Independent thinking for complex markets and current events
via Daniel Lacalle: Market expectations of rapid disinflation and a soft landing remain, but January has given a few new risks to the optimistic estimates of disinflation with no impact on the economy. The first risk comes from the commodity complex and freight costs. Market participants have all but ignored the spread of geopolitical risk and assumed …
The Ukrainian narrative is collapsing. Veterans who returned from the front lines confronted a young audience member who was under the impression that the Ukrainians were winning and that the Russians are poorly equipped, untrained conscripts with rusty AKs. The soldiers set them… pic.twitter.com/iBp4iC5pYH — Ian Miles Cheong (@ianmiles) January 3, 2024
SHIFTING NARRATIVES ALERT…. The closer we get to the primaries, the more Desperate the Democrats and the Mainstream Media they control are to shift the narratives, and redefine what “Victory!” means…. https://twitter.com/_/status/1740068264619708521 “ Ukraine Doesn’t Need All Its Territory to Defeat Putin” https://www.nytimes.com/2023/12/27/opinion/ukraine-military-aid.html Ukraine doesn't need to win in order to defeat Putin. By losing …
Guardian: Israel has failed The British Guardian newspaper writes that Israel lost the war, but Netanyahu and his radical cabinet do not want to admit it. pic.twitter.com/G4F9WIwrZz — Sprinter Press (@SprinterPress) December 23, 2023 via theguardian: Until recently the war narrative on Gaza has been very largely controlled by the Israel Defense Forces (IDF) and …
Costco reports inflation at zero, a significant drop from 6%+ just 9 months ago. Very encouraging Costco update on inflation: basically at zero. Down across board. And the pace of decline is steep: Inflation at $COST was 6%+ only 9 months ago. $WMT $AMZN $TGT $KR $XLY $XLF $TLT pic.twitter.com/RP5QhItTSh — Rahul Sharma (@Retail_Guru) December …
by Jesse Felder Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. Stocks celebrated the positive surprise on inflation this week but the festivities may be a bit …
Just read an article wondering how Bankman's Stanford parents could ignore such extreme fraud. It's because we live in a morally void society. Like clockwork, the Crypto "safe haven" narrative is back in play as social mood goes endgame vertical. pic.twitter.com/JoKtA99dw2 — Mac10 (@SuburbanDrone) November 10, 2023 BREAKING: Bitcoin just hit new 2023 highs This …
Trump's Lawyer HUMILIATES Eric Swalwell to his FACE on J6 narrative using his OWN tweets during landmark trial pic.twitter.com/D3ZcS2psbw — Benny Johnson (@bennyjohnson) October 31, 2023
by Chris Black Short recap of Russia/Ukraine war narratives pedaled by mainstream media: > 1- Russian victory is impossible >2- Russian victory is unlikely >3- Russia can’t be allowed to win (you are here) >4- Russia is winning, but at what cost? >5- Russian victory was inevitable >6- Ukraine was a corrupt hellhole anyway >7- …
Poland is filing a lawsuit against radical EU *Climate Policies*… Poland has described the EU climate policies as “madness and theories without evidence”… Poland opposes introducing a sales ban on new petrol and diesel vehicles from 2035… Emission Trading Scheme… EU Carbon… pic.twitter.com/XczPvcLuKt — Pelham (@Resist_05) August 27, 2023
"Soft landing" narrative is now the consensus This also happened in 2000 and 2006 We all know what came after… pic.twitter.com/LUjenTWIgi — Bravos Research (@bravosresearch) August 23, 2023 Imagine working twenty hour days building complex financial models when you can make 5% risk-free doing nothing. pic.twitter.com/SpvBsdhnQb — Genevieve Roch-Decter, CFA (@GRDecter) August 22, 2023 Office …
What happened to Lahaina is a tragedy. Thousands still missing, including children. Everything that could’ve gone wrong went wrong. Sirens didn’t go off, water that could’ve been used to put out the flames was restricted, and power lines kept operating despite the danger posed… pic.twitter.com/LHAtKUEnxq — Ian Miles Cheong (@ianmiles) August 21, 2023 Disinformation Expert: …
