A hub for independent voices and hard truths
Mag 7 cutting buybacks and borrowing while private credit guys talk about heavy drawdowns and yields keep grinding higher is not “AI strength,” it’s stress showing through the paint. Money isn’t cheap anymore, lenders are pulling back, and somehow people …
Fed will need to tighten. There are few bubble-like segments in equities and commodities that could pop.https://t.co/cw0WLRfiQC — Marko Kolanovic (@markoinny) January 22, 2026 Commodities collapse up continues pic.twitter.com/gC80f181mg — Don Johnson (@DonMiami3) January 24, 2026
Nasdaq didn’t tighten oversight to protect shareholders or promote transparency. It acted because the illusion had grown too grotesque to ignore, because the exchange finally recognized its own reflection in the chaos it had helped create. Nasdaq now requires shareholder …
Wall Street is gearing up for a massive surge in Treasury bill issuance in the third quarter, that is more than half a trillion dollars. That means the government is borrowing heavily to cover spending, which puts pressure on interest …
The latest round of economic sanctions against Russia is intensifying pressure on its financial and energy sectors. The United States, United Kingdom, and European Union have expanded restrictions, targeting major Russian banks and energy giants like Gazprom. The measures aim …
This make up wearing mofo used clothes pins to pull in the fire jacket he’s wearing as a prop, so he would look snacky for TV. pic.twitter.com/t9s1Z92iL5 — Cernovich (@Cernovich) January 9, 2025 ABC’s ‘narcissistic’ David Muir roasted for sprucing …
Vowing that “California won’t wait” until the next mass shooting to act, Gov. Gavin Newsom on Sept. 24 signed a package of bills with a goal of strengthening firearms regulations and preventing gun violence. One new law, Assembly Bill 2642—authored …
by Mike Shedlock Perhaps there is one more Democrat convention upswing, but it appears euphoria over Harris is fading. What’s going on? On August 14, Harris held a 56.7 percent to 42.7 percent edge over Trump. Harris lead is now …
California Democrats are planning to send the state’s astronomical gasoline prices soaring even higher by strengthening a pair of decade-old climate policies. The California Air Resources Board (CARB), whose most senior members are appointed by Governor Gavin Newsom, is considering …
With credit spreads on the rise and the 10-year TIP trading at 2.2%, financial conditions are tightening, sparking concerns among investors. While systematic funds tread cautiously amid thinning market depth, the next fortnight looms as a critical period. Contrary to …
The Korean economy faces a slowdown, marked by households cutting food expenses for the first time since the Asian Financial Crisis. Surprisingly, a bustling airport on a Wednesday night tells a different story, while local joints like Shake Shack experience …
The continuing lag will crush this economy! No more loans without very good collateral and prime lending is close to 9% and going higher. — Kerby Roberson (@KMACKROB) August 16, 2023
by Dismal-Jellyfish Table 1 (PDF) | Table 2 (PDF) | Charts (PDF) Wut Mean?: Commercial and Industrial (C&I) Lending: Banks tightened standards for C&I loans to businesses of all sizes. All loan terms for C&I loans, like rate spreads, premiums on riskier loans, credit …
by BoatSurfer600 As rates rise and the economy slows, banks tighten their credit lending standards out of fear of higher loan losses. If the credit to the economy dries up more than anticipated, then the slowdown might accelerate. A credit-starved …
