Independent thinking for complex markets and current events
The April 2025 breakout in US M2 supply is a macro inflection point.After a multi-year plateau and contraction, renewed expansion suggests:•Reflation bias returning•Market liquidity tailwinds•Potential policy pivot beneath the surfaceTactical exposure to real assets and… — Bladimir Ruiz (@BladimirWealth) May 27, 2025
Elon Musk is expanding X into the financial sector, making it more than just a social platform. The company has officially entered beta testing for X Money, giving select users access to its payment and banking features. Musk confirmed the launch on May 25, emphasizing the importance of security in handling financial transactions. This marks …
This isn’t just about higher borrowing costs; it’s a signal that inflation and debt are forcing a reckoning. Given the recent House-passed tax bill that could balloon the U.S. debt further, and the bond market’s reaction with yields hitting highs not seen since 2007, the pressure is on. NEW INFLATIONARY REGIME HAS BEGUN! This is …
The biggest money supply in the world!#China pic.twitter.com/Ey5rr8DYPV — jeroen blokland (@jsblokland) May 24, 2025
by EconomySoltani The global broad money supply-to-GDP ratio fell to 118% in 2024, down from a peak of 139% in 2020, returning to pre-pandemic levels. This normalization reflects tighter monetary conditions, which may help ease inflationary pressures but could also dampen economic growth if credit availability declines.
by confoundedinterest17 Now you know why Trump is so eager to cut wasteful spending! The real mystery is why Democrats and RINOs are so determined to continue wasteful spending and not cut taxes. Trump inherited a fiscal disaster from Biden and Congress. Not to mention The Federal Reserve. Credit default swaps (CDS) for the USA …
A 718% surge in physical gold deliveries reveals a major shift among institutional investors, central banks and what we call “the smart money” set. What do they know that you don’t? By Peter Reagan For the average person, what organizations with large amounts of money do isn’t usually relevant to their day-to-day lives. Sure, if it …
The market is shifting in a way unseen since 2008. Buffett is selling Citi shares, Elliott Management is exiting NVIDIA, Pershing Square is cutting back on Google, and Soros has walked away from Boeing. When top investors move together like this, it is a clear sign. The latest 13F filings reveal a synchronized shift from …
On a hazy Southern California morning, undercover police officers watched Jiayong Yu step out of a Range Rover in a strip-mall parking lot and walk into a Chase bank with a black-leather backpack full of cash. At the teller window, Yu pulled out stacks of bills and waited while a woman fed them into a …
by Michael What does a country that gives $792,200,000 to Planned Parenthood in a single year deserve? And what does a country that has killed more than 60,000,000 children since 1973 deserve? The Supreme Court overturned Roe v. Wade, but then the number of abortions in the United States went up even higher. We have been …
Switzerland’s Negative Yields Are Back And It’s a Global Red Flag, Not a Local Anomaly A remarkable event just unfolded quietly in global bond markets Swiss government bonds with maturities up to 4 years are once again offering negative yields. Investors are literally paying the Swiss government for the privilege of lending them money. While …
About 764,000 wallets that purchased President Donald Trump’s $TRUMP meme coin have lost money on the investment, according to fresh data shared with CNBC by blockchain analytics firm Chainalysis. Most of the wallets that lost money held smaller amounts of the token, according to the firm’s on-chain analysis. Crypto wallets are accounts that store the …
Global money supply is exploding higher, led by the #PBOC. Next stop for #Bitcoin is 120k. Mark my words boys mark them well. pic.twitter.com/pPlk2eaapR — James Choi (@JC_Investment) May 7, 2025 Boom. Breaking news: China to cut a series of rates: Reserve ratio requirement by 0.5ppt7-day reverse repo to 1.4% (from 1.5%)Structural tools rate by …
Wow Just a an absolutely horrific take. Small businesses employ over half of the people in this country and there is no plan to support them if we really go through with this trade war. 🤦♂️ https://t.co/R2cqzerGhC — QE Infinity (@StealthQE4) May 5, 2025 He just loves to argue! The media has no clue how …
Biggest money heist in history. Zero accountability. https://t.co/nWqo9fn1hf — The Great Martis (@great_martis) May 2, 2025 🚨 HOLY CRAP! DOGE uncovered a MASSIVE arsenal of weapons and payments to the TALIBAN in the US Institute of Peace ELON: "They even deleted a VAST amount of financial information. That's the definition of a coverup." They've now …
Leaked audio of new Canadian PM Mark Carney admitting that the Net Zero agenda is about making "a lot of money", not "saving the planet". "We're gonna make a lot of money off of this." pic.twitter.com/mIky2S0iuV — Wide Awake Media (@wideawake_media) May 1, 2025 Its all about the money has been from day zero. The …
1/5 So, the @federalreserve has allowed inflation expectations to become COMPLETELY unhinged, yet again, which means, soon, a surge in inflation is coming to a grocery "shelf" near you/me. Yet, instead of the folks who "have a voice" demanding to know why J. Powell… pic.twitter.com/D7OvkfZsYD — Gordon Johnson (@GordonJohnson19) April 29, 2025 3/5… phenomenon (i.e., …
M2 money supply is a key indicator of liquidity It represents the total amount of money in circulation Expanding M2 money supply = Increasing liquidity Contracting M2 money supply = Tightening liquidity — Bravos Research (@bravosresearch) April 25, 2025 The NASDAQ Composite is up more than 1% for 4 straight days. In the past 30 …
Your Tesla car will earn you money https://t.co/kePpayBzM4 — Elon Musk (@elonmusk) April 24, 2025
The housing market bubble is now popping. h/t Boo_Randy_II[
by confoundedinterest17 US home prices are slowing as Jerome Powell and The Fed slow down M2 Money printing. Notice the lag effect between M2 Money growth (green dashed line) and the Case-Shiller National home price index (solid blue line). Both have slowed. Should The Fed keep on printing money? We don’t need no stinkin’ Fed!
The two parties are just hairy cheeks on the same stinking bunghole: predatory crony capitalism. Both are on the make and on the take, with no real convictions. Just a hunger for another term at the trough, serving globalist oligarchs and puppet masters. h/t Boo_Randy_II
Wow. There was ANOTHER assassination plot against @realDonaldTrump and AGAIN there’s a very weird Ukraine angle. The suspect, Nikita Casap, killed his parents for cash to pay for a military drone to kill Trump. He planned an escape to Ukraine and was talking to a Ukrainian. At… pic.twitter.com/3gsZLiGG0F — Robby Starbuck (@robbystarbuck) April 18, 2025
New Jersey is a state where they already pay the highest property taxes in the entire country and the school boards are coming for another 25% increase. Where does it end? At the rate property taxes are going up within the next decade, most people will not be able to afford their current home.
The M2 money supply (basically all deposits in all banks) has surged since 2008. From $7.7 T to $21.7 T – In other words, $65 out of every $100 dollars in circulation today were created in the past 17 years. To put it in another context, FDIC insurance is still $250,000 per… pic.twitter.com/9nE4Z6lXqa — Brian …
by Michael The goal of the healthcare industry in the United States is to take as much money away from you as possible. I truly wish that I was exaggerating, but I am not. Can you guess which nation spends the highest percentage of GDP on healthcare? Without looking it up, you probably already know …
