page-loading-spinner

payrolls

Image | Risk Assets Crack Despite no Data Disaster – Did AI Pop it’s Own Bubble?
Risk Assets Crack Despite no Data Disaster – Did AI Pop it’s Own Bubble?
 PREVIEW
by davefairtex

Risk assets cracked hard while macro data stayed clean, but did AI itself just expose and pop the NVIDIA bubble? The correction deepens.
Risk Assets Crack Despite no Data Disaster – Did AI Pop it’s Own Bubble?
 PREVIEW by davefairtex

Risk assets cracked hard while macro data stayed clean, but did AI itself just expose and pop the NVIDIA bubble? The correction deepens.
Image | Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs
Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs
 PREVIEW
by davefairtex

The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath.
Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs
 PREVIEW by davefairtex

The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath.
Image | More Of Everything: Recession Signals, European War Drumming, and Volatility
More Of Everything: Recession Signals, European War Drumming, and Volatility
 PREVIEW
by davefairtex

The US recession appears to be gathering steam – each week, the Atlanta Fed’s GDPNOW forecasting tool is looking more unhappy.  For sure, “they” want to focus on the upcoming Trump-cession – just yesterday, I saw the first Nudge Google article on point.  (…) The increasing likelihood of the US leaving NATO really is revolutionary. …
More Of Everything: Recession Signals, European War Drumming, and Volatility
 PREVIEW by davefairtex

The US recession appears to be gathering steam – each week, the Atlanta Fed’s GDPNOW forecasting tool is looking more unhappy.  For sure, “they” want to focus on the upcoming Trump-cession – just yesterday, I saw the first Nudge Google article on point.  (…) The increasing likelihood of the US leaving NATO really is revolutionary. …
Image | Weak Payrolls, Long Rates Rise, New Gold High, and Hitler … Again!
Weak Payrolls, Long Rates Rise, New Gold High, and Hitler … Again!
 PREVIEW
by davefairtex

I think we are probably in a recession right now. With long bonds selling off, leading to rising interest rates, things are getting very interesting in the markets.
Weak Payrolls, Long Rates Rise, New Gold High, and Hitler … Again!
 PREVIEW by davefairtex

I think we are probably in a recession right now. With long bonds selling off, leading to rising interest rates, things are getting very interesting in the markets.
Image | US Treasury Rates Plunge, Good News in Disability, and They Need War
US Treasury Rates Plunge, Good News in Disability, and They Need War
 PREVIEW
by davefairtex

I think this is just the start.  As moves get more extreme, they will eventually break any institution that is crazy enough to be leveraged-short-risk and/or you’ve loaned a ton of money on a New York commercial building which now has a 60% vacancy rate and whose value has dropped by 97%.  I predict that lots of institutions, used to trading in placid markets, will blow up during the upcoming period.
US Treasury Rates Plunge, Good News in Disability, and They Need War
 PREVIEW by davefairtex

I think this is just the start.  As moves get more extreme, they will eventually break any institution that is crazy enough to be leveraged-short-risk and/or you’ve loaned a ton of money on a New York commercial building which now has a 60% vacancy rate and whose value has dropped by 97%.  I predict that lots of institutions, used to trading in placid markets, will blow up during the upcoming period.
Image | It’s Disability Friday, Next Up Is Victory Disease, and It’s Just Time
It’s Disability Friday, Next Up Is Victory Disease, and It’s Just Time
 PREVIEW
by davefairtex

Why did they go so crazy?   They have won too often, for way too long. Now they have Victory Disease. Meanwhile, their entire narrative is falling apart. Perhaps the “markets” will follow…
It’s Disability Friday, Next Up Is Victory Disease, and It’s Just Time
 PREVIEW by davefairtex

Why did they go so crazy?   They have won too often, for way too long. Now they have Victory Disease. Meanwhile, their entire narrative is falling apart. Perhaps the “markets” will follow…
Image | Payrolls Is Now ‘Disability Friday’ and Gold and Silver Correct
Payrolls Is Now ‘Disability Friday’ and Gold and Silver Correct
 PREVIEW
by davefairtex

As the vaccine injuries mount in the payrolls disability data (what else could it be?) the bond and metals markets are starting to gyrate. Up, down, up, down. Meanwhile, somehow, the S&P 500 continues to power to new highs, completely drunk on easy money and oblivious to risk.
Payrolls Is Now ‘Disability Friday’ and Gold and Silver Correct
 PREVIEW by davefairtex

As the vaccine injuries mount in the payrolls disability data (what else could it be?) the bond and metals markets are starting to gyrate. Up, down, up, down. Meanwhile, somehow, the S&P 500 continues to power to new highs, completely drunk on easy money and oblivious to risk.
Image | It’s All Part-Time Work, A(nother) New Gold High, & Welcome To ‘Interesting Times’
It’s All Part-Time Work, A(nother) New Gold High, & Welcome To ‘Interesting Times’
 PREVIEW
by davefairtex

Underneath Today’s Stellar Jobs Print: It Was Literally ALL Part-Time Jobs (And Illegals). The moves higher in long rates, gold and oil seem to reflect ‘war worries.’ We are living in interesting times.  I believe we all chose to be here at this moment in history. Welcome to this weeks’ comprehensive wrap-up.
It’s All Part-Time Work, A(nother) New Gold High, & Welcome To ‘Interesting Times’
 PREVIEW by davefairtex

Underneath Today’s Stellar Jobs Print: It Was Literally ALL Part-Time Jobs (And Illegals). The moves higher in long rates, gold and oil seem to reflect ‘war worries.’ We are living in interesting times.  I believe we all chose to be here at this moment in history. Welcome to this weeks’ comprehensive wrap-up.
Image | No fed pivot, gold doing well, and the farmer’s victory in France
No fed pivot, gold doing well, and the farmer’s victory in France
 PREVIEW
by davefairtex

No Pivot For You, little people! Also, the game is in it’s final innings….this week there was more evidence showing that the shots have killed more than a million Americans.  This is now becoming public knowledge…things will progress more quickly from here on out.
No fed pivot, gold doing well, and the farmer’s victory in France
 PREVIEW by davefairtex

No Pivot For You, little people! Also, the game is in it’s final innings….this week there was more evidence showing that the shots have killed more than a million Americans.  This is now becoming public knowledge…things will progress more quickly from here on out.
Image | Payrolls Drop Hard, The Dollar Rebounds, and German Farmers Drop A Load
Payrolls Drop Hard, The Dollar Rebounds, and German Farmers Drop A Load
 PREVIEW
by davefairtex

Payrolls dropped hard, presaging…something. And, as even still more vax-damage news piled up the week, the AARP demonstrated that it loves Pharma more than its membership (by telling them to line up for … shot #8). The plot thickens as the narrative unravels.
Payrolls Drop Hard, The Dollar Rebounds, and German Farmers Drop A Load
 PREVIEW by davefairtex

Payrolls dropped hard, presaging…something. And, as even still more vax-damage news piled up the week, the AARP demonstrated that it loves Pharma more than its membership (by telling them to line up for … shot #8). The plot thickens as the narrative unravels.
Total 12 items

Community

Top Conversation

 Prep Now for the Coming Winter Challenges
I’ve been doing a lot of thinking about the needs and sustainability of our family. We have six young children, our oldest just turned 12 and our youngest just turned 3 months old. I love the considerations that the article had above and thought I would add a few things that I have considered for our situation. My...
Image | hgrootveldgmail-com by hgrootveldgmail-com
36 95
View the conversation
Image | Peak Financial Investing

Peak Financial Investing

Learn more
Image | Proton Mail

Proton Mail

Learn more