Credit spreads spike while S&P barely moves, history says bear markets follow. Investors have rotated into cash at the fastest rate since the COVID-19 pandemic. “Buy the first pullback after a new high, sell the first rally after a new low.”

The bond market is getting twitchy. Over the past 20 years, when credit spreads blew out but the S&P 500 wasn't even beyond a pullback yet, it was 3-for-3 in bear markets. h/t @sentimentrader pic.twitter.com/xiba9GU3z2 — Jason Goepfert (@jasongoepfert) March 17, 2026 The market is green today and nobody's talking …

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Google searches for “how to buy stocks” just hit an ALL-TIME LOW. Lower than 2009. Lower than COVID. Insiders are dumping shares at the fastest pace since 2021. U.S. jobs collapse at staggering rate, monthly hiring down 88%!

So we are in a position where : -COMEX going bust-AI bubble collapse after NVDA super earnings-BTC retests 4Q21 peak on ~69k$ and starts new wave down-Private Equity credit going bust-Housing market tanking-China entering next wave down after 2,5Ys of bear market rally to… pic.twitter.com/jl9ZJ8Dp9R — GregTheAnalyst (@Analyst_G) February 25, …

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Claim that Trump has lowest approval ever is false; Truman’s 22% remains the modern low. Democratic Party favorability drops to 32%

Donald Trump is now officially the least popular politician to hold office in the history of America. — Jo (@JoJoFromJerz) February 24, 2026 No, the claim isn’t accurate. Lowest historical presidential approval was Truman at 22% (Gallup, 1952). Trump’s current job approval averages ~40% approve / ~56% disapprove (RCP, NYT, …

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Consumers hit hardest by AI have no financial buffer, 401k withdrawals surge 365%, emergency savings hit 15-year low. Waller: Weak labor market to continue. CEOs warn significant AI-driven job cuts ahead.

Macro vulnerability increasing ahead of automation wave. The consumer most exposed to AI displacement already has no financial runway. Before a single layoff announcement, 401k hardship withdrawals are 365% above baseline. Emergency savings at a 15-year low. Credit card delinquency in the 40-59 cohort at 12.7%. The shock absorber… — …

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Household formation just hit a 9-year low. The number of homebuyers is absolutely collapsing

The number of homebuyers is absolutely collapsing pic.twitter.com/GeQYeddflX — Darth Powell (@VladTheInflator) February 7, 2026 Household formation just hit a 9-year low. The next decade could see the slowest household growth in 100 years. At the same time:• Boomers are aging out• Birth rates are falling• Vacant homes are rising …

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Consumer confidence just hit a 12-year low. December PPI inflation hit highest since July 2025.

That’s because real life inflation isn’t 3%. It’s more like 8-12%. We can’t afford a government that’s 40% of GDP. If this continues, the middle class will be wiped out and a civil war won’t be far behind. https://t.co/G8mPgaMkOl — Porter Stansberry (@porterstansb) January 29, 2026 BREAKING: December PPI inflation …

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Canadian real estate has entered the second leg of its correction. Prices are down 21.6% from the peak, have fallen for seven straight months, and have just hit a 5-year low.

“December alone accounted for nearly 20% of the entire annual decline. At the same time, sales remain below 2019 levels despite population growth, while new listings are near multi-year highs even in December. That combination usually means prices haven’t finished adjusting yet.” h/t Key_Brief_8138

POLL: Trump handling of economy hits low; 31% approval…

POLL: TRUMP’S APPROVAL FALLS ON ECONOMY AND IMMIGRATION A new AP-NORC poll shows President Trump’s approval rating dropping to 36%, down from 42% in March. Support for his economic policies fell to 31%, the lowest recorded in any AP-NORC survey of his terms. Approval on crime… — *Walter Bloomberg (@DeItaone) …

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U.S. liquidity runs dangerously low: banks could be forced to tap Fed repo facility as cash evaporates; Blow-off top signals by Prominent Financial Strategists

Less than 14bn$ of “cash on the sidelines” are left in the US. When this hits zero banks will start to borrow liquidity regularly from the FED REPO facility because there isn’t much left in the open market. The FED REPO is capped at 500bn$, let’s see how fast we …

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Alcohol consumption hits 85-year low: Molson Coors volume down 7%, Constellation down 3.3%, giants pivot to non-alcoholic growth

Cold beer on a Friday night? Maybe non-alcoholic. Only 54% of drinking-age Americans consume alcohol today, according to a recent poll from Gallup, the lowest proportion since the survey began in 1939. Even those who do drink are partaking less, by a factor of nearly half. The US is drinking less, …

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Morale is really low.

>Be Microsoft>Layoff 15,000 employees>Hire “Director of Culture Activation” pic.twitter.com/moWyeDBWFW — GBR (@GayBearRes) August 10, 2025

Valuation doesn’t matter, until it does. Equity allocation high, sentiment low… 2018, 2020 or 2022?

They say valuation doesn’t matter, until it does. You can't fight gravity; at some point, this will return to zero. "Ah, but P/S is no longer a useful metric" Until it is, again. pic.twitter.com/Rz4dimoZBZ — Guilherme Tavares (@i3_invest) April 1, 2025 2018, 2020 or 2022? pic.twitter.com/qXZph4eTpO — Guilherme Tavares (@i3_invest) …

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Market near-term low: Oversold conditions signal a potential rebound ahead. Market correction still unconfirmed.

As we discussed in this past weekend's #BullBearReport, the #market is likely at a near-term low given the deeper oversold conditions. https://t.co/4YMHjPb1Lw@thedailyshot pic.twitter.com/hoO5XBzZWm — Lance Roberts (@LanceRoberts) March 24, 2025 Just a quick reminder not to get too #bearish on the #market until it #confirms that a #correction is more …

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Canada’s small business confidence collapses to historic low, collapsed nearly -60% in a matter of months.

Canada’s small business sector is grappling with a severe crisis as its confidence plummets. The Canadian Federation of Independent Business (CFIB) has reported an alarming decline in the Small Business Confidence Index, which dropped to 23.2 in March 2025. This is a staggering 60% drop from the previous year, highlighting …

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Consumer sentiment drops sharply in February to 7 month low as worries about tariffs and inflation worries soar. Markets fall

Wow. Notable drop in consumer sentiment in February. American consumers do not like tariffs. "About one-third of consumers spontaneously mentioned tariffs, up from 27% last month and less than 2% prior to the election." "This is only the fifth time in 14 years we have seen such… pic.twitter.com/SpjN6uanoX — Heather …

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August: Stocks gapped down, VIX surged, low on Monday. Today: Gapped down, complacency, bounce likely week’s high. The big boys are liquidating their market positions

Compare to August. On the Monday after the jobs report, stocks gapped down and the VIX exploded. Monday open was the low of the week. Today, the market gapped down amid relative complacency. This morning BTFD bounce could be the high of the week. pic.twitter.com/PnHNYjtIWw — Mac10 (@SuburbanDrone) January 13, …

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