Independent thinking for complex markets and current events
Something ominous is brewing. — The Great Martis (@great_martis) March 16, 2025 Monday: (Shoutout to Seeking Alpha for making this part of the catalyst watch) pic.twitter.com/fksCDbDsQq — Evan (@StockMKTNewz) March 16, 2025 Thursday & Friday: pic.twitter.com/aw2hOXzlR3 — Evan (@StockMKTNewz) March 16, 2025 Late night futures check Slowly deteriorating throughout the night. Buckle up pic.twitter.com/6ookbcYJX3 — …
‼️The Bank of Japan is set to hike rates next week: Market showed on Friday as much as a 99% chance of a rate raise by the Bank of Japan at its January 23-24 meeting. Probability has risen two-fold over the last week. This comes after Bank of Japan Governor Kazuo Ueda… pic.twitter.com/5FsQF4qRUN — Global …
I can do this ALL DAY in CPG. The consumer is dead pic.twitter.com/5vRBTU6sKF — USA Divides by 32 (@sabregold19991) January 8, 2025 Consumer revolving credit in the US just fell off of a cliff. The last 6-month drop is even larger than the drop seen in 2008, 2nd largest behind 2020. What is happening here? …
1/ Mortgage Meltdown Incoming? The share of 🇨🇦 mortgages in arrears (90+ days overdue) has jumped 50% since hitting historic lows. The latest rate of 0.21% might seem small, but here’s why it’s a ticking time bomb for the housing market. pic.twitter.com/ZPhxPWHTQF — Shazi (@ShaziGoalie) January 4, 2025 3/ For context, the number of mortgages …
MicroStategy down 20% this past month… pic.twitter.com/gktBF4BlHF — Love♡Peace 💯 (@EricHar82699093) December 30, 2024 JUST IN: MicroStrategy stock, $MSTR, has now plummeted nearly -50% from its all time high seen 1 month ago. pic.twitter.com/k6PrRuqyTr — Jacob King (@JacobKinge) December 30, 2024 Unpopular truth: Bitcoin is a massive bubble, sustained by fraud, and when it collapses, …
Schedule for deceitful q4 reporting/ 2024 :$C Jan 15th $GS Jan 15th $JPM Jan 15th$WFC Jan 15th$BAC Jan 16th — Meyers.™ (@Meyers__MD) December 26, 2024 Trump is being handed a ticking time bomb. Janet Yellen has left his administration with $7 trillion of debt to refinance in 2025 alone. This comes as the 10yr bond …
Michael Saylor is freaking out right now because when Bitcoin drops, non-recourse lenders are entitled to the collateral (Bitcoin). In this case, unless Saylor was able to massively dilute his shares to raise capital the lenders would simply take all of $MSTR's Bitcoin. https://t.co/d5Te7WktJZ pic.twitter.com/44WSSPgdSe — Financelot (@FinanceLancelot) December 25, 2024 Yeah he's lying. Non-recourse …
We explained the property bubble in China and its many negative implications in 7 episodes here… 2/2https://t.co/43I3QXuRVQ — Alexander Stahel 🌻 (@BurggrabenH) December 23, 2024 ⚠️ JUST IN: *CHINA CENTRAL BANK INJECTS 109.6 BILLION YUAN VIA 7-DAY REVERSE REPOS AT 1.50%: STATEMENT 🇨🇳🇨🇳 pic.twitter.com/PxOkJ2acfp — Investing.com (@Investingcom) December 23, 2024 ⚠️CHINA'S REAL ESTATE CRISIS HAS …
Paris and London are considering deploying French and British troops along the demarcation line between Russia and Ukraine to monitor adherence to a ceasefire that may be achieved through negotiations, Radio Liberty reported, citing a high-ranking NATO official. According to Radio Liberty, various options are being considered in Paris and London that could be proposed …
$MSTR’s market cap now surpasses $NEM and $GOLD combined. This is insane. $MSTR's market capitalization now exceeds the combined market caps of $NEM and $GOLD, the two largest gold mining companies in the world. I wonder how much longer it will take before MSTR's market cap exceeds the capitalization of the entire gold mining industry! …
Steve Madden’s CEO said the company will reduce the goods it imports from China by as much as 45% over the next year. On the campaign trail, President-elect Donald Trump said he would impose a 10% to 20% tariff on all imports, with tariffs as high as 60% to 100% on goods from China. Other …
The number of US bankruptcy filings of big companies reached 512 in 2024 through September, the 2nd largest 2010 – only 6 below 2020. Dow jones Update✍️ End game nearing. 2025 ain't gunna be pretty. Market will exhaust all avenues to gather as much of cattle possible before it heads to the abattoir. Who's prepared? …
Companies import early, shift goods to West Coast, use pricey flights to avoid strike ILA union and US Maritime Alliance at impasse over pay, risking supply chain disruptions Economists estimate strikes could reduce payrolls growth by 100,000 jobs if prolonged LOS ANGELES/NEW YORK, Sept 25 (Reuters) – U.S. companies that rely on East and Gulf …
Teamsters members heavily favor Trump over Harris ahead of union endorsement decision The union said it expects to announce whether to endorse either candidate later in the day, but General President Sean O’Brien said earlier this week the polling of its membership would be a key consideration. Former President Donald Trump leads Vice President Kamala …
