Independent thinking for complex markets and current events
by Michael For many years, pundits have been warning us that the U.S. dollar would collapse. In 2025, it is actually starting to happen. The U.S. dollar hit a three year low against other global currencies last week, and on Wednesday the crash of the dollar resumed. Overall, the U.S. dollar is now down about 9 …
The Dollar is now down 69% vs gold… …just in the past 12 months alone When gold is screaming higher (>2.5% on the day, 8.8% in the past 2 weeks), it’s sending a huge warning Few seem to grasp the implications of this https://t.co/VZjvc2a03K pic.twitter.com/5Q92l3rBOM — Robert (infra 🏛️⌛️) (@infraa_) April 16, 2025 h/t …
The idea that we’re facing a simple deflationary crisis like the one we saw in 2020 is nothing short of foolish. During the pandemic, the Federal Reserve could just step in and unleash trillions in liquidity, keeping the markets afloat. But today’s situation is far more complicated. This is stagflation, a deadly mix of rising …
I’ve never seen anything like this before. The current economy is so unpredictable that United is providing guidance under two different economic scenarios: One if the economy enters a recession, and one if it doesn’t. Investor Update1 Issue Date: April 15, 2025 This Investor Update provides guidance and certain other forward-looking statements about United Airlines …
by David Haggith One of my recent warnings was that the US is sliding toward more credit downgrades because the Trump Tariffs are stripping away the one thing essential to the dollar surviving as the global trade currency—TRADE. The big thing that makes the present situation far more precarious for the dollar than any previous situation is that …
BITCOIN – It may turn out differently this time, but I don't want to ignore this entirely… pic.twitter.com/lgAEHRA2kz — Northstar (@NorthstarCharts) April 15, 2025
Consumer confidence plummeted to second lowest on record for a series that dates back to 1952 as American workers are afraid for their jobs in way the economy hasn’t seen since the worst months of 2009. If that wasn’t enough, both consumer and producer price indexes for March declined into deflation…in spite of tariffs.
The financial markets are starting to resemble the 1930s Smoot-Hawley tariff era. WE'VE SEEN THIS MOVIE BEFORE. If the markets do not change, we're in for a lot of trouble. More in my debate with UChicago Prof. Tomas Philipson on @AlArabiya_Eng: pic.twitter.com/SDuyYILkxb — Steve Hanke (@steve_hanke) April 12, 2025 Right now we have the highest …
GOOD NEWS EVERBODY –Let's keep it going down pic.twitter.com/U8eK91emsl — Paul Cooper (@XxWxX888) April 12, 2025
WTF is going on in Canada and Australia? Real estate debt bubble in the US in 2007 looks almost cute in this chart. pic.twitter.com/cBI6fRzPaH — Michael A. Arouet (@MichaelAArouet) April 13, 2025
We’re entering the “return to normal” stage of the bubble. pic.twitter.com/FfmSGvTMnm — Jacob King (@JacobKinge) April 11, 2025 Market is optimistic going into the close that a deal or postponement can be made over the weekend with China — The Long Investor (@TheLongInvest) April 11, 2025 China just posted this pic.twitter.com/qwDuaozpxl — Eric Daugherty (@EricLDaugh) …
Here is March 2020, which followed the same sequence as 2008 only on a more compressed timeline. The dollar (green) was collapsing due to dollar outflows. Gold was rallying. Then vol spiked and Treasuries imploded and gold, both considered safe havens at the time. Then the… pic.twitter.com/kxWPZnwoxL — Mac10 (@SuburbanDrone) April 11, 2025 Bye the …
🇨🇳In the face of #US hegemony and bullying, remember this: pic.twitter.com/EYQOB3euFG — Chinese Embassy in US (@ChineseEmbinUS) April 11, 2025 China's response to US tariffs is being misreported: Many headlines state that China is conceding because they said they will no longer raise tariffs if the US responds. What China actually said: China will ignore …
Famed hedge fund investor Steve Eisman, famous for predicting the 2008 financial crisis, now appears to be two-for-two. In an exclusive interview with Daily Mail, hours before President Donald Trump announced a pause on new global tariff hikes, Eisman said he expected ‘cooler heads to prevail’. At least for the time being, they have. On …
