Independent thinking for complex markets and current events
From the Financial Times:"The Treasury department issued $25bn of new 30-year bonds on Wednesday, with the high yield at auction reaching 5.046 per cent."#economy #markets #debt #bonds #ust @ft pic.twitter.com/mt4f5jR861 — Mohamed A. El-Erian (@elerianm) May 14, 2026 It’s never been easier in the US. Thanks to President Trump, the government is now paying 5% …
This truck was equipped with an airplane turbine for cleaning up the snow, reaching a maximum temperature of 800℃. [📍 Jiaozhou Bay Bridge, Shandong, China]pic.twitter.com/7yGzzWGK2O — Massimo (@Rainmaker1973) February 18, 2026 Factcheck: Yes, this is real. Trucks equipped with repurposed jet engines, like the WP-6 from fighter jets, are used in China for snow and …
Bond markets do not scream unless something is wrong. Japan cracking at a 26 year high while France and Germany follow is not a coincidence. This is the cost of pretending debt did not matter for a decade. Once the bond vigilantes wake up, they do not go back to sleep easily. https://twitter.com/GordianKnotFinX/status/2002947193347658025 Gold hits …
Via International Man International Man: Gold has seen a dramatic rise recently. What do you think is driving this surge—inflation, geopolitical instability, loss of faith in fiat currency like the US dollar? Doug Casey: The answer is all of the above. First, inflation is not retail price rises, as most people think. The rise in prices is …
INTERVIEW: “CHINA IS DRAINING LONDON’S GOLD MARKET, PRESSURING THE DOLLAR SYSTEM” @LukeGromen , Macroeconomic Strategist “China is using what has always been the dollar’s Achilles heel, the unallocated gold market in London. If demand for gold rises, there are two options. You can let the price rise and allow the market to balance naturally, or …
by Michael I am deeply saddened by what is happening to our country. America is reaching a boiling point, and it appears that we have entered a new era of civil unrest in which political violence will become the norm. At this moment in our history, we should all be denouncing political violence as loudly …
Top officials are placing former corporate executives in positions meant to protect the public, while the system extracts massive salaries at the expense of victims. Residents forced to endure unsafe water are being billed as if nothing happened. Every decision reinforces a network where corporate donors are shielded and ordinary people are punished. The corruption …
An early morning press release from the White House on Thursday announced that the European Union has agreed to eliminate all tariffs on industrial goods from the U.S. after reaching a trade deal. The White House released a press release announcing that both entities have reached an agreement on a Framework Agreement on Reciprocal, Fair, …
House Ways and Means Committee hearing with U.S. Treasury Secretary Scott Bessent.
These tech behemoths are turning to nuclear fuel as the solution to power their data centers, a move that signals a major shift towards nuclear energy. With AI driving an exponential increase in electricity demand, nuclear power emerges as a stable, scalable source of energy, fueling a future where AI innovation and energy production are …
🚨#WATCH: As a Texas Rapper known as 2 Low accidentally fires his gun while reaching his hand in his pocket during an interview⁰⁰📌#Unitedstates l #USA Watch as Texas rapper 2 Low caused quite a stir when he accidentally fired a gun while reaching into his pocket during a… pic.twitter.com/RitiH8lWrF — R A W S A …
1. The thought is the Fed could make homes more affordable by cutting interest rates So far, mortgage rates are doing opposite, and rising instead Why? Because mortgage rates move with the yield on the 10-year Treasury, which has surged this week pic.twitter.com/zk0c3UJi9Y — Michael Burry Stock Tracker ♟ (@burrytracker) December 20, 2024 3. A …
1000 bps hike neededhttps://t.co/qkw3r8OJR1 — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) December 9, 2024 UPDATE: Luigi Coin is now one of the most traded coins on Solana, with a market value exceeding $54 million—up over 34,707% in the past 24 hours. pic.twitter.com/jNRq1X5cmI — Jacob King (@JacobKinge) December 10, 2024 JUST IN: Luigi Mangione inspired …
Commodities are not feeling very inflationary right now. https://t.co/cS1Yveed7h pic.twitter.com/LbdPayQmSx — Financelot (@FinanceLancelot) November 11, 2024 I'm keeping a close eye on 5 year and 10 year breakeven inflation. We saw a similar breakout in 2008 when inflation expectations were the complete opposite of the real economy. https://t.co/8T6u9d8NV4 pic.twitter.com/7RTwh6ApRm — Financelot (@FinanceLancelot) November 10, 2024 …
The S&P 500 has reached an alarming 177% above its trend, setting a new record by the end of October. For perspective, in 1929 it peaked at 78% above trend, and in 2000 it hit 110%. This is a clear indication of market overheating. Warren Buffett’s Selling Spree Berkshire Hathaway has been selling stocks for …
For all the cries to "get out of cash," investors are doing the opposite, still piling into money-market funds. Cash-like funds reported $121 billion of flows in the past week, the biggest flow since March 2023, bringing total assets to $6.42 trillion. https://t.co/crqbzAvkay pic.twitter.com/UN3bJjuwdW — Lisa Abramowicz (@lisaabramowicz1) September 27, 2024
Only need it to contract another $4-5 trillion so we can afford things again. pic.twitter.com/SPu4jtzqGy — Tim Cronin (@Brenin8787) September 23, 2024
C&I lending slowed down in tandem with residential lending during the 01′ Recession and Great Recession and didn’t recover for years. They’re connected/correlated markets. https://www.aei.org/carpe-diem/commercial-lending-has-almost-completely-recovered-from-the-great-recession-and-faster-than-after-2001-recession/ h/t Mrbumboleh
The U.S. debt-to-GDP ratio is indeed approaching levels seen during World War II. The highest debt-to-GDP ratio in U.S. history was around 120% at the end of World War II. As of recent data, the debt-to-GDP ratio for the U.S. is approximately 115.7%, which is very close to that historical peak.
