Independent thinking for complex markets and current events
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 a socioeconomic one and now, when the worst winter month is about to begin, they …
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 same time, real estate developers are back in the news facing insolvency; a threat that …
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 upside to things and offer up stock picks. Useless — QE Infinity (@StealthQE4) December 27, …
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 has reignited concerns about the stability and resilience of the decentralized finance space. https://www.marketwatch.com/data-news/large-cryptocurrencies-drop-on-polkadot-chainlink-decreases-f5dac385-6bcc987e3d17?mod=mw_latestnews
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 man will it have a seizure like end but I’m not timing it pic.twitter.com/WcU0nBEubo — …
Company make profit, stock goes down Company loses millions, stock goes up I still dont understand this one. h/t gorillaz0e
Another $1 billion $USDT has been minted out of thin air by the #Tether Treasury, and injected into #Bitcoin. Notice how unstable and weak Bitcoin is, but the moment they mint and inject, things start flying. Not sustainable! pic.twitter.com/UYCz7xLdRM — Jacob King (@JacobKinge) December 11, 2024 JUST IN: XRP bounces 10% after #Ripple officially receives …
By Graham Summers, MBA | Chief Market Strategist You’re going to be hearing a LOT about quantum computing in 2025. Quantum computing is a type of computing based on quantum mechanics. Experts believe it to be the next generation in computing. It is highly complicated and capable of handling problems that traditional computers cannot. And …
If it's worse than 2008 while markets are at all-time highs, how bad will it get when markets sell off 60% to 80%? 2008 is going to look like a fun field water park. https://t.co/Esen1DAGwf — The Great Martis (@great_martis) December 4, 2024 WARNING: Housing defaults have just skyrocketed This is unlike anything we’ve seen …
More work is needed to tackle risks outside the banking sector, according to a Bank of England study which found that a market crisis would be amplified by fire sales of assets by pension funds, hedge funds and other investors. The BoE said a sharp rise in sovereign and corporate bond yields caused by “a …
BREAKING: Over $495,100,000 have been liquidated from the crypto markets within the last 24 hours. This is the single largest #Bitcoin liquidation event in history, just days after Jim Cramer told investors to buy and called $BTC a winner. pic.twitter.com/WXYGerKR0a — Jacob King (@JacobKinge) November 24, 2024
History may not repeat, but it certainly rhymes. Trump is being handed a ticking time bomb… pic.twitter.com/yeRbdseDTy — E.J. Antoni, Ph.D. (@RealEJAntoni) November 13, 2024 My best guess is Trump is going to be forced to slow things down by the bond market. See Bill Clinton in 1992 if you wanna see the power of …
Europe lets go first. As predicted. Who's paying attention? https://t.co/SVN9RwU1Y6 pic.twitter.com/kuuOMnx2Ov — The Great Martis (@great_martis) November 12, 2024 BREAKING 🚨: Europe European Stocks plunging through their 200D moving average pic.twitter.com/C2IQW8EGkW — Barchart (@Barchart) November 13, 2024
Bond yields surge despite Fed cuts, exposing weakening control over markets. The 10 year note yield is just causally up another +13 basis points today. That's +85 basis points since the Fed started CUTTING interest rates. And, no one seems to care. Why has this become normal? pic.twitter.com/zoV9TshYmG — The Kobeissi Letter (@KobeissiLetter) November 12, …
Fraud typically emerges during market bubbles, not at market bottoms. During bubbles, investor excitement and speculation drive prices to unsustainable levels, attracting scams and fraudulent schemes. In contrast, market bottoms are marked by fear and low confidence, resulting in less fraudulent activity as investors are more cautious. 🚨 BREAKING NEWS 🚨 NVIDIA HAS ASKED FOR …