I now predict something that is not priced into ANY Wall Street earnings model: A secular Tech recession. I base this on the fact that the Cloud outsourcing bubble that began during the pandemic is now four years old and encompasses the last manic AI melt-up phase. Which will… pic.twitter.com/8Bbv8hmzj9 — Mac10 (@SuburbanDrone) August 13, …
Japan's population is collapsing. In the past year Japan lost nearly a million people as fertility falls to a record 1.2 children per woman. At that pace, if you start with 100 million people, after 3 generations you're down to just 20 million. The factors driving Japan's… pic.twitter.com/LrVA3AYvgY — Peter St Onge, Ph.D. (@profstonge) July …
https://www.youtube.com/watch?v=ML-lzx9BHUg
by herbanoutfitter 2009 was bad but this time around it won’t just be mortgages—EVERYTHING is overleveraged. Consumer loans including credit cards, mortgages, car loans, small business loans, corporate loans, private credit instruments. When interest rates were low, that worked fine. Decent returns for low volatility. But now inflation is still not at target and higher …
(Bloomberg) — The US Supreme Court signaled it will take the unusual step of extending its term into July as it finishes work on about a dozen cases, including Donald Trump’s bid for immunity from prosecution for attempting to overturn his 2020 election loss. The court, which had already scheduled Wednesday as an opinion day …
The yen seems to be slipping again. How long until the plunge protection team springs into action? pic.twitter.com/vqqqzfvCaw — Plumb Mad🇷🇺 (@Jimstonewall) June 18, 2024 また始まった🥲🤷🏻♂️ $JPY https://t.co/XcPGgy52CD — JustDario 🏊♂️ (@DarioCpx) June 18, 2024 🚨BREAKING: #Norinchukin loss for 2024 fiscal year expected to increase from ~7bn$ to ~9.5bn$ This number is aligned with the …
Recent economic updates from the U.S. paint a bleak picture, stirring deep unease among investors. The latest indicators, including the sharp decline in the Bloomberg Economic Surprise Index, signal a worrisome underperformance reminiscent of the tumultuous trends observed in 2019. This downturn in economic sentiment comes at a precarious moment, with all eyes fixed on …
This is nothing short of a crisis for young Americans. The staggering increase in debt levels among Gen Z, coupled with stagnant earnings, paints a grim picture of financial stability for the next generation. It’s alarming to see that despite earning less, they’re saddled with significantly more debt than Millennials were a decade ago. With …
Social Security funds are projected to run out by 2035, with 83% of benefits payable after depletion if Congress doesn’t act sooner. This raises questions about the program’s sustainability and efficacy. BREAKING: Funds for Social Security are now projected to run out in 2035. This is according to the annual trustees’ report released on Monday. …
With fund managers reaching their highest bullish sentiment since January 2022 and cash levels dropping close to the contrarian sell signal, coupled with the Financial Stability Board’s advice to hedge funds to increase liquidity for market shocks, there are indications of an impending market reversal. Fund Managers are the most bullish on stocks since January …
🍿POPCORN ALERT 🍿#JustDarioDaily ⚠️IS IT FINALLY $VIX SHOWTIME?👀 TL;DR: we discussed a lot about the risks of a “Volmageddon” to strike again, potentially much harder than in 2018. Is this about to happen? Full article in link👇🏻https://t.co/GeO8sjKbFa — JustDario 🏊♂️ (@DarioCpx) April 5, 2024 Banks don't keep all their cash in a vault – they …
California restaurants are reportedly laying off staff and reducing hours for other team members in an effort to cut costs ahead of a California state law taking effect on April 1 that will raise fast-food workers’ hourly wage to $20. In the months leading up to the wage mandate, California eateries, particularly pizza joints, have …
Why do you lie?!? pic.twitter.com/9ZdDmzc7Iu — Southern FFA Family (@FFAFamily) March 15, 2024 In a pivotal moment at the Capitol, Rep. Dan Crenshaw’s stance on granting Joe Biden power to suppress dissenting voices sends shockwaves through the journalistic community. His denial of U.S. intel agencies’ influence over domestic news coverage raises alarms, highlighting the looming …
Hold on tight, because the global financial landscape might be on the brink of a seismic shift! Brace yourself for a wave of emerging market sovereign defaults – yes, a wave! We’re talking about countries deciding they’re just not that into paying back their debts anymore. It’s like a financial version of ghosting, but with …
BREAKING: House Republicans are taking a 2-week vacation in the midst of a national security threat and a mass shooting as yet another government shutdown looms. https://t.co/ZlvcNUsJOQ — MeidasTouch (@MeidasTouch) February 14, 2024 And with that, the House will be done for the week by 2:30 p.m. tomorrow. Gone until Feb. 28. Shutdown March 1. …
