A hub for independent voices and hard truths
M2 is contracting at the deepest level. EVER. pic.twitter.com/1IKob2FD4T — Bravos Research (@bravosresearch) September 21, 2023 More Respect the Lag 👇 pic.twitter.com/P1eXuhBN01 — Win Smart, CFA (@WinfieldSmart) September 21, 2023 You can see the Bear 🐻 Market bounces in the red line 👇 Or, last year was the bottom. I'm …
Record-High Household Debt: The fact that household debt in the U.S. has reached $17.1 trillion is alarming. High levels of household debt can strain individuals and families, making it difficult for them to manage their finances and save for the future. Mortgage Debt: The record $12.0 trillion in mortgage debt …
via forbes: At least two more European countries have requested examinations of Apple products—or suggested they be removed from shelves—after French regulators pulled some products, including the iPhone 12, from the market over the levels of electromagnetic wave emission, which Apple maintains is within the legal limits. Key Takeaways German …
Makes sense, with the acceleration in credit card defaults hitting levels higher than even the 2008 Financial Crisis pic.twitter.com/AA0i4w9S97 — Bravos Research (@bravosresearch) September 12, 2023 BREAKING: Delinquency rates among credit cards issued by smaller banks are the highest on record, per Apollo Group. — unusual_whales (@unusual_whales) September 12, 2023 …
President Donald J. Trump steps out to greet Iowa State University students. pic.twitter.com/oGXwddZqfM — RSBN 🇺🇸 (@RSBNetwork) September 9, 2023 https://twitter.com/_/status/1700585475675766896 https://twitter.com/_/status/1700585298223133116 Trump has never been more popular and loved as he is right now. The witch hunt is backfiring. — Catturd ™ (@catturd2) September 9, 2023 How many videos …
by confoundedinterest17 Bidenomics is forcing Americans to live hand to mouth. Or as Lou Chrisite sang, “Lightning Strikes …. Americans” leaving them worse off under Bidenomics. The cost of living has been soaring, and our standard of living has been steadily going down. Coping with inflation is tough for American households where consumer …
The equity risk premium (ERP) is at the lowest level since 2006 Indicating that stocks are very expensive relative to bonds pic.twitter.com/5tysUfs1Hy — Bravos Research (@bravosresearch) September 4, 2023 This ratio hit levels comparable to the Dot Com bubble We all know how it ended back then… pic.twitter.com/gb9Uzm7MPj — Bravos …
Global stock markets peaked a month ago at the end of July. Then fell for the first three weeks of August. Today, Nasdaq breadth was strongest since the market top. September will be hell. pic.twitter.com/FST2UcLsci — Mac10 (@SuburbanDrone) August 30, 2023 The FDIC is literally using the same script as …
1. Adjusting for inflation, home prices are up 118% since 1965, while median household income has increased by just 15%. (2/9) pic.twitter.com/NeogOIDjIu — The Kobeissi Letter (@KobeissiLetter) August 21, 2023 Worrying Sign Not Seen Since the Great Recession: Mortgage Rates Could Hit 8% Mortgage rates exceeding 7% are straining the …
For the first time in history, the median monthly mortgage payment is nearing $3000/month. Mortgage rates are now at their highest since 2002. Inflation has made many basic necessities into unaffordable things. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) August 20, 2023 …
by confoundedinterest17 Well, its now August 2023 and US Industrial Production for July increased … to 2007 levels. This comes after the massive spending out of Washington DC and massive Federal Rerserve stimulus. Is that all there is?? US Industrial Production is DOWN -0.23% YoY while up slightly in MoM …
https://www.youtube.com/watch?v=YTgLGZsvrOo If you live in America, are you seeing rent prices go up or down in your area this year? Despite recent claims that rent price growth is cooling down, new surveys just published by the Harvard Joint Center for Housing Studies and Freddie Mac found that the majority of …
by DesmondMilesDant Only thing left is Student loan (start sept) and Mortgages (start once you lose your job next yr)
Full 20 min interview : (26) Bill Gross on Bond Yields, Regional Banks, Opportunities – YouTube h/t DesmondMilesDant
Energy stocks are only 5% away from recent highs. If historical correlations matter, it is hard to believe oil won't follow the same path. That alone would imply a 48% return from its current levels. As a crucial contributor to inflation, rising energy costs could have a… pic.twitter.com/fBZ60dhWlO — Otavio …
