Independent thinking for complex markets and current events
This is the part where bubbles always start lying to people. JPMorgan is literally listing the same warning signs we heard before 2000 and 2008, but everyone shrugs because the word AI sounds magical. When companies are burning insane amounts of cash and promising the future will fix it later, that is not innovation, that …
Mayor Adams announces over 1,000 homeless New Yorkers moved from subways to permanent homes thanks to Subway Safety Plan https://t.co/yL3wWtBzyR pic.twitter.com/MaaFMWwsnS — New York Post (@nypost) August 11, 2025 Over 3,500 homeless New Yorkers have been taken off Big Apple streets and subways and placed in permanent housing since the start of Mayor Eric Adams’ …
Jury acquits Scarborough teen, who claimed self-defence in fatal Toronto school shooting. He told the court he carried a gun*n because his neighbourhood was ‘like Iraq’. Meanwhile, a Vaughan man faced charges for firing a warning shot during a home invasion. Same province. Different outcomes. Toronto Star — A Toronto jury on Friday acquitted a 20-year-old …
"CEOs say that just a fraction of AI initiatives are actually delivering the return on investment they expected," per FORTUNE — unusual_whales (@unusual_whales) May 16, 2025 Executives Are Pouring Money Into AI. So Why Are They Saying It’s Not Paying Off? The general fear of being left behind by missing the boat on AI is …
This time, it’s not the Fed cutting rates buying us time. It’s Trump rolling back tariffs. And now everyone thinks we’re back to normal. But even before the tariff war began, the economy was already soft. In December 2024, we got hit with terrible consumer data. Spending collapsed. That sparked a sharp correction. It was …
People keep saying this housing market is nothing like 2008 and they're fucking right. Its worse. We have worse affordability, worse demographics, more speculation all done at lower interest rates with rising inflation. — Darth Powell (@VladTheInflator) May 11, 2025 pic.twitter.com/ZITWiXCCms — Darth Powell (@VladTheInflator) May 11, 2025 HOLY FUCK! Washington DC home listings are …
Trump: “You better go out and buy stock now. Let me tell you. This country will be like a rocket ship that goes straight up. This is going to be numbers that nobody has ever seen before … “ byu/Equivalent_Baker_773 inWallStreetbetsELITE
“If the U.S. wishes to resolve issues through negotiation, it must face up to the severe negative impacts of its unilateral tariff measures on itself and the world, acknowledge international economic and trade rules, fairness and justice, and the rational voices of all sectors, demonstrate sincerity in negotiations, correct its wrongdoings, and work with China …
Now things start getting interesting. Nasdaq is starting the week off exactly like April 2022. https://t.co/izVTSoaVTJ pic.twitter.com/R8iRpv7exu — Financelot (@FinanceLancelot) May 5, 2025 Another good reason to expect a pullback after the recent run, is that #market #breadth is approaching 90% which is where previous bull runs ended. pic.twitter.com/CvGqz8ZgdR — Lance Roberts (@LanceRoberts) May 5, …
They say it is the future. They say it will change everything. But here we are, staring at a company trading at eighty times its sales with no path in sight to justify it. This is not a minor exaggeration. It is a full-blown hallucination on a national stage. Palantir is not solving world hunger. …
honestly, this is like February 2020 with absolutely no public awareness of what would hit within weeks (bonus – full thread starting Feb 2, 2020 for those who have any interest in watching a profoundly mishandled slow-motion trainwreck day by day: https://t.co/bewiFY9GSg) https://t.co/mbjjD8xGiz pic.twitter.com/OICJraFzlv — John P. Hussman, Ph.D. (@hussmanjp) May 4, 2025 (sigh)Tariffs went …
Back in March, the consensus mkt narrative was that business spending (advertising and corporate travel) was weakening first, while consumers were holding firm. But on earnings, we’re actually seeing B2Bs (esp the B2B Mag 7s) outperform, while consumer names are struggling… — Mr. VIX (@yieldsearcher) May 1, 2025 Couples are cutting wedding budgets and delaying …
The Fed is hopelessly out of touch. Rate hikes, aimed at controlling Biden’s reckless spending, have crushed the private sector. Now, with tariffs thrown into the mix, their late response is nothing short of historic incompetence. Do they even listen to earnings calls? PepsiCo said, “Compared to three months ago, our outlook on consumer sentiment …
It’s hard to get excited about the rally in equities when Dow Transports look like this. 👇🏼 pic.twitter.com/fVnd7juFbL — Kalani o Māui (@MauiBoyMacro) April 25, 2025 🚨US bankruptcies are rising as if there is a CRISIS: 188 US large companies declared bankruptcy in Q1 2025, the most in 15 YEARS. This is up 35% from …
