A hub for independent voices and hard truths
🚨 BREAKING! 🇨🇳 China's August Economic Data MISSES Across the Board: 📉 Retail Sales YoY 3.4% (est. 3.9%, prev. 3.7%)📉 Industrial Production YoY 5.2% (est. 5.7%, prev. 5.7%)📈 Unemployment Rate 5.3% (est. 5.2%, prev. 5.2%)Jan-Aug 📉 Fixed Asset Investment YoY 0.5% (est.… pic.twitter.com/totPuytZVq — MacroMicro (@MacroMicroMe) September 15, 2025 China’s …
Unemployment is climbing, inflation is creeping back, and the pressure is building exactly like it did a century ago. The Great Inversion is finally upon us. Get out while you still can. When the wealthiest top 0.00001% quietly unload their bags onto the 99.99% of retail sheep, it’s not a …
Target is doing the same thing that we caught Walmart doing which is taking the actual retail tags off clothes and then charging more for the item because of Tariffs. Target is doing the same thing that we caught Walmart doing which is taking the actual retail tags off clothes …
Chinese 🇨🇳 commercial banks including China Minsheng Banking and Huaxia Bank are tightening oversight of clients using credit cards to fund stock investments as retail investors pile into the nation’s $1 trillion market rally this month. Banks warned that credit card funds and cash advances can’t be used for investments …
Authored by Mike Shedlock via mishtalk, Let’s discuss the latest e-commerce sales numbers. Please consider the E-Commerce Retail Sales Report for the second quarter of 2025. The Census Bureau of the Department of Commerce announced that the estimate of U.S. retail e-commerce sales for the second quarter of 2025, adjusted for seasonal variation, …
🚨 BREAKING: In another stunning embarrassment for Gavin Newsom, the Chairman of Bed Bath & Beyond announces they will NOT open any retail stores in California. "We're taking a stand because it's time for common sense." The reasoning:– High taxes– High fees– Forced,… pic.twitter.com/QxE6Rr0rSE — Eric Daugherty (@EricLDaugh) August 20, …
Rate cuts: like putting a band-aid on a sinking ship. For those begging for rate cuts, look back at 2001 and 2008. The Fed started cutting right before unemployment spiked. The pivot wasn’t a win, it was the signal that the real damage was about to hit. If the economy …
This relates to one of my earlier posts, maybe an hour ago: Retail, your job is to hold the bag while the big guys exit, and then they will tell you things have gone to shit. https://t.co/6ZpXYzyiNT — Uncle Milty’s Ghost (@his_eminence_j) August 11, 2025 Hedge Funds have now built …
Zero-day-to-expiration options now make up the majority of daily S&P 500 options trading. More than 2.1 million of these contracts trade every day, accounting for 61 percent of all activity. “Trading volume in extremely short-dated contracts tied to the S&P 500 has surged… more than 2.1 million of them changing …
Job cuts in the U.S. have topped 806,383 so far in 2025, the highest January‑through‑July total since 2020. Tech, retail and government sectors lead the wave. “We are seeing the Federal budget cuts implemented by DOGE impact non‑profits and healthcare in addition to the government. AI was cited for over 10,000 …
Retail’s still dancing while the smart money heads for the exits. When tech is 34% of the index and the top 10 names control 40%, that is not diversification, it is a loaded mousetrap. Fires don’t start with fireworks. They start when no one’s looking and everyone feels safe. Ladies …
Retail is cooling. Not collapsing. But the heat is gone. The latest Redbook Index shows year-over-year growth of 5.2% for the week ending July 19. That’s down from 5.9% the week prior. The sample covers 9,000 stores and represents 80% of the Commerce Department’s retail data. It’s nominal. Not inflation-adjusted. …
As of July 21, 2025, every retail client on Schwab’s platform can trade more than 1,100 securities around the clock. That includes every stock in the S&P 500 and Nasdaq 100. Hundreds of ETFs are in the mix. The session runs Monday through Friday. No breaks. No blackout windows. Orders …
Boom turns bust as reckless call buying backfires. "Instead of using #options as part of a larger strategy to protect #portfolios from losses, individuals are mostly #speculating…with reckless buying organized on social media acted like a force-multiplier. Because options #market makers need to hedge call contracts, they buy… pic.twitter.com/7JKs4zB9sg — …
