Independent thinking for complex markets and current events
By Matthew Piepenburg VON GREYERZ partner Matthew Piepenburg joins David Lin for a blunt-spoken perspective on the realities facing the incoming Trump administration. Tariff actions, job reshoring, DC “swamp cleaning,” and USD policies are juxtaposed against inevitable inflation realities in the backdrop of unsustainable debt levels. Will Musk’s “Department of Government Efficiency” and the proposed …
Florida-based cruise line Villa Vie Residences unveiled a new four-year cruise package called “Skip Forward,” offered to anyone suffering from Trump derangement syndrome. The Skip Forward package is part of the Tour La Vie program, starting at $40,000 per year, and is a “continuous global adventure for up to 4 years,” the company stated in a press release. In other words, the multi-year …
https://twitter.com/MichaelAArouet/status/1844065854130094443 Have they build a wall yet? Eastern Germans did to keep people in socialist paradise. — Michael A. Arouet (@MichaelAArouet) October 9, 2024
“Seasonal adjustments are like food additives: cheap shortcuts intended to make the data prettier and more attractive to consume for folks who aren’t chefs meanwhile providing zero nutritional value.” “Seasonal adjustments are like food additives: cheap shortcuts intended to make the data prettier and more attractive to consume for folks who aren’t chefs meanwhile providing …
After the bombshell indictment of Eric Adams by a federal grand jury, New York City’s powerful business community is scrambling to figure out how to deal with the real possibility of a socialist taking over City Hall. Business titans are said to be terrified at the prospect of Jumaane Williams, the left-wing, anti-cop Public Advocate …
They paid $500K, $700K, $1M, $1.5M to have those seats. Those boxes are filled with the same people they say they’re gonna regulate. They are looking down from on high. In 2000, they spent $300M on presidential campaigns. 24 years later, you know what they’re expected to spend? $10 billion. The most dangerous money in …
🚨🇺🇸CNN SELECTIVELY EDITS ELON-TRUMP EXCHANGE ON NUCLEAR ENERGY It seems mainstream media really doesn't want to show the truth anymore. Thankfully, with X, we still can see the truth. CNN Reporter: "So that was more Elon Musk than Donald Trump, suggesting that what happened… pic.twitter.com/P3OFVcJWss — Mario Nawfal (@MarioNawfal) August 14, 2024 OMG watch this …
https://twitter.com/FlatracinGuruUK/status/1820906123534164210 Where in Pakistan is this? Oh wait, it’s just Third World occupied Birmingham. pic.twitter.com/dTt1SgEnRq — Britain First (@BFirstParty) August 6, 2024 https://twitter.com/EuropeInvasionn/status/1820495827313525173?ref_src=twsrc%5Etfw
Nearly half of Americans currently believe that we are in a recession, according to a recent poll. Yet, GDP growth is strong and the job market is strong. Why is there such a big disconnect here? Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) July 26, 2024
There are no Jobs in AI! https://twitter.com/_/status/1809188859789386233 Enjoy the economic smoke and mirrors folks! AC
Wealthy second homeowners in Cape Cod are complaining after their high-priced rentals suddenly aren’t being booked following a pandemic boom. Modest homes along the shoreline are on offer for upward of $1,500-per-night, however some rental owners are admitting they will have to slash their prices this summer season due to a fall-off in interest. Christine …
Why is he selling? Does he know the next earnings reports are coming back to reality? We don't want to finally get regulators looking at the grift too closely. https://t.co/aVMhCLsGL9 — Uncle Milty’s Ghost (@his_eminence_j) June 27, 2024 This month’s net selling in the US tech sector is on track to be the largest on …
https://twitter.com/TheWakeninq/status/1804408121890116044
Trump just posted this brutal reality check byu/alanboston405 inConservative Absolutely insane how many people will disregard these numbers when they vote in November for the sake of “orange man bad” byu/NPC0000000 inConservative h/t alanboston405
14 minute video explains how weird and powerful quantum computers are. China is leading in quantum computing. When quantum computers are married with strong AI we are totally fucked. This is not the standard run-of-the-mill GLP doom. This is real fucking doom and it’s coming — probably within the next ten years. Smoke ’em if …
Development and production have been sluggish since the strikes, leaving desperate workers in the lurch: “All of a sudden the faucet just turned off.” Veteran unscripted producer Wendy Miller was attending a gathering for women over 40 in unscripted television who are unemployed when she had the idea. Though the get-together could easily have turned …
BY DAVID HAGGITH For years, I’ve been saying it appears the BLS (Bureau of Lying Statistics) publishes fake labor statistics. The numbers always look like the seasonal adjustments are used by each administration to try to make the numbers look better, which means we are operating our country on delusions, not on facts. Ultimately that …
The AI chip market faces a significant downturn with net sales plummeting by nearly 25% sequentially and over 40% compared to the previous year. Amidst inflationary pressures and concerns over misdirected investments, every chip company is being labeled as an AI play, raising doubts about the sustainability of the market. https://twitter.com/GregCrennan/status/1787580544479572371 Every chip company is …
Olivia Schack is now 24. She has been at the Colorado Mental Health Hospital in Pueblo for nearly a year as she is evaluated to see if she is competent to stand trial. Four times, experts have determined she is not.
