A hub for independent voices and hard truths
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
The Wall Street Journal reports that the equity risk premium has effectively disappeared as the reward for holding stocks over bonds evaporates. Investors now face extreme volatility for returns that fail to compensate for the underlying danger. The consumer data …
Shiller CAPE ratio sits at 38-41, second only to the 2000 dot-com peak while Berkshire Hathaway underperforms the S&P 500 by the exact margin it did heading into the 2008 GFC. Buffett sits on a record $380 billion cash pile, …
by Michael For much of the nation, it feels like we are in a permanent economic crisis with no end in sight. I have been documenting our long-term economic decline for years, and now we have reached a point where …
Top 1% already shoulder 48% of all NYC income taxes while $14 billion in income flees to Florida. Let me get this right: people bust their ass, make something of themselves, and earn a bunch of money, and you want …
The 10-year treasury yield sits at 4.57 percent. This level acts as a tourniquet on the entire economy. Source: fred.stlouisfed.org History warns us of the danger. In 1994, the Fed raised rates and triggered the “Bond Massacre,” where bonds fell …
We are back at 2008 levels. Household insolvency is moving faster than at any time since the financial crisis. Credit card highs with no signs of cooling inflation. Energy prices give you a break over the weekend, then boom. Trump …
While rumors and reports swirl about a possible Iran deal, the clock is still ticking for an economy that’s way too close to the point of no return on the energy shock. In fact, for Europe, there is a nontrivial …
As the stock market hits record highs, Andrew Ross Sorkin and the WSJ highlight a dangerous disconnect. The American middle class is breaking, and the bubble is nearing its limit. “Never this bad before!” @WSJ https://t.co/XrdxLEKYyY — Henrik Zeberg (@HenrikZeberg) …
AI is supposed to save money… but in some cases is doing the exact opposite. Nvidia VP: “For months our AI costs have been higher than human salaries.” Startups now flexing about their massive token bills like it’s a status …
Erin Brockovich has launched a website and has begun tracking all data centers in America and logging resident complaints In just 1 week it’s already logged 1,690 resident complaints For this who don’t remember Erin Brockovich was the paralegal responsible …
President Trump faces fierce GOP backlash as he nears a ceasefire memorandum… The proposed deal targets unlocking $20 billion in frozen assets for Tehran… US negotiators insist on a clear pathway for the surrender of Iran’s enriched uranium… Tehran’s state …
A $2 billion injection of federal funding is giving the quantum computing sector a much-needed shot of adrenaline. But beneath the enthusiasm lies a far more sobering reality. That’s according to Moody’s, which designated quantum technology as the next major …
Starbucks ships 100 million dollars and thousands of jobs straight to Tennessee… Mayor giggles bye on camera then scrambles once the tax money and payroll disappear… This mayor played tough girl against a giant company then cried when they actually …
Lets not blame the war that's actively causing all of this? What kind of investor are you 🙊🙉🙈 https://t.co/JL06MvuZX5 pic.twitter.com/jrpkSURDYP — Jacob Osiason (@Jacob_Osiason) May 22, 2026 US money supply (M2) has been growing faster this year than at any …
Consumer sentiment hits all-time low… Borrowing costs reach 2007 highs… The “temporary” inflation trap explained… 61% of Americans said they had to cut back on groceries https://t.co/lv4IA7FhPJ — The Straits Times (@straits_times) May 23, 2026 The American housing market in …
A pregnant employee went viral after saying she thought being a pregnant woman of color would protect her from layoffs. Oh no no no. She was making $166k and the family breadwinner. With rampant cost cutting and AI replacing/eliminating so …
I am currently talking to two sources I really respect. They are both telling me that Trump is backing away from the deal with Iran, likely under extreme internal pressure (i.e. Israel and its domestic allies in the US). This …
Jimmy and Americans’ Comedian Kurt Metzger reveal that California has only six weeks of oil supply left if the Strait of Hormuz remains closed — nevertheless, state energy officials admitted that they have “no emergency plan” and that any contingency …
Trump keeps dropping the same victory line like clockwork and the market still jumps every single time. 🇮🇷🇺🇸 Iran's state news published their position on the negotiations "Iran has no optimism towards the United States. Americans have a very bad …
For years the tech world acted like whoever owned the most chips would dominate AI. China is now showing that smarter software and lower costs might matter just as much. By making AI models dramatically cheaper to run, they’re putting …
High propensity applications drop to 30 percent of total and only one in three ever hire anyone. America is forming businesses at a record pace, but almost none of them are creating jobs byu/RobertBartus inEconomyCharts America is forming businesses at …
200 billion dollars in fresh cash gets sucked out to buy the new listings… Big funds quietly dump Nvidia Microsoft and Google holdings to free up the money… OpenAI racks up 60 billion dollar cloud bills against just 25 billion …
Molly O’Shea @MollySOShea If Ken Griffin leaves NYC because of Mamdani’s Pied-à-Terre Tax stunt, the economic fallout could be enormous. It’s not just “one billionaire moving.” Ken’s 350 Park Ave project + Citadel’s employment amounts to: → ~2,500 Citadel employees …
The scary part isn't the 14%. The scary part is the context of 2011 vs today. In 2011, defaults hit 14% because unemployment was at 9%. Today, we are hitting 14% while unemployment is supposedly 'low.' It proves the 'Vibecession' …
USCIS announced Friday that noncitizens on temporary visas must return home for consular processing instead of adjusting status inside the US. Policy applies broadly except in extraordinary circumstances decided case by case by officers. Change hits hundreds of thousands including …
Amazon trucks take the full 9 million dollar hit while taxis Ubers and other delivery fleets get a free pass… This is straight up selective punishment… So not all taxis, delivery, Ubers and others. Just the rich guy that wipes …
Researchers at Columbia Engineering just dropped a massive breakthrough: a new, fast technique to pull lithium for EV batteries… This method could finally solve one of the dirtiest, slowest problems currently stalling the green energy transition… The process is significantly …
Rumors of a SpaceX IPO are circulating again, but insiders warn the valuation math is failing to hold up under scrutiny… The space sector is currently burning through cash at a record pace, making an IPO a massive gamble for …
People online are roasting how expensive everything has gotten after a guy in Georgia showed off the pink Barbie toy car he now drives because filling up his Mercedes costs around $90. A Fox News clip showed him cruising around …
