Independent thinking for complex markets and current events
CTA and more specifically global macro funds did the heavy lifting so far, taking the reins after the biggest retail inflows ever. pic.twitter.com/DPEj91qljV — THE SHORT BEAR (@TheShortBear) May 19, 2025 Retail squeezing Wall Street into buying. pic.twitter.com/BCrILye83w — THE SHORT BEAR (@TheShortBear) May 20, 2025
by Mike Maharrey In another sign that things aren’t so great on Main Street, bankruptcy inquiries hit pandemic-level highs in Q1. More and more people are worried about a looming recession. The mainstream blames these economic worries on tariffs, but it’s pretty clear Americans started feeling the squeeze long before the trade war. Tariffs may be …
I just want to put this Bessent gem here on top of @MacroEdgeRes post since it makes such a good combination to print and frame https://t.co/FEf2aMHE20 pic.twitter.com/VIKqyT3mkd — JustDario 🏊♂️ (@DarioCpx) April 29, 2025 BREAKING: CEOs are telling their investment bankers that the impact of the tariffs will be known over the next 6 to …
S&P 500 earnings are expected to grow 11% this quarter and another 26% next year. We better hope there’s no recession, because if there is, a sharp downgrade in earnings estimates could be a real drag on the market, in my view. pic.twitter.com/gDXHwh4KDC — Otavio (Tavi) Costa (@TaviCosta) April 28, 2025 Goldman Sachs is now projecting …
TESLA INSIDER GOES ALL-IN AS WALL STREET ADMITS BETTING AGAINST ELON WAS A MISTAKE Tesla board member Joe Gebbia just made the first insider purchase in nearly 5 years—dropping over $1 million on company stock in a massive vote of confidence for Elon’s vision. The timing couldn’t be more perfect, as banks found buyers for …
SMALL BIZ LOVES THE PAIN—TRUMP TARIFFS GET A THUMBS-UP FROM MAIN STREET A flash poll of 50,000 small business owners shows they’re not flinching. Nearly 70% believe Trump’s tariffs will strengthen the U.S. economy, and 77% say business will grow in 2025—even as 29% admit costs are rising. ‘ That’s not fear—it’s fuel. Main Street …
🇨🇳🇺🇸 CHINA’S MIDNIGHT MOVE: DUMPING U.S. DEBT WHILE WALL STREET SLEEPS? While Americans were dreaming of rate cuts, China may have been busy sending U.S. bond yields through the roof. Treasury spikes overnight—while Beijing’s open and Wall Street’s out cold—hint that China’s… https://t.co/AsfxvRMGwD pic.twitter.com/WOSSRYrPwY — Mario Nawfal (@MarioNawfal) April 15, 2025
China didn’t just become a global powerhouse by chance. It climbed the economic ladder by studying and replicating what the West built through generations of risk-taking, innovation, and painful trial and error. It offered up a billion people willing to work for a fraction of Western wages, and Wall Street jumped at the chance to …
A Labour Party-run council in England has sparked outrage by proposing a sweeping injunction that could imprison Christian street preachers for up to two years over claims of causing “offense” or “distress.” Rushmoor Borough Council, covering Farnborough and Aldershot, has faced accusations of attempting to criminalize Christians for preaching, praying and distributing Bibles in public …
US stocks turned higher on Friday to cap a chaotic week on Wall Street, as investors weighed the latest tariff-related developments in the trade war between the US and China. The S&P 500 (^GSPC) rose 1.8% after seesawing earlier in the session. The tech-heavy Nasdaq Composite (^IXIC) climbed 2.1%. The Dow Jones Industrial Average (^DJI) …
A Wall Street Landlord bought the entire neighborhood in this new home build development south of Nashville. They now have 15 rentals on the market for houses that aren’t even completed.
