Independent thinking for complex markets and current events
Israeli Air Force conducted widespread morning strikes targeting Hezbollah launchers… At least 24 people confirmed dead in Lebanon as the fragile truce effectively dissolves… Reports emerge of a secret Israeli military outpost discovered inside Iraqi territory… Iran’s foreign minister Abbas Araghchi accuses Washington of “reckless military adventures”… Clashes reported between US and Iranian naval forces …
Warner Bros. Discovery did not announce a sale. It started tearing itself apart in slow motion. The media calls it “strategic alternatives” and “value unlocking,” but that is corporate camouflage. What is really happening is a controlled fire sale dressed up as business strategy. CNN, HBO, DC, and TNT are not cultural giants anymore. They …
NUCLEAR NIGHTMARE BREWING: ZAPORIZHZHIA WITHOUT POWER FOR 9 DAYS Europe’s largest nuclear plant has been relying on diesel generators for 9 days now, after its last external power line was cut during fighting. Russian-installed officials say Ukrainian shelling is preventing repairs. Ukraine says Russian shelling is to blame. The reactors are shut down but still …
France is cracking under its own weight. Debt has surged past €3.35 trillion, more than 114 percent of GDP. The government’s answer is €5 billion in emergency cuts scraped from unspent funds and health insurance. “France faces €5bn in fresh cuts as debt balloons to record high” RFI The cuts are theater. The deficit is …
“The Fed can’t rescue this in its entirety. You’ve got 4M homes in Texas and 42M across the U.S. at risk of bankruptcy or losing the roof over their heads. That’s nearly 38% of households. The money to pay these bonds doesn’t exist. You can’t get blood out of a stone.” When… pic.twitter.com/dSuXD5SIPf — ITM …
Donald Trump’s job approval is sinking fast. A new UMass Amherst national poll shows only 38 % of Americans approve while 58 % disapprove. Support has dropped by 6 points since April, and his net approval now sits at negative 20 https://www.umass.edu/news/article/new-national-umass-amherst-poll-finds-president-trumps-job-approval-gap-slides-6 “A new national poll suggests trouble is mounting for President Donald Trump … Trump’s job …
The housing market is in deep trouble. pic.twitter.com/J1dgwFVuvk — Spencer Hakimian (@SpencerHakimian) July 29, 2025 đź’ĄThe housing market is in a massive bubble, worse than 2006… inventory is piling up while affordability collapses… This signals a coming crash… Prices will fall hard, and it could trigger a broader economic downturn… TICK TOCK… pic.twitter.com/LO9ytqmy00 — Observing …
pic.twitter.com/HMUqSVgvTk — Simon Hornstein (@simonhornstein) October 16, 2024 For all its problems, America is still creating new wealth. Western Europe is just redistributing old wealth. — Joel Shepherd Author (@ShepJoel) October 16, 2024
Traders build largest short position on Emerging Market Dollar Bonds in more than a decade pic.twitter.com/U9o9M39LYF — Win Smart, CFA (@WinfieldSmart) April 10, 2024 The recent financial tremors emanating from China have sent shockwaves through global markets. Traders are exhibiting unprecedented caution, as evidenced by the largest short position on Emerging Market Dollar Bonds in …
The weight of the top 10 stocks in the S&P 500 is ~33%, the largest ever (yellow line). The market cap of the largest stocks relative to the 75th percentile is more than 700x and also at records which are only comparable to the early 1930s' Source: Bloomberg pic.twitter.com/oUe3pe9tMH — Global Markets Investor (@GlobalMktObserv) March …
via Matthew Piepenburg In this engaging, 30-minute conversation, VON GREYERZ partner, Matthew Piepenburg, sits down with Liberty Finance’s Elijah Johnson to discuss Gold’s recent surpassing of the 2100 (USD) marker in the backdrop of an S&P totally disconnected from global and national economic warning signs. For Piepenburg, such price action in gold is no surprise, and in …
As the world teeters on the brink of a global recession, it's crucial to understand how interconnected our economies are. This is why the troubles in Europe and Asia are not just their problem but ours too. The domino effect of economic downturns across continents is real.… pic.twitter.com/fg9F2CcrqD — Jeffrey P. Snider (@JeffSnider_EDU) March 7, …
by whodisguy32 US consumer credit card debt is at all time high, people don’t stay in 30% interest rate debt unless they are forced to. People are pulling back on essentials/food as reported by target. People don’t cut back on eating unless they are cut everything else. Trucking companies that are near or over 100 …
by demonbeanie The banking system is facilitated by uncollateralized debt; fractional reserve banking, which had seen the reduction of the reserve requirements to 0% in 2020. https://www.federalreserve.gov/monetarypolicy/reservereq.htm On your bank’s balance sheet, there are assets labeled “cash on hand,” which includes cash and cash equivalents which is physical dollars, MM accounts, CDs, Short-term gov bonds, and …
Biden’s Dept of Fake Data persists in downplaying the dire jobs situation, risking the stability of the economy. Job openings are plummeting, mirroring past financial crises, as the consumer’s dwindling savings set off alarming warnings about impending economic turmoil. Biden's Dept of Fake Data doing its thing: August jobs revised down by 62,000, from +227K …