US M2 money supply is rising at the fastest pace in five years, investors brace for global stagflation.

https://www.federalreserve.gov/releases/h6/Current/ Investors see the combination of rising money supply and ongoing supply hits as the setup for prices that stay high even if activity slows. That mismatch is what stagflation looks like in real time. US M2 money supply is rising at the fastest pace in five years. The last time money supply accelerated this … Read more

The World Is Running A Huge Oil Deficit, The SPR Hits A 4 Decade Low, And Diesel Shortages Are Looming

by Michael The world is barreling toward a historic energy crunch that will be unlike anything that we have ever seen before. When fighting with Iran erupted earlier this year, the global economy was absolutely swimming in oil. We literally had far more oil than we needed, but now commercial inventories have gotten extremely tight … Read more

The crash is coming, it’s just a matter of time. Everything is overpriced.

The crash is coming, it’s just a matter of time. Everything is overpriced. https://t.co/jxvpab9qE8 — Eric Spracklen 🇺🇸 (@EricSpracklen) August 17, 2026 🎯 pic.twitter.com/hNp2KRrjK6 — Amanda Goodall (@Amanda_Goodall) August 18, 2026 Squeeze time https://t.co/RmfO9pJb2g — Joseph Brown (@heresyfinancial) August 17, 2026 The AI job apocalypse keeps not showing up in the data. Travel agents were … Read more

The Fed is buying US Treasury bills at a faster pace than during Covid. Scott Bessent will do whatever he can to prevent bond yields from soaring. Foreign holdings of US Treasuries fall in June, led by Japan, UK, China…

Bill buying and verbal support are not stopping the 30-year from making new cycle highs. https://twitter.com/ekwufinance/status/2089048358081987053 @SecScottBessent Looks like long end going to 5.40! If oil keeps going higher long yields will be on their way to 6%. pic.twitter.com/c1qFivL1pZ — Will O'Hara, CMT (@WillOHara131) August 17, 2026 US 30-YEAR TREASURY YIELDS REACH 5.29%, HIGHEST SINCE … Read more

The Japanese yen devaluation is very similar to what happened in 1992 Britain. The stock market looks dead calm. Underneath looks like a coiled spring.

The 🇯🇵 Japanese yen devaluation is very similar to what happened in 1992 Britain 🇬🇧 They tried saving the British pound by selling foreign assets & buying pounds. It failed Out of desperation they rapidly raised interest rates, which signaled panic. BoJ is in the same situation https://t.co/Vp3iBozOhL pic.twitter.com/eWSEwXrWB5 — Financelot (@FinanceLancelot) August 17, 2026 … Read more

These “sound bites” will be used by Democrats during midterms. His messaging is terrible. So out of touch

These “sound bites” will be used by Democrats during midterms. His messaging is terrible. So out of touch https://t.co/BWBASq34Ay — QE Infinity (@StealthQE4) August 16, 2026 Food prices in the US have shot up by 33% over the last seven years, the biggest jump in grocery prices in half a century, per NYP — unusual_whales … Read more

China’s population drop is accelerating past crisis into collapse

Fewer jobs, unaffordable homes, and high living costs are stopping young people from marrying and having kids. The population decline is no longer gradual. It is speeding up and will hit the workforce and pension system hard for decades. China doesn’t face a demographic crisis, it faces a demographic collapse. Rampant youth unemployment and unaffordable … Read more

Gold funds just took in $6.3 billion last week, the biggest weekly inflow since January 2026.

Gold funds just took in $6.3 billion last week, the biggest weekly inflow since January 2026. This happened even as UST yields sit near multi-year highs, the same pressure that had been weighing on the metal for months. Gold still pushed back up to the $4,400 zone this week and… https://t.co/8bFt5w9cor pic.twitter.com/ONrGuqmIsF — Austral Research … Read more

The SEC is preparing to allow US stocks to trade 24/7 on the blockchain.

BREAKING: 🇺🇸 The SEC is preparing to allow US stocks to trade 24/7 on the blockchain. pic.twitter.com/mp1VOdG0Tq — Bull Theory (@BullTheoryio) August 12, 2026 SEC Chair Paul Atkins is pushing an innovation exemption for tokenized listed securities. Bloomberg and others report the framework could enable continuous on-chain trading of stock tokens. Details may come as … Read more

U.S. HOUSING MARKET TILTS HARD TO BUYERS, MORTGAGE FIRMS IMPLODE 70%.

U.S. homebuyer demand hit a record low in July, with just 967,000 buyers versus 1.46M sellers—a 51% seller surplus. Nearly 80% of major metros are now buyer’s markets, giving house hunters greater negotiating power. Miami leads with 154% more sellers than buyers, followed by Nashville and several Texas metros. High mortgage rates, elevated prices and … Read more

Not saying Burry is right, but seeing how much he is being laughed at and mocked right now, I bet this is pretty close to how people treated him before 2008.

Just to clarify since quite a few seem to read it this way: I’m not comparing today’s market to 2008. I’m comparing the sentiment around Burry and how quickly people dismiss him as a joke. — JP Insights (@jpinsights) August 13, 2026 Cassandra Burry is a blessing now. Shorted Palantir- It mooned Shorted Nebuis – … Read more

Gas prices record for August, top refiners see profits soar! Homebuyer demand drops to record low…

Gasoline prices climbed on Wednesday, marking their highest level on record for this time of year. The national average for regular gas stood at $4.03 per gallon, according to AAA data. That’s about $0.16 higher than a month ago. The national average “is now at its highest ever level this late in the calendar year,” … Read more

Treasury market facing reckoning: Treasury is about to sell 30-year bonds at the most expensive rate in a quarter century.

The roughly $30 trillion Treasury market — widely seen as the bedrock of the global financial system — is facing a dangerous reckoning driven by a perfect storm of rising risks. On Wall Street, bond-market professionals are warning that the tremors could affect your portfolio — whether you own bonds or not. Long-end Treasury yields … Read more