Independent thinking for complex markets and current events
Job cuts in the U.S. have topped 806,383 so far in 2025, the highest January‑through‑July total since 2020. Tech, retail and government sectors lead the wave. “We are seeing the Federal budget cuts implemented by DOGE impact non‑profits and healthcare in addition to the government. AI was cited for over 10,000 cuts last month, and tariff …
Something just happened over the suth pole then again it is known for weird things… Big dip and spike afterwards of cosmic rays at south pole station Btw the anomaly in comsic rays is ongoing: The anomaly in cosmic ray angle is still ongoing. h/t Kenshiro
Taxpayers are funding leftist radicals ($34 million) using tire spikes to stop ICE. BREAKING: Border Patrol releases names & photos of suspects accused of using devices to spike their vehicles in LA today. The suspects were in possession of a tote bag w/ CHIRLA branding on it that had more spikes in it. CHIRLA is …
Copper traders are racing against the clock to move inventory into the United States before August 1, when a 50% tariff on copper imports takes effect. President Trump confirmed the decision on July 9, citing national security concerns. The tariff applies across the board, with no exemptions announced for origin or product type. The U.S. …
JPM typically rolls their quarterly collars between 12–2 PM, so if you see a spike in vol during that window, that’s probably the reason. — TT3 (@TradingThomas3) June 30, 2025 first, the fund itself. the giant SPX put spread collar that's bought at the end of every quarter comes from JHEQX- JP Morgan's Hedged Equity …
TLDR: The dot-com era saw explosive stock gains from 1995 to 1999, with almost everything going up Examples like CYBR and JDSU skyrocketed despite weak fundamentals The crash began on March 24, 2000, and $QQQ didn’t recover its ATH until 2014 The user kept buying the dip and dollar-cost averaging, which led to major losses …
Remarkable chart. Spending on computer equipment just made its largest contribution to GDP on record in the most recent quarter. Unlike the steady buildup we saw in the 1990s, this time we’re seeing a sharp, sudden surge. I don't think the world is prepared for the surge in… pic.twitter.com/oe8pzP6CuB — Otavio (Tavi) Costa (@TaviCosta) May …
Gold deliveries have surged by 800%, signaling a major shift in global financial positioning. Institutional buyers, central banks, and sovereign wealth funds are rapidly accumulating physical gold, moving away from paper assets. This is not speculation. It is preparation for a financial reset that only the elite seem to anticipate. The COMEX, traditionally a speculative …
For Chris Metcalfe, chief investment officer at Kingswood Group’s IBOSS, an allocation to global emerging markets debt “makes absolute sense.” “Yes, US bonds have a more attractive starting yield than they had previously, but the reasons for that increasing yield remain and in the last few hours have become more acute,” he said. “The move …
The House has narrowly passed a sweeping Republican-backed spending bill, marking one of the most significant fiscal moves in recent history. The legislation, championed by President Trump and Speaker Mike Johnson, extends the 2017 tax cuts, injects billions into defense and border security, and slashes funding for Medicaid and clean energy programs. The bill’s passage …
The 20-year U.S. Treasury bond auction took place today, May 21, 2025, and the results were troubling. Investors showed weak demand, forcing yields higher and triggering a broad selloff in financial markets. The 20-year yield surged to 5.047%, up from 4.810% in the previous auction, signaling growing concerns about the government’s ability to finance its …
🚨USA Cancer Treatment Expenditures Adjusted for Med Svc Inflation/Pricing (Constant $) Up 22.5% over old trend$41.4 billion in new cancer treatment costs per year Inflection date = June 2022Old Trend = 0.22% CAGR (real growth)Novel Trend = 2.6% CAGR (real growth) pic.twitter.com/xWzBW8uZ1n — Ethical Skeptic ☀ (@EthicalSkeptic) May 15, 2025 By age group (Panels 1 …
Total household debt just hit a record $18.2T, up $167B in Q1. This isn’t prosperity. It’s survival—fueled by credit. Households aren’t thriving. They’re borrowing just to stay afloat. pic.twitter.com/jvqIHKvews — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) May 14, 2025 Total household debt increased by $167 billion in Q1 2025, to $18.20 trillion pic.twitter.com/FQSWotqNKD — Amanda Goodall …
Electricity in Spain is up 450% . Spaniards had to live with the consequences of a 12h blackout. And now, we have to pay for it. This is ridiculous. — Ada Lluch (@AdaLluch) May 1, 2025 After the blackout in Spain that lasted throughout Monday and a big part of Tuesday morning in some areas, …
🇺🇸⚡️- DownDetector shows a massive spike in outages reported among all major payment processors, banks, and card companies, including Visa, Wells Fargo, First National Bank, Discover, CashApp, and more. https://t.co/aFBawTDo2H pic.twitter.com/I6SR4QvZzO — Rerum Novarum // Intel, Breaking News, and Alerts (@officialrnintel) April 30, 2025
The next crisis won’t look anything like 2008. That’s what makes it so dangerous. Back in 2008, the signs were clear. There was an obvious housing crisis and a collapse in banking. This time, it’s much more insidious, creeping into different sectors in ways most people don’t notice. Right now, 4.3 million Americans have been …
Powell isn't wrong: If you think hiring is stable, think again – There is a 32% INCREASE in mid-term unemployment and that was just in Feb. It's taking longer and longer to get a job. More people are inching toward long-term unemployment, and the market isn’t absorbing them… https://t.co/VKIuWJAtag pic.twitter.com/hmN1UbZyzt — Amanda Goodall (@thejobchick) April …
Bank of America recommends to sell the rip 🍀 — TT3 (@TradingThomas3) April 11, 2025 BLACKROCK CEO LARRY FINK SAYS WE ARE GOING TO HAVE MUCH GREATER EMBEDDED INFLATION IN THIS COUNTRY – CNBC — First Squawk (@FirstSquawk) April 11, 2025 Inflation expectations remain well anchored… lol pic.twitter.com/P5obSDFctd — Michael J. Kramer (@MichaelMOTTCM) April 11, …
New data from Redfin shows that housing inventory in Florida just hit the highest level on record going back to 2012. It’s likely that we’re now at the highest level of inventory back to 2008.
