Independent thinking for complex markets and current events
https://twitter.com/NickWoolos/status/1972016644722774186 I have been telling this to many “expert analysts” since long ago, at that time they laughed at me. Now they aren’t laughing anymore since they are realising how ChatGPT and many similar LLMs are nothing more than Google Search 2.0 (and far from “intelligent”) https://t.co/0FuWaM2BuB — JustDario 🏊♂️ (@DarioCpx) September 28, 2025 They …
JUST IN 🚨: Japan 10-Year Bond Yield hits highest level since the Global Financial Crisis 🤯👀 pic.twitter.com/tYCu25ZL7R — Barchart (@Barchart) September 26, 2025 Bitcoin Major trend breach. This not good.This very bad. pic.twitter.com/zdp0u6thRk — The Great Martis (@great_martis) September 26, 2025
PCE 0.3% MoM, Exp. 0.3% PCE 2.7% YoY, Exp. 2.7% PCE Core 0.2% MoM, Exp. 0.2% PCE Core 2.9% YoY, Exp. 2.9% But the trend is one – inflation goes UP pic.twitter.com/TmrXCFoc3C — Data Driven Stocks (@stockdatamarket) September 26, 2025 The Fed has to keep cutting rates. The cost of borrowing is far too high …
Gold Hits New Record High As China Moves To De-Westernize Global Bullion Market https://t.co/m4wGHLAMlX — zerohedge (@zerohedge) September 23, 2025 The Gold rally has accelerated since August and delivered a +12% return over the past month – 98th percentile for monthly returns since 1980 – supported by rising futures positioning and ETF inflows, as well …
So many indicators all pointing in one direction. pic.twitter.com/Mb0acTBoQp — Alan Boyce (@AlanBoyce47) September 23, 2025 so are business and professional services.. pic.twitter.com/LVp0SPEILF — Gavin Campbell (@steelbridgecap) September 24, 2025 The layoffs are coming.They know it. “We are at serious risk of already being behind the curve in addressing deteriorating labor market conditions. Should these …
He said the market is high. https://twitter.com/fiatmoneysucks/status/1970640552535441662 Gold is at all time highs Money market assets are at all time highs Stocks are at all time highs Housing prices at all time highs This isn’t an everything bubble This is an everyone has too much money bubble — Ben Carlson (@awealthofcs) September 23, 2025 JEROME …
The second the U.S. went off the Gold Standard, workers have gotten their wealth stolen from them via suppressed wage growth byu/RobertBartus inEconomyCharts Home prices need to fall -40% or incomes need to rise +60% just to return the housing market to 2019 levels. Generational crisis. pic.twitter.com/wFkvoKjUhL — Spencer Hakimian (@SpencerHakimian) September 22, 2025
Authored by Mike Shedlock via mishtalk, The saga of the bifurcated economy continues. Gen Z getting hammered. Credit Scores Plunge Trump says the economy is booming. But FICO notes credit scores are down for the second year. . CNN comments Credit scores drop at fastest pace since the Great Recession The national average FICO score dropped …
Rent vs Wage Growth Data: “Since 2000, housing costs have been rising faster than median household income. Inflation-adjusted rents have grown steadily, to more than 20 percent above their 2000 level. Inflation-adjusted prices for single-family homes have grown even faster… In contrast, inflation-adjusted median household income barely rose over the whole time period.” Source: https://home.treasury.gov/news/featured-stories/rent-house-prices-and-demographics …
🚨BREAKING New report: poverty and food insecurity in Canada jumps FORTY percent since 2023 …some Canadians are going FULL DAYS without eating. The solutions? All taxpayer funded! Communism is coming. pic.twitter.com/Vmqn2PhAJV — Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) September 17, 2025 Canada Real Estate Insanity A Hamilton home purchased in 2021 just sold for a 52% loss. 2009 …
Most buyers since COVID couldn’t afford the house just like 2008. Especially with mortgage rates where they are. https://t.co/I9OLqLUANX — QE Infinity (@StealthQE4) September 16, 2025 It would take a heart of stone to read about these F*cked Borrowers who can't sell their overpriced houses, & not laugh byu/Boo_Randy_II inHouseBuyers Markets don't seem to have …
Retail might be strong today, but underlying generational debt pressures and stagnant wages signal that this trend cannot sustain for more than a few quarters without breaking. "Gen Z and millennials are delaying traditional milestones like marriage, homeownership, and parenthood due to high housing costs and stagnant wages," per FORTUNE — unusual_whales (@unusual_whales) September 16, …
by confoundedinterest17 Under The Federal Reserve, the purchasing power of the US Dollar has declined -97% since the establishment of The Federal Reserve in 1913. It is the House of the Dying Dollar. Under The Federal Reserve, the purchasing power of the US Dollar has declined -97% since the establishment of The Federal Reserve in 1913. …
by confoundedinterest17 US housing is simply unaffordable! Mortgage rates remain elevated since the Biden Administration took control in 2021. Although under Trump, the rise in the 30-year mortgage rate has slowed. But the 30-year mortgage rate is up 126% since the beginning of 2021 and the “Joe The Boss” Biden administration. Mortgage originations at large banks …
