Independent thinking for complex markets and current events
That’s because real life inflation isn’t 3%. It’s more like 8-12%. We can’t afford a government that’s 40% of GDP. If this continues, the middle class will be wiped out and a civil war won’t be far behind. https://t.co/G8mPgaMkOl — Porter Stansberry (@porterstansb) January 29, 2026 BREAKING: December PPI inflation comes in at 3.0%, above …
With the Fed & uniparty hurtling us down the road to Venezuela del Norte, converting our Fed confetti into REAL money is a no-brainer. China just smashed another milestone in its war on dollar dominance. Official figures show overseas renminbi lending, bond investments, and deposits by Chinese banks have quadrupled in five years, hitting RMB3.4 …
Promise made, promise broken. Food-at-home rose 0.6% from July to Aug—the biggest month-over-month increase since Aug '22. Meats, poultry, fish, and eggs rose 5.6%. Whatever growth Trump claims from his insane trade wars, it's us, everyday Americans, who are paying the price. pic.twitter.com/Q1XIJaFYxb — Ryan Crosswell (@Ryan_Crosswell) September 12, 2025
Interesting read. China has been hoarding gold and adding to it for 10 consecutive months. Meanwhile their treasury holdings have dropped. pic.twitter.com/xh9IdW8iYE — QE Infinity (@StealthQE4) September 10, 2025 BREAKING: Global broad money supply rose +9.3% YoY in July, to a record $140 trillion. This metric covers 169 countries and territories, representing 99% of global …
The housing market is collapsing, and buyers are running for the exits. They don’t wait. They don’t negotiate. They cancel. They saw the foundation crumble and refused to stand on it. This isn’t a seasonal hiccup. It’s a total retreat, and the institutions that built the illusion are powerless to stop it. “58,000 home-purchase agreements …
via Mike Maharrey Corporate bankruptcies hit a 14-year high in 2024, and the pace continued through the first seven months of 2025. This should throw cold water on those who imagine the U.S. economy is booming, and it underscores the Catch-22 facing the Federal Reserve as it wrestles with interest rate policy to battle sticky price inflation. In …
US deficit hit $291B in July. That’s a $3.5 trillion yearly pace without a war or a recession. Just “normal” Washington spending. https://www.cbo.gov/system/files/2025-08/61304-MBR.pdf Tariffs brought in $25B. Trump called it “incredible revenue.” The same month, the government spent $630B. That’s pocket change against a tidal wave. https://www.crfb.org/blogs/tariffs-are-generating-meaningful-new-revenue Social Security payouts jumped $108B. Medicare and Medicaid …
$KRE -7% since 21st July notably. Something brewing with the banks? 🤔 — Godzilla Trader 🦖 (@David_Tracey) August 11, 2025 Condo prices are collapsing pic.twitter.com/YBmN3BkkZO — Darth Powell (@VladTheInflator) August 11, 2025 https://twitter.com/VladTheInflator/status/1954720087023481049
Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Cook appeared with President Donald Trump in the White House on Wednesday. At the White House on Wednesday, Cook appeared with Trump to announce Apple’s plans to spend $100 billion on American companies and American parts over …
Canada’s labor market did more than stumble in July, it collapsed spectacularly. Missing job growth forecasts by over 54,000 is not just a minor slip. It signals serious cracks in the economy’s foundation. When youth unemployment reaches levels unseen since 2010, that sends a sharp warning about the future workforce and consumer spending. The sectors …
The final week of July 2025 is not a policy moment. It’s a collision of pressure points. The Federal Reserve is expected to hold interest rates at 4.25% to 4.5% for the fifth straight meeting. The decision lands Wednesday at 2 p.m. ET. Trump’s push for cuts has intensified, with direct pressure on Powell and …
Julian Brown turned grocery bags into diesel. He filmed it. Posted it. Called it Plastoline. Said it could scale with funding. Four working prototypes. He burned himself testing it. Kept going. Then stopped. His last post was July 9. Said he was under attack. Mentioned helicopters. Told followers to record everything. His license leaked online. …
Congress just published the 2025 schedule. Out of 365 calendar days, the chambers are set to meet on 133. That is roughly one out of every three days. The rest is labeled for travel, district visits, or recess. The Capitol floor will stay mostly quiet. July is limited to twelve working days. August is entirely …
US to impose 21% duty on Mexico tomatoes starting July 14 — FinancialJuice (@financialjuice) April 14, 2025 The U.S. Department of Commerce has announced a 21% tariff on Mexican tomato imports, effective July 14, marking the latest chapter in a long-standing agricultural trade dispute. The move, which targets approximately 85% of Mexico’s tomato exports to …
