A hub for independent voices and hard truths
by confoundedinterest17 Collapsing crypto and metal prices coupled with a tanking stock market is pointing to EXTREME FEAR. The BofA bull and bear indicator says the same thing. The realization that government is just a money laundering operation for politicians …
🚨 SILVER DUMP WAS DONE BY JPMORGAN, AND I'VE GOT PROOF. A COMEX report says JPMorgan closed its silver short around ~$78. Silver went from ~$121 to ~$74, then settled around ~$78. That's the EXACT level. That timing isn't random. …
Expect a lot of violence as the markets absorb the Warsh pick. Bitcoin was slammed too. Powell is pretty much irrelevant now. He only has two more FOMC meetings. The markets are going to want to know exactly how Warsh …
by Michael When the economy and the financial system are both greatly shaken at the same time, the consequences can be extremely painful. Most of you still clearly remember what life was like in 2008 and 2009. It was such …
It looks like the Japanese government just pulled the trigger and is now actively intervening in the FX market selling Treasuries to fetch USD they then dump to buy and strengthen the JPY 👀🚨 https://t.co/3M4VLLU0gg pic.twitter.com/Sdx5R1z2Zo — JustDario 🏊♂️ (@DarioCpx) …
Florida, Texas and California are now firmly at the center of America’s housing crash – accounting for 12 of the 14 major metro areas where home prices are falling. The sharpest drop was recorded in Dallas, TX, where median sale …
Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s. This marks a -1.6 percentage point decline since April, one of the fastest …
Fox: I think the market would actually be quite happy if the Supreme Court rejected Trump's current tariff strategy. It would be a positive for the market. That would mean less uncertainty. That would be better for the US economy. …
Citibank just dropped a bombshell warning: that in six days we are facing a massive economic slowdown and a stock market crash. The shocking truth, the real crisis is already brewing.
JP Morgan missed on its earnings after failing to sell as many bonds as it was expecting for its customers. At the same time, Jamie Dimon, the bank’s CEO, he of cockroach fame, was forced to acknowledge how the labor …
With the Fed hinting at cuts and Trump gearing up for a midterm narrative, you can hear the backroom consensus already: keep asset prices high even if Main Street is struggling. A market that only goes up when debt is …
They keep telling people everything is fine while quietly shoving emergency cash into the system like it is a house fire at 3 a.m. When banks start dumping mortgage paper just to get overnight money, that is not confidence, that …
This isn’t some random commodities pop. This is what happens when governments fund deficits with short-term paper and quietly drain liquidity from the system. Money tightens, stress shows up first in hard assets, and suddenly everyone remembers what real collateral …
There’s nowhere else to park cash with bonds broken, crypto unstable, Japan hiking, and China already heated. Metals aren’t just a trade, they’re the last real safe harbor left before the next wave hits. BofA's contrarian sell signal got triggered …
• U.S. stock markets will close at 1:00 p.m on Wednesday. The bond markets will close at 2:00 p.m. • The U.S. markets and most global markets will be closed Thursday for observance of the Christmas holiday. • Some global …
by davefairtex Here’s the data I got from the BOJ itself. It doesn’t update until end of month, so that JGB10Y should be 2.09, not 1.81. That’s bad, but not worst ever. Why this matters: the JGB 30 (blue line) …
“We’re standing at the edge of a market reckoning that will leave 2007-2008 looking like a footnote. The longest bull market in history doesn’t end quietly. Consider this your final warning. Heading into 2026 the underlying stress in financial markets …
Bond markets do not scream unless something is wrong. Japan cracking at a 26 year high while France and Germany follow is not a coincidence. This is the cost of pretending debt did not matter for a decade. Once the …
Jesse Cohen @JesseCohenInv Here’s my gameplan for 2026: >Go short S&P 500 & Nasdaq $QQQ >Hold until the market dumps at least 15%-20% >Buy the dip in top-tier tech stocks trading at single-digit EBITDA multiples >Fed Chair Powell fired >Wait …
All this cash flying around and Bitcoin still tanks. The markets are clearly not buying the Fed’s or Treasury’s happy talk. Liquidity everywhere but risk assets shrug and slide anyway. This is the kind of week that makes you wonder …
Anyone paying attention knows this is cooked. Prediction markets have no come back down on future rate cuts. Now a 25% chance of a cut in January — QE Infinity (@StealthQE4) December 18, 2025 So… CPI is down to 2.7% …
The Fed just admitted markets won’t buy $9 trillion of federal debt coming due. So the Fed will. Last time the Fed did this in the 1940’s it led to 20% inflation. When Germany did it in the 1930’s it …
Market liquidity is surging: The Treasury General Account (TGA) dropped -$78 billion over the last week, the largest liquidity injection since June. The TGA is the US government’s main cash account at the Federal Reserve, and when it declines, cash …
BOJ rate decision this week.💹 The bond market has decided for the BOJ, which is why it’s most likely they will hike rates and it would be a colossal mistake if they don’t. More importantly, the BOJ is likely to …
Jeff Gundlach on 2026 Positioning TLDR: > Long the belly (2-10 year maturities) > Long commodities > Long $GLD > Long high-quality fixed income > Long EM fixed income > Long non-US equities < Short USD $DXY < Short long-duration ...
$MSFT news last week now this, what is SEC doing? https://t.co/ieuyGXnoC3 — TT3 (@TradingThomas3) December 12, 2025 Grok: Oracle stock fell after Bloomberg reported delays in some OpenAI data centers to 2028 due to labor/material shortages. Oracle denied it, stating …
Ladies and Gentlemens, the Shiller PE just hit its highest level in 25 years. The second most overvalued market in history. Back then rates were rising; now we're cutting. LOL Guess what happens next. pic.twitter.com/4LyzObR7Ca — The Great Martis (@great_martis) …
Playing out, sadly: RECESSION INTO ALL TIME HIGHS #Employment ADP commentary from Chief Economist Richardson: “Hiring has been choppy of late as employers weather cautious consumers and an uncertain macroeconomic environment. And while November’s slowdown was broad-based, it was led …
Alternative data shows US layoffs are surging: Job cuts tracked by MacroEdge jumped +70,609 MoM in October, to 154,559, the highest in at least 2 years. Monthly job cuts have now exceeded 100,000 for the 5th time this year. At …
The collapsing collateral pyramid: When MBS replaces Treasuries in repo, the system is running out of AAA ammunition. This is exactly how the shadow collateral system breaks: •Treasuries = pristine •MBS = haircut-heavy, riskier •Agencies = dead middle •Everything below …