Independent thinking for complex markets and current events
Oil never caused inflation like this useless compute demand does. Goldman Sachs reports highlight data center electricity demand as key driver of power price spikes. US grid strain from AI and cloud growth keeps growing fast. Inflation concerns rising over energy costs tied to tech expansion. Going to be hilarious when data centers instead of …
Long flight from Ukraine likely caused deadly clot. Graham pushed hard on foreign policy trips and paid price. Washington loses key hawk at bad time with global tensions high. Graham returned from Ukraine trip with 12 plus hours travel. He suffered cardiac arrest at Capitol Hill home Saturday night. Paramedics responded to cardiac arrest call …
The Federal Reserve – and new chair Kevin Warsh – may have just marked the end of an era for the U.S. housing market and financial markets in 2026. For more than twenty years, investors became accustomed to the Federal Reserve stepping in whenever markets weakened. The early 2000s, the post-2008 recovery, and the pandemic …
by Martin Armstrong FOX Business reported that the average monthly payment for a new vehicle reached a record $770 during the first quarter of 2026, according to LendingTree’s analysis of Experian data. Lease payments climbed to $619 per month, while used vehicle payments reached $531. The average amount financed for a new vehicle rose to $43,925, and …
By Peter Reagan A thousand dollars looks like a great deal in a maternity ward. Eighteen years later, when that baby is preparing for college, looking for a first home or trying to build an adult life, the same thousand dollars may not look quite so substantial. That does not make Trump Accounts a bad …
“America innovates.” “China replicates.” “Europe regulates.” It gets passed around online so much that most people stop thinking about it. America innovatesChina replicates Europe regulatespic.twitter.com/A6fzW8iSWf — Dr. Eli David (@DrEliDavid) July 11, 2026 Then you start comparing what each region is actually doing. The US keeps producing companies like Apple, Tesla, OpenAI, Nvidia, and breakthroughs …
For years, Japan was the country that couldn’t raise interest rates. Deflation wouldn’t let it. Weak growth wouldn’t let it. An aging population wouldn’t let it. Now people are seriously talking about the Bank of Japan pushing rates above 2% this cycle. That number doesn’t sound impressive if you’re looking at the Fed. For Japan, …
It’s amazing what can be revealed when you go to the source. 1. No one knows who the owner is2. Everyone hired in the past month3. Impossible to bill for 8,000 patients 100% fraud — Nick shirley (@nickshirleyy) July 11, 2026 The $9.4 million caught my attention. Then the employee list did. Palace Daycare billed …
Iran just dared Trump and got hit back hard on their energy crown jewels. Closing Hormuz is suicide for their economy but they did it anyway. 🚨🇺🇸🇮🇷 BREAKING: Strikes are reportedly hitting Asaluyeh and Bushehr right now. -U.S. airstrikes are reported against Asaluyeh in southern Iran, with additional strikes in Bushehr -Asaluyeh is the onshore …
Is this BASED black woman SPOT ON?! pic.twitter.com/FB70RwMVz4 — whatever (@whatever) July 10, 2026 This woman is cooking with straight facts. She dismantles liberal arguments so clean leftists have no comeback. Rare to see someone call out the mind virus so clearly and based. h/t dr0id
This two-tiered object looks wild on infrared. Pentagon keeps trickling out footage but never explains what it actually is. Either they know more than they say or these are just advanced drones we are not supposed to see. BREAKING: The Pentagon has released a fourth batch of UFO documents and videos, including what officials describe …
Britney Spears is once again making headlines after a risky moment on a Southern California freeway left fans and onlookers stunned. The pop icon was photographed standing through the sunroof of a moving SUV as it traveled along one of Los Angeles’ busiest highways, reigniting debate over her safety just months after resolving a high-profile …
Everyone talks about chips. Nvidia. TSMC. AI data centers. But a much smaller resource just reminded everyone that the AI race depends on things most people never think about. Helium. China temporarily banned helium exports as the Iran conflict disrupted global supply chains and raised concerns about shortages of a gas that is critical for …
