Independent thinking for complex markets and current events
Advance estimates show March sales hit $752.1 billion, but the growth is almost entirely captured by “Non-store” retailers, up 10.1% year-over-year… Food services and drinking places saw a tepid 2.4% gain, failing to keep pace with the 3.3% CPI, meaning “real” restaurant traffic is actually down… Consumers are spending 5.1% more than last year, but …
Earnings beat but everything else is collapsing now. Why would people buy houses when AI is replacing their jobs. Here are the numbers for $SPY earnings +27.8% vs +13.9% est. Big tech is absolutely smashing analyst estimates pic.twitter.com/J2ytNQYuqr — Simplifying Stocks, CPA (@FinFluentialx) May 1, 2026 Tech layoffs are skyrocketing: Tech companies announced 81,747 layoffs …
AMD wins the chart bubble race- but with a pe ratio of 133 and the nect 16 years of sales priced in – Look out below = PUTS byu/Salt_Yak_3866 insmallstreetbets Directionally you can be right, but if you’re wrong on the timing you might as well be wrong on both.
View post on imgur.com President Trump decided to join Israel in striking Iran after a high-stakes presentation by Israeli Prime Minister Benjamin Netanyahu and Mossad Director David Barnea in the White House Situation Room on February 11, 2026. Netanyahu made a strong pitch, including a video showing potential post-regime-change scenarios and possible new leaders for …
A Record 34% of February Home Sellers Cut Their List Price More than one-third (34.2%) of February home sellers lowered their list price. That’s up from 31.5% a year earlier and represents the highest February share in records dating back to 2012. Fed minutes show willingness to consider interest rate increases Some Federal Reserve officials …
BioNTech is turning out the lights at the Singapore plant and planned regional headquarters it purchased from Novartis at the height of the COVID-19 outbreak, reflecting a sharp reversal in the mRNA specialist’s trajectory since the pandemic’s end. BioNTech announced the purchase of the Singapore facility from Novartis in November 2022, the same year the …
🚨🇹🇭 Meanwhile in Thailand The panic buying a fuel is spreading everywhere quickly across Asia right now. pic.twitter.com/rT3Jy6Ynfn — Concerned Citizen (@BGatesIsaPyscho) March 27, 2026 BREAKING: Russia has agreed to further increase crude oil sales to India, now set to double from January's levels to 40%+ of India's total imports, per Reuters. Just 2 months …
by confoundedinterest17 Despite falling mortgage rates, analysts expected December’s drop in new home sales to accelerate in January… and accelerate they did… crashing a stunning 17.6% MoM (-2.7% MoM exp) – the biggest MoM drop since July 2013. This huge MoM drop dragged sales down 11.3% YoY – the worst slide in three years. Source: Bloomberg …
POPEYES FRANCHISE GOES BROKE ON $233M IN CHICKEN One of the largest Popeyes franchise operators in the U.S. just filed for Chapter 11 after losing $18.8 million despite generating about $233 million in sales. The company, Sailormen Inc., has already closed more than 20 locations while thousands of employees wait to see which stores survive …
by confoundedinterest17 What I like about the South. US pending home sales bounced modestly in February (up 1.8% MoM vs -0.6% MoM exp and -10.% MoM prior). Year-over-year home sales continue to decline (down 0.6% YoY). Source: Bloomberg Pending home sales in the South, the biggest home-selling region in the country, increased 2.7%. They rose …
Median family income in the US increased from $10,000 in 1971 to $106,000 today, a 10x increase. However, the median cost of homes increased from $25,000 to $445,000, a 17x increase. And the median cost of cars increased from $3,600 to $50,000, a 14x increase. The median cost of college increased from $2,900 a year …
Authored by Mike Shedlock via mishtalk, Home prices are still too unaffordable. Existing home sales have had no traction since declining to this level in October of 2022. Mortgage rates peaked at 7.62 percent in October 2023 over two years ago. The National Association or Realtors reports Existing-Home Sales Rise 1.7 Percent in February following a 5.9 …
We’re just going to pretend this part was normal and “because covid” pic.twitter.com/jn6qHOrh10 — Jeff Rey (@Est1986) March 5, 2026 The all-important spring housing market is off and running, and while the pace isn’t expected to be strong, there are signs of optimism, at least among sellers. Some who gave up last year are jumping …
🚨 WARNING: THE SYSTEM IS COLLAPSING IN REAL TIME!! Pending Home Sales just fell to the LOWEST LEVEL ever recorded. That means demand for homes is now weaker than it was in 2008. And if you think housing has no impact on other markets YOU ARE WRONG! Housing is one of the… pic.twitter.com/o8fMhr6m0d — Wimar.X …
🚨 THIS NUMBER SHOULD NOT EXIST The U.S. housing market just reached the most unaffordable point EVER. Worse than 2008. And almost nobody is paying attention. The median U.S. home now costs $415,000. Five years ago? $270,000. That’s a 54% price increase. Wages over the… pic.twitter.com/Y278wSTc61 — Alex Mason 👁△ (@AlexMasonCrypto) February 23, 2026 It’s …
