Independent thinking for complex markets and current events
The ISM Manufacturing Prices Paid index surged to 84.6 in April (way above the expected 80 and up sharply from 78.3 in March). That’s the highest reading since April 2022 and shows input costs are rising fast again, driven heavily by energy/oil prices tied to the Middle East situation. https://tradingeconomics.com/united-states/ism-manufacturing-prices The overall Manufacturing PMI held …
Iran considers the continuation of a US naval blockade as a violation of the ceasefire and would close the Strait of Hormuz again if the blockade is not lifted, the IRGC-affiliated Fars News reported citing an informed source close to the Supreme National Security Council. The source said Iran had initially agreed, as part of …
via notayesmanseconomics The present crisis in the Middle East has affected Japan in two main ways. The first is via its position as a large energy importer. You can look at Japan as importing energy ( and other commodity resources) to produce goods in exchange and in that model the terms of trade have moved …
Angel investor Simon Dixon explains how the U.S. economy Ponzi scheme is approaching imminent collapse: “[This] is an absolute disaster.” “The only solution [now] is to print more money than Covid… more money than the global financial crisis.” “[The U.S. needs] to roll over $7 trillion of debt at either 4.5% or 5%.” This clip …
Regardless of the numbers, what a terrible quotation to give, in his position — parreeeto (@Jake__Turnbull) February 9, 2026 Friend got laid off last month. $180K salary. 8 years experience. Great reviews. 'Nobody's hiring at my level. All the jobs are junior roles at half the pay.' That's the AI squeeze. Senior roles shrink. Junior …
by confoundedinterest17 September US home sales printed at 4.06 million units. The US still hasn’t recovered from the Covid 19 outbreak of 2020 and the Fed’s response to Covid. On the commercial real estate side, CRE prices remain below Covid 19 outbreak levels.
In loving memory of Charlie Kirk, a fearless patriot & man of unwavering faith who dedicated his life to America. "It's bigger than you, I want you to remember that… It's bigger than me – you are here to make somebody else's life better, the pursuit of liberty & freedom."❤️ pic.twitter.com/3Xrf5dcFlP — The White House …
This is the kind of data that forces central banks to panic cut. Weak jobs + currency trouble = a world sprinting toward gold, not dollars. The yen is toast. Debt-to-GDP is the worst in the developed world. Gold is now ¥527,000 an ounce in Japan. The yen is cooked and debt-to-GDP is the worst …
This is absolutely ridiculous Vegas resident shows that restaurants have started adding in small print at the bottom of their menus a “concession fee of 4.85%” to be added onto your total bill. This fee is for offsetting operational costs like rent, labor, or prime location expenses This fee is OPTIONAL, but it is automatically …
Prediction: Q2 was the best GDP print we see this year. We spent that quarter front loading inventory ahead of the tariffs. We will see what the tariffed economy really looks like in the second half of the year. Expecting a slowdown. — QE Infinity (@StealthQE4) August 13, 2025 what if the Fed cuts rates …
The wealthy have a clear financial incentive to promote or shape crisis-related policies that cause M2 money supply surges, as these typically boost asset prices (like stocks and real estate) and offer low-cost credit, disproportionately enriching them. In February 2021, the U.S. M2 money supply, encompassing cash, checking accounts, savings, and money market funds, skyrocketed …
This guy spent $500,000 for this machine to 3D print his entire house. It prints the walls and layers using concrete, which is durable enough to last up to 300 years. The hollow walls allow for easier installation of plumbing and wiring. Steel reinforcements and spray foam add strength, soundproofing and insulation. Because the machine …
“Over the next 10 years, the U.S. dollar will lose 75% of its purchasing power, which is how we will fund the $100 trillion in off-balance-sheet liabilities,” warns Rick Rule, president and CEO of Rule Investment Media. In an interview with Daniela Cambone, he draws a parallel to the 1970s, when the U.S. faced high …
