A hub for independent voices and signals
The mortgage market has been tanking for the last two years, suggesting that the U.S. housing market will continue to struggle in the final months of 2025. Mortgage applications to buy a house, as reported by the Mortgage Bankers Association, …
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 …
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 …
Dow Theory Crash Indicator: Every single major crash over the last 100 years had the exact same setup: DJIA hit a new high, but the transports failed to do the same (1929, 1937, 1966-1975, 1987, 2000, 2007, 2020). And when …
The market is being driven by blind faith, not reality. Traders are gambling on every jobs report, flooding the system with bets that ignore the long-term risks. Whether jobs are strong or weak, debt keeps rising, and financial instability grows …
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 …
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 …
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 …
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 …
No recession, eh? pic.twitter.com/HNRsjQRspd — David Rosenberg (@EconguyRosie) August 29, 2025
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 …
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 …
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 …
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 …
Contrarian investor and Cornell professor Dave Collum delivers one of his starkest warnings yet: the “everything bubble” has left markets more fragile than at any point in modern history, and the Fed can’t save us this time. In this explosive …
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 …
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
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 …
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 Federal Reserve didn’t provide any liquidity to Wall Street between Aug 14 till yesterday (Aug 19) and decline -4% 📉 then juiced liquidity today. This market is in bad shape. $qqq https://t.co/xFh7poek9g — The Coastal Journal (@1CoastalJournal) August 20, …
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 …
Authored by Mike Shedlock via mishtalk, The housing picture remains grim. NAHB Wells Fargo Housing Market Index (HMI), chart by Mish Housing cannot gain traction as mortgage rates are still too high and prices are out of sight. Please consider …
Want to buy stock in the Titanic? Insiders are making theirs available to you quickly! by David Haggith Goldman’s Sachs of gold said today that market dips will be shallow and bought in short order and … “There aren’t a …
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) …
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 …
The system is stacked against the average person, and nobody seems to care until it hits them in the wallet. Back in 2022, I predicted that the US would not only avoid a recession, but would experience an “immaculate” disinflation. …
Institutional investors are all in on tech, retail is buying 3 billion dollars a day, and real estate is frozen. This is more than a bubble, it’s a pressure cooker ready to blow. Well – let me man-splain it "Recession …
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 …
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 …
