Independent thinking for complex markets and current events
It is also creating a huge spilled oil mess in the Black Sea. Russia’s Tuapse oil refinery is now burning out of control this morning after an overnight Ukrainian drone raid. Locals report that additional oil storage tanks exploded. pic.twitter.com/PN6YwLkQ3j — OSINTtechnical (@Osinttechnical) April 28, 2026 Water supply has been suspended in Tuapse after a …
BREAKING: President Trump announces a 10% tariff on Denmark, Norway, Sweden, France, Germany, the UK, Netherlands, and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy… pic.twitter.com/978qAHjxao — The Kobeissi Letter (@KobeissiLetter) January 17, 2026 Guess …
Hundreds of people held a protest in New Delhi on Sunday, demanding authorities take urgent action against the worsening air quality in India’s capital. (AP video by Rishi Lekhi)
Markets flash crisis signs… Current situation: 1. Bitcoin is up +60% in 3 months like the USD is broken 2. The USD is falling in its worst start to a year since 1973 3. Gold prices are rising toward $3,400/oz like inflation is back 4. Treasury yields are rising like deficit spending is worsening 5.… …
The Conference Board Leading Economic Index (LEI) for the US declined by 0.7% in March 2025 to 100.5, after a decline of 0.2% in February. 👇🏼 pic.twitter.com/QaFvkXJliE — Kalani o Māui (@MauiBoyMacro) April 21, 2025 Americans considering filing for bankruptcy hits highest level since pandemic… Bankruptcy filings are on the rise in 2025. This year, …
by Martin Armstrong French Economy Minister Eric Lombard is eager to lower the public deficit with an aim of 5.4% of GDP in 2025 followed by 3% into 2029. The European Union requires member states to maintain a budget deficit below 3% but only 17 of the 27 members have met that target. France is …
Hours worked fell sharply in January to 34.1 … tied for lowest since March 2020 and June 2010 pic.twitter.com/eHi4bd5WLG — Liz Ann Sonders (@LizAnnSonders) February 7, 2025 Average Weekly Hours. Only time lower GFC. Hours worked decline before your layoff. Leading indicator. 👇 pic.twitter.com/zR0rLNtRxi — James E. Thorne (@DrJStrategy) February 7, 2025 They held it …
Update on the winter storm that is impacting the country. Warnings are expanding as active weather continues.
1. The thought is the Fed could make homes more affordable by cutting interest rates So far, mortgage rates are doing opposite, and rising instead Why? Because mortgage rates move with the yield on the 10-year Treasury, which has surged this week pic.twitter.com/zk0c3UJi9Y — Michael Burry Stock Tracker ♟ (@burrytracker) December 20, 2024 3. A …
The US government and Federal Reserve inflated cost of living so high that Americans stopped having kids. To avoid running out of slaves, the government didn't make the slaves lives better, they began importing them from other slave camps. — Darth Powell (@VladTheInflator) December 16, 2024 The Fed has no possible excuse to cut rates …
Food recalls have recently hit major brands, from Boar’s Head to McDonald’s, but experts say don’t panic ‒ at least not yet. While some food recalls don’t get much publicity, several recent high-profile outbreaks involving organic carrots, slivered onions and liverwurst have raised concern about U.S. food safety. However, data from the Food and Drug …
https://twitter.com/autopsyguy/status/1850133747535925651
September @KansasCityFed Manufacturing Index down to -8 vs. -5 est. & -3 prior … new orders slipped to -14 (-12 prior); workweek declined to -15 (-10 prior); production fell to -18 (+6 prior) … employment fell to -11 (-7 prior), taking out improvement in August pic.twitter.com/x0q2QUV1Y3 — Liz Ann Sonders (@LizAnnSonders) September 26, 2024 "There …
CHI Fed: manufacturing and service sector growth in Aug was below trend, though not nearly as bad as last year’s lows; while cost pressures decreased, so did planned capital investment and hiring, while outlook deteriorated, now pessimistic on balance: CHI Fed: manufacturing and service sector growth in Aug was below trend, though not nearly as …
(The Center Square) – (The Center Square) – California legislators at a rally against Proposition 36, a bill that would increase penalties for repeat theft and major drug crimes, claimed media was behind the increase in perception that crime in the state is worsening. In a video from KCRA, California’s leading legislators gathered in front of …
This MUST BE STOPPED New report shows Blackstone buying massive amounts of properties all over the United States and increasing rents 38% “A new report is shedding light — It found that one equity firm increased rent prices at nearly double the market rate.” “Blackstone, a a major player in the real estate market moving …
