Independent thinking for complex markets and current events
What TF is up with the Taiwan Dollar? pic.twitter.com/NLS1yDni51 — Nobody Special (@JG_Nuke) May 5, 2025 Pretty succinct overview of what’s going on. If the 1997 Asian Financial Crisis happened because Asian banks had too much USD liability mismatch, this time it seems they have too much USD asset mismatch. And no one on this …
Motorists forced to abandon vehicles as fire hits Route 1 highway * Celebrations nixed around the country * IDF called in to help * Families told not to gather at cemeteries for Memorial Day events A Fire and Rescue Service spokesperson says 24 firefighting teams and four volunteer units in northern Israel are working to …
CITI CUTS U.S. EQUITIES TO NEUTRAL, WARNS ON TARIFF IMPACT Citi just downgraded U.S. equities to Neutral from Overweight, flagging recessionary earnings revisions, rich valuations, and trade risks. They now expect global EPS growth of just 4% in 2025—well below consensus—and see… — Wall St Engine (@wallstengine) April 14, 2025 WSJ: “This is different,” Dimon, …
In the largest single deployment of stealth bombers in U.S. history, the Pentagon has sent six B-2 “Spirit” aircraft to Diego Garcia in the Indian Ocean. The long-range bombers, which are uniquely suited to evade Iranian air defenses and can carry America’s most potent bunker busting weapons, flew in from Missouri last week in a …
Another day, another scramble for physical gold, pushing Comex gold to a record high 41.6 million ounces. BUT the real action is now clearly in silver, where we are seeing an unprecedented delivery scramble pushing total silver also to a record high. Expect a price move soon pic.twitter.com/tUAswBFN9d — zerohedge (@zerohedge) March 21, 2025 Gold …
President Donald Trump signed an Executive Order last week for a six-month review of U.S. support to all international intergovernmental organisations to decide whether it should withdraw from them, or seek their reform. S&P said the current triple-A ratings of the World Bank and other top development banks assume the U.S. remaining in place. Therefore, …
The global bullion market is seeing major dislocations amidst unprecedented demand for physical delivery. Some industry experts said these disruptions may be expediting a supply squeeze in the silver market that will lead to a spike in prices… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the …
Okay no fcking clue what’s going on now but there’s a MASSIVE police presence like I’ve never seen right now heading east on the ten near downtown Los Angeles. I’ve never seen that long of a line of law enforcement in LA and they’re not heading towards any evacuation zone or… pic.twitter.com/KtYyDmLYSo — Stella X …
I'm pretty sure the entire move in bitcoin from $90k to $107k can just be attributed to @saylor MicroStrategy has spent $17.1 billion dollars purchasing bitcoin in the last 35 days That's billion, with a b pic.twitter.com/bmQrR3qXWb — Pledditor (@Pledditor) December 16, 2024 I don't view them as equal weight ETFs are comprised of millions …
The S&P 500 has reached an alarming 177% above its trend, setting a new record by the end of October. For perspective, in 1929 it peaked at 78% above trend, and in 2000 it hit 110%. This is a clear indication of market overheating. Warren Buffett’s Selling Spree Berkshire Hathaway has been selling stocks for …
⚠️MEANWHILE, US EXECUTIVES ARE SELLING STOCKS LIKE CRAZY⚠️ The insider sell-to-buy ratio jumped to the highest level since 2021 While managers were busy offering promising earnings outlook of their firms, at the same time they were selling their stocks👇https://t.co/bIERMrrT9K — Global Markets Investor (@GlobalMktObserv) October 28, 2024
In a groundbreaking decision, the Group of Seven (G7) allies have pledged a staggering $50 billion loan to Ukraine, aimed at bolstering its economy and military against ongoing Russian aggression. This unprecedented move marks a pivotal moment in international relations, with the loan set to be distributed by the end of 2024. The United States …
Yunnan was once again hit by disaster as a severe hailstorm wreaked havoc on October 14, 2024. This wasn’t an ordinary storm; huge hailstones, likened to billiard balls, crashed down, leaving vehicles and rooftops in shambles. The sheer size of the hailstones contributed to the widespread damage, with entire streets flooded and rendered impassable. The …
This storm was strange, different from the get-go. Not the worst we have had where I live, but strange nonetheless. The tornado warnings were going off like crazy, final summary of over 170 tornados was unprecedented. Upto 170 Tornados Across Florida During Milton is Unprecedented. h/t Penny1974
Hurricane Milton poses a serious threat to Florida’s Gulf Coast, including Tampa. Forecasts suggest rapid intensification, potentially reaching Category 3 strength. This would bring life-threatening storm surges, extreme winds, and severe impacts to property and life. Residents should be prepared for evacuations and take necessary precautions. #Tampa listen up. If the forecast holds, #Milton would …
