Independent thinking for complex markets and current events
New Hampshire 2024: Trump holds 40-point lead for Republican Nomination Trump — 49% (+40)Christie — 9%DeSantis — 8%Scott — 6%Burgum — 4%Haley — 4%Ramaswamy — 3%Johnson — 2%Pence — 1%Hurd — 1% Emerson (A-) | RVs | 08/09-11https://t.co/w43LyS2AwD pic.twitter.com/nPiu72invS — InteractivePolls (@IAPolls2022) August 15, 2023
The 10-year Treasury yield has been rising aggressively on the back of stronger-than-expected economic data This is a major headwind for equities pic.twitter.com/C0Xc2ZAf8x — Bravos Research (@bravosresearch) August 14, 2023 https://twitter.com/WinfieldSmart/status/1691087531813515264 #Bonds are starting to look bad… US Treasury term premia (black) are breaking higher and pushing 10y yields up (orange). This isn't good for …
by confoundedinterest17 Bidenomics, which is also Yellenomics (the former Fed Chair and current Treasury Secretary) has The Good, The Bad and The Ugly to say for it. First, The Good! The Atlanta Fed’s GDP Now real time GDP tracker has Q3 GDP at … 4.12%. Pretty good, but bear in mind that there is still more than …
I will reserve judgement on today's strong open until we see the close. Because that's what happens in bear markets – strong opens, weak closes. What we saw all last week. But really, what could go wrong? pic.twitter.com/PnEtb0MYXR — Mac10 (@SuburbanDrone) August 7, 2023 Big divergence between S&P 500 industrials and leading economic indicators The …
Just sit back and admire the corruption of your government that they tried to give the president's son immunity from any future prosecutions and then slapped more indictments on his leading opponent in the next election one day after it all fell apart in court. https://t.co/s4hbsEft2E — Greg Price (@greg_price11) August 2, 2023
Without ZIRP, how are many large public companies going make those interest payments?https://t.co/pfCc29lVwD — Eventually Consistent Capital (@EventuallyCC) July 26, 2023 Everything is fine. 🔥🔥🔥Not a recession. Just one of the largest trucking companies in the USA filing for bankruptcy. 😳 pic.twitter.com/rzbvZMtbh9 — Wall Street Mav (@WallStreetMav) July 26, 2023 Beware: Bankruptcy filings have seen …
Retail gamblers are trapped. After the best first half for Tech stocks in 40 years, institutions are dumping Tech stocks in the second half.https://t.co/It9OGJH69b Retail gamblers are trapped. pic.twitter.com/9ApQOQSKeP — Mac10 (@SuburbanDrone) July 10, 2023 Microsoft has been the most consistently dominant company of the past two decades. pic.twitter.com/7FiBWGSeS5 — Mac10 (@SuburbanDrone) July 10, 2023 …
https://t.co/GInRMBhk9r — Genevieve Roch-Decter, CFA (@GRDecter) July 10, 2023
Despite the markets moving higher, leading economic indicators point to a worsening economy Current levels are comparable to those seen during: – Dot Com bubble– Financial Crisis– C-19 pic.twitter.com/puopTVKU12 — Bravos Research (@bravosresearch) July 10, 2023 An economy that runs on credit is about to find out what happens when credit is expensive https://t.co/Y9H8W1Nqxk — …
“UN -is about to announce a plan to secure emergency powers, allowing It to lead a “common agenda” for all nations A pincer movement with the WHO for total control. Your own government will become little more than a local council, bowing to a greater unelected power” https://twitter.com/BernieSpofforth/status/1676667871877898240
by Michael The verdict is in. Joe Biden is the worst president in the entire history of the United States, and that is really saying something because we have had some absolutely horrible presidents. Just about everything that Biden has done since he entered the White House has turned out badly, and our once great …
If you're Biden's leading political opponent, the DOJ will try to put you in prison. If you're Biden's son, the DOJ will give you a sweetheart deal. pic.twitter.com/7z6l13shG8 — Kevin McCarthy (@SpeakerMcCarthy) June 20, 2023 President Biden’s son, Hunter Biden, is expected to plead guilty to federal tax crimes (not paying taxes) and illegally possessing …
https://www.youtube.com/watch?v=dsYVIyTMdjQ A car market crash of unprecedented proportions has started to unfold, and the price declines we’ve seen so far in 2023 are nothing compared to what is coming next. According to analysts at UBS and Cox Automotive, an oversupply of vehicles is causing a price war that can trigger a crash much worse than …
Tensions are rapidly rising between Russia, China and the U.S. It's only a matter of time before an incident happens or the economic warfare breaks a financial pillar. https://t.co/2EMgiCsgMP — Financelot (@FinanceLancelot) June 8, 2023 events in the market always happen.. yesterday the bank of canada triggered algos to sell.. macro/geopolitcal events are the first …
Abdicating the parenting throne is a sign of abdicating responsibility and surrendering control to the authorities, which is why we can’t have nice things. via americanmind.org: You had a baby? Look at you—you’re the captain now! Or are you? The words on a poster taped to a teacher’s classroom door at a New Jersey public …
A labor slowdown is plaguing critical West Coast ports as workers refuse to turn up amid labor negotiations – stoking fears of a looming supply chain crisis. Though no strike is currently underway, several major ports along the West Coast, including the Port of Oakland, the Los Angeles Port, and the Port of Long Beach …
Some US banks are preparing to sell off property loans at a discount even when borrowers are up to date on repayments, a sign of their determination to reduce exposure to the teetering commercial real estate market, per FT. — unusual_whales (@unusual_whales) June 6, 2023 Good Morning Everyone! Delinquencies spiked in May on mortgage bonds …
Schools have become Maoist indoctrination camps. pic.twitter.com/9RXgqCEUWz — Laurence Fox (@LozzaFox) April 1, 2023 For decades, progressives have been aggressively informing us that they are devout fans of “diversity” and “multiculturalism.” These words have taken on an almost totemic significance, with “diversity is our strength” becoming a mantra for Canadian lefties. I have my quibbles …