Independent thinking for complex markets and current events
Investors pulled out a record amount from Corporate Bond ETFs in October, while US bankruptcies and housing defaults surged. Bank of America forecasts a record year for cash funds, suggesting widespread concern and a cautious market approach. Corporate Bond ETFs had an outflow of $9.4 Billion in October, the highest amount in history pic.twitter.com/xbvPs24jUq — …
Over the past decade, there has been a notable trend in the reduced economic interdependence between China and the United States. Currently, 15% of U.S. imports originate from China, a significant decline from the 22% reported in 2016. Simultaneously, the United States represents just 15% of China’s total exports, down from 19% in 2019. https://t.co/gbRlToaK6L …
Under Justin Trudeau’s lengthy leadership, Canada grapples with an infuriating reality: a shocking 2 million people now rely on food banks in a single month. These startling numbers showcase the escalating economic hardships faced by countless Canadians. Trudeau’s era has seen the worst inflation rates in four decades and the fastest surge in interest rates …
This is shocking: US population growth has collapsed Reaching levels near 0% indicating almost NO growth Current levels have NEVER been seen in 100+ years Even during the Great Depression, population growth bottomed out at around 0.5% In other words, this is the worst population growth setup seen in over 100 years of US history …
The surge in retirement concerns is a glaring red flag that cannot be ignored. With the shadow of a possible recession looming, the stakes are higher than ever. In the face of persisting inflation and wavering consumer confidence, the Fed’s responsibility to secure a soft landing in 2024 becomes a dire necessity. After years of …
Higher US debt deficits can potentially contribute to inflation if the government resorts to printing more money to cover its deficit, which can increase the money supply and, in turn, lead to rising prices. Prominent figures like former Treasury Secretary Larry Summers and investor Stanley Druckenmiller are sounding alarms about the unprecedented economic challenge the …
The German police union expresses concerns over the lengthy deportation process for around 50,000 individuals eligible for deportation. MORE – German police union warns about "life-threatening" unrest in the country: "The police are being challenged like never before in post-war history." pic.twitter.com/VRbdo1JLEk — Disclose.tv (@disclosetv) October 30, 2023 Well well well pic.twitter.com/UKbvTiJZkS — The_Real_Fly (@The_Real_Fly) …
The recent change in Jerome Powell’s approach is indeed noteworthy. Having refrained from criticizing Congress during the extensive $6 trillion COVID spending period, his newfound willingness to do so suggests a shift in tone and approach. 5 years late, Jerome Powell finally admits maybe federal spending is a problem. When your professional counterfeiter is worried …
The People’s Bank of China’s massive cash injection of 733 billion yuan, an unprecedented record high, through reverse repos sends a clear message that policymakers are committed to maintaining low interest rates to boost the emerging economic recovery. Additionally, China’s issuance of $137 billion in sovereign debt underscores their dedication to supporting their economy during …
For two years, the cryptocurrency world has been waiting to see how the Internal Revenue Service (IRS) would implement the Infrastructure Investment and Jobs Act. Put simply, this law established new reporting requirements that risked setting a de facto ban on cryptocurrency mining and exposing millions of Americans to new felony crimes. The good news …
TRUMP’S LEAD AND GOP DECISION-MAKING. Former President Donald Trump’s support now stands at 59% among Republican voters nationwide in the 2024 presidential nomination race. His lead over Gov. Ron DeSantis (R-FL), still the second-place candidate in the race, is 46.3 points. Both Trump’s support and the size of his lead are the biggest they have …
A financial market of this magnitude behaving like a speculative penny stock due to a single individual’s tweet about closing a position is a concerning and unhealthy sign for its stability and reliability. https://twitter.com/RJRCapital/status/1716500529147212201 🚨BREAKING: BILL ACKMAN COVERED HIS BIG BOND SHORT! “There is too much risk in the world to remain short bonds at …
We're gonna need a bigger graph: Fed is now over $110 billion in the hole after suffering another week of losses in an unprecedented streak or red ink – the same people telling you the banking system is safe and sound found a way to lose money despite having a money printer: pic.twitter.com/qCLlVkqVc5 — E.J. …
