Independent thinking for complex markets and current events
Why are Democrats such whiney, sniveling, malcontents all of the time? The party is plunging into irrelevancy. — Johnny Doester (@bothen) June 3, 2026 Trump is declining like any 80 years old, but he is not demented. And not even close to the level Biden was. He is capacitated. Everyone can see it. He is …
The sector rotation is screaming recession louder than any headline.$XLY down 5.6% in a month. Financials down 6.1%. Healthcare down 6.8%. Meanwhile energy ripped 7.6% higher. That's a 13 point spread between energy and consumer discretionary. Costs rising while demand falls.… — TraderHC (@traderhc) March 20, 2026 Ok wtf even is this pic.twitter.com/qw3FF8W77l — Andrew …
SOFR rate is plunging which means liquidity is flush throughout the system. Ignore all of the other noise around $2000 stimmies and the end of the shutdown. This surge in liquidity alone will push equities and gold higher at least in the short term. https://t.co/tCTGfKPvLE — QE Infinity (@StealthQE4) November 10, 2025 SOFR did drop …
United Parcel Service at $88–90 is often perceived as cheap because of the high dividend yield near 7.41 percent. At first glance the yield seems attractive, but the stock remains expensive because the dividend payout is nearly unsustainable. True value is likely to emerge only if dividends are reduced to a more sustainable level around …
South Korea is the latest to fall into “forgot how to grow” and Texas Instruments showed the world why. Both were slammed this week for getting to the same place from different perspectives. Critical cyclical indications that shocked the consensus.
by Michael Sticking our heads in the sand and pretending that everything is okay isn’t going to do anyone any good. Chaos has been erupting all over the globe, and global events are likely to accelerate even more in 2025. But as I write this article, most Americans have shifted into “vacation mode” and are …
Germany’s government is the latest casualty of the “vibecession.” Amid a flurry of political activity, the markets throw up another major warning with the first ever negative swap spread. Predictably, the mainstream media can’t make sense of swaps, the situation, or the economics. It’s the economy, stupid.
Warning signals are flashing that could send the S&P 500 $SPX plunging 70% warns Hedge Fund Manager John Hussman pic.twitter.com/8BtpNUnxmH — Win Smart, CFA (@WinfieldSmart) June 25, 2024 Blowoff Top Summer Confirmed ✅ pic.twitter.com/pMpTVmZRpK — Amy Nixon (@texasrunnerDFW) June 24, 2024 Megacap growth and tech call buying volume is at its highest level on record. …
Recent economic updates from the U.S. paint a bleak picture, stirring deep unease among investors. The latest indicators, including the sharp decline in the Bloomberg Economic Surprise Index, signal a worrisome underperformance reminiscent of the tumultuous trends observed in 2019. This downturn in economic sentiment comes at a precarious moment, with all eyes fixed on …
🚨BUY TOILET ROLL🚨The Gulf Stream could COLLAPSE as early as 2025 – plunging Europe into a deep freeze, scientists warnhttps://t.co/iMfLUB4xlT — Cult of Moo-wu (@VHS_Archive) February 12, 2024 In the 2004 film The Day After Tomorrow, humanity is plunged into a nightmarish international storm that sends the planet into a new ice age. And although …
Big corporate landlords like Blackstone are defaulting on mortgages of commercial property across America. Resulting in 90% declines in values in some cases, especially in cities like Las Vegas. Where Blackstone is nearing default on a 1.4 million SF office complex. One of several big properties than Blackstone has stopped making payments on and could …
by confoundedinterest17 Alarm! New home sales dropped like Biden’s popularity in November, down -12.2% from October. While existing home sales bounced very modestly off record lows in November, it has been the ‘strength’ of new home sales – with buyer heavily subsidized by homebuilders – that has held up the housing market. Of course, investors don’t …
by Michael At least things are still good for those at the very top of the food chain. But for everyone else, economic conditions have already become very painful. Today, the vast majority of Americans have less money than they did prior to the pandemic, and thanks to raging inflation our standard of living is steadily going down. We …
US oil inventories have collapsed as measured by days of supply as well. Below 1982 levels! pic.twitter.com/N7Ps2UGo6w — Josh Young (@JoshYoung) September 9, 2023 h/t Simian_Stacker
