Independent thinking for complex markets and current events
by Michael All of a sudden, the giant rock that we all live on is starting to go a bit nuts. Unusual volcanic activity is happening all over the globe, but the “experts” are assuring us that there is nothing to be concerned about. But could it be possible that they are wrong? After you …
Good Morning Everyone! China dumps U.S. stocks and bonds! The most in FOUR years. Over $21.2B SOLD in August Mostly treasuries and bonds, but wait… China also UNLOADS a record $5.1B in U.S stocks Their U.S treasury holdings now the lowest since 2009😲 pic.twitter.com/05Xy6NK8I8 — Genevieve Roch-Decter, CFA (@GRDecter) October 19, 2023 Lowest holdings since …
Permanent job losses have been on the rise A spike in this metric has sysmtematically led to a recession Current rate of increase is comparable to: – Dot Com bubble– Financial Crisis– Pandemic All three instances experienced significant economic downturns, Resulting in… pic.twitter.com/yB2EPvxOV6 — Bravos Research (@bravosresearch) October 18, 2023 60bps away from starting our …
Searches for "Can't pay credit card" hitting all time highs pic.twitter.com/s7hkSebIq2 — Darth Powell (@VladTheInflator) October 15, 2023 Credit card spending is finally starting to collapse… pic.twitter.com/XaMDwzyEIc — Bravos Research (@bravosresearch) October 16, 2023 Parallels of 2018 keep flashing red. Back then US retail spending collapsed in November and December causing a #recession scare. Chart …
🚨 This is How Global Collateral Markets are Starting to Freeze Right Now.🚨 https://t.co/KslI7M4UA3 pic.twitter.com/5ZnpfCvhuJ — Jeffrey P. Snider (@JeffSnider_EDU) October 12, 2023 Huge divergence. Looking like a US Treasury or bond bear market similar to 1940s or 1970s like @LynAldenContact @LukeGromen & Tavi have been predicting for awhile. 10 year US Treasury is the …
via Jeffrey P. Snider Euro$ Collateral System is flashing red alarms, and it’s time to pay attention. Japanese govt bills are the epicenter, but this issue runs deeper. Brace yourself, because the global collateral system, which is vital for the financial world, is sputtering. Collateral isn’t just about USTs;; it’s about a complex web of …
The significant decline in the market value of Treasury notes, bonds, and mortgage-backed securities, which make up over 80% of the Federal Reserve’s balance sheet, could potentially reduce the Fed’s assets by about $1 trillion, surpassing the impact of their QT policy. This would essentially bring their balance sheet back to 2020 levels, indicating the …
Former President Jimmy Carter and his wife, Rosalynn Carter, made a surprise appearance in their Georgia hometown on Saturday — having largely retreated from the spotlight amid health challenges. The Carters went to the Plains Peanut Festival in what seems to have been their first outing since the announcement seven months ago that Jimmy Carter …
U.S. will again offer free at-home Covid tests starting THIS MONDAY * The Biden administration said it will resume offering free at-home Covid tests to American households Monday as the virus gains a stronger foothold nationwide. * Americans will soon be able to use COVIDtests.gov to request four free tests, the administration said in a …
It’s obvious. The same guy they lied to protect for 5 years, now they are turning on him. He’s not going to be 2024 candidate. They know the cheat will not be believed with him at the head. I don’t think they can sell fake black turnout for Newsome. Kamala is a failure. Mike Obama …
Quebec RCMP have arrested a 37-year-old man from Chibougamau after a “meticulous investigation” into the devastating forest fires that ravaged the province’s north earlier this summer. https://thecountersignal.com/quebec-man-arrested-for-starting-multiple-wildfires/
New York CNN — Walmart, America’s largest private employer, is paying some new hires less than it would have earlier in the year in a sign of a cooling labor market. Walmart reduced starting pay by about $1 for new hires who prepare online orders for curbside pickup or delivery to customers’ homes, and those …
