Independent thinking for complex markets and current events
Canada has updated the LGBTQ acronym to MMIWG2SLGBTQQIA+. That stands for Missing and Murdered Indigenous Women, Girls, and Two-Spirit, Lesbian, Gay, Bisexual, Transgender, Queer, Questioning, Intersex, and Asexual. Yes, really. I'm not joking. I wish I was. — Joey Mannarino 🇺🇸 (@JoeyMannarino) April 9, 2026 “MMIWG2SLGBTQQIA+” The Canadian government just dropped this absolute monstrosity (and …
Energy stocks are making history: The US Energy Select Sector Index has gained for 14 consecutive weeks, the longest streak on record. The index has rallied +43% over that stretch byu/RobertBartus inEconomyCharts
Michael Saylor has officially pushed his total Bitcoin holdings to 713,502 coins with an aggregate purchase price of over $54 billion, but his average cost basis now sits at $76,052 per coin. With Bitcoin currently testing the $75,000 range, his entire strategy is technically underwater, and the inflation-adjusted loss is a staggering blow to his …
When CAPEX history meets nosebleed valuations, the only direction for risk is down. “What lower short term rates have done is keep stock prices elevated & valuations stretched. That distortion shows up clearly in the data. The $SPY currently trades near ~25× forward earnings, well above its long-term median closer to ~16×” FULL ANALYSIS BELOW! …
https://twitter.com/charliebilello/status/1984639422055289179 Foreign investors selling U.S. treasuries fast — deficit ballooning, Fed cutting, BRICS pushing gold-backed rival. Confidence fading.
A baby boy was born in Ohio from an embryo frozen for over 30 years. This is believed to be the longest time an embryo has been stored before birth. The embryo was kept frozen since the early 1990s. Dr. Emily Foster, a fertility expert, said, “This case shows that embryos can remain viable for …
In Somerset, England, a 9,000-year-old skeleton pulled from the limestone depths of Cheddar Gorge has been genetically matched to a living man named Adrian Targett. He’s 42. Teaches history. Lives less than a mile from the cave. And carries the same mitochondrial DNA as the Mesolithic hunter-gatherer now known as Cheddar Man. The match was …
1994-1995 period the only time the US managed to achieve a soft landing. h/t RobertBartus h/t RobertBartus
As said before: German economy is and has been strongly focused on export. Currently Germany is losing two of his three biggest export markets (USA and China) while the latter also became a huge competitor on international markets in the last two decades… What else should happen to German economy under these circumstances? Especially since …
by MarkusEF Feb 10 Day 16 update (Investopedia): https://www.investopedia.com/meta-stock-record-16-session-winning-streak-8788971 Trillion dollar / Big Tech longest streaks as of Feb 7 (WSJ): https://www.wsj.com/livecoverage/jobs-report-stock-market-today-dow-nasdaq-sp500-02-07-2025/card/meta-stock-extends-winning-streak-to-15-sessions-EkYgAX2FQc5YFmfZWlN1 My analysis: Earnings were reported on January 29, the 8th day of this streak. They did beat expectations, and beat by a lot. However, CONSECUTIVE multi-day post-earnings streaks historically don’t tend to last, since all …
by confoundedinterest17 Was Freddie King correct? Is the US economy going down?? The US Treasury yield curve (10Y-2Y) has inverted to the positive side after a prolonged NEGATIVE inversion (from July 6, 2022 to Sept 5, 2024) marking the longest period of negative inversion since August 18, 1978 – May 1, 1980. Each negative inversion was …
The US bond market has been in a drawdown for over 52 months, by far the longest in history. Video: https://t.co/PlZ0poWqfU pic.twitter.com/a948poplO9 — Charlie Bilello (@charliebilello) December 27, 2024 The US Bond Market has now been in a drawdown for 53 months, by far the longest in history.https://t.co/l5IYmkf6Ih pic.twitter.com/bGFIn2cMFW — Charlie Bilello (@charliebilello) January 1, …
https://x.com/TruNorthAdvice/status/1852330810516406334
Warren Buffett’s longest held stocks byu/ChampionshipUsed9855 inu_ChampionshipUsed9855
