Independent thinking for complex markets and current events
WTF is a missold car loan? pic.twitter.com/zPJ79mXUY7 — Nobody Special (@JG_Nuke) October 7, 2025 US auto loan debt market suffers its biggest monthly loss since March 2020#MacroEdge — MacroEdge (@MacroEdgeRes) October 7, 2025 Something to seriously pay attention too. Not good. Is housing next? Auto and mortgage/rent are the first two things consumers pay because …
I’m fully invested despite the market craziness! If you are a sophisticated investor looking for in depth, independent stock analyses, a strategic value investing portfolio approach, here is my STOCK MARKET RESEARCH PLATFORM (business and sector risk and reward analysis, my portfolios):
OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn’t really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions …
Get to the back. Get to the back. There’s too much weight in the front. pic.twitter.com/AzRnR09Kb4 — Neil (@neilfromsa) October 5, 2025 They're running it hot…. pic.twitter.com/qLHDICSaWV — Michael J. Kramer (@MichaelMOTTCM) October 5, 2025 New highs in the S&P 500 continue. The pace of gain has slowed as the S&P 500 nears its 5-year …
Like Amazon, now Walmart and Target are holding similar “fall” savings events promising to offer big savings. All three of them know the consumer economy is in deep trouble, thus the overemphasis on savings. But it’s not just what these retailers are doing for customers, it’s what they aren’t doing for workers. According to a …
The market cannot go down with this type of liquidity injection Like a junkie injecting heroin pic.twitter.com/Eo7J8NkTdG — High Risk T (@HighRiskT) October 3, 2025
US farmers are saying we “just need temporary help, until things get better.” Here’s the thing. US farm exports- which are mostly soy- CAN’T get better. Other countries are now fillingl China’s demand. We’ve walled ourselves out of the global market, folks. This is it. The thing is, this isn't even the first time US …
Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 no longer trades on fundamentals. Liquidity, passive flows, and option mechanics have replaced cash flow and earnings. This isn’t history being made, it’s price discovery being euthanized. Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 …
by David Haggith Who says there isn’t plenty of pork in the military budget? According to Hegseth, US military leadership is stuffed full of pork bellies. Investors couldn’t be more euphoric about the government shutdown today, taking the S&P up to yet another record in a long string of records. Warren Buffet, however, is not …
BREAKING: Tether just minted $2 billion out of thin air. Wondering why Bitcoin has been rising? It’s not organic demand, it’s Tether printing and funneling cash into BTC to prop it up, hiding behind the stock market rally as cover for mass manipulation. It’s a giant game of musical chairs. You don’t want to be …
The math is brutal, and yet no one is screaming it from the rooftops. Ninety-seven percent of all stocks are held by the top 10 percent of Americans. Half of all equities are concentrated in the hands of the top 1 percent. That leaves the bottom 90 percent with three percent, and if you do …
If the shift accelerates, we could see a generation trapped in low-paying, unstable work while wealth concentrates in fewer hands, and social unrest flares where hope disappears. The next decade could make 2008 look like a warm-up, and nobody is ready for the consequences already stacking in plain sight. If you’re trying to compare today’s …
The Wall Street Journal just reported that U.S. Landlords are becoming concerned over a slowdown in the rental market. Rental inventory is rising, and rent growth is now slowing, falling to its lowest level in 13 years, and the 6th lowest in the last 40 years according to John Burns Real Estate Consulting.
