Independent thinking for complex markets and current events
BREAKING: October PCE inflation, the Fed’s preferred inflation measure, RISES to 2.3%, in-line with expectations of 2.3%. Core PCE inflation RISES, to 2.8%, in-line with expectations of 2.8%. Core CPI, PPI, and PCE are all back on the rise. What happened to the “Fed pivot?” BREAKING: October PCE inflation, the Fed's preferred inflation measure, RISES …
Yes it’s literally this bad out there for housing. Next up, price drops. No one can afford to buy at these prices with mortgage rates this high. There’s no demand because there’s no affordability. If prices dropped, inventory would eventually start moving again. https://t.co/pyAglXFk0B — QE Infinity (@StealthQE4) November 27, 2024 Today’s new home sales …
by OpportunityNo2074 There are eery comparisions to the dot-com bubble, it is becoming increasingly hard to believe that a rising industry such as the AI one is worth what investors are betting its worth. Top 5 Positions in the S&P500 index as of as of 11/22/2024. Rank Company Weight Price 1 Apple Inc. 6.91% 232.15 …
2/ In Nov 1928, Herbert Hoover won the US presidential election Amid one of the strongest stock market rallies ever seen The euphoria carried on for a few months post-election But eventually gave way to Black Tuesday and the Great Depression Leading to nearly a decade of… pic.twitter.com/INJJ0m5pcB — Bravos Research (@bravosresearch) November 26, 2024 …
Nvidia Update Its considered a bad omen when the golden child refuses to follow the bourses. Money flow and momentum descending. Guess what happens next ? https://t.co/BDKPgL5IJd pic.twitter.com/sbZNR1wSyg — The Great Martis (@great_martis) November 22, 2024 S&P500 No room for complacency. pic.twitter.com/YWVMKZ2wgb — The Great Martis (@great_martis) November 26, 2024 This is the next bubble …
Gold prices giving up Friday’s gains and coming back to a support area. If gold prices hold this area, the market is still tilted towards the bullish technical side. See how the day plays out… pic.twitter.com/MHjTkiyOaB — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) November 25, 2024
https://twitter.com/MichaelMOTTCM/status/1860708854905872779 BofA: 4th highest S&P 500 trailing 12m P/E in the past 124 years pic.twitter.com/HL04yEVb1a — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) November 24, 2024 https://twitter.com/NorthmanTrader/status/1860689912837636286 BofA: US stock market concentration hit a record high this month pic.twitter.com/x6an4Xfwtx — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) November 24, 2024 Bitcoin is about to become "safe collateral" …
🚨Toronto's New Condo Market Collapses Sales down 84%, future supply at risk as builders face soaring costs. This looks bleak….. So let's get at! THREAD🧵 pic.twitter.com/S4i9PC2z3v — Shazi (@ShaziGoalie) November 22, 2024 2/ 🏢 Condo prices drop: Down 1.6% year-over-year amid frozen buyer activity. — Shazi (@ShaziGoalie) November 22, 2024 4/ 🕒 Inventory levels climb: …
Wall Street hated Bitcoin until they figured out how to market and sell it to you. Just saying 🤷♂️ — Piker Capital (@PikerCapital) November 22, 2024 BREAKING: #Bitcoin exchange balance continues to drop. No one is prepared for what is coming. No one is. pic.twitter.com/Eiknp3zf1D — Carl ₿ MENGER ⚡️🇸🇻 (@CarlBMenger) November 22, 2024 BREAKING: …
Authored by Charles Hugh-Smith via oftwominds, The system has reached extremes that can no longer be rebalanced by policy tweaks, borrowing another couple trillion dollars or inflating asset bubbles. There are many possible answers to the question “what ails us?” but they all boil down to one reality: the socio-political-economic system has slowly transmogrified into one …
by ElementBulldog Total Number of Homes in the USA: 127,266,986 houses (all homes in the analysis): Breakdown of Homes Based on Loan to value ratio ( Loan Amount / Estimated Value of home) The estimated value of the home is subjective. The valuations used are very generous, often exceeding Zestimates by 5% to provide conservative estimates. …
⚠️VOLKSWAGEN PLANS TO CLOSE AT LEAST 3 GERMAN FACTORIES AND CUT THOUSANDS OF JOBS⚠️ The largest EU carmaker also plans to lay off TENS OF THOUSANDS of people out of its 300,000 workforce and slash pay by 10%. Brace for more rise in German unemployment👇https://t.co/6u5jTlo3xn — Global Markets Investor (@GlobalMktObserv) November 15, 2024 Unemployment Rate …
Silver is our long term gold, while crypto is just a pump and dump. h/t MrEdwL
I think everyone is in the POOL NOW! I think everyone is in the POOL NOW !!! https://t.co/9fw7M8Pa1y — BILL SIGNORILE THE WAVETIMER (@BILLSIGNORILE) November 12, 2024 🚨 U.S. High Yield Spreads have fallen to their lowest level since the Summer 2007 pic.twitter.com/UQr13GTXvr — Win Smart, CFA (@WinfieldSmart) November 13, 2024 "4.6% was the level …
Collapse in #German Swap Spread not due to fiscal risk, but to markets position for longer recessionary period while facing #liquidity issues. Swap spreads falling to zero and strong bull steepening was last observed in 2008 #GFC. German interest rates set alarm bells ringing. Collapse in #German Swap Spread not due to fiscal risk, but …
