Independent thinking for complex markets and current events
Gas stations across America could run completely dry in just days. We’re not talking about expensive fuel anymore – we’re talking about no fuel at all. Right now, as you’re watching this video, Iranian lawmakers are seriously considering a move that could send shockwaves through every gas station from coast to coast. They’re threatening to …
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 …
The tide has turned. After years of sellers calling the shots, the housing market has finally shifted. Berkshire Hathaway Home Services isn’t whispering it. They’re spelling it out. The market now belongs to the buyers. This isn’t a theory or a forecast. It’s already happening. Inventory has ballooned past 500,000 active listings, the highest level …
**I really don’t understand why everyone isn’t outraged about housing. If this keeps up, when my kid turns 22 (2047), they’ll need to make ~$843K/year just to buy a median-priced home. This is what happens when you rack up government debt and flood the system with handouts.… https://t.co/JbkFjMcv7T — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) June …
This so-called “low” inflation number is a total joke. While they brag about 2.4%, Americans are getting slammed with reckless hikes in gas, insurance, food, rent, and healthcare. The basics keep getting more expensive every damn day, and no one’s doing enough to fix it. Enough is enough. While May CPI inflation was 2.4%, inflation …
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 …
Home prices are falling for the first time since 2012. Going to be very hard to avoid a recession with a dead housing market. pic.twitter.com/5RB4ucijqh — Spencer Hakimian (@SpencerHakimian) June 9, 2025 Housing has become the most unaffordable in the entire history the United States. Heckova job, "Zimbabwe Ben" Bernanke, Yellen the Felon, & BlackRock …
New home prices are fairing much worse when measured by Fed rate cycles than they were during the 2004-2009 Fed rate timeline. New Memo in comments. pic.twitter.com/Za3K6Q7dys — Mr.Awsumb (@MrAwsumb) June 7, 2025 “Housing IS the business cycle” – Edward E. Leamer pic.twitter.com/ADAw5zYC5S — Kalani o Māui (@MauiBoyMacro) June 7, 2025
1) This was the highest active listing count for May since 2019, according to https://t.co/T5AunQYjfL data. This is important because it signals that sellers are now facing stiff competition to sell their homes. A marked reversal from the pandemic boom, and a signal that gains… — Nick Gerli (@nickgerli1) June 5, 2025 3) In addition, …
Global shares sank on Monday and oil prices jumped as trade tensions and the Russian-Ukraine conflict ratcheted up geopolitical uncertainty. China blasted the U.S. for issuing AI chip export control guidelines, stopping the sale of chip design software to China, and planning to revoke Chinese student visas. Oil prices rallied after OPEC+ decided on a …
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 …
Cherry growers in Yantai, Shandong, are facing heavy losses this year. Prices for cherries have dropped so drastically that they no longer even cover the cost of fertilizer. In fact, cherries are now cheaper than pork, so farmers would even save more money by feeding them to pigs. Around 50,000 kilograms of cherries remain unsold …
Trump admits that tariffs will increase prices for American consumers: "Sometimes the country will eat it. Sometimes Walmart will be eat. And sometimes there will be something to pay. Something extra … they have to take out some of their profits." pic.twitter.com/uvRJU0iPWC — Aaron Rupar (@atrupar) May 23, 2025 For 10 months, China has been …
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
Summer 2025 calling! 🚗✨🍦 Gas prices are dropping to the lowest in YEARS ($3.08 on Memorial Day, possibly sub-$3 later this summer)! Where are you heading & what's your best road trip hack? 👇 pic.twitter.com/fR2LDX23uY — GasBuddy (@GasBuddy) May 20, 2025
Home values are sliding across the country, with Zillow reporting declines in 27 states. The latest data confirms what many homeowners feared—prices are no longer climbing at the breakneck pace seen in previous years. The housing market is shifting, and sellers are feeling the pressure. The biggest drops have been recorded in Florida, Colorado, California, …
