shifting

“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for stocks to retest lows.” – Connor Broadley

We are past that point…Japan hurting…Europe hurting..we’re hurting https://t.co/Q0u8U8ceiV — Nicholas Mugalli (@RealNickMugalli) May 3, 2026 Inflation is on the way back up 🔥🔥🔥 Buckle up. pic.twitter.com/e6raSx52xu — QE Infinity (@StealthQE4) May 3, 2026 1/ This is what $200 per …

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Hispanics and minorities shifting to the right, and young voters growing more conservative. Blue states projected to lose 12 congressional seats by 2030 due to migration.

Americans are voting with their feet, fleeing Blue state tyranny for better run Red states. Projected 2030 congressional reapportionment: Minnesota -1🔵California -4🔵Wisconsin -1🔵Illinois -1🔵New York -2🔵Pennsylvania -1🔵 Arizona +1🔴Texas +4🔴Florida +4🔴North… pic.twitter.com/NCvMWsw6og — Charlie Kirk (@charliekirk11) March 24, 2025 Red …

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Bitcoin’s current valuation appears inflated, driven by ETF and halving anticipation, but facing realities of shifting market dynamics.

Amidst the fervor surrounding Bitcoin’s price surge, fueled by expectations surrounding ETFs and halving events, critical analysis suggests that the current valuation may be detached from underlying fundamentals. As speculation outpaces historical patterns, concerns arise regarding the sustainability of this …

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Non-white voters shifting from Democrats

People often respond to these figures with accusations of polling error, but this isn’t just one rogue result. High quality, long-running surveys like this from Gallup have been showing a steepening decline in Black and Latino voters identifying as Democrats …

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TBAC-O Road? Treasury Announces Big Cut In Borrowing (Despite Skyrocketing Deficits) But Shifting Towards More Expensive, Higher Duration Coupon Bonds

by confoundedinterest17 Constitution Avenue in Washington DC is actually becoming Tobacco Road. No, not the dysfunctional family of Georgia sharecroppers during the Great Depression, but the Treasury Borrowing Advisory Committee (TBAC). On Monday, after we got the first part of the Treasury’s …

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Sound familiar to 2008?: “changes in the 90s enhanced asset securitization, shifting the prevalent mode of financial intermediation from a bank-centric model of taking deposits & issuing loans (holding them to maturity) to a new model where loans were packaged into securities & sold to investors.”

by Dismal-Jellyfish Source: https://libertystreeteconomics.newyorkfed.org/2023/11/the-nonbank-shadow-of-banks/ TLDRS: Fed paper: The evolution of banks and nonbanks is closely linked, particularly since the 1990s. In the 1990s, financial ‘innovation’ and regulatory changes boosted asset securitization. This shifted financial intermediation from a traditional bank-centric model (taking …

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Often at the mercy of the dollar, emerging countries are looking to insulate themselves from the US Federal Reserve policy by shifting to Gold

by BoatSurfer600   Often at the mercy of the dollar, emerging countries are looking to insulate themselves from the vagaries of U.S. Federal Reserve policy by shifting to gold—and away from the greenback. This shift in their currency reserves poses a distinct risk to Americans, who benefit from …

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