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Apparently diversification is just owning more of the same thing. It's official: The top 10% largest US stocks now reflect a record 76% of the US equity market. This has officially surpassed the previous record set before the Great Depression in the 1930s. By comparison, at the 2000 Dot-Com Bubble peak, the top 10%'s share …
The Fed’s Reverse Repo Facility balance fell to just $78.1 billion on August 7, 2025. This shows banks are pulling money out of the Fed, holding onto cash instead of lending or investing. “The Fed’s Reverse Repo Facility (RRP) balance dropped to just $78.1 billion on August 7, 2025.” https://fred.stlouisfed.org/series/RRPONTSYD Meanwhile, foreign buyers sold $78 …
Trump signed the executive order. Bitcoin and crypto can now flow into 401(k)s. Trillions unlocked for retirement accounts. This is sold as innovation but could become the biggest risk shift in decades. “President Donald Trump officially signed a landmark executive order that would allow cryptocurrencies such as Bitcoin to be included in 401(k) retirement accounts.” …
by Michael What I have to share with you today is truly strange. Is it just a coincidence that the dates when World War I, World War II and World War III all started share a very eerie similarity? You will see what I am talking about below. This is something that has been circulating …
Canada’s labor market did more than stumble in July, it collapsed spectacularly. Missing job growth forecasts by over 54,000 is not just a minor slip. It signals serious cracks in the economy’s foundation. When youth unemployment reaches levels unseen since 2010, that sends a sharp warning about the future workforce and consumer spending. The sectors …
Intel buried the Clinton-Russia hoax deep. Durham didn’t get access to the annex until 2025. The FBI had it all back in 2016. Yet, they pushed ahead with the Steele Dossier anyway. They knew it was political. They used it to spy on Trump. The intel community sat on key evidence for nine long years. …
Senators are quietly pushing a new bill called the Block BEARD Act. According to this recent report, it would give copyright holders the power to ask courts to block entire websites through internet service providers. The idea sounds like a fight against piracy but it could easily become a tool that blocks far more than …
Morgan Stanley just slammed a price tag on AI’s future. $2.9 trillion in data center spending by 2028. Only $1.4 trillion of that comes from actual cash flow. That leaves a massive $1.5 trillion debt crater. Not a simple gap. A full-blown crisis. “By 2028, global data center construction will require approximately $2.9 trillion… relying …
Trump’s tariff memo didn’t mention gold. So how did Customs decide to hit the precious metal? The reclassification came through on July 31. No press release, no Treasury announcement. Just a quiet move that sent prices soaring worldwide. Gold shot up to $3,440 an ounce on COMEX. Retail prices in Delhi topped ₹1,02,700 per 10 …
Indirects faded. 59.5% taken. Six-month average sits at 61.9%. Dealers got hit with 17.5%. Normal is 13.9%. “Indirect bidders… took 59.5% of the issue, below their six-month average of 61.9%… dealers absorbed a heavier-than-average 17.5%.” https://finance.yahoo.com/news/us-treasury-sells-25b-30y-175706796.html 🚨 The U.S. just auctioned off $25 billion in 30-year bonds. And the results were bad. Really bad. Weak …
Delinquency rates across consumer debt classes are now brushing up against levels seen during the Global Financial Crisis. The New York Fed reports that 4.4% of all outstanding household debt is delinquent. “Loan delinquency rates remained ‘elevated,’ according to the report, at 4.4% of outstanding debt overall, with student loan delinquencies spiking sharply higher, into …
by Michael If everything is going to be just fine, why are thousands of stores closing all over the country? So far this year, the total amount of retail space that has been permanently closed has surpassed 120 million square feet. We have never seen anything like this before. Store closings spiked during the early …
Reddit now lets users hide their post and comment history. The change was framed as a privacy upgrade. “Reddit on Tuesday announced a new feature that will offer its users more privacy when it comes to what’s shared on their user profiles.” https://techcrunch.com/2025/06/03/reddit-now-lets-you-hide-content-like-posts-and-comments-from-your-user-profile/ But the rollout timing and feature design suggest something else. The new …
Nova Scotia just made it illegal to be in the woods, like a $25k fine for HIKING!!! And the people are like “yep seems reasonable”lmao I live in Canada and still can’t believe this is a real country pic.twitter.com/PKmzJhv1Om — Tiffany Gillis (@tiffanyrg9) August 6, 2025 Nova Scotia just made it illegal to enter the …
Trump ordered a new census. Said it will leave out illegals. “People who are in our country illegally will NOT BE COUNTED IN THE CENSUS.” https://www.politico.com/news/2025/08/07/trump-new-census-00497025 Commerce started prep. No law passed, but no law blocks it either. “President Donald Trump said Thursday he has directed the Department of Commerce to begin work on a …
Student loans are cracking. Retail margins are gone. Same pressure. Different fronts. Borrowers are defaulting into wage garnishment. Retailers are stuck with early inventory and no restock window. Both moved too soon. The SAVE plan stalled. Notices went out. Interest resumed. Servicers weren’t ready. Borrowers weren’t warned. Now 3 million are set to default by …