Can we beat the institutional investors like we did in meme stocks? Or we are just the glorified bag holders?? h/t holypally0731
The New Supreme Leader of the World Economic Forum looks exactly like you thought pic.twitter.com/EnMjWCnQAd — Kyle Becker (@kylenabecker) April 22, 2025
IT’S A GOOD START: NPR: Trump’s Plotting to Cut All of Our Funding. What a scoop from NPR. The Trump administration has drafted a memo to Congress outlining its intent to end nearly all federal funding for public media, which includes NPR and PBS, according to a White House official who spoke to NPR. The memo, …
by David Haggith One of my recent warnings was that the US is sliding toward more credit downgrades because the Trump Tariffs are stripping away the one thing essential to the dollar surviving as the global trade currency—TRADE. The big thing that makes the present situation far more precarious for the dollar than any previous situation is that …
by Mike Shedlock Meet Andrew Ferguson, an Elizabeth Warren sound alike. Andrew Ferguson on Price Fixing Ferguson: As we adjust to the new economic order, the FTC will be watching closely to make sure American companies are vigorously competing on prices. These necessary tariffs should not be interpreted as a green light for price fixing …
Inflation at 5% and Waller's saying “we’ll wait it out.” My man’s treating CPI like a bad Wi-Fi signal. — Bossco (@BosscoQuant) April 14, 2025
Earnings season is about to kick off, with notable names like $ASML, $TSM, and $NFLX Which are you looking forward to the most? pic.twitter.com/bYucaF71vu — Investing visuals (@InvestingVisual) April 13, 2025
Famed hedge fund investor Steve Eisman, famous for predicting the 2008 financial crisis, now appears to be two-for-two. In an exclusive interview with Daily Mail, hours before President Donald Trump announced a pause on new global tariff hikes, Eisman said he expected ‘cooler heads to prevail’. At least for the time being, they have. On …
If Trump really wanted to use the threat of tariffs to negotiate deals, he substantially weakened his bargaining position by demonstrating how much damage the U.S. would suffer by imposing them. By floating the Hindenburg of trial balloons, Trump reduced himself to a paper tiger. — Peter Schiff (@PeterSchiff) April 10, 2025 Yesterday's #monster #rally …
Importers for certain will be frozen in a difficult place, usually 20-40% margins. Move too soon, you will have at negative gross 90-120 days out and you can’t even lay people off if business is back to usual. Move too late and you drown in expenses. — Lawrence Chung (@lchung98) April 7, 2025 104% China …
European Central Bank President Christine Lagarde has called for the European Union to break away from dependence on American financial platforms such as Visa, Mastercard, PayPal, and even China’s Alipay. She emphasized the need for Europe to establish its own financial infrastructure under full European control. 🇪🇺 EU Seeks to Ditch U.S. Payment Giants like …
As a Candidate, He Wanted to Ban Congressional Stock Trading. In Office, He Trades Freely. Representative Rob Bresnahan Jr., who campaigned on prohibiting stock trading by members of Congress, has emerged as one of the most active stock traders in the freshman class. Last March, when Rob Bresnahan, Jr., a wealthy business executive, was running …
STEVE BANNON EN FUEGO — THIS IS A WAR, AND IF YOU DON'T TREAT IT LIKE WAR, YOU'RE GONNA GET YOUR ASS KICKED.pic.twitter.com/RXb6uuqs6V — Citizen Free Press (@CitizenFreePres) April 5, 2025 Victor Davis Hanson explains Trump’s tariffs like no one else can. #MAGA pic.twitter.com/hQ9RWxMx6Q — Freyja™ (@FreyjaTarte) April 4, 2025 TREASURY SEC SCOTT BESSENT WITH …
Downward #earnings revisions have been outpacing upward revisions. As you know,we have been stating for quite a while that #estimates were way to high and would have to adjust lower for #economic realities.H/T @sentimentrader pic.twitter.com/rzDVOxozSy — Lance Roberts (@LanceRoberts) March 31, 2025 BofA says trend followers have been ramping up US equity "SHORTS" ahead of …
via WSB: Coreweave is set to launch its IPO tomorrow at $40 per share. Its NVDIA backing sounds promising, but balance sheet constraints and shady collateral backing for massive loans can’t be brushed off. Coreweave managed to skyrocket into the headlines over the past couple of years after solidifying its position as a significant AI …
The Department of Government Efficiency (DOGE) announced it had terminated 113 contracts valued at $4.7 billion Tuesday, including a U.S. Department of Agriculture (USDA) consulting contract for Peru’s climate change activities. “[Tuesday] agencies terminated 113 wasteful contracts with a ceiling value of $4.7B and savings of $3.3B, including a $145K USDA consulting contract for ‘Peru …