Independent thinking for complex markets and current events
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 …
DXY has given back all of its gains following China trade news. pic.twitter.com/W9c8dZTGs9 — Michael J. Kramer (@MichaelMOTTCM) May 14, 2025 BREAKING NEWS THAILAND'S RICHEST MAN IS WARNING THAT THE UNITED STATES RISKS LOSING ITS GLOBAL LEADERSHIP POSITION IF COUNTRIES PULL BACK FROM INVESTING IN US TREASURIES Many powerful people now see it… — Gold …
Thoughts about risks. Perhaps the greatest risk isn’t a recession or economic slowdown, it’s getting too distracted by the noise. The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth… pic.twitter.com/e2fds7NWUc — THE SHORT BEAR (@TheShortBear) May 11, 2025 The correlation is what makes this …
The AI boom has reached an unsustainable level. Investors are throwing money at projects with little regard for the real risks or long-term viability. Hundreds of billions of dollars are flowing into the AI sector like a river, and the vast majority of it is going to waste. This is not a natural growth pattern; …
U.S. Companies are buying back stock at the fastest pace in history 🚨🚨 pic.twitter.com/ftNXyp6RTW — Barchart (@Barchart) May 7, 2025 🚨This has NEVER happened before: Retail investors have been buying US equities for 21 weeks STRAIGHT, the longest streak EVER. This significantly beats the previous record of 10 consecutive weeks before the 2022 BEAR MARKET. …
Should be an interesting opening in the morning. Futures deteriorating all night 💀 pic.twitter.com/lL2jkbz91G — QE Infinity (@StealthQE4) May 6, 2025 $SPY This is going to be interesting, they're running it right up to the 200d likely ahead of Powell and that's exactly what happened in 2022 when prices hit the 200d and Powell did …
Investors are rushing into Bitcoin: US-listed Bitcoin ETFs recorded $936 million in net inflows on Tuesday, the third-highest this year. In just 3 days, investors poured into Bitcoin ETFs a whopping $1.4 billion. Since the April 7 low, Bitcoin prices have surged over 25% and… pic.twitter.com/TCHbvJ88i4 — The Kobeissi Letter (@KobeissiLetter) April 26, 2025
Systematic macro funds sitting on cash Retail investors Fully loaded at the highs When the next shakeout comes and it’s coming guess who’s buying their bag at a discount pic.twitter.com/MlPNkecrnz — Miad (@ZFXtrading) April 26, 2025 https://twitter.com/rev_cap/status/1916193347380654356
CHINA SLASHES ‘NO-GO’ LIST TO WIN BACK FOREIGN CASH Beijing just cut its investment blacklist from 117 to 106 industries in a fresh attempt to say: “Please invest here, we swear it’s fine.” TV, telecoms, and pharma services got partial green lights, while e-cigs and drones? Still on the no-no list – because nothing says …
Can we beat the institutional investors like we did in meme stocks? Or we are just the glorified bag holders?? h/t holypally0731
Ghost jobs are a silent plague on the job market, and it’s high time we address them. They’re not just a frustration for those looking for work; they represent a much deeper systemic issue that robs people of their time, misleads shareholders, and skews the economic landscape. The truth? Ghost jobs are a form of …
Breaking: There is no longer a "likelihood" of a recession; it's either coming or here, according to CEO and investors I speak to. Here's their logic: Companies clearly cut back on spending in run-up to the tariff war. When it hit, they went into full retrenchment mode. Now amid… — Charles Gasparino (@CGasparino) April 13, …
A Wall Street Landlord bought the entire neighborhood in this new home build development south of Nashville. They now have 15 rentals on the market for houses that aren’t even completed.
