Independent thinking for complex markets and current events
An uneasy mood is settling as the UN warns of a “worst-case scenario” unfolding in Gaza, a phrase heavy with dread but light on concrete solutions. The reality is more tangled. Israeli society, long unified behind its military campaigns, now harbors deep doubts. An increasing number question the morality of the war, worried about the …
Grocery prices now change 100 times a day. Walmart’s electronic shelf labels are live in 1,000+ stores, with 2,300 targeted by December. Kroger’s rollout is ahead of schedule. Labels update based on time, inventory, competitor pricing, and weather. USDA’s July 25 forecast shows food-at-home prices rose 0.2% MoM, up 2.4% YoY. Eggs dropped 10.8% in …
Not gonna lie, this might be the worst burn I have seen in my life. I would just delete my account at that point. 💀 pic.twitter.com/AD5lR7Govi — Just a Dude Who Invests (@DudeWhoInvests) July 27, 2025
Retail giant's California stores closing after failed attempt at revival https://t.co/aEIaDsbjsO — Daily Mail US (@Daily_MailUS) July 25, 2025 Sears’ once-mighty empire is set to shrink even further as it shuts another store in California. The closure of the Burbank store in Los Angeles on August 31 will leave just six Sears stores in the …
What do a $2,500 gold “crash,” Trump’s Fort Knox questions and Ray Dalio’s civil war warning have in common? They all underscore the same point: If you have the gold, you make… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the overall economy. This week, we’ll …
Fed faced same risks in ‘99 as today… June 1999. The Fed is concerned about: -Rampant equity speculation and its impact on wealth (SPX PE 24x, today 23x)-Too tight labor markets (UR 4.3%, today 4.1%)-Too high wage growth (ECI 3.5%, today 3.6%)-Inflation (Core CPI 2.3%, today 2.8%). They hiked from 4.75% to 5%. pic.twitter.com/A4uqxyIYmH — …
Benjamin Cowen, Founder and CEO of Into the Cryptoverse, discusses Bitcoin dominance as the key to crypto portfolio success and why altcoins remain speculative assets that bleed against Bitcoin over macro time scales.
S&P 500 market breadth is near the worst levels it's ever been byu/RobertBartus inEconomyCharts
What collapse am I referring to? The ongoing economic collapse in China… China is trapped in the worst deflationary spiral since the Great Depression, and one financial expert believes it’s a downturn the Chinese regime will not recover from. In today’s video, we talk about what’s happening in China, how it’s spreading throughout the world, …
E-commerce volumes are stalling across key retail categories. This isn’t seasonal noise. It’s systemic friction. Consumers are pulling back. Tariff pressure is shifting behavior. High-income brackets are still spending. The rest are freezing up. The latest AlixPartners retail index shows a multi-point year-over-year drop in online purchases across nearly every major segment. Sporting goods saw …
Jerome Powell just confirmed what markets already suspected. The Federal Reserve would have cut rates by now if it weren’t for the tariff barrage coming out of the White House. That’s not speculation. That’s Powell’s own words. Inflation forecasts jumped after Trump’s tariff plan hit the tape. The Fed froze. The rate path changed. And …
by Michael The U.S. dollar just keeps getting weaker and weaker, and that is a major problem because our current standard of living depends on having a strong dollar. When the U.S. dollar is strong relative to other national currencies, our paychecks stretch farther and we can buy more stuff. Conversely, when the U.S. dollar …
Where’s the money going?! Personal Income: -0.4% vs 0.3% exp. Weakest in 4 years. pic.twitter.com/vajFt4oLJE — Geiger Capital (@Geiger_Capital) June 27, 2025 Not good https://t.co/KVlatfqiI9 — Merlin Capital 🧙♂️ (@merlinscapital) June 27, 2025 Breaking Core PCE +.2% vs +.1% exp Core PCE price index vs a year ago 2.7% vs 2.6% 🔥🔥. Or more importantly …
by confoundedinterest17 New home sales are going down. New home sales plunged in May, the biggest MoM drop since June 2022. The median sales price increased 3% from a year ago to $426,600 last month, marking the first year-over-year price gain in 2025. The plunge in new home sales came as mortgage rates ticked back higher. …
Healthcare Stocks are underperforming the S&P 500 by the largest margin in 25 years byu/RobertBartus inEconomyCharts Pharma, biotech, and managed care have all taken hits. Drug pricing reforms, regulatory uncertainty, and political pressure have weighed on sentiment. Even with the rise of weight-loss drugs and AI-driven diagnostics, the sector has not kept pace. Healthcare now …
