A hub for independent voices and signals
The heavy concentration of the seven largest stocks in the S&P 500 raises concerns about diversification and market stability, especially if these stocks face underperformance. 🇺🇸 S&P 500 The concentration of the seven largest stocks in the S&P 500 raises …
The sustained 18-month decline in the Conference Board Leading Indicator is a worrying trend reminiscent of historical economic crises, particularly in 1973-74 and during the Global Financial Crisis. The current -7.8% decrease aligns with significant economic downturns over the past …
by _BreakingGood_ All of the memes and jokes about how “the bears were wrong, the market is booming” changes nothing. There are foolproof indicators of a recession on the horizon and those denying it are in denial. The yield curve …
As we approach the new year, a shift toward credit risk is expected, replacing interest-rate concerns, according to Mohamed El-Erian. The recent steep drop in October’s Producer Price Index (PPI), the largest since April 2020 during the Covid lockdown, heightens …
@KeithMcCullough warns that the recent surge in Regional Banking ($KRE) and Real Estate ($XLRE), often seen as positive, could be a bear market bounce, potentially misleading investors before a recession. Drawing parallels to the Great Financial Crisis, McCullough highlights this …
via naturalnews: The U.S. Treasury market has been awfully shaky for quite a while but it had its worst day in six months on Thursday, November 9, as measured by the performance of the Bloomberg Treasury Index. A disastrous auction of 30-year Treasury bonds …
The clearest wave count. And the worst case for bulls. This portends panic before the end of the year. pic.twitter.com/Lvjh9hfIAN — Mac10 (@SuburbanDrone) November 14, 2023 "This time is different" pic.twitter.com/Wvm3oZO2Wb — Mac10 (@SuburbanDrone) November 14, 2023 Bulls, you gave …
BofA’s latest survey signals a worrying trend as 76% believe the hiking cycle is over, 80% expect lower short rates, and a record 61% foresee lower yields. Investors are shifting to bonds at the highest rate since 2009. Notably, the …
There’s always free cheese in a mousetrap, don’t take the bait. AC
“The median stock is down 36%, this is one of the worst bear markets in history, and everybody is talking about it as if it is a bull market” Check out the first half of my convo with @profplum99 here …
When the yield on corporate bonds gets close to the yield on treasuries, it can signal that investors are choosing the safer treasuries over corporate bonds. This shift suggests that investors are favoring the lower-risk treasuries, leading to less investment …
In a concerning departure from the norm, overnight markets are witnessing unsettling sell-offs, followed by perplexing rallies during regular trading hours. This topsy-turvy trend contradicts the typical pattern where most gains occur outside regular hours. What’s even more disconcerting is …
The dwindling demand for oil-based lubricants, reaching its lowest point in over four decades, is a stark indicator of the challenges facing the manufacturing sector in the United States. This decline in demand is far from indicative of a ‘soft …
by confoundedinterest17 US inflation is lower than it was a year ago (cheers from The View CNN and MSNBC cheerleaders), but inflation remains stubborning above The Fed’s 2% target rate and will likely remain above 2% for the nexf few …
h/t ChampionshipUsed985
by TonyLiberty The US housing market is at its most unaffordable level in 39 years, with mortgage rates at record highs near 8%. Monthly principal and interest payments on a median-priced home have surpassed $2,500 for the first time since …
Almost exactly two years after going public via SPAC, WeWork, the struggling co-working start-up that once held a valuation as high as $47 billion, filed for Chapter 11 bankruptcy protection in New Jersey federal court Monday, having, as Wolf Richter …
The Federal Reserve’s efforts to weaken the labor market could have serious implications for the housing sector, as dwindling savings and potential job losses create a looming threat of rising foreclosures, amplifying the fragility of the housing market. If the …
South Korea’s decision to ban short-selling shares until June in the name of creating a “level playing field” is a striking move. South Korea will ban short-selling shares until June to ensure a "level playing field." Absolutely wild. Financial markets …
by polloponzi Here is a round-up of the doom and gloom headlines that have occurred in one of the worst downturns in freight market history. 30,000 employees out of work when trucking firm Yellow shuttered 2/ pic.twitter.com/NdBSIIfIxE — Craig Fuller …
The current economic landscape is giving rise to growing concerns, with labor market deterioration, tightened lending standards by banks, and persistent inflation creating a potential stagflationary environment that could impact consumers’ purchasing power and lead to an economic slowdown. This …
US housing situation keeps getting worse pic.twitter.com/aTjlWu6cDi — Bravos Research (@bravosresearch) November 2, 2023 https://www.salon.com/2023/11/02/maga-and-christian-nationalism-bigger-to-america-than-hamas-could-ever-be/
Super advanced fuckery market might come soon.. lower bond yields amid mild economic slowdown and china trying to stimulate the economy. Macro furus in McDonaldzuela — Alessio (@AlessioTMAD) November 1, 2023 https://twitter.com/RJRCapital/status/1719812124522828021 https://twitter.com/texasrunnerDFW/status/1719801829775585724 Blackstone Shareholders Get Mini-Tender Offer From MacKenzie …
by j_stars Is this why the treasury had to borrow 782 bill from the fed this quarter and the next because nobody is showing up for the bond auctions?
Biden's escalation of global conflict right now isn't a coincidence. This has all been planned, coordinated & timed as a narrative of the market crash + bank failures There's more though. They need an incident or false flag to directly …
The 2008 financial crisis ushered in the era of central bank intervention. What began as emergency measures, meant to rescue the economy after the bursting of the housing bubble, has turned into a permanent policy. The Federal reserve slashed its …
The path to achieving housing affordability presents a formidable challenge. With mortgage rates at 8% and current property prices, the National Association of Realtors (NAR) suggests that a substantial 63% increase in income is required. These figures underscore the pressing …
The collapse of the Dow Jones Transportation Average accelerated today. https://t.co/Lsn8Lg7H49 pic.twitter.com/5pqku3Qdjs — Financelot (@FinanceLancelot) October 26, 2023 Asian financial crisis 2.0? 👀 https://t.co/cMtcHCOXhb — Financelot (@FinanceLancelot) October 26, 2023 What BofA said couldn’t happen, just happened. pic.twitter.com/WTZWlN5CZ9 — Mac10 …
by confoundedinterest17 Bidenflation, a name for the combination of reckless Federal spending and excess monetary stimulus related to Covid, is still causing severe pain for the middle class. The massive Federal spending splurge is still working its way through the …
