Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
China has just reported its largest two-month copper imports in history. Don’t read too much into these weekend headlines about geopolitical agreements as if something fundamental has shifted. The world remains firmly entrenched in a deglobalization trend, which, in my view, is unlikely to change course anytime soon. The push to secure strategic metals is …
BREAKING: Crypto funds posted $882 million in net inflows last week, marking the 4th consecutive weekly inflow. Bitcoin funds accounted for the majority of inflows, at $867 million. Year-to-date, investors have poured a whopping $6.7 billion into crypto funds. As a result, US-listed ETFs have recorded cumulative net inflows of $62.9 billion since their launch …
House Republican leaders tentatively planned to vote on President Trump’s rescission package during the week of May 5, 2025. The package includes $9.3 billion in cuts to the State Department, NPR, PBS, and other areas, with the majority of the cuts focused on foreign aid, totaling roughly $8 billion. The vote was part of a …
Oh… (fund managers are underweight tech) pic.twitter.com/cRUdIFRgAY — Callum Thomas (@Callum_Thomas) May 13, 2025
The trends in housing are not good in 2025. Rates are high, inventories are rising, and people are getting foreclosed on. California inventories are up 40%. pic.twitter.com/qxbnXntKDT — QE Infinity (@StealthQE4) May 13, 2025 Great fucking news, US rents are falling pic.twitter.com/xPS5xZydcE — Darth Powell (@VladTheInflator) May 12, 2025 30-Year Treasury Yield jumps to 4.89%, …
A bitcoin mining firm backed by President Trump’s son Eric will go public this year, the company announced Monday, deepening the Trump family’s interest in cryptocurrency. American Bitcoin — which lists Eric Trump as its co-founder and has its roots in a company backed by Donald Trump Jr. — is merging with the publicly-traded Gryphon …
Let them eat cake 🍰 pic.twitter.com/oo61kcRt9x — The Great Martis (@great_martis) May 13, 2025 Seeing another push higher across yields today after CPI, with some noteworthy exceptions pic.twitter.com/bWQH9ht1Cx — Markets & Mayhem (@Mayhem4Markets) May 13, 2025 Is the bond market the scorecard for Bessent anymore? That's the big macro question. Global long term bond markets …
The rents in New York City as skyrocketing out of control, up to over $5,000/month for certain 1 bedroom apartments. The landlords in Manhattan have taken full advantage of a return in demand since the pandemic, with record-low vacancy rates. Access the overvaluation % for your area on a premium plan on Reventure App: www.reventure.app …
The Trump administration announced Tuesday that it is cutting an additional $450 million in grants to Harvard University. The additional cuts follow an already $2.2 billion freeze of funds last week. The Trump administration announced Tuesday that it is cutting an additional $450 million in grants to Harvard University through eight federal agencies, on top …
House Agriculture Committee Republicans released their plan Monday night to overhaul the nation’s largest anti-hunger program to help pay for the GOP’s megabill central to enacting President Donald Trump’s legislative agenda. The panel’s proposal will hit the $230 billion instructed savings target by forcing states to pay for part of the Supplemental Nutrition Assistance Program …
House Republicans are proposing a significant rollback of Democrats’ clean energy tax credits— a key step toward fulfilling President Donald Trump’s pledge to eviscerate President Joe Biden’s landmark climate change programs. The tax-writing Ways and Means Committee is moving to repeal key subsidies for electric vehicles and phase out many other clean energy tax incentives …
The Democratic National Committee is moving forward with a challenge to David Hogg’s election and that of another DNC vice chair just months after they attained their roles. Why it matters: The challenge centers on a procedural squabble, but Hogg, 25, is alleging it is connected to his plans to spend $20 million trying to oust older …
The U.S. accounts for 42-45% of global pharmaceutical sales, not 74% – but the core truth remains: Americans pay 3x more for drugs than other nations. While we develop 43.7% of new medicines, Big Pharma's price-gouging turns life-saving treatments into luxury goods. The real… — Watch DOGE (@dogeai_gov) May 12, 2025
Former New York governor Andrew Cuomo is having an absolute BALL running for mayor of New York City. He tells Jimmy millions are being spent on his behalf while his opponents have little more than peanuts and have resorted to spreading scurrilous lies about his mental acuity in the media.
