Independent thinking for complex markets and current events
JetBlue just pulled the ultimate power move. Hours after Spirit Airlines went dark, JetBlue swooped into South Florida with a full-blown rescue mission—and they're not playing small. Here's the breakdown: $99 rescue fares for anyone holding a valid Spirit ticket. Same route,… pic.twitter.com/35exJrOuLE — Mike Netter (@nettermike) May 3, 2026 JetBlue is playing for keeps …
‼️ FERTILIZER PRICES NOW AT NEAR 4 YEAR HIGH—UP 44%. FOOD INFLATION IS COMING – 30% world’s fertilizer supply & 20% oil supply goes thru Hormuz. – It’s planting season now: Rising fuel & fertilizer costs will reverberate through economy & be felt in grocery stores this summer. pic.twitter.com/1pYuYw1fkp — Maine (@TheMaineWonk) March 22, 2026 …
Over half of Americans say health care, a weeklong vacation and a new car are unaffordable, per ABC — unusual_whales (@unusual_whales) March 17, 2026 JUST IN: US 30-Year Mortgage Rate jumps to 6.86%, the highest level since November byu/RobertBartus inEconomyCharts Another out of context quote. Full quote shows Hassett saying this is “going ahead of …
Absolutely wild when you consider that the cost of jet fuel has risen 50% since the Iran conflict began. They are claiming they see 10% revenue growth on strong demand, yet make no mention of the potential impact that increased fuel costs will have on these projections, only… https://t.co/ic90JUwjnw — Michael Bento (@MichaelPBento) March 17, …
Gas prices in the US have moved up to $3.72/gallon, their highest level since October 2023. The 27% spike over the last month ($2.93/gallon to $3.72/gallon) is the biggest we've seen in the past 30 years. pic.twitter.com/C3HrTiRnH5 — Charlie Bilello (@charliebilello) March 16, 2026
BREAKING: 🚨 Federal Reserve purchases of short duration Treasury Bills now exceeds the height of the 2020 pandemic. Jerome Powell is currently holding $329B short duration T-Bills on the Fed's balance sheet, exceeding the previous crisis peak of $325B. This marks the first… https://t.co/fvDjn6VCQb pic.twitter.com/v4a9OZj3Zb — Financelot (@FinanceLancelot) February 27, 2026 Yup, REPO jumped to …
HOLY CR*P 🚨 Democrat Rep Ayanna Pressley husband went from being in prison for 10 years for drug trafficking to NOW MAKING $1 MILLION DOLLARS PER YEAR as a ‘consultant’ since she got elected to Congress Again, A MILLION PER YEAR “Pressley’s husband is an ex-con who went from… pic.twitter.com/101W7IiisU — Wall Street Apes (@WallStreetApes) …
Will rising PPI force the Fed into sudden rate hikes? So far, the best-performing assets of the Trump presidency are gold and silver. Do you think that’s a good sign? — Peter Schiff (@PeterSchiff) January 13, 2026 The Nov. PPI, a leading indicator of CPI, rose more than expected. YoY prices jumped by 3%, versus …
Don’t celebrate yet, this boom is built on volatile imports and exports, not sustainable growth. Is the US economy booming? The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 2025 is now +5.1%. This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus …
Japan's 10-Year Treasury Yield jumps to highest level in more than 27 years byu/RobertBartus inEconomyCharts Japan will dump US bonds. h/t RobertBartus
🔥🔥**SPOT SILVER $90.52/oz USD!!**🔥🔥 🚨Australia's ABC Bullion DITCHES COMEX, PEGS SILVER SPOT PRICE TO SHANGHAI AT $90.52/oz!! 🚨 🔥THE END OF PAPER SILVER MANIPULATION HAS ARRIVED!! ⚡️SELLERS OF PHYSICAL SILVER ARE REFUSING TO SELL SILVER AT COMEX PAPER SILVER FUTURES… pic.twitter.com/8dY5cL2822 — SilverTrade (@silvertrade) December 28, 2025 Silver is one the most important industrial metals. …
This screams short squeeze.https://t.co/A7VOHa2SbE — Zoomer 🧢 (@zoomyzoomm) December 3, 2025
“US market liquidity STRESS is surging again: Banks’ demand for the Fed’s Standing Repo Facility (SRF) hit $14 BILLION this morning, and $11 BILLION on Tuesday, the highest since October, signaling rising pressures inside the short-term funding system. As a reminder, the SRF lets banks to borrow CASH directly from the Fed by pledging US …
Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴☠️ (@calvinfroedge) November …
Authored by Mike Shedlock via mishtalk, Political pressure on the budget showdown will mount. ACA Plan Costs Expected to Jump The Wall Street Journal discusses ACA Costs and Subsidies Premiums for ACA plans are expected to increase steeply in most states next year, with many insurers hiking rates 20% or more, due largely to higher spending …
Commercial delienquent obligations in a parapbolic uptrend pic.twitter.com/BdsleKWmKu — Ari.Is.Investing (@InFoTheLongTerm) October 5, 2025 The office and multifamily sectors of commercial real estate loans got further bludgeoned in August, despite large-scale extend-and-pretend and forbearance deals executed in the hopes for better times and lower interest rates and more demand so that lenders don’t end up …
