Independent thinking for complex markets and current events
For a year, Wall Street’s dominant theme has been the so-called K-shaped economy, in which the well-to-do have powered financial activity despite lower earners’ struggles. This week, the nation’s largest banks reported a broadly disappointing set of quarterly earnings, marking the first stumble after a yearlong spree of rising markets and softening regulations paid off …
The pic.twitter.com/n5DK9NBjyU — David Levenson. I am increasing low beta leverage. (@PolarityRadio) December 8, 2025 The US 10-year yield has been in a downtrend since May (highlighted). Now it looks more like a breakout. pic.twitter.com/rVzSNwmvfi — Jim Bianco (@biancoresearch) December 8, 2025 A BIG STORM IS COMING!!! Look at these yields… – U.S. 10Y is …
Authored by Mike Shedlock via mishtalk, Trump rejected a one-year deal. Any guesses for how long now? Big I Told You So Well guess what. After refusing a one-year extension deal, Trump may agree to a multi-year extension. Please note Trump says it ‘may be necessary’ to extend Obamacare subsidies that fueled shutdown President Donald Trump …
Strange but totally “unrelated”coincidences … Venezuela has large oil reserves … Trump is planning on attacking Venezuela … Nigerian also has large oil reserves … Trump is planning on attacking Nigeria … coincidences do happen 🤷🏽♂️ pic.twitter.com/iNP1KVEmA5 — blakandblack (@blakandblack) November 1, 2025 President Donald Trump threatened Nigeria in social media post Saturday night that …
Hundreds of thousands of Americans 'may lose disability benefits as Trump plans to overhaul Social Security' https://t.co/FmHVTH3qIi — Daily Mail (@DailyMail) October 5, 2025 A new report has emerged, alleging that the Trump administration is considering removing a key factor from the assessment of an individual’s eligibility for Social Security disability payments. The Washington Post …
PLTR C-suite have sold over $500 million in shares since May. byu/corp_carrot inwallstreetbets
The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China to USA trade shut down. It takes ~30 days for containers to go from China to LA. 45 to Houston by sea, 45 to Chicago by train. 55 to New York by sea. …
Tesla's Net Income fell 71% over the past year to $409 million. This was the first sub-$1 billion quarter for Tesla's bottom line in 4 years. $TSLAhttps://t.co/l5IYmkeySJ pic.twitter.com/ecd8oAiHYk — Charlie Bilello (@charliebilello) April 22, 2025 BREAKING: Elon Musk announces he’ll be stepping back from DOGE starting in May. “Next month I will start allocating more …
TSMC is considering acquiring a 20% stake in an Intel spin-off, with Qualcomm and Broadcom also interested in investing. The deal is in early discussions and could face U.S. government scrutiny due to national security concerns. Intel has struggled in advanced chip manufacturing, making it a potential acquisition target. TSMC may acquire 20% stake in Intel’s wafer foundry …
Bolting billionaires. Ballooning budgets. A racial discrimination suit from a thwarted subcontractor. Who needs Jussie Smollett? The Obama Presidential Center (OPC) is turning out to be Chicago’s greatest hoax. Sprouting up on the city’s South Side in 2021 like an Egyptian funerary complex, the Taj Barack has already taken nearly twice as long to build …
DAYTON, Ohio (WDTN) — In 106 days, NATO’s Parliamentary Assembly will flock to downtown Dayton. Over Memorial Day weekend this year, international delegates will visit Dayton, and part of the downtown area will be transformed into what is being called “NATO Village.” Dayton venues announced for 2025 NATO Parliamentary Assembly Officials say this area will …
President Trump made it clear during his presidential campaign that tariffs will be a part of his policy-making. He has followed through on that. But tariffs are very risky business. Yes, you can get lucky with them being a political tool at times. But tariffs can also turn… pic.twitter.com/wcEr7HYHXy — Ron Paul (@RonPaul) February 3, …
CNBC’s Jim Cramer on Friday told investors DeepSeek might not pose as serious a threat to Nvidia ’s sales as many investors feared this week, saying the Chinese artificial intelligence startup may not have told Wall Street the full story about its large language model. “Is DeepSeek an alternate universe that bodes terribly for Nvidia’s …