S&P 500 erases 4.5% rally, marking biggest bull trap of 2025 The BULL trap: We just witnessed the biggest bull trap of 2025 with the S&P 500 erasing a ~4.5% rally in ~3 hours. Between 10:30 AM ET and 3:15 PM ET, the S&P 500 erased -$2.3 TRILLION of market cap. Bull traps are TEXTBOOK …
Tom Lee — probably the biggest bull on the street — has fallen pic.twitter.com/upisO46wVG — Matthew Zeitlin (@MattZeitlin) April 7, 2025 BREAKING: Blackrock CEO says he will not rule out "another 20% stock market decline." pic.twitter.com/cVAh3aDbl1 — The Kobeissi Letter (@KobeissiLetter) April 7, 2025 You've been warned. pic.twitter.com/DL2GlnSziX — Guilherme Tavares (@i3_invest) April 7, 2025 …
🚨 RETAIL INVETSORS BOUGHT $4.7 BLN IN STOCKS ON THURSDAY, LARGEST LEVEL OVER THE PAST DECADE, JPMORGAN SAYS — *Walter Bloomberg (@DeItaone) April 4, 2025 Firms are going to start blowing up if this continues. This is rapidly turning into a real financial crisis. — QE Infinity (@StealthQE4) April 4, 2025 "We also talk to …
Seeing a LOT of this in Ottawa. What's not being talked about though is the Emigrant fraud. They're taking out cash loans and leaving the country, one can assume they're wiring the money back to their destination country. It's getting wild and tbh it hasn't even started. — 🇨🇦 Force 🇺🇸 Multiplier 🇨🇦 (@Fawkjoo) April …
$SPY people believe that the 2007 Great Financial Crash was a large surprise (below) But it was anything but a surprise. The moving averages were textbook. Clear tests of support, followed by a rejection from below twice and then Lehmans collapsed. What sometimes clouds… pic.twitter.com/2LaGy1a0z3 — The Long Investor (@TheLongInvest) April 2, 2025 Tech and …
The market no longer believes the Fed: Since the "Fed pivot" began in September 2024, market-based inflation expectations have more than DOUBLED. In fact, markets now see +3.3% inflation over the next 2 years, the highest since March 2023. Has the Fed lost its credibility? https://t.co/cNVD32IqbR pic.twitter.com/KWjK2LekQM — The Kobeissi Letter (@KobeissiLetter) March 29, 2025
How does he plan to “drain the swamp” of waste, fraud, and abuse while making deals with the very people who embody all of those problems? The whole thing reeks of political favors for the wealthy and powerful. And worse, it casts a shadow on everything he says about government reform. At this point, it …
🇺🇸 GOLD CLIMBS AS STAGFLATION FEARS RETURN US consumer confidence just hit a four-year low, and markets are starting to panic. With inflation expectations rising and real yields falling, investors are rushing into gold—pushing it above $3,018. Fed officials admit goods… https://t.co/B4ffcDfY7p pic.twitter.com/TJR1XlmXAj — Mario Nawfal (@MarioNawfal) March 26, 2025
TSLA is at 271. It was $225 when Tim Walz was so excited about the stock dropping. It was $172 a year ago. Can Democrats do anything right? https://t.co/p7c5OWXCoq — Karol Markowicz (@karol) March 24, 2025
Retail has been relentlessly buying. Net buyers in 44/51 sessions. Every day individuals want to believe in the American dream, growth and continuous prosperity. -Goldman Sachs pic.twitter.com/jB7K3DGanf — THE SHORT BEAR (@TheShortBear) March 23, 2025 🚨This is NOT going to end well: Investors' allocation to US stocks is at an all-time high of 51%. This …
Jerome Powell faces a tricky task this week of both assuring investors the economy remains on solid footing while also conveying policymakers stand ready to step in if necessary. Even as the Federal Reserve chair has touted US resilience, uneasiness sparked by President Donald Trump’s rapidly escalating trade war has sent stocks tumbling over the …
China stocks are rallying hard in 2025—but is this the real deal? Let’s break down the 4 key reasons behind this surge and what it means for investors!
With the housing market at 2008 levels but unemployment remaining steady, will the labor market weaken, or will the housing market recover? Despite affordability challenges, the wealthiest Americans could drive a housing rebound, potentially avoiding a recession. Bravos Research is betting on real estate, REITs, and stocks in 2025.
Retail’s enthusiasm is undeniable, with record inflows driving bullish sentiment to new extremes. With over $448 billion flowing into US stocks in 2024, plus $25 billion just last week, retail is doubling down on tech. They’re betting on an unstoppable future, even as the market shows signs of tension. Retail Investors have built the largest …
‼️This is INSANE: Retail investors purchased a MASSIVE $900 million of Nvidia, $NVDA, stock in the last week of January. Meanwhile, $NVDA stock has gone nowhere for 8 months and is down ~20% from the peak What if the dip continues dipping? Read!👇https://t.co/PN8zRte7W8 — Global Markets Investor (@GlobalMktObserv) February 3, 2025 This has never happened …
