Independent thinking for complex markets and current events
The median age of homebuyers has climbed to 56, marking a dramatic shift in the housing market. This is the highest recorded age for buyers, reflecting the impact of soaring home prices, high mortgage rates, and tightening inventory. Younger generations are being priced out, leaving older, wealthier buyers as the dominant force in real estate. …
BREAKING 🚨: United States Credit markets are currently pricing in a 6-level credit downgrade for the United States, which would give it a rating of BBB, just a smidge above investment grade 👀 pic.twitter.com/WlwiP5IN6p — Barchart (@Barchart) May 21, 2025 Jamie Dimon says he's not a buyer of credit today. Warns of a major downturn …
2/ A lot of investors are anticipating a V-shaped recovery But for that, we’d need a dramatic shift in the economic outlook Basically, all the fears priced in earlier this year would need to vanish soon pic.twitter.com/e0olcH9a6J — Bravos Research (@bravosresearch) May 19, 2025 4/ And we’ve seen V-shaped rebounds before The most recent example …
You can smell the desperation. Markets are clinging to a dream no one believes anymore. Beneath the surface, under the record-breaking P/E ratios and sky-high indexes, lies the same rot we saw in 2000 and 2008. Except this time, the cracks run deeper, and the signs are louder. Anyone calling this a healthy market is …
Let them eat cake 🍰 pic.twitter.com/oo61kcRt9x — The Great Martis (@great_martis) May 13, 2025 Seeing another push higher across yields today after CPI, with some noteworthy exceptions pic.twitter.com/bWQH9ht1Cx — Markets & Mayhem (@Mayhem4Markets) May 13, 2025 Is the bond market the scorecard for Bessent anymore? That's the big macro question. Global long term bond markets …
Issuing debt that the Fed then buys with created out of thin air funny money is so Zimbabwe 2.0. The fed is already sitting on over $1.5 trillion in bonds. https://fred.stlouisfed.org/series/TREAS10Y The train is out of control… The first 7 months of FY 2025 produced a deficit of $1.1 Trillion. That’s $196 Billion more than …
Today, the feds start collecting on 5 million+ defaulted student loan borrowers with collections. We have a 20.5% delinquency rate (90 days+) – highest ever recorded (TransUnion) Tax refunds will be seized through the Treasury Offset Program. Social Security benefits cut by up… — Amanda Goodall (@thejobchick) May 5, 2025 More Than Half of Subprime …
Oil is in free fall lately. $58 today. This is one of the first signs of a recession. We’re getting to price levels near what it costs producers to pull it out of the ground. On the bright side it helps with inflation because it’s a major input cost for mfg. pic.twitter.com/NIdahDZX6m — QE Infinity …
Bloomberg — Ukraine is ready to sign a natural resources deal with the US, a person familiar with the matter said, in a move that could bolster Washington’s support for Kyiv by strengthening their economic partnership. The draft agreement, which envisages creating a joint fund to manage Ukraine’s investment projects, has been finalized and may be signed …
$HIMS GETS DOWNGRADED BY 2 FIRMS TODAY AFTER THAT NEWS… Do these analysts actually get paid money for this shit? They’re fucking brain dead. — Gnotz (Bull) (@BullTradeFinder) April 29, 2025 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $22 PRICE TARGET, MAINTAINS UNDERPERFORM RATING — Hims House (@himshouse) April 16, 2025
Bulls refuse to capitulate, which makes this a very dangerous market. The volume oscillator has been a very accurate indicator for when a rally can be bought for more than just a few days. pic.twitter.com/nUQo9Efvc8 — Mac10 (@SuburbanDrone) April 24, 2025 Trump was just caught in another market manipulating lie. Yesterday stocks were bid on …
via Gail Heriot: *Assembly Bill 7 would allow state colleges and universities to give preferential treatment in admissions to the descendants of American slavery. *Assembly Bill 57 would make possible “home purchase assistance” for the descendants of American slaves (if at some point a Bureau for the Descendants of American Slavery is established (see Senate Bill 518), which …
