Independent thinking for complex markets and current events
The Treasury just declared the US insolvent. The media missed it The U.S. government is insolvent. That’s not hyperbole — it’s the conclusion drawn directly from the Treasury Department’s own consolidated financial statements for fiscal year 2025, released last week to near-total media silence. The numbers: $6.06 trillion in total assets against $47.78 trillion in …
Airports on verge of having to SHUT DOWN and stop all flights as TSA chaos triggers mass travel hell https://t.co/i5deT7pSmv — Daily Mail (@DailyMail) March 21, 2026 Airports across the country could be on the verge of shutting down as TSA agents continue mass callouts with the agency still shut down. Wait times to pass …
The world is facing a massive surge in prices, and the latest developments suggest that inflation is entering a far more dangerous phase than most people realize. Venezuela’s inflation exploded to 475 percent in 2025, the highest in the world last year. Food costs soared 532 percent, rent jumped 340 percent, and healthcare expenses skyrocketed …
Cancellations of memberships and subscriptions are surging. 👇🏼 Chart: Pantheon pic.twitter.com/7CSls9mBYs — Kalani o Māui (@MauiBoyMacro) February 18, 2026
CONSUMER CREDIT CRISIS HIDING BEHIND MODIFICATIONS? THIS WILL LEAD INTO HOUSINGDelinquencies highest since '17. Student debt vertical. SLM masks with $1B "rescue" that failed. Structural rot or elite denial? You decide. $SLM $TLT Full expose: https://t.co/Jk0TkOddWi pic.twitter.com/IGBrQiR1i3 — 7 (@quantLR) February 12, 2026 How is this possible? The Dow is over 50,000 right now https://t.co/UxDtEUQJwk …
Blue wave watch: Democrat flips Trump +17 Texas Senate seat in 32-point swing Democratic candidate Taylor Rehmet has won a special election for Texas State Senate District 9 in Tarrant County — a seat Donald Trump carried by 17 points in November 2024, per The Downballot. As I’m writing this, approximately 99% of the vote …
They keep telling everyone inflation is “cooling” while the numbers keep jumping the moment you look closely. This is why the hawks on the Fed are screaming no rate cut. Most recent food inflation data from Consumer Edge. Highly respected. Food inflation costs are surging. Up from 2.8% to 3.2% as of November 9th. We …
BREAKING: The odds Democrats sweep 4 key elections, including the NYC Mayor race, are surging to 78% pic.twitter.com/PSl25JTYXQ — Kalshi (@Kalshi) October 21, 2025 Zohran Mamdani chances of winning New York City’s upcoming mayoral election have hit a new high, betting odds show. According to online gambling website Polymarket, a platform where users can place …
Cash isn’t moving freely – Banks and central banks are hitting limits, so money can’t easily flow into riskier stuff. Short-term markets are stressed – The repo market is tight, meaning liquidity is stuck at the top instead of reaching normal markets. Treasury bills soak up money – New government debt takes up cash that …
by confoundedinterest17 In addition to soaring sellers to buyers ratio in US housing markets, we now have surging mortgage default risk (CDR) after mortgage rate resets. Did Powell and The Fed (aka, Jay Powell and the Blackhearts) wait too long to cut rates? Here is the soaring ratio of home sellers to buyers. OOOGG!!!
Gold has surged to $3,600, yet mainstream media still struggles to explain why. The truth is simple: Currencies are weakening worldwide. No wonder central bank gold buying is surging, and silver is stepping into the spotlight. Here’s what happens next… By Peter Reagan Your News to Know rounds up the most important stories about precious …
If this trend continues, we may be on the brink of extreme volatility across multiple asset classes. Gold is already at a new record high, just below $3,460 and silver blew past $40, trading just under $40.20. Prices for both metals may be much higher by the time U.S markets open on Tuesday. Bitcoin will …
US bankruptcies are surging past 2020 pandemic levels, per Business Insider. What's going on? byu/AlphaFlipper inDegenBets In Wake of Trump Tariffs, John Deere Announces Mass Layoffs John Deere has been hit hard by President Donald Trump’s tariffs. The farm equipment manufacturer and industry bellwether just announced mass layoffs affecting more than 200 workers at three …
The deal looks like a headline win. Japan agreed to invest $550 billion into U.S. infrastructure and accept a 15% tariff on its exports. Trump’s team calls it leverage. The talking points promise economic victory. But underneath, the funding channel runs domestic. Japan exports roughly $150 billion worth of goods to the United States every …
Consumers are out of savings. APRIL 2025: – Consumer credit hit $17.9B (Fed expected $11.4B)– Credit card debt increased 7%– Total balances hit a record $5.01T (yes, with a T, y’all) Ummm… hello? This is crisis management at 25% APR. – 35% used credit for impulse buys-… — Amanda Goodall (@thejobchick) June 8, 2025 Auto …
Klarna, a popular “Buy Now, Pay Later” service, just announced a +110% increase in their Q1 2025 loss of -$99 million. On top of this, consumer credit losses surged to $136 million in Q1. This is the same company that just announced “Buy Now, Pay Later” for DoorDash orders. The worst part? Klarna announced they …
Inventories of unsold new homes are surging. 👇🏼 pic.twitter.com/AwjX2ZL4RU — Kalani o Māui (@MauiBoyMacro) May 16, 2025 Student loan repayment fully resuming is a headwind for the housing market. Rental, more than sales. The scale of the impact is staggering. Student loan forbearance gave 40 million Americans ~$500/month for 5 years. Injecting ~$240 billion annually …
US sovereign CDS prices are soaring, not relenting after jumping during April. While mainstream sources will say that’s this dollar-ditching stuff, neither the track record for CDS nor empirical evidence agrees. Government credit default swap premiums are set by one factor, and it has everything to do with the banking system.
