Independent thinking for complex markets and current events
via Angelo Giuliano: HUGE China trade surplus. The problem (for the US) ? China is not taking any more US debt anymore, instead China is recycling its US trade surplus into > – Belt and Road initiative – Gold – tangible assets investments We are facing the same critical point that led to the Opium …
Serial Convertible Bond Issuers SunEdison* Chesapeake Energy* SunPower* Molycorp* Lehman* iStar Financial* Calpine* Fannie Freddie* Enron* Tyco* Adelphia* Six Flags* eToys* Avaya* Worldcom* Tesla Coinbase Microstrategy *went bankrupt. When you point this out to $TSLA or $MSTR investors, they don’t want to hear it. 👇🏼 “Over the last 30 years, companies issuing more than one …
Please stop calling them “far right”. That’s a Reuters talking point. — Ian Miles Cheong (@ianmiles) December 20, 2024 It's amazing if you think about what they're saying. Blaming Russian influence on the need for canceling the election is really saying you're not allowed to get information from non approved sources. — Lord Business (Alpha …
The December Philly Fed Manufacturing survey was another disaster, collapsing from -5.5 to -16.4, versus an expected rise to +2.8. This is the weakest level of the year. More problematic, prices paid jumped while prices received fell. All signs point to #stagflation. Sorry, Fed. — Peter Schiff (@PeterSchiff) December 19, 2024 The markets still don't …
All signs point to imminent clusterfuck. pic.twitter.com/hQqChhQtlw — Mac10 (@SuburbanDrone) December 6, 2024 Dow transports leading the way. Pay attention. pic.twitter.com/zFhFPhMZIO — The Great Martis (@great_martis) December 6, 2024 We were due to a hard landing back in 2019, but then the government found COVID pic.twitter.com/njVAurfg9I — Darth Powell (@VladTheInflator) December 6, 2024 🚨HISTORY LESSON: …
https://twitter.com/MyLordBebo/status/1863844719966441913 AC
Bond yields surge despite Fed cuts, exposing weakening control over markets. The 10 year note yield is just causally up another +13 basis points today. That's +85 basis points since the Fed started CUTTING interest rates. And, no one seems to care. Why has this become normal? pic.twitter.com/zoV9TshYmG — The Kobeissi Letter (@KobeissiLetter) November 12, …
https://twitter.com/gekoft/status/1855908644891615391 That feeling of disbelief 😂😂 pic.twitter.com/77egbtuU6X — Raunak Sinha (@RaunakVerse) November 11, 2024
https://www.cnbc.com/2024/11/07/fed-rate-decision-november-2024.html The Federal Reserve approved its second consecutive interest rate cut Thursday, moving at a less aggressive pace than before but continuing its efforts to right-size monetary policy. In a follow-up to September’s big half percentage point reduction, the Federal Open Market Committee lowered its benchmark overnight borrowing rate by a quarter percentage point, or …
BREAKING OUT OF IOWA: Trump posts NEW RECORD in Iowa Youth Straw Poll, handily demolishes his own 2016 and 2020 performance 🔴 2024: Trump+30.1 🔴 2020: Trump+18.1 🔴 2016: Trump+10.6 This year, Trump received *61.6% of the vote… Kamala nearly dipped into the 20s! 2024: Trump 61.6%-Harris 31.5% 2020: Trump 52.9%-Biden 34.8% 2016: Trump 46.1%-Clinton …
In her new book, “Mao’s America: A Survivor’s Warning,” anti-communist advocate Xi Van Fleet recounts all the troubling signs indicating that America’s present is rapidly coming to resemble China’s Maoist past. She should know. Xi was in school when the Cultural Revolution burst upon the Chinese landscape in 1966 with all the violence of a …
Trump lost Puerto Ricans in Florida 66-34 in 2020. PA results were similar. The most recent poll that dropped from Cygnal, conducted mostly after the Madison Square Garden rally, shows Donald Trump winning Florida Puerto Ricans by two points. This is disastrous for Democrats. — Red Eagle Politics (@RedEaglePatriot) October 31, 2024 Nate Cohn: "Most …
Does this look like someone to follow? Microstrategy stock. pic.twitter.com/7587s87Mw6 — Jordan Baker (@JordanBakerBK) October 30, 2024
This you and I agree on. https://t.co/ZdM2jelRTi — USTAXPAYER (@USTAXPAYERUNION) October 28, 2024
(Reuters) – Minutes of the U.S. Federal Reserve’s half-a-percentage-point rate cut last month, to be released on Wednesday, may provide a final word on just how divided policymakers were over a decision that took many economists by surprise and sparked the first dissent from a member of the Board of Governors in 19 years. Fed …