The Japanese 10-yr JGB traded this morning at 1.14% – the highest yield since July 2011. This should keep rising along with the US treasury 10-yr – which will likely breach 5% in the coming weeks. The Japanese 10-yr JGB traded this morning at 1.14% – the highest yield since July 2011. This should keep …
U.S. Construction Spending MOM SAAR pic.twitter.com/4yP9esLhtu — Win Smart, CFA (@WinfieldSmart) September 4, 2024 Construction spending decreasing does NOT bode well for jobs in that sector. Construction is not a small piece of the economy either, and spending in other sectors will be negatively affected by increased unemployment in this sector. Remember, the unemployed don’t …
90% of US cities saw a rise in year over year unemployment rates in July, according to the BLS. pic.twitter.com/RBvcLcyOOC — Win Smart, CFA (@WinfieldSmart) September 3, 2024 According to the Bureau of Labor Statistics (BLS), 90% of US cities experienced a rise in year-over-year unemployment rates in July. Specifically, jobless rates increased in 350 out of 389 …
Trade Services: The claim about trade services seeing the second-largest drop on record (-1.3%) in July and now being negative year-over-year is accurate. This reflects a significant decline in margins received by wholesalers and retailers. Economic Data Surprises: Economic data surprises have indeed been weak for several months, indicating that economic indicators have been consistently …
2024 has already exceeded last year’s gaming layoffs — and at twice the pace More developers are pessimistic on the market and see a lack of understanding from investors as the biggest culprit Live services are integral to bottom lines and have informed recent M&A deals, but they come with unrealistic expectations The first quarter …
JUST IN: Four shark attacks reported at South Padre Island in Texas during Fourth of July celebrations. Game Warden Capt. Chris Dowdy says all the attacks happened within two hours of each other. One woman had a chunk bitten out her her leg as Good Samaritans were seen dragging… pic.twitter.com/Ng4aMKhjmi — Collin Rugg (@CollinRugg) July …
America is the greatest nation on Earth Happy 4th of July 🇺🇸 https://t.co/5extqsPNhA — Benny Johnson (@bennyjohnson) July 4, 2024 Happy 4th of July !! It's the 12th anniversary of the famous San Diego fireworks show where they all went off at once. Sound ON pic.twitter.com/U3DuUa1Cnj — Wall Street Mav (@WallStreetMav) July 4, 2023
https://www.youtube.com/watch?v=pSnFl14j3jQ
Source: https://public-inspection.federalregister.gov/2023-28472.pdf TLDRS: FDIC held a CLOSED meeting yesterday about resolution matters that the public interest did not require consideration of the matters in a meeting open to public observation. I show Heartland Tri-State Bank of Elkhart, Kansas failed after a similar meeting like yesterday. Fresh bank fail incoming? https://dismal-jellyfish.com/fdic-closed-meeting-sign-of-upcoming-bank-collapse/ Adding, on Monday, FDIC warned about CRE (replacing …
2024 promises volatility! Fund managers bullish on duration, yet crowded trade faces headwinds and risks. 2024 Will Be A Roller Coaster Ride! 🔥🔥🔥 Fund managers are extremely bullish on duration as a majority of them (62%) expect lower long-term rates as inflation falls and the world’s largest central bank turns dovish. Nonetheless, there are several …
by confoundedinterest17 This isn’t Barbara Tuchman’s class novel about the horrors of World War I, but the ongoing horrors of Bidenomics with its guns pointed at the American middle class. Privately‐owned housing starts in August were at a seasonally adjusted annual rate of 1,283,000. This is 11.3 percent below the revised July estimate of 1,447,000 and …
by confoundedinterest17 Preliminary benchmark revision smaller than some had projected Biggest payrolls adjustment in transportation and warehousing Are you surprised that the Biden Administration has been lying about job creation?? Not really since Biden compulsively lies about everything. Including his corruption. US job growth was probably less robust in the year through March than previously …
by Dismal-Jellyfish Source: https://fred.stlouisfed.org/series/CUUR0000SA0R#0 Zooming in: CPI tracks the loss of the purchasing power of your dollars, and thereby the purchasing power of your hard earned labor: July 2022 purchasing power of $100 in January 2000: 57.1 (down -3.33% in purchasing power in the last year!) July 2021 purchasing power of $100 in January 2000: …
Note: This is an average, and only takes into consideration New cars (not used). — Car Dealership Guy (@GuyDealership) August 10, 2023
