Independent thinking for complex markets and current events
The Fed is losing money, currently $120 billion since 2022. They can't send profits to the US Treasury until they earn those losses back. The last line is hilarious.🤣 "The Fed has stressed that losing money in no way impacts its ability to operate and conduct monetary policy." https://t.co/FlNjxjGBNL — Wall Street Mav (@WallStreetMav) November …
The signs of an impending auto loan debt crisis are becoming increasingly apparent, as noted by AutoMoBlog. Wall Street’s lucrative practice of selling car loans to individuals with limited capacity to repay is fueling concerns, mirroring practices reminiscent of the 2008 financial crisis. Simultaneously, the rapid increase in defaults on Commercial Mortgage-Backed Securities (CMBS) is …
Authored by Charles Hugh Smith via OfTwoMinds blog, Should stock valuations track this same decline in profits, it’s entirely reasonable to expect the stock market to lose 2/3 of its valuation premium. All Six of the reasons corporate profits will decline by half are common sense: 1. Reversion to the mean: profits that are double the …
Global stock markets peaked a month ago at the end of July. Then fell for the first three weeks of August. Today, Nasdaq breadth was strongest since the market top. September will be hell. pic.twitter.com/FST2UcLsci — Mac10 (@SuburbanDrone) August 30, 2023 The FDIC is literally using the same script as 2020… They're changing the reserve …
by SM1334 I think its fair to say the treasury ain’t getting its money… Sauce : https://fred.stlouisfed.org/series/RESPPLLOPNWW
Huge backlog of 200 ships are stuck trying to enter the Panama Canal as they wait WEEKS amid slowed traffic due to drought: Delays set to wipe $200M off profits and cause spike in US grocery and parcel prices The large vessels, thought to be carrying millions of dollars worth of goods, are locked in …
by Mahatmahems Michael Snyder reports today, “the Conference Board’s index of leading economic indicators has already declined for 15 months in a row.”* The US economy has been sputtering since 2019. After a reckoning of the loss of 4 mid-level banks in the Spring 2023 and the recent bankruptcy of a major freight company, something …
So far, Q2 profits from S&P 500 companies are down about 8% from a year ago, according to a blend of reported results and consensus estimates. But 80% of companies have so far topped Wall Street profit expectations, a slightly higher rate than average. https://t.co/I9Hmwd7io6 — Lisa Abramowicz (@lisaabramowicz1) July 28, 2023
via decodetheworld Why would anyone burn down the woods? This is unconventional warfare: wildfires kill a lot of trees and wildlife, and destroy property: -Firebugs and pyromaniacs like to play with fire. -Promote the climate hoax and carbon tax scheme. Trillions of dollars are at stake for this, as everything will get a global “carbon …
https://twitter.com/BernieSpofforth/status/1682283846761324544
Taiwan semiconductor warned that Artificial Intelligence is not as good as it sounds.https://t.co/ENHumo5m4y"TSMC's second-quarter earnings call may go down as one of the more pessimistic calls in recent history" Just another rope-a-dope. pic.twitter.com/1YtEEDD7Xc — Mac10 (@SuburbanDrone) July 20, 2023 Bulls the highest since the left shoulder over two years ago: pic.twitter.com/v0CmBacGO5 — Mac10 (@SuburbanDrone) July …
Congressional Insider Trading in 2022: Using Inside Knowledge to Make Profits by u/TonyLiberty in stocks
By Graham Summers, MBA There are two primary reasons why inflation has remained so persistent despite the Fed raising rates from 0.25% to 5.25% in the span of 14 months. 1) The Fed is using the wrong tools to end inflation. 2) The Federal Government continues COVID-19 emergency levels of spending. Yesterday we discussed #1. …
by: Arsenio Toledo (Natural News) Food giants McDonald’s and PepsiCo continue to greedily raise prices, forcing many consumers looking for price breaks to keep waiting for the day when food prices normalize. These price increases are ongoing. Many companies do not plan to change course and will continue increasing prices or keeping them at elevated levels even as some executives are warning that shoppers …