Demand meet supply. https://t.co/9ISi7E3g6B pic.twitter.com/RbuyDgeXVA — Mr.Awsumb (@MrAwsumb) February 14, 2025 via WSJ: An uptick in December delistings is the latest sign of dysfunction in America’s housing market. Nearly 73,000 homes were pulled from sale after they failed to find a buyer in the final month of last year, data from real-estate analytics firm CoreLogic …
by Tom McClellan Bitcoin is the modern era’s #1 speculative trading asset. But the public mood waxes and wanes concerning enthusiasm toward Bitcoin, just like any other type of speculative vehicle. There is nothing like seeing Bitcoin prices zooming up to new all time highs to get everyone excited, and that excitement shows up in …
It’s more expensive than ever to rent. In fact, rents were unaffordable in 2024 for almost 25 million households in the United States, an all-time high, according to a report on America’s Rental Housing by the Joint Center for Housing Studies of Harvard University released this month. The most astonishing finding highlighted by analysts in …
The Centers for Disease Control and Prevention is currently monitoring reports of a spike in human metapneumovirus (HMPV) in China, as the US sees an increase in such cases. The CDC said it was aware of increasing HMPV cases in northern China following reports from Beijing-run media confirming positivity rates have risen significantly among children …
Remember how I warned you all that after the election, we'd suddenly start getting "surprise" and "unexpected" downward revisions on all of the allegedly glowing economic numbers? 😎 Now watch corporate earnings and forward estimates revise down. — Uncle Milty’s Ghost (@his_eminence_j) December 30, 2024 PAY ATTENTION. Warning signs are EVERYWHERE. https://t.co/BiwXM5MWdj — Uncle Milty’s …
If I add in Cary and Durham into the search there’s 19,000+ units for rent in the region. I can’t recall seeing the rental market this flooded before. I’m curious about other cities h/t IDontKnow_JackSchitt
This is concerning: Auto loan early delinquency rates jumped to 8.12% in Q3 2024, the highest in 13 years. Serious delinquency rates surged to 2.90%, also the highest in 14 years. 90+ day delinquencies are now just 58 basis points below the record levels seen in 2009. In 2024, auto loan delinquencies have risen at …
https://twitter.com/DefiyantlyFree/status/1857264348210557058 The Inflation Reduction Act (IRA), touted as a win for lowering inflation and reducing healthcare costs, has ignited backlash for diverting nearly $260 billion in projected Medicare savings to fund green initiatives and subsidies. Critics argue this decision undermines seniors’ benefits, potentially leading to increased premiums. Ron Fitzwater, CEO of the Missouri Pharmacy Association, …
MH issue not physical issue Pennsylvania Since the election results have named Donald J. Trump the nation’s 47th president, an uptick in trans and queer youth around the nation, and across the Commonwealth reaching out to local hotlines and services Executive director of the Project with branches across Pennsylvania, Corrine Goodwin shared that the number …
Investors are literally selling #Bitcoin to buy #gold as geopolitical tensions spike. pic.twitter.com/ib7c38K75K — jeroen blokland (@jsblokland) October 1, 2024 https://twitter.com/TradingCopter/status/1841189454545109274 #Gold is still on the rise. Gold typically will see a rise when there is economic uncertainty and interest rates are decreasing. Will #Bitcoin match the same pattern as 2019-2020 (opposite of Gold)? Or …
Every 4 years, the VIX spikes about 2-3 weeks before the election! It has never failed in the last 3 elections!I buy a volatility Proshares Etf usually within that range, and sell it either on the Friday before or next Monday! Beware of a false start now… — Bridge Founders (@PBridgeFounders) September 26, 2024 Pice …