A hub for independent voices and hard truths
The final week of July 2025 is not a policy moment. It’s a collision of pressure points. The Federal Reserve is expected to hold interest rates at 4.25% to 4.5% for the fifth straight meeting. The decision lands Wednesday at 2 p.m. ET. Trump’s push for cuts has intensified, with …
Is Donald Trump going to fire Jerome Powell? And what will the impact be on the housing market? It seems likely that the Fed will cut interest rates over the next year, which could re-stimulate the housing market. And potentially push home prices up. But will that actually happen? Home …
Tesla’s Q2 2025 safety report shows cars using Full Self-Driving crashed once every 6.69 million miles, vastly outperforming human drivers who crash every 702,000 miles on average. Autopilot users still do better than non-Autopilot at one crash per 963,000 miles. Elon’s safety boast isn’t hype. Driverless Robotaxis are quietly proving …
Today: Same as when the 90 Day Tariff Pause “Leak” came out Release Headline saying Powell is out Test the Market Reaction Walk it back immediately Everything they do is driven by the Market. — Manz🌪 (@ManzTrades) July 17, 2025 Trump won't fire Powell: if economy goes into freefall, he …
Mean reversion on that going to be rough! Pulte owns 38 million shares of $PHM or around 19% of the company stock. Imagine how much he borrowed from the bank using his stock as collateral. This is why Pulte is sperging out 40 times a day on twitter. His family …
The latest findings on bird flu (H5N1) have raised alarms among scientists and health officials. A new study from the University of Maryland School of Public Health reveals that the virus is highly lethal to cats, with a 90% fatality rate among infected felines. Researchers warn that the virus is …
Does the debt get rolled over? How are CRE companies going to refinance their debts? What about corporate debt financed at the COVID lows near zero % that needs to be refinanced at 6%+? PE did it too How are companies going to be able to afford this? — QE …
Yields also rallying, rate cut expectations dropping. pic.twitter.com/IUSumebjkB — TT3 (@TradingThomas3) May 11, 2025
The Federal Reserve has kept rates unchanged. They are warning of higher risks due to tariff shock. Here we go… — Gold Telegraph ⚡ (@GoldTelegraph_) May 7, 2025 FED DECISION HIGHLIGHTS – MAY 7, 2025 1.Interest rates held steady for the third consecutive meeting. 2.Inflation described as still “somewhat elevated.” …
Global money supply is exploding higher, led by the #PBOC. Next stop for #Bitcoin is 120k. Mark my words boys mark them well. pic.twitter.com/pPlk2eaapR — James Choi (@JC_Investment) May 7, 2025 Boom. Breaking news: China to cut a series of rates: Reserve ratio requirement by 0.5ppt7-day reverse repo to 1.4% …
Today, the feds start collecting on 5 million+ defaulted student loan borrowers with collections. We have a 20.5% delinquency rate (90 days+) – highest ever recorded (TransUnion) Tax refunds will be seized through the Treasury Offset Program. Social Security benefits cut by up… — Amanda Goodall (@thejobchick) May 5, 2025 …
The story they tell is that they are using sea sand to make the concrete, which is salty. The salt corrodes the rebar. the rebar expands as it corrodes. This expansion then busts up the concrete. Bridges, buildings, etc are just collapsing. h/t JustmeTX
BRIEF: Consumers are in deep trouble and cut is necessary ASAP. The Treasury Secretary spoke through the financial media to Jay Powell. He had a very simple message for the Fed Chair: pay attention to the 2s. And Ronald McDonald. It’s not just the Treasury market. If only that was …
The world is arming itself at the fastest rate since near the end of the Cold War, according to a new report, as major wars rage in Ukraine and Gaza and military tensions spike from Europe to Asia. The 9.4% year-on-year rise to $2.718 trillion in global military spending in …
In 1975, 81% of American men under 30 were married. For women, it was 91%. Today, only 16% of men and 25% of women under 30 have a spouse. This is not a social drift. It is a free fall. A collapse that says more about the cost of living …
While the whole world seems convinced the rest of it is rotating away from Treasuries, the actual evidence unequivocally shows something very different. This isn’t a one-time relationship, either. Instead, a deep fundamental basis that connects repo, interest rates foundations, global banks, and the recent deflationary developments.
Japanese interbank lending rate ripping upwards it's the meme! "reaching levels not seen since: 2008" pic.twitter.com/5AsCGavTjx — Roberto Rios (@peruvian_bull) April 23, 2025 Bridgewater, the largest hedge fund in the world, comes out as bearish as I have ever heard them about the changing economic regime. pic.twitter.com/jMzXVhyMO5 — Spencer Hakimian …
by confoundedinterest17 The good news? The US Treasury 10Y-2Y yield curve is normalizing to January 2022 levels. One the mortgage side, adjustable rate mortgage (ARM) share is the highest since the financial crisis (2008). As Trump continues to stand up for Americans and China (and Democrats) continues to fight, the …
BREALING: President Trump calls for "preemptive [rate] cuts" and claims "there is virtually no inflation." Trump is now calling Fed Chair Powell "Mr. Too Late." pic.twitter.com/I3sBD0b6RI — The Kobeissi Letter (@KobeissiLetter) April 21, 2025 *PRESIDENT TRUMP: “THERE CAN BE A SLOWING OF THE ECONOMY UNLESS MR. TOO LATE, A MAJOR …
Markets price sub-2% rates with German 2-year falling under 1.7%… Something big just happened in Europe… and almost no one is talking about it. Last week, the ECB cut rates again — their 7th rate cut since last June — and while that made headlines, the real story is what’s …
Bessent: We have a process in place. We are working on the big 15 economies. First, we had a fantastic meeting with Japan yesterday. I believe there have been calls with the EU.. and I believe India is also talking — that is moving very quickly. pic.twitter.com/ZudcssnRcR — Acyn (@Acyn) …
42% of mortgage refinance applications are being rejected, the highest rate in AT LEAST the last 12 years 🚨 pic.twitter.com/iWWzTkUrUz — Barchart (@Barchart) April 15, 2025
Burry has quietly loaded up on Molina Healthcare (MOH) now a top 3 holding. While markets spiral on tariff fears, MOH is up +18.5% YTD. Taking advantage of the increase in Medicare rates. pic.twitter.com/pyB7XUArkM — Michael Burry Stock Tracker ♟ (@burrytracker) April 11, 2025
Student loan defaults just skyrocketed to 15.6%, the highest level on record. As a result, the NY Fed is reporting that credit scores of student borrowers are about to plunge. Potentially by as much as 150 points.
Talk about a shift in sentiment: The 10-year note yield now pushing above 4.20% while the S&P 500 falls -4.5% in 3 hours. Yields are ABOVE levels seen before "Liberation Day." Once again, bond markets are telling us something. pic.twitter.com/zOQcikVObA — Adam Kobeissi (@TKL_Adam) April 8, 2025 FHA delinquencies are …
Nike stock right now – the company has >450,000 employees across 130 factories in Vietnam (46% tariff rate) byu/RobertBartus inEconomyCharts
High interest rates have been battering consumers for years. And there’s been a lot of pressure on the Federal Reserve to lower its benchmark interest rate, since that should result in lower consumer borrowing costs across the board. But in March, the Fed opted to keep its benchmark interest rate …
