A hub for independent voices and hard truths
Update on T-bills. Last week’s wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as dealer participation in it. We discuss the implications plus dig into the reason why collateral is so important to begin with, and also why we don’t …
This market better get rolling soon next week or the Santa rally is dead. The markets been terrible this December. Very unusual — QE Infinity (@StealthQE4) December 13, 2024 That’s why I’m not buying. — QE Infinity (@StealthQE4) December 13, 2024
“The year is on track to have the slowest housing market in three decades, with a projected four million home sales, according to the National Association of Realtors — making 2024 the second straight year of historically anemic sales” Record low demand and sales, stubborn sellers holding out for higher …
In 2021 there were three spikes in Nasdaq Hindenburg Omens. The first two were followed by corrections -10%. The third one in November 2021 was followed by bear market. We see the same pattern in 2024. Two corrections (April, July) and a third spike in November: A Hindenburg… pic.twitter.com/VSngerA3Hl — …
Yup. So the housing markets just sits here and does nothing. No buyers no sellers because they can’t agree on an affordable price https://t.co/UFEektfCKe — QE Infinity (@StealthQE4) December 12, 2024 Annual income needed to buy a house over last 125 years. pic.twitter.com/RD57b008BQ — Nick Gerli (@nickgerli1) December 12, 2024
Any questions?https://t.co/vgMB7gVz3H pic.twitter.com/m94yuqKjV5 — Mac10 (@SuburbanDrone) December 12, 2024 These conditions echo the dot-com bubble, where the Nasdaq rose five-fold from 1995 to 2000, only to crash by 78%. Given the current high valuations and investor optimism, caution is essential. Investors should consider the risks and adjust strategies accordingly. https://twitter.com/MichaelMOTTCM/status/1867196888430109006 …
#recession … #StockMarket Bubble edition https://t.co/p7cgcLzyrT pic.twitter.com/So5TXB58ic — Invariant Perspective (@InvariantPersp1) December 11, 2024 Big cap Tech performance last 8 trading days $GOOGL 14%$AAPL 5.5% $MSFT 6% $META 10% $TSLA 18% $NFLX 6% — TT3 (@TradingThomas3) December 11, 2024 Bitcoin rippingGold rippingMost stocks ripping. Why? Because the Fed is a …
meanwhile stock market 😂 pic.twitter.com/42t88hpxDv — Punet (@pm_2781) December 10, 2024 Historically, extreme retail investor bullishness has often been associated with market tops or speculative bubbles. For example: Dot-com Bubble (Late 1990s): During the late 1990s, retail investors poured into tech stocks, driving valuations to unsustainable levels. The Nasdaq peaked …
1000 bps hike neededhttps://t.co/qkw3r8OJR1 — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) December 9, 2024 UPDATE: Luigi Coin is now one of the most traded coins on Solana, with a market value exceeding $54 million—up over 34,707% in the past 24 hours. pic.twitter.com/jNRq1X5cmI — Jacob King (@JacobKinge) December 10, 2024 …
Peter Lynch's wisdom is one of the few OG still relevant in today's market. — Space Investor (@SpaceInvestor_D) December 8, 2024
Without the inflated real estate market masking reality, 🇨🇦 economic downturn would be clear to everyone. pic.twitter.com/HYEjXawcWi — Shazi (@ShaziGoalie) December 9, 2024 People who make $160,000 can’t buy a house without government assistance. This country is so broken. pic.twitter.com/2lXf26PKHp — red pill rick (@igetredpilled) December 8, 2024 Bank of …
BREAKING: The median duration of unemployment in the US rose to 10.5 weeks in November, the longest in 3 years. At the same time, the average unemployment duration rose to 23.7 weeks, the highest since April 2022. Both metrics have been now rising at the pace previously seen at the …
Profile in WSJ today on struggles of high-end real estate market in Chicago. Again, no one is crying for these sellers, but it’s bad for tax base if property values get reset lower. More taxes for everyone else… We should aspire to have people competing to move here. Not out. …
An all-time high 43% of investors think there is a less than 10% chance of a stock market crash occurring in the next 6 months 🚨 pic.twitter.com/c46U09cdsC — Barchart (@Barchart) December 6, 2024 This is wild: The Euphoriameter, an indicator measuring investor sentiment, hit a record 1.1 points, according to …
