Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
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
Bank of Japan policymakers started a two-day meeting today. They are expected to hike rates from 0.75 percent to 1.0 percent. Governor Kazuo Ueda is missing the session due to a medical condition. Inflation risks from high oil prices forced their hand. It would be the first rate increase since December. The Nikkei index already …
🇮🇷🇺🇸 Iran’s Supreme National Security Council statement: "The Islamic Republic of Iran, under the leadership of its martyred leader, has completed its success over the American-Zionist enemy" War and military operations on all fronts, including Lebanon, end immediately and… https://t.co/kB98UI0d6I pic.twitter.com/nOR1Ab9jcB — Mario Nawfal (@MarioNawfal) June 14, 2026 Netanyahu made a catastrophic strategic error in …
Empire State index dropping to 5.7. Growth momentum stalling. Factory orders cooling. Industrial supply chain problems getting bigger. Weekly work hours shrinking. Companies cutting production. Corporate profits hitting records. Average worker money buying less. Yield curve steepening dangerously. Recession conditions building. Hiring plans vanishing. Labor market hitting dead end. Official data hiding reality. Disconnect reaching …
🇷🇺🇺🇦 Kyiv Mayor Klitschko: Fires reported in almost all city districts. Russia’s latest missile and drone barrage has set Kyiv ablaze across the capital. Source: DD Geopolitics on Telegram / Writer: Oliver https://t.co/iiA9xHFfje pic.twitter.com/Jdl4VR1OWv — Mario Nawfal (@MarioNawfal) June 15, 2026 Ukrainian reporting tied to today’s strike says Russia launched approximately 70 missiles and 611 …
JUST IN: Israel says it "does not" take orders from US — Kalshi (@Kalshi) June 15, 2026 JUST IN: 🇮🇱🇺🇸Netanyahu: Sometimes, I do not agree with Trump. Therefore, Israel will do whatever it takes to maintain its own security. pic.twitter.com/G1ZPc4v0Da — Megatron (@Megatron_ron) June 15, 2026 JUST IN: Iran says it will charge fees for …
Yeah…. this is so stupid. $1M starter homes is just insane. What are we even doing? Regardless of area — port.gas (@portgas1nvests) June 15, 2026 SEATTLE, June 15, 2026 – The bar for entry-level homeownership has never been higher. While the typical starter home nationwide is worth $198,649, a record 242 cities now have starter …
June @NAHBhome builder sentiment fell to 35 vs. 37 est. & 37 in prior month pic.twitter.com/iMUxDT62S9 — Liz Ann Sonders (@LizAnnSonders) June 15, 2026 Builder confidence in the market for newly built single-family homes fell two points to 35 in June. Here are the readings for the three HMI indices in June: Current sales conditions …
Smart money preparing to exit. Wall Street to all hedge funds: It's time to get out. pic.twitter.com/QXR89tgNwZ — Mac10 (@SuburbanDrone) June 15, 2026 Semiconductor Index ($SOX) Long Cycles The three dominant long swing cycles have turned down. I do not want to be long $SOX. pic.twitter.com/CrxBlXiilq — BraVoCycles Newsletter (@BraVoCycles) June 14, 2026 The banks …
AI cash loop running dry fast Oracle already deep negative on free cash flow The hype machine needs fresh debt to keep spinning 🚨 BREAKING #NVIDIA TAKING ON $20 BILLION…. BECAUSE DEMAND'S INSANE? TELL ME YOUR BOOKS ARE CROOKED WITHOUT ACTUALLY SAYING IT ANOTHER #AI Ponzi company burned through all its cash and taking on …
Market price climb 34% this month despite massive share dilution and erratic energy cost Company report show $150 million in new debt for data center hardware purchase Institutional holder dump 12 million share since January while retail buyer FOMO trigger rally Mining margin shrink fast due to high hash rate difficulty and rising electricity fee …
via notayesmanseconomics The better news from the Middle East and the consequent fall in the price of oil ( Brent Crude is a further US $4 dollar this morning) will have the ECB with rather itchy shirt collars this morning. That is because on Thursday they announced this. The Governing Council is committed to setting …
An Iranian hacker group is claiming it infiltrated water systems serving several California cities in an apparent act of retaliation against the United States — though cybersecurity experts are casting doubt on whether the hackers can actually do any damage. The group, known as Handala, alleged Thursday that it breached systems tied to Bakersfield, Visalia …
Reality hitting late buyers hard with no mercy. JUST IN: ACROSS ALL ACTIVE US HOUSING LISTINGS AS OF THIS MORNING, 1 IN 5 SELLERS WHO BOUGHT IN 2022-23 IS NOW ASKING LESS THAN THEY PAID byu/Boo_Randy_Revival inHouseBuyers “The home buying class of 2022 bought at or near the top of the housing market. Today, 19% …
