Independent thinking for complex markets and current events
DSCR loans are quietly reshaping neighborhoods. In Baltimore, investors bought hundreds of homes at inflated prices using hard money loans, and dozens of lawsuits are surfacing. Every home taken this way displaced families who had been saving for years. Prices jumped, rents rose, and foreclosures followed. If the same behavior is happening in other cities, …
Folks have no idea how bad it’s about to get—and we’re past the point of no return. Wildest records right now: – Canadians moving abroad – Gov borrowing most since pandemic – Capital flight – 🇨🇦’s gold imports—investors are preparing for a major risk event. Don't look at GDP. pic.twitter.com/IHxtZHb35R — Financelot (@FinanceLancelot) October 8, …
As a confirmed gold bug for four decades i think gold is finally catching up with the ridiculous U.S. budget deficit. — Jim Cramer (@jimcramer) October 8, 2025 Gold crossed $4,000 today. This kind of rapid spike has only happened a few times in history — and it’s never ended well. The pattern goes back …
Consumer spending is declining now and whatever there is, is being financed on credit cards. — Maverick (@SocomRaiders) September 29, 2025 Discretionary spending freeze 1st, which includes potential expansions. 2nd non-discretionary spending freeze. 3rd layoffs. 🚨Foreign investors are ALL-IN on US stocks: Overseas investors’ allocation to US equities hit a RECORD 61%. This share is …
Wall Street is breathing a myth so dangerous it could destroy fortunes overnight. Everyone is talking about quantum computing as if it is the next great leap in technology, but the truth hides beneath the glossy headlines claiming IBM and HSBC are transforming bond trading and the market will explode to $100 billion by 2035. …
Global confidence in the dollar is already fragile. Any serious move into gold signals that investors no longer trust Washington to manage debt or preserve purchasing power. This is more than a market event. It is a warning that the financial system is teetering on the edge and a crisis could ignite at any moment. …
$46.7 billion in revenue. A 56% jump from last year. A figure no chipmaker has ever touched. And the stock still fell more than 5% after hours. That is not strength. That is fragility revealed. The illusion is scale. The reality is concentration. The world’s most valuable chipmaker is leaning on a single platform, a …
Trump’s meme coin hit $75 in January. It’s now $9, an 88% collapse. The April bump? A dinner invite for the top 220 holders at Trump’s Virginia golf club. That fizzled. https://www.msn.com/en-us/news/politics/trump-and-melania-s-scammy-meme-coins-have-lost-almost-all-value/ar-AA1KTNGu Eric Trump rang the Nasdaq bell with WLFI and ALT5 executives. TRUMP coin jumped 9% on speculation alone. No fundamentals changed, just optics. …
via Jesse Felder “Investors now rely on an ever-expanding Bubble Term that was driven by ‘free money’ monetary and fiscal policies that will not only have to persist – but will have to expand without limit in order to keep up with that Bubble Term,” writes John Hussman. LINK As Gunjan Banerji explains, “There has been a generational …
(2) Options Advantage/Passive Flows? Derivatives are already available on Bitcoin, and will increase with time. More importantly, the temporary lack of access to them or inability of certain investors to buy Bitcoin is more a disadvantage to those investors, not a plus for $MSTR. — James Chanos (@RealJimChanos) August 13, 2025 (4) Here are the …
UPS just finished the full Covid rollercoaster. From pandemic lows to stimulus highs and then right back down. The stock has plunged 52% from its 2022 peak. It now trades at all-time lows compared to FedEx. The dividend is nearly 8 percent. That is not a bargain. It is a flashing red warning. UPS cut …
The 10Y–3M yield curve remains inverted, but the downtrend has been grinding sideways just below neutral (-0.07%) We've seen this movie before — summer 2023 and 2024 both saw similar counter-trend rallies that kept risk-on flows alive… until the uptrend resumed. Remember: it’s… pic.twitter.com/8ztD0Xinmm — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 8, 2025 Japanese 30 …
VOO — S&P 500 tracker Yield: ~$3,900/year on $300K (roughly 1.3%) Pros Pure exposure to the top 500 U.S. companies Extremely low expense ratio (0.03%) Liquid, tax-efficient, and proven over time Long-term compounding machine with broad diversification Cons Low yield Little protection in drawdowns No active management or income focus Growth slows when the big …
European stocks beat US when forex counted. We are bombarded by "S&P at new highs". But it's MONEY ILLUSION. By staying in US stocks, you are getting relatively poorer. Yes, in $ terms, the S&P is up 5% YTD, but flat in foreign currencies. As a US investor, you'd be up 20% in European stocks. …
