WARNING: Liquidity cannot stop the business cycle from turning; Recession signals flash and the biggest market bubble in history threatens to burst; 25bps cuts don’t matter.

Liquidity can’t stop a business cycle that’s already turning. Weak growth is the warning shot before the crash. When the cycle breaks, stocks don’t get “saved.” They get crushed. "Liquidity cannot stand the turn of the Business Cycle" (no matter what liquiditist try to tell us). Recession is coming! And …

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The labor market is going from frozen to cracking. How long can the US economy survive with jobs only in healthcare?

The labor market is going from frozen to cracking. Look at how many industries have LOST jobs in the past 3 months. Mining -13,000Construction -10,000Manufacturing -31,000Information -15,000Business/Professional -51,000Federal gov't -34,000Finance 0 job gains The US job… pic.twitter.com/BsUYoCTMX3 — Heather Long (@byHeatherLong) September 5, 2025 Fox Business announcing today’s horrendous job …

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America’s housing market is bleeding: 56% of homes below asking price, Naples sales crash 29%, inventory explodes 58%

The collapse isn’t whispered. It’s marching through neighborhoods, through MLS listings, through every open house where the buyers hesitate, the agents hedge, and the price tags crumble under scrutiny. The illusion of stability has evaporated while 56% of homes now sell below asking, exposing a market that once promised security …

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New Poll Finds Nearly 70% Of Us Think The American Dream Is Dead, And The Month Of September Is Typically The Worst Month Of The Year For The Stock Market

by Michael I kept warning about what would happen to our economy if we stayed on the path that we were on.  For decades, our leaders have been making unbelievably bad decisions, and now the consequences are really starting to catch up with us.  The cost of living has become incredibly painful, …

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Bond market to Washington: Cut Social Security or else

Social Security and Medicare cuts are coming because the bond market will eventually bring Congress to its knees, economist says. The insolvency of the trust funds next decade will be the key driver for reforms, just as it was in the early 1980s when lawmakers hiked taxes to shore them …

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Inflation up, labor market down: Analyst says Fed is in the worst possible position; Fed cuts rates on the short end, inflation worsens, 30 year yield rises.

Yup. Basically pic.twitter.com/mKedOV6P44 — QE Infinity (@StealthQE4) August 31, 2025 The Federal Reserve is facing pressure on two fronts as inflation picks up and the labor market shows signs of slipping. Sevens Report Research founder Tom Essaye joins Opening Bid to explain why this puts the central bank in a …

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$1 trillion market rally fueled by credit cards; Chinese banks say stop using credit for stocks. Retail frenzy hits a wall.

Chinese 🇨🇳 commercial banks including China Minsheng Banking and Huaxia Bank are tightening oversight of clients using credit cards to fund stock investments as retail investors pile into the nation’s $1 trillion market rally this month. Banks warned that credit card funds and cash advances can’t be used for investments …

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Economy implodes, 800k+ layoffs and student loans explode! And the stock market is propped up, nearly completely on leverage at this point.

The economy is breaking. And no one’s ready. 806,000+ layoffs in 2025 so far. 48% of consumer credit applications denied over the past year. Refinance rejection rate: 41.8%… the highest in 12+ years. U3 Unemployment forecast: 4.5–5.0% by year-end, according to Apollo, Peterson. (If the BLS is left the same- …

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Extreme VIX selling signals potential market pullback; The 2-10 curve is at its steepest since late April

Watch closely when #VIX specs short $VIX in size as the $markets are rising. Previous two episodes of large VIX selling over the past year ended with the $SPX correcting… and this time the VIX action has been extreme.h/t @themarketear pic.twitter.com/SHZw8BZPzz — Lance Roberts (@LanceRoberts) August 27, 2025 The 2-10 …

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The Trump administration plans to reportedly remove COVID-19 vaccines from the US market within months

BREAKING: The Trump administration plans to reportedly remove COVID-19 vaccines from the US market within months, per Newsweek — unusual_whales (@unusual_whales) August 25, 2025 🚨 BREAKING: RFK Jr. is About to BAN the Covid Vaccine! Sources close to Kennedy report Trump will pull the shots off the market “within months." …

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Housing market weakness triggers Lennar to offer biggest incentives since 2009; It was only 4 states defaulting on mortgages that kicked off the GFC.

