Independent thinking for complex markets and current events
This has to be peak mania. When pension systems start chasing meme coins, they have given up on fundamentals. https://t.co/xZgbzNZ1v6 — Capital Markets Guy (@CapitalMktGuy) April 30, 2025 Warning ⚠️"Bears are dead" commentary throughout X. This is a tremendous sentiment gauge before imminent pullback. — tom 🖍 (@tomthetrader1) May 1, 2025 Very disconnected from reality, …
According to Polymarket, recession odds have climbed back near their April 9th peak. GDP Leaked? pic.twitter.com/3O5XkEYKyU — TT3 (@TradingThomas3) April 29, 2025 $2,900 tariff on a $2,100 purchase from Hong Kong. You can kiss the global economy goodbye. Unavoidable now. Even if we stopped all of this tomorrow. Will take a very long time to …
Why this housing cycle is worse than 2008: 1. More speculation 2. More fraud 3. More unaffordable 4. MUCH worse demographics 5. Structural inflation Reason its delayed: 1. Government keeping MILLIONS of homes off the market using taxpayer dollars. — Darth Powell (@VladTheInflator) April 19, 2025 https://twitter.com/PhilipSoos/status/1913804783745683479 This is exactly how the 2008 Financial Crisis …
OOPS! Investors haven’t been this bearish in 30yrs, BofA poll shows. 82% of fund managers expect the global economy to weaken, and a record number intend to reduce exposure to US equities. BUT “peak fear” is not yet reflected in cash allocations, which currently stands at 4.8% of… pic.twitter.com/k8xzjB6z4K — Holger Zschaepitz (@Schuldensuehner) April 15, …
Gold just had a historic breakout The 50 year chart – adjusted for inflation – is in uncharted territory past the 1980 peak pic.twitter.com/nWSFhhPY5J — Katusa Research (@KatusaResearch) April 12, 2025 Gold have much more upside than most anticipate. From 2001 to 2011 within 10-year period gold price increased 8 fold from $235 to $1,915. …
"He’s at the peak of just not giving a f*** anymore” “Bad news stories? Doesn’t give a f***. He’s going to do what he’s going to do. He’s going to do what he promised to do on the campaign trail.” – White House official with knowledge of Trump’s thinking tells WaPo pic.twitter.com/pbyaf8O6G6 — db (@tier10k) …
Retail has been relentlessly buying. Net buyers in 44/51 sessions. Every day individuals want to believe in the American dream, growth and continuous prosperity. -Goldman Sachs pic.twitter.com/jB7K3DGanf — THE SHORT BEAR (@TheShortBear) March 23, 2025 🚨This is NOT going to end well: Investors' allocation to US stocks is at an all-time high of 51%. This …
Relentless Gold buying. The value of fiat currencies are quickly falling…. Failing? pic.twitter.com/xobkI8m7BI — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) March 18, 2025 And to think, gold ETF holdings aren't even at their all-time highs. 😉 pic.twitter.com/PMx4u9JihB — Markets & Mayhem (@Mayhem4Markets) March 18, 2025 🚨 Japan's 2 year yield has broken the parabolic …
When even Pomp feels the need to start his own cheesy news show just to keep the hype alive, you know the desperation has reached new heights. This has to be the Bitcoin top. Pomp starting his own cheesy news show so he can lecture us on Bitcoin represents a new level of desperation imo. …
These patterns don’t just appear for fun. They’re often a sign that sentiment is shifting, and the easy gains might be over. If history repeats, the next move won’t be straight up. According to @sentimentrader, the S&P 500’s one-year #Sharpe ratio has peaked, which historically leads to periods of volatile/moderate returns.@SoberLook pic.twitter.com/pczWEMCacA — Lance Roberts …
Retail’s enthusiasm is undeniable, with record inflows driving bullish sentiment to new extremes. With over $448 billion flowing into US stocks in 2024, plus $25 billion just last week, retail is doubling down on tech. They’re betting on an unstoppable future, even as the market shows signs of tension. Retail Investors have built the largest …
What did the S&P 500 bottoms from the 2018 Christmas Eve Crash, the Covid Crash, and the 2022 bear market have in common? Your answer can be found below. I'll see you at the next extremes. 🍻🍻 pic.twitter.com/cZUYXmF7IN — Mike (@MarketMike) January 31, 2025 US executives are selling stock at a record pace: The ratio …
The whole family is dumping. 😂 pic.twitter.com/UEZz1aAoWG — 𝑴𝒂𝒓𝒕𝒊𝒂𝒏 🪐 (@Hynek_Maneuver) January 23, 2025 TRUMP COIN Hits ALL TIME LOW!
