Independent thinking for complex markets and current events
by confoundedinterest17 Hi ho silver! Away! And bitcoin! Silver prices are soaring. And Bitcoin is soaring as well along with long-term Treasury yields. Silver and bitcoin are the Lone Rangers of alternative investments!
Japanese interbank lending rate ripping upwards it's the meme! "reaching levels not seen since: 2008" pic.twitter.com/5AsCGavTjx — Roberto Rios (@peruvian_bull) April 23, 2025 Bridgewater, the largest hedge fund in the world, comes out as bearish as I have ever heard them about the changing economic regime. pic.twitter.com/jMzXVhyMO5 — Spencer Hakimian (@SpencerHakimian) April 24, 2025
Crucially, the estimates are an approximation based on several simplifying assumptions and limited data. The data we have from RealPage and Zillow measure both algorithm usage and rental prices at the level of a metro area, and not at the level of a rental unit. But in reality, the costs to renters of landlords using …
by confoundedinterest17 Where has all the GDP gone? Not to wages. As expected, Q3 Real GDP was revised upwards to 5.2% annualized. Of course, this shatters JKP’s talking points that Biden inherited a train wreck of an economy from Trump. Q3 2020 Real GDP grew at over 30%. And on a year-over-year (YoY) basis, US real GDP grew …
Analysts are repeating the same mistake made during the 2008 Financial Crisis by revising earnings upwards despite a contraction in leading economic indicators, raising major warning signals. The US is experiencing deficit spending near 10% of GDP, reaching levels last seen in 2008, yet the Fed maintains that there is no recession in sight, leading …
Recent stock market surge deviates from reality, with fund managers buying overvalued stocks to catch up, pushing the market higher. https://twitter.com/MFHoz/status/1674879653008359424 Look at NAIIM, they are fully invested now. — The Macro Pulse (@TheMacroPulse) June 30, 2023 Nine months down, and nine months up. And what a load of bull shit we've had to suffer …