Intel’s CEO is under fire. But the real story isn’t what’s being said, it’s what’s missing. Tan’s China ties, Cadence’s criminal plea, and $8B in taxpayer subsidies are all on record. But no one’s asking how Intel passed vetting. Or why the board ignored subpoenas. “Cadence Design Systems admitted to knowingly exporting restricted electronic design …
Japan and Brazil are cutting the US out. After two decades of stalled talks, they’re finally moving to trade beef directly. Trump’s 50% tariff on Brazilian beef triggered the shift. Brazil’s exports to the US are collapsing. Japan’s stepping in. “Brazil, the world’s biggest beef exporter, has tried for two decades to crack the Japanese …
EU regulators are coercing US platforms to censor American speech. The Digital Services Act (DSA) threatens fines up to 6% of global revenue unless companies rewrite moderation policies worldwide. The House Judiciary Committee’s July 2025 report confirms it. The European Union's Digital Services Act (DSA) claims to target only harmful content in Europe, but our …
Jobless claims just hit 1.974 million. That’s the highest since November 2021. Not a bump. Not seasonal noise. It’s been climbing for weeks. Up another 38,000 this time. That’s not recovery. That’s erosion. “Continuing Jobless Claims went up by 38K to 1.974M for the week ending July 26.” https://www.fxstreet.com/news/us-initial-jobless-claims-rose-to-226k-last-week-202508071234 “Continuing claims soared by 38,000 to …
Goldman Sachs says 55 cities will see home prices fall. That’s 15% of the 381 metros they track. But they also say 39% will decline. So why spotlight the softest wound? “Goldman Sachs expects home prices to fall in 55 of the 381 metropolitan statistical areas it tracks, or about 15%.” https://www.cbsnews.com/news/home-prices-forecast-goldman-sachs-housing-market/ “While we think …
McDonald’s is launching an adult Happy Meal. But it’s not just a meal, it’s a full-blown nostalgia campaign dressed as innovation. The McDonaldland Meal drops August 12. It comes with a Quarter Pounder or McNuggets, fries, a mystery shake, and collectible tins. The characters? Ronald, Grimace, Hamburglar, Birdie, Mayor McCheese, Fry Friends. All back. All …
China’s outbreak isn’t airborne. It’s insect-driven. But the response looks familiar—nets, drones, fines, and forced isolation. Foshan leads the case count. No one explains why it’s the epicenter. Same climate as nearby cities. Same infrastructure. No mutation confirmed. No vector density model published. “Authorities had reported more than 7,000 cases of the virus as of …
Sam Altman once admitted he keeps a “go bag” and has an agreement with Peter Thiel to flee to New Zealand if things collapse. “Altman said in 2016 the pair would lay low at one of Thiel’s properties in New Zealand.” https://www.dailymail.co.uk/sciencetech/article-12974609/What-know-Worlds-billionaires-building-bunkers-assembling-fortresses-outside-mansions.html Thiel’s bunker plans near Lake Wanaka were blocked by New Zealand’s local council. …
Tell me again, that you cannot see the Bubble! Good one @i3_invest 👏👏 I will use it 🙋♂️ https://t.co/PHGSOk29sE — Henrik Zeberg (@HenrikZeberg) August 7, 2025 The knot at point D always looks convincing and traps the bulls, only to be followed by a sharp drawdown—leaving call holders with no escape.$SPY can potentially rise as …
Canada’s wildfire season has already burned over 2.7 million hectares and displaced more than 33,000 people. “What we are witnessing is not just a series of isolated incidents, but a glimpse into a new, fire-prone reality shaped by human activities and climate change.” https://unu.edu/inweh/news/canadas-wildfire-crisis-harsh-glimpse-new-climate-reality-cascading-impacts-beyond-its The smoke crossed borders. Over 117 million people in the U.S. …
View post on imgur.com UN confirms 2,309 out of 2,604 aid trucks entering Gaza between May 19 and August 5 were intercepted before arrival. “The United Nations published data on Tuesday showing that 88.7% of aid trucks collected by the international organisation in the Gaza Strip in recent months were intercepted before reaching their destination.” …
Tariffs Announced by Trump. 🇮🇳 India – 25% + 25% = 50%🇧🇷 Brazil – 50%🇸🇾 Syria – 41%🇲🇲 Myanmar – 40%🇱🇦 Laos – 40%🇨🇭 Switzerland – 39%🇨🇦 Canada – 35%🇮🇶 Iraq – 35%🇷🇸 Serbia – 35%🇩🇿 Algeria – 30%🇱🇾 Libya – 30%🇧🇦 Bosnia & Herzegovina – 30%🇿🇦 South Africa – 30%🇧🇳 Brunei –… — The …
A migrant mother in Boston received $30,000 through Governor Maura Healey’s HomeBASE program. She used it in under 10 months. The program was designed to last two years. She’s now asking for more help https://www.dailymail.co.uk/news/article-14969147/migrant-mom-complains-taxpayer-housing-handout-massachusetts.html The program requires families to pay 30% of income toward rent. Nadine lost her job. Her boyfriend left. Her share …
JUST IN: Trump signs executive order Thursday to allow crypto, private equity, and alt assets in 401(k)s. “President Donald Trump will sign an executive order… directing the Labor Department to clear a path for cryptocurrency, private equity, and other alternative assets to be offered inside 401(k) retirement plans.”. https://www.theblock.co/post/365956/trump-executive-order-crypto-401k-plan.. https://twitter.com/Cointelegraph/status/1953399218749489614 No new liquidity enters. To …