Amidst widespread layoffs, U.S. jobless claims suspiciously remain unchanged, raising concerns about potential data manipulation and the real health of the economy.
Gen Z will never afford homes. With 30-year fixed mortgage rates hitting a staggering 7.5%, and home prices soaring beyond the 2006 housing bubble peak, the American Dream is dead for many. Even in the most affordable states, households need over $100,000 annually, while in Hawaii, California, and Massachusetts, it’s over $240,000. It’s a stark …
🇺🇸 US Labor Market Condition Index -0.34% YoY. Unsustainable divergence, suggests downside to employment ahead! Chart: @MacroKova pic.twitter.com/Q7yFOIcBKd — Alex Joosten (@joosteninvestor) April 11, 2024 pic.twitter.com/5C9w5rCFsU — Jaybird (@Jaybird57747781) April 11, 2024 Job openings are back to May 2021 levels, down about 2% in the last 3 weeks, labor market continues to tighten on the …
In a heartbreaking reflection of the current state of housing affairs, a staggering 36% of Gen Zers and millennials gearing up to purchase their first homes cling to hope in the form of cash gifts from family. This reliance on familial support speaks volumes about the bleak reality faced by young aspiring homeowners, forced to …
by confoundedinterest17 Chicago Illinois used to be a shiny toy. Soft’ survey data has been a bloodbath this week with regional Fed surveys all slumping and this morning’s Chicago PMI uglier than all expectations. That smashed ‘hope’ – the spread between hard and soft data – back to cycle lows… Source: Bloomberg Today’s Chicago PMI …
If anything, the reality of lobbying is actually worse than the parody in the movie! The staggering scale of government waste is beyond comprehension. — Elon Musk (@elonmusk) March 28, 2024 pic.twitter.com/1O0zqyo6qy — Natalie F Danelishen (@Chesschick01) March 28, 2024
The speed at which Mad Max is becoming reality is astonishing — Elon Musk (@elonmusk) February 25, 2024 How imma doing so far? pic.twitter.com/dAmaHpBsxR — Richard Nixon (@TheGoldWindow) February 25, 2024 Sheriff warns: Progressive agenda vilifies law enforcement, making criminals victims; California faces severe public safety issues. Sheriff: “California public safety is in crisis…This is …
The Reality is Joe is weak while Trump and Haley beat Biden’s Popular Vote Count by miles. Joe is running unopposed. And Joe only got 126,000 votes. Trump and Haley are actually competing. And Trump and Haley both beat Joes Popular Vote Count by miles. The Paid DNC Bots on X are using percentages because …
KENNEDY: Sound the alarm, Joe! America’s craven Left-wing media have FINALLY realized Biden’s only fit to serve at the nursing home’s ice cream buffet… and Kamala’s as popular as headlice in a hat shop. But what took them so damn long? Joe Biden has lost it. No, not his brain. That curdled to cream decades …
“If you’re worried about the people of Ukraine, you have to understand that probably 100,000 of their soldiers have been killed,” Johnson continued, adding “The only way this war ends is in a settlement, and every day that the war goes on, more Ukrainians and more Russian conscripts die, more civilians die, and more of …