Independent thinking for complex markets and current events
“WHY DOES THE STOCK MARKET SEEM SO DETACHED FROM ECONOMIC REALITY? Because it is—and it’s normal! Near the end of economic cycles, we typically see more obfuscation in financial markets Stock buybacks are a good example of this” WHY DOES THE STOCK MARKET SEEM SO DETACHED FROM ECONOMIC REALITY? Because it is—and it’s normal! Near …
Unilever stock loses $2.5B amid calls to boycott Ben & Jerry’s over tweet Ben & Jerry’s parent company has lost roughly $2.5 billion in market cap amid calls to boycott the Vermont-based ice cream maker over a July 4 tweet condemning the US for existing on “stolen Indigenous land.” Shares of Unilever, the Anglo-Dutch multinational firm, slid …
Source: @SuburbanDrone h/t Simian_Stacker
Buckle up. https://t.co/chFvOntM28 pic.twitter.com/vpe6MGyW04 — Financelot (@FinanceLancelot) July 5, 2023 https://twitter.com/FinanceLancelot/status/1676942029039837185
by BoatSurfer600 Source: Sagar Singh LinkedIn Labour market still remains hot as shortages loom. The stagflation is upon us in Europe. pic.twitter.com/Nyt39eG6JV — The Macro Guy (@SagarSinghSetia) June 28, 2023 Remember 2008? It’s happening again! Some European countries are exhibiting activity similar to the 2008 GFC. The cyclical sectors of the economy are facing a …
People keep responding, “This is due to a decline in the number of people who are marriage material” Are young people in America really on a serious slope of decline in terms of character and relationship skills, or do we have higher standards compared to prior generations? — Amy Nixon (@texasrunnerDFW) July 5, 2023 Everything …
“Despite US economic activity sharply contracting, the market has been moving higher This is not the time to FOMO” Despite US economic activity sharply contracting, the market has been moving higher This is not the time to FOMO pic.twitter.com/LymLphScDd — Bravos Research (@bravosresearch) July 5, 2023 “The labor market has begun weakening Jobless claims has …
via WSB: In the rapidly evolving world of technology, NVIDIA has emerged as a leading player in the semiconductor industry. Known for its advanced graphics processing units (GPUs) and artificial intelligence (AI) technologies, the company has garnered significant attention from investors. However, in the current economic environment, there are growing concerns that NVIDIA’s stock may …
“Almost 70% of home loans in the United States have a 4% or less interest rate. Millions of people won’t want to give up those mortgages so they can take on a 7% loan. So if you think there is an impending housing market crash? You’re wrong.” Almost 70% of home loans in the United …
Recent stock market surge deviates from reality, with fund managers buying overvalued stocks to catch up, pushing the market higher. https://twitter.com/MFHoz/status/1674879653008359424 Look at NAIIM, they are fully invested now. — The Macro Pulse (@TheMacroPulse) June 30, 2023 Nine months down, and nine months up. And what a load of bull shit we've had to suffer …
by betsharks0 AAPL is currently trading at $191.855 +2.265 (1.18%). The market cap for AAPL is 3.017T which makes it the largest company by market cap in the world.
Tight monetary policy has significantly deteriorated the housing market % of houses featuring price cuts reached record levels in 2022 Even though the % has reduced since, it's still historically very elevated pic.twitter.com/lnrApBVay0 — Bravos Research (@bravosresearch) June 29, 2023 Stronger than expected GDP. Rate hike odds now 90%, market's about to explode. pic.twitter.com/9FEzipo4SI — …
by Simian_Stacker https://www.cnbc.com/bonds/ Big moves in the debt market. US 3M T-BILL YIELD new high wen 50bps pic.twitter.com/mCbZMOxnf0 — Alessio (@AlessioTMAD) June 29, 2023 1-Year Treasury Bills now have a yield of 5.32%, the highest level since December 2000 pic.twitter.com/jKj27cpliq — Barchart (@Barchart) June 29, 2023 The decline in headline CPI is primarily driven by …
All 23 US banks that participated in a new Federal Reserve stress test would be able to withstand a severe global recession, demonstrating the strength of the biggest financial institutions at a time when the banking industry still is on uncertain ground. Results released by the Fed Wednesday show that these banks would have enough …
You’re welcome -Tax Payers. h/t TonyLiberty
The Airbnb collapse is real. Revenues are down nearly 50% in cities like Phoenix and Austin. Watch out for a wave of forced selling from Airbnb owners later this year in the areas hit hardest by the revenue collapse. 1) What's scary for the US Housing Market is just how many Airbnbs there are. Data …
