Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
This is a farmer who tried to talk about data centers in the USA. https://t.co/bvaG2PxKvA pic.twitter.com/m1zwgrqu7r — Zo Brown (@receipts_lol) June 25, 2026 The AI backlash is only getting started Here is how to deal with it Advances in ARTIFICIAL intelligence have long terrified techies. Lately, voters are feeling the angst, too. AI is unpopular …
New York City’s Rent Guidelines Board voted 7-1 to freeze rents for nearly one million rent-stabilized apartments beginning this October. Supporters say it will give tenants relief from rising living costs. But the vote does nothing to solve the basic problem that created today’s housing crisis. New York still does not have enough homes. Freezing …
France faces intense heatwave with record highs above 40C. Shoppers rush stores for fans and portable air conditioners. Videos show physical fights and crowds pushing in aisles. Only 25 percent of homes have AC compared to higher rates elsewhere. Authorities activate highest health alert level. Panic buying empties shelves fast. Scenes look like Black Friday …
Nic@puckrin Kevin Warsh just picked his two Fed advisers. Here’s why it matters: Daniel Covitz: 30 years at the Fed, specialist in financial stability & credit markets. Eric Engstrom: called the soft landing dead in mid-2025. His model flagged “mild stagflation” before anyone else was saying it. Together they argued yields are rising because of …
Prof @TheProfInvestor One lesson the market has taught me over and over again: Tops are a process. Bottoms are an event. Tops don’t happen because of one piece of bad news. They happen after weeks or months of people convincing themselves every dip is another buying opportunity. Bottoms don’t happen because the news suddenly gets …
Skyrocketing mortgage costs are a big problem for the U.S. Housing Market. Today it costs the typical buyer $2,724/month to buy a house, inclusive of mortgage, tax, and insurance. That's up 82% from pre-pandemic. byu/Boo_Randy_Revival inHouseBuyers “And an astounding 72% higher than the 2007 bubble peak. We’ve never seen such poor housing affordability. Incomes have …
First class mail dropped sharply since 2014. Career staff count rose 9 percent in same time. Top five leaders listed make 312k to 341k yearly. Postmaster General Louis DeJoy made 341k. Deputy and chiefs around 312k to 327k. USPS lost billions last year. Volume down one third but headcount up. Executives get high pay while …
The company is now considering cutting up to 100,000 jobs, roughly double earlier workforce reduction plans. Several major factories, including Hanover, Zwickau, Emden, and Audi’s Neckarsulm plant, are reportedly at risk as management looks for deeper cost savings. The proposed cuts would come on top of restructuring already underway across Volkswagen, Audi, Porsche, and the …
NEW: SpaceX could acquire T-Mobile, analysts say — Forbes — Insider Paper (@TheInsiderPaper) June 26, 2026 SpaceX Could Acquire T-Mobile As It Expands Into Wireless, Analyst Sayshttps://t.co/ErS83bMZLO pic.twitter.com/NsPLdAbc4Y — Forbes (@Forbes) June 25, 2026 Grok: It’s analyst speculation from a TD Cowen report, not confirmed. T-Mobile is called a logical target for full wireless ownership …
Key details Lawsuit targets over 1700 stations in California. AI called Kalibrate adjusts prices using traffic time weather events and competitor data. System gets fed costs sales volumes inventory and past prices. It finds ways to raise prices together across stations. Claim says this added up to 30 cents extra per gallon. Defendants include big …
Key details Massie notes Republicans hold all major power centers. They still push election fraud narrative after winning. He lists government stakes in private firms. Intel gets 10 percent ownership. MP Materials 15 percent. Lithium Americas 5 percent. Trilogy Metals 10 percent. US Steel gets golden share. Republicans criticize Democrats for socialism but stay quiet …
Trump says landlords need to raise rents because the cost of energy has gone up over the past year pic.twitter.com/zK3l8V2zHk — FactPost (@factpostnews) June 26, 2026
Samsung and SK Hynix make up nearly half the index. Retail traders called ants flip fast and use heavy margin debt. Leveraged ETFs on those two stocks double the losses. Korean won at 17 year low adds pressure on imports. National pension fund forced to sell on rallies due to allocation limits. Korea missed MSCI …
The next battle in AI may not be about building larger models. It may be about making today’s models dramatically cheaper to run. Some of the biggest AI companies are developing new techniques that can sharply reduce the amount of memory large language models need during inference. NVIDIA researchers have introduced KVTC, a system that …
Experts from big privacy groups and tech companies all say same thing. Bill forces companies to build permanent backdoors into systems. Government can demand data logs for up to one year on every app. It overrides encryption and data deletion rules. Orders can stay secret so companies cannot tell users. Rushed through Parliament with only …
For the past two years, one assumption drove nearly every major technology investment. Spend whatever it takes. The market will reward you later. That assumption is beginning to crack. Reports indicate OpenAI is leaning toward delaying its IPO until 2027, with advisers pointing to choppy markets, weaker retail demand for ultra-high valuations, and the possibility …
Key takeaways Malware Infection: Fake USB sticks delivered to Japan’s Ground Self-Defense Force in March 2024 carried a China-linked virus, infecting computers as soon as the drives were inserted. Detection occurred nearly a year later in February 2025. Security Breach: Despite safeguards like scanning external drives, more than 50 computers were exposed, with nearly half …
Michael Saylor: “I give you the upside. You have no downside. And I pay you a dividend while you wait to get rich.” pic.twitter.com/UaukM20gTW — The Assembly (@InTheAssembly) June 26, 2026
Get the latest SSTRC stock update following recent geopolitical instability. We analyze how the current Middle East situation is affecting asset prices.
