Independent thinking for complex markets and current events
Moody’s latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently reducing their exposures …
by David Haggith The monster arrived as a toothy baby left on the steps of the New York Stock Exchange, exactly as predicted here for early Summer, but wait until you see what it grows into by the end of summer. The TACO trade is the new action on Wall Street where investors are betting …
Markets hit weekly high right after Israel strike but low summer liquidity could trigger another brutal crash… Oil is pointing to a new global deflation. That I predict will be outside of central bank control aka. a mass deleveraging event. pic.twitter.com/Srkj9RtjbJ — Mac10 (@SuburbanDrone) June 24, 2025 Today was the biggest down day for oil …
“In a stagflation scenario, the risk is that rates will be higher for longer and credit losses will begin to accumulate, in particular for lenders to tech, growth, and VC, where borrowers are characterized by having no earnings and low coverage ratios.” Apollo Sadly, today's gap up in markets won't fix this. Per FDIC, the …
by kmmeow1 I personally believe that buying put options on small cap ETFs such as IWM & IJR are going to be more profitable than on SPY & QQQ. Why? Large companies have more ability to navigate the complex supply chain issue. Plus, giant firms like Apple and Amazon can afford to ask for favors …
They keep asking which jobs are safe. Not which ones pay well. Not which ones offer meaning or longevity. Just one question repeated again and again, in back channels, in interviews, in late-night posts from people staring at their careers like a sinking ship. The question is simple, but the truth it drags behind is …
BREAKING: "Operation Tidal Wave" arrested over 780 illegals in an operation in Florida "This a just a PREVIEW of what's to come throughout the nation" – Assistant DHS Sec. Tricia McLaughlin 🔥🔥🔥 pic.twitter.com/0LW3bHNCIO — Libs of TikTok (@libsoftiktok) April 27, 2025 The party is OVER. Law and order has returned. Under the leadership of President …
In November of 2020, a freak wave came out of the blue, lifting a lonesome buoy off the coast of British Columbia 17.6 meters high (58 feet). The four-story wall of water was finally confirmed a couple of years later as the most extreme rogue wave ever recorded. Such an exceptional event is thought to …
How many of the 550bn$ of MBS holding “guaranteed” mortgages by Fannie and Freddie in $BAC books were structured on fraudulent mortgages and are about to be nuked? 👀 https://t.co/iTXUp3D0Cx pic.twitter.com/w4FIpug6fH — JustDario 🏊♂️ (@DarioCpx) April 17, 2025 Builders can’t sell inventory as buyers vanish… Realtor pitch crumbles under economic reality… You know, I get …
by Michael Do you remember the panic buying that we witnessed during the early days of the pandemic? It’s back, and I have a feeling that it is only going to intensify in the days ahead. As more Americans begin to realize that products made in China will soon more than double in price and …
when something gets warmed up, heat tends to spread outward before eventually dissipating. But things are a little different in the world of superfluid quantum gas. For the first time, MIT scientists have successfully imaged how heat actually travels in a wave, known as a “second sound,” through this exotic fluid. Understanding this dynamic could …
A Florida lawmaker is warning that the condo crisis in the state could trigger the ‘next wave of homeless people.’ Mike Caruso, a member of the Florida House of Representatives, said rising condo fees would hit elderly residents on a fixed income the hardest. — Lawmakers are now grappling to find a middle ground between …
THIS IS GENUINELY SO RIDICULOUSLY STUPID?!??? pic.twitter.com/rEIVxaPFRC — Just a Dude Who Invests (@DudeWhoInvests) January 31, 2025 $TSLA : bad earnings, stock up.$CVNA: fraud, stock up.$MRNA: one trick pony, a zero, stock is up.$ABG: deteriorating margins, stock up.$ALLY: according to sources, sitting on repos and begging customers to pay, so it doesn’t need to write …
This winter has already been marked by its chill, bringing more than the usual share of cold to many parts of the United States. Now, weather models are signaling an even more significant cold event, potentially the coldest in over ten years, set to unfold next weekend. This forecast heralds not just a drop in …
🚨IMPORTANT: Is the US economy awaiting a second wave of inflation as in the 1970-1980s? Is this a completely false and misleading narrative and the economy is heading for deflation? Or maybe we will see a few years of an elevated 3-4% inflation? What do you think and why? pic.twitter.com/hh6yWMSyOu — Global Markets Investor (@GlobalMktObserv) …
God Bless America! https://decisiondeskhq.com/results/2024/General/President/ https://decisiondeskhq.com/results/2024/General/US-Senate/ https://decisiondeskhq.com/results/2024/General/US-House/ Clean Sweep:– Popular Vote: Trump– Electoral College: Trump– House: GOP– Senate: GOP– Statehouses: GOP= MANDATE pic.twitter.com/WivK6uhLVL — @amuse (@amuse) November 6, 2024
As we step into 2024, a notable trend is on the horizon – it’s set to be a record year for retirements in the US. An estimated 11,000 Americans per day will be marking their 65th birthday, signaling a significant shift in demographics and prompting reflections on the evolving landscape of the workforce. 2024 will …
Indeed, that's a key point. Additionally, the coming commodity super cycle is going to be driven by the supply crunch of essential commodities such as copper and silver. Contributing to their growing scarcity… pic.twitter.com/Kc06kclh6G — Phoenix Capital (@PhoenixCapitalH) December 23, 2023 Equities are expensive. Commodities are generationally cheap Do with this as you wish. pic.twitter.com/SpHmqL6eKk …
by Chris Black It’s somewhat comforting that the rich can’t even have nice things anymore. They made these decisions for all of us, and it’s good they have to deal with at least some of the consequences. Of course, they don’t have to deal with the main consequences, as their homes are still safe, which …
by DesmondMilesDant The data in this graph is alarming. It shows that the US government’s interest payments on the federal debt are increasing as a share of the nation’s economy. This is unsustainable and will eventually lead to a fiscal crisis. The Debt Problem in America Is Only Getting Bigger The US is facing a grave …
via thedailydoom: San Francisco skyline | Photo by Patrick Perkins on Unsplash In the past, I’ve called this event the “Epocalypse” because it will be epic in scale and will eventually be seen as a new epoch in humanity’s economic history that will be apocalyptic in its level of economic destruction. That became the only thing Forbes ever quoted me on when I warned it was …
Jim Cramer, host of CNBC’s “Mad Money,” is no stranger to bold claims. In fact, his energetic and boisterous style is a key part of his long-running TV show. Now, the notorious stock picker has made another bold and controversial claim. “An economic wave is about to hit that will be fantastic for investors,” Cramer …
LA Thieves make off with $700K worth of rare wine from liquor store They made a grape escape. Brazen thieves broke into a Los Angeles liquor store and stole roughly $700,000 worth of rare wines, according to the store owner. The heist happened around 1 a.m. on Saturday morning, Nazmul Haque Helal, the owner of …
And it's not just Downpayments. Average Debt to Income Ratios today are comparable to mid-2000s. Meaning that homebuyer incomes, on average, are just as stretched in their ability to afford the mortgage payments. pic.twitter.com/3wIVJvidCS — Nick Gerli (@nickgerli1) August 14, 2022 But on average Mortgage Lending Standards are just as bad by the two most …
