A hub for independent voices and signals
Nvidia did the heavy lifting during the market rebound since April. Failure to make new highs at this point means the market is heading down $NVDA pic.twitter.com/NzCOvtlWvo — The Maverick of Wall Street (@TheMaverickWS) June 1, 2025 The unemployment rate …
‼️Has the AI arms race come near its end? Magnificent 7 excluding NVIDIA Free Cash Flow (FCF) declined 11% year-over-year in Q1 2025, the most since the 2022 bear market. The capacity for future investments is falling for the first …
JUST IN: 67% of US consumers now expect higher unemployment over the next 12 months, the highest since 2008. This percentage has more than doubled over the last 5 months. Currently, more Americans anticipate higher unemployment than during the 1981-82, …
The math on home prices always ends up at the same place. A median home price around $280,000 This would mean home prices nationally fall $130,000 pic.twitter.com/QoGqNVIz8L — Darth Powell (@VladTheInflator) May 23, 2025 US housing crisis worsens Case Shiller …
More data: The NASDAQ appears to correlate roughly 70–80% with changes in the Fed’s discount window usage—markets tend to rise when liquidity rises and fall when it’s pulled back. pic.twitter.com/rjmIWWKCuW — The Coastal Journal (@1CoastalJournal) May 22, 2025
Putin: “A decision has been made to create a security buffer zone along the border between Russia and Ukraine.” Putin later specified for which Russian regions a security buffer zone will be created. Ukrainian regions that Russian needs to control: …
In 2022, people watched prices surge and blamed gas stations and grocery stores. Today feels different. Prices are still high, but the real concern has shifted. The fear now is not about inflation today. It is about trust tomorrow. People …
The UK "deal" announced yesterday largely had the same terms as on Liberation Day and the "Pause" – the 10% across the board remained largely in place.https://t.co/aFLgc18ZBO — Bob Elliott (@BobEUnlimited) May 9, 2025 As @petereharrell noted the other details …
Chinese state media has said there would be “no harm” in holding trade talks with the Trump administration, indicating a softening of Beijing’s position as both sides look for a way out of their crushing tariff war. The gesture comes …
In an ominous harbinger for the ISM manufacturing release later this week, the new order components of the regional Fed PMIs have collapsed deep into recessionary territory. pic.twitter.com/kjt4jiFGYQ — Peter Berezin (@PeterBerezinBCA) April 28, 2025 I speak with many CEOs …
🚨 SCOTT BESSENT: The tax bill is moving forward. It will give permanence to the 2017 tax cuts. President Trump is adding things for working Americans – no tax on tips, no tax on overtime, no tax on Social Security, …
For at least 35 years, the monetary system has been telling us that the current era is coming to an end. That means a debt collapse, a currency collapse and a collapse of most bubble assets like stocks and property. …
M2 money supply is a key indicator of liquidity It represents the total amount of money in circulation Expanding M2 money supply = Increasing liquidity Contracting M2 money supply = Tightening liquidity — Bravos Research (@bravosresearch) April 25, 2025 The …
BREAKING: TREASURY SECRETARY SCOTT BESSENT SAYS THE US SHOULD GET READY TO BRING DOWN TRADE TENSIONS WITH CHINA. – Speaking at a closed-door investor summit hosted by JPMorgan in Washington, D.C. – Bessent said the current tariff standoff with China …
This is spot on. They NEVER truly reached restrictive levels and hot money has been allowed to slosh endlessly around the system particularly since COVID. Now Powell will be summarily dismissed in order to install an even greater Dovish lackey. …
This sell-off is technical. Volume isn’t as heavy as it was during the prior weeks’ panic, suggesting this is more about a lack of conviction to buy rather than aggressive selling. What feels dull and uninteresting today could look appealing …
This is a major signal. Homes sitting on the market for 47 days longest in 6 years isn’t just about high mortgage rates. It’s about liquidity freeze in the real economy. Buyers can’t afford to stretch, sellers don’t want to …
Gold is telling us that the USA will not pay its debts via taxation. It will pay them via the printing press. $8T of foreign held bonds needs to find an exit… https://t.co/Ozp6uopO8N — Kevin Bambrough (@BambroughKevin) April 16, 2025 …
It’s now official. The euro has broken out above a key historical resistance level. FX trends often take time to develop, but once they do, they tend to persist for years. I expect this time to be no different, with …
Powell may pretend he doesn't need to get involved, but the market is about to drag him in kicking and screaming pic.twitter.com/izA4VUQmQN — zerohedge (@zerohedge) April 8, 2025 Junk bond yields going parabola https://t.co/LGDN6xHOiq pic.twitter.com/ILja6xLDGY — The Great Martis (@great_martis) …
CNBC White House signals tariffs are non-negotiable and here to stay. — QE Infinity (@StealthQE4) April 3, 2025 CNBC: " WH are not welcoming negotiations from other countries, they say if other countires reach out and offer to lower their …
$SPY people believe that the 2007 Great Financial Crash was a large surprise (below) But it was anything but a surprise. The moving averages were textbook. Clear tests of support, followed by a rejection from below twice and then Lehmans …
🚨BREAKING: Short-Term Yield 📈: Financial Stress? A sharp 📈 in 3& 6-month yields signal financial strains, similar to the 2019 repo crisis causes: •Liquidity Strains: Banks/hedge funds may face overnight funding pressures •Hedge Fund Stress: Losses or margin calls driving …
Japan just did what everyone knew was coming. They offloaded US Treasuries to keep the yen from spiraling. It was inevitable. The interest rate gap between Japan and the US made the yen untradeable, and Tokyo had no choice but …
https://t.co/bcJr84FDqI — Kashyap Sriram (@kashyap286) March 27, 2025 It’s almost laughable how easy it is to see through CoreWeave’s charade. Emanuel hit the nail on the head when he called it an “egregiously overvalued pig in a poke.” And he’s …
Bitcoin is about to make a big move. And according to china liquidity injection, is to the downside. pic.twitter.com/lO5XrNFgR2 — Guilherme Tavares (@i3_invest) March 27, 2025 Bitcoin Mauling season on approach. pic.twitter.com/v1IkbAhCTz — The Great Martis (@great_martis) March 26, 2025 …
It looks like a bull flag has formed in CDX HY spread. If that's the case, the real fun is about to start. pic.twitter.com/RuFD8oObMP — Michael J. Kramer (@MichaelMOTTCM) March 26, 2025 So far, the “buy the dip” behavior from …
Markets are hanging by a thread, and most don’t see it coming. High-yield corporate bond spreads just spiked 60 basis points in a month—hitting a six-month high. Investment-grade spreads aren’t far behind, climbing to their highest level since September. These …
Scott Bessent on CNBC: “The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox period.” pic.twitter.com/jvWGeFQNCG — unusual_whales (@unusual_whales) March 16, 2025 You gotta love this guy. Finally we …
$SPY first-hour trading volume was notably high, with approximately 24 million shares exchanged. A similar pattern occurred on December 30, 2024, when SPY experienced a gap down at the open, followed by two consecutive green hourly candles, before declining further …