Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
Japan’s rate hike to 1 percent has shattered the yen carry trade. Hedge funds are being forced to sell dollar assets to cover losses. This is forcing a “forced liquidation” cycle that hurts the dollar. The Nikkei hit 70,000, but the euphoria is hiding the underlying panic. When Japanese investors bring their money home, the …
Companies are pouring $725 billion into data centers and chips this year. That is a 77% jump over 2025 and it is starting to break balance sheets. Free cash flow for the biggest tech giants is plummeting as a result. Investors are looking at the math and calling it a bubble. Retail investors are still …
by Martin Armstrong The financial press is celebrating reports that traders are betting shipping traffic through the Strait of Hormuz could begin returning to normal by August. Oil prices have fallen sharply on hopes of a U.S.-Iran agreement, and prediction markets are assigning better-than-even odds that vessel traffic will recover during the second half of this …
CNBC's paid pumping of SpaceX $SPCX is so obvious, it's frankly disgusting. How much is Josh Brown being compensated to dump these bags onto retail? https://t.co/q19AH4KK6A pic.twitter.com/7u5o9wc5kt — Financelot (@FinanceLancelot) June 16, 2026
Average US rent around $1,600 – $1,900 per month now. In big cities like Manhattan it hit record $5,125. Many middle class families (income $45k-$75k) spend over 30% of money on rent. Harvard report say almost 50% of this group are “cost burdened”. Since 2019 rents grow faster than incomes for middle earners. This leave …
GoFundMe say over 15,000 fundraisers for essential needs in Canada from January to May 2026. This is 8% more than same time last year. Since 2020, campaigns with “cost of living” words up 274%. Example: Man in Toronto lose job, then get sick on first day of new job. He start GoFundMe to not lose …
BlackRock cut another around 200 jobs. This is just under 1% of their total workforce. Cuts happen in investment, operations, tech and private credit teams. CEO Larry Fink now make this kind of small cuts regular thing, not big one-time layoffs. This is fourth round in last 18 months. Company says it is to keep …
The FOMC rate decision is just 23 hours away. Prepare for the market volatility ahead by analyzing the new Fed chair press conference. This update focuses on the upcoming FOMC rate decision and what traders should expect when the new Fed chair holds their first press conference. We analyze the current market environment using specific …
Guy doubled down because someone questioned his balls Betting heavy on Section 232 tariffs crushing Chinese solar imports T1 building full US solar cell factory plus BESS for AI data centers Targeting 350-450M EBITDA next year on domestic supply chain play 1M+ bet on T1 Energy (TE) PT 2 byu/Beneficial-Ad-7771 inwallstreetbets
New York lawmakers passed bill S8877. It targets “ghost jobs” — fake job postings that companies post but never plan to fill. Companies with 100 or more employees and job websites must clearly say if the job is real and when they expect to hire. If the job is for a current opening, they must …
Import prices in US rose 1.9% month over month. This was higher than expected (forecast around 1.0%). Export prices rose 1.3% month over month. This was also higher than expected (forecast around 0.9%). Import prices up big because of fuel and other goods costs. Year over year, import prices rose 6.7% — biggest jump in …
US housing starts drop big in May 2026. Total starts at 1.177 million units per year rate. This is 15.4% down from April. Lowest level since May 2020, six years ago. Single family starts at 882,000, small drop. Multi family starts fall hard 41% to 284,000. High mortgage rates and costs make builders wait. Data …
Ofcom is UK regulator for internet under Online Safety Act. They investigate 4chan because site has many UK users. Ofcom send legal notices asking 4chan to do risk assessment for illegal content and add age checks to block kids from porn. 4chan refuse because it is US company and say UK law not apply to …
Bank of America studied the debit and credit transactions of millions of Americans. The pullback on spending outside of necessities is unlike anything they have ever seen. Domino’s said consumers do not even want their $7 carry out pizza. $7. A whole pizza. One of the cheapest food options available. People cannot justify $7 for …
Inflation liquidity tech credit risks stacked simultaneously for the first time in 50 years US and Canadian investors at ~60% of assets in stocks near all-time highs Korean household loans exploding nearly 3x in one month straight into the market QQQ relative to M2 looking eerily like the dotcom peak The biggest setup in decades …
First monthly decline since 2022. Fixed asset investment dropping 4.1 percent. Manufacturing and real estate sectors struggling. Industrial output showing slight improvement. Domestic consumption remaining extremely fragile. Internal demand failing to keep pace. Structural headwinds intensifying across major sectors.
Yum Brands just sold Pizza Hut for 2.7 billion. The giants are dumping assets that cannot keep up with their endless demand for scale. Private equity firms are circling the carcass now. They do not care about quality or legacy. They only care about strip mining the brand for every remaining cent of profit. Look …
Every equity bubble inevitably becomes a credit bubble before it bursts… https://t.co/3I0Tyg1Rnf pic.twitter.com/qkwJgOO9Tc — Charlie Bilello (@charliebilello) June 15, 2026 Hold on a second, does this mean OpenAI lost DOUBLE the money than what Sam Altman publicly claimed in 2025!? If this isn’t securities fraud at this point let’s just scrap that law 🤷🏻♂️ https://t.co/fNd1BmXKJ2 …
They send money or move to Switzerland, Singapore, Hong Kong for stability and lower tax. Reports from Henley & Partners and Knight Frank show record millionaire migration in 2025-2026. US creates a lot of new wealth but also rich Americans buy second citizenships as “plan B” for safety. They treat countries like investment portfolio. Not …
‼️The Bank of Japan just crossed a historic threshold: The BoJ raised its benchmark interest rate by +25 basis points to 1.0% at its June 16 policy meeting, the highest since 1995, in a 7-1 vote. The BoJ also announced it would pause its government bond purchase reduction program from April 2027, keeping monthly purchases …
Reform UK leader Nigel Farage has said his party would ban foreign nationals from living in social housing, with tenants required to find private accommodation within three months or face possible deportation. The party confirmed the ban would apply retrospectively, regardless of how long someone has been living in the UK, under Reform’s policy of …
The American Dream is cracking under the cost of living, and the people in this video are done pretending everything is fine. You’ll hear from gig workers making $34 in eight hours, renters paying $900 for a studio with no bedroom door, parents spending thousands on childcare, and young people who can’t picture working a …
by Michael When we were told that the ceasefire extension with Iran would include “the toll-free opening of the Strait of Hormuz”, I didn’t realize that this was only for a period of 60 days. As you will see below, once the 60 days are over the Iranians will be allowed to charge vessels for passing …
🚨 BREAKING: The Strategic Petroleum Reserve has just fallen to its lowest level since August 1983- 340.3mb. That's a 42 yr low. No matter where you stand politically, it's a remarkable statistic: America's emergency oil stockpile hasn't been this depleted since the Reagan era. — Patrick De Haan (@GasBuddyGuy) June 15, 2026 The US keeps …
by Michael Well, that ceasefire certainly didn’t last long. As you will see below, there was extensive fighting in Lebanon on Monday. Those that believed that the “memorandum of understanding” would somehow magically bring peace to the Middle East have already been proven wrong. In many ways, it is starting to look a lot like …
via schiffsovereign Every spring, the US government performs one of its rare acts of radical honesty: the Social Security Board of Trustees publishes an annual report stating, in plain language, exactly when the program will run out of money. It arrives without a press conference and with barely any news coverage — just a few …
Basically Oracle is going to use private data of customers to have AI do targeted marketing campaigns to sell more product AC
