What exactly is the plan here?
— Genevieve Roch-Decter, CFA (@GRDecter) August 4, 2024
Seriously asking. pic.twitter.com/GBBP4jA5Ws
Chapter 11 Filings Reach Highest Level in More Than a Decade https://t.co/gIFa1LyCyD pic.twitter.com/piRKIWSbt9
— Jesse Felder (@jessefelder) August 3, 2024
As interest rates crash 60+ basis points in a month, we are watching the housing market.
— The Kobeissi Letter (@KobeissiLetter) August 2, 2024
For years, the narrative for higher home prices was that no one wanted to sell.
Millions of Americans carry 3% mortgages with over 60% of borrowers having a rate below 4%.
Soon, mortgage… pic.twitter.com/r1sANKfHNv
Deflation Expectation Effect/Deflationary Spiral Psychology
— g (@antzmrah) August 2, 2024
Consumers waiting for lower prices as prices fall throughout the economy
Deflationary mindset = Delayed purchasing to wait for lower prices
= Reduced consumer spending and slowing economic activity = Deflationary…
This is the most important chart in the world today.
— Ran Neuner (@cryptomanran) August 2, 2024
It's the chart of the Japanese Yen vs the USD.
Why is it so important?
1. For 30 years Japan has 0% interest on their currency.
2. As a result for 30 years investor borrowed YEN at no cost and invested it globally. They… pic.twitter.com/1IpofcvroZ
More than half the jobs added in the last year were either in gov't or paid for by tax dollars, like when the gov't gives a grant to a hospital, which then uses that money to hire a nurse - it's essentially an indirect hire by gov't: pic.twitter.com/Pstmk23xF7
— E.J. Antoni, Ph.D. (@RealEJAntoni) August 2, 2024
"If you account for the (i) negative revisions, (ii) the workweek shrinkage, (iii) the Birth-Death skew, (iv) the boom in multiple job holders, and (v) the huge shift to self-employment (look ma – I hired myself!), employment cratered more than -700k in July."
— g (@antzmrah) August 2, 2024
David Rosenberg…
ISM PMI Employment 43.4
— James E. Thorne (@DrJStrategy) August 1, 2024
Only time lower.
1) the internet bubble popping.
2) the GFC.
3) Covid-19. pic.twitter.com/XBpS0Ape0f
Share of forecasters predicting recession pic.twitter.com/QgfADA214O
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 31, 2024
The amount of rating agency fraud involved with private credit will make the housing bubble seem like amateur hour
— zerohedge (@zerohedge) August 1, 2024
We live in rapidly interesting times.
— g (@antzmrah) July 31, 2024
Feels exponential. https://t.co/uHLuBzuPqK
About 212,582 tonnes of gold have been mined throughout history, with two-thirds of that since 1950, with an estimated 57,000 tonnes of suitable reserves remaining.
— g (@antzmrah) August 5, 2024
Production has plateaued since 2016-2018, with declining growth rates in recent years.
The gold mining industry…
With the military guys from Russia and the US swapping spit in Israel and Iran in public, feels like another front of the same war.
— g (@antzmrah) August 7, 2024
It's the same war.
The oil fields on the Iran/Iraq border region
In northeastern Syria, the Syrian Democratic Forces (SDF), a Kurdish-led group,… pic.twitter.com/taxn0ja7u3
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