Independent thinking for complex markets and current events
via notayesmanseconomics This morning has brought disappointing news for the UK on the inflation front. We can start with the measure targeted by the Bank of England. The Consumer Prices Index (CPI) rose by 3.3% in the 12 months to March 2026, up from 3.0% in the 12 months to February. On a monthly basis, …
Nobody wants to say it but the real similarity is not the line shape it is the insane focus on a handful of AI names carrying the whole market just like internet stocks did in 1999. When sentiment turns the unwind will punish indexes hardest because so few stocks hold up the weight and the …
Reporter’s summation of today’s episode from Frontline Africa news podcast: Five things you should take away from this episode. The number one thing is that this is now a four-front war. Iran from the east, Hezbollah from the north, the Houthis from Yemen in the south, the Iraqi militias hitting American targets across the Middle …
kristen shaughnessy @kshaughnessy2 “Bank of America has a stark warning for stock investors” “The stock market may be just one bad day away from forcing Washington and Wall Street to act. That is the message Bank of America chief investment strategist Michael Hartnett sent to clients on Friday….. The four market thresholds to watch •S&P …
The economy for the bottom 80% has been in recession for 18 years. pic.twitter.com/vuclc5haGe — Darth Powell (@VladTheInflator) January 13, 2026 57% of Americans believe the economy to be undergoing a recession, per Gallup. — unusual_whales (@unusual_whales) January 14, 2026 Richmond Fed President Tom Barkin highlights AI-driven business investment and wealthy consumer spending as the …
Unfortunately, today’s document release by @AGPamBondi and @DAGToddBlanche grossly fails to comply with both the spirit and the letter of the law that @realDonaldTrump signed just 30 days ago. @RepRoKhanna is correct. https://t.co/gZQyQBUT4R — Thomas Massie (@RepThomasMassie) December 19, 2025 Consider these three attachments: 1) Epstein Files Transparency Act2) Statement from Fox Digital3) existing criminal …
Arvind Krishna, CEO of IBM, has argued that the recent surge in spending by Big Tech on AI-data centers is economically unrealistic. On the “Decoder” podcast he estimated that building and fully outfitting a one-gigawatt AI data center costs about $80 billion. Given that industry announcements suggest firms are planning up to 100 gigawatts of …
https://twitter.com/rev_cap/status/1980083491665543298 I’m saying this all honesty, but if the market doesn’t grind and hold any move higher tomorrow with all the stuff Trump is saying, it’s pretty telling of how much fuel this rally has left. Make sure you’re paying attention to the price action — j (@jtsla4) October 20, 2025 TRUMP SAYS “WE CAN …
President Trump will continue making peace deals, ending wars, and saving lives. He has the heart of a humanitarian, and there will never be anyone like him who can move mountains with the sheer force of his will. The Nobel Committee proved they place politics over peace. https://t.co/dwCEWjE0GE — Steven Cheung (@StevenCheung47) October 10, 2025 …
View post on imgur.com Today's cover: Anti-ICE gunman Joshua Jahn’s sister shares criminal past — including weed bust https://t.co/NJq2BEBOAm pic.twitter.com/pn45h56vJ5 — New York Post (@nypost) September 25, 2025
1. Clinton inherited the harvest from Reaganomics: a robust, growing economy with inflation tamed.2. Clinton did not wage any expensive war.3. He was completely blind and deaf to the imminent threat of terrorism; he absolutely ignored the first attack on the WTC (1993), US… — Pavel Kohout (@KohoutPavel) September 23, 2025
Most buyers since COVID couldn’t afford the house just like 2008. Especially with mortgage rates where they are. https://t.co/I9OLqLUANX — QE Infinity (@StealthQE4) September 16, 2025 It would take a heart of stone to read about these F*cked Borrowers who can't sell their overpriced houses, & not laugh byu/Boo_Randy_II inHouseBuyers Markets don't seem to have …