Some truth telling on tariffs. This is going to hurt the middle class way more than Wall St. Seriously give this a listen pic.twitter.com/ibDE8NgfmV — QE Infinity (@StealthQE4) April 8, 2025 “What will China do? – a show stopper stimulus plan – start selling $760 Billion Treasury Bills – limit supply chain tech equipment to …
President Donald Trump is threatening new 50% tariffs on China unless Beijing lifts its retaliatory duties on U.S. exports by tomorrow. The White House says any suggestion that Trump is considering a 90-day pause in tariffs is “fake news.” U.S. markets opened sharply lower Monday for a third trading session, as Trump’s tariffs paralyze global …
Breaking: Big Wall Street trading desks will be manned in time for tonight’s futures open. They are preparing for more selling, intense selling. But you also hear talk about “value” and how some really good stocks are “over sold.” But bearishness is clearly the overwhelming… — Charles Gasparino (@CGasparino) April 6, 2025 Breaking: Big Wall …
Whoa! Weekend Wall Street is ugly. Black Monday on deck? 💀☠️ Looks like the selling isn’t done at the very least pic.twitter.com/jQoNrJkUBV — QE Infinity (@StealthQE4) April 5, 2025 The hedge fund MASS exodus: On Thursday ALONE, hedge funds sold $40 BILLION of stocks in their largest daily selling spree since 2010. Short sales exceeded …
Wall Street wants sympathy because the music stopped. For years, they danced on a floor built from zero rates, fake growth, and free money. Now the lights are on, the floor’s buckling, and they’re blaming tariffs for the collapse. Tariffs didn’t create this mess. They just lit the match. The real structure was already rotting. …
The markets got a rude awakening. Investors have been conditioned to expect a soft hand from Washington, one that props up asset prices at all costs. That era is over. Trump’s tariffs have sent futures into freefall, exposing just how fragile the markets have become. The Dow futures crashed more than 1,000 points. The S&P …
$VIX Weekly looks ominous. Brace for unbearable volatility. pic.twitter.com/UUZFkwocMp — The Great Martis (@great_martis) March 31, 2025 So here we are with two days to go and we just learned that Trump plans a $600 billion tax increase on the U.S. working class and a global financial crisis: https://t.co/NK2zin9W1G Ok, I think Wall Street got …
The market no longer believes the Fed: Since the "Fed pivot" began in September 2024, market-based inflation expectations have more than DOUBLED. In fact, markets now see +3.3% inflation over the next 2 years, the highest since March 2023. Has the Fed lost its credibility? https://t.co/cNVD32IqbR pic.twitter.com/KWjK2LekQM — The Kobeissi Letter (@KobeissiLetter) March 29, 2025
Goldman Sachs estimates over $4.7T in notional options exposure will expire this Friday, including $2.8T in $SPX options and $645B in single stock options. That’s about 8.2% of the Russell 3000’s market cap—however, smaller than March 2024’s expiration. pic.twitter.com/MHe6ul0v99 — Wall St Engine (@wallstengine) March 21, 2025
The market feels like a house of cards in a windstorm—teetering, trying to convince itself it’s stable, but deep down, everyone knows the truth. Sure, the S&P 500 has posted two straight days of 90% advancing stocks, but on what? Ghost-town volume. This isn’t conviction. This is a market that’s climbing because it doesn’t know …
RFK Jr. is sounding the alarm on a housing crisis engineered by financial giants. BlackRock, State Street, and Vanguard are buying up single-family homes, outbidding everyday Americans with limitless capital. This isn’t just about investment—it’s about control. https://twitter.com/wideawake_media/status/1893963085985009737
There is literally zero foreign investment into China right now. Just straight outflows for 24 months straight now. Nobody on earth trusts Xi with their money. And you shouldn’t. pic.twitter.com/i5tPJ8hJde — Spencer Hakimian (@SpencerHakimian) February 15, 2025
Credit: @RobertKennedyJr @breakfastclubam Source: https://t.co/h4qfq7N7hQ — Wide Awake Media (@wideawake_media) February 10, 2025
Dow Jones Update Will the global trade war be the catalyst? pic.twitter.com/r0ICLuB9rl — The Great Martis (@great_martis) February 11, 2025 America 🇺🇸 must hit rock bottom before it starts to heal. Democrats did a lot of damage in those 4 years. Expect major turbulence in equity markets. — The Great Martis (@great_martis) February 11, 2025 …
Wall Street investors are betting that home prices are overvalued. With the stock prices of big landlords like Invitation Homes and American Homes 4 Rent falling significantly in the last 4 months.
🇺🇸 CPI FORECAST: Zero firms on Wall Street are expecting a cooler inflation print tomorrow. 📈 $SPY pic.twitter.com/O8Y7LJru2U — LuxAlgo (@LuxAlgo) January 14, 2025
Incredible story of heroic brain surgeon who saved his entire Malibu street from LA's wildfires holding flames at bay for five nights https://t.co/mZSk1FIjpa pic.twitter.com/LY5Mz4dPBY — Daily Mail (@DailyMail) January 14, 2025 A brain surgeon has been hailed a hero after he saved his entire Malibu street from being ravaged by LA’s wildfires by holding the …
The common prediction that the Federal Reserve will cut rates as a response to an economic downturn due to high interest rates misses a significant global economic factor: the widespread collapse of major currencies, driven by governments’ heavy spending to fend off recessions. This scenario complicates the traditional narrative of monetary policy response. Around the …