I am buying them long bond today. They are going to go bid when shit hits the fan and then sell off when the FED comes in with money printer. few — Simon Says (@Seniorstrategen) October 7, 2024 https://twitter.com/nobsan0701/status/1842193783670411477
Global supplies of microchips that feature in cars and smartphones have been threatened after the US hurricane Helene forced the closure of a mine that is critical to production. Flooding and power outages caused by the hurricane have shut down mining and processing operations at Spruce Pine, a quartz facility in a remote area of …
Additionally, consumer credit card debt was roughly $200 billion in 2000, and it now stands above $1 trillion: https://t.co/LxYv2QYpkr — Reef Insights (@ReefInsights) September 28, 2024
by New Radio Release Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up Gerald Celente of the Trends Journal joins us for an explosive interview on a range of topic, including gold’s rise, the pending death of the dollar and why Gerald is more concerned now than ever that we’re on the …
Lebanon says Israeli airstrikes kill at least 492, residents flee from south Israel’s military said it launched airstrikes against Hezbollah sites in Lebanon on Monday, which Lebanese authorities said had killed 492 people and sent tens of thousands fleeing for safety in the country’s deadliest day in decades. After some of the heaviest cross-border exchanges …
by Stargazer5781 The Challenger Report published an article indicating that hiring in the US has fallen to the lowest level since they began tracking the data in 2005, even lower than the worst periods of the Great Recession. “U.S.-based employers announced 75,891 cuts in August, a 193% increase from the 25,885 cuts announced one month prior.” …
Trump and Harris Neck and Neck After Summer Upheaval, Times/Siena Poll Finds The survey finds that Donald J. Trump is retaining his support and that, on the eve of the debate, voters are unsure they know enough about where Kamala Harris stands. Former President Donald J. Trump and Vice President Kamala Harris enter the homestretch …
by jessefelder The macro evidence suggests we are at a major turning point. It’s the sort of thing that could precipitate a reversal in the relative performance of commodities versus stocks. On its own, the stock market already looks primed for a major shift in trend… …especially if the economy is headed for something harder …
From Australia, he/she did manage to receive many memes. 🇦🇺🇫🇷AUSTRALIA'S OLYMPIC CONTENDER HAS PhD IN BREAKDANCE … LITERALLY Raygun, the 36-year-old lecturer, known more for her expertise in "the cultural politics of breakdancing" than for actual breakdancing, managed to showcase a routine that resembled a toddler's but with a PhD… pic.twitter.com/pL2AuHfKHF — Mario Nawfal (@MarioNawfal) …
https://twitter.com/GayBearRes/status/1817966316265087364 🚨Paychex small business jobs index fell slightly again for Jul and, while not a large drop, it's the first reading in contraction territory (albeit marginal) since covid; annual growth in weekly earnings came in at 2.87% – has the downturn in the labor market finally begun…? pic.twitter.com/T6IHpZeW1t — E.J. Antoni, Ph.D. (@RealEJAntoni) July 30, …
Car repossessions have surged recently. In 2024, car repossessions increased by 23% compared to the previous year, which is also 14% higher than pre-pandemic levels. This rise is largely attributed to financial distress among consumers, with many struggling to keep up with their car payments due to higher interest rates and overall economic pressures.
Here’s the official story so far: a random 20 year old acting completely alone walked within 150 yards of a presidential campaign rally with a rifle, climbed onto a rooftop in full view of Secret Service snipers, set up his shot and fired without anyone intervening and with no… — Matt Walsh (@MattWalshBlog) July 15, …
by jessefelder After Sequoia recently suggested that the “AI Bubble Is Reaching A Tipping Point,” Goldman Sachs came out and made a similar point. Tech blogger Ed Zitron took it a step further, concluding “Generative AI is decidedly not the future.” Famed tech investor Roger McNamee went so far as to say that, “More evidence …
Unusual to get such a large monthly ‘construction’ layoffs data point Way too soon to extrapolate. BUT a second similar month at this level would be troubling (especially when many other labour market indicators are so soft!) pic.twitter.com/YjoDKkKLWc — Longview Economics (@Lvieweconomics) July 8, 2024 Normal cycles do include prices going down in all markets, …
