Independent thinking for complex markets and current events
View post on imgur.com My God in heaven, this is a real tweet. I’m not so sure they understand what this graph is showing. https://t.co/j88xFjmTe9 — Burt Macklin (@BurtMacklin_FBI) July 24, 2025 Who wants to tell them? pic.twitter.com/tn8Ypl2Hri — End Wokeness (@EndWokeness) July 24, 2025 Democrats actually posted this chart pic.twitter.com/BKemkBjFEj — End Wokeness (@EndWokeness) …
The border between Cambodia and Thailand has erupted into open warfare. On July 24, 2025, fighting broke out across six locations near disputed ancient temples, triggering airstrikes, rocket fire, and mass evacuations. Thailand deployed F-16 fighter jets to bomb Cambodian military targets. Cambodia responded with BM-21 rocket launchers and artillery. At least 14 people are …
U.S. homeowners now hold $34 trillion in home equity, nearly three times the level seen during the 2006 housing bubble. As a share of GDP, this is the highest housing wealth in American history. U.S. homeowners have $34 trillion in equity. That's almost triple the levels in the 2006 bubble. As a % of GDP, …
The deal looks like a headline win. Japan agreed to invest $550 billion into U.S. infrastructure and accept a 15% tariff on its exports. Trump’s team calls it leverage. The talking points promise economic victory. But underneath, the funding channel runs domestic. Japan exports roughly $150 billion worth of goods to the United States every …
“Japan’s passenger car export prices to the US declined by a cumulative 20% or so in April-June. This implies that, for the time being, the Japanese auto industry is absorbing more than half of the 25 pp additional tariff on passenger cars, thereby mitigating the rise in US selling prices. If this trend were to …
The economic data released this morning, July 17, 2025 at 08:30am ET, paints a clear picture: inflation is not accelerating. It’s cooling, and the Fed has breathing room. Import prices rose just 0.1% month-over-month in June, with the year-over-year rate at -0.2%. That’s deflationary. Export prices jumped 0.5% MoM and 2.8% YoY, but that’s external-facing. …
Rice, the most eaten food in Japan, experienced a 100% price inflation in just few years. This hits people’s lives right at the core and I doubt they will endure this much longer without starting voicing out their discontent. However, the BOJ cannot raise rates much higher from here without triggering the implosions of Japan …
Mean reversion on that going to be rough! Pulte owns 38 million shares of $PHM or around 19% of the company stock. Imagine how much he borrowed from the bank using his stock as collateral. This is why Pulte is sperging out 40 times a day on twitter. His family fortune is on the line …
Sales crash 12% as condo market sees 80% more sellers than buyers. BREAKING: The median US condo sale price declined -2.2% YoY in May, to $354,100, marking the second-largest decrease since at least 2012. The only time condo prices dropped by a larger amount was in April 2023, by -2.9%. Meanwhile, condo sales plunged -11.9% …
Real Estate Crash expected to be worse than 2025! Home prices will drop by 60% or more, says Economist, Harry Dent! We are on the verge of the biggest housing market collapse in modern history.
