Independent thinking for complex markets and current events
Just saw this data from Kobeissi. The scariest part isn’t the cash drop, it’s the 47% spread between sellers and buyers. Smart money is clearly sitting on their hands. if you’re trying to offload property right now, good luck competing with that much inventory. the leverage cycle is breaking. h/t itsarmansheikh
They are dumping to every country. Retaliation will occur. — duane2020 (@duane2020a) January 14, 2026
Governor Gavin Newsom makes a shocking announcement. The reason why California went from a surplus to a massive deficit is because of climate change Reporter “Can we explain to Californians how we moved from $100 billion surplus to such a significant deficit in just a matter of… pic.twitter.com/YBk0rbomRh — Wall Street Apes (@WallStreetApes) December 25, …
India-US trade is neatly balanced if we include imports and exports of IT services. True that. pic.twitter.com/ZEqORiHm86 — Arijit Roy🇮🇳 (@iArijitRoy) September 3, 2025
$1.2 TRILLION. That’s China’s trade surplus over the last 12 months. No country in modern history has ever crossed that mark. And they did it while fighting a trade war with the U.S. (a thread) pic.twitter.com/flXiBmEBez — StockMarket.News (@_Investinq) August 13, 2025 A tariff is a border tax paid by importers to make foreign goods …
Despite the worst start ever to a fiscal year, several key metrics have really turned around w/ Jun tax receipts up 12.9% and outlays down 7.0%, resulting in a surplus; last month was the first time this fiscal year that federal gov’t spending was below $500B: N.B.: Those are year-over-year increases — E.J. Antoni, Ph.D. …
📈 Diverging Trade Paths: U.S. Deficit Hits $1.4 Trillion as China’s Surplus Climbs to $1.1 Trillion (LTM Q1 2025) byu/EconomySoltani inInfographics In the twelve months ending March 2025, the U.S. trade deficit widened to $1.4 trillion, a 30.3% increase from the prior year. Meanwhile, China’s trade surplus rose 30.9% to $1.08 trillion. Since the onset …
by Mike Shedlock Let’s do a fact check on Trump’s Canada claims. In addition, the US has a huge services surplus with Canada driven by sectors like technology, financial services, and intellectual property licensing from companies such as Microsoft, Google, and Amazon. I do not have year-by-year services numbers. Grok AI notes “Estimates from earlier …
In a historic economic milestone, China has officially recorded a trade surplus amounting to an unprecedented $1 trillion. This achievement marks a new era in global trade dynamics, showcasing China’s significant influence on the world stage. The record-setting surplus underscores the country’s robust export capabilities, even amidst global economic fluctuations and increasing trade tensions with …
via Angelo Giuliano: HUGE China trade surplus. The problem (for the US) ? China is not taking any more US debt anymore, instead China is recycling its US trade surplus into > – Belt and Road initiative – Gold – tangible assets investments We are facing the same critical point that led to the Opium …
Just shows what you can do if you get rid of all the left-wing money-wasting, cut civil servants etc. Trump will do the same in the US. Let's hope western Europe follows before it's too late. — Tess Summers 🏴🇮🇪 (@tesssummers98) December 11, 2024
🚨🇩🇪EUROPE’S LARGEST TELECOM TO PILOT BITCOIN MINING WITH SURPLUS RENEWABLE ENERGY Deutsche Telekom’s subsidiary MMS, in partnership with Bankhaus Metzler, has launched a pilot project in Germany to use surplus renewable energy for Bitcoin mining. The initiative aims to… pic.twitter.com/j2nxpTk43I — Mario Nawfal (@MarioNawfal) November 4, 2024 BITCOIN MINERS TURN TO AI AS COSTS OF …
Very bearish chart. Finding good ‘quality labour’ is no longer a problem in the US. Sharp increase in labour supply is underway (as per today’s NFIB report). Not what a soft landing looks like pic.twitter.com/KyA51rL28w — Longview Economics (@Lvieweconomics) March 12, 2024 US NFIB has declined 0.5 points to 89.4This is the sixth decline in …