Independent thinking for complex markets and current events
CPI 0.2% M/M, Exp. 0.3%CPI Core 0.2% M/M, Exp. 0.3% CPI 3.0% Y/Y, Exp. 3.1%, CPI Core 4.8% Y/Y, Exp. 5.0% — zerohedge (@zerohedge) July 12, 2023 The Fed’s inflation job is not done yet Despite headline inflation trending lower, sticky inflation is still at levels last seen in 1982 pic.twitter.com/Hk51pNGs2B — Bravos Research (@bravosresearch) …
“We’re now at an average 62% chance of a recession by May 2024” The probability of a recession has skyrocketed to levels last seen in the 1980s We’re now at an average 62% chance of a recession by May 2024 pic.twitter.com/gDXIzvtP56 — Bravos Research (@bravosresearch) June 28, 2023 ‘Greatest Economic Reset In Our Lifetime’ Is …
“The last three recessions occurred when this proxy measure was at or near its lowest levels. The current reading is at or below any spread since at least 1998. Couple poor profit potential with fleeing deposits, and the banks’ ability or profit motivation to lend is minimal.” The last three recessions occurred when this proxy …
by confoundedinterest17 It is truly a Fed Inferno! Money supply growth fell again in April from Jerome Powell And The Fed, plummeting further into negative territory after turning negative in November 2022 for the first time in twenty-eight years. April’s drop continues a steep downward trend from the unprecedented highs experienced during much of the past …
by Penny1974 Do you honestly think Hunter’s case was handled the same as if it were you or me? Do you honestly believe there weren’t backroom talks with the prosecutor to plea down the charges? “Trumps” prosecutor, like everyone hired under the Trump administration is taking orders directly from him? JUST IN: Biden BUSTED meeting …
PEG ratio measures what investors are willing to pay for a company's earnings growth — Bravos Research (@bravosresearch) June 19, 2023 Apple $AAPL made a new all-time high last week and is now just over 3.1% away from a $3 trillion market cap. pic.twitter.com/HgLmSUskG9 — Bespoke (@bespokeinvest) June 19, 2023 Current short interest on big …
Hedge funds are continuing to bet against short-dated Treasuries, extending their record selling streak as wagers mount that the Federal Reserve’s tightening cycle is far from over. https://t.co/98PnJfM6c7 pic.twitter.com/fFQVUQb7Hp — Mo Hossain (@MoHossain) June 12, 2023 🚩 Deutsche Bank expects an imminent default wave, with a peak in the fourth quarter of 2024. It forecasts …
Investor surveys, put/call ratios, sentiment gauges and fund-manager positioning data all point to sky-high levels of bullish sentiment + a lot of FOMO buying in tech. It's pretty rare to see all of them sending the same message at once. pic.twitter.com/VnuCo8uQzd — Eric Jhonsa (@EricJhonsa) June 8, 2023 This ratio is now at levels last …
The Biden administration learned from a close ally that Ukraine had planned a covert attack on the Nord Stream pipeline. via washingtonpost: Three months before saboteurs bombed the Nord Stream natural gas pipeline, the Biden administration learned from a close ally that the Ukrainian military had planned a covert attack on the undersea network, using …
https://kingworldnews.com/the-world-is-about-to-see-serious-deflation-followed-by-massive-inflationary-money-printing/ Powell can re-define recessions with words, but despite his double speak, he too knows that a recession is already underway. As for recessions, the data is equally abundant that those rising rates tend to correlate directly with recessions, both soft and hard Source: https://kingworldnews.com/the-world-is-about-to-see-serious-deflation-followed-by-massive-inflationary-money-printing/ h/t BoatSurfer600
https://www.youtube.com/watch?v=GsJo-iqhgNQ 90% of Americans say that owning a home is a key part of the American dream. But today, more than half of them believe they will never own their dream home, and about 70% of U.S. households can’t afford the average-priced home, especially when considering that mortgage rates have more than doubled since 2020. …