Independent thinking for complex markets and current events
JUST IN – Trump calls Alex Jones, Tucker Carlson, Candace Owens and Megyn Kelly, "Low IQ… stupid people… nobody cares about them, they’re NUT JOBS, TROUBLEMAKERS." pic.twitter.com/PMdTbd8sfB — Disclose.tv (@disclosetv) April 9, 2026
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 about the sector that refused …
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, 2026 🚨 Google searches for …
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, Pew, WaPo-ABC as of Feb …
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… — Craig Shapiro (@ces921) February 22, …
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 The uncomfortable question is simple: …
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 comes in at 3.0%, above …
“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
People say they feel broke and miserable, then swipe the card anyway. That is not confidence, that is muscle memory mixed with denial. Low layoffs and steady paychecks keep the spending alive even while people feel uneasy and stretched. This usually means the slowdown shows up late and hits harder, after everyone already told you …
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) December 11, 2025 AP/NORC – …
Trump’s approval rating on the economy is at an all time low. Worst than April 2020. pic.twitter.com/DGCbZjtyD7 — Spencer Hakimian (@SpencerHakimian) October 23, 2025 President Trump hit his lowest approval rating on the economy in a Quinnipiac University Poll released Wednesday. Just 38 percent of respondents said they approve of the president’s handling of the …
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 will get there.. pic.twitter.com/ATLxRAzygT — …
For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊♂️ …
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, and cultural connotations around alcohol …
>Be Microsoft>Layoff 15,000 employees>Hire “Director of Culture Activation” pic.twitter.com/moWyeDBWFW — GBR (@GayBearRes) August 10, 2025
Housing is more broken than most admit. Cutting rates won’t fix it. Prices remain too high and wages too low to afford a home. Inventory shortages in key regions make matters worse. First-time buyers are pushing 40 years old on average. That shows how the market locks out younger generations. Albert Edwards, known for predicting …
Trump’s approval is slipping hard but the press still calls it stable. The latest Gallup poll pins him at 37 percent approval and 58 percent disapproval. That is not a plateau. That is erosion. Gallup reports a 10 point slide since January Quinnipiac finds just 17 percent support on Epstein files and 63 percent disapproval …
Bullish! https://t.co/60XMDdvb6s — QE Infinity (@StealthQE4) April 29, 2025 Americans’ confidence in the economy slumped for the fifth straight month to the lowest level since the onset of the COVID-19 pandemic as anxiety over the impact of tariffs takes a heavy toll. The Conference Board said Tuesday that its consumer confidence index fell 7.9 points …
BREAKING: The NY Empire State Manufacturing Index fell to -8.1 points in April, recording the 3rd negative reading this year. More importantly, 6-month outlook for general business conditions plummeted to -7.4, the lowest in 24 years. Additionally, the 6-month outlook for new orders fell to -6.6, the lowest in history. Not even the 2008 Financial …
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) April 2, 2025 Another weird …
CNN actually reported Democrats approval rating currently at a new low, 21% – Wisconsin votes for Voter ID But somehow Susan Crawford wins the Wisconsin Supreme Court election? Who thinks there needs to be a Federal Audit? This makes absolutely no sensepic.twitter.com/QwpLYRpXUT — Wall Street Apes (@WallStreetApes) April 2, 2025
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 than just a correction. pic.twitter.com/TTApX8T8E5 …
“Americans are planning fewer vacations in an era where it’s probably much needed. Research nonprofit the Conference Board tracks Americans who plan on taking a vacation on a six-month basis. In Feb., it was the lowest in 15 years, apart from the COVID-19 pandemic, which halted almost all travel. “The biggest downside risk is that …
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 the deepening challenges that small …
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 Long (@byHeatherLong) February 7, 2025 …
The recent tragic event in France has left the nation in shock. A 14-year-old boy was fatally stabbed in Paris after refusing to give up his phone to two teenagers. The incident occurred as the boy was leaving a football training session in southern Paris. When he refused to hand over his phone, one of …
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, 2025 This incipient bear market …
The share of US dollar reserves held by central banks fell to 59 percent—its lowest level in 25 years—during the fourth quarter of 2020, according to the IMF’s Currency Composition of Official Foreign Exchange Reserves (COFER) survey. Some analysts say this partly reflects the declining role of the US dollar in the global economy, in …
🚨#WATCH: As a Texas Rapper known as 2 Low accidentally fires his gun while reaching his hand in his pocket during an interview⁰⁰📌#Unitedstates l #USA Watch as Texas rapper 2 Low caused quite a stir when he accidentally fired a gun while reaching into his pocket during a… pic.twitter.com/RitiH8lWrF — R A W S A …