Gold is telling us that the USA will not pay its debts via taxation. It will pay them via the printing press. $8T of foreign held bonds needs to find an exit… https://t.co/Ozp6uopO8N — Kevin Bambrough (@BambroughKevin) April 16, 2025 The U.S. could risk default on its $36.6 trillion debt as early as August unless …
U.S. Profit Outlook is now the most unfavorable since November 2007 🚨 Anything interesting happen in 2008? 🤔👀 pic.twitter.com/NadMu4F7ps — Barchart (@Barchart) April 16, 2025 Wow, that’s a worse print than during the 2001 and 2009 recessions. It’s getting really more and more difficult to imagine how we can avoid a recession right now. pic.twitter.com/ycRrqfEVge …
The US can NOT use QE right now China CAN use QE right now. They are not the same. One can weather a trade war, the other will suffer. pic.twitter.com/oryds6GOzr — The Long Investor (@TheLongInvest) April 7, 2025 BREAKING: TRUMP CALLS FOR RATE CUTS TODAY pic.twitter.com/rfeQ4D6cGO — The Coastal Journal (@1CoastalJournal) April 7, 2025 10y …
Uncle Warren: “Never bet against America.” Bill Ackman: Goes on CNBC, “Hell is coming.” Lol — Heisenberg (@Mr_Derivatives) March 1, 2025 Did anyone else notice Scott Bessent say "We expect the housing market to 'unfreeze' in the next few weeks." What do you suppose he meant by that? 🤨 https://t.co/jCPYv5vdiG — Financelot (@FinanceLancelot) March 1, …
🇺🇸 CPI FORECAST: Zero firms on Wall Street are expecting a cooler inflation print tomorrow. 📈 $SPY pic.twitter.com/O8Y7LJru2U — LuxAlgo (@LuxAlgo) January 14, 2025
The Swiss have printed about 3x less money than Canada has between 1980 and 2024 And in 1985, 1 Canadian dollar could buy 2 swiss francs. Today? It buys 0.65. This isnt magic, guys. pic.twitter.com/KPOn7lqfb5 — Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) December 24, 2024 The original Big Mac Index: Campbell's Tomato Soup. In short, Nixon broke the …
People keep thinking the FED is the president. FED gunna print. It’s the only thing they do. Numbers must go up. Doesn’t matter who holds office. h/t Amber_Sam
We’ll get at least one more round of ZIRP before it all falls apart. They will keep doing the same sh*t until it stops working. Bond erosion Accelerates This,not good.This,very bad. pic.twitter.com/X8CJi8x01C — The Great Martis (@great_martis) October 10, 2024 #GOLD has rallied on the same day or the following day after the inflation data …
Already now pensioners have often higher standard of living than working group. It's not bad, but they come from prosperity times, whilst now Europe is in crises.I know many people that need to get support from their older parents. — Dul Theory (@DulTheory) July 22, 2024 Remember when Germany was lecturing Greece, Spain, Italy & …
The University of Maine has revealed the largest 3D printer in the world. Named rather grandly Factory of the Future 1.0 (FoF 1.0), the new unit is four times larger than the university’s previous world record breaking 3D printer, MasterPrint, which it debuted in 2019. This colossal printer can produce items measuring up to 96 …
CNBC's Rick Santelli breaks down the awful Bidenomics inflation numbers: "To find a bigger number, you're going back to September of last year…" "Hotter than expected…" "It's still running hot." pic.twitter.com/VpIyhxHSa9 — Charlie Kirk (@charliekirk11) April 10, 2024
This is such a 2023 headline pic.twitter.com/qCFDNrlSP5 — Markets & Mayhem (@Mayhem4Markets) December 17, 2023
Paper money turns government from parasite into predator. Aside from stealing your life savings and launching depressions, one of the nastier features of paper money is what it does to governments. Because once a government can print what it likes, it no longer needs taxes.… pic.twitter.com/ASQp1MwfFM — Peter St Onge, Ph.D. (@profstonge) October 7, 2023
Cost of imports registers biggest increase in 15 months as gas prices boost inflation The numbers: The cost of imported goods rose 0.5% in August, marking the biggest increase in 15 months, largely because of higher oil prices. import prices rose for the second time in a row and just the third time this year. …
by DesmondMilesDant I know Q1 = -0.4%, Q2 = -0.3%. But they have literally changed the definition of recession. We need three consecutive -ve prints. Not 2.
I rarely mention the official debt (or the $200T real debt) because we owe it to ourselves, and have a printing press, or something, but I always want to know: 𝐖𝐡𝐞𝐫𝐞'𝐬 𝙤𝙪𝙧 𝐇𝐨𝐨𝐯𝐞𝐫 𝐃𝐚𝐦? What'd we get for this besides creating a record number of billionaires? pic.twitter.com/Wd6kaGJ2qF — Rudy Havenstein, Senior Markets Commentator. (@RudyHavenstein) March …