Despite war in Europe, renewed instability in the Middle East, worsening trade relations and growing fiscal demands on governments (for defense, the energy transition and aging populations), investors are pricing in further interest-rate cuts and ambitious asset valuations. In fact, they seem decidedly optimistic — often a precursor of surging financial stress. https://archive.is/mCkZu h/t mark000
#recession … #Global $USD #Liquidity Squeeze edition https://t.co/33Ts5hbVHb pic.twitter.com/pc9KFHqddF — Invariant Perspective (@InvariantPersp1) October 31, 2024 It's end of month and we should be seeing more cash piling up on the sidelines (sometimes referred to as window dressing) but instead RRPs have plunged this week, down $50 billion to just $201 – why is no …
Trump can just do nothing but rest and win. https://polymarket.com/elections This what the betting sites are saying too. https://t.co/fGVSrIiPkS — QE Infinity (@StealthQE4) October 16, 2024 AC
https://twitter.com/yayavarkm/status/1846267202380648549
2/ The yield curve just steepened by 1%, coming out of an inversion The last time we saw this was in 2020 during the COVID-19 recession pic.twitter.com/L2gzkGSCI8 — Bravos Research (@bravosresearch) October 8, 2024 4/ So, where's the recession now? GDP growth in the US is still at a healthy 2% The job market remains …
“Stock markets to fall 50% or more as gold and silver rise by hundreds of percent. Quite a few people disagreeing with the attached post, and even saying 0% chance. Please study the evidence. It’s becoming highly likely” Stock markets to fall 50% or more as gold and silver rise by hundreds of percent. Quite …
https://twitter.com/FinanceLancelot/status/1841778795356762343
via notayesmanseconomics We find ourselves opening the week by looking East but this time to Japan, although there is a Chinese nuance. This saga starts in the foreign exchange markets on Friday where in the early hours the Japanese Yen took rather a dive to 146.60. Just as analysts were sending out their explanation of …
NEW YORK–(BUSINESS WIRE)– Pfizer Inc. (NYSE: PFE) announced today that it is voluntarily withdrawing all lots of OXBRYTA ® (voxelotor) for the treatment of sickle cell disease (SCD) at this time, in all markets where it is approved. Pfizer is also discontinuing all active voxelotor clinical trials and expanded access programs worldwide. Pfizer’s decision is based on the …
Credit & stock markets pricing in 250bps rate cuts and 18% SPX EPS growth between now and end-2025…don’t get much better than that for risk so investors forced to chase. – BofA pic.twitter.com/OYr3EKJZbR — Win Smart, CFA (@WinfieldSmart) September 25, 2024 Nvidia and Apple account for over 20% of the average retail investor's portfolio. pic.twitter.com/MiGahSKhdY …
There’s a reason why the big boys have been selling and holding cash. The market may not correct right away but when it bottoms it will take years to recover. The difficulty will be determining when the bottom is in. — JettBlast (@JettBlast00) September 18, 2024 8/ The Fed cuts rates in response to economic …
Beginning of the end https://t.co/QFLfpZtAoW pic.twitter.com/2s6353xJiX — Darth Powell (@VladTheInflator) September 18, 2024 GOLD A rate cut would send gold parabola before markets crash in coming weeks. pic.twitter.com/9rhpsWHtBG — The Great Martis (@great_martis) September 17, 2024 Interest rates are crashing similar to pre-2008 levels, signaling potential economic instability. Interest rates are crashing like they did …
THIS IS INCREDIBLE: Warren Buffet's Berkshire Hathaway cash as % of total assets SKYROCKETED to 25.0% in Q2 2024, above the Q2 2005 high of 24.5%. Back then Buffett’s level of cash stayed elevated until the end of 2007 when the Great Recession started👇https://t.co/jCbnGnUoe3 — Global Markets Investor (@GlobalMktObserv) September 17, 2024 ⚠️FED'S BALANCE SHEET …
By Graham Summers, MBA | Chief Market Strategist This is BLATANT manipulation! Stocks suffered a mini crash in early August when the Bank of Japan blew up the carry trade. Peak to trough, the S&P 500 lost 10% in a matter of three days. Then “someone” stepped in, buying stocks hand over fist, and the …
