Independent thinking for complex markets and current events
🚨 JUST IN: In a huge win, the White House just confirmed the US trade deficit has PLUMMETED -30% with China in the past year "Our trade deficit with the rest of the world, since last April, has gone down by -17%!" 🇺🇸 The experts lose again. "The president's trade policy is… pic.twitter.com/XmeRlYg7H3 — Eric …
https://truthsocial.com/@realDonaldTrump/posts/116155069503653714 “Most of those people are gone. Some of the people we were dealing with are gone, because that was a big—that was a big hit,” he told me. “They should have done it sooner, Michael. They could have made a deal. They should’ve done it sooner. They played too cute.” https://archive.is/MDKUy#selection-793.221-793.484
How Greenland’s Rare Earth Reserves Compare to the Rest of the World byu/RobertBartus inEconomyCharts
For China, the share of US imports and new housing starts are back to where they were at the start of the century byu/RobertBartus inEconomyCharts
New Yorkers will see minimum wage hikes on New Year’s Day, with the rate rising to $17 per hour in the Big Apple, Westchester and Long Island while reaching $16 in the rest of the state. The $0.50-an-hour hikes will mark the third minimum-wage increase in three years and come as nearly two dozen states …
The "AI Bubble" bubble may have burst. Citadel Rubner pic.twitter.com/dbrRsC9d8R — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) December 8, 2025 ETF activity has normalized after November’s spike. On November 20th, ETFs accounted for 41% of total equity volume (a 98th-percentile reading) but volumes have since reverted to the 28% 1-year average. This suggests less aggressive …
WHITE FERTILITY COLLAPSED – THE REST OF THE PLANET DIDN’T The generation now starting school is the first in recorded history that will grow up on a planet where people of European descent are a shrinking global minority. Native fertility across the entire Western world has collapsed below replacement and shows no sign of recovery. …
Private credit is showing the early signs of a real liquidity squeeze. The marks are too high, the cash is leaving, the borrowers are struggling, and Blackstone’s chart is telling the truth before the reports do. It's toxic leveraged buyout trash. Tony Fucking Robbins was promoting it 2ish years ago… pic.twitter.com/wAZtv2ZGkW — Lentil Paws Rexandra🇨🇦🇺🇸🇺🇦🇹🇼 …
BREAKING – 24 Republican senators want to keep the filibuster in place, with only nine senators confirming they want it removed, while the rest remain “undecided.” These are who to blame when President Trump gets impeached in 2026. pic.twitter.com/i4MQQMr3qi — Right Angle News Network (@Rightanglenews) November 7, 2025 President Donald Trump’s crusade to end the …
SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 "sell" signals since 2011 = 2%;– BofA Global Breadth Rule: 64% of MSCI ACWI equity …
Bitcoin is in a bear market. The rest of Crypto is far worse. pic.twitter.com/PmvieYdhRY — Mac10 (@SuburbanDrone) February 26, 2025 #Bitcoin dropped below $85k after an important double-top at $100k amid strong outflows. The #cryptobros in the 2X levered $MSTU have paid the price. pic.twitter.com/JVSO1rRknG — Lance Roberts (@LanceRoberts) February 27, 2025 Bitcoin is dying …
https://twitter.com/leadlagreport/status/1894728492631134440 I mean he's not wrong pic.twitter.com/A6SlGzZBUs — Darth Powell (@VladTheInflator) February 26, 2025
Home prices and mortgage rates are high but haven’t hampered demand for what Toll Brothers calls its “luxury niche.” That niche is made up of empty nesters, rich millennials, and wealthy buyers who are inoculated from housing market swings. “Demand for our homes continues to be supported by our affluent customer base,” Toll Brothers chief executive and chairman …
India has suffered a major currency drop, serious interbank liquidity problems, one of the largest central bank FX interventions in its history, a stock rout, and, for good measure, the third of three straight negative CPIs. And that’s just the last four days.
CNN panel burst into tears of laughter after watching supercut of Democrats @elonmusk meltdown cringe-fest pic.twitter.com/bueNFPev9K — Benny Johnson (@bennyjohnson) February 5, 2025 Chuck Schumer has officially lost it! LOL! https://t.co/MnOeM1KyKa — Gunther Eagleman™ (@GuntherEagleman) February 5, 2025 Hypocrisy at its finest!
25% of $TSLA earnings came from a $1.5b investment? What the heck happened w the rest of their business? — Kolby Smith (@Kolby_Smith) January 30, 2025 $TSLA 7% operating margins but it's not a car company OK MR MARKET LOL pic.twitter.com/GqkIcjyS36 — Q-Cap (@qcapital2020) January 29, 2025 $TSLA double miss on earnings. Could …
South Korea is the latest to fall into “forgot how to grow” and Texas Instruments showed the world why. Both were slammed this week for getting to the same place from different perspectives. Critical cyclical indications that shocked the consensus.
There’s more to the Brazil story, especially since Brazil’s story isn’t strictly about Brazil. With markets there spiraling into chaos, the government is down to blaming ‘speculators.’ If that’s the case, then speculation has gone global in a lot of critical ways. From currencies to job findings plunging, even something real like the Baltic Dry …
by Chris Black The dollar looks to strengthen much further and for much longer as the lagged impacts of monetary policy weigh on other major economies and compel their central banks to relent (cut rates) first in their restrictive (known as hawkish) policies. Economic growth outside of the U.S. appears to be faltering as …
Seems like a smart move. “Let’s raise prices while profits are going down because of our stupid business decisions just so we can piss off the rest of our customers.” Never went to any business school, but that seems like it should be rule number 1 of what not to do when your business isn’t …