Just one of the reasons I still don't think this is a 'new bull market'.#StockMarket #BullMarket #Investing #Trading #Divergence #VerifiedInvesting #FederalReserve #Inflation #Recession pic.twitter.com/RFjQv3hyUV — Gareth Soloway (@GarethSoloway) June 26, 2023 pic.twitter.com/sxZWCJgwxl — Mac10 (@SuburbanDrone) June 27, 2023 pic.twitter.com/sLNhRuscmX — Mac10 (@SuburbanDrone) June 27, 2023
By Graham Summers, MBA As I’ve noted in our last two articles, the $USD has begun a significant decline against most major currencies (the Euro, the Pound and the Franc). And the only reason it is showing relative strength against the Yen is because Japan’s central bank continues to ease monetary conditions. What’s happening here? …
“Diabetes is skyrocketing, with more than 500 million people of all ages living with the disease and the number of cases worldwide projected to hit 1.3 billion in the next 30 years. ‘The rapid rate at which diabetes is growing is not only alarming but also challenging for every health system in the world, especially …
🚨Breaking: Swiss National Bank issues CBDC on Switzerland's exchange🚨 "This is not an experiment. It is real money equivalent to bank reserves, testing real transactions with market participants," Chairman T. Jordan The pilot project is intended to be for a "limited time"😉😏 https://t.co/YnlzAWEzfU — Financelot (@FinanceLancelot) June 26, 2023 SNB to launch a wholesale CBDC …
The stock market of one of Australia’s closest neighbours is in trouble, with a huge tech company on the brink of collapse as its value plunges by more than 99 per cent. Thailand-based tech manufacturer Stark Corp has lost a staggering 99 per cent of its market capitalisation in the past six months and …
by EuphoricTrilby There’s a very good chance that the cost of the fine is way less than the fallout of these emails actually getting out. Oh well, it was just an accident. https://twitter.com/wallstreetsilv/status/1671927820484747264?s=46&t=T37mFTn9E_HUaxN1rB76Hw https://www.sec.gov/litigation/admin/2023/34-97787.pdf These proceedings arise out of the deletion by JPMorgan of approximately 47 million electronic communications in about 8,700 electronic mailboxes …
by confoundedinterest17 The good news? Mortgage purchase demand fell only -0.05% from last week. The bad news? Mortgage purchase demand is down -35% since Resident Biden was sworn in. And mortgage refinancing demand is down a whopping -90%. Reason? Mortgage rates are up 128% under Clueless Joe. Mortgage applications increased 0.5 percent from one week …
7 Fear & Greed Indicators:* Market Momentum (Extreme Greed)* Stock Price Strength (Extreme Greed)* Stock Price Breadth (Extreme Greed)* Put & Call Options (Extreme Greed)* Market Volatility (Neutral)* Safe Haven Demand (Extreme Greed)* Junk Bond Demand (Greed) https://t.co/AR5REZUTVo pic.twitter.com/3C8MbfJiQI — Barchart (@Barchart) June 21, 2023 For the first time, (1) the S&P 500 earnings …
by Dismal-Jellyfish Source: Memorandum from the Division of Economic and Risk Analysis My understanding is figures 9 and 10 outline the daily market participants’ gross positions in securities exceeding 7% and 10% of the security’s market capitalization. On average, 65 participants exceed the 7% threshold daily, and 46 exceed the 10% threshold. The highest recorded numbers …
Its not just the #Fed… World Central Banks starting to add #liquidity See our latest liquidity heatmap pic.twitter.com/ryLxnyE4Sp — CrossBorder Capital/ GLIndexes (@crossbordercap) June 20, 2023 Corporate Insiders are selling heavily into the stock market rally over the last 2 months pic.twitter.com/bwBupLJWuh — Barchart (@Barchart) June 20, 2023 Credit card debt is now less than …
https://twitter.com/DataDependant/status/1671140724744519681 Rents collapse 20% in Austin? I thought there was a housing shortage? pic.twitter.com/GQtxMLYqIf — Darth Powell (@VladTheInflator) June 20, 2023
https://www.youtube.com/watch?v=dsYVIyTMdjQ A car market crash of unprecedented proportions has started to unfold, and the price declines we’ve seen so far in 2023 are nothing compared to what is coming next. According to analysts at UBS and Cox Automotive, an oversupply of vehicles is causing a price war that can trigger a crash much worse than …
https://twitter.com/MFHoz/status/1670916372975570944 https://twitter.com/MFHoz/status/1669723760742604805 Small-caps have been underperforming large-caps for nearly 10 years looking at this relative strength chart, but prior to that we saw small-caps outperform over the prior 10-12 years. Think we’re due for another small-cap outperformance cycle? pic.twitter.com/3jYF1YPLOE — Bespoke (@bespokeinvest) June 19, 2023 🚩🚩 UK 2-YEAR GILT YIELDS RISE TO 5% FOR FIRST …