by jessefelder After Sequoia recently suggested that the “AI Bubble Is Reaching A Tipping Point,” Goldman Sachs came out and made a similar point. Tech blogger Ed Zitron took it a step further, concluding “Generative AI is decidedly not the future.” Famed tech investor Roger McNamee went so far as to say that, “More evidence …
The number of people who have been unemployed for more than 15 weeks has indeed reached its highest level in over two years. This trend reflects ongoing challenges in the labor market, despite overall improvements in employment rates. The number of people who have been unemployed for more than 15 weeks reaching its highest in more …
via jessefelder It is far easier and more lucrative to hype “the future” than it is to actually build it. And there is now a record amount of hype built into the valuations of the biggest stocks in the market. Meanwhile, the failure of the rest of the stock market to keep pace has led …
The U.S. population growth has slowed over the years. The current birth rate in the United States for 2024 is 12.009 births per 1000 people, representing a 0.12% decline from the previous year. During the Great Depression of the 1930s, the American birthrate fell to its lowest point yet, with just 18.4 live births per thousand population. The economic hardships and widespread poverty …
Semiconductor Stocks are now outperforming the S&P 500 by the largest margin since 1998 👀 pic.twitter.com/tGPNg65kjp — Barchart (@Barchart) June 11, 2024 US equity momentum … reached near 100yr records in early 2024." BofA pic.twitter.com/Or9N0PVZeB — Win Smart, CFA (@WinfieldSmart) June 10, 2024
And that's assuming:1) No recessions – that will spike gov't spending for 1-2 years (COVID, 2008, etc).2) No tax cuts (Tax Cuts & Jobs Act).3) No new spending bills (Inflation Reduction Act). And, that also assumes 2-3% debt costs, not 5-6%. — Spencer Hakimian (@SpencerHakimian) April 30, 2024 The US national debt reached roughly $34.5 …
US drug shortages reach record high with 323 meds now in short supply. “There are myriad reasons for the hundreds of drug shortages now facing doctors and patients, many of which remain unclear. But, as Ars has reported before, the root cause of shortages of low-cost, off-patent generic drugs is well established. These drugs have razor-thin …
South Korea’s “artificial sun” has set a new fusion record after superheating a plasma loop to 180 million degrees Fahrenheit (100 million degrees Celsius) for 48 seconds, scientists have announced. The Korea Superconducting Tokamak Advanced Research (KSTAR) reactor broke the previous world record of 31 seconds, which was set by the same reactor in 2021.The breakthrough is …
Well I wonder why? And it’s not just Republicans neither. pic.twitter.com/zL8VgmlXoG — County MAGA (@ShaBacksTheBlue) March 29, 2024 WASHINGTON (AP) — Americans are more worried about legal immigrants committing crimes in the U.S. than they were a few years ago, a change driven largely by increased concern among Republicans, while Democrats continue to see a …
London catching up to Shanghai. Gold trading at $2,222 there today. — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) March 27, 2024 In the world of commodities, gold has always held a special allure, and today, its shine is only growing brighter. As London bids up gold prices, the market buzz is palpable, with prices …
Despite sanctions, Russian revenues from the sale of raw materials increased by 80% – WION Despite Western sanctions, Russia's oil and gas revenues grew by more than 80% in February, reaching $10 billion, WION reports. The Finance Ministry said Tuesday that oil and gas taxes… pic.twitter.com/aMObFw8Umv — Sprinter Press (@SprinterPress) March 6, 2024