As seen in the chart below, US technology funds have seen historic outflows over the last month. With over $5 billion of outflows since October 1st, this is more than DOUBLE the outflows seen at the start of the 2022 bear market. Despite record highs, we have record selling. pic.twitter.com/KcMjrtv3VV — The Kobeissi Letter (@KobeissiLetter) …
The S&P 500 has reached an alarming 177% above its trend, setting a new record by the end of October. For perspective, in 1929 it peaked at 78% above trend, and in 2000 it hit 110%. This is a clear indication of market overheating. Warren Buffett’s Selling Spree Berkshire Hathaway has been selling stocks for …
https://www.youtube.com/watch?v=pQaU7vtL0-4 The recent warning issued by Goldman Sachs about a potential market crash has sent shockwaves through Wall Street and global markets. Goldman Sachs’s analysts have sounded the alarm, urging investors to brace for a massive sell-off that could decimate portfolios and erode trillions in market capitalization. The warning from Goldman Sachs carries significant weight, …
The Food and Drug Administration announced Wednesday that it would seek to pull a widely used ingredient in cough and cold medicines from the market, after the agency’s scientists concluded that the oral version of the drug is ineffective as a nasal decongestant. The FDA’s proposal comes more than a year after the agency’s outside …
And this is only half the story, there are so many GPUs being dumped in the “grey market” (this is how $NVDA itself calls it in its 10-Q fyi) that the “resellers” are now undercutting each other to move any inventory And this is only half the story, there are so many GPUs being dumped …
This chart should scare the hell out of the housing market. More and more people are content with just renting as housing affordability crashes Paying $600,000 for a house with rising property taxes and insurance costs annually all of the sudden isn’t so attractive anymore pic.twitter.com/YY3HazAyJM — QE Infinity (@StealthQE4) November 7, 2024
10y inflation swaps jumped with the market Make inflation great and middle class poorer again pic.twitter.com/skURIoF9md — Alessio (@AlessioTMAD) November 7, 2024 ALERT: Inflation-adjusted S&P 500 is very over-extended This also happened in: – 1913– 1929– 1965– 1999 Some of them were strong melt-ups But the market eventually fell With at least a 60% drop …
Zero enthusiasm. Aussie market knows the US pump is fake. Wont be long. pic.twitter.com/qx4P7oQtzS — The Great Martis (@great_martis) November 6, 2024 Nasdaq vs 10yr Guess what happens next ? pic.twitter.com/ksaVdqQuOZ — The Great Martis (@great_martis) November 6, 2024 Dow jones Gaps this wide close very quickly. pic.twitter.com/CwI5gWhZ32 — The Great Martis (@great_martis) November 6, …
With Trump there might be some short term benefits, but no president can change the long-term fundamentals. With Biden we have seen the green boom in the first two years to witness a green bust afterwards. We can expect tariffs, lower taxes, more deficits, but all of that doesn’t change the long-term picture. It might …
Fraud typically emerges during market bubbles, not at market bottoms. During bubbles, investor excitement and speculation drive prices to unsustainable levels, attracting scams and fraudulent schemes. In contrast, market bottoms are marked by fear and low confidence, resulting in less fraudulent activity as investors are more cautious. 🚨 BREAKING NEWS 🚨 NVIDIA HAS ASKED FOR …
US bond markets are rallying as investors scaled back bets on Donald Trump winning the presidential election. Meanwhile, an ABC News and Ipsos poll gave the Democratic candidate a 49pc to 46pc edge across the nation https://www.telegraph.co.uk/business/2024/11/04/ftse-100-markets-latest-news-uk-budget-us-election/ US bond market surges as investors reduce bets on Trump victoryhttps://t.co/JJqYcMVuNRHmm… Is the fix in? Republican House lawmakers …
Yield erosion accelerates. Dow jones breaches 3 months trend line Nasdaq Double top . Semiconductors Down 13% from A/T high. Gold forewarning. Cattle misdirected with hope and bullish narrative. DXY up 5% from low. The $VIX forewarning. God bless and Godspeed. Yield erosion accelerates.Dow jones breaches 3 months trend lineNasdaq Double top .Semiconductors Down 13% …
People need to start realizing that the ways things were with borrowing from 2010-2021 were an anomaly. Zero rates are gone. Never coming back. Inflation is a beast. It’s hard to stomp out. You need to crush it and the Fed refuses to do it. — QE Infinity (@StealthQE4) October 31, 2024 It’s hard to …
#Gold closed at a record high above $2,775, on track for its best year since 1979. The difference is that in 1979, #inflation was near its peak and the gold bull market was near its end, whereas now inflation is near its trough and the gold bull market is just getting started. #Gold closed at …