Larry Ellison climbed past Elon Musk because he forced the market to pay attention to what no one had expected. Oracle reported $455 billion in unfulfilled contracts, more than double what analysts predicted. Investors didn’t pause. They poured money into the stock before checking the numbers. Oracle’s shares jumped 30 percent in a single day, …
WASHINGTON (Reuters) -AT&T said on Tuesday it will purchase key wireless spectrum licenses from EchoStar for about $23 billion, as the the U.S. telecom provider seeks to boost its network in a competitive market. In June, President Donald Trump prodded satellite communications and Dish TV parent EchoStar and Federal Communications Commission Chair Brendan Carr to …
June inflation came in hot. The Consumer Price Index rose 0.3% month over month, matching forecasts but doubling May’s 0.1% print. Year over year, CPI hit 2.7%, the highest since January. Core CPI, which strips out food and energy, climbed 0.2% on the month and 2.9% on the year. That’s sticky. That’s not cooling. That’s …
The fiscal alarm bells aren’t hypothetical anymore. Financial markets are now operating under a base case scenario that expects the United States to add another $10 trillion in debt by 2028. That would put total federal debt at $46 trillion, up 100% from 2020. On July 9, the debt increased $366 billion in a single …
The market cannot survive without Big Tech: The S&P 500 has added a massive ~$7.5 trillion in market cap since the April 7th low. Meanwhile, the Magnificent 7 has accounted for ~54% of this increase, gaining $4 trillion in value. This means the Magnificent 7 has contributed… pic.twitter.com/UqkB6N9lnu — The Kobeissi Letter (@KobeissiLetter) June 4, …
2/ A lot of investors are anticipating a V-shaped recovery But for that, we’d need a dramatic shift in the economic outlook Basically, all the fears priced in earlier this year would need to vanish soon pic.twitter.com/e0olcH9a6J — Bravos Research (@bravosresearch) May 19, 2025 4/ And we’ve seen V-shaped rebounds before The most recent example …
This won’t ever be paid back. It’s nothing but a giant Ponzi scheme at this point. https://t.co/1ok4LJIWZT — QE Infinity (@StealthQE4) May 11, 2025 Gold scores highest weekly close in history 📈📈 pic.twitter.com/DOjfooThwz — Barchart (@Barchart) May 11, 2025 The U.S. dollar has lost 99% of its purchasing power since 1971 80% of all dollars …
Markets get a quick relief rally as policy uncertainty drops—Powell stays, and the US signals a China trade thaw. Short term, expect lower volatility, risk-on flows, and upside for trade-linked sectors both in the US and globally. Tap to expand for full context Longer term, the… — Alva (@AlvaApp) April 23, 2025 Dow Jones Futures …
Not since the early weeks of the pandemic have Americans been this certain that unemployment will spike. Consumers surveyed by the Federal Reserve Bank of New York in March put a 44% probability on the nation’s jobless rate being higher a year later, marking the highest level since April 2020. The New York Fed’s latest …
🚨BREAKING: Short-Term Yield 📈: Financial Stress? A sharp 📈 in 3& 6-month yields signal financial strains, similar to the 2019 repo crisis causes: •Liquidity Strains: Banks/hedge funds may face overnight funding pressures •Hedge Fund Stress: Losses or margin calls driving pic.twitter.com/HvkMtQ7zzE — The Coastal Journal (@1CoastalJournal) April 1, 2025 Why are the 3 and 6 …
Japanese 10-Year Bond Yield jumps to highest level since the Global Financial Crisis byu/RobertBartus inEconomyCharts https://twitter.com/leadlagreport/status/1905008623799177521
$RIVN +24% for the day and 58% over the last 3 mo. because it reported "800 MORE VEHICLES than analyst expectations." Yes, 800. Rivian delivered nearly 14,200 EVs during the fourth quarter, bringing its yearly sales volume to roughly 51,580 electric trucks — within the company's… pic.twitter.com/fO54mA9prH — Inkling (@inside_finance) January 3, 2025
Reverse repo surges $72BN to $268.7BN for year-end window dressing. Funding market spreads already had blown out to 3 month highs amid spike in repo tightness pic.twitter.com/wyBoMBEPN8 — zerohedge (@zerohedge) December 27, 2024 The Federal Reserve's emergency Bank Term Funding Program dropped to $5 billion this week. It'll be $0 in January. pic.twitter.com/md8wCxDkVv — Financelot …
A train driver’s suicide caused widespread delays on Christmas Eve and into Christmas Day in France, with some 3,000 passengers affected during the busy holiday period. The suicide by a train driver on the job has caused widespread delays in France’s rail traffic, operator SNCF said Wednesday. Some 3,000 train passengers have been affected by …