Independent thinking for complex markets and current events
China imported 163 tonnes of gold in May, the largest monthly haul since March 2024. Then I looked at the rest of the numbers. This was the third straight month with gold imports above 150 tonnes. During the first five months of 2026, China imported 692 tonnes, a 76% increase from the same period a …
If the Strait of Hormuz doesn't open soon, then no amount of money printing will be able to stop what is coming. — Anthony M. Hopper (@elander777) May 15, 2026 Global money supply is now up to a record $121.9 trillion. Over the last 2 years, money supply has soared +$17.1 trillion, or +16% byu/RobertBartus …
Iran now knows how big of a leverage the Hormuz is. It had never tested it before, now they know. This leaves Trump between a rock and a hard place. If he demands the peace now, it won’t be on the terms he wants. The other way is that he keeps escalating which erodes his …
by confoundedinterest17 Money makes the world go around and gold prices soar! Gold is looking eerily like gold prices during the Weimar Republic in Germany. Tomorrow belongs to Socialists like AOC and Bernie Sanders who want to keep spending. Along with Senator Chuck Good governments don’t print insane quantities of money.
via confoundedinterest17 Keep on printing money. It seems that home price growth requires The Fed to keep printing money. S&P/Case-Shiller released the monthly Home Price Indices for November (“November” is a 3-month average of September, October and November closing prices). September closing prices include some contracts signed in July, so there is a significant lag to this data. …
by confoundedinterest17 A good Federal Reserve don’t. Print money, that is. The Federal Reserve prints a lot of money (M2). Unfortunately, it largely benefits elites (the top 1%). The bottom 50% get some benefits, but the gains in net worth largely benefits the elite class. This sounds like a legal Somali daycare scheme. Perhaps The Fed …
by confoundedinterest17 Well, tariffs didn’t turn out to be a lethal weapon as Democrats predicted. The US economy continues to grow! The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2025 is 3.5 percent on December 16, down from 3.6 percent on December 11. After this morning’s releases from the US Census …
https://twitter.com/NorthmanTrader/status/1998841788585365948 Fed Chair Powell: Total PCE rises rose 2.8% over the 12 months ending in September. Excluding the volatile food and energy categories, core PCE prices also rose 2.8%. These readings are higher than earlier in the year, as inflation for goods has picked up, reflecting the effects… pic.twitter.com/q8MPm5lCA6 — FactPost (@factpostnews) December 10, 2025 …
Anyone got any ideas other than ZIRP & money printing this time? https://t.co/AWDxCc8ZHO — Don Johnson (@DonMiami3) November 22, 2025 US wage growth is falling: Wages tracked by Indeed increased just +2.5% YoY in October, the lowest growth rate since July 2020. Excluding the 2020 pandemic, this is the weakest wage growth in at least …
The Fed just triggered a liquidity crisis. And I can prove it with three charts. But this isn’t just about repo markets or bank reserves. This is the moment the Fed loses control – and they know it. By the end of this video, you’ll understand exactly why money printing just became inevitable, why stopping …
Lawrence Lepard, Managing Partner of Equity Management Associates, discusses the outlook for Bitcoin, gold, and monetary policy. *This video was recorded on November 7, 2025
via Phoenix Capital Research The next round of money printing is about to begin. It’s not a question of “if,” but a question of “when.” On the surface, everything seems hunky dory in the financial system. Stocks are at all-time highs. Bonds are stable. And the $USD appears to be finding its footing after losing …
by confoundedinterest17 Is This My Free One-Way Bus Ticket To Cleveland? Cleveland is leading the nation in home price growth at 4.7% YoY. Followed closely by Hartford CT, Louisville KY, Detroit MI and Buffalo NY. Well, if The Fed would stop printing money (M2), home prices would decline. But The Fed will keep on printing! Of course, …
U.S. July CPI: Core Inflation Hits 3.1 Percent Year Over Year Headline CPI rose 0.2 percent month over month, matching expectations. Year-over-year inflation came in at 2.7 percent, just below the 2.8 percent estimate. Core CPI rose 0.3 percent month over month and 3.1 percent year over year, beating the 3.0 percent forecast. The Fed …
The Soviets went nuts on money printing in the years before the collapse. pic.twitter.com/ccDFEykUlY — Balaji (@balajis) August 11, 2025 When government spends 100% of GDP you might call it the ultimate all-you-can-eat buffet. I’m not sure people realize government spending % of GDP is close to 50% And the trend is higher What do …