The European Union (EU) and China are currently in discussions to address tariffs on Chinese-made electric vehicles (EVs). The talks aim to replace the EU’s existing tariffs, which can reach up to 45.3%, with a system of minimum price commitments for imported EVs BREAKING: 1) China and the European Union have begun negotiations to eliminate …
Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …
https://imgur.com/cost-to-buy-significantly-outpacing-cost-to-rent-now-posted-response-to-rental-price-increases-VMXMPkM Income needed to buy a house vs. median income in the US. Subprime bubble looks almost cute in this chart. Ht @nickgerli1 pic.twitter.com/zPfUf2uaDc — Michael A. Arouet (@MichaelAArouet) December 13, 2024 All one needs to know about successful investing in one sophisticated chart 👇 pic.twitter.com/mspgDVgXtJ — Michael A. Arouet (@MichaelAArouet) May 8, 2021 Over …
by Mike Maharrey Governments around the world have the same problem. They spend too much money. The national debt in the U.S. is knocking on the door of $36 trillion, but Uncle Sam isn’t the only one spending like the proverbial drunken sailor. In its recent Financial Stability Review, the European Central Bank (ECB) warned of a “potential …
BREAKING: US bankruptcies in 2024 have officially surpassed 2020 pandemic levels. 570 large US companies have declared bankruptcy year-to-date, the most in 14 years. Over the last 3 months alone, a whopping 182 corporate bankruptcies have been filed. The consumer discretionary sector has been hit the hardest, experiencing 90 large bankruptcies year-to-date. This is followed …
https://t.co/WUpJXYfyus — Eric Daugherty (@EricLDaugh) November 4, 2024
by confoundedinterest17 The US is the expensive tower of power … but it should be cheap. Getting rid of coal power was idiotic and The Left’s fear of nuclear power is laughable. EIA data by user classification, chart by Mish. Rising energy bills have forced companies to scale back industrial operations, threatening a greater drag on the economy. …
GOLD spot hits a new all-time high, surging past $2,748/oz! Have you bought gold in recent years? pic.twitter.com/YYKrsOihhl — Visegrád 24 (@visegrad24) October 23, 2024 🚨Equal-weighted SPX has entered a BEAR MARKET versus gold🚨The #SPX, #NASDAQ100 and #StockMarket are expected to follow soon #CapitalRotation pic.twitter.com/RGR5EPZ78K — Northstar (@NorthstarCharts) October 23, 2024 #Bitcoin looking VERY vulnerable …
by Mike Maharrey Rapidly increasing industrial and military demand for silver is depleting global inventories, and the rate may well accelerate quickly. Silver demand has outstripped supply for three straight years and the Silver Institute projects another market deficit this year. In 2023, the silver market charted a structural deficit of 184.3 million ounces. The …
Seems as though JD Vance’s accurate “cat lady” comment struck a nerve! 🚨 New Pew: Share of young adults, esp. y women, who say they are "unlikely" to have kids is surging.* Biggest reason: "Just don't want to". 🚨 * Among those who are currently childless. pic.twitter.com/978vmoIyqp — Brad Wilcox (@BradWilcoxIFS) July 25, 2024 What’s …
A recent report from the Harvard Joint Center for Housing Studies highlights an interesting paradox: while home prices soar and homeowners’ equity increases, many homeowners are still struggling with rising costs. Here are some key points: Equity Growth: The average homeowner’s equity has surged by $28,000 over the past year, reaching an average of about …