by Martin Armstrong Brussels has been eager to oust Hungarian leader Viktor Orban. The prime minister has grown bolder in his battle against Ukraine regarding the nation blocking gas imports from Russia. Orban has not declared that he may not renew the European Union’s required sanction on Russia unless Ukraine renews the Russian pipeline deal. A …
Food stamp recipients could be prevented from purchasing soft drinks, candy, ice cream and more under a new House bill. Rep. Josh Brecheen, R-Oklahoma, introduced the Healthy SNAP Act last week. The bill would exclude junk food and prepared desserts from benefits provided by the Supplemental Nutrition Assistance Program, the official name for food stamps. …
"China is the most imbalanced economy in the history of the world. They are in a severe recession/depression. They may have -4% disinflation." -Scott Bessent https://t.co/k6Xv3ZGedR pic.twitter.com/KSXl2zBwX8 — Financelot (@FinanceLancelot) January 16, 2025 🚨The drop in China's government bond yields has been biblical: Ongoing property crisis, deflation, youth unemployment, falling demographics, massive debt, and low …
This is arguably one of the most critical macro developments unfolding today. Even when adjusted for inflation, the 30-year yield has reached its highest level in 15 years. The US cannot sustain this for long, in my opinion. It will need either higher inflation or a… pic.twitter.com/CBshI3xGwd — Otavio (Tavi) Costa (@TaviCosta) January 15, 2025 Gold is looking …
$SPX Chart Update: I can envision maybe a little weakness to begin the week then dip buyers buy up to close the week before the inauguration on the 20th. So we can likely fill that Trump Bump gap around 5,782, maybe slightly overshoot to as low as 5,750 to hit that major support trendline before …
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 at the attached chart first: The big deal is that Treasury spreads are widening once …
I’m inclined to let them go in a swap for Alberta. OH CANADA: Green Party leader Elizabeth May is proposing Canada annex California, Oregon, and Washington. Should we let her and then annex Canada as a territory removing three Democrat-controlled states from the electoral college.pic.twitter.com/2jBjOb0Wu7 — @amuse (@amuse) January 4, 2025 h/t Dan
The US bond market has been in a drawdown for over 52 months, by far the longest in history. Video: https://t.co/PlZ0poWqfU pic.twitter.com/a948poplO9 — Charlie Bilello (@charliebilello) December 27, 2024 The US Bond Market has now been in a drawdown for 53 months, by far the longest in history.https://t.co/l5IYmkf6Ih pic.twitter.com/bGFIn2cMFW — Charlie Bilello (@charliebilello) January 1, …
Start saving $$$s now for that February 1 electric bill. Ice storm too by January 8 to kick this off: https://www.tropicaltidbits.com/analysis/models/ AC
Turkey has severe inflation problems and a plummeting currency. 22% of their children live in poverty. This is what governments will do to Bitcoin if it becomes a threat to its currency. This is why you shouldn’t be 💯 in Bitcoin. https://t.co/XOsWfqKbn6 — QE Infinity (@StealthQE4) December 26, 2024 If the U.S. government is willing …
Crucially, the estimates are an approximation based on several simplifying assumptions and limited data. The data we have from RealPage and Zillow measure both algorithm usage and rental prices at the level of a metro area, and not at the level of a rental unit. But in reality, the costs to renters of landlords using …
Bitcoin Keeping it simple Below 96700 for more than 72 hours and its lights out. Either way, its lights out in the not to distant future. pic.twitter.com/COraOh44fL — The Great Martis (@great_martis) December 21, 2024 will be zero soon https://t.co/1tVncx2mhD — Martin Shkreli (@MartinShkreli) December 21, 2024 Who farted? Guess who's next? pic.twitter.com/9EbuQT0vKn — The …
Taiwan raised its alert level as it said that Chinese vessels were massing in the area. A senior Taiwan security official said China had nearly 90 navy and coast guard ships near Taiwan, the southern Japanese islands and the East and South China Seas https://t.co/aRWDpLd6XS pic.twitter.com/hQ4P7SjeKw — Reuters (@Reuters) December 9, 2024 🇨🇳🇹🇼 China deploys …
The Food and Drug Administration will decide on a ban of certain food dyes in the coming weeks after receiving a petition to review the safety of Red 3, NBC News reports. “With Red 3, we have a petition in front of us to revoke the authorization board, and we’re hopeful that in the next …
