Independent thinking for complex markets and current events
Layoff wave that everyone pretended wasn’t coming just printed its ugliest chart yetThe tech dream is quietly hemorrhaging real human bodies behind the AI hype curtain. layoffs in the Information sector (which includes much of tech) jumped in March, to their highest level on record outside the pandemic spike. Notable because the earlier wave of …
Central banks in China Russia stack gold while Western money printing hits the wall. Adam Creighton calls out coming sudden reallocation as governments inflate away obligations. War on cash CBDCs and emissions targets all tools to crush personal economic freedomAdam just spelled out the quiet math that’s about to bite the West hard. Man the …
Treasury Secretary Scott Bessent is blaming “judicial overreach” for the carrier’s collapse today, saying the blocked JetBlue merger was a suicide pact… United and Delta shares are drifting higher as they prepare to feast on Spirit’s carcass, but the broader sector is terrified of the fuel bill… Budget travelers are finding $400 round-trips for routes …
ISM manufacturing prices paid index spiked to 84.6 points in April, a 4-year high. Over the last 3 months, prices paid have SKYROCKETED over 20 points, marking one of the biggest spikes in history. Meanwhile, the employment index dropped to 46.4 points, the lowest level in 2026. Employment has now been contracting for 15 months …
Energy stocks are making history: The US Energy Select Sector Index has gained for 14 consecutive weeks, the longest streak on record. The index has rallied +43% over that stretch byu/RobertBartus inEconomyCharts
by Martin Armstrong Jerome Powell finally said out loud what the revisions have been quietly showing for months. During his March 18 press conference, Powell said that “effectively there’s zero net job creation in the private sector” over roughly the past six months after adjusting for what Fed staff view as overstatement in the payroll …
The sector rotation is screaming recession louder than any headline.$XLY down 5.6% in a month. Financials down 6.1%. Healthcare down 6.8%. Meanwhile energy ripped 7.6% higher. That's a 13 point spread between energy and consumer discretionary. Costs rising while demand falls.… — TraderHC (@traderhc) March 20, 2026 Ok wtf even is this pic.twitter.com/qw3FF8W77l — Andrew …
Record outflows from US financial stock funds are flashing a warning few are paying attention to. In the week ending March 11, equity funds lost $7.77 BILLION, with global financial sector funds alone shedding $2.31 BILLION, according to a Twitter analyst @DefiWimar. Meanwhile, bond funds took in $5.72 BILLION and money market funds added $6.93 …
“.. data centers were the worst performing REIT sector in 2025.” 👇🏼 Oops! https://t.co/qbIUB3y8vm — Kalani o Māui (@MauiBoyMacro) January 6, 2026 What I know about GenZ from my own experience is that they always blame someone else for all of their problems. Consider that in the context of what's coming. "Every Wall Street Analyst …
We’re heading full speed towards a health care crisis. Republicans in DC did this. They voted to double your premiums 13 times. pic.twitter.com/4GOPBWpCCv — Senator Reverend Raphael Warnock (@SenatorWarnock) December 17, 2025 Grok: According to http://OpenSecrets.org, Senator Warnock received about $6.85 million from the health sector in the 2022 election cycle, including $3.65M from health …
Wall Street’s most powerful bank is walking a tightrope between innovation and instability.By the end of 2025, JPMorgan plans to let institutional clients use Bitcoin and Ethereum as collateral for loans—a radical integration of crypto assets into the traditional credit system that comes at a moment when the financial foundation beneath that system is starting …
Coming from a contractor , Materials have tripled in price in the past 2 years and everyday I see less and less people in Home Depot — HateCxde (@qfrss2k) October 9, 2025 was just looking at $HD 4hr is smoked bounce this week or she dead pic.twitter.com/SY44CXThF9 — Darrel (@ScottSteig82850) October 9, 2025 The way …
Must be time for another crisis. Job openings held steady in August but real-time measures don’t look so good for September. pic.twitter.com/RCNiOOKKvn — Peter Berezin (@PeterBerezinBCA) September 30, 2025 6 Month Change in Private Employment 👇🏼 “Ruh Roh” pic.twitter.com/me2QNy0YZy — Kalani o Māui (@MauiBoyMacro) September 30, 2025 🚨BREAKING: The US labor market is CONTRACTING. US …
In July 2025, 71 large US companies filed for bankruptcy. That is the highest monthly total since the pandemic lockdown peak in 2020. June saw 66 filings, and May had 64. Source: https://x.com/KobeissiLetter/status/1955262243320541630 The year-to-date total now stands at 446 bankruptcies, already surpassing full-year totals for 2021, which had 405, and 2022 with 373. This …