This is the largest debt ceiling increase in U.S. history. So much for “fiscal responsibility.” https://t.co/V6z78X9ubQ — Republicans against Trump (@RpsAgainstTrump) June 28, 2025 Trump’s “big beautiful bill” is very unpopular pic.twitter.com/wsOkzWanjZ — Republicans against Trump (@RpsAgainstTrump) June 28, 2025 Taiwan Investors are selling U.S. Bonds at the fastest pace since the onset of Covid …
Funds still underwater after 2016 bets, private equity risk eclipses public markets… – Yale is withdrawing $6 billion from private equity. But according to them, there's nothing to read into that, so they claim. – Private equity continues to underperform publicly listed equities across every major time horizon: one year, three years, five years, …
Israel’s market hit an all-time high today. Meanwhile, folks here in the U.S. remain jittery—missiles are falling like rain over there, yet their domestic market surges with unshaken optimism. pic.twitter.com/uxbIh3meKP — optionGeek (@StockShark16) June 17, 2025 While Iranian missiles tore through the skies over Tel Aviv, the Israeli stock market quietly broke a record. The …
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 …
Investors are now "all-in" on stocks with the highest equity allocation in history 🚨 The only time it was higher was just before the Dot Com Bubble Burst 👀 pic.twitter.com/GMwAVJeBbb — Barchart (@Barchart) June 14, 2025 Check out the red box. Institutions have been reducing their equities position all in 2025. On the other hand, …
En route. https://t.co/IYWUnsv92A pic.twitter.com/icffQrEtAQ — The Great Martis (@great_martis) June 13, 2025 Missile landing in Tel Aviv pic.twitter.com/cS0GXLGtVH — QE Infinity (@StealthQE4) June 13, 2025 🔻Iran calls its operation "Severe Punishment” pic.twitter.com/J9zU84f5O9 — Informer (@X_Informer_X) June 13, 2025 🚨A senior Israeli security official tells Channel 12 that Israel has warned Iran that if it targets …
Corporate insiders are selling shares at fastest pace since election last year. pic.twitter.com/VkxFnUwnvo — TT3 (@TradingThomas3) June 12, 2025 Investors are passing on stocks and flocking to the 4% yield in money markets even though the dollar is falling in value. Interesting. Lots of people have no interest in this market even though it rises …
The U.S. housing market is shifting, and investors are pulling out fast. A new report reveals that real estate investor purchases have plummeted 50% from their pandemic peak, with some metro areas seeing even sharper declines. In Atlanta, investor buying has dropped 65%, signaling a major retreat from the market. The numbers paint a clear …
Japan’s debt crisis is growing. The Bank of Japan now holds 52% of its government bonds, a massive stake that has reshaped the financial system. This isn’t just policy—it’s a structural shift that has squeezed private investors out of the market, creating risks for long-term stability. Finance Minister Katsunobu Kato is now pushing for greater …
The gold-to-silver ratio is now breaking down as silver accelerates and begins to catch up with gold. Just a month ago, investors were telling me this time was different — that the ratio wouldn’t revert and we were witnessing a structural shift. But notice the trend.… pic.twitter.com/r4JE7gAoPt — Otavio (Tavi) Costa (@TaviCosta) June 9, 2025
The $VIX pulled back — but don’t mistake calm for safety. 🔹 RSI just hit a 6-week high🔹 Vol still trending higher since Dec lows🔹 Price holding above key support at 17.15🔹 VIX:VX futures price ratio still in caution zone Complacency is building fast. Every prior… pic.twitter.com/bhqn3IlIZP — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) June 3, …
Project Veritas hooked Crisis Actor turned DNC Vice Chair David Hogg! The best Journalism in the Industry. And in this interview Hogg admits the entire System is corrupt to its core. h/t LegitimateKnee5537
Donald Trump’s second term is shaping up to be a financial empire unlike anything seen before. The scale of self-enrichment has expanded far beyond his first presidency, with billions now flowing into Trump-affiliated ventures from foreign governments and private investors. This is not just business as usual. It is a transformation of political power into …
China's leverage was "empty shelves", EU's leverage is "services and mag7"https://t.co/axYc5BpIBm https://t.co/aa38r5kL07 — Marko Kolanovic (@markoinny) May 26, 2025 Clearly someone notified Trump that 90 days is July 8th, not June 1st, because how else would he know? Hence disaster was averted for now. Regardless, investors were just warned that trade war 2.0 is back …
🚨 $PLTR – Insider Sale Alert: *PALANTIR'S KARP SELLS $50.4 MILLION IN SHARES *PALANTIR'S COHEN SELLS $43.5 MILLION IN SHARES *PALANTIR'S SANKAR SELLS $21.2 MILLION IN SHARES *PALANTIR'S GLAZER SELLS $4.32 MILLION IN SHARES That's alot of insider selling. pic.twitter.com/Nv6H9dggg9 — Jesse Cohen (@JesseCohenInv) May 23, 2025