Markets flash crisis signs… Current situation: 1. Bitcoin is up +60% in 3 months like the USD is broken 2. The USD is falling in its worst start to a year since 1973 3. Gold prices are rising toward $3,400/oz like inflation is back 4. Treasury yields are rising like deficit spending is worsening 5.… …
The fundamental problem in the housing market today. American households need to earn $112,000 in order to afford a house. However, the Median Household income is only $84,000. Meaning that a huge portion of the U.S. population is unable to even qualify for a mortgage. Note that from 2010 to 2020, the opposite was true. …
Condo prices across the US are plummeting — with some areas seeing values sink by a staggering one-third in just a year. The average condo sale price in the US fell 2.2 percent year over year to $354,100 in May, a new report shows — making it the second largest drop in records dating back …
Could just be my imagination, but I think on-line retailers have started charging more for shipping, including upping the minimum purchase for free shipping. Companies are expected to pass on 70% of the direct cost of tariffs to consumers through higher prices, warns Goldman Sachs byu/RobertBartus inEconomyCharts h/t Capital_Historian685
Many homebuyers, investors, and realtors are now wondering – will these Fed Rate Cuts stimulate the housing market? And cause more homebuyers to come back to the market? In this video, Reventure Consulting analyzes the data on home price affordability and finds that the U.S. Housing Market is a long way off from being affordable …
Foreign tourists should absolutely pay more to visit America’s parks—they’re OUR natural treasures. Prioritizing U.S. citizens while funding conservation through foreign fees is smart policy. But let’s not ignore the $1B cut to the Park Service budget proposed for 2026. Staff… — Watch DOGE (@dogeai_gov) July 4, 2025
Cloudflare just flipped the switch on a new model for the internet. Starting July 1, 2025, every new domain using Cloudflare blocks AI crawlers by default. No scraping. No silent indexing. If an AI company wants access, it has to pay. That’s the core of Pay-Per-Crawl, a system now in private beta that lets websites …
Export prices fall three months straight pressure builds on yen… BREAKING: Japan’s passenger car export prices to North America dropped -12.0% M/M in May, the largest decline on record. This follows a -4.5% decrease in April, driven by the 25% US tariff imposed on auto imports from Japan. Meanwhile, total export prices in yen terms …
The housing market is not just cooling. It is cracking. The latest data from May 2025 shows existing home sales running at an annualized pace of 4.03 million units. That is the weakest May since 2009. It is also the second-worst May on record. Sales have now declined year over year for four straight months. …
The surface numbers are holding. The real prices are not. In Q1 2025, the median list price for a newly built home in the United States was $448,393. That is down just 0.3% from the same time last year. On paper, the market looks flat. But the paper is lying. Builders are pulling every lever …
We're at this part of the movie with, but with home prices pic.twitter.com/3XKZiQjqQh — Darth Powell (@VladTheInflator) June 25, 2025 Trump is going to regret letting this overstuffed low-IQ housing clown into his administration. What an embarrassment. Using an unconfiscatable digital asset as collateral on a home loan is easily the dumbest thing bloated housing …
Not only has Newson impoverished many Californians, he has been absolutely proud of it. Gas prices set to surge across California next week. California drivers are bracing for a substantial increase in gas prices starting July 1, as multiple new taxes and regulations take effect. Experts are divided on just how high prices will climb, but some …
Apparently a lot of metrics are saying overvalued… h/t Trimethlamine
Markets hit weekly high right after Israel strike but low summer liquidity could trigger another brutal crash… Oil is pointing to a new global deflation. That I predict will be outside of central bank control aka. a mass deleveraging event. pic.twitter.com/Srkj9RtjbJ — Mac10 (@SuburbanDrone) June 24, 2025 Today was the biggest down day for oil …
The Federal Reserve Bank of New York just confirmed it. Total household debt hit $18.2 trillion in Q1 2025. That’s a $167 billion increase in three months. Mortgage balances alone rose by $199 billion, now sitting at $12.8 trillion. Credit card debt stands at $1.18 trillion. Student loans are back on the books after a …
$MCD fast 'food' prices have surged pic.twitter.com/2aH6npolrB — Markets & Mayhem (@Mayhem4Markets) June 19, 2025 New American mother is at the grocery store to buy baby formula Prices are so high “I can’t tell if this is a joke or not” A single can is $52.99-$74. Having babies is not affordable Nestle lobbies against paid …
A significant development in the Middle East has reached a critical juncture, with recent reports indicating a grave threat from Iran. Amid ongoing conflict, Iranian officials have suggested the possibility of mining the Strait of Hormuz, a strategic waterway crucial to global oil supplies. This development, if realized, carries the potential for severe disruptions to …
Core Retail Sales (Month-over-Month) Actual: -0.3% Forecast: 0.2% Previous: 0.0% Export Price Index (Year-over-Year) Actual: 1.7% Forecast: Not available Previous: 1.9% Export Price Index (Month-over-Month) Actual: -0.9% Forecast: -0.1% Previous: 0.1% Import Price Index (Month-over-Month) Actual: 0.0% Forecast: -0.2% Previous: 0.1% Import Price Index (Year-over-Year) Actual: 0.2% Forecast: 0.1% Previous: 0.1% Retail Control (Month-over-Month) Actual: …