The Nasdaq’s return compared to US Treasuries is now at a record high, surpassing levels seen during previous bubbles and indicating a significant gap between equity and bond returns. So many unsustainable metrics out there right now. This also underscores the significant outperformance of the S&P 7 to the remainder of the index. Markets are …
As if San Francisco wasn't dangerous enough, SFPD is experiencing an "unprecedented" staffing crisis. More than 700 officer jobs are currently empty, representing 32.4% of its intended size. Another 350 officers are already eligible for full retirement. Between recruitment… pic.twitter.com/kAfesfqm5D — Charlie Kirk (@charliekirk11) October 5, 2023
#2 – Dowd’s opening slide illustrated adjusted cardiovascular death rates for people aged 15 to 44 in England and Wales. From 2010 to 2019, cardiovascular deaths in this age cohort declined in England and Wales, dropping 20% from 10 to 8 deaths per 100,000. pic.twitter.com/VpqWnmkVoO — The Vigilant Fox 🦊 (@VigilantFox) September 30, 2023 #4 …
…Quite convenient, isn’t it? “The White House has said there is an “unprecedented” buildup of Serbian troops and armour along the Kosovo border and called on Belgrade to withdraw them immediately. The Nato peacekeeping force in Kosovo, Kfor, has been reinforced with British troops and the Biden administration said it was consulting with allies to …
Our societal breakdown is happening by design. via YAHOO: Losses from retail crime ticked up in 2022, causing many retailers across the country to change the way they do business, according to a survey released on Tuesday by the National Retail Federation. “Retailers are seeing unprecedented levels of theft coupled with rampant crime in their …
More than 2,000 people in Libya are feared dead in severe flooding, according to a Libyan leader, as Storm Daniel swept through the eastern part of the country. The head of Libya’s eastern parliament-backed government, Osama Hamad, announced the death toll on Monday, according to a report from state news organization Libyan News Agency. “Osama …
https://www.youtube.com/watch?v=YTgLGZsvrOo If you live in America, are you seeing rent prices go up or down in your area this year? Despite recent claims that rent price growth is cooling down, new surveys just published by the Harvard Joint Center for Housing Studies and Freddie Mac found that the majority of U.S. households, — or about …
US military may put armed troops on commercial ships in Strait of Hormuz to stop Iran seizures The U.S. military is considering putting armed personnel on commercial ships traveling through the Strait of Hormuz, in what would be an unheard of action aimed at stopping Iran from seizing and harassing civilian vessels, four American officials …
The real estate sector has been deteriorating amidst an unprecedented rate hike cycle Yearly change in home prices has been sharply dropping from its highs, similar to the 1979, 1990 and 2006 pic.twitter.com/HgQNr18wzk — Bravos Research (@bravosresearch) July 27, 2023 We may be in for protracted home price retracement Rather than a sudden crash like …
VILNIUS, Lithuania — Ukrainian President Volodymyr Zelensky tore into NATO leaders including President Biden Tuesday for not extending NATO membership to his war-torn country — introducing fresh diplomatic drama into the annual gathering of the military alliance’s leaders. Zelensky, who will join the NATO summit in Lithuania on Wednesday, slammed the reticence as “weakness” and …
Loan-to-deposit ratio has seen the sharpest rise since the 1990s This is the result of consumer borrowing increasing at an unprecedented pace pic.twitter.com/gKl61K9iQN — Bravos Research (@bravosresearch) June 29, 2023 “We’re in an inflationary debt bubble, meaning that consumers are using credit to chase inflation. Based on the assumption that interest rates are coming down …
In this era, market manipulation via the options market has reached unprecedented extremes: Today is quarterly opex. pic.twitter.com/XZJdj9ChtF — Mac10 (@SuburbanDrone) June 16, 2023 https://twitter.com/NorthmanTrader/status/1669638387911860226 BREAKING: Harvey Jones, who has been on the Nvidia, $NVDA, board since 1993, has sold nearly 120,000 shares this week, worth $48.3 million. He has sold more than $76 million …
by Dismal-Jellyfish https://www.sec.gov/litigation/admin/2023/34-97632.pdf Source: https://www.sec.gov/litigation/admin/2023/34-97632.pdf In the Order, the Commission found that BBPLC failed to put into place any internal control around the real-time tracking of securities being offered or sold off of its Commission-registered shelf registration statements. As a result of this failure, between June 26, 2019 and March 9, 2022, BBPLC offered and sold an …