On Wednesday, the Thai Rice Exporters Association revealed that the price of Thai white rice 5% broken, a key Asian benchmark, reached the highest level since Great Financial Crisis. This surge is mainly attributed to increasing fears of a global shortage due to the damaging effects of the El Nino …
Since the debt ceiling crisis, the US has already added nearly $1.5 trillion in debt. Meanwhile, tax receipts are down sharply this year. We are spending more and making less, a recipe for disaster. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) August …
by confoundedinterest17 I wonder which season the US economy is in, according to President “Chance the Gardener” Biden. If you believe the recovery talk (from the reckless Covid economic and school shutdowns of 2020), all is well in the (economic) garden. For example, M2 Money Velocity (GDP/M2), is almost back …
Rail traffic is down sharply year over year and down even further from 2021. pic.twitter.com/npvGbB4sCB — Don Johnson (@DonMiami3) August 4, 2023 Shipping giant Maersk warns of sharp slowdown in global trade as it reports profit plunge The world’s second-largest shipping company, often seen as a bellwether for global trade, …
Animated: Global Debt Projections (2005-2027P) 💳️https://t.co/8XFqKNQowE pic.twitter.com/v4lUyCxnDE — Visual Capitalist (@VisualCap) August 1, 2023 In 1971, global debt was a “mere” $4 trillion. In 2023 global debt is $325T excluding derivatives. How much longer can this debt bubble go? 🚨 pic.twitter.com/jJbSMdWH7h — Wall Street Mav (@WallStreetMav) August 2, 2023 The core …
https://www.youtube.com/watch?v=91gXUl1E-Sc Have you noticed that delivery delays are becoming a lot more frequent recently? That’s because a new set of supply chain disruptions are impacting the shipping and trucking industry right now. Both maritime and road transportation companies are facing labor and capacity issues, increased costs, and bankruptcies in recent …
New ApartmentList data dropped The United States hit the HIGHEST average vacancy rate since they started tracking data in 2017 with the following metros hitting 6+ year highs: pic.twitter.com/8xqVfGyKef — Darth Powell (@VladTheInflator) August 2, 2023 “Similar to 2007 levels” for real estate sales volume. https://t.co/fk6JHQPSfS — Don Johnson (@DonMiami3) …
The European Central Bank just raised rates for the 9th consecutive time Inflation in Europe is still 5.5% Rates are now at a 23-year high in Europe: pic.twitter.com/YSpUeBSw1H — Genevieve Roch-Decter, CFA (@GRDecter) July 27, 2023 Business credit conditions in the EU at 2008 levels ⚠️ pic.twitter.com/uH6x9eiT1E — Longview Economics …
via Alex Kimani: The global energy crisis triggered by Russia’s war in Ukraine exposed Europe’s extreme vulnerability due to the continent’s over-reliance on Russian energy commodities, especially natural gas. Europe responded with overkill, with the continent managing to store so much gas that it emerged from the last winter season …
via naturalnews: Rates of car insurance have hit highest levels in the past 30 years as cost of claims soared since the pandemic, due to more accidents, higher repair costs, bigger medical bills and increased litigation. The Wall Street Journal reported that many insurers have experienced significant losses over the last few years, which only means that …
https://www.youtube.com/watch?v=qiJhi3vAv4Y The majority of U.S. renters are in danger of losing their homes this year without even knowing about the risks they’re facing. At this point, protection programs have expired, prices have ballooned and the number of evictions is rising at an alarming pace all over the country. In many …
Consumers face challenges. If banks borrow short and lend long, then a large % of their payments dries up, how do they pay back their lenders in full? (they don't) That eventuality is only growing larger: pic.twitter.com/N96oHRwUBG — Joe Consorti (@JoeConsorti) July 13, 2023 University of Michigan consumer sentiment is …
DXY has broken down to new 52-week lows Reaching levels seen in April 2022 pic.twitter.com/HYpmPEae0s — Bravos Research (@bravosresearch) July 13, 2023 The US Dollar Index, $DXY, is now trading below 100.00 for the first time in 15 months. Markets may finally be buying the narrative that inflation is falling. …
Interest rates are at levels comparable to that seen during the Financial Crisis Tight monetary policy is going to be a major headwind for the economy in H2 2023 pic.twitter.com/i7eXcI5Lxf — Bravos Research (@bravosresearch) July 12, 2023 This is the first S&P 500 new (52 week) high that is not …