The biggest test for SpaceX might not be Starship. It might be simple supply and demand. After becoming one of the largest IPOs in history, SpaceX is now facing its first major lockup expiration. And the numbers are ridiculous. The first major unlock could release around 911.5 million shares. That’s about 142% of the original …
I think this is where a lot of people get the economy wrong. They’re judging today’s Federal Reserve with a 1990s playbook. Back then the Fed was mostly known for one thing. Raise rates when inflation got too hot. Cut rates when the economy slowed. That was pretty much the conversation. Look at today’s Fed. …
U.S. FDA Approves PADCEV® plus Keytruda® as Neoadjuvant and Adjuvant Treatment for Muscle-Invasive Bladder Cancer Regardless of Cisplatin Eligibility First and only treatment regimen for adults with MIBC, regardless of cisplatin eligibility, representing a platinum-free potential standard of care Broadened approval supported by Phase 3 EV-304 data showing a nearly 50% reduction in the risk …
Something about these wealth numbers is hard to ignore. Billionaire wealth jumped 16% in 2025 to a record $18.3 trillion. The world’s 12 richest people now hold more wealth than the bottom 4 billion people combined. Global personal wealth increased 10.8% last year. But the big question is where that wealth went. The gains were …
Trump openly admits he cares more about higher asset prices than regular people affording homes. Record high prices already crush young buyers and families while he pushes for more increases. Donald Trump on his housing affordability plan, in his own words:—"It's so unimportant"—"It's a big yawn"—"I don't think about Americans' financial situation"—"I don't want to …
This covers everything. Mortgages auto student and corporate debt all ready to blow. 2008 was small compared to what builds now. System too leveraged and one shock ends it. Private credit defaults and commercial real estate stress reports keep growing.
Everyone is focused on the rehearing request. I think that’s the least interesting part. Supreme Court rehearings are extraordinarily rare. Trump’s lawyers know that. So why file it? Because the legal battle and the political battle are no longer the same thing. The real argument was never whether Trump could sign an executive order. It …
Amazing!!!! That moment when Keir clenches his arse cheeks! 🍑 pic.twitter.com/5J9d4xggEy — HonestRED (@originaltreble) July 9, 2026 That look said everything. Trump cannot stand Starmer and neither can real Brits. Starmer destroyed the special relationship to chase Muslim votes and woke nonsense. Trump nailed the contempt perfectly while Starmer looked ready to wet himself.
No way to repay 40 trillion without destroying the dollar through inflation. Young people are screwed. Buy gold and hard assets now because the bill is coming due fast. First 9 months of FY2026 deficit hit nearly 1.4 trillion dollars. That beats the 1.3 trillion deficit from the same period last year. Borrowing pace means …
This is one of the stranger breakups in the AI race. Apple helped bring ChatGPT into its ecosystem. Now Apple is suing OpenAI and accusing the company of stealing trade secrets to build AI hardware. The lawsuit claims former Apple employees took confidential information related to unreleased products, hardware designs, and internal processes to help …
Something strange happened with Meta. Mark Zuckerberg admitted AI agents were not progressing as quickly as executives expected. The stock went up anyway. That is the kind of market reaction that makes people stop and ask what exactly investors are pricing in. Meta had spent months under pressure because investors were worried about the massive …
Scarlet Lady’s 2,000 passengers told of change as one of those onboard says they will ‘sparkle and spend elsewhere’ An LGBTQ+ cruise ship blocked from Turkish waters this week has been refused entry into Egypt. The Scarlet Lady’s 2,000 passengers, including the Broadway performer Patti LuPone, woke on Thursday morning to find a note placed …
Rogan is right. Trump campaigned hard against endless wars and endless foreign entanglements yet here we are in another one. Conservatives and regular Americans do not want this. It is a clear betrayal of what got him elected and it will cost Republicans big in 2028 if it keeps going. Joe Rogan criticized President Donald …
