Independent thinking for complex markets and current events
Traders are pricing in peace while global inventories are evaporating in real time Chevron CEO Mike Wirth confirms physical shortages have already hit Asian markets Twenty percent of global energy transit remains offline with one billion barrels of supply missing US distillate fuel inventories have cratered to their lowest levels since 2003 Refineries are running …
🚨🇺🇸 BREAKING: The US has spent nearly 2 billion dollars on the war in Iran, according to estimates. pic.twitter.com/uKjI7wFMKe — Jackson Hinkle 🇺🇸 (@jacksonhinklle) March 3, 2026 🚨BREAKING: JESSE WATTERS TURNS ON TRUMP “Gas prices are gonna jump. Mortgage rates are already ticking up. You're gonna see inflation.” pic.twitter.com/cHygnRCxfm — Spencer Hakimian (@SpencerHakimian) March 2, …
The world is drowning in debt and nobody is sounding the alarm. Over $300 trillion owed globally, more than three times what the planet produces in a year. The U.S. alone carries $38 trillion, Europe’s biggest economies are maxed out, and developing nations are borrowing faster than they have in fifty years. Rates go up …
December rate cut odds are ticking lower after Fed member warns of stagflation #MacroEdge pic.twitter.com/QHlkPIADLo — MacroEdge (@MacroEdgeRes) October 31, 2025 Fed’s Logan: WE FIND IT DIFFICULT TO CUT RATES AGAIN IN DECEMBER INFLATION IS TOO HIGH INFLATION TAKING TOO LONG TO RETURN TO THE 2% TARGET We are being primed for no rate cut …
Money market funds just hit an all-time high of $7.4 TRILLION 99% chance the Fed cuts rates in 6 days. Rate cuts will push treasury holders to seek more risk, driving liquidity into Bitcoin and other assets Liquidity tsunami incoming ‼️ Money market funds just hit an all-time high of $7.4 TRILLION 99% chance the …
https://www.youtube.com/watch?v=kuUXpFNC8WM Earlier this week, at the Australian Financial Review Cyber Summit, cybersecurity expert Alastair MacGibbon highlighted an alarming national security risk posed by millions of China-manufactured connected devices operating across Australia. He warned that particularly internet-connected electric vehicles (EVs) represent new threat vectors for hybrid warfare operations, one in which he said these vehicles could …
This is mind-blowing BNPL is such an obvious ticking time-bomb https://t.co/7weF8ggNRM — Adam Taggart (@adamtaggart) July 27, 2025
I don’t think people understand just how fragile the UK bond market is. Every week, stories emerge about the increased risks linked to the duration, liquidity, and volatility of UK bonds. This is not just about yields going up or down. The UK financial system, which floats on massive amounts of debt, is inherently unstable. …
S**** about to get real. The global Ponzi scheme facing a once in 200 yr. POP‼️ https://t.co/UNbCMl6yWG — Max Keiser (@maxkeiser) May 22, 2025 Uh Oh – troubles in Japan banks again 👀 ⚠️ https://t.co/zmonHcqCCt pic.twitter.com/x1JAbiQeZT — JustDario 🏊♂️ (@DarioCpx) May 22, 2025 JUST IN – Five Republicans who didn't vote for Trump's big, beautiful …
How many of the 550bn$ of MBS holding “guaranteed” mortgages by Fannie and Freddie in $BAC books were structured on fraudulent mortgages and are about to be nuked? 👀 https://t.co/iTXUp3D0Cx pic.twitter.com/w4FIpug6fH — JustDario 🏊♂️ (@DarioCpx) April 17, 2025 Builders can’t sell inventory as buyers vanish… Realtor pitch crumbles under economic reality… You know, I get …
If your mortgage payment is over $3,000 a month, odds are you can’t actually afford the house. Yeah, you can fake it for a few years: stretch the budget, shift some expenses, maybe dip into savings when things get tight. But the walls close in eventually. The pressure builds. The monthly payment becomes a looming …
So FHA is allowing 100% loans where the borrower never has to make a payment, many of which are actually fraudulent investor properties with MUCH higher default rates. pic.twitter.com/50qBesBiiK — Darth Powell (@VladTheInflator) March 13, 2025 Reading this now… you’re right @VladTheInflator – this has been on gigantic government handout that has probably created a …
With a debt-to-GDP ratio over 200%, rolling over that debt at higher rates is a financial death sentence. Worse, the Bank of Japan holds 70% of their bonds — meaning if the market crumbles, the central bank collapses too. Japan’s experiment of perpetual debt-funded growth is unraveling fast. Once confidence breaks, their economy could implode …