“.. The findings highlight that many workers don’t have a rainy-day fund.” Link to article:https://t.co/w6wkWBVBqv — Kalani o Māui (@MauiBoyMacro) June 24, 2025 More Americans are tapping their 401(k)s just to get by. Hardship withdrawals from retirement plans have quadrupled since 2019. This is the downstream effect of money printing, inflation, and a decade of …
President Trump's agenda flipped from financial austerity to money printing within the first 6 months of his term 🤪 https://t.co/BukqFTdY0t pic.twitter.com/04zGhJC8R0 — Financelot (@FinanceLancelot) June 4, 2025 JUST IN 🚨: President Donald Trump says the U.S. Debt Limit should be completely removed pic.twitter.com/zuSXh2qOZ5 — Barchart (@Barchart) June 4, 2025 As a reminder, Big Beautiful Bill …
And still many everywhere are trying to come up with all possible nonsense narratives and excuses on why yields across the board are going down Narrator: BOJ magic money tree blossoming hard today bro 👊 https://t.co/0Kgz7WcH2W pic.twitter.com/IgHMMZOUT5 — JustDario 🏊♂️ (@DarioCpx) May 27, 2025 Japan’s long-dated government bond yields are lower across the board https://t.co/Armcx3fNYM …
by confoundedinterest17 US home prices are slowing as Jerome Powell and The Fed slow down M2 Money printing. Notice the lag effect between M2 Money growth (green dashed line) and the Case-Shiller National home price index (solid blue line). Both have slowed. Should The Fed keep on printing money? We don’t need no stinkin’ Fed!
Musk’s discovery exposes the fraudulent nature of modern financial systems This is the biggest news of the century. Even if 'magic money' is "only 5% maybe 10%" this means the entire premise of money and banking are a fraud at the conceptual level. If money is being spent without it coming from a message-settled banking …
Printing so much money also has never happened in history pic.twitter.com/hoqdCkUeIY — Data Driven Stocks (@stockdatamarket) January 30, 2025
This is an excellent video on the massive fiat debasement that is waiting for us around the corner. — Marius Kjærstad (marius.eth) 🐬🦇🔊 (@MKjrstad) September 19, 2024
The Federal Reserve’s actions during the COVID-19 crisis were extensive and went beyond just purchasing government securities. The Federal Reserve took unprecedented measures to support the economy. By the end of 2020, the Fed had purchased approximately $3.5 trillion in government securities. This was part of a broader effort that included various lending programs and other financial …
Textbook recession: 2 consecutive quarters of negative real GDP Textbook depression: 12 consecutive quarters (3yrs) of negative real GDP 🇺🇸 currently in 9th consecutive quarter of negative real GDP ⚠️ — CJK (@CJKonstantinos) August 29, 2024 31% of parents say they are unable to afford back-to-school shopping for their kids this year, per Credit Karma. …
by confoundedinterest17 The Fed’s theme song: Keep on printing! Look at this chart of the S&P 500 index against M2 Money stock. And this chart of Case-Shiller home prices against M2 Money. Bottom line? The Fed has to keep on printing money. Otherwise, the US economy will collapse like a cheap building. Here is Fed Chair …
by confoundedinterest17 MMT is mostly magic! The Federal Reserve relies on “The Power of Magic” to fool people. For example, the massive increase in money printing following Covid and Biden’s disastrous economic policies (or FOLLICIES). Modern monetary theory (MMT) is not convincing to most trained economists of various schools of thought. This causes many to balk at MMT and mock it, …
by confoundedinterest17 I learn something new everyday. Like Biden yesterday claimed has was VP during Covid (uhm, Covid was in 2020 and Biden left the office of VP in 2017). But nothing gets in the way of Biden and a good story! Like his whopper that he inherited 9% inflation from Trump (even CNN fact-checked …
Isn’t it ironic that the United States’ most monumental infrastructure projects were completed before the government acquired the unlimited ability to print money in 1971? Since then, what little infrastructure has been built comes at comically inflated prices. An example of how we’re getting less infrastructure for our money and time these days: https://t.co/LJwrNwpszj — …
In a revelation that shatters conventional wisdom, the correlation between the S&P 500 performance and the Fed’s balance sheet since the Global Financial Crisis remains eerily stagnant. Beneath the surface lies a stark truth: the apparent market growth is a mirage, sustained solely by the relentless influx of liquidity orchestrated by central banks. As the …
