Per the @FT: “US companies are defaulting on junk loans at the fastest rate in four years, as they struggle to refinance a wave of cheap borrowing that followed the Covid pandemic.”
This is not about weak demand. Rather, it’s the consequence of excessive borrowing by companies,… pic.twitter.com/V9kOs5Y37e
— Mohamed A. El-Erian (@elerianm) December 24, 2024
Cash hoarding at these levels isn’t a coincidence—it’s a signal. History shows that when fear spikes, opportunities often follow. Stay alert; the best plays are made when others hesitate.
— The10MillionBlueprint (@The10MBlueprint) December 25, 2024
I don’t agree with everything this guy says but he’s right on the money with the debt part and trying to manage through this is going to make 2025 a very volatile year
Trump and the Fed come to blows at some point would be my guess. Unprecedented times are coming.
Buckle up.
— QE Infinity (@StealthQE4) December 25, 2024
To be fair this was overdue $NDX $ES_F https://t.co/HE1kzGbAea pic.twitter.com/iXfs6EtMOl
— Arun S. Chopra CFA CMT🧐 (@FusionptCapital) December 24, 2024
Estrella’s leading business cycle indicator continues to move lower as the 10y3m spread hits new highs for the cycle. #MacroEdge pic.twitter.com/ZNMmihZvy9
— Don Johnson (@DonMiami3) December 25, 2024
Stifel says a 10%-15% S&P 500 correction is coming because of sticky inflation
— unusual_whales (@unusual_whales) December 24, 2024
WSJ: A Credit-Score Hangover Is Hitting America’s Riskiest Borrowers
These borrowers are falling behind on payments after pandemic aid ran out and inflation skyrocketed
Buying the ATH and watching the price drop is a Bitcoin rite of passage.
Enjoy the pain, new holders.
— Mandrik (@Mandrik) December 23, 2024
the fall will be very painful.
PLTR pic.twitter.com/9QjDPfyPw1— Linda Tang (@LindaTangUSA) December 24, 2024
👀 that last big one looks like it was right around volmageddon
— TrustDansCharts (@DizzleTheRizzle) December 25, 2024
"Young men hold a disproportionate share of risky and volatile investments—and many are hitting pay dirt," per WSJ.
— unusual_whales (@unusual_whales) December 25, 2024
What is BOND market really telling us?
Take a guess?
This 3-4% inflation is here to stay with us in the US. For decades.
This is a huge deal. Not many seem to understand the importance of this event 🤔🤔
— tic toc (@TicTocTick) December 25, 2024
Now that Trump has won, they are revising all of their numbers during the Biden administration.
The govt initially reported Q2 of 2024 had 653,000 job gains. It was actually NEGATIVE.
There was also a revision of 800,000 jobs from last year. They falsified the data to try to… https://t.co/xnmayjjCKP
— Wall Street Mav (@WallStreetMav) December 25, 2024
Stocks HAVE NOT been more overvalued dating back to the GREAT DEPRESSION when compared to their actual book (accounting) value.
❗️Since the GREAT DEPRESSION❗️ Let that sink in.
What do you think happens next? 🤔
🗣️👇 pic.twitter.com/pu0a9E2g8y
— Rob Kientz | The Freedom Report (@freedom_rpt) December 25, 2024
11 Signs That The Slow-Motion Collapse Of The US Economy Is Far More Advanced Than Most People Think
The fact that economic conditions are getting worse is certainly not good news, but it is better to know in advance what is coming. After four years under Joe Biden, the U.S. economy is a giant mess. We have been witnessing a slow-motion collapse right in front of our eyes, and those at the bottom levels of the economic food chain have been experiencing more pain than anyone else. Of course this is one of the biggest reasons why Donald Trump won the election.
Large numbers of poor and working class Americans are desperate for change. Unfortunately, economic conditions have continued to deteriorate since early November.