consistent policy is missing rn in the US. Every 4 years we have 180 degree U-turns: 1. EV mandates can stay. EV mandates must go. 2. Drill baby drill. No drill. 3. All get Visa. No one gets visa . Would you make big investments here given the flip flop every 4 years ? — …
$SPY 588 How is Trump supposed to deliver max growth with trillion-dollar investments when rates are still sky-high? The market may be celebrating over-the-counter deals, but let’s be real, who’s paying back these massive loans? Same playbook every time: distract the public… pic.twitter.com/S0mdP1IGLU — 👁 (@Oculustrade) May 14, 2025 “.. Sentiment has improved but we …
Japan is threatening to pull its investments from U.S. companies due to Trump’s tariffs, which impose a hefty 24% rate on its export-dependent economy. Japanese Prime Minister Shigeru Ishiba expressed to Trump that these new tariff policies are “extremely disappointing,” in a… pic.twitter.com/HNP1luaiTw — Ian Miles Cheong (@ianmiles) April 7, 2025 50+ nations reach out …
BREAKING: Gold prices officially surge above $3,150/oz for the first time in history. pic.twitter.com/bPOF4P1GSg — The Kobeissi Letter (@KobeissiLetter) March 31, 2025 Gold has officially crossed a major threshold, pushing above $3,150 per ounce for the first time in history. This surge comes as investors flock to the most historically reliable store of value known …
This is the best hack that only a few know. One of the best reasons to invest in the stock market. First, the standard deduction in 2025 is $30,000 for married couples. So, the first $30,000 you pull out of your investments or salary is tax-free from a federal tax standpoint. — The Money Cruncher, …
by AdDisastrous7191 China’s #DeepSeek could represent the biggest threat to US equity markets as the company seems to have built a groundbreaking AI model at an extremely low price and w/o having access to cutting-edge chips, calling into question the utility of the hundreds of billions worth of capex being poured into this industry. DeepSeek was built …
True. The AI Bubble about to burst. https://t.co/uv4X8iwPKU — Kakashii (@kakashiii111) January 24, 2025 $NVDA -2%. Stargate bruh stargate!!! — Heisenberg (@Mr_Derivatives) January 24, 2025 China’s #DeepSeek could represent the biggest threat to US equity markets as the company seems to have built a groundbreaking AI model at an extremely low price and w/o having …
Amazon CEO Andy Jassy is trying to reassure investors who may be worried about the future payoff of the company’s massive investments in generative artificial intelligence. On a conference call with analysts following the company’s third-quarter earnings report on Thursday, Jassy pointed to the success of Amazon’s cloud computing business, Amazon Web Services, which has become a crucial …
CHI Fed: manufacturing and service sector growth in Aug was below trend, though not nearly as bad as last year’s lows; while cost pressures decreased, so did planned capital investment and hiring, while outlook deteriorated, now pessimistic on balance: CHI Fed: manufacturing and service sector growth in Aug was below trend, though not nearly as …
https://twitter.com/MichaelAArouet/status/1828291677036896483 Let's all take note, even when the wtiting is on the wall (like back in 2007) Real estate agents and mortgage brokers/bankers are still trying to con you into going all in on housing. I'm arguing simply to watch and wait, these housing goons just want your transactions. https://t.co/YAY99XPBOy — Sold At The Top …
So, pensions some how ended up with alot of the toxic assets… I wondered how that happened 🤔 pic.twitter.com/ASolJRvQmH — Tuggernuts (@Tuggernuts009) June 16, 2024
Banks have been extending credit using a rule of thumb that a property’s operating income will be at least 8% of the loan every year, though other experts claim a 10% test is being applied to some newer loans. h/t TheNeighborhoodNerd
The AI chip market faces a significant downturn with net sales plummeting by nearly 25% sequentially and over 40% compared to the previous year. Amidst inflationary pressures and concerns over misdirected investments, every chip company is being labeled as an AI play, raising doubts about the sustainability of the market. https://twitter.com/GregCrennan/status/1787580544479572371 Every chip company is …
TL:DR: Big banks are hiding risky investments off their books, just like they did before the 2008 crash. This could cause another financial crisis. Banks like JPMorgan Chase have trillions of dollars in risky investments they don’t report on their main financial statements. Regulators are worried and want the banks to set aside more money …
BREAKING: Blackrock will be laying off 600 employees, mostly from the ESG division. ESG global investments collapsed by $5 trillion in just 2 years. ESG is the system used by Blackrock and Vanguard to blackmail companies into adopting woke practices. Here is BlackRock CEO… pic.twitter.com/SHLOVQhvTs — End Wokeness (@EndWokeness) January 8, 2024 Wow – BlackRock …
Source: https://t.co/mLJa5anCgw — Chief Nerd (@TheChiefNerd) December 15, 2023
Reuters (via MSN) Gold buyers in China are getting younger, as a property market downturn, weakening stocks and currency and low bank deposit interest rates have left them with dwindling options to save for rainy days in a sputtering economy. The trend underscores heightening uncertainty about growth prospects in the world’s second-largest economy, which has …
ESG global investments have seen a staggering $5 trillion collapse in just two years. BlackRock and Vanguard strategically utilize ESG scores to influence companies toward woke hiring and climate practices, as explained by BlackRock CEO Larry Fink and the CEO of AmEx. ESG COLLAPSE: ESG global investments have collapsed by $5 TRILLION in just 2 …
The German steel sector, facing a substantial budget shortfall due to a court ruling, is sounding an alarm on the nation’s industrial transformation. With more than 40 billion euros ($44 billion) in planned investments now under scrutiny, the sector is grappling with a loss of confidence and growing uncertainty. How long before the steel industry …
This liquidity strain might prompt banks to tighten lending, potentially making it more challenging for individuals and businesses to access credit. A record $870 billion of deposits have left banks over the last 18 months. This is the highest deposit flight since The Great Depression. The UAW strike, student loan payments & government employees furloughed …
Guest Post by Nick Giambruno via internationalman.com “You have the watches, but we have the time.” The Taliban often referred to this old Afghan saying when discussing their fight against the Americans. Ultimately, they were proven correct. After almost two decades of conflict, an insurgent army from one of the world’s poorest nations inflicted a …
by AvailableChoice3130 The goal of the investigation is to gather facts that would inform the U.S.’s China policies, including on American capital flows. By routing “massive flows of American capital” to such Chinese entities, the U.S. firms are “exacerbating an already significant national-security threat and undermining American values,” said the letters. How does this flow …