“Yesterday an insider told me Google had the opportunity to launch an LLM model like ChatGPT well before OpenAI did, as DeepMind had been working on AI for years. Then, why did they decide not to do it? Because it would have cannibalized Google Ads revenues and made Google Search engine obsolete in the same …
Surely an industry with over 60% subprime loan stackers can’t go wrong (Source: Jan ’25 CFPB Report) byu/-DeBussy- inwallstreetbets https://www.consumerfinance.gov/about-us/newsroom/cfpb-research-reveals-heavy-buy-now-pay-later-use-among-borrowers-with-high-credit-balances-and-multiple-pay-in-four-loans/ CFPB report reveals nearly 2/3 of BNPL borrowers are subprime as Klarna moves to DoorDash h/t -DeBussy-
Auto repossession is on the rise again, and it’s becoming a real issue. Small dealerships are struggling, with many going bankrupt, and the situation could get worse in 2025. Repossessions are spiking, though detailed data is hard to come by, especially since the last available numbers are from December 2022. The Consumer Financial Protection Bureau …
lol quantum 50% wiped out the sector in a day cause Jensen said he thinks it's far away… pic.twitter.com/RihqycVPoB — amit (@amitisinvesting) January 8, 2025 I had my FOMO chasing phase. It takes a few bad names to get you out of the phase. Quantum might be that phase for some people. For me it …
We already know where this is going. We’ve been in a recession for probably at least a year (if not more) under Biden. As soon as Trump gets into office, they’ll reveal the real numbers and blame Trump for the recession. Don’t let them lie! 🚨US PRIVATE SECTOR EMPLOYMENT IS IN A RECESSION🚨 US private …
Which fiat is better? pic.twitter.com/u3XMUbrH48 — Darth Powell (@VladTheInflator) November 24, 2024 Bitcoin is a HIGHLY SPECULATIVE asset fueled by HYPE. It's a bubble waiting to pop.@Hedgeye pic.twitter.com/snVbgAm7vn — Steve Hanke (@steve_hanke) November 24, 2024 Soon, the entire crypto sector will sell off 40% to 50% in a single day. It will be a sight to …
https://x.com/TruNorthAdvice/status/1852330810516406334
Public sector employees in China are being ordered to hand in their passports as President Xi Jinping’s grip on every aspect of society tightens. The number of public sector workers who face restrictions on their ability to travel abroad has been massively expanded this year to include most staff at schools, universities, local government and …
Edward Dowd, Founding Partner of Phinance Technologies, says the clock has started counting down towards a global debt crisis. Dowd tells Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, that the U.S. banking sector is in store for more stress, warning that the next crisis will trigger massive consolidation, leaving only around eight banks …
#commercialproperty #REIT 📉 ☠️https://t.co/5BsAxkwS4w — Invariant Perspective (@InvariantPersp1) September 11, 2024 CRE bros after praying the Virgin, Moises and Allah for 6 months non-stop for a 50 bp cut in Sep and having their hopes smashed by OER this morning… pic.twitter.com/LtHhdBUiwd — KKGB (@INArteCarloDoss) September 11, 2024
The United States' 33 million small businesses employ about 46% of all private sector employees, according to the Small Business Administration, and were responsible for 70% of net new jobs since 2019. — unusual_whales (@unusual_whales) September 11, 2024 37% of NFIB respondents reported deteriorating earnings, the largest share since March 2010, due to weaker sales …
5.3 trillion is total commodity report and 1.5 trn is oil Charted: $5 Trillion in Global Commodity Exports, by Sector This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources. This chart categorizes over $5 trillion in …
The United States manufacturing sector remains in deep contraction when it should be soaring. via Bloomberg pic.twitter.com/W3bL4wFEVs — Daniel Lacalle (@dlacalle_IA) August 15, 2024
🇨🇳 Why Chinese banks are now vanishing – The Economist*In the week ending June 24th, 40 Chinese banks vanished as they were absorbed into bigger ones.https://t.co/Zah97WGTZ4 — Christophe Barraud🛢🐳 (@C_Barraud) July 11, 2024 via MSN: The Chinese banking sector is facing a severe crisis. In just one week, 40 banks disappeared, and the collapse of …
Real-estate fund redemptions are on the rise. Industrywide, redemptions from real-estate funds are expected to reach $16.5 billion this year, while new fundraising has dwindled to $5.7 billion1. This trend is significant for a market that totals $90 billion. One major catalyst behind this surge in redemptions is Starwood Capital Group, which has significantly tightened restrictions on investor withdrawals from its …
