Independent thinking for complex markets and current events
Since March 24, 2025, northern China has been battling extreme weather as a massive sandstorm swept through Inner Mongolia, Xinjiang, and Beijing, plunging cities into darkness and suffocating residents in thick dust. Just as people were struggling with hazardous air conditions, a 4.4-magnitude earthquake struck Hebei Province in the early hours of March 26.
New data from Redfin shows that housing inventory in Florida just hit the highest level on record going back to 2012. It’s likely that we’re now at the highest level of inventory back to 2008.
Truflation’s real-time US inflation gauge has moved down to 1.3% – the lowest level since December 2020 byu/RobertBartus inEconomyCharts
Americans are missing their car payments at the highest rate in decades, according to Fitch Ratings data. Why it matters: Car costs, including loans and insurance, have soared in an economy where consumers are showing mounting signs of stress. By the numbers: 6.6% of of subprime auto borrowers were at least 60 days past due on their loans as of January 2025. This is …
Only 20 trillion Yen $JPY in debt. 150 bln $USD, or half GDP of Costa Rica or New Zealand. We live in money illusion world. pic.twitter.com/0ULLL31RYv — Kacper Piotr Kaminski (@Kacper_PK_CH) March 4, 2025 https://twitter.com/leadlagreport/status/1896895309919424582 Don't be alarmed; it gets much worse. pic.twitter.com/GDnjp7VVl1 — The Great Martis (@great_martis) March 3, 2025
On March 2, 2025, extreme weather struck multiple regions in China, with parts of Henan province experiencing heavy rainfall and violent winds, causing road obstructions, vehicle overturns, and significant travel disruptions. Meanwhile, in Yueyang, Hunan, a sudden hailstorm lasted for over an hour, with densely packed hailstones the size of eggs, severely impacting city traffic …
37,000 software licenses for an agency with just 13,000 employees Many software licenses are never used, contributing to waste 2.4 million federal employees, with 4.6 million government-issued credit cards Potential for widespread fraud due to excessive credit cards 22 million deceased individuals still in the Social Security system NEW: Sen. Pete Ricketts says Elon Musk …
Imagine if every governor followed suit—billions in taxpayer dollars saved, bureaucratic bloat slashed, and real efficiency restored. Florida GOP Gov DeSantis announces state DOGE task force Florida’s state DOGE force is based of of the federal agency started by President Donald Trump and led by Elon Musk to cut government spending. Florida GOP Gov. Ron …
Home delistings reached a nine-year high in December after the market was inundated with sellers but not enough buyers. An influx of housing inventory has left homeowners pulling their listings off the market at a high rate as there are not enough buyers to keep up with sellers. Home delistings in December spiked 64% from a …
The Democratic Party has veered so far off course that even its own battle-hardened strategists are throwing up their hands in frustration. Carville spent decades building the party into a political powerhouse, only to watch it implode under the weight of its own delusions. The leadership is now driven by activists who are completely disconnected …
The gold-to-oil ratio just hit its highest level—something that would have sounded like pure fantasy just a few years ago. Mining companies are the ones raking it in right now, and they’re in the driver’s seat as gold prices climb. Gold has surged almost $1,000 an ounce over the last year, while production costs barely …
YTD:$PLTR +47% and to my surprise…$HOOD +42%$RDDT +36% Will Robinhood and Reddit pull their inner Palantir for their earnings Wednesday after hrs? Be fun. — Heisenberg (@Mr_Derivatives) February 8, 2025 $PLTR 569.47 P/E is nothing. AMZN at one point P/E was infinite because it didn’t have E. /s pic.twitter.com/p8yk6RqbQd — Heisenberg (@Mr_Derivatives) February 7, 2025 …
This is not just a blip—it’s a major sign that the Fed’s liquidity lifeline is running out. If you’ve been paying attention, you know that means tighter monetary conditions are on the way. How long can this go on before the system starts to buckle? The Fed may have to pull the emergency brake soon …