This is going to be worse than ’08. Foreclosures are ticking up. Some real carnage under the surface of this market Fast food and QSRs, home builders and home improvement, car sellers and lenders, payroll software, payment processors, private equity all quietly breaking down Probably nothing — Ross Hendricks (@Ross__Hendricks) September 30, 2025 The market …
Don’t worry, we got a 0.25 basis cut last month. That will fix everything. ADP PRIVATE PAYROLLS COMES IN AT -32K JOBS VS +51K EXPECTED first time since 2020 for two consecutive months of negative private payrolls — amit (@amitisinvesting) October 1, 2025 Gold futures headed higher after the government shutdown begins: https://t.co/vXkwFulwUp — Reef …
Chinese Stock Market closes at highest level since January 2022 📈 pic.twitter.com/2stRIJEMmx — Barchart (@Barchart) October 1, 2025
On the flip side the economic numbers have been strong lately and it appears the economy is strengthening Jobless claims down 2nd quarter GDP revised upward Atlanta Fed predicting 3.9% for Q3 GDP It’s truly one of the most bizarre set of market circumstances ever. Bifurcated On the flip side the economic numbers have been …
The car industry is in dire waters. $200 MILLION Per Day LOSS! The Car Market Just COLLAPSED The car market didn’t just cool off. It didn’t just dip a little, like most experts expected. What we’re seeing right now is nothing less than a complete collapse of the automotive industry as we know it. Across …
https://youtu.be/RwSDcLHT_YY Warren Buffet’s IMMEDIATE Warning: Housing Market Is CRASHING Welcome to House Crisis, today we go over: Warren Buffet’s investment in real estate and his warning Why real estate will crash The housing market crash Dropping real estate prices US economy crisis and home builders updates Why houses are so expensive Share of Mortgages with …
The car market is a complete disaster. No one is talking about this. This is their 2008 moment. pic.twitter.com/Igf8thQmuI — QE Infinity (@StealthQE4) September 27, 2025 Those prices will go down where people can afford them again. My have a bankrupt auto maker or two. The cure for high prices is high prices. h/t Don …
It’s not time to panic. Everything is still fine. At least that’s what all the economists are trying to make you believe right now after we just got yet another horrible jobs report. But let me tell you what’s really going on here, because the numbers don’t lie – even if the politicians do. In …
Authored by Mike Shedlock via mishtalk, Is the market right or the Fed? I created the above chart from CME Fedwatch projections on September 20. The Fed and the market project roughly the same path through December of 2025. However, the Fed “dot plot” of economic projections has the Fed Funds rate for December of 2026 at …
by confoundedinterest17 August represents a massive switch from 3 years ago when there were nearly 40% more home buyers and sellers in the US housing market. There are now 35.2% MORE home sellers than buyers!
Week ending September 10 in Vaughan did not just nudge the market downward, it slammed it into a pit nobody wants to admit exists. Detached median sold price fell to $1.36 million, one of the lowest points anyone remembers, down 21 percent year-over-year, and every headline pretends this is just a seasonal wobble, as if …
“Achieving these results required additional incentives, resulting in a reduced average sales price of $383,000, and our gross margin drifted down to 17.5%, while our SG&A expenses came in at 8.2%, reflecting the soft market conditions.” Source: https://newsroom.lennar.com/2025-09-18-Lennar-Reports-Third-Quarter-2025-Results “The average sales price for new homes dropped to $389,000, an 8.7% decline year-over-year, and a striking …
Bulls, you officially bought the biggest Ponzi market in human history. Good job everybody.#TrumpCasino#CathieWood#CryptoPonzi#Artificial_intelligence #EasyMoney pic.twitter.com/Zip2S4hrYU — Mac10 (@SuburbanDrone) September 19, 2025 Goldman reporting last week through Wednesday saw the largest weekly retail in flow since December. — TT3 (@TradingThomas3) September 21, 2025 For anyone curious how $OKLO story will end. pic.twitter.com/JYDkXaSVPv — Silbergleit Junior …
Banks are not raising savings rates to match the Fed, leaving ordinary savers with no safe way to earn returns. This forces investors into stocks to chase yield, inflating demand and prices. The market is behaving unnaturally and unsustainably, which means that when it breaks, the fallout could be severe and widespread. The bull market …
The hit comes after Porsche said it would significantly tweak its product strategy to reflect a slower-than-expected EV market. https://t.co/QxICRcqTSM pic.twitter.com/w2ShsBp19m — AutoNews Europe (@AutoNewsEurope) September 19, 2025 https://www.msn.com/en-us/money/companies/porsche-warns-on-profit-as-ev-market-woes-prompt-lineup-review/ar-AA1MUNfE “We have seen a clear drop in demand for exclusive battery electric cars, and we are taking that into account,” Porsche Chief Executive Officer Oliver Blume …
