Independent thinking for complex markets and current events
We need a VIX for the treasury market! — BankerG (@BankerG2) October 25, 2023 Remember when Bernanke said the Federal Reserve putting "assets" on its balance sheet wasn't monetizing debt because it was temporary? That was 15 years ago. pic.twitter.com/YLE9vV6JJm — Darth Powell (@VladTheInflator) October 24, 2023 A few people are finally noticing the risks …
Cities like Phoenix on the brink of recording all-time high eviction numbers, as a growing number of apartments resort to desperate measures, including offering three months of free rent, amidst an unprecedented construction boom. The housing rental market is absolutely FUCKED. We've been reporting cracks in vacancy rates for over 6 months. Its ugly, we're …
JPMorgan’s CEO Criticizes Central Banks for ‘Dead Wrong’ Forecasts Jamie Dimon of JPMorgan lambasted central banks for their glaring past forecasting errors, casting doubt on their ability to navigate the looming economic uncertainties. He drew a grim parallel between today’s economic situation and the wasteful 1970s, while dismissing the potential impact of rate …
As Retail Awakens to Inflation, Bond Yields Have More to Go US yields are set to rise due to retail investors hedging against inflation. Bond rallies will be short-lived with a downward trend for Treasuries. After experiencing steady inflation for years, both professional and retail investors are adjusting to the new inflationary reality. With inflation …
The record-high subprime auto loan delinquency rate in September is deeply concerning, but it’s not just about the car market. The ripple effects extend to people struggling with their bills, families losing their means of transportation, and the broader economy. Many people have asked me to why I haven’t commented on the concerning auto loan …
https://coinmarketcap.com/ Look at the top. Yesterday it was like 42/100, now 67/100. Never seen a rise like that in 24 hours. Literally all recent bitcoin pumps are driven by a combo of ETFs flow and PBOC liquidity. pic.twitter.com/I0vEwKNuAI — Alessio (@AlessioTMAD) October 24, 2023 BREAKING: Bitcoin jumps nearly 15% today on news that Blackrock is …
Escalating mortgage rates have made buying a home prohibitively expensive, and renting is now the more compelling option. Home buyers are backing out of deals at the highest rate in a year, per BI. — unusual_whales (@unusual_whales) October 23, 2023 The number of homeowners hit with foreclosure notices in the third quarter of the year …
Janet Yellen: “We can afford two wars.” Bond Market: “No.” pic.twitter.com/BuVQJXExVA — James Lavish (@jameslavish) October 21, 2023
A financial market of this magnitude behaving like a speculative penny stock due to a single individual’s tweet about closing a position is a concerning and unhealthy sign for its stability and reliability. https://twitter.com/RJRCapital/status/1716500529147212201 🚨BREAKING: BILL ACKMAN COVERED HIS BIG BOND SHORT! “There is too much risk in the world to remain short bonds at …
via housingwire: In this brutal housing market, you’ll need to make $115K to buy the typical US home It is almost 3 times more than what the standard American household makes. The last two years of soaring mortgage rates and rising home prices have brought the fastest erosion in housing market affordability in modern history, …
Global trends are signaling a potentially more pronounced inflationary period than experienced in the past, leading to increased scrutiny of central bank strategies amid a surge in the cost of living, amplified by heightened interest rates and geopolitical uncertainty. OpEx is over and we could be on the verge of the greatest market crash we've …
by EasternLanguage205 Here are 84 famous Charlie Munger quotes in honor of his birthday: It takes character to sit with all that cash and to do nothing. I didn’t get to the top where I am by going after mediocre opportunities. To get what you want, you have to deserve what you want. That …
via schiffgold: Problems in the commercial real estate (CRE) sector continue to bubble under the surface. This is a major stress point for US banks and could precipitate the next phase of the financial crisis. A combination of high interest rates and declining tenancy is putting the squeeze on commercial real estate owners. As a …
WOW – Bill Maher finally admits what I've been saying for years … – college is a scam– Ivy League colleges are brainwashing institutes for liberalism. That's where dumb rich kids are sent. – the longer someone stays in college, the dumber they get.– they're all worthless… https://t.co/2HJ2nRunRO — Catturd ™ (@catturd2) October 21, 2023
The car market is facing an urgent crisis due to record-high auto insurance rates, with reports of potential buyers being quoted over $1,000 per month in certain markets, severely impacting volume and profitability. Brewing issue in the car market: Record-high auto insurance rates. It’s hurting volume and profitability in a big way, even more so …
