Independent thinking for complex markets and current events
Trump betrayed by early Never Trumpers… MTG: Mark Levin was one of the biggest Never Trumpers. Makes me sick. Now he’s blowing up Trump’s phone and showing up at the WH demanding for America to go to every single foreign war on behalf of Israel. And it’s people like him and Lindsey Graham and all …
CITI CUTS U.S. EQUITIES TO NEUTRAL, WARNS ON TARIFF IMPACT Citi just downgraded U.S. equities to Neutral from Overweight, flagging recessionary earnings revisions, rich valuations, and trade risks. They now expect global EPS growth of just 4% in 2025—well below consensus—and see… — Wall St Engine (@wallstengine) April 14, 2025 WSJ: “This is different,” Dimon, …
This is arguably one of the most critical macro developments unfolding today. Even when adjusted for inflation, the 30-year yield has reached its highest level in 15 years. The US cannot sustain this for long, in my opinion. It will need either higher inflation or a… pic.twitter.com/CBshI3xGwd — Otavio (Tavi) Costa (@TaviCosta) January 15, 2025 Gold is looking …
Donald Trump has been president before, but his second term will thrust a suite of unorthodox new ideas into the economic policy debate. And some pretty old ones, too. From selling federal land for housing construction to special tax cuts for tipped workers, Trump’s campaign promises are already translating to policy work that would never …
Rising government bond yields in Japan usually correlates with lower USD/JPY exchange rate. It should also put a selling pressure on long-term US government bonds as Japanese bonds become more attractive and Japan own $1.2 trillion US bonds. Source: Apollo pic.twitter.com/gpdwPLMowL — Global Markets Investor (@GlobalMktObserv) June 2, 2024 Spiking Interest Payments on the Ballooning …
via naturalnews: President Joe Biden’s administration is firm in declaring that the year 2024 is the time for Americans to start breathing easy again when it comes to inflation that haunted households for a few years. After more than 20 months of skyrocketing prices and higher borrowing costs, investors, economists and Federal Reserve officials claim …
Arkansas Governor Sarah Huckabee endorsed President Trump a few days ago and now Texas Governor Greg Abbott has done the same It’s time for every other GOP primary candidate to drop out It’s all overpic.twitter.com/Q3ybfVUnsY — DC_Draino (@DC_Draino) November 19, 2023
From the WSJ: A surge in interest rates likely worsened unrealized losses on bonds and loans held by U.S. banks in the third quarter, further straining their balance sheets as they face pressure to pay more to keep depositors. Unrealized losses were a key cause of Silicon Valley Bank’s failure in March, which spurred other …
US weapon inventories are so low Biden is pressuring allies in the Pacific theater to send their shells to Ukraine. Biden is disarming every country that could possibly stop China from invading Taiwan- why? WAR: US weapon inventories are so low Biden is pressuring allies in the Pacific theater to send their shells to Ukraine. …
Extremism is making people choose between taking a shot they don’t need and their livelihood. Extremism is the government pressuring social media companies to censor wrong-think. Extremism is unaccountable rule by central banks and intel agencies. Boycotts aren’t extremism. https://t.co/jvPkGAQSMc — Michael Krieger (@LibertyBlitz) June 4, 2023 LOL – look at that. https://t.co/HpCXOTHXMB — Catturd …