BREAKING: Nike stock, $NKE, is now down over 17% today after projecting a 10% decline in revenue for the current quarter. Nike now expects 2025 sales to fall mid-single digits, compared to estimates of a 0.9% increase. It also saw traffic in China decline across all channels… pic.twitter.com/k3ALg2s9a0 — The Kobeissi Letter (@KobeissiLetter) June 28, …
BANKING CRISIS Worsening! Another 100mill rescue. From 0 to 100 million in bailouts, (every couple weeks) soon this will be in the billions. Won't be long. pic.twitter.com/D9lAQeshFv — The Great Martis (@great_martis) June 13, 2024 Stocks are about to do something completely crazy Buckle up pic.twitter.com/g8fcsjrBbD — Bravos Research (@bravosresearch) June 14, 2024 Pay attention. …
US consumer borrowing has ground to a halt. Tapped out? pic.twitter.com/KH335Qw4lD — PPG (@PPGMacro) May 29, 2024 The recent data on U.S. consumer borrowing paints a concerning picture of financial stability. Delinquency rates, which Austan Goolsbee of the Chicago Federal Reserve Bank highlighted as a critical indicator, have indeed surged in early 2024. This uptick …
This is not looking good at all … Core PPI, which excludes energy costs, spiked by 6.1% annualized in April from March, seasonally adjusted, the biggest increase since July, also driven by the spike in services and made worse by the downward revision of the prior month.… pic.twitter.com/R8q0D3BNAr — Wall Street Mav (@WallStreetMav) May 14, …
Amid escalating concerns over fiscal deficits worldwide, the surge in gold purchases by central banks during the first quarter signals a broader financial instability, echoing fears beyond the US alone. As governments grapple with post-COVID economic challenges, the unprecedented acquisition of gold underscores growing uncertainties and the quest for stability in a volatile global economy. …
Puerto Ricans faced a fuel shortage after a recent hurricane, with an oil tanker offshore ready to provide assistance. However, the US government prevented the oil tanker from docking due to the Jones Act, which prohibits non-US-built and -crewed ships from transporting goods between American ports. The Jones Act increases costs for consumers and exacerbates …
Despite modest wage growth, the gap between income and the cost of living continues to widen in the US, making essentials like homeownership increasingly out of reach for many. As a result, more individuals are turning to innovative solutions like online property auctions to navigate the challenging market landscape. Affordability in the US is getting …
/3 The program makes use of “parole,” which is a strictly limited authority intended to allow aliens to enter the country without a visa in emergency situations. — America First Legal (@America1stLegal) April 4, 2024 https://twitter.com/rev_cap/status/1776025488500166716
The housing crisis intensifies as Wall Street-backed corporate landlord, Invitation Homes, acquires 264 homes in Las Vegas for $98 million. This mega-deal is part of a $650 million exchange, involving nearly 1,900 single-family rental homes between Starwood Capital and Invitation Homes. With 3,500 homes now owned in Clark County, Invitation Homes becomes the second-largest owner …
Investor sentiment surveys are expressing overwhelming positivity, suggesting a rosy outlook, while economic surveys paint a contrasting picture, indicating a deteriorating situation. This stark dichotomy between investor optimism and the grim economic reality underscores a perplexing divergence in current perceptions. "Basically investor sentiment surveys are saying everything is awesome again, while economic surveys are saying …
by TonyLiberty 1) Worsening job sentiment indicators suggest that employees are growing more pessimistic about the economy, the labor market, and their ability to find a job. • If job sentiment is weakening, it implies consumers will pull back on discretionary purchases. This can negatively impact GDP growth as spending slows. It also signals potential …
Central banks globally bought 337 tons of gold in Q3 2023, part of a broader trend. China, the top global gold producer, purchased 181 tons during the first nine months of 2023, contributing to a total of 800 tons acquired by central banks worldwide. This aligns with China’s strategy to reduce its reliance on the …
As Retail Awakens to Inflation, Bond Yields Have More to Go US yields are set to rise due to retail investors hedging against inflation. Bond rallies will be short-lived with a downward trend for Treasuries. After experiencing steady inflation for years, both professional and retail investors are adjusting to the new inflationary reality. With inflation …