Great strides have been made in technology and artificial intelligence, making humanoid robots seem like a not-so-distant reality. In a recent episode of Opening Bid, Citi Global Insights analysts Rob Garlick and Wenyan Fei discussed their research on the advancement of humanoid robots over the next 25 years. “Robots are …
Headlines you see at the top of the market: When Gold hits records highs, you see mostly crickets. When Bitcoin hits record highs, MSM: pic.twitter.com/g4hrlxyMI7 — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) December 5, 2024 Powell: "Bitcoin is not a store of value. It's too volatile" Reality: Bitcoin is …
https://twitter.com/NorthmanTrader/status/1864324436553290006 Costco's price-to-earnings ratio currently stands at 60. Let that marinate. — The Great Martis (@great_martis) December 4, 2024 The headlines say the market is surging due to CRM (Salesforce) earnings. Which is now a Dow stock:https://t.co/aS0saFoPxb The Cloud Computing sector is going late stage parabolic. The most since Biden …
1/ The Riv, a planned 37-storey tower at Queen & River St., is officially cancelled. Developers blame a dire condo market with rock-bottom sales and skyrocketing costs. — Shazi (@ShaziGoalie) December 4, 2024 3/ Condo sales in the GTA are 75% below the 10-year average. Developers can’t hit pre-sale thresholds …
Highest ever! Renowned contrarians! (Not a precise timing indicator BUT almost always ends badly) Go figure….. US Consumer confidence about the 12m outlook for the US stock market pic.twitter.com/hGtFPqlOWG — Chris Watling (@LongviewEcon) December 3, 2024 Positioning on S&P 500 Is Very Extended pic.twitter.com/ZleRSyP4j3 — Win Smart, CFA (@WinfieldSmart) December …
https://twitter.com/NorthmanTrader/status/1863950494399443177 🚨 BREAKING: $TSLA 3rd largest shareholder Leo KoGuan sells his shares citing the need to hedge his portfolio against a possible market crash reminiscent of 1929 https://t.co/9SreLrWliw pic.twitter.com/dvOck3qyNI — Financelot (@FinanceLancelot) December 3, 2024 We have: Korea in collapse Japan in a currency crisis China in a depression France …
Link:https://t.co/lHbaCra43b pic.twitter.com/2N52ECGZnI — QE Infinity (@StealthQE4) December 3, 2024 pic.twitter.com/7CgoDZFhhI — Darth Powell (@VladTheInflator) December 3, 2024
https://twitter.com/FinanceLancelot/status/1863493155582062968 Depression intensifies.. https://t.co/9oLzMHD7Fj — The Great Martis (@great_martis) December 2, 2024 A banking crash in one part of the world doesn't stay there; it's a global game of dominoes where banks fall one after the other. pic.twitter.com/2YT2ol8MBq — GoldSilver HQ (@GoldSilverHQ) December 2, 2024 When the cattle collectively realize …
U.S. regulators have approved a nonstop stock exchange to begin operations in the country, which is expected to boost overnight liquidity available to traders. The U.S. Securities and Exchange Commission in Washington on Sept. 18, 2008. Chip Somodevilla/Getty Images “24 Exchange announced today that it has received approval from the …
The Dow Jones Industrial Average and S&P 500 rose to new heights on Friday amid a shortened trading day that capped a strong month for equities. The S&P 500 added 0.56% to 6,032.38, while the Nasdaq Composite jumped 0.83% to 19,218.17.The Dow climbed 188.59 points, or 0.42%, to end at …
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 – …
This market is close to breaking point. There is now so much leverage that futures-implied equity financing costs are at the same spread to SOFR as during the height of the GFC. And Japan is about to suck a couple hundred billion of levered balance sheet out of US money …
Listen to the full podcast here: https://podcasts.apple.com/us/podcast/scott-bessent… CEO Technician – X
🔥 BlackRock Inc., Vanguard Group Inc. and State Street Corp. were sued by a group of states led by Texas for allegedly breaking antitrust law by boosting electricity prices through their investments, in the highest-profile lawsuit yet against the beleaguered ESG industry. Texas… pic.twitter.com/SLo0snWnmx — Melissa Hallman (@dotconnectinga) November 27, …