‘Quick … buy before prices skyrocket’ LOL Silent depression. 🤫🇨🇦 pic.twitter.com/4C5JjiTrP5 — EconomicWoes 🤖 (@ManyBeenRinsed) May 20, 2025 When it’s obvious to everyone – it’s already over. Housing is cooked in Canada. Silent depression. 🤫🇨🇦 pic.twitter.com/IlTuTVEqsv — EconomicWoes 🤖 (@ManyBeenRinsed) May 20, 2025 Every major figure in Canada’s economy is now broken — distorted by …
The latest housing market data reveals a troubling trend. Foreclosures are rising again, marking a shift from the unusually low levels seen during the pandemic years. The Federal Reserve Bank of New York’s Household Debt and Credit Report confirms that distress is creeping back into the market, with 61,660 foreclosures recorded in the first quarter …
by Michael Are you ready to pay 80 percent more for a USB-C cord? Unfortunately, Walmart, Target and other major retailers have decided to start dramatically raising the prices of thousands of imported products. Of course our paychecks are not going up dramatically as well, and so our standard of living is going to go down. …
SAM ALTMAN PROMISED TO SHARE AGI WITH THE WORLD—NOW HE’S CASHING IN 5 years ago, Sam Altman told investors OpenAI wouldn’t chase profit. No business model. Just build AGI, ask it how to make money, and take 0.001% of the value while sharing the rest with humanity. Now? OpenAI is a for-profit powerhouse, with closed …
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 …
Oil prices fall as Trump says US is 'getting close' to Iran nuclear deal https://t.co/QtJFxXJ2nJ — Daily Mail US (@Daily_MailUS) May 15, 2025 Oil prices fell as much as 3 per cent by Thursday afternoon after President Donald Trump said the US was close to reaching a nuclear accord with Iran. The price of Brent …
by David Haggith Markets are burning up … in the wrong way. The import market is on fire, but not in a good way. So is the stock market, and so are Treasury yields—also not in good ways for those invested in those markets. Treasuries finished climbing solidly above a 4.5% yield on the 10YR …
Democrats are saying this will lead to less new drug development, while Republicans are saying it will stop price-gouging by Big Pharma. Both parties were saying the exact opposite a decade ago. https://t.co/j39IM8b2EH — Frank Luntz (@FrankLuntz) May 12, 2025
There is so much fraud in the US real estate industry that if you included the fraud, the number of investment properties would rise 50% FIVE ZERO. Those fraudulently obtained mortgage default at a 75% higher rate than legally obtained investment mortgage loans. pic.twitter.com/YdzYoa76CD — Darth Powell (@VladTheInflator) May 7, 2025 BIGGEST METRO AREA HOME …
Ford Motor Co. is increasing prices on its Mexico-built vehicles by as much as $2,000, becoming one of the first automakers to announce a price hike because of tariffs. Changes on dealer invoices became effective May 2 on the Maverick small pickup, Bronco Sport SUV and Mustang Mach-E all-electric crossover, according to the memo obtained …
Leading indicators suggest inflation is set to rebound: The index of prices paid by New York manufacturers jumped to 51 points in April, the highest since August 2022. At the same time, the Philadelphia manufacturing prices paid index rose to 51 points, the highest since July 2022. All while the Dallas and Kansas manufacturing prices …
Gold (and central banks) know that neither Congress nor the White House has any plan in place to cut off relentless peacetime, "non-recession" deficit spending. Source: CBO pic.twitter.com/Mg8H8x8yDf — David Sommers (@dgsommersmkts) May 5, 2025 Heading into 2025, $GLD was underperforming the S&P 500 since 2020 by ~10%. However, as uncertainty has risen, $GLD is …
And now, it is showing up in the hard data. Credit card transactions began falling in a highly unseasonal manner in the last week of April. Spending slows down, layoffs speed up. It’s just that simple. pic.twitter.com/I7zBVDie5u — Spencer Hakimian (@SpencerHakimian) May 5, 2025 Bonds are setting up the ultimate catch-up trade. All the hard …