The Shelter Consumer Price Index (CPI) has indeed increased by 5.2%, marking the 29th consecutive month of housing inflation above 5%. This is the longest period of elevated housing inflation since the early 1980s. Rising shelter costs continue to be a significant factor in overall inflation, impacting affordability for many households. h/t Perfect_Alarm_2141
We are now in the longest yield curve inversion on record without a recession. byu/nobjos inwallstreetbets
This means that the yield on the 2-year Treasury note is higher than that on the 10-year Treasury bond, which is unusual and often seen as a predictor of economic recession. An extended yield curve inversion suggests that investors expect slower economic growth and potentially lower interest rates in the future, indicating a lack of …
The S&P 500 has gone 377 days without a 2.05% sell-off. That’s the longest stretch for the benchmark since the great financial crisis, according to FactSet data compiled by CNBC. This market lull comes as investors pile into megacap tech stocks, such as Nvidia, amid bets that artificial intelligence will boost profits. Wall Street’s climb …
For the 38th consecutive month, CPI came in above 3%. That’s the longest period of high inflation since the late 1980s to early 1990s. byu/Perfect_Alarm_2141 ineconomicCollapse The Consumer Price Index (CPI) has been on the rise. As of April 2024, the CPI in the United States has been consistently above 3% for 38 consecutive months. …
The SPY (S&P 500) ETF has surged with a nine-day winning streak, marking its longest stretch to a new high since 2020. Despite economic concerns signaled by the Citi US economic surprise index, the S&P 500 approaches record highs. In a surprising twist, bad news appears to be driving market optimism, with Goldman earnings estimates …
The USA is currently experiencing the longest and steepest yield curve inversion in recorded history between the 10-year Treasury Note and 3-month Treasury Bill. Historical data shows that such inversions have preceded economic recessions. The prolonged inversion is seen as “smart money” signaling skepticism about the Federal Reserve’s narrative on inflation. This skepticism raises questions …
BREAKING 🚨: Starbucks$SBUX declined for a 12th consecutive trading day, the longest losing streak in the stock's history dating back to 1992 pic.twitter.com/jLbtyvugHf — Barchart (@Barchart) December 5, 2023
Russia has on Friday announced its Sarmat ICBMs are on “combat duty”. RIA has quoted the head of the country’s space agency Roscosmos, Yuri Borisov, to confirm: “the Sarmat strategic complex has been put on combat duty.” The nuclear-capable Sarmat intercontinental ballistic missile system was previously touted by President Putin as being capable hitting “any …
Per BofA/Zerohedge, it has never been cheaper to hedge.https://t.co/sVqJwRsKyE Nominal hedges are cheap but from a portfolio performance perspective hedging is VERY expensive in this melt-up. And, it's not their money. Therefore they're the longest since the top. pic.twitter.com/GVOe2QkJo3 — Mac10 (@SuburbanDrone) July 27, 2023 How do you keep up with a market led by …
MARKET SNAPSHOT The Dow Jones Industrial Average finished Monday with an 11th straight day of advances, as investors used the lack of a long-awaited recession to drive up equities ahead of a Federal Reserve rate decision and busy week of corporate earnings. What happened The Dow Jones Industrial Average finished up by 183.55 points, or …
Hunters capture longest Burmese python ever recorded near Naples. The 19' python was caught in the Big Cypress National Preserve. pic.twitter.com/vIlOqiWzYh — The Beach From Florida (@BeachFrmFL) July 13, 2023 The longest Burmese python caught in Florida has been documented. Watch full video here: https://t.co/xVNblFVT2d pic.twitter.com/XEd15wljqH — Conservancy of SWFL (@ConservancySWFL) July 13, 2023
by confoundedinterest17 Sweet Home Chicago? After the unexpected resurgence in April, Chicago PMI plunged in May from 48.6 to 40.4 (against expectations of 47.3). That is the ninth straight month below 50 (in contraction)… Source: Bloomberg That is the longest streak of prints in ‘contraction’ since the Great Financial Crisis. Under the hood, none of …