Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
A 4.2% inflation rate is not a good number. But it also does not fully explain why so many people still feel squeezed. The reason is simple: Inflation slowing does not mean prices go back. It only means prices are rising slower. The latest CPI shows inflation running at 4.2% over the last 12 months …
Peter Schiff, host of The Peter Schiff Show, explains why he believes a major market crash, bond crisis, and inflation surge are still ahead, discusses Japan as a potential trigger for global financial turmoil, and outlines why he expects gold to ultimately outperform stocks, Bitcoin, and the U.S. dollar.
US STOCK FUTURES SLIDE AS INVESTORS DUMP CROWDED AI STOCKS$DIA $SPY $QQQ $IWM $VIX pic.twitter.com/PVkzgXOxu7 — Investing.com (@Investingcom) June 23, 2026 🚨 THIS IS WHY EVERYTHING IS CRASHING AT THE SAME TIME TODAY. Gold, silver, and tech stocks are all down together right now, which usually signals forced selling across markets. AI SEMICONDUCTOR DELEVERAGING South …
This is the part about index investing that gets overlooked. When you buy SPY or QQQ, you are not choosing individual companies. The fund chooses for you. Because these indexes are weighted by market size, the biggest companies automatically become the biggest holdings. And that creates a strange situation. The more a stock rises, the …
by Michael Global food supply chains are under threat like never before. The war with Iran has created a worldwide fertilizer crisis, diesel prices have risen to very painful levels, and farmers in the U.S. have been dealing with an epic multi-year drought. Now a “Super El Niño” is here, and Fox News is telling …
via schiffsovereign On New Year’s Day in the year 1829, a 29-year-old young lady from Washington DC named Peggy Timberlake married John Eaton— a powerful senator from Tennessee. Eaton was also close friends with the incoming president Andrew Jackson. Peggy, on the other hand, was rumored to be somewhat of a harlot. She was openly …
via WSB: TLDR: Corsair has moved beyond gaming peripherals. It is now selling complete, ready-to-run local AI systems (hardware + software) that let small and mid-sized businesses keep using AI without paying ever-rising cloud token or GPU rental bills all the while keeping their data private. This reduces cyclicality and supports a further re-rating as …
The numbers are starting to stack up. The US debt ceiling was raised by $5 trillion in 2025 through the One Big Beautiful Bill Act. The new limit is now around $41.1 trillion. That gives Washington more room until 2027. But the market is watching something else: The cost of carrying all that debt. The …
The AI race has reached a strange point. Big Tech is no longer just investing in AI. It is throwing everything at it. Amazon, Microsoft, Google, and Meta are expected to spend around $700 billion to $725 billion on AI infrastructure in 2026. Data centers. GPUs. Chips. Power. Everything needed to build the next generation …
Tomorrow marks ten years since the Brexit vote. And the funny thing is that both sides can point to the same numbers and claim victory. Brexit absolutely changed immigration. The UK ended free movement with the European Union. Hundreds of thousands fewer EU workers are in Britain than many economists expected before Brexit. That part …
Something big has changed in the financial system. A market most people barely paid attention to has exploded. Private credit grew from roughly $500 billion in 2020 to around $2 trillion today. Some estimates are even higher depending on what counts. The industry expects it could reach around $4 trillion by 2030. The appeal was …
California Governor Gavin Newsom order state workers back to office 4 days a week starting July 1 2026. This change from hybrid schedule where most work 2 days in office and 3 days remote. SEIU Local 1000 union represent about 96,000 workers. Union president warn of mass exodus. Many older workers near retirement may quit. …
BlackRock CEO Larry Fink say in May 2026 event in Texas that trillions of dollars for AI data centers and power grid need to come from private savings accounts and pension funds. Blackrock CEO says the money for data centers is going to have to come from our pensions, retirement accounts etc byu/Snapdragon_4U ininflation He …
China’s property problem is not going away. New home prices in 70 major Chinese cities fell another 0.2% in May. That was worse than April. Year over year, new home prices dropped 3.5% for the second straight month. Existing home prices also fell, down 0.3% month over month. The numbers look small. The problem is …
Recession signals are flashing while government gobbles a record share of the entire economy. The US government has never consumed a larger share of the economy than it does today. pic.twitter.com/lKtm7dzHIm — Charlie Bilello (@charliebilello) June 21, 2026 When CPI rate > Unemployment rate with a yield curve inversion it tends to lead to recession. …
