Independent thinking for complex markets and current events
The U.S. economy is showing recession symptoms, even if the official label hasn’t been applied. The data is moving in one direction. Real consumption is falling. Housing is rolling over. Payrolls are being revised down. Construction is contracting. And the labor market is sending mixed signals that don’t add up. Start with consumption. Real personal …
What just happened to millions of Americans is going to impact the economy far worse than the tariffs.
The numbers are no longer whispering. They’re screaming. The gap between what homes cost and what Americans earn has never been wider. Not in 2008. Not in 1980. Not even during the COVID frenzy. This is new territory. And it’s cracking. The median home price in the U.S. now sits at $416,900. That’s up over …
Japan’s debt crisis is growing. The Bank of Japan now holds 52% of its government bonds, a massive stake that has reshaped the financial system. This isn’t just policy—it’s a structural shift that has squeezed private investors out of the market, creating risks for long-term stability. Finance Minister Katsunobu Kato is now pushing for greater …
Bill Clinton says he never saw anything to point to Biden being in cognitive decline. He thought Biden was in perfect shape and sharp as a tack. If only there were signs… pic.twitter.com/LVSUfDCphg — Libs of TikTok (@libsoftiktok) June 1, 2025
$TEM DOWN OVER 16% AFTER SPRUCE POINT SHORT REPORT Spruce alleges AI drives just 2% of revenue, cites questionable leadership and aggressive accounting — sees 50–60% downside 👀 pic.twitter.com/ONPxUYyYQM — Shay Boloor (@StockSavvyShay) May 28, 2025 Tempus AI is facing a sharp selloff after Spruce Point Capital released a scathing short report questioning the company’s …
Japan is at the heart of the global rise in long-term yields. To be honest, I'm surprised the rise has been allowed to be as rapid as it has. At 240% debt to GDP, Japan really can't allow long-term yields to keep rising the way they have. This is where fiscal dominance is acute. pic.twitter.com/a118IbKVk8 …
by Michael 2025 is certainly turning out to be a year of war. Unfortunately, it appears that several global conflicts have now reached a tipping point. I know that everyone wants to talk about Joe Biden’s cancer right now, but the information that I am about to share with you is far more important. If our …
1) What's extremely interesting is that home prices, for a very long time, simply tracked the rate of inflation. More specifically, from 1890 to 1990, over 100 years, inflation-adjusted prices never went more than 15% above their long-term trend line. — Nick Gerli (@nickgerli1) May 15, 2025 3) And it was in this period that …
This won’t ever be paid back. It’s nothing but a giant Ponzi scheme at this point. https://t.co/1ok4LJIWZT — QE Infinity (@StealthQE4) May 11, 2025 Gold scores highest weekly close in history 📈📈 pic.twitter.com/DOjfooThwz — Barchart (@Barchart) May 11, 2025 The U.S. dollar has lost 99% of its purchasing power since 1971 80% of all dollars …
Some people believe that the tariff disruptions will settle down as more negotiations happen and greater thought is given to how to structure them to work in a sensible way. However, I am now hearing from a large and growing number of people who are having to deal with these issues that it is already …
It’s not just low income folks struggling anymore. Even the rich are falling behind on making their debt payments these days. In fact, the delinquency rate for prime borrowers on auto loans is skyrocketing right now especially when you compare it to just one year ago. On top of that student loan borrowers who have …
by Michael This is the moment when humanity will choose between peace and global war. Sadly, it appears that our window of opportunity to choose peace is rapidly closing. Negotiations with Iran have not made much progress, and the Trump administration is warning that it is ready to “walk away” from negotiations to end the …
CNN caught lying (again) byu/NoImporta24 inConservativeYouth
🚨🇺🇸245% TRUMP TARIFF BODYSLAMS CHINA — WELCOME TO TRADE WAR SEASON 2 The U.S. just jacked tariffs on China up to a face-melting 245% — yeah, not a typo — up from the already brutal 145%. Why? Because Beijing hit back and Trump doesn’t do chill. He also signed an executive… https://t.co/9uWfqezUUd pic.twitter.com/YHzkOpMrXr — Mario …
BREAKING: US financial conditions are now their tightest since the 2020 pandemic, per ZeroHedge. Financial conditions are even tighter than during one of the most rapid Fed hike cycles of all time, in 2022. Conditions have tightened rapidly as stocks have pulled back, while… pic.twitter.com/d53KqrwU4D — The Kobeissi Letter (@KobeissiLetter) April 14, 2025 Is this …
by Michael The Chinese have no intention of giving in to President Trump and are vowing to “fight to the end”. So that means that an economic war between the number one economy on the entire planet and the number two economy on the entire planet is officially on. Yesterday, I warned my readers that …
Nasdaq 100: Risk off! The 5-week MA just crossed below the 50-week MA. Last time this happened, we saw a continuation of the downward trend. pic.twitter.com/ZNfIy7bXmR — Guilherme Tavares (@i3_invest) March 31, 2025 Ignore the mass layoffs, they’re not the story. Capital is rotating into oil, aerospace & defense – a lot of short-cycle, defensive …
The Nikkei is down over 2%, and an 80-basis-point spike in 2-month T-bills is no accident. That doesn’t just happen for no reason. This is the kind of spike that can only come from someone dumping billions of dollars, fast. Holy no…! https://t.co/FSwPRyh8wu — 문링 (@marrin_trading) March 28, 2025
We’re at the point where ‘too expensive to let it live’ is said with a straight face. These people are sick. — Clown World ™ 🤡 (@ClownWorld) March 27, 2025
Among the greatest debate ass kickings of all time at CNN, courtesy of @StephenM pic.twitter.com/Lcygqkvcoi — Buck Sexton (@BuckSexton) March 18, 2025
We’re now at the point where people are openly justifying endless war to benefit Americans byu/sschepis inconspiracy Is TDS stopping the left from seeing what’s really happening in Ukraine? byu/RemmyFlex1 instupidfuckingliberals
It’s the highest level of concern we’ve seen since the Dot Com Bubble. What does this mean? The U.S. economy is heading into dangerous territory. But it’s not just the stock market that’s in trouble. The U.S. government’s interest expense has gone off the charts, pushing past a staggering $1.1 trillion. And if current trends …
President Donald Trump toured a Boeing plane Saturday to highlight delays to the new Air Force One. The tour of a Boeing 747 jumbo jet took place at Palm Beach airport. Trump renegotiated the new Air Force One deal in his first term, but it may not be ready until 2028. President Donald Trump is …
He points out that Bitcoin’s supposed rarity doesn’t hold up when anyone can create a coin with a fixed supply, like a meme coin on Solana, for almost nothing. Saylor’s claim that Bitcoin’s limited supply makes it valuable suddenly doesn’t seem so special. The truth? The supply of “fixed-supply” digital assets could be limitless. The …
Press Outlets Accuse Pete Hegseth of Domestic Abuse, but His Ex-Wife Nukes Them. On the surface, this seems serious. After all, there’s an on-record source making the claim, which is a step up from most press allegations these days. Surely, this is going to sink Hegseth’s nomination, right? There’s just one problem: Hegseth’s second wife, …
