Independent thinking for complex markets and current events
🇨🇳 China Overnight Economic Data: *Retail Sales: Miss 🔴*Unemployment Rate: In Line*Industrial Production: Miss 🔴*Fixed Asset Investment: Miss 🔴 China's economy is in awful shape. pic.twitter.com/cHvVsnWp98 — Jesse Cohen (@JesseCohenInv) December 15, 2025 Retail sales rose 1.3% last month from a year earlier, slowing from 2.9% in the prior month. Industrial production climbed 4.8% in …
by Michael Do you remember how bad things were in 2008 and 2009? It was an economic nightmare that shook the entire world, and now it appears that the sequel is upon us. As you will see below, many economic numbers are either as bad as they have been since the Great Recession or they …
Tom’s hair is no longer bullish. That’s the tale tell.
Thomas Massie just dropped a bomb on Washington. He wants to make it illegal for the government to manipulate Americans with propaganda. No secret accounts, no hidden websites, no podcasts trying to shape your mind. Every message has to be labeled as government content and stored for review. Congress can check it all to make …
The FBI released video footage of Jeffrey Epstein’s cell area claiming it shows no one else entering or leaving before his death. FBI Deputy Director Dan Bongino said on Fox News, “There’s video clear as day — he’s the only person in there and the only person coming out.” But CBS News analyzed the same …
Donald J. Trump @realDonaldTrump I have not reached out to Iran for “Peace Talks” in any way, shape, or form. This is just more HIGHLY FABRICATED, FAKE NEWS! If they want to talk, they know how to reach me. They should have taken the deal that was on the table – Would have saved a …
by Michael 2025 is going to be largely defined by whether there is a major war with Iran or not. If a verifiable deal with Iran can be reached that prevents Iran from producing nuclear weapons, I will applaud the Trump administration for pulling off the diplomatic coup of the century. But if negotiations fail, it …
🚨 Biden’s declassified internet censorship plan relied on USAID to “combat online disinformation.” USAID was used to promote “digital literacy” in the US, a term for forcing Americans to get their news solely from legacy sources. pic.twitter.com/J6s9ROac14 — Natalie Winters (@nataliegwinters) April 19, 2025 https://twitter.com/DefiyantlyFree/status/1913795885864993120
Same vibe as the NPR CEO: "Truth is a distraction from getting things done."pic.twitter.com/lmUycssRs2 — The Conservative Alternative (@OldeWorldOrder) March 25, 2025
Lockheed Martin can grow the skin of an aircraft that contains sensors & stores energy, without any wires. Data flows through the structure. They have new materials that change shape on command, like a muscular material. They can make autonomous aircraft that change shape, and… pic.twitter.com/rXABmxS7JO — Chris (@ChrisCYVR) February 7, 2024 h/t Craft
We’re expecting more snow and extremely cold temperatures that can be quite painful. However, there’s good news on the horizon—a warmup is finally coming soon. Hang in there, and soon we’ll be able to enjoy some relief from this harsh winter weather.
BOSS GREAT WALL: THE GALAXY CLUSTER THAT DWARFS THE UNIVERSE Astronomers have unveiled the BOSS Great Wall, a colossal galaxy supercluster spanning 1 billion light-years, crowned as the largest structure in the known universe. Composed of 830 galaxies linked by fiery filaments of hot gas, this cosmic titan is 10,000 times the mass of the …
🇨🇳 Just In: China’s central government urges local governments to give cash handouts for New Year. China's economy is in awful shape. pic.twitter.com/P9j7kKJGHy — Jesse Cohen (@JesseCohenInv) December 30, 2024 Link: BBG/Xinhua News pic.twitter.com/9VDeDO22rR — Jesse Cohen (@JesseCohenInv) December 30, 2024 https://twitter.com/MichaelAArouet/status/1873654789571231973 🇨🇳TIL: The number of births in China in 2023 were the lowest since …
He seems to be all in, finally given the chance to do his lifelong dream. Perhaps a long time hero of Elon’s. As long as Trump keeps the core group in top roles, the second administration will be nothing like the first. I’ll keep my optimism cautious, of course. h/t Wookie9991
So we have gone from 'tip top shape' to near death in 4 weeks. Frank Biden is spreading some kind of narrative.pic.twitter.com/fnULKNZwcr — Citizen Free Press (@CitizenFreePres) July 22, 2024
Consumer spending is collapsing. This chart is just ugly. Stimmies are drying up and inflation continues to pressure spending. Never forget: Consumer spending represents 70% of the economy. pic.twitter.com/tTPeM1fKMp — QE Infinity (@StealthQE4) June 2, 2024 Savings Depletion: Many households have been drawing from their savings, which may not be sustainable in the long term. The …
For decades, home ownership was considered the foundation of middle class prosperity. Now that foundation’s crumbling… From Peter Reagan for Birch Gold Group According to one index, U.S. consumers are suffering through historically bad home buying conditions. This fact was recently summarized in a somber post by Kobeissi Letter on X: Homebuyer conditions for US consumers …
In a country that prides itself on openness and responsibility, a concerning reality has emerged: the actual state of the U.S. economy may be significantly worse than what official reports suggest. Recent reports have raised concerns about the nation’s financial stability. These reports have challenged the optimistic projections and cautious hope that have been dominant. …
by confoundedinterest17 Shape of things in the US economy. But a better tune to descible what is happening is over, under, sideways down. For example, look at this chart of loans and leases at commercial banks, since last year (YoY). The growth rate is plunging rapidly. Of course, M2 Money growth has already crashed. Loan delinquenices? …
via YAHOO: Joe Biden’s race to embrace electric vehicles risks overwhelming US charging infrastructure and creating disastrous supply shortages, two of the world’s biggest carmakers have said. Toyota and Vauxhall owner Stellantis accused the President of being “overly optimistic” in his push for a rule that would require two thirds of new vehicle sales …
Get woke, go broke? Musk’s daughter, whose new name is Vivian Wilson, asked the court to change her name to agree with her gender identity “I no longer live with or wish to be related to my biological father in any way, shape or form. Care to comment Elon? https://twitter.com/AnonOpsUnited2/status/1663180962694406144?ref_src=twsrc%5Etfw h/t BFD