🚨 UPDATE: Elon Musk floats reconsidering his position on the Big Beautiful Bill after Adam Schiff’s vehement opposition to it “Few things could convince me to reconsider my position more than Adam Schiff agreeing with me.” pic.twitter.com/22sdSnRgME — Eric Daugherty (@EricLDaugh) June 7, 2025 🇺🇸 KASH PATEL: ADAM SCHIFF IS THE WORST CRIMINAL IN CONGRESS …
She’s so soft and entitled. Literally the worst presidential candidate in history. https://t.co/eCuzAt7f1p — QE Infinity (@StealthQE4) May 24, 2025 "The country doesn’t belong to whoever is in the White House — it belongs to We the People." Former VP Kamala Harris speaks TRUTH to POWER in her first major speech since the election. Our …
April to June 2008: There was a brief dip in expectations as some believed the worst might have passed and markets slightly stabilized. — Citizen Watch Report (@Citizenwatchrep) May 13, 2025 Once again, the #recession never came. Economists and markets spent much of the past year bracing for a downturn—citing rate #hikes, inverted #yield curves, …
Japan wage shock: Real wages plunge to -2.1% YoY, the worst in two years, and a deflationary disaster for the BOJ which puts a final nail in any hiking plans. If anything, BOJ should restart NIRP and boost QE (but it can't with Bessent watching its every move). pic.twitter.com/kAV3BNcQgR — zerohedge (@zerohedge) May 9, 2025
Exactly!!! Last week, the narrative focused on (X-M), gold adjustments… pure noise compared to the real story! GDP sales were negative, a rare event outside a recession. pic.twitter.com/TPj0Rrhm0i — XC Macro 🧭 (@XavierComelli) May 4, 2025 A picture of the typical American pic.twitter.com/xaHUa4Dme6 — Darth Powell (@VladTheInflator) May 5, 2025
Retail needs to chill tf out even if institutional is wrong…2020 bred stupidity that we haven’t seen in a long time and while 2022 waxed some of said retail, it clearly didn’t take enough of them out. Horrific habits have been formed… — Adam Sutton (@adamsutton23) April 30, 2025 4 weeks after Liberation DayIndia, the …
Worst Dallas Fed manufacturing survey since 2020: New orders collapse.Prices paid soars. There’s a term for this. It’s called ‘margin compression’, and it’s deflationary for asset prices. pic.twitter.com/5HmmYd57T2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 Dallas Fed Manufacturing Index down to -35.80 (forecast-17, previous-16.30). 👇🏼 pic.twitter.com/isnBK90Tw2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 …
America’s pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constituents. Ted Siedle is a former SEC attorney. His firm, Benchmark Financial Services, Inc. has pioneered over $1 trillion in forensic investigations of the money management …
BREAKING: The NY Empire State Manufacturing Index fell to -8.1 points in April, recording the 3rd negative reading this year. More importantly, 6-month outlook for general business conditions plummeted to -7.4, the lowest in 24 years. Additionally, the 6-month outlook for new orders fell to -6.6, the lowest in history. Not even the 2008 Financial …
This Trumpcoaster is the worst 🤡🎢 🎪 — Franca Russo Rivera 🩵 (@FrancaRose33) April 23, 2025 Is Trump paying attention to Making America Great again with bringing back jobs or is he focused on the worlds largest pump & dump with Americans portfolio? pic.twitter.com/zGg9IGcm2g — The Coastal Journal (@1CoastalJournal) April 23, 2025 We fired the …
*IMF CUTS GLOBAL GROWTH FORECAST TO 2.8% IN 2025, CITING CENTURY-HIGH U.S. TARIFFS — Investing.com (@Investingcom) April 22, 2025 US Philadelphia Fed Non-Manufacturing Activity Apr: -42.7 (prev -32.5). 👇🏼 pic.twitter.com/YwRqrzxYT4 — Kalani o Māui (@MauiBoyMacro) April 22, 2025 U.S. FACES “MANUFACTURED” RECESSION IN 2025, IIF WARNS The IIF expects a policy-driven downturn—not a shock like …
U.S. Profit Outlook is now the most unfavorable since November 2007 🚨 Anything interesting happen in 2008? 🤔👀 pic.twitter.com/NadMu4F7ps — Barchart (@Barchart) April 16, 2025 Wow, that’s a worse print than during the 2001 and 2009 recessions. It’s getting really more and more difficult to imagine how we can avoid a recession right now. pic.twitter.com/ycRrqfEVge …
$DXY has now plunged more than 8% year-to-date, its worst start to the year since 1995. Got silver? Got gold? byu/Boo_Randy_II inWallstreetsilver
Consumer confidence plummeted to second lowest on record for a series that dates back to 1952 as American workers are afraid for their jobs in way the economy hasn’t seen since the worst months of 2009. If that wasn’t enough, both consumer and producer price indexes for March declined into deflation…in spite of tariffs.
The reason why Trump paused tariff negotiations with the rest of the world is because he never expected the Asian Tigers ex-China to lower their trade barriers to ZERO. Now, If he makes an agreement to eliminate all trade barriers with Vietnam, Korea, Taiwan and Indonesia then… — Mac10 (@SuburbanDrone) April 10, 2025 That's the …