The Fed's balance sheet is now down 23.8% since its peak. pic.twitter.com/r8nxZ4AJHu — Augur Infinity (@AugurInfinity) January 17, 2025 $TLT call options volume was the 2nd highest in history on Wednesday 🚨 pic.twitter.com/2DcZ7eMUGf — Barchart (@Barchart) January 17, 2025 I highly recommend you watch @TruthGundlach full 1hr video from today. I've clipped it down to …
Are we witnessing ‘peak China’? GDP projections have fallen dramatically over the past ten years.As a reminder, China’s demographics, the key ingredient for potential GDP growth, are way worse than those of the United States. This also explains why debt accumulation has been… pic.twitter.com/6V3qo52RYb — jeroen blokland (@jsblokland) January 4, 2025 BREAKING 🚨: China Chinese …
‼️US STOCK MARKET IS MORE EXPENSIVE THAN AT THE 2000 DOT-COM BUBBLE PEAK‼️ US market capitalization included in the MSCI index relative to M2 Money Supply hit the highest level on RECORD. It has skyrocketed over the last 2 years and even surpassed the Dot-Com Bubble high. pic.twitter.com/K9soPG3Kvp — Global Markets Investor (@GlobalMktObserv) December 30, …
We’re noticing this here in SW Fl. Homes are going for less or sitting on the market. New single family construction has dropped a lot. Of course we’d like our home value to stay up but more importantly we’d like our kids to be able to buy a home in the near future. h/t EJK54
Everything feels so high. SPX with 120 month moving average. Dec 2024: SPX 6000, 120MMA 3400. Its funny how the same bullshit scams repeat, but just in VERY slight variation. Penny stocks – CryptoHousing shortage – Housing shortageDotcom – AI My dad started day trading in the late 1990s and lost his entire six figure …
Home sales in Miami, FL have collapsed. Down 48% from their pandemic peak. Miami has experienced the largest drop in buyer demand of any large metro area in the last 3 years. Prices in Miami are still high. But could start dropping in 2025 as a result of this monumental collapse in demand. Home sales …
NEW YORK — In a year marked by financial worries and political tension, a new survey has uncovered the staggering impact of stress on everyday Americans. The average person feels their head “spinning” from stress a whopping 156 times per year, translating to about three times a week. This alarming statistic is just one of …
At the height of the dotcom bubble, Cisco was worth 5.5% of US GDP. Today $NVDA market cap is worth 11.7% of GDP, over 200% higher… https://t.co/k0UJcdPPN0 pic.twitter.com/pkpj8uVyfb — Financelot (@FinanceLancelot) September 11, 2024
As the floor price for Bored Apes languishes, a pioneering Ape puts its community-driven storyline on pause. The prices of Bored Ape Yacht Club NFTs once rivaled those of Ferraris fresh off the assembly line. Nowadays, the JPEGs cost as much as your average used car. When digital assets boomed in 2021 and 2022, the …
Predictions that China might indeed become number one have been increasingly frequent since the financial crisis, which slowed growth in the United States and Europe for years afterward. Before the financial crisis, China’s GDP had been growing at double-digit rates for years. Even in the first decade after the crisis, the Chinese economy grew at …
Jensen timed the market perfectly, selling at this week’s peak. His best price was $140.24 vs. the top of the week was $140.76 byu/gorillaz0e inwallstreetbets
This is the most unaffordable US housing market Home prices, adjusted for inflation, are much higher than even the peak of the pre-Financial Crisis period To put this into perspective: Median home prices had reached $350,000 in 2006 Today, it is just shy of $400,000 pic.twitter.com/9EqDrYGSmF — Bravos Research (@bravosresearch) June 17, 2024 Housing is …
According to the Q ratio, developed by James Tobin who won the Nobel prize for it, equities with a current Q ratio of 1.90 are overvalued by 156% to the long term mean (Q ratio 0.74) making it the first time to be overvalued by 3 std dev, the greatest amount ever. 2/2 pic.twitter.com/N4A05W1g4u — …
Make America affordable again … Has your income gone up more than 40% since 2019? pic.twitter.com/5AYZP26oER — Wall Street Mav (@WallStreetMav) April 8, 2024 US 10-year inflation-adjusted yields are at the highest levels of 2024. pic.twitter.com/Z0LeH1PAFJ — Lisa Abramowicz (@lisaabramowicz1) April 8, 2024 Grandma Yellen’s recent claim that inflation will continue to decline might sound …
Gold is now outperforming the S&P 500 this year pic.twitter.com/GI2yMt8vcv — Barchart (@Barchart) October 27, 2023 U.S. stocks have lost -$4.5 trillion in value since the July peak. That's the equivalent of three Googles. pic.twitter.com/UjothrbzV1 — Hedgeye (@Hedgeye) October 26, 2023 $AAPL Apple closes below its 200 SMA for the first time since early March. …
by Chris Black America’s roots must be severed, standards abolished, and aesthetic aspiration obliterated to transform the country into the glorious utopia of a brown communist sewer.
The monthly mortgage payment based on a median existing home is now at a record $2,322/month. This is double the $1,200 peak seen in 2008. Keep in mind, $2,322/month does not include taxes, insurance or any other costs associated with buying a home. If you add in taxes and insurance, the median is nearly $3,000/month. …