Promise made, promise broken. Food-at-home rose 0.6% from July to Aug—the biggest month-over-month increase since Aug '22. Meats, poultry, fish, and eggs rose 5.6%. Whatever growth Trump claims from his insane trade wars, it's us, everyday Americans, who are paying the price. pic.twitter.com/Q1XIJaFYxb — Ryan Crosswell (@Ryan_Crosswell) September 12, 2025
Jobless Claims since Liberation Day. Getting uglier and uglier by the day. pic.twitter.com/IVG4kLtcvz — Spencer Hakimian (@SpencerHakimian) September 11, 2025 Initial jobless claims soared to 263,000 last week, the highest level in nearly four years. When does the “golden age” begin? pic.twitter.com/K29sYFDxCY — Republicans against Trump (@RpsAgainstTrump) September 11, 2025 Despite Trump claiming that the …
Millions of families barely holding on while the system pretends everything is fine. Everybody is broke pic.twitter.com/lcsv6CXQvF — 🏴☠️ (@calvinfroedge) September 10, 2025 ⚠️THERE WE GO: The US economy has now more unemployed people than job openings for the first time since April 2021. Job openings fell -176,000 in July, to 7.12 million, the 2nd-lowest …
NATO did not act immediately. There was no formal Article 5, no joint statement. Poland could not wait. The drones were Shahed-136s, designed to explode on impact. Warsaw treated them as a real threat and struck first. The hesitation from the alliance shows how dangerous it is to wait. This was the first time a …
The global food system is fraying at every seam. August 2025 did not deliver a seasonal blip or a temporary disruption. It revealed a continental-scale unraveling of protein supply, visible to anyone paying attention. Meat prices have surged another 10 percent this year, sending the FAO’s meat price index to an all-time high https://guyanachronicle.com/2025/09/06/fao-food-price-index-virtually-unchanged-in-august. The …
I honestly can’t believe how clueless the market is. We’re on the edge of a full-blown depression and it’s still acting like it’s 1999. Inflation is gone, the next 12 months will be nothing but deflation. We've been in a recession since 2024, they've just been hiding it. Credit card delinquencies are already as high …
Dow Theory Crash Indicator: Every single major crash over the last 100 years had the exact same setup: DJIA hit a new high, but the transports failed to do the same (1929, 1937, 1966-1975, 1987, 2000, 2007, 2020). And when transports fail to confirm the DJIA high, the wheels come off the equity bus and …
The US now has more unemployed people than job openings for the first time since April 2021. pic.twitter.com/D82jmvYP4L — *Walter Bloomberg (@DeItaone) September 3, 2025 “The number of job openings fell to 8.8 million in July, the lowest level since March 2021. Meanwhile, the number of unemployed people rose to 6.4 million.” https://www.cnbc.com/2025/09/01/job-openings-fall-to-lowest-level-since-2021.html Two numbers. …
The UK has no choice but to start cutting its welfare bill, this could happen here in the US. The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices to raise revenues. Yields on 30-year gilts have reached their highest levels since 1998. (1 …
https://twitter.com/rev_cap/status/1962197481111834696 Housing *does* need help, but totally agree if they cut FFR it’ll just make things worse Since cutting cycle of 100bps last sept, 30Y UP 100bps Eventually I also think they try another George W Bush type program (when the rate cuts don’t work)https://t.co/42buOXff4f — Robert (infra 🏛️⌛️) (@infraa_) September 1, 2025 We’re now …
by Michael Is the fact that large companies are filing for bankruptcy at the fastest pace in 15 years a good sign for the economy or a bad sign for the economy? I don’t even have to answer that question because all of you already know the answer. And as you will see below, other types …
Watch closely when #VIX specs short $VIX in size as the $markets are rising. Previous two episodes of large VIX selling over the past year ended with the $SPX correcting… and this time the VIX action has been extreme.h/t @themarketear pic.twitter.com/SHZw8BZPzz — Lance Roberts (@LanceRoberts) August 27, 2025 The 2-10 curve is at its steepest …
Are U.S. Treasuries finally as risky as stocks? First, what is a Treasury? When you buy a U.S. Treasury bond, you’re lending money to the government. They promise to pay you interest (called a coupon) and then return your money when the bond matures. Safe, right? Except prices can swing if yields change. — StockMarket.News …
There’s nothing biased about labeling this the biggest bubble in US equity & housing history – it’s called the reality. Bubbles are rarely linear. — Don Johnson (@DonMiami3) August 24, 2025 Housing market weakness triggers Lennar to offer biggest incentives since 2009#RESights #MacroEdge — MacroEdge RESights (@RESightsbyME) August 24, 2025 July 2025 saw the second …
A SINGLE TRANSISTOR UNDER THE MICROSCOPE That insane zoomed-in video? It reveals one lonely CPU transistor, the building block of every chip. Transistors are crafted using photolithography, where ultraviolet light etches microscopic patterns into silicon, repeated hundreds to thousands of times to build a full CPU. Only one company on Earth makes these machines: ASML, …