If we continue repeating the 2020 pattern a rally should begin today and last until August 18th OpEx. I'm guessing Apple and Amazon's after-hours earnings reports will be the narrative. https://t.co/KjjSGWQMd0 — Financelot (@FinanceLancelot) August 3, 2023 The narrative for market crashes must have 3 elements: 1) It affects everyone2) Generates widespread fear3) It's something …
by sublimeinslime It’s obvious it’s nothing more than an attempt to direct the narrative and keel their base from seeing anything negative about Biden. Noticing quite the pattern here: Right on schedule. Less than 24 hours since Devon Archer’s testimony. https://twitter.com/TheWakeninq/status/1686668246441771008?ref_src=twsrc%5Etfw
2) “Stalemate”, is the new talking point for Western MSM, in an attempt to slowly normalize the public to accept their defeat. But you’ll notice, the only articles about the “stalemate” over the weekend were from @nytimes and @WSJ , both of which have a paywall. They are… pic.twitter.com/JGZ3m9HKdT — Clandestine (@WarClandestine) July 24, 2023 …
New media narrative dropping🚨 You are racist if you don’t want to eat bugs. 🙄 pic.twitter.com/mmjmDag7ss — Wall Street Mav (@WallStreetMav) July 21, 2023 Huh ?🚨🚨🚨 New media narrative dropping. They want blackouts to become normal. Quote: “What’s more important: Keeping the lights on 24 hours a day, 365 days a year, or solving the …
by muchnamemanywow Imagine spending thousands of dollars work for free. This is definitely true, botting has been a huge problem and is obvious when looking at any front page reddit post.
Powerful words from @MaxBlumenthal as he demolishes the pro Ukraine war narrative at the UN. Anyone still supporting this war is as big of a sucker as the last bunch of suckers who supported the last bullshit war. full speech here: https://t.co/MkP5AsS01s https://t.co/QIEtu5TWmX — Jimmy Dore (@jimmy_dore) July 1, 2023
If the chips were being used for production we would have seen a rise in memory demand. Instead these orders are being shelved in warehouses overseas in case the U.S. escalates trade tensions. — Financelot (@FinanceLancelot) June 29, 2023 Nvidia's largest 6 month gain in 20 years. pic.twitter.com/cVxTc9LyuQ — Mac10 (@SuburbanDrone) June 29, 2023 It's …
The gaslightning from the corporate media never ends… Source without paywall:https://t.co/yqBHDKWchX — Wall Street Mav (@WallStreetMav) June 21, 2023 They finally turned this into a real headline pic.twitter.com/F3Inpew00F — Joe Genius (@BigJoeGenius) June 21, 2023 Free money to …. 🔻 The monthly mortgage payment for a new average loan size has doubled to almost $3,000 …
by Chris Black The source for it is literally the US Department of Defense, and it’s designed to make right-wingers look retarded by association and mix the advancing prowhite talking points on the Right with nonsense to make contard media consumers seem crazy. This disinformation strategy to mix anti-establishment narratives with conspiratard nonsense to undermine …
CHRISTIAN TOTO: When Film Critics Actually Defended Free Speech. The removal of one four-letter word from an Oscar-winning film created a panic in 2011. Today? The classic film “The French Connection” loses a brief but powerful sequence to appease the woke mob, and most film critics look the other way. That wasn’t the case with “The …
by Dismal-Jellyfish https://www.census.gov/manufacturing/m3/prel/pdf/s-i-o.pdf Highlights: New orders for manufactured goods in April, up four of the last five months, increased $2.6 billion or 0.4 percent to $577.5 billion, the U.S. Census Bureau reported today. This followed a 0.6 percent March increase. Shipments, down five of the last six months, decreased $2.5 billion or 0.4 percent to …