Israeli Prime Minister Benjamin Netanyahu has indeed made strong statements regarding Israel’s response to the recent missile attack by Iran. He emphasized that Iran would “pay” for the attack and that Israel is determined to “exact a price from our enemies”1. This rhetoric suggests a significant and forceful response from Israel, which aligns with the …
Retired Border Patrol chief Rodney Scott blew the whistle to the Daily Caller News Foundation on how the Biden-Harris administration allegedly went to great lengths to hide the immigration crisis from the public, just days after a sector chief made similar claims. Aaron Heitke, a former chief patrol agent for the Border Patrol’s San Diego …
Nvidia stock (NVDA) rose more than 2% on Wednesday after an industry report projected “unprecedented” levels of investments in artificial intelligence, a bullish sign for the AI chipmaker. Consulting firm Bain’s annual technology report published on Wednesday projects that companies will need to make “unprecedented levels of investment” in technology infrastructure to stay on top …
(Sept 24): Gold prices surged to a record high on Tuesday as a cocktail of factors, from hopes of further US rate cuts and China stimulus measures to elevated Middle East tensions, lifted demand. Spot gold steadied at US$2,628.63 per ounce as of 0903 GMT after hitting a record high of US$2,639.95 earlier in the …
The governors continued, “these proposals could erode state sovereignty by granting the WHO’s Director- General the authority to dictate responses to a declared PHEIC, stripping elected representatives of their role in setting public health policies and compelling citizens to comply with WHO directives, potentially including mandates regarding medical treatments.” Notably, the most recent draft of …
In the San Francisco metropolitan area, the median home price was nearly twice as much as a 20-year rent — $1.2 million compared to $609,000. The Bay Area is one of the most expensive regions in the United States to rent. But it’s even more costly to buy a home — even in the long …
https://www.youtube.com/watch?v=4-ro9iJPJ3k The U.S. banking sector is currently facing challenges as it deals with a significant surge in delinquency rates, leading to mounting losses. Recent reports have revealed a shocking 23% increase in delinquencies, causing concern for both banks and borrowers nationwide. This sharp rise in borrowers falling behind on their payments has increased bank losses, …
by Michael What in the world has been happening in Rancho Palos Verdes? When I heard that the land was “moving” there, it immediately got my attention, because I have been warning about geological instability along the California coast for more than a decade. What is taking place has been described as an ongoing “landslide”, but that …
https://www.youtube.com/watch?v=B7NwZ_LcLT8&t=16s Recent developments have had a profound impact on the U.S. economy. President Joe Biden has issued an unprecedented order to banks, surprising many and leaving experts scrambling to understand the implications. This comes at a time when the labor market, usually seen as a strong point in the economy, is showing signs of weakness. …
https://www.youtube.com/watch?v=WERFY50cJt4 The financial situation in the United States is experiencing a significant change as major banks are selling off assets at an unprecedented rate. This move is caused by the imminent commercial real estate crisis, bad loans, and high interest rates. This situation is not just a financial maneuver but a response to deep-seated issues …
This is the most unaffordable US housing market Home prices, adjusted for inflation, are much higher than even the peak of the pre-Financial Crisis period To put this into perspective: Median home prices had reached $350,000 in 2006 Today, it is just shy of $400,000 pic.twitter.com/9EqDrYGSmF — Bravos Research (@bravosresearch) June 17, 2024 Housing is …
At no point in history has breadth ever been this bad during a rally let alone a blow off of 1300 $SPX points NONE ENDED WELL and THIS WILL BE A DISASTER pic.twitter.com/Iwwhi8f5z2 — @mcm_ct_usa (@mcm_ct_usa) June 11, 2024 This is a once-in-a-lifetime market environment. Proceed with caution! — Kailash Concepts (@KailashConcepts) June 11, 2024
Tensions between China and the United States have been escalating for years, fueled by economic competition, geopolitical disputes, and a series of diplomatic confrontations. Recently, China has taken a significant step that further complicates this fraught relationship by cutting ties with a record number of US treasuries and agency debt bonds worth $53.3 billion. This …
#BREAKING "Unprecedented" weather events taking place in Africa! 👉Remember the LAST time Africa has insane weather was right after the Antarctica Anomaly!KwaZulu-Natal#kzn #Tornado #Africa #antarctica pic.twitter.com/iBp3BHPJv8 — In2ThinAir (@In2ThinAir) June 3, 2024
It's hard to understate just how unprecedented the scale of US fiscal stimulus is at the moment. Not only is the deficit massive for a non-crisis period, but its financing is almost entirely via very short-term issuance, which has never been the case before in a non-crisis time. pic.twitter.com/3mQWWPb7ds — Robin Brooks (@robin_j_brooks) May 30, …