Independent thinking for complex markets and current events
Was Friday the start of a bigger pullback for stocks?$VIX Term Structure fell below 0.79 on Thursday. Volatility was too low. This only happened 3 other times in the past 4 years. Each case was followed by at least a -10% correction for $SPX pic.twitter.com/vDxvJRwZLY — Subu Trade (@SubuTrade) December 14, 2025 JAN 2008. Markets …
Goldman Sachs says the AI boom now looks like tech stocks did in 1997, several years before the dot-com bubble burst. The bank flagged five warning signs from the late 1990s investors should watch: peak investment spending, falling corporate profits, rising corporate debt, Fed rate cuts, and widening credit spreads. The Warnings Today Investment spending: …
Swaps — a historic move, Lehmanesque. The beast inside the market is about to break the Fed. A colossal policy reversal is coming. https://t.co/ewp0mUHB2k pic.twitter.com/r8psEJW3fL — Lawrence McDonald (@Convertbond) April 9, 2025 Literally off the charts, no further comments necessary pic.twitter.com/As70Iob5rv — Michael A. Arouet (@MichaelAArouet) April 10, 2025 If the Yen breaks, liquidity breaks… …
San Diego Border Control. ENJOY!!! pic.twitter.com/OIS54RigeJ — Juanita Broaddrick (@atensnut) February 27, 2025
The moment when people start crapping on Warren Buffett is usually the time you want to put on a helmet. https://t.co/Ngk5c0rMPi — Jared Dillian (@dailydirtnap) December 18, 2024 Here is where it gets interesting and lethal for bulls. The highest quality stocks are reaching the most oversold level of the year on price, but support …
CHICAGO — Vice President Kamala Harris capped the star-studded Democratic National Convention on Thursday by vowing to unite Americans and usher in a “new way forward” — but offered little insight into her policy agenda that would achieve that. Instead, Harris, 59, formally accepted her party’s presidential nomination in a speech that focused on her …
https://twitter.com/futureecogold/status/1795884879890030931 Municipal Bonds and Yields: Municipal bonds (often called “munis”) are debt securities issued by states, local governments, or other public entities. They serve as a crucial financing tool for infrastructure projects, schools, hospitals, and other public needs. The yield on municipal bonds has become more attractive recently due to rising interest rates. Investors can …
Half of Americans — including 42% of Democrats — say they'd support mass deportations of undocumented immigrants, according to a new Axios Vibes survey by The Harris Poll. — unusual_whales (@unusual_whales) May 2, 2024 Almost like thats what you are supposed to do, and what we have always done, with illegal immigrants.
FOX: Real estate investor warns US is entering the ‘greatest’ correction of his lifetime One real estate investor is bearing witness to the start of the industry’s “greatest” correction he’s ever seen. “I just want to say that we’re entering the greatest real estate correction in my lifetime,” private equity fund manager Grant Cardone told …
Forget the resume — Gen Z thinks you should hire them for their personalities. According to the youngest generation in the workforce, their humor and wit provides a certain vibrance older employees apparently lack. They’ve even invented a term — “personality hire” — to describe their self-perceived function in a corporate setting: to provide all …