Bullionbite
@bullionbite.com
Markets. Economics. Politics. Principles first. Takes without the BS.
Google searches for "help with mortgage" is higher than the 2008 financial crisis.
December 25, 2025 at 8:38 PM
Google searches for "help with mortgage" is higher than the 2008 financial crisis.
Income in the 15 biggest economies
December 12, 2025 at 11:10 AM
Income in the 15 biggest economies
The tourism industry is collapsing.
December 10, 2025 at 7:20 PM
The tourism industry is collapsing.
China’s goods trade surplus just blew past a record, hitting $1 trillion by November. So much for Trump’s trade war and tariffs, Beijing’s surplus is doing just fine.
December 8, 2025 at 11:17 PM
China’s goods trade surplus just blew past a record, hitting $1 trillion by November. So much for Trump’s trade war and tariffs, Beijing’s surplus is doing just fine.
Billionaire-owned media is just the propaganda arm of the top .1%
December 4, 2025 at 12:31 AM
Billionaire-owned media is just the propaganda arm of the top .1%
This is a cartoon from 1894. What has changed?
November 15, 2025 at 10:10 PM
This is a cartoon from 1894. What has changed?
Ethereum’s validator count just hit a new record.
Staked ETH is also at an all time high.
Long term holders aren’t guessing, they’re positioning.
Staked ETH is also at an all time high.
Long term holders aren’t guessing, they’re positioning.
July 15, 2025 at 9:14 PM
Ethereum’s validator count just hit a new record.
Staked ETH is also at an all time high.
Long term holders aren’t guessing, they’re positioning.
Staked ETH is also at an all time high.
Long term holders aren’t guessing, they’re positioning.
few understand what this means.
fewer are positioned for it.
fewer are positioned for it.
June 6, 2025 at 1:26 PM
few understand what this means.
fewer are positioned for it.
fewer are positioned for it.
FOMC Minutes just dropped.
Same recycled fears, now with extra tariff seasoning.
Same recycled fears, now with extra tariff seasoning.
May 28, 2025 at 7:25 PM
FOMC Minutes just dropped.
Same recycled fears, now with extra tariff seasoning.
Same recycled fears, now with extra tariff seasoning.
Investors are sitting on $7.24 trillion in U.S. money market funds as Fed hikes and global turmoil drive record cash hoarding
2008’s surge looks muted by comparison
2008’s surge looks muted by comparison
May 26, 2025 at 5:12 PM
Investors are sitting on $7.24 trillion in U.S. money market funds as Fed hikes and global turmoil drive record cash hoarding
2008’s surge looks muted by comparison
2008’s surge looks muted by comparison
Housing inventory in the US just hit 1.9M — highest since March 2020.
Lock-in effect is breaking. Listings are up 34% since July.
Sellers are arriving. Buyers aren’t.
Something’s gotta give.
Lock-in effect is breaking. Listings are up 34% since July.
Sellers are arriving. Buyers aren’t.
Something’s gotta give.
May 22, 2025 at 5:40 PM
Housing inventory in the US just hit 1.9M — highest since March 2020.
Lock-in effect is breaking. Listings are up 34% since July.
Sellers are arriving. Buyers aren’t.
Something’s gotta give.
Lock-in effect is breaking. Listings are up 34% since July.
Sellers are arriving. Buyers aren’t.
Something’s gotta give.
5.10%+ on the 30Y isn’t about inflation anymore.
It’s about trust.
And when trust vanishes in the bond market, it doesn’t walk back in with a smile.
It’s about trust.
And when trust vanishes in the bond market, it doesn’t walk back in with a smile.
May 22, 2025 at 1:50 PM
5.10%+ on the 30Y isn’t about inflation anymore.
It’s about trust.
And when trust vanishes in the bond market, it doesn’t walk back in with a smile.
It’s about trust.
And when trust vanishes in the bond market, it doesn’t walk back in with a smile.
US Treasury and Trade officials say they reached a deal with China surprisingly fast.
“So maybe our differences were not as large as previously thought,” they said…
Funny how quickly this all got resolved. Almost too quickly.
“So maybe our differences were not as large as previously thought,” they said…
Funny how quickly this all got resolved. Almost too quickly.
May 11, 2025 at 6:00 PM
US Treasury and Trade officials say they reached a deal with China surprisingly fast.
“So maybe our differences were not as large as previously thought,” they said…
Funny how quickly this all got resolved. Almost too quickly.
