Spending slows down, layoffs speed up. Bonds are setting up the ultimate catch-up trade. All the hard data that feeds bonds is looking great (oil prices, housing data, growth data).

And now, it is showing up in the hard data. Credit card transactions began falling in a highly unseasonal manner in the last week of April. Spending slows down, layoffs speed up. It’s just that simple. pic.twitter.com/I7zBVDie5u — Spencer Hakimian (@SpencerHakimian) May 5, 2025 Bonds are setting up the ultimate …

READ MORE

Trump is looking to make chip exporting even tighter.

Nvidia (NVDA) stock fell as much as 4% Wednesday as news from Wall Street and Washington spurred fears of moderating AI demand and tightening chip trade rules from the Trump administration. Nvidia customer Super Micro Computer (SMCI), which makes servers using Nvidia’s designs to sell to data center operators and …

READ MORE

Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. Your last chance to get out?

Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. pic.twitter.com/AZa9egjraK — Peter Berezin (@PeterBerezinBCA) April 9, 2025 Let me get this straight, every other country said they were willing to negotiate with Trump and reduce their tariffs to ZERO, so Trump put …

READ MORE

Kamala Harris tells her 79 million followers that they must “fight” against unelected billionaires looking to destroy America

But she is an unelected billionaire. Today in every state across our nation, Americans are standing up to the administration as they implement Project 2025 at full speed. Thank you for using your voices and the power of protest to stand for Social Security, Medicare, and Medicaid; for the Department …

READ MORE

Not looking good…

Bitcoin is a great indicator for investors “appetite for risk”. If it continues to slump Sunday night Monday’s market could be ugly https://t.co/HtWNMuMWlg — QE Infinity (@StealthQE4) March 30, 2025

The 30-year yield hits 15-year high, pressuring US sustainability significantly. Gold is looking really strong and may soon break out of its triangle pattern.

This is arguably one of the most critical macro developments unfolding today. Even when adjusted for inflation, the 30-year yield has reached its highest level in 15 years. The US cannot sustain this for long, in my opinion. It will need either higher inflation or a… pic.twitter.com/CBshI3xGwd — Otavio (Tavi) Costa (@TaviCosta) January …

READ MORE

Panic selling has returned. Global yields looking ominous. Europe and China in serious trouble.

In the week ending December 18th, on Wednesday when the Fed cut rates, panic selling returned. Large-cap funds saw $20.9 billion of outflows, ending a 6-week streak of inflows. Outflows in small-cap, multi-cap and mid-cap funds were $5.4 billion, $3.9 billion and $2.9 billion. pic.twitter.com/q0etlJoGlq — The Kobeissi Letter (@KobeissiLetter) …

READ MORE

People think the yield curve is broken as a recession indicator. People are dumb. The recession kicks off AFTER the curve UNINVERTS. So 2025 is looking bad.

Conference Board: the leading economic index rose in Nov for the 1st time in over 2 years and now no longer signals an impending recession; the increase (which immediately followed the presidential election) was driven mostly by surging equity prices: pic.twitter.com/xqKrZuBtvi — E.J. Antoni, Ph.D. (@RealEJAntoni) December 20, 2024 h/t …

READ MORE

I’M LOOKING FORWARD TO A FUN FOUR YEARS

“Putting Mr. Musk in a position to influence billions of dollars of government contracts… without a stringent conflict of interest agreement in place is an invitation for corruption on a scale not seen in our lifetimes,” Warren said. Read more: https://t.co/4Bv1eJXDlR — unusual_whales (@unusual_whales) December 17, 2024 Lmao. The person …

READ MORE

81% demand federal government downsizing. Elon Musk is looking for DOGE cuts. Rand Paul’s “Festivus” report has caught his eye!

81% of voters want to shrink the federal government 🤯 Considering 15% of voters *work* for government, that means roughly everybody else wants it to shrink. https://t.co/fsfieL5m9J pic.twitter.com/eQjeSxJips — Peter St Onge, Ph.D. (@profstonge) November 15, 2024 The U.S. National Institutes of Health spent $442,340 to study the behavior of …

READ MORE

Texas is looking very red this year… Is California turning red?

Ouch… pic.twitter.com/F9ycD4gdhV — @amuse (@amuse) November 8, 2024 Tuesday’s elections in California will have been difficult for Democrats to stomach. A staggering 40% of Californians voted for Donald Trump, with Republicans leading in several of the most competitive house districts. Even in San Francisco, the uber-progressive mayor London Breed has been voted out. …

READ MORE

Apple and Samsung Allegedly Looking to Buy Intel

As smartphone manufacturers continue to insist upon slimmer phones which are still faster than their predecessors the importance of chipset thickness becomes paramount. Which is why it’s not surprising that reports from inside the industry allege that both Apple and Samsung have now set their sights on Intel. Current modern …

READ MORE

LOOKING POOR Can Be Your BEST DECISION

In this video, I’ll discuss the counterintuitive concept of why looking poor might be the smartest decision you’ll ever make. Let’s look into both psychological and logical reasons why flaunting wealth can be more of a liability than an asset. From avoiding unwanted attention from lawyers and gold diggers to …

READ MORE

Gold Price Looking Explosive For Two Big Reasons

Recently, investors have realized that bad economic news is in fact bad news, and the global financial system is reeling. Here’s what happens next… From Peter Reagan at Birch Gold Group | Reading time: 8 minutes Key Takeaways Gold prices remain at near-record levels, trading at $2,450, despite some skepticism earlier in …

READ MORE

Justice Alito tells democrats and media clowns to shove it. Here’s looking at you, Dickie Durbin. ‘I will not recuse from either case involving President Trump.’

The conservative justice sent letters to Congress in response to requests that he recuse himself in two pending cases involving Trump and Jan. 6. WASHINGTON — Conservative Supreme Court Justice Samuel Alito declined Wednesday to step aside from two pending cases relating to former President Donald Trump and the Jan. …

READ MORE

It’s not looking great is it…

After a nice start to the year, European Stocks have slipped by as much as 4.3% (Deutsche Bank) due to US commercial real estate market exposure It's not looking great is it… pic.twitter.com/m9tWNNMo8s — Longview Economics (@Lvieweconomics) February 7, 2024

Looking forward to universities going bankrupt

“STOP GOING UNTIL WE FIGURE IT OUT” Canada is finally figuring it out that we have sham universities. I noticed this in 2010! International students poured in, and they struggled to speak and write in English. They let anyone in, and the education was sloppy and pointless. I was waiting patiently to …

READ MORE