Market Signals

Financial updates, market data, economic tracking, and blog posts.

Gold at $4,300 sounds expensive until you measure it against the money supply. Chinese Yuan hits strongest level against the U.S. Dollar since February 2023. DOW 100,000 if we head into a severe recession?

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Gold at $4,300 sounds expensive until you measure it against the money supply. Divide global M2 by every ounce ever mined and you get gold's fair value. That ratio has climbed for two decades and points at $20,000. Every dollar printed dilutes the last. Gold is the one money no… pic.twitter.com/hOyqpsnJYp — Kurt S. Altrichter, … Read more

All signs are pointing to the total and imminent collapse of the United States housing market.

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All signs are pointing to the total and imminent collapse of the United States housing market. What is about to happen will make 2008 look like nothing. Don’t say you haven’t been warned. https://t.co/MSz9acoaeR — Eric Spracklen 🇺🇸 (@EricSpracklen) August 7, 2026 The nations largest mortgage lender has suspended dividends as their stock crashes 88% … Read more

From Safe Haven to Sales Pitch: What Changed for U.S. Debt

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By Peter Reagan Image CC BY 4.0 courtesy of Bank of Japan For decades, U.S. federal government debt was one of those rare products that seemed to sell itself. Governments needed dollars to pay for imports. Central banks needed dollar reserves to stabilize their currencies. Financial institutions needed somewhere liquid to store enormous amounts of money. … Read more

The Darker Purpose Behind the Race for AI

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via Brandon Smith The introduction of AI into popular consciousness and everyday usage has been rather disappointing, for the most part. And by that I mean, we’re not seeing any spectacular benefits to the presence of AI while the negatives keep piling up. At best, AI represents an advancement for information structuring; a much faster … Read more

Hedge fund flips a 225% gain into a 40% loss in a month. Dimon warns market leverage is dangerously high. Shiller P/E is threatening to break dot com bubble records.

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One hedge fund turned a 225% winner into a 40% loss in a single month, and it may have marked the low. A long/short momentum trade inside US tech returned 225% in the year to June, then shed nearly 40% in July as Situational Awareness, Leopold Aschenbrenner’s AI fund, imploded and dumped its entire book. … Read more

Historic lows in consumer confidence. All time high stocks. A living cost crisis forcing families back under one roof.

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Liked this: Consumer confidence has NEVER been this low in history yet stocks sit at all time highs: pic.twitter.com/baqNwmWTrl — QE Infinity (@StealthQE4) August 7, 2026 More Americans are having to move back in with their parents because of the cost of living crisis A record 25.2 million adults under 35 are now living with … Read more

Those That Were Considered To Be “Dirt Poor” In 1987 Would Be Considered To Be Very Wealthy In 2026

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by Michael Americans are facing the longest and most painful affordability crisis in our entire history, and young people are being hit the hardest. For many Americans under the age of 40, homeownership is just a dream that will probably never come true. At this point, only workers that make at least six figures can … Read more

Google DeepMind CEO and four other AI leaders step down

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(Barrons) August 5 – Alphabet shares dropped on Wednesday after the company announced a big shakeup at its artificial-intelligence division. Demis Hassabis, who shared the Nobel Prize with Jumper, was the CEO of Google’s DeepMind AI lab, and he will step back to become DeepMind’s chairman and Alphabet Chief Scientist. Koray Kavukcuoglu will replace him, … Read more

Why does an industry that is already one of the most profitable in the world still receive public support?

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$160 million a day. That is roughly how much ExxonMobil is making based on the profit figures being discussed. Exxon reported $28.8 billion in 2025 earnings, generated $52 billion in operating cash flow, and returned $37.2 billion to shareholders through dividends and buybacks. Then comes the question people keep arguing over: Why does an industry … Read more

“One-quarter of men aged 18-29 said they trade stocks daily, and almost two-thirds of them (64%) report feeling like failures…” -Bloomberg

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One-quarter of men aged 18-29 said they trade stocks daily, and almost two-thirds of them (64%) report feeling like failures, according to a study of 2,000 men published Wednesday by the Institute for Family Studies, a pro-marriage think tank. The findings were strikingly similar to outcomes among men who gamble: Of the 23% of young … Read more

Jim Cramer hyped the subprime bubble last time and now sells the AI bubble the same way. It costs more to insure Oracle’s debt today than it did the week Lehman collapsed.

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Jim Cramer was hyping the sub-prime mortgage bubble to the end 18 years ago and now he is doing the same with the AI bubble. He will never learn, but then many people are just like him. Hopefully, he's put his money where his mouth is so he will suffer just like many others will … Read more

US housing affordability just fell back to where it was on the eve of the 2006 crash. Nashville airbnb investors dumping homes at 40 percent losses

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US housing affordability just fell back to where it was on the eve of the 2006 crash. The typical family can barely afford the median home, with mortgage rates near 6.7% and prices stuck. For most households the home is the biggest asset they own, and with prices flat the wealth… pic.twitter.com/q6B1A3U6DH — Kurt S. … Read more

AI data center pure plays keep losing money even as revenue explodes

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Wall Street is still funding the construction spree. AI datacenter earnings so far byu/LarryBlink inwallstreetbets APLD locked in roughly 1.4 GW of contracted load and $36 billion in lease value. Hyperscalers keep raising their own capex numbers into the hundreds of billions. Several former bitcoin miners now report more HPC lease revenue than mining. Pure-play … Read more