A hub for independent voices and signals
Hundreds of millions of Americans risk experiencing power shortages this winter if weather conditions are harsh, according to a new report published by the North American Electric Reliability Corporation (NERC), a power grid watchdog. Nearly all residents of the Northeast, …
📈 $NVDA accounts receivable 📈 from $9B to nearly $15B to show “growth”. AR means they’ve claim sales but haven’t yet collected the 💵. If Nvidia keeps 📈 receivables to hit this QTR “beat”, it could face accounting issues in …
NY SENATE EX-CANDIDATE: I FEAR FOR TRUMP’S SAFETY Independent senate ex-candidate Diane Sare: “I believe this transition period is actually fraught with danger. The people who want to escalate the war drive now have a window in which to create …
https://twitter.com/newstart_2024/status/1853415582541996536 TL;DR Naval Ravikant expresses concern about unified governments and advocates for divided government He warns that unified governments threaten democracy through potential tyranny of the majority Changing electoral rules (e.g., mail-in ballots, voter ID laws, statehood for DC and …
#Gold closed at a record high above $2,775, on track for its best year since 1979. The difference is that in 1979, #inflation was near its peak and the gold bull market was near its end, whereas now inflation is …
Repo fails make sense being an indicator of collateral difficulties. Same for the 4-week US Treasury bill rate when it falls substantially. But how does Japanese government bill yields fit into the US$ repo picture? And why are they such …
This is not Apple, Tesla or even Nvidia. This is interest payments on the US national debt of $36 trillion. We now pay nearly $1.2 trillion per year in interest on the debt, about 23% of all taxes, tariffs and …
The bond market does not believe the Fed. Bonds signal inflationary and economic weakness risk is rising. via Bloomberg Stagflation… — Northstar (@NorthstarCharts) October 12, 2024 Gold beats the S&P 500 this year as investors discount more currency destruction Graph …
The Yen Carry Trade Is Not Unwound and Should Concern Everyone "…Knowing what’s left after the summer selloff is a challenge in part because no one is keeping track. There’s no trading floor or regulator. No one publishes a league …
U.S. intelligence agencies have cautioned that Russia may respond with increased force, potentially including lethal attacks on the U.S. and its allies, if Ukraine is allowed to use long-range missiles supplied by the U.S., U.K., and France for strikes deep …
Credit & stock markets pricing in 250bps rate cuts and 18% SPX EPS growth between now and end-2025…don’t get much better than that for risk so investors forced to chase. – BofA pic.twitter.com/OYr3EKJZbR — Win Smart, CFA (@WinfieldSmart) September 25, …
(Sept 24): Gold prices surged to a record high on Tuesday as a cocktail of factors, from hopes of further US rate cuts and China stimulus measures to elevated Middle East tensions, lifted demand. Spot gold steadied at US$2,628.63 per …
Investors need to spend more time on FinTwit, they clearly don’t understand that BRICS currency is coming. pic.twitter.com/AJggpYMnyT — Michael A. Arouet (@MichaelAArouet) September 11, 2024 The scariest China 🇨🇳 chart pic.twitter.com/VPosl9EUzs — Win Smart, CFA (@WinfieldSmart) August 13, 2024 …
https://twitter.com/MichaelAArouet/status/1828291677036896483 Let's all take note, even when the wtiting is on the wall (like back in 2007) Real estate agents and mortgage brokers/bankers are still trying to con you into going all in on housing. I'm arguing simply to watch …
If it succeeds, Polaris Dawn will be the first non-government mission to perform a spacewalk. But not only that, it’ll do that about 700 kilometres (435 miles) above Earth. To compare: the International Space Station (ISS) orbits Earth at about …
Buffett seems to have a knack for these sorts of times. He may be noticing some overvaluation and unmitigated risks: https://t.co/LRIl4NJT7m — Reef Insights (@ReefInsights) August 14, 2024 https://twitter.com/RJRCapital/status/1823836532706594998 Warren Buffett 13F pic.twitter.com/f7DlJReMh2 — Win Smart, CFA (@WinfieldSmart) August 14, …
"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 …
🚨SHOCKING EXPOSÉ🚨 Our litigation just exposed that Biden’s FDA recommended approving puberty blockers to minors despite noting that these drugs are associated with an “increased risk of depression and suicidality.” DETAILS: pic.twitter.com/IfNc8ZQaaX — America First Legal (@America1stLegal) August 1, 2024 …
AAII bulls up to 52.7% – highest level of this year and 2nd highest level since early 2021. Optimism is elevated, but risks become more acute when the crowd heads for the exits pic.twitter.com/0foZRmidNi — Win Smart, CFA (@WinfieldSmart) July …
We’re looking at multiple economic indicators like the yield curve and jobless claims to assess recession risks While an economic downturn is not here yet Risks of it are gradually increasing At this rate, we cannot rule out an H2 …
According to a study published by AccountTECH, real estate brokerages face profitability challenges if agent commissions decrease. Here are the key findings: Commission Rates and Profitability: If the terms of the National Association of Realtors’ (NAR) nationwide commission lawsuit settlement lead to typical …
Non-bank financial institutions are increasingly posing risks to America’s big banks, according to a post on the New York Fed’s Liberty Street Economics blog. During times of heightened market-wide stress, non-banks seek term loans and lines of credit, putting pressure on …
If you cannot afford to put equity down against any leverage you take on to buy an asset not only you are almost guaranteed to fall into negative equity, but also to become “slave” of your lender that will let …
"The FDIC shows how CRE concentration risk lives in banks *under* $100 billion—but the big office losses have been have been absorbed by the banks over $100bn."@stevenkelly49 pic.twitter.com/guwin1ehhn — Daily Chartbook (@dailychartbook) May 29, 2024 🚨CRASH ALERT 🚨 update : …
The AI chip market faces a significant downturn with net sales plummeting by nearly 25% sequentially and over 40% compared to the previous year. Amidst inflationary pressures and concerns over misdirected investments, every chip company is being labeled as an …
Amidst concerns over global economic challenges, Swiss National Bank Chairman Thomas Jordan emphasizes the imperative of maintaining price stability in monetary policy. His remarks shed light on pressing issues such as low growth, high debt levels, and the urgent need …
With 30 major central banks poised to slash rates and over 70 nations heading into elections, the global economy braces for the most coordinated easing since the Great Financial Crisis. More Easy Money Will Plunge Us into Stagflation 30 major …
The idea of seizing Russia’s assets in the US and EU as a response to the ongoing conflict has sparked heated debate, with critics warning of dire consequences. Proposals to confiscate frozen Russian assets and divert them to Ukraine are …
The debt-service coverage ratio, a measure of financial health, has dropped significantly over the past year, indicating increased risk among leveraged loan companies. Morgan Stanley’s Chief Investment Officer warns that if corporate profits disappoint, the stock market rally could end. …
This trend raises alarm about the broader risks from interlinked dependencies. LONDON, March 14 (Reuters) – Europe’s private credit funds are increasingly borrowing from banks to boost their performance, fuelling concerns about the wider risks posed by this interconnectedness. A …