Independent thinking for complex markets and current events
The Supreme Court on Friday afternoon put on hold an order by a federal judge in Massachusetts that would have required the Department of Education to reinstate more than $65 million in grants that it terminated in February because they funded programs that included diversity, equity, and inclusion initiatives. In an unsigned three-page opinion, a …
Reversing a 75-year trend of lower tariff rates, Team Trump’s tariffs are expected to take tariff rates to 8.4% this year, the highest since 1948 byu/RobertBartus inEconomyCharts
Goldman now expects core PCE to rise to 3.5% this year versus 3.0% under previous assumptions for less aggressive tariffs. They expect the Fed to cut three times in the second half of the year to address the hit to growth and employment https://t.co/TOFjJLvkY4 pic.twitter.com/x3yd5gITcy — Nick Timiraos (@NickTimiraos) March 30, 2025 Look at all …
It's a bear market, ya know. $SPY pic.twitter.com/Pl6avZCdza — Steven Strazza (@sstrazza) March 28, 2025 BofA Fund Manager Survey reports largest drop in US equity allocation on record Time for a sentiment check… 1) Back in early March, the American Association of Individual Investors (AAII) survey showed over 60% of investors were bearish. That’s only …
Snow White is lower than the Democrats 27% approval… LOL!!!! pic.twitter.com/A0GeHc6wYn — Gunther Eagleman™ (@GuntherEagleman) March 24, 2025 GOT WOKE, WENT…: As Disney’s ‘Snow White’ Performed Even Worse Than Predicted, Some Curious Data Is Found in the Details. Looking at past averages in those conservative-versus-liberal locations it was found that “Snow White” actually performed slightly better …
We are 8% from the top – is that a "crash" ? pic.twitter.com/uQsEA0PYEn — Data Driven Stocks (@stockdatamarket) March 15, 2025
anyone care that the US Dollar is getting the crap kicked out of it? pic.twitter.com/vwYzS2M3wb — J.C. Parets (@JC_ParetsX) March 5, 2025 Dollar lower, hard assets higher. We are at a key turning point in history and a global rebalancing is now unfolding, in my view. pic.twitter.com/bstJ0gjVOo — Otavio (Tavi) Costa (@TaviCosta) March 5, 2025 …
The Trump administration is more focused on keeping Treasury yields low rather than on what the Federal Reserve does, Treasury Secretary Scott Bessent said. While in the past President Donald Trump has implored the Fed to cut its benchmark rate, Bessent said Wednesday that the current strategy is using the levers of fiscal policy to …
Existing-home sales rose 2.2% in December to a seasonally adjusted annual rate of 4.24 million, the strongest pace since February 2024 (4.38 million). Sales grew 9.3% from one year ago, the largest year-over-year gain since June 2021 (+23.0%). The median existing-home sales price progressed 6.0% from December 2023 to $404,400, the 18th consecutive month of …
by Martin Armstrong Federal Reserve Chairman Jerome Powell and Donald Trump face off once again. The two have notoriously butted heads over interest rates, as Trump has accused the Fed of stifling economic growth by raising the cost of borrowing. Speaking at Davos, the president said he would “demand that interest rates drop immediately.” We …
“Why do home buyers keep taking out 30-year fixed loans if they’re no longer a good deal? And arguably even a bad deal at this point. The 30-year fixed is now close to its 50-year average of ~7.75%. If folks don’t expect to keep these loans for more than a few years, why are we …
1. The thought is the Fed could make homes more affordable by cutting interest rates So far, mortgage rates are doing opposite, and rising instead Why? Because mortgage rates move with the yield on the 10-year Treasury, which has surged this week pic.twitter.com/zk0c3UJi9Y — Michael Burry Stock Tracker ♟ (@burrytracker) December 20, 2024 3. A …
Dow jones Update Keep it simple. Bounced off major trend-line (text book) Lower high expected over the weeks before it lets go. Unless it simply lets go. pic.twitter.com/hfCoiv0HnG — The Great Martis (@great_martis) December 20, 2024 https://twitter.com/leadlagreport/status/1870078316029313153 …..and how do you conclude "Soft Landing" based on this? Give me your best shot 💪 ["This time …
Cut the rates they said, banks will lower credit card APRs they said pic.twitter.com/bZlIeLwr0i — zerohedge (@zerohedge) December 6, 2024 chart goes to Q3. In fact that's when it spiked… just after the "rate cut" https://t.co/jyVxbrcK8T — zerohedge (@zerohedge) December 6, 2024
Cattle lured in. My BS-indicator has moved into RED 😉 The amount of wise guys calling for Bull Market to continue for 12 months or SP500 to continue to 7000 or higher is spiking! Top is closing in! Not here yet – but soon😉 This is SO MUCH 2022 – just opposite end of the …
Everything is OVERPRICED! Consumers voted for Donald Trump to lower prices! Can the new President deliver on his promises?
