A hub for independent voices and hard truths
JPMORGAN: BUY THE DIP, V-SHAPED REBOUND LIKELY JPMorgan Chase says investors should buy market pullbacks, arguing conditions support another V-shaped recovery despite geopolitical risks. Strategist Mislav Matejka notes volatility may persist, but a 3–12 month horizon favors… pic.twitter.com/lWOXJYnm35 — *Walter …
*Walter Bloomberg @DeItaone WOLFE: S&P 500 MAY NEED DROP TO 6500 BEFORE REBOUND Wolfe Research warns the S&P 500 could fall to ~6500 before a durable rally. Analyst Rob Ginsberg says markets haven’t shown true panic—key signals like volume, put/call …
The U.S. job market is unraveling quietly while most people cling to the hope of a rebound that has already failed, and the numbers now reveal an economy slowing far faster than anyone wants to admit, leaving millions of workers …
https://twitter.com/SoccerMomTrades/status/1939835719872106645
Nvidia did the heavy lifting during the market rebound since April. Failure to make new highs at this point means the market is heading down $NVDA pic.twitter.com/NzCOvtlWvo — The Maverick of Wall Street (@TheMaverickWS) June 1, 2025 The unemployment rate …
by RobertBartus “The index of prices paid by New York manufacturers jumped to 51 points in April, the highest since August 2022. At the same time, the Philadelphia manufacturing prices paid index rose to 51 points, the highest since July …
JNK vs. SPXEarly warning sign that the market rebound has peaked pic.twitter.com/LCtMWAtdE4 — The Maverick of Wall Street (@TheMaverickWS) May 2, 2025 Something is broken that the S&P 500 can rally 90 bps on 19k contracts. Its a fk'n joke …
🚨🇺🇸245% TRUMP TARIFF BODYSLAMS CHINA — WELCOME TO TRADE WAR SEASON 2 The U.S. just jacked tariffs on China up to a face-melting 245% — yeah, not a typo — up from the already brutal 145%. Why? Because Beijing hit …
This is a fascinating chart for anyone looking at the gold-to-silver ratio in a historical context. Over the past 125 years, the ratio has only spent brief moments above the 100 level — extremes like this tend not to persist …
Friendly reminder: U.S. markets remain extremely negative in terms of sentiment across multiple indicators — which, from a contrarian perspective, is typically bullish. However, equity allocations are still relatively high, highlighting a clear disconnect between positioning and sentiment. On top …
Famed hedge fund investor Steve Eisman, famous for predicting the 2008 financial crisis, now appears to be two-for-two. In an exclusive interview with Daily Mail, hours before President Donald Trump announced a pause on new global tariff hikes, Eisman said …
https://finviz.com/futures.ashx Stock futures bounced on Tuesday in a slight reprieve from the market turmoil sparked by President Donald Trump’s tariff rollout that led to the biggest equity losses since the pandemic. Dow Jones Industrial Average futures rallied 1,243 points, or …
Every market drawdown comes with whispers of opportunity. Talk of discounts. Bargains. Bottom-fishing. But few pause to do the math. Losses compound against you just as powerfully as gains work for you. And the deeper the hole, the harder the …
“FINANCIAL ANALYSTS SPLIT ON TRUMP’S TARIFFS BULLISH VIEWS: 🔸 FUNDSTRAT: Predicts a V-shaped rebound if tariffs are targeted, arguing markets have overcorrected (-8% S&P 500) and clarity could spark a rally. 🔸 Treasury Sec. Scott Bessent: Sees tariffs as a …
As we discussed in this past weekend's #BullBearReport, the #market is likely at a near-term low given the deeper oversold conditions. https://t.co/4YMHjPb1Lw@thedailyshot pic.twitter.com/hoO5XBzZWm — Lance Roberts (@LanceRoberts) March 24, 2025 Just a quick reminder not to get too #bearish on …
Buckle up. The market might not be as stable as it looks. **SPY/TLT (MY BAD)!!😬 — Guilherme Tavares (@i3_invest) February 26, 2025 Maybe it's just coincidence, but this chart seems too significant to ignore. The consumer discretionary-to-staples ratio just formed a …
Food prices have been declining for the last 12 months and lowering inflation. But, if food prices turn, that could significantly impact all economic factors related to inflation, like the FED’s lowering interest rates plan. We check the food price …
"The hits just keep on comin'" – Casey Kasem This one today – in case you're told the initial rebound after a volatility spike is a good thing. Not so much when the market is still near divergent, overbullish, record …
Japan’s Nikkei 225 and the broad-based Topix climbed more than 8%. The Reserve Bank of Australia will release its RBA cash rate later today, with economists expecting the rate to remain steady at 4.35%. Japan stocks rebounded sharply on Tuesday …
Hong Kong’s tax revenue fell by HK$18.2 billion (US$2.3 billion) to HK$342 billion in the last financial year amid a slump in the stock and property markets, but authorities have said income is set to rebound as curbs on buying …
China’s economic landscape appears fraught with concerns as the rebound in consumption stalls and private business confidence loses momentum. In October, key indicators like the QuantCube Technology recreation and transport demand measure and the Morning Consult consumer sentiment survey recorded …
by bitkogan Throughout 2023, TLT has been on everyone’s radar, with hopes of a resurgence. The fund has consistently drawn interest, attracting a whopping $16.68 billion since the year’s start, nearly doubling its assets. Yet, it’s mostly been a downhill …
Earnings a mixed bag after hours – Amazon up, Apple down. We'll see what happens tomorrow. The real story is the back up in bond yields, now heading to the 2023 highs. We are one too-hot data point away from …
by scott_jr Citigroup CEO Jane Fraser: “The long-awaited rebound in investment banking has yet to materialize, making for a disappointing quarter.” Trading, which was stronger earlier in the year, also turned weaker. Citigroup’s revenue from that business fell 13%. …
From the WSJ: Unrealized losses on bonds and loans held by U.S. banks are expected to have grown in the second quarter, potentially reanimating an issue that made investors nervous earlier this year. Meanwhile, pressure on profits is rising. A …