Independent thinking for complex markets and current events
pic.twitter.com/IBdMVpDtUX — QE Infinity (@StealthQE4) May 5, 2026 Factcheck: No, it’s not true. FIFA’s last-minute sales phase is active with tickets still available first-come, first-served across all matches. Claims of mass cancellations due to ICE fears or “crashed” sales to $100 have been debunked by FIFA as fake news—no bulk refunds or drops reported. Resale …
Inflation expectations over the next 12 months plunge from over 5% to under 3.5% according to the Bond Market byu/RobertBartus inEconomyCharts Institutions are loading up on call options at the fastest pace ever recorded 📈🤯👀 pic.twitter.com/y6QmeCNC70 — Barchart (@Barchart) April 17, 2026 IMHO Sec Bessent is reading the tape correctly: core inflation is falling, the …
Amazon shares sunk more than 9% on Friday after the company’s hefty spending forecast surprised investors who were already wary that the artificial intelligence boom is at risk of becoming a bubble. The e-commerce company on Thursday was the latest tech giant to announce plans for a massive increase in capital expenditures, after Google parent …
Traders placing record bets on dollar collapse – Bloomberg The greenback’s plunge has been attributed to market turmoil created by US President Donald Trump’s policies Traders are betting big that the US dollar will continue to fall amid uncertainty about Washington’s political and economic policies, Bloomberg has reported. The dollar suffered its worst single-day decline …
BLOOD IN THE WATER. 🩸 Trump administration just proposed a 0.09% "increase" for 2027 Medicare Advantage rates. In the world of medical inflation, a 0.09% bump isn't a "flat rate", it’s a brutal funding cut. The reaction was instant:$UNH: -9% 📉$HUM: -13% 📉$CVS: -9% 📉 pic.twitter.com/wU1qBIAtfI — Lia Holmgren (@Liathetrader) January 27, 2026 Breaking: Trump Administration proposes keeping steady the rates …
Texas's largest city warned temperatures will plunge below freezing for 40 HOURS as millions brace for life-threatening storm https://t.co/a69LNe8iu8 — Daily Mail US (@Daily_MailUS) January 23, 2026 Texas’s largest city is expected to see sub-zero temperatures for as much as 40 hours over the weekend as a massive winter storm loomed over a wide swatch …
Pending Home Sales Plunge across the US. Midwest Sees Worst Sales on Record, Northeast 2nd Worst.For the US overall, worst sales for any December on record. The housing market took a bad turn, from already low levelshttps://t.co/sKbLut3JA8Here's the situation in the Midwest: pic.twitter.com/LGgCgrr3U9 — Wolf Richter (@wolfofwolfst) January 21, 2026 Pending Home Sales fall to …
The end of network news is finally here. This is what it looks like, folks. Plus, the DOJ just jailed the ‘Pentagon leaker’ in a move that may help quell the criticism of Pam Bondi amid suggestions that former Fox News host Jeannine Pirro is angling for Bondi’s job. Meanwhile, the White House reports that …
If we get a rally here it won’t be because things feel healthy, it’ll be because the drop has gotten heavy enough that buyers smell a quick flip. pic.twitter.com/53GwRJs8XJ — Sir Meemsalot (@Meme0rable) November 14, 2025 Crypto markets have now erased -$1.1 trillion since October 6th. pic.twitter.com/mTgpK8ExbO — The Kobeissi Letter (@KobeissiLetter) November 14, 2025 …
by Michael In 1962, the U.S. was absolutely determined to keep Russian missiles out of Cuba, because any Russian missiles launched from Cuba could potentially deliver nuclear warheads to major U.S. cities on the east coast in just minutes. After all these years, now we are facing another missile crisis. The Russians are considering sending …
Interest rates are stuck. Inventory is swelling. Buyers are gone. More than half of all homes now sell below asking. It’s the weakest housing market since 2012. https://finance.yahoo.com/news/housing-market-craters-56-homes-123114860.html Rents are falling, vacancies hitting records. National apartment rents dropped 0.8% year over year in July. The vacancy rate just hit an all-time high as the 2023 …
CNN lost 42 percent of total viewers in July, with a 55 percent drop in the key demographic. “CNN declined by 42 percent in total viewers and 55 percent in-demo viewers compared to July 2024.” https://barrettmedia.com/2025/08/01/ratings-roundup-cnn-sees-40-year-over-year-decline-in-july/ MSNBC fell 27 percent in total primetime viewers and 40 percent in the primetime demo. “MSNBC averaged 865,000 total …
Ground beef just hit $6.12 Highest price ever recorded by the USDA Up 12% year over year Up more than 50% since 2022 This isn’t a seasonal spike It’s systemic US cattle inventory has collapsed 94.2 million head as of July 1 Lowest mid-year count since 1973 June feedlot placements: 1.44 million Lowest since 2017 …
I'm seeing 2 possible scenarios here… 1) Melt-up and fall 50%2) Skip the 'melt-up' part Luckily, we have this chart, so we'll know when we see how price reacts at the resistance line. Bullish until it's not… pic.twitter.com/pmyXEsXH6M — Northstar (@NorthstarCharts) July 22, 2025 Bloomberg US CONTAINER VOLUMES FALL TWO MONTHS RUNNING Private data shows …
