Independent thinking for complex markets and current events
The private equity complex is in the midst of a pretty nasty crash Current drawdowns from the highs: Carlyle -25%Apollo -39%Ares -42%Blackstone -43%KKR -44%Blue Owl -61% pic.twitter.com/MAlfqClMNw — Ben Carlson (@awealthofcs) March 4, 2026 Per Grok: Drawdown here means the % decline in these public firms’ stock prices from their all-time highs (Nov 2024) to …
2 arrested for ransacking big rig stopped at busy Chino intersection h/t b4its2l8
via notayesmanseconomics This week has opened with a lot of concern for the economy of Argentina as you can see from this via the Buenos Aires Times. Argentine leader Javier Milei announced plans to meet President Donald Trump in New York on Tuesday after hinting his country is in negotiations to halt a market sell-off …
Trump's FCC Chair: We're in the midst of a massive shift in the media ecosystem. I would say we're not done yet. pic.twitter.com/gvUbz1Dnfo — FactPost (@factpostnews) September 18, 2025 Is there one that’s missing? pic.twitter.com/iHOjth8ctI — Spencer Hakimian (@SpencerHakimian) September 18, 2025
The system’s crumbling, gold’s at $3500, a dead canary in a coal mine. Central banks cut rates as inflation hits 3%, pure sabotage dressed up as policy. Yields at 30-year peaks shout panic, not control. They’re pumping a bubble to dodge the collapse. This isn’t economics, it’s a knife in your back. Your money’s burning …
Textbook recession: 2 consecutive quarters of negative real GDP Textbook depression: 12 consecutive quarters (3yrs) of negative real GDP 🇺🇸 currently in 9th consecutive quarter of negative real GDP ⚠️ — CJK (@CJKonstantinos) August 29, 2024 31% of parents say they are unable to afford back-to-school shopping for their kids this year, per Credit Karma. …
Multifamily—which is working through a large pandemic era pipeline—is in the early stages of its downshift pic.twitter.com/CDWLL5rxPO — Lance Lambert (@NewsLambert) June 20, 2024 🏢📉 CRE CLO distress rate hits 9.74% in May, up 114 bps! 📊 Over 36.5% on watchlists. 🤔 What’s your take? #RealEstate pic.twitter.com/ILY3DYO5fB — Kaufman Real Estate & Consulting (@DanielKaufmanRe) June …
BREAKING: House Republicans are taking a 2-week vacation in the midst of a national security threat and a mass shooting as yet another government shutdown looms. https://t.co/ZlvcNUsJOQ — MeidasTouch (@MeidasTouch) February 14, 2024 And with that, the House will be done for the week by 2:30 p.m. tomorrow. Gone until Feb. 28. Shutdown March 1. …
Many banks are kept afloat by borrowing from a special short term rescue fund at the Fed. To date over $ 100 billion has been borrowed to keep the banks solvent. The banks are sitting on a keg of financial dynamite with over $ 650 billion in unrealized losses on Treasury securities in addition to …
US economy is nearing a sharp economic downturn Current yield curve steepening is one of the sharpest on record since 1990 Such a move has typically occurred right before or during a recession pic.twitter.com/RPs5ht81jA — Bravos Research (@bravosresearch) November 2, 2023 We are again in the everything rally mode! Gold, crude, equities, bonds and commodities. …