Independent thinking for complex markets and current events
JP Morgan Q1 results beat on record trading revenue, yet Dimon is issuing quiet warnings on “unprecedented” tail risks and structural inflation persistence. They are selling their “record” performance to the crowd before the credit cycle turns. $JPM closed lower Tuesday despite beating earnings estimates across the board, and the culprit is net interest income …
BREAKING: Tether just minted $2 billion out of thin air. Wondering why Bitcoin has been rising? It’s not organic demand, it’s Tether printing and funneling cash into BTC to prop it up, hiding behind the stock market rally as cover for mass manipulation. It’s a giant game of musical chairs. You don’t want to be …
The current US administration cannot stop one of the best Biden’s trick to masquerade the health of the economy, why? Guess what’s going to happen to stock the moment NFP prints collapse https://t.co/arwdoBy3s6 — JustDario 🏊♂️ (@DarioCpx) July 7, 2025
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!
President Trump is putting a freeze on Government Jobs. A large percent of job growth the past year. In 2024, government employment saw an increase of 438,000 jobs. Who is ready for NEGATIVE Job prints in 2025? pic.twitter.com/r81dgwksVY — The Coastal Journal (@1CoastalJournal) January 21, 2025
by confoundedinterest17 Biden/Harris will be remembered for many things, mostly BAD. Uncontrolled immigration, crime out of control, endless wars, grossly incompetent government administrators, 200k+ missing immigrant children, etc. But wreckless inflation coming from insane government spending takes the cake. And it is heating up again, with the help of The Feral Reserve. Yes, The FERAL …
"Victory on inflation" Core PCE accelerates as government continues to print currency. pic.twitter.com/hxtOp0XAYl — Daniel Lacalle (@dlacalle_IA) May 28, 2024 The acceleration of Core PCE (Personal Consumption Expenditures) coupled with ongoing currency printing paints a grim economic picture. As the government increases its monetary supply, inflationary pressures intensify, impacting everyday consumers and eroding purchasing power. …
Argentine President Javier Milei said on Thursday evening that he will present a bill to Congress to punish with jail time any Central Bank official that issues money to the National Treasury to finance fiscal deficits. Milei, in an interview with the news channel Todo Noticias, said that the intention is to define the practice …
by confoundedinterest17 Yes, there is a Dark Side to Federal stimulus! And it isn’t Dark Side of the Moon, but the dark side of who benefits from Federal stimulus. Its all about money. Example? Take Checkable Deposits of the to 1% (blue line) of wealth compared to the bottom 50% of wealth (red line) after The Fed …
“Hey, have you heard the latest from China? They’re going all-in on the cashless life! Tencent Holdings, the social media powerhouse, has just launched a super cool payment service for Beijing metro riders. And get this – you can pay for your ride with just your palm! No cash, no card, no problem. It’s all …
