Independent thinking for complex markets and current events
via Careful-Caramel-9409 Every listing says the same thing -updated kitchen, fresh paint, move-in ready -and every time you show up it’s the same story The “updated kitchen” is IKEA cabinets installed crooked over original 1987 plumbing, the “fresh paint” is hiding drywall cracks that shouldn’t exist in a house this age, and the agent called …
In June 2025 active home sellers outnumbered buyers by 508,715, the largest gap tracked since 2013. https://www.thetitlereport.com/articles/redfin-home-sellers-outnumber-buyers-by-record-mar-94558.aspx That translates to about 34 % more sellers than buyers nationwide. https://www.redfin.com/news/sellers-vs-buyers-price-impact Power has flipped. Realtors no longer hold the cards. Many buyers have withdrawn offers. Nearly 15 % of pending deals fell through in June, creating chaos. https://www.redfin.com/news/pending-sales-fall-through-june-2025/ Markets …
Stop staring at stock markets. Focus on the next big things. https://t.co/bumRgRBV62 pic.twitter.com/X5IX2IjsCR — Northstar (@NorthstarCharts) June 20, 2025 We're on the verge of confirming only the 4th capital rotation into gold in history. What follows? Multi-year bull eras in silver, uranium, copper, oil & friends. But there's a catch: the missing ingredient is a …
Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) May 7, 2025 When Powell …
“In the past, luxury brands, and especially foreign brands, have done well in China, but since Covid I see a shift to more domestic brands that offer much better value for money,” he says. “In my sector, we used to see a huge desire for brands like Dyson vacuums and hairdryers. Now domestic brands are …
In Mexico City, more and more residents are watching their taps go dry for hours a day. Even when water does flow, it often comes out dark brown and smells noxious. A former political leader is asking the public to “prioritize essential actions for survival” as the city’s key reservoirs run dry. Meanwhile, 2,000 miles …
If you really think “they” are going to let either Trump or Biden get anywhere near the finish line, wake up folks. There’s something ugly brewing & it’s staring us in the face. pic.twitter.com/p9G5QcSN6U — Vivek Ramaswamy (@VivekGRamaswamy) December 23, 2023
Many business owners in China are facing financial difficulties due to a loss of foreign orders. As revealed by a SME owner, this year saw a downturn in China’s manufacturing sector, with a sudden absence of foreign clients. Domestic sales, which previously served as a fallback in the absence of foreign orders, were also severely …