12Z GFS has a surface low forming near Panama in 120 hrs It is generally accepted that if anything shows under 144 hrs, its likely to be real. At this point, has it traveling north over Cuba and slamming the Florida Gulf coast. https://www.tropicaltidbits.com/analysis/models/?model=gfs®ion=watl&pkg=mslp_pcpn&runtime=2023081812&fh=6 I am sure track and intensity will vary on future runs …
🚨BREAKING: Biden to travel to Lake Tahoe, Nevada for A WEEK this Friday while utterly ignoring hundreds of dead Americans in Maui — Benny Johnson (@bennyjohnson) August 14, 2023 pic.twitter.com/UsQc3oh3pE — I Meme Therefore I Am 🇺🇸 (@ImMeme0) August 14, 2023 This is the face of an evil, old, beleaguered man smirking, sun-tanning, and fiddling …
Starting to see massive layoffs in Pharma. Bristol Meyers Squibb just gutted their salesforce yesterday. Many others cutting too. Novartis etc. — QE Infinity (@StealthQE4) August 4, 2023 Yeah but access is way down post COVID. Sales forces are gonna shrink. Territories will increase in size. Too many reps in this new world. — QE …
The situation in New York is starting to look apocalyptic. pic.twitter.com/OfXvRHpVwp — Ben Kew (@ben_kew) August 2, 2023
Pushing their agenda using advertising on buses https://twitter.com/_/status/1682742506830667777 h/t MonkeyWrangler
Evergrande Creditors Seized a $1.6 Billion Tower They Can’t Sell (then it’s not worth $1.6B any more) (Bloomberg) — Nothing symbolizes the demise of China Evergrande Group like the Hong Kong tower that it bought for a record $1.6 billion. Once a jewel in the developer’s crown, creditors are still trying to sell the building …
I guess they no longer need to turn on your phone camera or location to keep track of you… They can now do it using 5G cell towers and wifi routers… and ping your vaxxinated ass to see what you’re doing. and the cameras are everywhere also stupid people put RING cameras on their doors! …
by Michael Have you noticed that we are being hit by an endless series of weather emergencies? Here in the middle of 2023, farms in the Midwest are being devastated by a seemingly endless drought, massive dust storms are happening as far north as Illinois, residents of Vermont just experienced the worst flooding that they have …
by Michael We never seem to learn. Over a decade ago, our leaders created the biggest housing bubble of all time, and when it finally burst the entire globe experienced great financial pain. So did they learn from their mistakes and fix the system? No, instead they just created an even bigger housing bubble. Now …
by Simian_Stacker The Fed’s balance sheet is right back where it was before the regional banks blew up.
Its not just the #Fed… World Central Banks starting to add #liquidity See our latest liquidity heatmap pic.twitter.com/ryLxnyE4Sp — CrossBorder Capital/ GLIndexes (@crossbordercap) June 20, 2023 Corporate Insiders are selling heavily into the stock market rally over the last 2 months pic.twitter.com/bwBupLJWuh — Barchart (@Barchart) June 20, 2023 Credit card debt is now less than …
by DesmondMilesDant If Powell delivers a soft landing. Not sure you know but disinflation is ending next month after 3.1% headline CPI and then its either R.T.S. or D.D.S.
via washingtonexaminer: During a 1990 Senate race, in which there was pressure on Michael Jordan to endorse a certain candidate, he refrained from doing so, famously saying, “Republicans buy sneakers, too.” The basic message of this quote was true then and is true now. Unfortunately, in recent years, some companies seem to have forgotten this, …
Saudi Arabia Plans To Cut Oil Production Again After No ‘Consequences’ From Biden. “The move comes almost one year after President Joe Biden’s trip to Saudi Arabia, during which he fist-bumped autocratic Crown Prince Mohammed bin Salman, prompting widespread criticism. Despite Biden’s visit, the Saudi-led Organization of Petroleum Exporting Countries (OPEC) in October announced a production …
Authored by Simon Black, sovereignman In the late summer of 408 AD, a barbarian army under the command of Alaric, king of the Visigoths, set out on a leisurely march across the Italian countryside towards the city of Rome… so that he could burn it to the ground. Alaric had been promised money by the …