“So maybe our differences were not as large as previously thought,” they said…
Funny how quickly this all got resolved. Almost too quickly.
If JPMorgan says gold is going to $6,000, you can be almost certain it’s not.
May 11, 2025 at 8:39 AM
If JPMorgan says gold is going to $6,000, you can be almost certain it’s not.
The 10-year breakeven inflation rate was higher back in November–December 2024, when Powell was cutting rates.
Today, expectations are lower. But rates haven’t moved.
So when inflation was expected to rise, the Fed eased. Now, with expectations falling, they hold tight.
Today, expectations are lower. But rates haven’t moved.
So when inflation was expected to rise, the Fed eased. Now, with expectations falling, they hold tight.
May 2, 2025 at 9:43 AM
The 10-year breakeven inflation rate was higher back in November–December 2024, when Powell was cutting rates.
Today, expectations are lower. But rates haven’t moved.
So when inflation was expected to rise, the Fed eased. Now, with expectations falling, they hold tight.
Today, expectations are lower. But rates haven’t moved.
So when inflation was expected to rise, the Fed eased. Now, with expectations falling, they hold tight.
Tether supply keeps exploding. Not organic.
Most of it is likely backed by Bitcoin collateral — LTV around 50%.
Exchanges running USDT books probably aren’t doing it for free. Legal favors, selective blind eyes… standard playbook.
Most of it is likely backed by Bitcoin collateral — LTV around 50%.
Exchanges running USDT books probably aren’t doing it for free. Legal favors, selective blind eyes… standard playbook.
April 28, 2025 at 11:18 PM
Tether supply keeps exploding. Not organic.
Most of it is likely backed by Bitcoin collateral — LTV around 50%.
Exchanges running USDT books probably aren’t doing it for free. Legal favors, selective blind eyes… standard playbook.
Most of it is likely backed by Bitcoin collateral — LTV around 50%.
Exchanges running USDT books probably aren’t doing it for free. Legal favors, selective blind eyes… standard playbook.
Tariffs doing their magic.
Port of Los Angeles — the key hub for Chinese imports — is now staring at a brutal 36% drop in container traffic for the week ending May 10 compared to last year.
Port of Los Angeles — the key hub for Chinese imports — is now staring at a brutal 36% drop in container traffic for the week ending May 10 compared to last year.
April 28, 2025 at 11:08 PM
Tariffs doing their magic.
Port of Los Angeles — the key hub for Chinese imports — is now staring at a brutal 36% drop in container traffic for the week ending May 10 compared to last year.
Port of Los Angeles — the key hub for Chinese imports — is now staring at a brutal 36% drop in container traffic for the week ending May 10 compared to last year.
The inflation-adjusted price of gold in US dollars is about to surpass its 1979 peak
April 22, 2025 at 12:29 PM
The inflation-adjusted price of gold in US dollars is about to surpass its 1979 peak
The mainstream spin is that Trump’s policies are about boosting domestic production & jobs. Sounds nice — but what the ruthless capitalist is really saying is: “The country is collapsing.”
US net international investment position just hit - $27 trillion. And the trend? Only one direction.
US net international investment position just hit - $27 trillion. And the trend? Only one direction.
April 20, 2025 at 10:14 AM
The mainstream spin is that Trump’s policies are about boosting domestic production & jobs. Sounds nice — but what the ruthless capitalist is really saying is: “The country is collapsing.”
US net international investment position just hit - $27 trillion. And the trend? Only one direction.
US net international investment position just hit - $27 trillion. And the trend? Only one direction.
Here we go again… better buckle up.
CBOE 20+ Year Bond ETF Vol Index
CBOE 20+ Year Bond ETF Vol Index
April 14, 2025 at 7:51 AM
Here we go again… better buckle up.
CBOE 20+ Year Bond ETF Vol Index
CBOE 20+ Year Bond ETF Vol Index
JPMorgan CEO Jamie Dimon expects bond market turmoil to reach a point where the Fed is forced to step in.
April 11, 2025 at 8:18 PM
JPMorgan CEO Jamie Dimon expects bond market turmoil to reach a point where the Fed is forced to step in.
White House: US tariffs on China now at 145%.
Markets in freefall.
Markets in freefall.
April 10, 2025 at 3:24 PM
White House: US tariffs on China now at 145%.
Markets in freefall.
Markets in freefall.