Independent thinking for complex markets and current events
Zohran Mamdani: "We will slowly buy up the housing on the private market and convert properties into communes" pic.twitter.com/u7RQxaERYt — End Wokeness (@EndWokeness) July 1, 2025 Communism…with animation. https://t.co/fq4kzNVzCr — Tom Fitton (@TomFitton) July 2, 2025
California’s housing market is slowing in 2025, with inventory skyrocketing and home values now dropping on a month-over-month basis.
Export prices fall three months straight pressure builds on yen… BREAKING: Japan’s passenger car export prices to North America dropped -12.0% M/M in May, the largest decline on record. This follows a -4.5% decrease in April, driven by the 25% US tariff imposed on auto imports from Japan. Meanwhile, total export prices in yen terms …
A truly remarkable, even astounding, phenomenon is unfolding within the American financial landscape. The United States stock market has achieved a scale never before witnessed in history, defying conventional wisdom and historical benchmarks. We are currently observing a scenario where market valuations ascend to staggering heights, pushing beyond what many once considered possible. This situation …
President Trump spoke out, saying Japan “won’t take our RICE.” He even suggested sending a letter about putting higher taxes on their goods. This is happening even though Japan actually needs rice and has been buying a lot from us. In 2024, Japan bought over $337 million worth of American rice. And this year, they …
Inflation stays hot despite economic slump. So, we got negative consumer spending and negative consumer income, yet hot core PCE (i.e., inflation). Yet, still, stocks are making new all-time-highs on "trade deal" comments? I guess the data, indeed, does not matter. But, at some point, bluster from the @WhiteHouse will not… pic.twitter.com/ePtMrsZadH — Gordon Johnson …
The surface numbers are holding. The real prices are not. In Q1 2025, the median list price for a newly built home in the United States was $448,393. That is down just 0.3% from the same time last year. On paper, the market looks flat. But the paper is lying. Builders are pulling every lever …
Musk-Trump feud sinks company cash plans The 12.5% yield on xAI's $3B Notes signals high risk, down from a $20B cash raise, amid financial strain post-Musk-Trump spat. xAI's $33B X Corp buy (plus $12B debt) & Memphis turbine issues & pressure. No profit, 3-4 mo cash burn suggest market doubt. https://t.co/Ld3I22UuEw — The Coastal Journal …
Home prices fall in 60 percent of counties… 1) This indicates that the U.S. housing correction is no longer just a Texas and Florida downturn. In fact, over 30 states showed a monthly contraction in May 2025 according to the Zillow data. — Nick Gerli (@nickgerli1) June 25, 2025 3) In 2022, around 77% of …
Boomers make up 20% of the US Population They own 40% of all the houses They are dying at the fastest pace on record — Darth Powell (@VladTheInflator) June 24, 2025 check this pic.twitter.com/ubWtmGj5Y9 — Darth Powell (@VladTheInflator) June 24, 2025 Boomers be like, here's this $500,000 house for the low price of $1.4m pic.twitter.com/B9FrAnEDjV …
⚠️US stock market concentration Bubble is huge: The top 10 largest S&P 500 stocks reflect ~38% of the index market capitalization, just shy of a RECORD high. This is over 10 percentage points higher than at the 2000 Dot-Com Bubble peak. The market is dependent on few stocks. pic.twitter.com/7jfzEfhx6L — Global Markets Investor (@GlobalMktObserv) June …
Bombs fall. Markets panic. Gold’s price doesn’t react. That’s not a glitch – it’s a warning. Headlines aren’t driving gold anymore. Not war. Not inflation reports. Just the slow, undeniable collapse of faith in business as usual… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the …
America’s most expensive housing market is right here in the bay area in Santa Clara county as far as large areas where people actually live. But even here the housing market is showing signs of cracking with inventory. Starting to pile up price is getting stale and more homes with the price cut than we …
Housing market and economic analyst, Amy Nixon, says that America is trapped in a demographic nightmare that could crash home prices and the economy, but will the ICE deportations make the crash even worse?
