Independent thinking for complex markets and current events
Earnings beat but everything else is collapsing now. Why would people buy houses when AI is replacing their jobs. Here are the numbers for $SPY earnings +27.8% vs +13.9% est. Big tech is absolutely smashing analyst estimates pic.twitter.com/J2ytNQYuqr — Simplifying Stocks, CPA (@FinFluentialx) May 1, 2026 Tech layoffs are skyrocketing: Tech companies announced 81,747 layoffs …
Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas market but very tight in supply and much more challenging to… pic.twitter.com/vCf5mQJAA0 — Daniel Lacalle …
The fuse isn’t just lit, it’s smoking through the whole map. After it was announced that approximately 10 American military C-17 cargo planes would arrive at RAF Fairford in Gloucestershire, UK, today, Elon Musk responded to Iran's Supreme Leader Ayatollah Khamenei's post "We will not yield to the enemy" with the phrase "False illusion" in… …
It went from "peerless decentralized payments" to "we deserve answers" in 16 years. Nothing changes because the nature of man stays the same. Do you even understand what cryptocurrency is? — Tom Badley (@CurrencyDesign) December 23, 2025 Yeah the bull trend broke on exactly October 10th and everyone said: "ok time to pack it in, …
Once CPI prints on Thursday and it is in line or cooler than expected Then there is very little in the way of the market running for the next few weeks at the very least. All important catalysts will be out of the way. The market has, by all accounts, handled the storm very well …
They printed too much money, and now the metal’s just telling the truth. A sustained upward surge is meaningless; let it consolidate sideways before unleashing an epic rally pic.twitter.com/zTs1JAw13W — Amelia Pavlenko (@AmeliaCFA_) November 12, 2025 Gold versus stock markets – Are you listening? https://t.co/bumRgRBngu pic.twitter.com/Xkm9apfNJ7 — Northstar (@NorthstarCharts) November 12, 2025
As rising costs squeeze younger generations, a disturbing trend is spreading: “inheritance impatience.” Adult children are pressuring parents (and grandparents) for early access to their estates – draining retirements before they begin… By Peter Reagan Let me start with a question you’ve probably never asked yourself: What if the story of the prodigal son ended …
” Be fearful when others are greedy, be greedy when others are fearful. ” The Buffett Indicator just hit 217%. That’s 69% above trend. Every time in history we’ve been this stretched… the crash came fast. pic.twitter.com/aKOddEybpr — Mr. Uppy (@MisterUppy) September 22, 2025 Throughout most of 1929, market was melting up. Millionaires were being …
Here’s what you’ll learn when you read this story: First surfacing in 2021, the “dead internet theory” is the idea that the future internet will be largely driven by autonomous bots rather than real-world humans, creating an endless content factory driven by the engagement of solely digital entities. Although first inspired by the rise of …
Jerome Powell’s last Jackson Hole speech will test his legacy as he battles inflation, defends Fed independence and pushes back against political pressure. Here's how the 🇺🇸 stock market has performed around Jerome Powell's recent Jackson Hole speeches – Trend Spider pic.twitter.com/BsBVztZIWI — Evan (@StockMKTNewz) August 22, 2025 Here’s how $SPY have reacted to Powell’s …
Trend jobs growth falls from over 100k to just 35k byu/Downtown_Yoghurt9527 inEconomyCharts Before July’s revision, labor markets looked goods – modest acceleration above 100k – but now we are running at the lowest pace outside of recessions since 2003.
