A hub for independent voices and signals
As said before, rare control is still in place China Ministry of Commerce spokesman: He has no information to provide regarding lifting of export control of rare earth starting on April 4. According to the website of the Ministry of …
$SPY 588 How is Trump supposed to deliver max growth with trillion-dollar investments when rates are still sky-high? The market may be celebrating over-the-counter deals, but let’s be real, who’s paying back these massive loans? Same playbook every time: distract …
This time, it’s not the Fed cutting rates buying us time. It’s Trump rolling back tariffs. And now everyone thinks we’re back to normal. But even before the tariff war began, the economy was already soft. In December 2024, we …
You have to hand it to Trump. Even after the weekend deal, tariffs are still the highest since the 1930s. But because he didn’t nuke the whole economy everything is A-OK. pic.twitter.com/7XrUOtqWsa — Peter Berezin (@PeterBerezinBCA) May 13, 2025 “.. …
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 …
honestly, this is like February 2020 with absolutely no public awareness of what would hit within weeks (bonus – full thread starting Feb 2, 2020 for those who have any interest in watching a profoundly mishandled slow-motion trainwreck day by …
🇷🇺🇺🇦 RUSSIA STRIKES UKRAINE AGAIN—8 INJURED Russian forces launched an attack on Zaporizhia, Ukraine. Regional chief Ivan Fedorov confirmed 8 people were injured in the strike, though further details on the extent of the damage are still emerging. Source: ASTRA …
Breaking: April jobs number: 177k vs 133k expectations. Revisions mehUnemployment stays flat at 4.2%Average hourly earnings +.2% vs +.3% expectations lightYOY +3.8% vs +3.9% exp Bond yields up a bit. Stocks popped some — QE Infinity (@StealthQE4) May 2, 2025 …
On April 29, the GDPNow model nowcast of real GDP growth in Q1 2025 is -2.7%. 👇🏼 pic.twitter.com/VLdYkdKqYr — Kalani o Māui (@MauiBoyMacro) April 29, 2025 "S&P500 still has plenty of room to fall if a recession is inevitable," per …
And rates marginally lower over that 4 week period! I was promised an apocalypse! pic.twitter.com/LI9S16eHje — Glen Evans (@Glen_Evans_01) April 25, 2025
CHINA SLASHES ‘NO-GO’ LIST TO WIN BACK FOREIGN CASH Beijing just cut its investment blacklist from 117 to 106 industries in a fresh attempt to say: “Please invest here, we swear it’s fine.” TV, telecoms, and pharma services got partial …
'A woman is an adult female – the court has made that clear'@Keir_Starmer is asked whether he thinks a trans woman is a woman, after a Supreme Court ruling on the issue last week https://t.co/WymKuGhhxj pic.twitter.com/wYuYl7SSSx — ITVPolitics (@ITVNewsPolitics) April …
We haven’t seen the full effects of the 10% tariffs, the Chinese embargo, or the uncertainty in the economic data. The 25% auto tariffs on Canada and Mexico haven’t kicked in. Canada and the U.S. have a deeply integrated auto …
OOPS! Investors haven’t been this bearish in 30yrs, BofA poll shows. 82% of fund managers expect the global economy to weaken, and a record number intend to reduce exposure to US equities. BUT “peak fear” is not yet reflected in …
Friendly reminder: U.S. markets remain extremely negative in terms of sentiment across multiple indicators — which, from a contrarian perspective, is typically bullish. However, equity allocations are still relatively high, highlighting a clear disconnect between positioning and sentiment. On top …
🚨Trump isn’t scheduled to speak to the press today, but he may comment on China’s retaliation around 10:50 AM when he's departing the White House. There’s also a press briefing at 1 PM, where we might get more clarity on …
Speaker Mike Johnson told Republican holdouts on the party’s crucial budget plan in a private meeting Wednesday night that they could oust him from the speakership if he doesn’t follow through with his fiscal promises, according to three people with …
Don’t think we’re anywhere near out of the woods yet. CITI’S ANDY SIEG: “DON’T BUY THE DIP” Despite Thursday’s relief rally after Trump paused some tariff hikes, Citi’s Global Wealth head Andy Sieg is urging caution even though “peak shock” …
BREAKING: US stock market futures extend declines with the S&P 500 now down -100 points. pic.twitter.com/eG01CX8SY0 — The Kobeissi Letter (@KobeissiLetter) April 10, 2025 Bloomberg comes out bearish on the Trump walk back. Average effective tariff rates are now 24% …
Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. pic.twitter.com/AZa9egjraK — Peter Berezin (@PeterBerezinBCA) April 9, 2025 Let me get this straight, every other country said they were willing to negotiate with …
Georgia House Democrats staged a walkout at the Georgia State Capitol Wednesday, leaving the chamber in protest as lawmakers debated a bill that would end taxpayer-funded sex change surgeries for state prison inmates. The walkout occurred amidst a heated debate …
🚨🇺🇸TRUMP CONSIDERS IRAN’S OFFER FOR INDIRECT NUCLEAR TALKS—MILITARY OPTIONS STILL ON THE TABLE The White House is seriously weighing Iran’s proposal for indirect nuclear negotiations, with Oman likely to mediate. While Trump prefers direct talks, he remains open to… https://t.co/6lWzfdF3kL …
PRESIDENT TRUMP’S LIBERATION DAY SCHEDULE – APRIL 2, 2025 Advancing American Prosperity Through Strategic Trade Policy 🔸 9:00 AM ET: President Trump convenes with his expert trade council to finalize the transformative tariff initiative. 🔸 11:30 AM ET: Press Secretary …
Pay attention to the fine print. @AGPamBondi @USAEdMartin @elonmusk pic.twitter.com/wXN6g4c5pn — KrisNVnmiP (@SophieMae1022) March 31, 2025
🇺🇸🇪🇺 JD VANCE WAS RIGHT: EUROPE CRACKS DOWN ON POLITICAL OPPONENTS Marine Le Pen getting sentenced to 4 years in prison makes JD Vance’s CPAC speech in February sound more like a warning than a hot take. VP Vance: “Germany's …
This is insane. 50% of Gen Z and Millennials are still on their parent’s payroll. The average person is getting $18,000 from mom and dad 🤯 pic.twitter.com/3NPvSrorpu — Anthony Pompliano 🌪 (@APompliano) March 31, 2025 62% of Americans could come …
BREAKING: 50% of COMEX Eligible Gold is still not Eligible as deliverable supply, says COMEX operator CME on 9 December 2024. Deliverable supply of gold according to COMEX and CME = Registered + 50% of Eligible Which means that there …
Saylor’s cattle waiting for 50 million 😂😅 Meanwhile … pic.twitter.com/F6O8QKztVN — The Great Martis (@great_martis) March 28, 2025 Bitcoin maximalists silent as GameStop’s stock plummets -28% after Bitcoin investment Yesterday, Bitcoin maximalists were touting GameStop’s Bitcoin investment as a catalyst …
Bulls, if you watch a movie the first time and say no one knows what will happen, you sound wise. If you watch the same movie the second time, and say no one knows what will happen, then you need …