Iran is loading tankers and rushing oil out like it’s a race against time. Its main oil hub, Kharg Island, is packed to the brim with crude, even though exports jumped 44% in just 5 days. Satellite pics show tankers hiding far from shore, only darting in last minute to load and get out before …
Every year, as temperatures rise and traders head off to the Hamptons or Europe, something strange happens. The market, no matter how tense the backdrop, often goes quiet. The headlines slow down. The volatility cools. And for all the chaos people expect, the crash never seems to arrive in summer. It is not just superstition …
The Tel Aviv Stock Exchange ended at its highs of the day pic.twitter.com/D7PP5x4qJQ — Joe Weisenthal (@TheStalwart) June 19, 2025 Despite reports of Iranian missile strikes, including damage to the Tel Aviv Stock Exchange, Israel’s stock market hit a 52-week high on June 19. Key indices TA-35 and TA-125 remain in green as conflict with …
Kinda puts this into a different perspective now huh? Same thing with me talking about $UNF and $MAN. All kind of adds up. pic.twitter.com/PJuiYoEVOt — Amanda Goodall (@thejobchick) June 18, 2025 This chart is a clear warning shot to those still clinging to the idea of a “soft landing.” Every time the modeled Fed Funds …
lmfao pic.twitter.com/6anSLWhWlF — Darth Powell (@VladTheInflator) June 19, 2025 According to the national Association of home builders NAHB home builders are slashing prices on new homes at the highest rate since they have been keeping track. At the same time, the home builder confidence index levels continue to sink to new lows. about 33% below …
Israel’s market hit an all-time high today. Meanwhile, folks here in the U.S. remain jittery—missiles are falling like rain over there, yet their domestic market surges with unshaken optimism. pic.twitter.com/uxbIh3meKP — optionGeek (@StockShark16) June 17, 2025 While Iranian missiles tore through the skies over Tel Aviv, the Israeli stock market quietly broke a record. The …
What stage? 👇🏼 “Pennystocks just hit a record 47.4% of total market volume.“ – @dailychartbook pic.twitter.com/S6i7GDQ4aC — Kalani o Māui (@MauiBoyMacro) June 17, 2025 Tech Stocks relative to M2 Money Supply 🚨 Dot Com Bubble vs. Now 🤯🤔 pic.twitter.com/fVJLy7HCuB — Barchart (@Barchart) June 17, 2025 Big “risk off” sign. https://t.co/RKPFDQegTA — QE Infinity (@StealthQE4) June …
The typical U.S. homebuyer puts 15% down, essentially unchanged from 15.1% last year. FHA and VA loans are becoming more common as the housing market tilts toward buyers. Just over 15% of mortgaged homebuyers use an FHA loan, and just over 7% use a VA loan, up from last year. 31% of buyers are paying …
The numbers are no longer whispering. They’re screaming. The gap between what homes cost and what Americans earn has never been wider. Not in 2008. Not in 1980. Not even during the COVID frenzy. This is new territory. And it’s cracking. The median home price in the U.S. now sits at $416,900. That’s up over …
The tide has turned. After years of sellers calling the shots, the housing market has finally shifted. Berkshire Hathaway Home Services isn’t whispering it. They’re spelling it out. The market now belongs to the buyers. This isn’t a theory or a forecast. It’s already happening. Inventory has ballooned past 500,000 active listings, the highest level …
A must listen with Jeff Gundlach. He's gotten the fuck out Stock valuations are a joke Reminds him of 1999 and 2007 Scams last longer than anyone thinks "takes forever" for defaults to finally arrive pic.twitter.com/ecGYq4jiVx — Darth Powell (@VladTheInflator) June 14, 2025 A colossal inflection point – What are bonds telling us? *Book ideas, …
The market is going to tank worse than Friday if the bombings continue — QE Infinity (@StealthQE4) June 15, 2025 The largest natural gas field in the whole world is completely on fire after an Israeli airstrike. pic.twitter.com/LIsaQTudbn — Spencer Hakimian (@SpencerHakimian) June 14, 2025 Iranian missiles are landing in central Israel, per BNO: pic.twitter.com/FAeNHb3Yqi …
Ooof. If this is somehow true the market would tank. If Iran has a nuke the game changes. https://t.co/RIeIHaFVnw — QE Infinity (@StealthQE4) June 14, 2025 $200 a barrel minutes later would follow. https://t.co/JA9wWLeJ72 — The Great Martis (@great_martis) June 13, 2025 🚨Iran will intensify its attacks on Israel and target the regional bases of …
BREAKING: $340,000,000 liquidated from the crypto market in the past 60 minutes. — Financelot (@FinanceLancelot) June 12, 2025 "The more assets you hold on Coinbase, the more bitcoin you earn on your purchases." Why do they want to hold your bitcoin? Very weird stipulation to include if they aren't making money on your assets. https://t.co/yvdnPRHvve …