The Trump administration’s drive to slash and overhaul the government, led by Elon Musk, has already led to tens of thousands of departures. Federal agencies are facing a deadline on Monday to present their plans for another round of mass firings, the next step in the Trump administration’s drive to shrink the government that figures …
🚨Trump is scheduled to speak at 11AM today then again at 3PM. — TT3 (@TradingThomas3) April 14, 2025 PRESIDENT TRUMP'S SCHEDULE – Monday, April 14, 2025 – 9:00 AM – In-Town Pool Call TimeLocation: The White House | Access: In-Town Pool – 11:00 AM – President greets the President of El SalvadorLocation: Stakeout | Access: …
There is NOT an "emergency Fed meeting" today. The closed board meeting being described as an emergency meeting was scheduled on April 3rd. These meetings happen roughly twice a month. pic.twitter.com/Yp6YrKEO1Z — The Kobeissi Letter (@KobeissiLetter) April 7, 2025
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. …
The Telegraph. “These Houthis gathered for instructions on an attack,” Mr Trump wrote alongside the black-and-white aerial footage said to show an air strike on the Iranian-backed group. “Oops, there will be no attack by these Houthis. They will never sink our ships again,” the US president wrote. The 25-second clip showed a group starting to …
2008. Bernie Sanders: Free trade without tariffs will destroy American manufacturing. Of course Bernie now says that Trump's tariffs will destroy America. 🤡 pic.twitter.com/H61VBdoeag — MAZE (@mazemoore) April 3, 2025
https://twitter.com/LiquidityFirst/status/1907816171828560070
As severe thunderstorms threatened to hit parts of the Midwest and South on Wednesday, forecasters warned of potentially deadly flash flooding, strong tornadoes and baseball-sized hail. A large swath of the nation from northeast Texas to Michigan was forecast to see the potential for high winds and tornadoes on Wednesday. The area at highest risk …
https://rollcall.com/factbase/trump/topic/calendar/ https://unusualwhales.com/trump-tracker
NEW YORK (Reuters) -Ratings agency Moody’s said on Tuesday that the U.S.’ fiscal strength is on track for a continued multi-year decline as budget deficits widen and debt becomes less affordable. The agency said in a report that the country’s fiscal health deteriorated further since Moody’s lowered its outlook on the U.S. triple-A rating in …
Today is set to be the strongest Monday morning opening gap higher for the S&P 500 $SPY since 10/17/22. pic.twitter.com/2hbTZlOPau — Bespoke (@bespokeinvest) March 24, 2025 25 years ago today, after rallying 14.6% in the prior month, the S&P 500 hit its 'Dot Com Bubble' peak. The index would fall 25% over the next year …
A federal judge in Boston Monday will consider whether to block President Donald Trump and tech billionaire Elon Musk from carrying out their unprecedented plan to buy out tens of thousands of federal employees. Three federal employee unions — with the support of 20 Democratic attorneys general — have argued that the Office of Personnel …
Eleanor Terrett @EleanorTerrett NEW: Today @SenatorHagerty introduces his stablecoin bill in the Senate. The bill is called the GENIUS (Guiding and Establishing National Innovation in U.S. Stablecoins) Act and aims to provide clear regulations for stablecoins. Here are the highlights of the bill which is based off a discussion draft Hagerty rolled out in October. …
Schumer: "This is just the beginning… If DOGE attacks the USAID today… who knows, next might be the IRS" pic.twitter.com/7QQuXEnSyZ — unusual_whales (@unusual_whales) February 4, 2025 Am I supposed to be upset about this or something? Pentagon Spent $600 million on Sushi (Treasury Payments): And the IRS is spending $230,000 a month on Starbucks Cinnamon …
🚨BREAKING: The Trump administration has mandated that all federal employees must remove pronouns from their email signatures by 5PM today. pic.twitter.com/RlBv9VLUNL — Benny Johnson (@bennyjohnson) January 31, 2025 Pronoun Warrior Pete Buttigieg Nukes "He/Him" From Social Media https://t.co/01GO10BmIW — zerohedge (@zerohedge) January 31, 2025 The mandate affects multiple federal agencies, including the Department of Transportation, …
