Independent thinking for complex markets and current events
Since Liberation Day, the wave of tariffs and revisions to tariffs have confused many – and scammers are cashing in. From fake fees to false tax agents, here’s how fraudsters are targeting Americans – and how to protect yourself… By Peter Reagan Most people, thankfully, are inherently honest. They aren’t looking to pull one over on …
Bank of America’s sitting on $700B in bonds bought at 1% yields in 2020. Those bonds are down ~40%, hiding $100B in losses. Meanwhile, the Treasury needs to refinance $9T and issue $2.5T in new debt this year. Foreign buyers like China are dumping Treasuries for gold. If Trump disrupts this debt recycling, we’re staring …
SAUDI ARABIA GOES FULL MAD MAX AS MASSIVE DUST STORM HITS Al Qassim – about 250 miles northwest of Riyadh – got absolutely swallowed by a giant dust storm…think apocalypse vibes, but with more sand and zero heads-up. It got so dark, it looked like someone hit the lights, and trees were getting knocked over …
On the afternoon of May 4, 2025, the city of Guangzhou was suddenly thrown into chaos by an unexpected bout of severe convective weather. What began as a sunny day quickly turned into a dramatic weather event, with egg-sized hail, violent thunderstorms, and fierce winds battering multiple districts.
It's all about Japan now. pic.twitter.com/k6qEvqWrY7 — Guilherme Tavares (@i3_invest) April 17, 2025 Japan's Ministry of Finance admits they sold foreign bonds during the market turmoil last week https://t.co/oaPYAF8vEX — Financelot (@FinanceLancelot) April 17, 2025 Japan's Bond Market is Flashing a Serious Warning Japan's government bond yields dropped sharply today, marking another critical signal that …
A massive solar storm due to hit Earth today could cause radio blackouts and power grid disruptions. Officials are tracking a powerful burst of solar plasma and magnetic fields, which made impact Tuesday and continues to affect our planet. The G3 geomagnetic storm could interfere with power grid operations in the Mid-Atlantic, Northeast, and Midwest …
by MonetaryCommentary It’s extremely rare for #stocks and #bonds to both slump at the same time. On a quarterly basis, you’ve only seen about nine such episodes since 1990; and on an annual basis, it’s happened only twice (1931 and 1969, with a near‑miss in 2018). Well, this episode is happening now, in a “perfect storm” …
by Michael Four months of rain is about to fall in five days in some areas in the middle of the country. We are being told that an atmospheric river will produce a “firehose of moisture” that is expected to dump 76 trillion gallons of water on the heartland of America over the next week. This is perfectly …
🚨BREAKING: Short-Term Yield 📈: Financial Stress? A sharp 📈 in 3& 6-month yields signal financial strains, similar to the 2019 repo crisis causes: •Liquidity Strains: Banks/hedge funds may face overnight funding pressures •Hedge Fund Stress: Losses or margin calls driving pic.twitter.com/HvkMtQ7zzE — The Coastal Journal (@1CoastalJournal) April 1, 2025 Why are the 3 and 6 …
by confoundedinterest17 I call this the house latitudes. Horse latitudes is a belt of calm air and sea occurring in both the northern and southern hemispheres between the trade winds and the westerlies. And when the ships motion stalled, the crews would jetison their cargo of horses to the delight of sharks! So, we are in state of HOUSE latitudes …
As the debt continues to mount and delinquency rates rise, the tension in the financial landscape becomes unbearable. The rapid rise in margin debt, combined with the surging subprime auto loan delinquencies, signals a precarious tipping point for the economy. Margin Debt is now at the highest level since December 2021 and up 28.3% YoY. …
A historical winter storm brought rare heavy snow to the gulf coast. Houston started things off late Monday/early Tuesday with mixed precipitation causing slick roads. Heavier snow began moving into the Beaumont to Lake Charles area a few hours later. Numerous accidents occurred with roads becoming quite treacherous. Heavy snow accumulation occurred even right up …
Update on the winter storm that is impacting the country. Warnings are expanding as active weather continues.
