Independent thinking for complex markets and current events
by Boring Person Intriguing Commentary: While “independent” and social media videos are pushing the mismanagement of government, agencies #FEMA and #RedCross to push the Problem —–> Reaction part of the Hegelian dialectic, there is some serious censorship of commercial pilots that took place on August 8th (the day of the “fires” in Lahaina). When there …
NYT lost the plot long ago — Elon Musk (@elonmusk) August 17, 2023 Only communists, fascists, and evil people are afraid of free speech. https://t.co/QQeux7AIKH — Catturd ™ (@catturd2) August 17, 2023
by AdMaleficent2789 I believe the AI “bubble” will not “pop”, but the recent two weeks is the first real dip we have seen YTD and causing people to rethink everything that has worked the past 6 months (nothing, just holding). It has gotten myself to question my positions in NVDA, PLTR, AI etc… I feel …
Energy stocks are only 5% away from recent highs. If historical correlations matter, it is hard to believe oil won't follow the same path. That alone would imply a 48% return from its current levels. As a crucial contributor to inflation, rising energy costs could have a… pic.twitter.com/fBZ60dhWlO — Otavio (Tavi) Costa (@TaviCosta) August 11, …
These massive intra-day reversals we've been seeing lately are a result of institutions dumping Tech stocks en masse. A process known as "distribution" i.e. selling to retail late money. Here we see (Chaikin) money flow has collapsed. Note the difference from the last top: pic.twitter.com/IrPaM0TglA — Mac10 (@SuburbanDrone) August 10, 2023 This chart sums it …
by Chris Black Nothing new for yous truly, but there are still people that don’t know anything about recent history. ben shapiro admits that jews supported the communists in the 1930's despite its evils because they were anti-racist pic.twitter.com/jxab1Ee9Az — 🌵☀️ (@DelGroyp) August 2, 2023 That explains a lot, doesn’t it? “You’ll own nothing and …
BEIJING — China’s Commerce Ministry on Wednesday said non-economic factors were growing and interfering with the country’s foreign trade which was facing an “extremely severe” situation in the second half of this year. “Some countries’ forceful push for ‘decoupling,’ ‘severing [supply] chains’ and so-called ‘de-risking’ are human-made obstacles blocking normal commerce,” Li Xingqian, the head …
WASHINGTON, July 10 (Reuters) – The Federal Reserve’s top regulatory official laid out a sweeping plan to increase capital requirements for the nation’s largest banks in the wake of recent bank failures, a move that was immediately met with criticism from the industry. In a widely-anticipated speech, Fed Vice Chair for Supervision Michael Barr said …
https://twitter.com/TexasLindsay_/status/1673918734711377923 https://twitter.com/BernieSpofforth/status/1673929411295432707 You Can't Make This Up! Malaria Cases In US Blamed on Climate Change! My Money Is on Bill Gates…🤣 pic.twitter.com/sjvDsC5jz6 — Spiro (@Spiro_Ghost) June 28, 2023 Bill Gates’ Mosquitoes??? Malaria Found in US for First Time in 20 Years, Alarming Officials . . . Malaria, a potentially deadly disease caused by a mosquito-borne …
by Chris Black Bottom 50% of households hold only 3% of the wealth in this country. Surprise, surprise, all of the funding for all of the woke politics you all hate ALL comes from the right in order to get you to vote for them. Just ask yourselves why it’s the GOP that opposes the …
Usage of Fed discount window and Bank Term Funding Program (BTFP) has continued to creep higher over past handful of weeks pic.twitter.com/PFUyEo7Lbp — Liz Ann Sonders (@LizAnnSonders) June 20, 2023 Wall Street Sours on America’s Downtowns
by confoundedinterest17 61% of Bloomberg terminal respondents (including me, by the way) see Fed hikes leading to recession. Bond traders are stepping up wagers that the Federal Reserve will steer the US economy into a recession. Policy-sensitive front-end Treasuries led a selloff Thursday, while longer-date bonds lagged, a day after Fed officials indicated that they’re prepared to …