https://www.investopedia.com/cost-of-the-american-dream-2024-8705906 h/t Fun_Balance_1809
AI mentions remains high but dipped lower Goldman pic.twitter.com/HjEpPQUCcw — Win Smart, CFA (@WinfieldSmart) October 11, 2024 Physics is more fun I guess. Physics is 😎 🆒️ pic.twitter.com/OfGOPBv28o — Win Smart, CFA (@WinfieldSmart) October 11, 2024
Fed flip flopping policy comes with consequence. https://t.co/0LzCCvKTbR — The Great Martis (@great_martis) October 8, 2024 Dow Jones Update✍️ Momentum falling off a cliff.Relative strength lower highs. The churn up against resistance is a Warning signal.⚠️ pic.twitter.com/97dKcEBD3B — The Great Martis (@great_martis) October 8, 2024 US30yr Probable path. pic.twitter.com/NBIfFtd8Hu — The Great Martis (@great_martis) October …
It’s the economy not rates that drive housing. No buyers despite lower rates https://t.co/0L1fac8UrK — QE Infinity (@StealthQE4) September 26, 2024 🇺🇸 US consumer confidence present situation 9-month change. In #recession territory! Chart: @MikaelSarwe pic.twitter.com/H54kkPIfbm — Alex Joosten (@joosteninvestor) September 26, 2024
If $spx earnings estimates for 24 and 25 are rolling over, the multiple will need to contract. pic.twitter.com/WCBTrdsRCv — Michael J. Kramer (@MichaelMOTTCM) September 24, 2024 The Stock Market Could See A Sharp Pullback This Week https://t.co/Cj5LMVRzRq #MACRO: $SPY, $QQQ, #RESERVES, #MARGIN — Michael J. Kramer (@MichaelMOTTCM) September 22, 2024 So The Economy Now Depends …
The Federal Reserve recently announced their first interest rate cut in four years. The official explanation is that they want to encourage job growth. But how will this interest rate cut affect the average American family? From Peter Reagan for Birch Gold Group You may have heard the recent news that the Federal Reserve cut interest rates by …
Kamala Harris is asked about her plan to lower the cost of living… NEW: Kamala Harris is asked about her plan to lower the cost of living, says she will do that by lowering the cost of necessities. Remarkable. Question: What will you do to lower costs? Answer: Yeah. I first of all, thank you …
https://twitter.com/RJRCapital/status/1836734007062470665 US 30 Yr minus the 3-month pic.twitter.com/f1UqwiYV2Z — Michael J. Kramer (@MichaelMOTTCM) September 19, 2024 https://twitter.com/RJRCapital/status/1836735432463102043 hedge funds starting to hedge with short bonds ETFs Macro furus long bonds in shambles — Alessio (@AlessioTMAD) September 19, 2024 Cuts ✂️ & Returns 📉 📈 pic.twitter.com/x4wS2qdlNp — Win Smart, CFA (@WinfieldSmart) September 19, 2024
Each upgrade only comes out with a slightly better camera . Better just hanging on the phone for 5 years before upgrading again. Kuo estimated that sales of all four iPhone 16 models reached about 37 million units in the first weekend after Apple began accepting pre-orders, which is down nearly 13% compared to first-weekend …
Famous last words – this is where I'll buy, it cant possibly go any lower — Mark (@Markus1Maximus) September 16, 2024
As seniors aim to reduce living expenses and boost their quality of life, settling abroad could be appealing, financial experts say. More than 450,000 retirees were receiving Social Security benefits outside the U.S. as of December 2023, up from fewer than 250,000 retirees in December 2003. Retirees could save on housing and health care but …
by Michael If you are determined to push a bear into a corner, you better know what you are doing. Right now, Ukraine is begging the Biden administration to allow it to use long-range missiles provided by the United States to strike targets deep inside of Russia. Since the Ukrainians have eventually gotten just about everything else …
