A hub for independent voices and hard truths
Uncertainty rising—higher risk premiums ahead I keep hearing people talk about what they think is “priced in.” Some even say that the “worst case” is priced in. You are fooling yourself. Small samples of people pontificating on what’s going to …
Everyone "expects" the apocalypse… and nobody is actually trading it pic.twitter.com/KFF0544JgB — zerohedge (@zerohedge) April 1, 2025 Free Trade ends this week. Along with a 45 year bull market for stocks. pic.twitter.com/YHnyWPTUuB — Mac10 (@SuburbanDrone) April 2, 2025 The stock …
Liquidity moves markets. Everything else is just noise. That’s why Trump’s 20% tariff and the government spending cuts led by DOGE are setting off alarm bells. The U.S. is about to see a major shift in cash flow, and investors …
Downward #earnings revisions have been outpacing upward revisions. As you know,we have been stating for quite a while that #estimates were way to high and would have to adjust lower for #economic realities.H/T @sentimentrader pic.twitter.com/rzDVOxozSy — Lance Roberts (@LanceRoberts) March …
Goldman now expects core PCE to rise to 3.5% this year versus 3.0% under previous assumptions for less aggressive tariffs. They expect the Fed to cut three times in the second half of the year to address the hit to …
via creditbubblebulletin: Somehow, it staged a remarkable comeback. “Transitory” was spoken five times during the post-meeting press conference, twice by Chair Powell: “As I’ve mentioned, it can be the case that it’s appropriate sometimes to look through inflation if it’s …
Attention Bitcoiners: You guys are running out of time. Most of you are too young and inexperienced to recognize what the markets are telling you. The Bitcoin bubble has popped. Real gold is in and digital fool's gold is out. …
well when the member of the DTCC work for the same people they are suppose to regulate nothing will ever be fair @DOGE pic.twitter.com/B012ZMDlK4 — jacked4daMOASS (@AbelGuerrero28) March 16, 2025 The Depository Trust & Clearing Corporation (DTCC) has unveiled a …
The economic slowdown isn’t coming—it’s already here. Job market confidence is collapsing, growth expectations are slipping, and the data rolling in is far weaker than predicted. Yet, markets are still pricing in euphoria. That’s a recipe for disaster. Economic data …
Wow. Notable drop in consumer sentiment in February. American consumers do not like tariffs. "About one-third of consumers spontaneously mentioned tariffs, up from 27% last month and less than 2% prior to the election." "This is only the fifth time …
The rally in $GOLD is unstoppable and has initiated the next surge, which may drive prices toward the $3,000 zone. The double bottom formation indicates positive momentum, which is likely to push prices higher. pic.twitter.com/2h3SWRHfYA — Gold Predictors (@GoldPredictors) January …
A CAPE ratio of 37.0 feels like walking into a storm with no umbrella. The fact that it’s only been higher twice in history says it all—this is rare air, and it’s hard to breathe up here. The stock market's …
"If liquidity goes down at all in 2025, markets will crash." "There is one of the greatest global refinancing needs we've ever seen (in 2025)."https://t.co/RhEWHGaktg https://t.co/loBTMTxtqp pic.twitter.com/C6vA0uhbMW — Financelot (@FinanceLancelot) January 16, 2025 https://twitter.com/leadlagreport/status/1879829865047949643
This week (Wednesday morning) is CPI. Commodity prices back to 20 year highs. This is what I call Ponzi inflation. Bid up asset markets until they explode due to feedback through the economy. pic.twitter.com/VyscoXucnF — Mac10 (@SuburbanDrone) January 14, 2025 …
https://twitter.com/FinanceLancelot/status/1879287185138163932
In a move that might just restore some faith in government, Representatives Alexandria Ocasio-Cortez (AOC) from New York, alongside colleagues from both sides of the political aisle, have introduced legislation aimed at prohibiting stock trading by members of Congress and …
Its never been more obvious the markets are setting up for an epic downside crash. I know you have been spoiled on the “up-only” markets, but the FED cannot save you without causing massive inflation. They have to let equity …
In the last two days, $NVDA, a $3 trillion market cap company, swung 6% up and 6% down like a penny stock. What does this tell us? It highlights the speculative nature of hedge funds moving in and out. Just …
Treasury yield spreads widening could signal a significant market pullback, historically linking to major SPX crashes. Bear Porn Update: A freight train is coming for SPX, NDX, DJIA, and RUT…Why, you ask? Because history tells us. Just have a gander …
Saylor milking the markets beyond recognition. We all know how it ends. https://t.co/TMNYG4PtDS — The Great Martis (@great_martis) January 4, 2025 Is crypto used by Americans for non-speculative reasons? The Fed recently surveyed 4,578 people, asking if they had used …
From my perspective, the main takeaway is that Fed liquidity has been locked into a “stair-stepping downwards” pattern since April 2024. Starting from a new lower base at the beginning of every quarter. The “stealth QE” that occurred during 2023 …
pic.twitter.com/BmgN8RzSM3 — Jack Krzewinski (@JackKrzewinski) January 2, 2025 "The relentless surge of the U.S. dollar is primed to cut a swath of carnage through Asia’s asset markets, leaving economic strain in its wake. The dollar wrecking ball similar wreaked havoc …
Markets Euphoria vs Economic Reality Update 🚩 BLS is about to announce another 650k jobs downward revision on top of the 800k jobs revisions few months ago 🚩Both France and Germany are in a deep political crisis on top of …
China is a complete sh*t show. Their 2008 moment. https://t.co/z9K9spoqBU — QE Infinity (@StealthQE4) December 29, 2024 Bazooka’s and bank recaps. Nothing has worked. Instead, China’s industry is in freefall with deflation threatening to spiral out of control. At the …
These clowns on CNBC seem to not have a care in the world about what’s happening today and for most of December. What value does this network bring to investors? They never discuss downside risks. They only look at the …
Checking in on crypto … pic.twitter.com/8mgHaUHMdH — Markets & Mayhem (@Mayhem4Markets) December 26, 2024 The cryptocurrency market faced a sharp sell-off this morning, rattling investors as major assets like Polkadot (DOT) and Chainlink (LINK) suffered notable declines. This heightened volatility …
The market is completely controlled by margin trading and the risk on appetite. As long as yen yield is low and sentiment is good we will double down on margin on the dips. So this bull market will continue but …