"Tariffs are not inflationary" 5-year breakeven rate just surged to its highest level in nearly 2 years. pic.twitter.com/J6KIAhpiY1 — Otavio (Tavi) Costa (@TaviCosta) February 3, 2025 Trump is upset that Europeans aren't buying enough U.S. products. But Americans aren't buying enough U.S. products either; that's why we had a record $1.2 trillion trade deficit in …
Existing-home sales rose 2.2% in December to a seasonally adjusted annual rate of 4.24 million, the strongest pace since February 2024 (4.38 million). Sales grew 9.3% from one year ago, the largest year-over-year gain since June 2021 (+23.0%). The median existing-home sales price progressed 6.0% from December 2023 to $404,400, the 18th consecutive month of …
CBOE Volatility Index $VIX drops to lowest level this year 🚨 pic.twitter.com/4vQP04S7r9 — Barchart (@Barchart) January 22, 2025 The CBOE Volatility Index (VIX) has plummeted to a startling 15.06 on January 21, 2025, marking its lowest level this year. This drastic drop in the market’s “fear gauge” suggests a troubling complacency among investors, who appear …
NEW: Dave Chappelle talks about Diddy’s freak-offs and comes to a hilarious conclusion as to why he was never invited. SNL is finally funny again. Watch until the end. pic.twitter.com/ICgscZMTMO — The Vigilant Fox 🦊 (@VigilantFox) January 19, 2025 Dave Chappelle returned to Saturday Night Live with a message for Donald Trump as he joked …
The Nasdaq 100, adjusted for M2, is now at its DotCom Bubble's level.https://t.co/BUtzqp0w9Y — Value Seeker (@ValueSeeker_) January 17, 2025
Dollar at highest level since 2022 against major currencies. byu/SunAdvanced7940 inwallstreetbets
Did Kamala just tell them to calm down? — Sandy 〽️ (@RightSandy) January 14, 2025
Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the recent moves in the energy market and how Trump’s policies would impact the price of crude oil.
These are the highest I’ve EVER seen them in years… The MMRI is currently at 318.5: https://traderschoice.net/about-traders-choice/ The Modified MMRI is now at 411: https://www.mannarino-market-risk-indicator.com/MMMRI/ These indicators have reliably predicted bank failures over the past few years, so expect more shit to break economically soon followed by another huge inflation increase after the US government …
Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …
US Debt Growing by $1000 billion every 100 days pic.twitter.com/O1UwAch94y — Willem Middelkoop (@wmiddelkoop) December 26, 2024 On the next advancing cycle in gold towards $2,900, I expect senior gold miners GDX test $48 mark. Gold $3,400, GDX to $65. This is my personal view… pic.twitter.com/kr0MTHUkGo — Rashad Hajiyev (@hajiyev_rashad) December 26, 2024 Behold the …
Federal food regulators raised their alarm for recalled eggs sold from Costco stores over possible salmonella exposure, reclassifying the targeted product to their highest risk level. The FDA had previously announced on Nov. 27 that about 10,800 retail units of organic, pasture-raised, 24-count eggs, sold under Costco’s Kirkland Signature brand, were being recalled by New …
1. The thought is the Fed could make homes more affordable by cutting interest rates So far, mortgage rates are doing opposite, and rising instead Why? Because mortgage rates move with the yield on the 10-year Treasury, which has surged this week pic.twitter.com/zk0c3UJi9Y — Michael Burry Stock Tracker ♟ (@burrytracker) December 20, 2024 3. A …
This is interesting: The Walmart Recession Signal has jumped to the highest level since the 2020 pandemic. This is a recession indicator measured by Walmart’s stock price, $WMT, divided by the S&P Global Luxury Index of luxury goods stocks. The gauge has almost doubled this year, as $WMT has risen 83%, while the S&P Global …
The median asking rent fell 0.7% year over year in November to $1,595, dropping 1.1% month over month. The asking price per square foot for rental apartments fell 2.2% year over year to the lowest level since December 2021. Rents dropped across all bedroom counts for the fifth consecutive month. Cleveland recorded the biggest rent …
One of our most legendary @MacroEdgeRes calls to date was our global employment forecast for Canada from March of 2023. — Don Johnson (@DonMiami3) December 10, 2024 Canada is in a silent depression. 🤫🇨🇦 Pay attention to all the clues. 👇🏽 pic.twitter.com/LfpreO8ZnI — EconomicWoes 🤖 (@ManyBeenRinsed) September 14, 2024 Imagine dropping 1.8M on a house …