🚨 IT JUST GOT A LOT WORSE Look at this. One single entity, Cresco Investments Ltd, just filed proposed sales across 8 different ETFs. This isn’t what you typically see in a healthy market. – 48 filings in a single day– $600 million each– ~$28.8 BILLION in proposed sales… pic.twitter.com/jWBWX1PpKM — NoLimit (@NoLimitGains) February 16, …
🇺🇸🇮🇷🛢President Trump and Israeli Prime Minister Benjamin Netanyahu agreed during their meeting at the White House on Wednesday that the U.S. will increase the economic pressure on Iran, mostly when it comes to oil sales to China. My story on @axioshttps://t.co/YeKCkmhiUR — Barak Ravid (@BarakRavid) February 14, 2026 US President Donald Trump and Prime Minister …
Key Points The Trump administration deposited the initial $500 million of Venezuela oil sales in a U.S.-controlled account in Qatar. A U.S. Treasury Department account has been set up and the funds won’t go to Qatar anymore, Energy Secretary Chris Wright told NBC News. Wright told NBC News that revenue from Venezuelan oil sales now …
JUST IN: US home sales fell -8.4% in January, the largest monthly decline since Feb 2022. — Hedgeye (@Hedgeye) February 12, 2026 Realtors have sounded the alarm over a potential “new housing crisis” after home sales fell by over 8 percent in January, the biggest monthly drop since 2022. “Improving affordability should have brought more …
Yeah, GDP just falling off a cliff. pic.twitter.com/o12I4zWeDz — Derek Columbus (@columbus_derek) February 10, 2026 Goldman Sachs cuts Q4 GDP to 1.6% 👇🏼 pic.twitter.com/brJug5LRqT — Kalani o Māui (@MauiBoyMacro) February 10, 2026 an overlay of 2008 & 2026… why is nobody talking about this… pic.twitter.com/oS0p2XDR2S — ₕₐₘₚₜₒₙ (@hamptonism) February 10, 2026
10Y moving higher in hot patch of economic data this morning pic.twitter.com/aaJ7AJh615 — Don Johnson (@DonMiami3) February 2, 2026 US ISM Manufacturing PMI came in at 52.6% vs 48.5% expected. The US economy has entered the expansion phase. — Ted (@TedPillows) February 2, 2026 Do not confuse the increase in shipping rates as being bullish …
Perth Mint, Golden State Mint and the largest Mint in the UK have now all suspended silver sales. And it isn’t because of a lack of demand. — Uncensored.AI (@GoUncensored) February 1, 2026 There is no evidence that the Perth Mint has suspended silver coin or bullion sales, and no evidence of any closure or …
Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis. The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. https://www.cnbc.com/2026/01/29/apple-aapl-earnings-report-q1-2026.html Investors question …
So it has begun. This will jump by summer. — John Ravenda (@JohnRavenda) January 26, 2026 Only 23.1% of people made $100,000+/yr last year https://t.co/w2KnHXdAQj — Jon Brooks (@jonbrooks) January 26, 2026
Pending Home Sales Plunge across the US. Midwest Sees Worst Sales on Record, Northeast 2nd Worst.For the US overall, worst sales for any December on record. The housing market took a bad turn, from already low levelshttps://t.co/sKbLut3JA8Here's the situation in the Midwest: pic.twitter.com/LGgCgrr3U9 — Wolf Richter (@wolfofwolfst) January 21, 2026 Pending Home Sales fall to …
BREAKING: US Pending Home Sales collapsed -9.3% month-over-month, missing expectations of -0.3% forecast. This marks the steepest decline since 2020. pic.twitter.com/nz69fmYVmQ — Hedgeye (@Hedgeye) January 21, 2026 The only thing that matters: More M2=higher stock prices. Keep printing those trillions. 🧻 https://t.co/8m362hlg4m — QE Infinity (@StealthQE4) January 21, 2026
Surprised this number wasn't higher given the tariff situation https://t.co/Ybh5xQKv9I — Eric @ Drive Protected ™ (@Drive_Protected) January 14, 2026 Elon promised a revolution. Canadians found a discount. China 🇨🇳 🤝 Canada 🇨🇦 TRADE DEAL – The bilateral trade deal where Canada reduces its 100% tariff on Chinese electric vehicles to zero, in exchange for …
The shop in suburban Philadelphia had been a gathering spot for the MAGA crowd to rally during the 2024 campaign. Nestled in a strip mall in suburban Philadelphia, The Trump Store is hard to miss with its all-caps sign in bold next to a photo of President Trump hugging the American flag. But after six …
Are soaring metals and crypto signaling real danger, or just end‑times market talk? Just In: The U.S. Mint has SUSPENDED ALL SALES of silver products. This is unprecedented. pic.twitter.com/cWvZQ9OU1I — Jesse Cohen (@JesseCohenInv) January 14, 2026 GOLD is insurance. SILVER is the alarm bell. pic.twitter.com/84v2cgzsiA — Steve Hanke (@steve_hanke) January 13, 2026 Silver is almost …
It's plausible deniability through pretend stupidity. There's no way someone that smart about money didn't know that the covid bank bailout was going to cause rampant inflation. pic.twitter.com/ObOqknbTns — Ilgephelfis 🐸🤡👽🎻🎶 (@ilgephelfis) January 12, 2026 That Powell is forced to defend himself and the Fed from Trumpian intervention in this way is why foreign institutions …