The inflation argument always starts in the wrong place. Everyone argues about the latest price increase. Almost nobody talks about the giant jump that already happened. A $100 item when Trump left office in January 2021 became roughly a $121 or $122 item by the time Biden left office. Today it costs around $128. Yet …
Chevron will fuel a massive Microsoft data center in West Texas with natural gas under a 20-year agreement, the oil major announced Monday. The data center, called Project Kilby, is expected to consume nearly 2.7 gigawatts of electricity, equivalent to the power needed to run about 2 million homes. Most of the electricity will come …
The Iran MOU is being celebrated as a great victory, but Peter Schiff argues it achieved nothing more than returning to pre-war conditions: no fighting and the Strait of Hormuz open — both of which were true before the war started. Iran’s regime survived, got immediate sanctions relief, access to a $300 billion investment fund, …
For years, California politicians talked about taxing big tech. Now they found a way to tax the software almost everyone uses. Starting January 1, 2027, California’s new rules will apply sales tax to a huge range of pre-written digital software and SaaS products. Gavin Newsom’s new software tax goes way beyond corporate softwares, California Democrats …
Dozens of popular websites crashed on Monday, leaving millions without access. Issues began at 8.35am ET on Monday, affecting a range of services including X, Zoom, Google and Microsoft. Cloudflare, which provides web security, speed, and routing services for millions of sites, said it is investigating a fiber cut in Eastern North America and believes …
Lindsey Graham: "I spent 4.5 hours with President Trump on Friday. Here's what I think will happen next. If this deal fails, President Trump is gonna take the Strait of Hormuz over by force. We'll charge a fee for all those who go through to pay for the operation … if Iran… pic.twitter.com/AZdndfdJNh — Open …
Something weird is happening underneath this rally. The companies making the most money are not always the ones getting rewarded. In the Russell 2000, unprofitable companies have jumped around 60% since April 2025. Profitable companies? Up about 38%. The entire Russell 2000 is up around 48%, beating the S&P 500 at about 38%. On the …
Housing was already becoming impossible for many Americans. Then demand kept rising. A Federal Reserve related analysis looked at the housing surge from early 2021 to early 2024 and estimated that increased immigration contributed to a significant share of rising housing costs in many metro areas. WOAH 🚨 Real report released from the Federal Reserve …
Imagine spending $73.4 billion in a single month trying to stop your currency from falling. Then a few weeks later it is right back near a 40-year low. That is basically where Japan finds itself. In May alone, Japan spent a record $73.4 billion supporting the yen. The goal was simple: Stop the slide. Restore …
El-Erian says the war scars last decades with inflation shocks supply chain breaks and permanent higher costs Dan Dicker calls for $135 oil unless a real deal sticks because stockpiles sit dangerously low One narrow strait now gives Iran huge leverage over global trade The old cheap efficient system is dead "You’re going to see …
WallStreetBets has seen some brutal losses, but this one hurts in a different way. A trader posted that he has the “anti Midas touch” because almost every AI stock he touched turned into a losing trade. The painful part? He was often right about the companies. He just couldn’t survive the volatility. He bought Nvidia …
A tourism project that was supposed to represent investment and growth has turned into a major public backlash. The protests started in Zvërnec village after fencing appeared around beach areas connected to a planned luxury resort project. The movement became known as the “Flamingo Revolution” because protesters use flamingos as a symbol of the protected …
The battlefield is not just about rockets and strikes anymore. The bigger fight is becoming political, and the people making the loudest statements are creating a much bigger problem. Israeli officials are openly using much harsher language. Israeli Defense Minister Israel Katz talked about destroying villages in southern Lebanon and preventing around 200,000 residents from …
This number is honestly hard to process. America’s billionaires went from a combined $7.009 trillion net worth in June 2025 to $9.236 trillion one year later. That is a gain of $2.227 trillion. A 31.8% increase in just 12 months. And the wildest part? A huge chunk of that explosion came from the same place …