There’s nothing biased about labeling this the biggest bubble in US equity & housing history – it’s called the reality. Bubbles are rarely linear. — Don Johnson (@DonMiami3) August 24, 2025 Housing market weakness triggers Lennar to offer biggest incentives since 2009#RESights #MacroEdge — MacroEdge RESights (@RESightsbyME) August 24, 2025 …

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China has banned Roblox, joining other countries like Turkey, Oman, and Qatar. Roblox has lost over $12 billion in market capitalization as of August 2025

The ban stems from: Child safety concerns Inappropriate content Weak moderation systems Chinese regulators cited Roblox’s failure to prevent harmful material from reaching young users, which clashes with the country’s strict digital content laws. https://economictimes.indiatimes.com/news/international/us/robolox-is-banned-in-these-countries-shutdown-rumors-usa-safety-issues-global-bans-us-lawsuits-explained/articleshow/123441374.cms

Liquidity crunch leaves Bitcoin vulnerable at highs; $MSTR has now hit bear market territory

https://twitter.com/Notbullnorbear/status/1958221007820300469 Think of the Reverse Repo Facility (RRP) as the Fed’s overnight parking garage for cash. Funds drive in with dollars, the Fed hands them Treasuries as a claim ticket, and the next day they swap back with a little extra. That extra is interest, the RRP rate. — StockMarket.News …

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The Japanese bond market is unraveling. Markets don’t seem to care now, but they will soon.

The Japanese bond market is unraveling. Markets don’t seem to care. I don’t get it 🤷‍♂️ https://t.co/HY6GaBJ32E — QE Infinity (@StealthQE4) August 21, 2025 “I trust them to resume tomorrow, otherwise it will be hard to hide bankruptcies much longer the higher yields go” BOJ intervention number 26 since the …

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This is going to be a different Jackson Hole speech from Powell. No wonder the market is so jittery about it. $QQQ put skew is near a 3-yr high

Fascinating read: This is going to be a different Jackson Hole speech from Powell. No wonder the market is so jittery about it. The Fed could be completely revamping how they conduct monetary policy by focusing more on inflation and getting it back to 2%. pic.twitter.com/fCHSBNpRt2 — QE Infinity (@StealthQE4) …

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October huh? Just in time for the fall market shenanigans. Speculation fever hits new highs in leverage and crypto. Traders pile into 0dtes and risky bets

Businesses are eating 64% of tariffs right now. We know that. But according to Goldman, by October this will drop to only 8%, with consumers eating 67%. Nice one in @SamRo's note this morning. pic.twitter.com/vvWgG39mwS — Ryan Detrick, CMT (@RyanDetrick) August 17, 2025 Even the goat is bearish 🐐 pic.twitter.com/lIqSb7eHwv …

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Gold Market Momentum: Jeff Clark Sees Bull Run Far from Over

via moneymetals In a recent Money Metals podcast, host Mike Maharrey spoke with Jeff Clark, a veteran gold and silver analyst and founder of TheGoldAdvisor.com, about the state of the precious metals markets, mining stocks, and the forces shaping investor sentiment. Clark launched The Gold Advisor during the COVID-19 pandemic and is the author of Pay …

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The data doesn’t lie: Americans can’t afford homes, can’t move, and can’t play the ‘job market game’ anymore.

Meanwhile, the Fed’s policies have made billionaires richer while the rest of the country is stuck. Housing Bubble 2.0 isn’t just slowing. it’s unraveling in plain sight. Lumber prices crashing is just the tip of the iceberg. Builder supply at nearly double the long-term median is screaming recession. History doesn’t …

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3 Massive Shake-Ups Rocking the Gold Market This Week

A mistaken tariff on Swiss gold bars sparked chaos, then Citi analysts flipped from bearish to bullish on gold. Finally, Ray Dalio joined the chorus calling a gold standard “inevitable” – here’s what we learned about gold’s crucial role in global finance… By Peter Reagan Your News to Know rounds …

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