A hub for independent voices and hard truths
Nothing is going to stop this. In the case of a deeper slowdown, T-bill issuance will accelerate even further. — Global Markets Investor (@GlobalMktObserv) November 18, 2025 We are borrowing so much because Social Security and Medicare are driving huge …
“THE GLOBAL FINANCIAL SYSTEM JUST BROKE IN TOKYO Japan’s 30-year bond yield hit 3.41% today. That number means nothing to you. Here’s why it should terrify you. Japan owes 230% of everything it produces. It’s the most indebted nation in …
by Michael The ride up was a lot of fun for crypto investors, but now many of them are getting wiped out by the ride down. For a long time, people were using borrowed money to make absolutely enormous returns in …
Authored by Mike Shedlock via mishtalk, I don’t know and you don’t either. Instead, let’s discuss “What If?” S&P 500 daily chart courtesy of StockCharts.Com, anecdotes by Mish Daily Technically Speaking Other than to say valuations are the most stretched …
Repo-pocalypse: Banks Are Quietly Borrowing from the Fed Again Like It’s 2020 The Fed injected $125 billion into the banking system in just five days — its largest short-term cash rescue since the 2020 crisis. Banks are tapping the Fed’s …
💥BREAKING: 🇯🇵 JAPAN’S 10-YEAR YIELD JUMPS TO HIGHEST LEVEL SINCE THE GLOBAL FINANCIAL CRISIS. pic.twitter.com/YDicvBvKV3 — Crypto Rover (@cryptorover) November 17, 2025 JAPAN JUST KILLED THE GLOBAL MONEY PRINTER AND NOBODY NOTICED The most dangerous number in finance right now …
CDS MARKET FLASHING WARNING SIGNS: CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits. We are seeing a ton …
People keep trying to drag this into crash talk while the tape is telling a different story. Breadth is firming and buyers keep showing up on every dip, so a short rally makes more sense than another doom cycle right …
by Michael What is the Fed not telling us? The numbers clearly indicate that big trouble is brewing in the banking system. I wish that I could specifically tell you which banks are in the most trouble, but at this …
Here is the set-up going into tomorrow and next week: Two weeks ago on Friday Trump pounded stocks lower in the morning by threatening to escalate the trade war with China. Last week, there were concerns over a renewed bank …
Here is the list of subprime lenders and related firms that have recently collapsed or filed for bankruptcy: Tricolor – Subprime auto lender and used car retailer; filed for Chapter 7 bankruptcy in September 2025 amid fraud allegations and triggered …
Money market funds just hit an all-time high of $7.4 TRILLION 99% chance the Fed cuts rates in 6 days. Rate cuts will push treasury holders to seek more risk, driving liquidity into Bitcoin and other assets Liquidity tsunami incoming …
This story just won’t go away. Private credit=subprime MBS 💀 https://t.co/LlOq0NvN1u — QE Infinity (@StealthQE4) October 22, 2025 Andrew Bailey has said the crisis in the $3tn shadow banking industry has echoes of 2008, in comments that will fuel concerns …
Thank goodness we have vigilant, hyper-competent stewards of our financial system such as Sens. Maxine Waters and Elizabeth Warren to ensure no systemic risks are allowed to threaten the solvency of our banks. What’s going on in the Corporate Junk …
First Brands BANKRUPTCY shakes credit markets: The collapse WIPED OUT $4 billion in leveraged loans held across ~80 CLOs from PGIM, Franklin Templeton, Blackstone, and others. The sudden failure is a major warning for the broader credit market and leveraged …
Crytpo saw its biggest liquidations in history Friday when Trade Wars 2.2 flared up. Commodities were also pounded, bonds bigtime bid, even stocks sent significantly lower. Tariffs aren’t really the issue here, either, as a confluence of negatives have been …
Housing markets "freeze" before they crash. Why? Because its an illiquid market primarily owned by broke morons who can't do basic math. https://t.co/5DlojhK7My pic.twitter.com/rjnEclAoap — Darth Powell (@VladTheInflator) October 8, 2025 Homebuyers Are Canceling Deals at a Record Rate. Here’s …
Emerging markets are early in the advance of a bull market. Continuing to rise ahead of U.S. markets.
Why is PLTR stock crashing today? The much-needed modernization of the U.S. Army’s battlefield communications network being undertaken by Anduril, Palantir (PLTR.O), opens new tab and others is rife with “fundamental security” problems and vulnerabilities, and should be treated as …
By the time the implosion of Housing Bubble 2.0 finishes playing out, I suspect a lot of unhappy landlords will be forced to slash rents to attract or keep quality tenants. 17% of Home Sellers dropped their asking price in …
S&P 500 pulls back after hitting fresh record as U.S. government shutdown continues: Live updates
Chinese exports are hitting records in many markets, per Bloomberg: pic.twitter.com/lGBUYIC7m5 — unusual_whales (@unusual_whales) September 30, 2025 President Xi Jinping’s export engine has proved unstoppable during five months of sky-high US tariffs, sending China toward a record $1.2 trillion trade …
People felt safe while the danger grew quietly beneath their feet and nobody saw it coming until it hit like a storm. If we ignore warnings again the next crash could be even uglier and hit faster than anyone dares …
The AI money loop is creating a surge in valuations that feels unstoppable, but it hides enormous risk. Nvidia’s investments into OpenAI, Oracle’s GPU purchases, and OpenAI’s massive capacity orders keep pumping cash around in a cycle that inflates stock …
“When we have the next crisis, the word ‘private’ is going to be in every headline,” says Cornell Professor Dave Collum. In this interview with Daniela Cambone, Collum warns that the biggest risks in the next financial crisis won’t come …
Friendly reminder: the 129-year-old Dow Theory flipped bearish back on March 14, 2025. The "things that make shit index" $DJI is pushing higher, but the "things that move shit index" $DJT is not confirming. Without confirmation, the "oldest market signal" …
What is the PPI report? The wholesale inflation unexpectedly declined last month, bolstering the case for the Federal Reserve to cut rates next week. This shows that inflation is cooling on the wholesale side!
by confoundedinterest17 Too much debt? The car market bubble is bursting! Subprime auto loan delinquency rates have now surpassed 5% for the first time in history. The 60-day delinquency rate for subprime auto loans has more than DOUBLED over the last 3 …
They can keep the whole thing afloat as long as they’d like The release valve is just the currency. Inflation is running at 3%-5% …and there's a 100% probability that the Fed cuts at least 25bps in ten days As …
History shows (12 out of 12 times since 1947) when unemployment rises, it rises hard and it rises fast. This time will not be different. pic.twitter.com/aTzJEzO9He — Bob Hyneman (@BobhynemanUSA) September 6, 2025