by Michael The Iranians have never wavered from their position that they intend to control traffic through the Strait of Hormuz permanently. They just underscored this point by launching an attack on a cargo vessel near the coast of Oman. During the 60 day negotiation window with the United States, Iran is not charging commercial …
Ackman views $MSFT as having an “impossible to disrupt” position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with 3P vendors, even at twice the price. Microsoft Copilot …
Retail cut options and margin bets after record levels. Similar tops in 2018 and 2021 brought months of tech weakness. Corporate and household debt looks fine. Leveraged ETFs and retail speculation cool off. BofA says AI profits may drop with cheap models. Customers push back on high prices. Defensive stocks and bonds may do better …
Watters: New York's been dipping its toes into communism for a while. Nearly half the city is on medicaid. 20% of the city on food stamps. One out of every three renters lives in a rent- stabilized apartment pic.twitter.com/GWka9JvMEb — Acyn (@Acyn) June 26, 2026
US electricity prices rose 7 percent in 2025. This beats normal inflation. Data centers demand doubles or triples soon. Areas near big AI builds see power costs jump 200 percent or more. Apple hikes Mac and iPad prices up to 25 percent. Microsoft raises Xbox prices too. Memory margins at 85 percent force big tech …
Says no point paying when allies say no to help. US covers most costs. Trump spoke with Hegseth and top officials about possibly exiting NATO. US pays hundreds of millions yearly to NATO. America covers around 60 percent of total NATO defense spending. Allies often refuse requests for support in wars. Trump says defund it …
After the 2008 financial crisis, regulators cracked down on banks. Credit did not disappear. It simply moved. Today, private markets have grown into a financial system that dwarfs the subprime mortgage market that helped trigger the last crisis. The numbers are staggering. Private equity now manages roughly $4 trillion to $6 trillion in assets globally. …
China’s largest banks are closing the door on retail precious metals trading after one of gold’s sharpest reversals in years. Starting July 24, major banks including ICBC, the world’s largest bank with roughly $7.6 trillion in assets, will stop individual clients from opening new precious metals positions linked to the Shanghai Gold Exchange. Customers will …
25k fake accounts ran millions of queries to copy the model. Distillation attack exposed. Anthropic caught Alibaba using 25,000 fraudulent accounts. 28.8 million conversations extracted Claude capabilities. Attack ran from April 22 to June 5 2026. Method called distillation. Train your model on answers from rival model. DeepSeek Moonshot AI and MiniMax also involved. Anthropic …
The national median rent increased by 0.5% in May, and now stands at $1,379. This marks the fourth straight monthly increase, as the market enters the busy summer moving season. Rent prices nationally are down 1.5% compared to one year ago. Year-over-year rent growth ticked up slightly compared to last month, but remains near the …
Texas pharmacist Brad Hart gets family transfer request. Kid already starts antibiotic course. Insurance demands prior auth for last 14 tablets. Drug costs pharmacy 18 dollars cash. AWP benchmark lists those tablets at 2500 dollars. PBM middlemen and rules create this fake price. Obamacare and Medicare push everything through third party payers. System delays care …