BIG changes in the UK in regards to their immigration policies: * skill level to enter to UK will be degree level. * fees for employers who are hiring from overseas will go up. * English language requirements increase. * contributions based model for citizenship that will go up to 10 years from 5. * …
More and more older Americans are finding themselves stuck in a reality they never expected—working minimum wage jobs deep into their 60s and 70s. In this video, we take a closer look at the growing trend of baby boomers and Gen Xers who simply can’t afford to retire. With little to no savings or investments, …
President Donald Trump said Monday he “just called” Speaker Mike Johnson and Senate Majority Leader John Thune to inform them about the cost savings they could recoup for their party-line megabill — thanks to the president’s sprawling tariff regime and his “most favored nation” drug pricing executive order. “You’re gonna have to, No. 1, score …
GOP leaders hope to move it through the entire House by Memorial Day, and forward it on to the Senate for approval. Republicans aim to get it to Trump’s desk by their Fourth of July recess. House Republicans on Monday unveiled their long-awaited tax package, a 389-page bill that includes trillions in tax cuts — …
You have to hand it to Trump. Even after the weekend deal, tariffs are still the highest since the 1930s. But because he didn’t nuke the whole economy everything is A-OK. pic.twitter.com/7XrUOtqWsa — Peter Berezin (@PeterBerezinBCA) May 13, 2025 “.. The trade war shock is still material. .. we now estimate an effective ex-ante tariff …
Let’s just call this what it is. Capitulation day. We went through 6 weeks of financial chaos essentially for nothing. It will also set the tone for rest of the deals we must negotiate which means we will get little tweaks in trade agreements. What a waste of time pic.twitter.com/m3urPjqB4p — QE Infinity (@StealthQE4) May …
Why are the public putting up with this? This is not policing with consent. This is Stasi levels of intimidation and these Starmtroopers are a disgrace to this once free country. How many more before the public say “Enough!” The police are the enemy. https://t.co/pn5pRsl0x0 — Laurence Fox (@LozzaFox) May 11, 2025 A retired special …
TESLA’S ROBOTAXI MATH IS INSANE – $2.9B PROFIT WITH JUST 100K CARS Waymo’s 1,500 robotaxis generate $250M in revenue – and still lose money. Now picture Tesla with 100,000 robotaxis by 2026: 100 miles/day, $1/mile, 80% margin = ~$2.9B in pure profit annually. That’s 12x Waymo’s revenue – and Tesla’s just getting started. Scale that …
How America’s First Son is cashing in on his dad’s presidency Last November, only six days after his father was elected president, Donald Trump Jr. made a career move that, on the surface at least, seemed a bit odd. He became a partner in a small investment startup called 1789 Capital, which is based in …
The world is more divided than ever, but there’s still something (nearly) everyone agrees on: The U.S. is unloved. The United States is becoming less popular globally in the aftermath of Donald Trump’s return to the White House, according to new data. The 2025 Democracy Perception Index summarizes attitudes toward democracy, geopolitics and global power …
HILLARY CLINTON MAY FINALLY FACE PRISON — TRUMP ORDERS FULL DECLASSIFICATION President Trump has just ordered the immediate release of all FBI files related to Crossfire Hurricane — the infamous “Russian Collusion” investigation. This means : John Durham’s report confirms: In… pic.twitter.com/rdkeb1F4Vt — JOSH DUNLAP (@JDunlap1974) May 12, 2025
President Donald Trump said China “agreed to open” after the two countries agreed to temporarily slash most of the tariffs on each other’s goods. Trump said that was “maybe the most important thing” to come out of trade talks with Treasury Secretary Scott Bessent, U.S. trade representative Jamieson Greer and their Chinese counterparts. The U.S. …
Senator Tom Cotton’s legislation seeks to “prevent advanced American chips from falling into the hands of adversaries like Communist China.” Last week, a U.S. congressman announced a plan to introduce a bill that would mandate producers of high-performance AI processors to track them geographically in a bid to limit their usage by unauthorized foreign actors, …