“There are only two outcomes to this trade war. Option 1: China folds. They agree to Trump’s terms, drop the tariffs, and the trade war ends. Trump takes full credit, and the U.S. gains yet another strategic and economic edge over China. Option 2: China, an authoritarian regime with a long track record of playing …
A single shipyard in China can, within a year, out-produce decades worth of ships in the US. That’s a huge problem. An unclassified slide released by U.S. naval intelligence last year estimated that China’s total shipbuilding capacity was now more than 632 times that of the US. https://t.co/AtWFUuA7UP — Ian Miles Cheong (@ianmiles) April 8, …
TRUMP: "THIS IS A GREAT TIME TO BUY" pic.twitter.com/03Mvddm0UN — Wall St Engine (@wallstengine) April 9, 2025
As I warned earlier, the Treasury market is crashing. The yield on the 10-year just hit 4.5%, and the yield on the 30-year just hit 5%. Without an emergency rate cut tomorrow morning and the announcement of a massive QE program, tomorrow could be a 1987-style stock market crash. — Peter Schiff (@PeterSchiff) April 9, …
$ES_F projected to touch near 5284 by tomorrow close.This is likely a dead cat bounce. pic.twitter.com/xKI5Hpvozg — optionGeek (@StockShark16) April 8, 2025 Both $TLT and $GLD sold off today — and that’s a warning sign. ⚠️ Cross-asset correlations are breaking, which often signals instability beneath the surface.Even though $VIX has likely peaked, the next phase …
Trump finds a hundred issues to keep the tariff issue churning , non monetary issues can be anything he wants it to be, changes daily with his frame of mind. Follow the bouncing balls…sales taxes like VAT, how much they spend on military, currency levels, standard of living ,… — johnmaher (@johnmaher0) April 7, 2025 …
The US can NOT use QE right now China CAN use QE right now. They are not the same. One can weather a trade war, the other will suffer. pic.twitter.com/oryds6GOzr — The Long Investor (@TheLongInvest) April 7, 2025 BREAKING: TRUMP CALLS FOR RATE CUTS TODAY pic.twitter.com/rfeQ4D6cGO — The Coastal Journal (@1CoastalJournal) April 7, 2025 10y …
by Michael Over the past few years, there has been a tremendous amount of buzz about an imminent “reset” of the global economy. Well, what we are currently witnessing may not look like what they were anticipating, but a “reset” of the global economy is definitely here. Trillions of dollars were invested to set up the …
CARROLL COUNTY, Ky. (WKYT) – UPDATE: 6:37 P.M.- Officials from Kentucky Utilities tell WKYT that the opening at Dix Dam was a controlled spill. These controlled spills have occured since Friday night and gates are being closed now and throughout Sunday evening. https://www.wkyt.com/2025/04/06/ku-floodgate-openings-are-part-controlled-spill/
BREAKING: The world's 500 richest people lost $500 billion this week, which is the largest ever recorded by Bloomberg. The only one who made money? Warren Buffett. pic.twitter.com/aPM7VwhEp1 — unusual_whales (@unusual_whales) April 6, 2025
View post on imgur.com 60 minutes to certainty. pic.twitter.com/XnoE3r0Sv2 — Truth Hurts (@TruthHrtzz) April 7, 2025 European stock markets plunged, continuing a market rout spreading from Asia and the Middle East in response to Donald Trump's trade tariffs https://t.co/36zebxTiut — The National (@TheNationalNews) April 7, 2025 Saudi Arabia Cuts Crude Oil Prices for Asia. April …
WHY IS EVERYTHING CRASHING??!! 😭 pic.twitter.com/rdwWx8r4e0 — SlumDOGE Millionaire (@ProTheDoge) April 6, 2025 Good god NQ opening down 5.4% and ES down 4.7% The black Monday boys might get their wish pic.twitter.com/7ADZH8tK5A — Robert (infra 🏛️⌛️) (@infraa_) April 6, 2025 TECH STOCKS IN OVERNIGHT TRADING: 1. Robinhood, $HOOD: -17%2. AppLovin, $APP: -17%3. Palantir, $PLTR: -10%4. …
Europol shut down "Kidflix," a child exploitation platform with nearly 2M users, in a global operation. Notice it happened on Trump’s "Liberation Day" on April 2, 2025, when he announced new U.S. tariffs. Coincidence? #Europol #Kidflix #TrumpTariffs pic.twitter.com/Tf62JqbUUi — Freyja™ (@FreyjaTarte) April 3, 2025 German authorities take down major darknet platform used for child pornography …
Who financed this? That seems like a lot of effort to be putting into anti-Trump displays. pic.twitter.com/CjYGAvwWJM — Ian Miles Cheong (@ianmiles) April 6, 2025