Guy leaves iPad open mid-pitch showing the exact “drop to floor” page Pretends to call manager while clicking through the act The salesman selling me windows left his iPad open while he "talked to his boss". byu/grumpallnight inmildlyinfuriating
Windows Latest report confirm new Outlook architecture consume 4x more RAM than Classic version while idling Notification system suffer 10 second delay because app must wake from suspended web state Forced migration deadline shift to 2027 because even Microsoft know software stay broken WebView2 container technology introduce unnecessary overhead that destroy instant message load Enterprise …
6.2 million Americans want a job but aren’t counted They stopped looking so they vanish from the stats Long-term unemployed keeps climbing while the headline rate sits still 6.2 MILLION AMERICANS WANT JOBS. NONE OF THEM ARE "UNEMPLOYED." The unemployment rate held at 4.3% in May. To be counted in it, you have to be …
Congress passed 133 broadband programs. Its Big Idea Is a 134th. There are things that a free market will never do, and it’s usually for very good reasons. Running fiber-optic cable down a twelve-mile dirt road costs a fortune, and the handful of households scattered along that road will never pay enough in monthly bills …
Single workers in bottom 50% earn gross income between $30,000 and $45,000 yearly Net take home pay after all tax and insurance is only $23,000 to $35,000 annually Monthly net income for these individual worker range from $1,900 to $2,900 Roughly 40% of daily effort go toward paying tax and fee before earning for family …
US active rig count sits at 562 and shows no year over year growth Global inventories face record drawdown and leave market with minimal supply buffer Iran agreement contain multi month negotiation phase that delay return of shipping traffic Pricing signal that drive new production remain muzzled by policy and risk Supply chain disruption force …
NYT report detail new White House plan to use private bank loans to pay for high medical bills System works by letting insurance companies partner with lenders to offer loans for unpaid claims This move create long term debt cycle for household similar to student loan model Health costs rose 12% in 2026 while wages …
CBS: The Iranians are saying they're gonna have access to a $300 billion reconstruction fund. True or false? JD VANCE: That's the sort of things they could have access to so long as they honor their end of the obligation pic.twitter.com/30Ip8CGItn — Aaron Rupar (@atrupar) June 15, 2026 🇺🇸🇮🇷⚡️– Iran’s Foreign Ministry Spokesman, Ismael Baqaei: …
Classic late-stage bubble behavior in full swing Moving from P/E to forward P/E wasn't enough bulls have now moved on to just guessing what revenue might be years from now to justify why current prices are not overvalued not a bubble though https://t.co/zDfr2igwOC — daz (@MetamateDaz) June 15, 2026 Bull markets typically end with good …
Home sales hit 4.17 million in May matching lows not seen since 2008 Median sales prices remain stagnant at 429,000 despite zero buyer interest Housing ☠️💀 https://t.co/qt3Et80DcG — QE Infinity (@StealthQE4) June 15, 2026 The 3 percent monthly sales surge is purely noise and ignores 4 years of decline Luxury transactions over 1 million spiked …
Gov will force total ban on social media for under 16 with mandatory face scan check New rule put night curfew and scroll limit on 16 and 17 year old even though they get right to vote now 🚨 NEW: Keir Starmer will introduce nightly social media curfews for 16 and 17-year-olds as part of …
The 2 percent futures bump ignores the lack of binding enforcement mechanisms Iran secured maritime service fees that essentially formalize a permanent transit toll The blockade removal is conditional on a ceremony that has yet to be scheduled Oil prices dropped 5 percent but underlying inventory levels remain at 45 year lows Market participants are …
Hyperscalers are projected to burn 1.4 trillion in capex annually by year end That represents an 89 percent increase in spending from current levels Median AI infrastructure stock P/E ratios have hit 26x the highest since ChatGPT launch Hyperscalers are currently allocating 100 percent of cash flows from operations to capex Q1 2026 capex hit …
Microsoft hit 148 billion in annual capex largely to feed the AI furnace Cloud revenue growth is slowing to 11 percent while data center costs jump 42 percent They are paying 3 dollars for every 1 dollar of inference revenue generated Server depreciation is accelerating as hardware lifecycles shrink from 5 years to 2 Windows …
Stanford grads walk out of their commencement when Google CEO Sundar Pichai takes the stage byu/vector_search_blue inPublicFreakout Why would Stanford even have this guy as a speaker? Did they not clue in after Eric Schmidt, the former CEO of Google was booed and heckled last month in Arizona. h/t Ritaredditonce