$IONQ obliterated – suffers largest loss in history 📉🚨 pic.twitter.com/ZZE1TPKhWx — Barchart (@Barchart) January 9, 2025 BREAKING: Nvidia stock, $NVDA, falls as the Biden Administration announces further limits on AI chip exports to China. pic.twitter.com/vk3gJDSCAS — The Kobeissi Letter (@KobeissiLetter) January 8, 2025 Crypto is dumping LA is on fire Iran making some type of …
History may not repeat, but it certainly rhymes. Trump is being handed a ticking time bomb… pic.twitter.com/yeRbdseDTy — E.J. Antoni, Ph.D. (@RealEJAntoni) November 13, 2024 My best guess is Trump is going to be forced to slow things down by the bond market. See Bill Clinton in 1992 if you wanna see the power of …
NVDA IS the ticking time bomb. The numbers were a sham to begin with. They can’t sustain it. — Uncle Milty’s Ghost (@his_eminence_j) September 17, 2024 ⚠️NVIDIA'S CEO JUST SOLD $26 MILLION WORTH OF THE COMPANY'S STOCK⚠️ The dump took place on September 10th and 11th. Since the start of July, Jensen Huang has sold …
Do yourself a favor and spend 30 seconds looking at this chart and then ask yourself how likely it is that the unemployment rate will just move sideways from here. pic.twitter.com/LCcFt38T9d — Peter Berezin (@PeterBerezinBCA) August 9, 2024 Unemployment Rate ticking up pic.twitter.com/EN6JIzCNNd — ChartingCycles (@ChartingCycles) August 2, 2024 U.S. Credit Card Debt Hits All-Time …
Wow. Nancy Pelosi drops the hammer on Biden. It seems Joe still doesn’t get the subtle hints. 🚨PELOSI on Biden on @Morning_Joe : "It's up to the president to decide if he is going to run. We're all encouraging him to to make that decision. Because time is running short." LEMIRE: Do you want him …
1 out of 7 Gen Z consumers saw their credit maxed out in Q1 2024, according to the New York Fed. This is the highest percentage since the 2020 pandemic lockdown. Meanwhile, 12% of Millennials have utilized over 90% of their credit limit, an even higher share than the pandemic.… pic.twitter.com/6CIE2eO8CR — The Kobeissi Letter …
Nikola, the leading electric semi-truck manufacturer, has announced a massive recall of its battery-powered commercial trucks due to concerns over a defective battery component that can cause fire. The recall is the result of an investigation into a fire at Nikola’s own facility. Ominously, the company advises truck owners to park their vehicles outside. The Wall …
Biden Fears China Is ‘Ticking Time Bomb’ Posing Danger to World In comments that included several major inaccuracies about the world’s second-largest economy, Biden said at a political fundraiser Thursday that China was in “trouble” because its growth has slowed and it had the “highest unemployment rate going.” He also blasted Xi’s signature Belt and …
by Dismal-Jellyfish https://www.newyorkfed.org/medialibrary/interactives/householdcredit/data/pdf/HHDC_2023Q2 https://www.newyorkfed.org/microeconomics/hhdc.html Wut mean?: Credit Card Balances: A notable increase of $45 billion to a record $1.03 trillion, along with a rise in credit card account limits to $4.6 trillion. Mortgages: Balances remained steady at $12.01 trillion. Mortgage originations, including refinances, were at $393 billion, up by $70 billion from Q1. Auto Loans: Increased by $20 …
@Vin-pd7mh 5 hours ago Majority of buyers had no clue in 2007-2008 that they are buying at the top because of the FOMO. History is repeating it self.
by Dismal-Jellyfish Source: https://abi.org/newsroom/press-releases/commercial-chapter-11-filings-increased-68-percent-in-the-first-half-of-2023 The 2,973 total commercial chapter 11 bankruptcies filed during the first six months of 2023 represented a 68 percent increase over the 1,766 filed during the same period in 2022, according to data provided by Epiq Bankruptcy, the leading provider of U.S. bankruptcy filing data. Individual chapter 13 filings increased by …
by confoundedinterest17 Jay Leno once quipped about the Obama meal. “Order anything you want and hand the bill to the person standing behind you.” Biden, like his boss Obama, is praciticing a similar strategy. Spend like a drunken sailor and just keep borrowing until the whole thing breaks. The barrage of fresh Treasury bills poised …
We’re having less kids paying in, older people are living longer, and their medicines to prolong their lives are becoming prohibitively expensive. h/t BFD