Live tornado outbreak potential from central Louisiana into western Mississippi as a blizzard and ice storm rages on the cold side of the system from Kansas to Kentucky. This is live storm chasing mode from Team Dominator. Please Please Please do not track down (stalk), or even follow our chasers (physically…please do follow on socials!). …
Heavy snow, sleet, and freezing rain will cause major problems this weekend and early next week. Severe weather and tornadoes are possible on Sunday across the south. Another winter storm is possible toward the end of next week further south. ARCTIC OUTBREAKS TO FREEZE 250 MILLION IN COLDEST JANUARY SINCE 2011 (Newsweek) The United States …
by confoundedinterest17 We are all riders on the Biden housing storm. Existing-home sales have finally started to improve on a seasonally adjusted basis after a three-year decline. Cause? Raging home prices combined with higher than normal mortgage rates. Home prices are up 35.4% under Biden while conforming 30Y mortgage rates are up 148%.
China 10 yr continues to fall. Looks like 1% in acting as a magnet. It’s now firmly below 1.7%. At what yield will the Japanese 10 yr be higher than its Chinese counter part. Historic times. 👇 pic.twitter.com/R3CMPavOwn — James E. Thorne (@DrJStrategy) December 31, 2024
An official plan for what to do if space weather hits New Zealand, and damages critical power and communications infrastructure, has been unveiled by the National Emergency Management Agency (NEMA). Space weather refers to events beyond Earth’s atmosphere. The primary source is the sun, with disturbances coming in the form of solar flares, coronal mass …
Hackers are using artificial intelligence to mine unprecedented troves of personal information dumped online in the past year, along with unregulated commercial databases, to trick American consumers and even sophisticated professionals into giving up control of bank and corporate accounts. Armed with sensitive health information, calling records and hundreds of millions of Social Security numbers, …
BREAKING: British Stormshadow cruise missiles start hitting Russian and North Korean soldiers in the Kursk region of Russia. This video shows Russian soldiers taking cover in an apartment as the British missiles fired by Ukraine start hitting targets near them. 🇺🇦🇬🇧🇷🇺🇰🇵 pic.twitter.com/3fPmov1SOV — Visegrád 24 (@visegrad24) November 20, 2024 BREAKING: Reports of Ukraine firing up …
Many commercial real estate (CRE) loans are set to mature in 2025 and 2026, requiring refinancing for loans that were underwritten when interest rates were at historic lows in 2020 and 2021. As interest rates have significantly increased, the current landscape presents a daunting challenge for refinancing. This situation has raised alarms about the preparedness …
from Kerry Lutz’s Financial Survival Network Kerry and David Stryzewski (also found here) engaged in a comprehensive discussion about the looming economic crisis, likening it to an approaching hurricane that society is unprepared for, particularly in light of high credit card debt and dwindling savings among the American public. Stryzewski criticized the Federal Reserve’s recent interest rate cut, expressing …
Florida could see another hurricane in the next week as tropical storm ‘Nadine’ moves through the Atlantic. The National Hurricane Center (NHC) issued an update Monday at 8am ET that showed the storm had a 50 percent chance of becoming a hurricane, but increased the odds at 2pm ET to 60 percent. Meteorologists said that …
NOAA’s Space Weather Prediction Center (SWPC) warned Wednseday that a super fast Earth-facing coronal mass ejection (CME) erupted from the sun at a speed of 1200 to 1300 km/s and would spark a severe (G4) geomagnetic storm on Thursday, potentially disrupting critical assets on the grid that are crucial for powering modern society. Solar flares …
BREAKING: The storm surge for Hurricane Milton is expected to be 15 feet. To give you an idea of how deadly this is, here's what 9 feet looks like:pic.twitter.com/0SxfrA9XK3 https://t.co/56ZLtpOIbi — Financelot (@FinanceLancelot) October 8, 2024 There are areas of traffic jams but overall it doesn't look too bad. Hopefully there's enough time for this …
With savings rates at near-record lows, you have the perfect storm. ⛈️ https://t.co/3h3h5vXzaP pic.twitter.com/ng2y457iqa — The Great Martis (@great_martis) October 8, 2024 They’ve maxed out their balances. There’s no more pretend money to spend. Credit Card Spending Tanked in August; The American Consumer Tapped Out? How close are Americans to hitting their credit card limits? …
A group of eight women who were on a bachelorette party in Asheville, North Carolina had no choice but to hike out of the Blue Ridge Mountains after being trapped from the storm impacts of Hurricane Helene. WBZ-TV’s Mike Sullivan spoke with a woman who is stranded on a mountain in North Carolina after Hurricane …
