Independent thinking for complex markets and current events
Past cycles all followed the same path Nifty Fifty Japan dot-com housing China then crash Now analysts price in record 23 percent long term S&P earnings growth higher than dot com peak Mega caps slowing and piling into the same AI ad game Real yields at two year highs exactly the setup that breaks debt …
Trump calling rising gas prices “peanuts” and “very temporary” is getting torched as out of touch. pic.twitter.com/pBv0li6lIe — HeritageHerald (@RealHeritageH) May 19, 2026 Trump keeps framing inflation spikes as short-term noise, but for consumers paying $4.50+ per gallon right now, “temporary” still hurts. Markets care less about rhetoric and more about how long Strait of …
Kevin O’Leary is getting absolutely eviscerated after locals in Utah blew up his plan for a 40,000 acre AI data center that would guzzle more electricity than the entire state while regular people are already getting hammered at the pump with gas hitting $5.37 to $5.60 a gallon in spots and rent squeezing families into …
Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll over, but timing is always the tricky part. U.S. inflation picture is the worst in …
🇺🇸 The “Trump Accounts” plan from Trump and Scott Bessent estimates are insane! For a baby born this year: – If parents max out contributions → ~$303,800 by age 18, and a massive $1,091,900 by age 28.– If parents contribute NOTHING → still $5,800 by 18 and $18,100 by 28.… https://t.co/GEkezPZvwQ pic.twitter.com/gTGhEMpa4F — Mario Nawfal …
Strong consumers do not flee bulk stores for bargain bins. Small business employment shrank again in December according to Paychex. We will get a clearer picture once we get the ADP and payroll data later this week. pic.twitter.com/KmzIqUJ6fG — Peter Berezin (@PeterBerezinBCA) January 6, 2026 Riddle me this. If the US consumer is so strong …
This is straight-up audacity on a national scale. People are literally hopping states just to hit taxpayer programs like slot machines. Millions meant for the disabled and struggling addicts vanished while the fraudsters lived hundreds of miles away with zero real connection to the communities they ripped off. Minnesota did not fail they got exploited …
via Phoenix Capital Research The single best predictor of future inflation is SCREAMING that another inflationary storm is coming. The Fed focuses on two inflation measures: the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE). There are two MAJOR problems with this: Both measures of inflation have numerous gimmicks designed to UNDER-state the true …
Japanese interbank lending rate ripping upwards it's the meme! "reaching levels not seen since: 2008" pic.twitter.com/5AsCGavTjx — Roberto Rios (@peruvian_bull) April 23, 2025 Bridgewater, the largest hedge fund in the world, comes out as bearish as I have ever heard them about the changing economic regime. pic.twitter.com/jMzXVhyMO5 — Spencer Hakimian (@SpencerHakimian) April 24, 2025
Investors should brace for possible shifts as the tightening continues, with bigger moves on the horizon. RRP nearly drained pic.twitter.com/wIFR4J106L — Max Anderson (@MaxAnderson) January 23, 2025 DXY ripping (drives down global liquidity) pic.twitter.com/ZK32fgsPeW — Max Anderson (@MaxAnderson) January 23, 2025
Bond yields surge despite Fed cuts, exposing weakening control over markets. The 10 year note yield is just causally up another +13 basis points today. That's +85 basis points since the Fed started CUTTING interest rates. And, no one seems to care. Why has this become normal? pic.twitter.com/zoV9TshYmG — The Kobeissi Letter (@KobeissiLetter) November 12, …
The Insider Transaction Ratio (sales-to-buys) is back in bearish territory. via @hmeisler pic.twitter.com/kcAv13VryR — Daily Chartbook (@dailychartbook) November 12, 2024 Good Morning 🙃 pic.twitter.com/TD7ZOUTVtR — Amy Nixon (@texasrunnerDFW) November 12, 2024 The 10 year yield is ripping again. About to hit 4.40%. New highs. Wen 8% mortgage rates? 💀 pic.twitter.com/nnsKVEXlhv — QE Infinity (@StealthQE4) November …
It’s nice being a Leftist because the buck never stops with you. President Joe Biden took aim at grocery stores, blaming them for “ripping people off” with high pricing amid the continued inflation blame game. President Biden’s remarks came during a speech at the South Carolina’s First in the Nation Dinner in Columbia, South Carolina. …
I use this airport regularly. When you watch the video, you’ll see how those trays are stacked up before getting scanned. Just recently, my stuff was queued up in a bunch just like in this video, but I refused to go through the scanner without my stuff being passed through at the same time. I’m …