Supply chain jitters deepen with sustained trucking decline. US trucking volumes are down 14% YoY. The diversion in the direction freight market started in earnest around early February, around the start of some of the chaotic messaging around tariffs began. pic.twitter.com/FB8PDZCLhx — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 21, 2025 Here you go… pic.twitter.com/KBrTFHqyn6 — Craig …
What’s going on here is likely a sign of rising global stress. The sharp drop in the 10 year Treasury yield alongside a spike in the U.S. Dollar Index (DXY) points to a flight to safety and a scramble for dollar liquidity. Normally, falling yields would weaken the dollar but when both move in opposite …
Stocks hit record highs fueled by relentless buying. The Buffett Indicator is a simple way to measure if the stock market is overvalued. It compares the total value of all U.S. stocks to the size of the U.S. economy. Formula: Stock Market Value ÷ GDP If that number gets too high, it’s a sign that …
Sales crash 12% as condo market sees 80% more sellers than buyers. BREAKING: The median US condo sale price declined -2.2% YoY in May, to $354,100, marking the second-largest decrease since at least 2012. The only time condo prices dropped by a larger amount was in April 2023, by -2.9%. Meanwhile, condo sales plunged -11.9% …
Home sales in California are down 37% from their pandemic peak. And by 25% from the long-term average. Indicating a massive homebuyer strike underway in California right now. This homebuyer strike is starting to increase inventory. And values are now even dropping in many California counties. This is a situation to monitor in the 2nd …
1) In April 2025, home values in California sank -0.42% on a monthly basis, which was the 4th biggest decline in the U.S. It was the 4th straight month where values declined. pic.twitter.com/7AJOCLS3jM — Nick Gerli (@nickgerli1) June 10, 2025 3) The state now has over 73,000 listings on the market, which is the highest …
Container shipping traffic from China to the US is plummeting: The number of ships departing from China to the US over the last 15 days has dropped to its lowest since February. Excluding the Chinese New Year-related decline in February, this is the lowest level in over a year.… pic.twitter.com/AYuPPJRXwS — The Kobeissi Letter (@KobeissiLetter) …
Egg prices have taken a dramatic turn, dropping to $2.52 per dozen after reaching a staggering peak of $8.17. This sharp decline follows months of volatility in the food market, driven by supply chain disruptions, inflation, and shifting consumer demand. The sudden price drop signals relief for households struggling with grocery costs, but it also …
The U.S. economy has officially entered a downturn, with the latest Q1 2025 GDP estimate confirming a 0.2 percent contraction. While this revision is slightly better than the initial 0.3 percent decline, it still marks the first economic shrinkage since 2022. This signals growing instability, with businesses and investors bracing for further turbulence. The primary …
Currencies are designed as a form of payment with short-term stability; by definition, they cannot appreciate too much or nobody would spend it, and they can't depreciate too much or nobody would hold it. They are not a form of investment; almost anything beats holding cash long… — Market Radar (@themarketradar) May 22, 2025
BREAKING: New home prices in China's 70 major cities dropped -4.6% year-over-year in April. Existing home prices fell -6.8%, after a -7.3% drop in March. Chinese home prices have now declined for nearly 4 years STRAIGHT. Meanwhile, property investment declined -10.3%… pic.twitter.com/ke4rwT1otC — The Kobeissi Letter (@KobeissiLetter) May 21, 2025
(Bloomberg) — Chinese shipments of Apple Inc.’s (AAPL) iPhone and other mobile devices to the US dived to their lowest levels since 2011 in April, underscoring how the threat of US tariffs choked off the flow of big-ticket goods between the world’s two largest economies. Smartphone exports slid 72% to just under $700 million last …
https://t.co/iuOTrZ0gNv — Barchart (@Barchart) May 19, 2025 Nasdaq Approaching the congestion zone in overbought conditions. 19.7k is key to unlocking the upper level. Failure to break above the descending channel (red) would resume the downtrend. Hope this helps. https://t.co/jfVfPhkSne pic.twitter.com/ZbmBidBDYO — The Great Martis (@great_martis) May 19, 2025 Nvidia $NVDA looks it has peaked forming …
Piper Sandler Analyzes Sensitivity of $NVDA Data Center Revenues to Capex Slowdown Analyst comments: “We performed a sensitivity analysis on NVIDIA’s data center revenues to assess potential impacts from a slowdown in capital expenditures over the next year. In our worst-case scenario—assuming capex cuts across all NVDA data center end markets and no recovery in …
Exactly!!! Last week, the narrative focused on (X-M), gold adjustments… pure noise compared to the real story! GDP sales were negative, a rare event outside a recession. pic.twitter.com/TPj0Rrhm0i — XC Macro 🧭 (@XavierComelli) May 4, 2025 A picture of the typical American pic.twitter.com/xaHUa4Dme6 — Darth Powell (@VladTheInflator) May 5, 2025
In an ominous harbinger for the ISM manufacturing release later this week, the new order components of the regional Fed PMIs have collapsed deep into recessionary territory. pic.twitter.com/kjt4jiFGYQ — Peter Berezin (@PeterBerezinBCA) April 28, 2025 I speak with many CEOs who prefer not to have their names or companies mentioned, fearing how it could be …