Independent thinking for complex markets and current events
WE HAVE NEVER BEEN THIS BROKE… Searches for ‘can’t pay credit card’ smash records… 11% of accounts now seriously delinquent… Savings rate vanishes… 🚨 Americans have never been this broke before. Google searches for “can’t pay credit card” just hit an all time high. At the same time, US consumer confidence has collapsed to one …
BREAKING: U.S. layoffs set to surpass the Great Recession levels, on track to be worst since Great Depression. — Polymarket (@Polymarket) December 7, 2025 US layoffs soar past 1.1M in 2025, highest level since the pandemic November saw 71,321 job cuts announced, down 53% from October but pushing yearly total up 54% Layoffs announced by …
China just fired the first shot in the next liquidity war, and the Fed will have no choice but to follow. The Chinese central bank is about to surpass the Fed to become the largest central bank in the world again. The PBOC has officially resumed quantitative easing. And I believe it’s only a matter …
Average new car prices surpass $50,000 for the first time in history. Perfect inflation. pic.twitter.com/KxBtGZrxp1 — Spencer Hakimian (@SpencerHakimian) October 19, 2025 The average transaction price of a new vehicle crossed a major threshold in September, climbing beyond $50,000 for the first time. Buyers paid an average of $50,080 last month, marking a new high …
The S&P 500 keeps climbing to new highs while the transportation index, which tracks trucking, shipping, and freight companies, has started to stall out. That matters because transports are tied directly to the real economy, if goods aren’t moving, demand is slowing, and it usually shows up there first. In the past, these two have …
The United States is running on borrowed time—literally. The national debt now sits at a staggering $36.7 trillion, and every single day, another $8 billion is piled on. That’s not a typo. Eight billion dollars a day. This isn’t just bad bookkeeping; it’s a slow-motion catastrophe. Right now, the country is paying $2.4 trillion in …
Semiconductor Stocks are now outperforming the S&P 500 by the largest margin since 1998 👀 pic.twitter.com/tGPNg65kjp — Barchart (@Barchart) June 11, 2024 US equity momentum … reached near 100yr records in early 2024." BofA pic.twitter.com/Or9N0PVZeB — Win Smart, CFA (@WinfieldSmart) June 10, 2024
https://twitter.com/AInvestGPT/status/1793658297960005975 Average Rent Inflation Rises in April The last time rent inflation was this high was in 1987. The Consumer Price Index for Rent of Primary Residence across major U.S. cities rose 5.4% over the last 12 months through April, according to the latest data from the Bureau of Labor… pic.twitter.com/zKIiLUzY5h — Reef Insights (@ReefInsights) …
via SCHIFFGOLD The wizards at the Fed and US Treasury have been forced to acknowledge that their “transitory,” inflation is, in fact, quite “sticky.” And with the inflation elephant now acknowledged by the circus of high finance, Treasury yields keep inching up, recently reaching 4.7% — the highest since November. The Fed is stuck: It needs to raise interest rates to tame inflation …
A coal-fired power plant in China's Dai city. China now emits more CO2 each year than the entire developed world combined—completely cancelling out all the sacrifices you are being forced to make in the farcical pursuit of Net Zero.pic.twitter.com/AbPB0TIprw — Wide Awake Media (@wideawake_media) April 25, 2024 Report: China emissions exceed all developed nations combined …
OE parts up over 10%, Aftermarket parts up 17%, Automotive paint cost up 40%, advanced electronics/safety equipment on vehicles requiring calibrations, backordered parts causing delays in the repair, Insurance companies staff down 14% delaying approvals on repairs, shortage of… — Portcitybob (@Portcitybob) April 23, 2024
US debt interest to surpass Social Security, hitting $1.6 trillion by 2024. With rate cuts off the table, it’s imperative to reduce government spending. The average interest rate on all debt held by the public was 2.5% in 2023. The low end of the US Treasury yield curve is now the 10-year, which is yielding …
Youtube short on the Austin TX housing crash. It’s already down from the mid 2022 peak 17%. The crash happens at different speeds in different places. Most will not notice the crash for a couple more years. h/t Mrbumboleh
In fiscal year 2024, U.S. national debt interest has exceeded spending on the military. The federal government spent $412 billion on military programs at the Department of Defense during the first half of FY2024. However, the rapidly growing cost of servicing the national debt surpassed military spending. Interest expenses from the $34 trillion national debt totaled $440 billion in the first six months of FY2024, representing a 43% increase from …
Barrick Gold Corporation GOLD recorded net earnings (on a reported basis) of $479 million or 27 cents per share in fourth-quarter 2023. The figure improved from a loss of $735 million or 42 cents per share in the year-ago quarter. Barring one-time items, adjusted earnings per share were 27 cents. The figure beat the Zacks …
In a worrisome trend, the number of active social media users has surged to over 5 billion, representing approximately 62.3 percent of the global population, as revealed in a recent study published on Wednesday. The pervasive reach of social media raises concerns about its impact on society, privacy, mental health… NEW: The number of active …
Gold miners (GDX) are setting the stage to outperform Gold (GLD) Leading up to the Fed meeting last week, GLD and GDX were showing signs of weakness But the exceptionally dovish Fed triggered a tremendous surge in both GLD and GDX GDX/GLD ratio has shown a positive correlation… pic.twitter.com/H0GOhIAWc2 — Bravos Research (@bravosresearch) December 21, …
The second inflation wave will come when CBs launch the next round of QE to save the system with record high public deficits and most of the people working employed by the public sector producing nothing, people will completely lose their trust in govt currencies. — Gerardo Moscatelli (@gemoscatelli) November 13, 2023 The forthcoming second …
Source: BlackRock 2023 global outlook Q4 update https://www.blackrock.com/us/individual/literature/whitepaper/bii-global-outlook-in-charts.pdf The S&P 500 earnings yield is a measure of how much income investors are receiving per dollar invested in the stock market. It is calculated by dividing the total earnings of the companies in the index by the price of the index. As you can see from the …
America is about to surpass the UK in terms of locking people up for speech crimes. This all happened in the last 3 years. A breakneck acceleration in tyranny.https://t.co/YrONNLPD3r — Paul Joseph Watson (@PrisonPlanet) September 7, 2023 Harvard is named worst school for free speech — scoring zero out of possible 100 Harvard University is …
by Dismal-Jellyfish Source: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/july-filings-propel-2023-us-corporate-bankruptcy-tally-past-2022-s-total-76838356 US corporate bankruptcies rose again in July as high interest rates and a challenging operating environment continue to push US companies over the brink. S&P Global Market Intelligence recorded 64 corporate bankruptcy filings in July, the largest monthly total since March and more filings than in any single month in 2021 …
The US government interest payments on the Federal debt are now higher than the annual defense spending. This is likely the initial stages of a trend, and if no solutions are implemented, other components of the fiscal agenda may soon be constrained by the escalating cost of… pic.twitter.com/hBY2haxNyG — Otavio (Tavi) Costa (@TaviCosta) July 20, …
by Dismal-Jellyfish Source: Memorandum from the Division of Economic and Risk Analysis My understanding is figures 9 and 10 outline the daily market participants’ gross positions in securities exceeding 7% and 10% of the security’s market capitalization. On average, 65 participants exceed the 7% threshold daily, and 46 exceed the 10% threshold. The highest recorded numbers …