AI: “Profiting from a bond market collapse, which often implies rising interest rates and falling bond prices, can be challenging and risky for retail investors. Here are some strategies to consider, but keep in mind that these carry inherent risks, and it’s essential to consult with a financial advisor before making investment decisions: Short Selling …
Shorting large cap tech stocks has been a losing trade for over a decade. It's unlikely that changes without a shift in market sentiment. It may really be that a few stocks driving the market is the new normal. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) October …
by TonyLiberty The fact that cash now provides a better return on investment suggests a significant change in market dynamics in terms of risk vs. reward. When cash is paying a higher yield than stocks, it means that investors are willing to accept a lower return on their investment in order to have access to …
When Japan intervenes to stabilize its currency by selling US treasuries, it can lead to increased US yields and reduced market liquidity. When Japan is forced to intervene in their currency when it hits 150:1 typically it means dumping US treasuries so that can take Yen out of a circulation When they do this it …
It’s probably going to get worse for a while before it gets better. I don't think we are being told the truth about true economic data like inflation or jobs numbers 🚨🚨🚨 pic.twitter.com/L6xrm2sBpp — Wall Street Mav (@WallStreetMav) October 20, 2023 Stock market valuations stand at one of the three great bubble extremes in U.S. …
by confoundedinterest17 Housing in the US is simply unaffordable! Under Bidenomics, home prices are up 30% while real weekly earnings growth has been negative for most of Biden’s Presidency. And mortgage rates are up 178% under Bidenomics. Sky-high mortgage rates and still-rising home prices have made it harder than ever to afford a home, especially for …
by Jeeperg84 Parents are helping adult kids buy first homes This is becoming more and more the norm…guessing this is the only way alot of people have any shot at a home. https://www.nbcnews.com/nightly-news/video/parents-buying-homes-for-their-children-as-affordability-plummets-189032517692
Rates Are Ruining the Housing Market ⚠️Persistent inflation in shelter is evident at 7.2%, with rental inflation at 7.4% ⚠️The median mortgage payment, excluding fees and taxes, has surpassed $2,800 monthly ⚠️Since 1985, median household income has risen just under 40%, while… pic.twitter.com/rni6R4VyVK — Hedgeye (@Hedgeye) October 18, 2023 30-Year Treasury Yield closes at 5% …
Permanent job losses have been on the rise A spike in this metric has sysmtematically led to a recession Current rate of increase is comparable to: – Dot Com bubble– Financial Crisis– Pandemic All three instances experienced significant economic downturns, Resulting in… pic.twitter.com/yB2EPvxOV6 — Bravos Research (@bravosresearch) October 18, 2023 60bps away from starting our …
by DesmondMilesDant Caption: High-quality debt created by data provider BondCliQ. https://www.bloomberg.com/news/articl… Caption: This H-portfolio contains 30 bonds covering major sectors such as tech, utilities, energy and financials, and includes bonds sold by Deere Capital Corp., Lowe’s Cos Inc., AMZN etc. This is the largest, most liquid, market in the world. It is heading …
This is how close we are to a market crash: pic.twitter.com/eP8PFXI0AQ — Mac10 (@SuburbanDrone) October 17, 2023 Walmart CEO Warns Americans Will Freak Out This Winter As Prices Continue to Soar; Goldman Warns of a Consumer Crisis Bulls, artificial intelligence got you into this mess, but it can't get you out. pic.twitter.com/rnMmt8so61 — Mac10 (@SuburbanDrone) …
Chinese property stocks are on track for a 14-year low, as stress in the sector continues to rise amid slumping home sales and deepening debt woes for major developers, per Bloomberg. — unusual_whales (@unusual_whales) October 18, 2023 Fears that Country Garden will defaultAre growing by the day pic.twitter.com/Shl9wCMNca — Longview Economics (@Lvieweconomics) October 18, 2023 …
This is just further proof that the Fed’s policies are harming the economy and benefiting only the rich. The fact that bankruptcies are rising shows that businesses are struggling to keep up with higher interest rates, and this is ultimately going to hurt consumers as well. The Fed needs to stop hiking rates and start …
Thomas Carper bought 30k in $PSQ, an ultrashort $QQQ index, on July 13 2023. He hedged/shorted in the past with great results with $HDGE, $SH & $PSQ. He got out of his positions in August/September, as the market fell and he sold for a cool +15%. — unusual_whales (@unusual_whales) October 14, 2023 Senator Thomas Carper …
