Independent thinking for complex markets and current events
Mamdani claims $0 deficit… Raids NYPD and Teacher pensions to balance books… Hochul sends $4B lifeline… The $12B NYC shell game… Doesn’t seem like it. pic.twitter.com/J9OoP5xlPX — Fat Santa (@BknDrum) May 13, 2026 Lies pic.twitter.com/ttgiDi13Xc — Mo ⦿ (@108Mj) May 13, 2026 Not quite. Mamdani proposed a balanced budget today, but the 12B gap was …
Cramer calls the no-sell fear astonishing like it is some weird new phenomenon. Every melt-up phase has the exact same crowd refusing to take profits because FOMO hits harder than any chart warning. Nothing changes except the excuses get dumber. the reluctance to sell anything, S&P futures, treasuries, for fear of missing the next move …
via notayesmanseconomics Over the past few days the media seems to have been catching up with a theme we have been running for some time.The Chinese export push. We can start with this at the weekend from the BBC economics editor Faisal Islam. As a Chinese made car hits number 1 in UK, and so …
🚨 Dave Smith on Trump Burning Down His Podcaster Support Base “I've never seen an act of political suicide quite like that … Donald Trump requires 100% loyalty, and he offers absolutely none. That's the deal.” pic.twitter.com/5jG8PMaWal — Chief Nerd (@TheChiefNerd) April 14, 2026 Podcast drama update. Interesting take on political leadership.
Whats interesting about this chart is that is says those that would have voted for Vance just aren't going to vote. Otherwise Newsome would be on the rise. — Lance Roberts (@LanceRoberts) March 30, 2026 Senate Polls released this week Maine (Emerson)🟦 Platner: 48% (+7)🟥 Collins: 41%——Alaska (ASR)🟦 Peltola: 52.4% (+4.8)🟥 Sullivan: 47.6%——North Carolina (Harper)🟦 …
Last night's election in Japan killed the carry trade. But as we see, there is quite a bit of denial in stocks right now. Last week is long forgotten. pic.twitter.com/JamZjyU2At — Mac10 (@SuburbanDrone) February 9, 2026 The S&P is in trouble – Korean retail investors are now the largest foreign buyers of US equities– They …
via notayesmanseconomics After yesterday’s disappointing employment numbers then there may have been some hopes of a further fall in UK inflation this morning. But such hopes were in for a rude awakening. The Consumer Prices Index (CPI) rose by 3.4% in the 12 months to December 2025, up from 3.2% in the 12 months to …
She quite literally did hit him pic.twitter.com/7gnim18D8q — Kim Coulter (@coulterculture) January 8, 2026 Yes she literally did. It’s on camera. It’s also reported by every outlet. pic.twitter.com/M6YZHKzAHk — Kim Coulter (@coulterculture) January 8, 2026 There are a few in my entrance right now, who are literally pretending that this doesn’t show the cop clearly …
Trump buying quite a bit of long duration muni bonds. (Alongside 2026 maturities) Take it for what it is worth. https://t.co/uxQqkbOa2v — Mr. VIX (@yieldsearcher) November 22, 2025 U.S. President Donald Trump bought at least $82 million in corporate and municipal bonds from late August to early October including new investments in sectors benefiting from …
https://twitter.com/MichaelAArouet/status/1913844024034709733 AI taking IQ test. Are you ready folks to become farmers and factory workers again? Most white collar jobs will be gone in not too distant future. pic.twitter.com/MUDZdxKFYu — Michael A. Arouet (@MichaelAArouet) April 19, 2025
VWAP from September when $mstr bulked up buying. ATM getting smaller. Premium will be perpetually under pressureNo pain yet pic.twitter.com/a2Cw0heSyY — Yaacov (@yaacov) January 4, 2025
Five years ago, I made some money from Bitcoin and other shitcoin. Exiting was pure pain, and I lost a significant % to convert to CHF. I recalled my parents entering a Ponzi scheme years ago. The pattern was the same: very easy to get in, but an absolute nightmare to get out. That was …
https://twitter.com/Dani3lAndrew/status/1862163986159981018 Someone is lying hard here. pic.twitter.com/Pj5z1EOcAB — Guilherme Tavares (@i3_invest) November 27, 2024 U.S Home Sales on track for worst year since 1995 🚨 pic.twitter.com/y374xS1HMw — Barchart (@Barchart) November 29, 2024
Blackstone raised rent prices at double the market rate — up 79% at one building — in San Diego, report says A report published Aug. 1 has accused corporate landlord Blackstone of being a major contributor to the San Diego rental crisis. Don’t miss Commercial real estate has beaten the stock market for 25 years …
Fed Chair Jerome Powell expressed satisfaction with the progress on inflation but said he wants to see more before being confident enough to start cutting interest rates. “We want to be more confident that inflation is moving sustainably down toward 2% before we start the process of reducing or loosening policy,” he said. While Powell …
The View attacks Trump for sharing a “violent” cartoonish image of an airbrushed decal of Biden hogtied on the back of a pickup truck—that he didn’t create—and claims it’s “worse” than what Kathy Griffin did because “she’s a comedian” and “she did what she does as a comic.” pic.twitter.com/9p015fCQcR — Julia 🇺🇸 (@Jules31415) April 3, …
China’s property crisis is seen as one of the biggest stumbling blocks to a sustainable economic recovery, with rising risks of default among private developers threatening to imperil the country’s financial and economic stability. Moody’s on Thursday cut China’s property sector outlook to negative from stable, citing economic growth challenges, which the rating’s agency said …
So many economies around the world are in completely opposite situations. Some central banks are cutting rates, some are pausing, and others are hiking. The next few months are going to be really interesting. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) August 28, 2023 Eurozone credit growth …
by sublimeinslime It’s obvious it’s nothing more than an attempt to direct the narrative and keel their base from seeing anything negative about Biden. Noticing quite the pattern here: Right on schedule. Less than 24 hours since Devon Archer’s testimony. https://twitter.com/TheWakeninq/status/1686668246441771008?ref_src=twsrc%5Etfw
https://kingworldnews.com/peak-cheap-gold-and-a-world-in-chaos/ h/t BoatSurfer600
https://twitter.com/Corruption_Ink/status/1668267970290696193?ref_src=twsrc%5Etfw