The labor market is going from frozen to cracking. Look at how many industries have LOST jobs in the past 3 months. Mining -13,000Construction -10,000Manufacturing -31,000Information -15,000Business/Professional -51,000Federal gov't -34,000Finance 0 job gains The US job… pic.twitter.com/BsUYoCTMX3 — Heather Long (@byHeatherLong) September 5, 2025 Fox Business announcing today’s horrendous job numbers live: pic.twitter.com/tOfItA9s9f — Spencer …
maybe the EU wants them to implode, so they can bail them out and enforce certain conditions? pic.twitter.com/e2gXVWbuuT — myuzumaki (@myuzumaki_com) August 27, 2025
The Federal Reserve didn’t provide any liquidity to Wall Street between Aug 14 till yesterday (Aug 19) and decline -4% 📉 then juiced liquidity today. This market is in bad shape. $qqq https://t.co/xFh7poek9g — The Coastal Journal (@1CoastalJournal) August 20, 2025
Fed Chair Jerome Powell is slated to speak Friday at the Fed’s annual Jackson Hole symposium. Evercore ISI warns that even a ‘balanced’ tone could trigger a -7% to -15% pullback into October. Fed Chair Alan Greenspan’s 2000 meeting is infamous for popping the dot-com bubble. One cautious rate hike and a hint of tightening …
“My view is that buying and holding real estate is not an effective investment strategy in our current economic environment, for a few reasons. 1) Real estate is more interest rate sensitive than it is inflation sensitive, so given our current circumstances it is likely to go down in real terms 2) It is a …
Picture 2008 again. The fear on screens. The system breaking. Now pause. The difference today is quieter and darker. The collapse arrives in data points, not alarms. Start with labor. The working‑age population between 25 and 54 is now shrinking in absolute terms. That means fewer workers, fewer new households, fewer buyers. Without a growing …
Head of the Security Service of Ukraine Vasyl Maliuk delivered a report regarding today’s operation. An absolutely brilliant result. A result achieved solely by Ukraine. One year, six months, and nine days from the start of planning to effective execution. Our most long-range operation. Our people involved in preparing the operation were withdrawn from Russian …
https://www.youtube.com/watch?v=Jrs6cf2GFg4
Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. pic.twitter.com/AZa9egjraK — Peter Berezin (@PeterBerezinBCA) April 9, 2025 Let me get this straight, every other country said they were willing to negotiate with Trump and reduce their tariffs to ZERO, so Trump put those negotiations on hold. Then …
Interesting front cover in todays Irish Business Post… pic.twitter.com/HQAg2bTl0N — Mark Attwood (@MarkAttwood) April 6, 2025 View post on imgur.com View post on imgur.com TRUMP USING THE TERM NEW WORLD ORDER h/t Little Lost
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 …
I'm still fascinated by this setup I've discovered. It's been unfolding perfectly, and I'm eager to see the next move. If the market is about to dip, it would align perfectly with today's interest rate decision. Not the most robust setup, but definitely an interesting one. 👀 https://t.co/p0VQYYkrM5 pic.twitter.com/PHLmCmq5S9 — Guilherme Tavares (@i3_invest) January 29, …
Everything feels so high. SPX with 120 month moving average. Dec 2024: SPX 6000, 120MMA 3400. Its funny how the same bullshit scams repeat, but just in VERY slight variation. Penny stocks – CryptoHousing shortage – Housing shortageDotcom – AI My dad started day trading in the late 1990s and lost his entire six figure …
Peter Lynch's wisdom is one of the few OG still relevant in today's market. — Space Investor (@SpaceInvestor_D) December 8, 2024
https://twitter.com/WilliamHBart/status/1864424193850229151
The 1987 crash was largely influenced by the Fed’s rate hikes amid inflation concerns. It does feel like we’re seeing similar warning signs, rising inflation, interest rate hikes, and market volatility, though predicting an exact repeat is tricky. 1987 vs 2024 ✍️ Dow Jones: Let's analyze the lead-up to the 1987 crash vs. now. 12-month …
You may be surprised to learn that housing is now “the civil rights issue of our time” according to some activists. The problem with activists like this is how they want the problem solved. They want more government involvement and control – which could wreck more than just the housing market… From Peter Reagan, at Birch …
