Intelligent Investor Insights @IntInvInsights
We think of ourselves as the Benjamin Graham disciples, with nearly 100 years of collective experience helping clients with their financial future. savvywealth.com/advisor/joshua… Reno, Nevada Joined January 2011-
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Private credit's great rotation: - Institutional money fleeing (-18% pension allocations) - Retail money arriving (evergreen fund boom) "Looser underwriting standards" meets "what's a covenant?" 😅
A key recession signal is flashing red: US construction spending fell -2.8% YoY in July, one of the biggest drops since the 2008 Financial Crisis. This also marks the 6th consecutive monthly decline. Month-over-month, construction spending has declined in 10 out of the last…
On September 9, the BLS will release annual benchmark revisions to non-farm payrolls for April 2024 to March 2025. Based on the already published data from the Quarterly Census of Employment and Wages for the last three quarters of 2024, it is likely that past payrolls will be…
BREAKING 🚨: Commercial Real Estate Office CMBS Delinquency Rate jumps to 11.7%, the highest level in history 👀
We've been in a recession since 2024, they've just been hiding it. Credit card delinquencies are already as high as 2010, two years after The Great Financial Crisis and we haven't even had the housing or stock market crash yet. We're going to see numbers last seen in 1929.
We've been in a recession since 2024, they've just been hiding it. Credit card delinquencies are already as high as 2010, two years after The Great Financial Crisis and we haven't even had the housing or stock market crash yet. We're going to see numbers last seen in 1929. https://t.co/Jpa7N0i4jC
The average price of electricity per Kilowatt-hour in the United States. This is unsustainable.
El Salvador stopped buying bitcoin after the IMF deal and now they announced they are buying Gold…
El Salvador stopped buying bitcoin after the IMF deal and now they announced they are buying Gold…
It gets even worse: native-born workers plunged by 561K, the biggest one month drop since August 2024. Foreign-born workers increased by 50K, the first increase since March.
It gets even worse: native-born workers plunged by 561K, the biggest one month drop since August 2024. Foreign-born workers increased by 50K, the first increase since March. https://t.co/SA9tE2FMI4
This is absolutely insane: The US just revised the June jobs report lower for a SECOND time for a total of -160,000 jobs. Now, the US has officially LOST -13,000 jobs in June, the first negative month since July 2021. What just happened? Let us explain. (a thread)
Gold is now ¥527,000 an ounce in Japan. The yen is cooked and debt-to-GDP is the worst in the developed world. Print or collapse… either way gold wins.
BREAKING: Gold futures extend rally to a record $3,650/oz as the US labor market rapidly declines. Gold is now up nearly +40% year-to-date. Gold always knows what’s next.
Kenvue stock drops 10% on report RFK Jr. will link autism to Tylenol use during pregnancy cnbc.com/2025/09/05/rfk…
The BLS did its best to paint lipstick on this pig of a payroll report because the Birth-Death model managed to add 96,000 jobs to the headline. Strip that out, and what the actual survey showed was a 74,000 decline. In fact, payrolls have declined on an ex-BD basis now in each…
Mortgage applications are down 34% from pre-pandemic levels. And is even worse than 2008.
BREAKING NEWS POLAND’S CENTRAL BANK GOVERNOR PLANS TO PROPOSE AN INCREASE IN THE TARGET FOR GOLD AS A PERCENTAGE OF RESERVES TO 30% FROM 20% It is starting to add up. Boom…
All eyes should be on this. Bond yields are rising globally 👀 🚨
Kinda wild to live through a historical time
The decline in oil and gas operating rigs over the past four months has been the steepest since the covid lockdowns. We are likely approaching an inflection point for energy, in my view: •Rig counts are falling •Inflation is picking up again •Bearish positioning is at its…
What could go wrong?
No one is going back to the fucking office
NicoleFerguson @raEl53EKTU0u1
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Triple Net Investor @TripleNetInvesl
274 Followers 3K Following equity investor, real estate entrepreneur, ex IB. breaking news & all things stocks, real estate, sports, tech. interviews w/ top investors & business leaders
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563 Followers 5K Following Macro thinker, history student, value- oriented investor, Native of Sao Paulo, Brazil 🇧🇷
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40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
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41 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
David Rosenbrg @_Econguy_Rosie_
255 Followers 8K Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
David Rosenberg @EcongguyRosie_
236 Followers 5K Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Jennifer Chen @Jennifer_Chen7
413 Followers 1K Following I focus on the intersection of business, technology and humanities. I am not an expert, but I am always exploring.
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3K Followers 2K Following Exclusively reserved for astute market minds. Delivering in-depth stock market analysis and sharp price insights. Tailored for just a few! MAIN PAGE: @TaviCosta
Liz Ann Sonder @juianapretelt
87 Followers 961 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/OzjFZNHsBf
Jim Bianco @_biencoresearch
190 Followers 5K Following Macro investment research at https://t.co/osbAch3vSI Our total return index is at https://t.co/d9GbYkeBzk The ETF WTBN tracks our Index. biancoresearch.eth
Altenan @Altenan547545
26 Followers 2K Following
Demba Jaiteh @humblejaiteh125
50 Followers 1K Following strong faith boy wanting to help his family out,freedom shall be given to the people who deserves it and lord shall punish the person against freedom 🇵🇸🇵🇸
Sean Klocko @KlockoSean76559
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Lerdaresh @LerdareshhhClW
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Chris Di Lillo @CDiLillo
6 Followers 27 Following
John Mauldin @JohnFMauldin
53K Followers 990 Following Multiple best-selling author, pioneering online commentator. ~1 million readers turn to Mauldin for his view on market and history. 8 Kids. Luckily wed to Shane
Pedro da Costa @pdacosta
127K Followers 29K Following Fed reporter. Head of Policy for the Americas at @MNIMarketNews. Ex-Reuters, WSJ, Peterson Institute. Host of FedSpeak podcast. Opinions my own.
Dr. Eli David @DrEliDavid
801K Followers 6K Following AI Researcher, Lecturer, Entrepreneur & Investor | 4x Founder | Top 100 Most Influential 𝕏 Accounts | All opinions are my own.
Economic Times @EconomicTimes
4.4M Followers 47 Following The Economic Times (Official) India's No. 1 Destination for Business News, Economy and Politics | A Times Internet Product 📧:[email protected]
DoubleLine Capital @DLineCap
21K Followers 6 Following DoubleLine is an investment management firm and investment adviser. @DLineFunds @DLineMinutes https://t.co/s3F7La18pB
BCA Research @bcaresearch
26K Followers 2K Following BCA Research is the essential source of macro insight for the world's investors. The leading independent provider of macro investment research. Founded 1949.
MuddyWatersResearch @muddywatersre
247K Followers 919 Following Part official account of Muddy Waters, LLC and affiliate Muddy Waters Capital LLC; part personal account of someone at MW.
Michael Burry Stock T... @burrytracker
397K Followers 124 Following Tracking hedge funds and Burry’s stocks. Powered by @joinautopilot_ join Autopilot to invest alongside Burry's portfolio
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991K Followers 570 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Gold Telegraph ⚡ @GoldTelegraph_
395K Followers 996 Following Gold, Silver, Crypto, Commodities, News, Macro, Commentary, and The Unmasking of Economic Truths. 🌍
The_Real_Fly @The_Real_Fly
214K Followers 386 Following Man of leisure. Sophisticate. Master Ace stock trader. Champion of Champions.
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ETF Hearsay by Henry ... @ETFhearsay
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