Independent thinking for complex markets and current events
via gainspainscapital The geopolitical world has entered a kind of “Groundhog Day.” A cease-fire was technically declared between the U.S. and Iran in early April. However, since that time, little if any progress has been made in peace proceedings. Instead, the world has entered a kind of doom loop in which President Trump first declares that Iran …
Bessent tries to calm the oil markets and literally a minute later his senile boss has to start picking a fight with the Fed again. pic.twitter.com/NE1YiMdqNU — Michael Bento (@MichaelPBento) March 12, 2026 JUST IN: Trump demands "immediate" rate cuts 1% chance it happens — Kalshi (@Kalshi) March 12, 2026 🚨TRUMP DEMANDS IMMEDIATE RATE CUT …
Bond investors have told the US Treasury they are concerned about Kevin Hassett’s potential appointment as Federal Reserve chair, worrying he will cut interest rates aggressively to please President Donald Trump. The Treasury department solicited feedback on Hassett and other candidates in one-on-one conversations with executives at major Wall Street banks, asset management giants and …
HOME RULE: Democrats are livid that National Guard troops deployed to protect DC residents are picking up trash during their shifts. They’re calling it tyranny. pic.twitter.com/2sYH8txr9x — @amuse (@amuse) August 27, 2025
Are surging US bond inflows the death knell for stocks or just a bet on rate cuts? Looks like US bond flows are picking up pic.twitter.com/4z11lEnzMk — Ayesha Tariq, CFA (@AyeshaTariq) August 26, 2025 The Heavy Truck Index sinks below its cycle level, a signal that has preceded every major recession and stock market correction …
The signs are screaming, but most people won’t listen. Bullish sentiment is collapsing even as the S&P 500 climbs, and history shows that kind of divergence precedes catastrophic market corrections. Market Crash Indicator – AAII vs SPX: Declining bullish sentiment of individual investors (AAII) as SPX continues rising to new ATHs has historically coincided with …
Bubble burst could hammer crypto again. Bitcoin is a RISK ASSET. It is driven by LIQUIDITY. When liquidity dries up in a Bursting Bubble – BTC crash. Will it recover….? Perhaps. Likely. But it has crashed 4 times by more than 75%. To think that it is a great asset to hold in the burst …
All eyes on the BIG three, Rates – Copper – Oil all lower this am. Correlation on the rise. The economic stress value is picking up stream. (2) pic.twitter.com/1DCffqTwxj — Lawrence McDonald (@Convertbond) April 30, 2025
I don’t even know where to start with this one. Every time this woman opens her mouth, she says something dumber than the last time she spoke. Yes, you may have guessed that I’m talking about the most obnoxious person in politics at the moment, Rep. Jasmine Crockett (D-Texas). Apparently, Crockett was the guest speaker …
Trump plans to appoint Marco Rubio as his Secretary of State. Rubio is an Israel-First neocon whose slogan in 2016 was literally “New American Century” (Google PNAC) and he has called for war with Iran. Just gets better and better. pic.twitter.com/mpG4xuw6N3 — Nicholas J. Fuentes (@NickJFuentes) November 12, 2024 BREAKING: Robert F. Kennedy Jr. reportedly …
Actually, they charge fees at checkout too and they call them “service fees” which is basically just to make up for the “free” delivery. It’s a scam, but people keep paying, so they keep doing. h/t Tacticool_Turtle
Now the mainstream media is picking up the housing crash story. Redfin is reporting that there were 201,000 homes for sale in Florida in May which was up 40% YOY!🤦♂️ 💥 This is a regional story but we are are entering the end game in the Florida housing market. pic.twitter.com/qjkcxEhaMA — QE Infinity (@StealthQE4) July …
My grandmother told me stories about her picking cotton in the early 1900s before she died.. She told me the more they picked, the more they got paid. I could not imagine how hard it was standing out in the hot sun all day long manually picking cotton! h/t BLOWED UP REAL GOOD
A hayfever sufferer has been fined £150 for “picking his nose” during his commute to work. Alex McLeod, 22, was walking between West Ealing and Ealing Broadway Station in West London when he wiped his nose and dropped some mucus on the floor. The GB News producer was soon tapped on the shoulder by two …
via ace.mu.nu: “Youngsters.” Whatever euphemisms we can think of to make hardened thieves appear to be innocent scamps. “When you walk into this CVS, you’d think the store is closing because there’s barely anything on the shelves,” WTTG reporter Sierra Fox said. Spoiler:is closing. CVS will close 900 locations by the end of 2024. What are the odds …
by Dismal-Jellyfish https://fred.stlouisfed.org/series/DPSACBW027SBOG https://www.federalreserve.gov/releases/h8/20230825/ A tad over a year ago (4/13/2022) the high was hit at $18,158.3536 billion: Date Deposits, All Commercial Banks (billions) Down from all time high (billions) 4/13/2022 $18,158 0 2/22/2023 (Run picks up speed) $17,690 -$468 billion 3/1/2023 $17,662 -$496 billion 3/8/2023 $17,599 -$559 billion 3/15/2023 $17,428 -$730 billion 3/22/2023 $17,256 …
by Dismal-Jellyfish I would like to review a few items this morning: Commercial deposit withdrawals Bank Term Funding Program (BTFP) making up for gaps Todays notice from FDIC banks aren’t correctly reporting the amount of deposits they have that aren’t covered by federal insurance*. \When banks incorrectly report uninsured deposits, it could create a perception …
via news.com.au: “I know I’m not supposed to be looking at guys in the gym. I know I’m not supposed to be picking up people in the gym. But it’s the only place I go where there’s men at – so give me a break.” Her latter comments seemingly addressed the trend of women filming …
by Dismal-Jellyfish https://www.federalreserve.gov/releases/h8/20230616/ https://fred.stlouisfed.org/series/DPSACBW027SBOG A tad over a year ago (4/13/2022) the high was hit at $18,158.3536 billion Date Deposits, All Commercial Banks (billions) Down from all time high (billions) 4/13/2022 $18,158 0 2/22/2023 (Run picks up speed) $17,690 -$468 billion 3/1/2023 $17,662 -$496 billion 3/8/2023 $17,599 -$559 billion 3/15/2023 $17,428 -$730 billion 3/22/2023 $17,256 …