Retail sales stall again, mainstream hypes strength that isn’t there. While the mainstream #media was falling all over themselves yesterday to show how "great" the #retailsales number was as a sign of #economic strength, the reality is that retail sales haven't grown since 2022. By the way long, flat periods …
Euphoria blinds investors to correction risk. I’m fine selling it 10% too early than 50% too late. Zero people are preparing for a Market Correction right now Euphoria of 'we can't lose' is kicking in hard Extreme Fear: That's about right. pic.twitter.com/OC37VwjWh5 — The Long Investor (@TheLongInvest) July 17, 2025 …
The economic data released this morning, July 17, 2025 at 08:30am ET, paints a clear picture: inflation is not accelerating. It’s cooling, and the Fed has breathing room. Import prices rose just 0.1% month-over-month in June, with the year-over-year rate at -0.2%. That’s deflationary. Export prices jumped 0.5% MoM and …
Retail trading volume explodes to $6.6T shattering previous highs. Retail is going all-in on this market: Individual investors bought $155.3 BILLION of single stocks and ETFs in the first half of 2025, the largest semi-annual net inflows on record, according to Vanda Research. This exceeds the previous high of $152.8 …
Never forget how often Bitcoin pukes all over itself, Don’t Chase! Patience. Never forget how often Bitcoin pukes all over itself, Don’t Chase! Patience. https://t.co/eBDDK4FQz5 — Lawrence McDonald (@Convertbond) July 13, 2025 The cattle believe Bitcoin is the future but fail to see it's a Nasdaq ETF pumped by elites …
Positioning for a market downturn in 2025 has become more tactical than ever especially after June’s macro fireworks and the July 11 CPI print looming ahead. Equities hover near record highs while the 10-year Treasury yield has climbed to about 4.42 %. Some traders now split their risk between long duration …
by Michael What in the world just happened to the job market? The unexpectedly bad numbers that have just come in have truly been a shock to many of us. Yes, we knew that conditions were getting worse during the early stages of this year. In fact, the Federal Reserve …
Core Retail Sales (Month-over-Month) Actual: -0.3% Forecast: 0.2% Previous: 0.0% Export Price Index (Year-over-Year) Actual: 1.7% Forecast: Not available Previous: 1.9% Export Price Index (Month-over-Month) Actual: -0.9% Forecast: -0.1% Previous: 0.1% Import Price Index (Month-over-Month) Actual: 0.0% Forecast: -0.2% Previous: 0.1% Import Price Index (Year-over-Year) Actual: 0.2% Forecast: 0.1% Previous: …
When everyone from your barber to your Uber driver talks stocks you know fundamentals have long been ignored. In 2025 that chatter is deafening. People brag about crypto holdings and leveraged ETFs like they built them. You see talk of FIRE dollar cost averaging and compound annual growth rates from …
The market’s still grinning on the surface, but behind the curtain, the people who know the numbers best are quietly cashing out. Corporate insiders—CEOs, CFOs, board members—are dumping shares at the fastest pace seen in 2025. According to data compiled through June 11, 778 insiders sold stock while only 200 …
Retail investors bought +$23 billion of US equities in May, adding to +$40 billion in March and April. This is roughly in-line with $25 billion in average monthly net purchases this year, according to JPMorgan. Year-to-date, individual investors have bought a record +$150… pic.twitter.com/o0lFw66Q7T — The Kobeissi Letter (@KobeissiLetter) June …
RETAIL IS SELLING $NVDA ACCORDING TO VANDA RESEARCH – Retail outflows from Nvidia were $258M over the past 5 days, $255M over the past 21 days – Nvidia retail sentiment down to -15, it’s lowest level in 3 years – Yesterday Nvidia became the most valuable company in the world …
We are now seeing nine-figure dollar insider sales frequently, in many companies. In case you were wondering who is on the other side of the flood of retail money. https://t.co/OJk7eyFBXN — James Chanos (@RealJimChanos) June 3, 2025
It’s officialNvidia has lost China market for good https://t.co/GrnR2n4nRr — David Lee (@DavidLe76335983) May 30, 2025 It’s already happening but not because of restrictions on Nvidia GPUs, that’s what Nvidia is paying PR publicists to feed MSM, but because Huawei GPUs are already more than enough for AI development and …
