Independent thinking for complex markets and current events
⚠️The US labor market is CONTRACTING: The US economy added just +584,000 jobs in 2025, the weakest year for hiring outside of a recession since 2003. Shockingly, ~85% of job gains occurred by April, with the job market contracting over the final 3 months of the year.… pic.twitter.com/vV6AdaLHD9 — Global Markets Investor (@GlobalMktObserv) February 3, …
Gold is outperforming the S&P 500 in 6 of the last 7 years. Stock market returns are not as impressive as many had hoped. pic.twitter.com/i9Ps6dOd3D — Anthony Pompliano 🌪 (@APompliano) March 5, 2025 https://twitter.com/leadlagreport/status/1897817984992694374 Russia Begins Piloting Digital Gold System for International Settlements The pilot program, includes the purchase of digital gold assets for rubles …
Synopsis from video description: “Marvel Comics are admitting Frank Castle is far more important to Punisher than they gave him credit. Marvel decided to abort fake Punisher from David Pepose after f extremely lackluster issues. Joe Garrison goes into history of another Marvel legacy hero readers never accepted. And cancelling an ongoing series after 4 …
"Today’s multiple of 25x normalized earnings implies +2.6%/yr annualized returns over the next decade based on the historical relationship." – BofA Savita pic.twitter.com/6EojH5JtYl — Daily Chartbook (@dailychartbook) March 6, 2024 As the market soars to new heights, whispers of caution are surfacing, and a recent warning from BofA’s Savita suggests that the era of sky-high …
452k additional part-time jobs from economic reasons:“partially reflecting an increase in the number of persons whose hours were cut due to slack work or business conditions…"More people are trying to get full-time jobs at same time businesses are cutting them… — E.J. Antoni, Ph.D. (@RealEJAntoni) July 7, 2023 Revisions for Apr and May were negative …