May job gains revised down signaling labor slowdown… Companies are in lock down mode, reluctant to hire anyone right now. It will likely get worse until the Fed wakes up and cuts rates. pic.twitter.com/v40GWQRUXx — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 2, 2025 If we start losing service jobs these jobs numbers are going to start …
🚨USA Cancer Treatment Expenditures Adjusted for Med Svc Inflation/Pricing (Constant $) Up 22.5% over old trend$41.4 billion in new cancer treatment costs per year Inflection date = June 2022Old Trend = 0.22% CAGR (real growth)Novel Trend = 2.6% CAGR (real growth) pic.twitter.com/xWzBW8uZ1n — Ethical Skeptic ☀ (@EthicalSkeptic) May 15, 2025 By age group (Panels 1 …
BTC/M2 is exhibiting a pattern similar to 2021, indicating the possibility of a rally through August, followed by a significant top. pic.twitter.com/t23WXeJmTv — Guilherme Tavares (@i3_invest) May 2, 2025 S&P 500 may not have bottomed warns Goldman Sachs 🚨🚨 pic.twitter.com/O2ETYoGk5Z — Barchart (@Barchart) May 2, 2025
Fed allowed M2 to grow yet again in Mar, setting new record of nearly $21.8 trillion, or ~$3 trillion above the pre-pandemic trend; we aren’t getting back to normal, and the Trump admin will be getting ZERO help from Powell anytime soon… h/t Boo_Randy_II
Interesting perspective, it somehow makes sense. South Korea and China are already in a demographic collapse which will be difficult to reverse. Isn’t it cute though how Paris sticks out? The French have always been so romantic. pic.twitter.com/qbW0XKl1jU — Michael A. Arouet (@MichaelAArouet) April 15, 2025
It’s now official. The euro has broken out above a key historical resistance level. FX trends often take time to develop, but once they do, they tend to persist for years. I expect this time to be no different, with the US dollar likely to weaken further against other… pic.twitter.com/KiCuLdQqcG — Otavio (Tavi) Costa (@TaviCosta) …
BREAKING🚨🇺🇸 Madison Square Garden Entertainment has Filed to LEAVE Delaware and Redomesticate in Nevada Another Day, Another Departure… pic.twitter.com/iMkdjuGuJc — Leave Delaware (@LeaveDelaware) April 7, 2025 More: “In the official proxy statement, reasons for leaving include more predictability and certainty in decision-making; and reducing the risk of opportunistic litigation against the Company, and its directors …
Reversing a 75-year trend of lower tariff rates, Team Trump’s tariffs are expected to take tariff rates to 8.4% this year, the highest since 1948 byu/RobertBartus inEconomyCharts
Nasdaq 100: Risk off! The 5-week MA just crossed below the 50-week MA. Last time this happened, we saw a continuation of the downward trend. pic.twitter.com/ZNfIy7bXmR — Guilherme Tavares (@i3_invest) March 31, 2025 Ignore the mass layoffs, they’re not the story. Capital is rotating into oil, aerospace & defense – a lot of short-cycle, defensive …
🔴YIKES, S&P 500 bull trend looks broken, peak in sight? Wall Street's narrative is cracking, where's smart money going next? My Substack post reveals 2025–27’s best contrarian bets. https://t.co/MTHMTRa3tD pic.twitter.com/8TlMSlRuOC — The Macro Pulse (@TheMacroPulse) March 23, 2025 https://twitter.com/Jedi_ant/status/1904205083811696841 The stock market doesn’t reflect reality for 95% of people. It’s all a façade and a …
With Amazon deploying over 750,000 robots that replace 24 workers each, automation is rapidly reshaping the workforce. If you’re in logistics, warehouse management, or other vulnerable industries, consider investing in upskilling for more tech-focused roles. The shift is already happening, adapt or risk being replaced. Amazon $AMZN now has over 750,000 robots deployed across their …
Buckle up. The market might not be as stable as it looks. **SPY/TLT (MY BAD)!!😬 — Guilherme Tavares (@i3_invest) February 26, 2025 Maybe it's just coincidence, but this chart seems too significant to ignore. The consumer discretionary-to-staples ratio just formed a near-perfect double top, revisiting late-2021 levels. In my view, this is likely the beginning of a …
USAID suspends payments, leaving Politico and other outlets unpaid. Coincidence or funded by USAID? Under Biden, taxpayers unknowingly gave $9.6 million to Politico for “communicating the President’s message.” We have really gone communist under Biden! This is really bad! Tax payers have unknowingly given Politico $9.6 million since 2024. This includes the office of the …
by LegalDragonfruit1506 -Unemployment rate is low -Lots of job openings are being reported Almost 1/4 of Harvard MBA grads are unemployed. A recession is coming and the current administration is going to be holding the bag. https://www.edexlive.com/campus/2025/Jan/21/over-23-of-harvard-universitys-mba-graduates-unemployed-report
Let’s not get it on. Americans are losing interest in sex, a government study has found — with one astonishing age group leading the no-nookie trend. Rates of sexlessness are climbing from coast to coast among adults ages 22 to 34, statistics plucked from the newly unsheathed National Survey of Family Growth showed — with …
We’re expecting more snow and extremely cold temperatures that can be quite painful. However, there’s good news on the horizon—a warmup is finally coming soon. Hang in there, and soon we’ll be able to enjoy some relief from this harsh winter weather.
Treasury yield spreads widening could signal a significant market pullback, historically linking to major SPX crashes. Bear Porn Update: A freight train is coming for SPX, NDX, DJIA, and RUT…Why, you ask? Because history tells us. Just have a gander at the attached chart first: The big deal is that Treasury spreads are widening once …
BREAKING: The median duration of unemployment in the US rose to 10.5 weeks in November, the longest in 3 years. At the same time, the average unemployment duration rose to 23.7 weeks, the highest since April 2022. Both metrics have been now rising at the pace previously seen at the onset of the last 4 …
by Tripleawge The dollar looks extremely bullish. The trend line it has broken out of and looks ready to retest is from the peak in 1985. The sheer scale of the double bottom pattern is nothing like I have seen on any asset before. The moving avg trend line is the 30-week and it looks very …