Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
G20 GDP per capita in 2025 (Adjusted for Inflation & Purchasing Power Parity) byu/Econorama inEconomyCharts “A few economic points that stood out: Saudi Arabia’s position: When adjusting for local costs and purchasing power (PPP), Saudi Arabia climbs right behind the US, overtaking all European G20 nations. The European Cluster: EU countries are remarkably close to each other, …
TradingView or Investing.com Russian 10-year government bond yield chart (real-time and historical data showing recent spike to 16.5% range): https://www.investing.com/rates-bonds/russia-10-year-bond-yield h/t DumbMoneyMedia
🇺🇸 Nearly 1 MILLION Trump supporters lost $3.81 BILLION on $TRUMP memecoin According to Nansen, 988,905 wallets are down, roughly 2 out of every 3 buyers. The coin is down 97% from its $75 peak, now ~$1.76. Meanwhile, President Trump personally pocketed $636 million from the… pic.twitter.com/sxE8MSLF82 — Mario Nawfal (@MarioNawfal) July 5, 2026 $TRUMP …
OPEC+ has agreed to a further increase in output targets from August, the group said in a statement on Sunday, adding to global supply at a time when oil prices are falling amid the gradual reopening of the Strait of Hormuz for oil exports. The oil-producing group agreed during an online meeting to increase quotas …
The United States real estate market is about to erase all gains from the Covid era. Those that bought in this time during unprecedented artificially inflated prices are going to get destroyed. Bookmark it. https://t.co/pTNSFVpRGK — Eric Spracklen 🇺🇸 (@EricSpracklen) July 5, 2026 Peoples Bank of China managed to deflate a massive, leveraged 20 year …
I keep seeing people focus on one chart. The problem is there are now several of them pointing in the same direction. US margin debt just hit $1.4 trillion, equal to 6.2 percent of M2 money supply, almost matching the 6.3 percent peak reached during the Dot Com bubble. Semiconductor stocks relative to M2 are …
1 percent rise in illegal workers linked to 2.2 percent higher home prices and 1.4 percent higher rents. Housing supply failed to keep up creating pure demand shock. Employment rose but average wages showed little change. Democrats flooded country with millions knowing removal would be weak. Republicans won House Senate and White House on mass …
This is starting to feel familiar. US tech companies have now committed a record $850 billion in future data center leases for AI, up 204 percent from a year ago. Oracle alone accounts for about $250 billion. Meta added $79 billion. Microsoft added $41 billion. That is an enormous amount of money being committed before …
Full-time jobs fell 514000 in June. Now at 133.66 million. Lowest level since December 2024. This marks third consecutive monthly drop. Total decline hits 1.01 million. Official summary: https://www.bls.gov/news.release/empsit.nr0.htm Full PDF report: https://www.bls.gov/news.release/pdf/empsit.pdf
Interesting question going into Monday. A WallStreetBets post points to a pattern where money keeps rotating between AI hardware and enterprise software instead of leaving the sector completely. One week chips and memory stocks get dumped over overcapacity fears. Next week software becomes the safe trade. Then money swings back again. Last Friday was a …
Michael Burry says the AI story is just mass addiction with no real substance. He is short big AI names like PLTR, NVDA and MU plus the semiconductor ETF. He holds longs in names like LULU, PFE and others outside the AI frenzy. Hyperscalers spending huge on AI but seeing little return while chip makers …
Central bank policies create hidden losses and distortions that favor elites over regular people. Paying high interest on reserves while holding long bonds flips normal central bank profits into losses. This keeps government borrowing cheap but builds bigger problems for the future. A former World Bank president warns that the Federal Reserve has lost over …
I couldn't have said it better. Wall Street got bailed out in 2008. Main Street got bailed out in 2019. The difference is one of us can and has implemented a revolution. 🎯 — Amor Avhad (@glass_it) July 4, 2026
Trump: We can't take care of daycare. We're fighting wars. It's not possible for us to take care of daycare, Medicaid, Medicare, all these things. pic.twitter.com/gAxsu4TQ1r — The Intellectualist (@highbrow_nobrow) July 4, 2026
The US goods trade deficit widened by -$22.8 billion, or -27%, in May, to -$105.8 billion, the largest since March 2025. This marks the largest monthly increase since November 2025. US goods exports fell -$11.8 billion, or -5%, to $207.7 billion, the lowest since February, driven by a sharp decline in industrial supplies, particularly energy …
Precious metals investors saw their holdings skyrocket in value in 2024 and 2025, which was great news for them, but bad news for some dealers, such as Rosland Capital LLC. Rosland Capital filed for a Chapter 11 liquidation facing distress from declining profitability compounded by an unsustainable order fulfillment model amid record precious metals prices. …
Up until now, when it comes to real estate, Blackstone was best known in recent years for dumping many of its trophy office properties – which in the aftermath of work from home never recovered their projected cash flow potential – at a huge discount. Now, it may be pulling a page from its old, …
Something bigger may be developing behind the scenes. Trump and Vladimir Putin reportedly spoke for about 85 to 90 minutes on July 4 in what the Kremlin described as a businesslike and highly constructive conversation. According to the Kremlin, Trump reiterated his willingness to help bring about the earliest possible end to the war in …
The private credit bust is now starting to spread into AI and the AI buildout which up to now has been mostly financed by these shadow banks. The reason for it spreading is simple – the run on the shadow banks hasn’t abated at all, with our favorite sad bird the latest to disclose laughably …
High European taxes deliver slower care and lower take-home pay in practice. US model rewards productivity and innovation with better personal finances. Europe risks falling behind if it sticks with heavy regulation and welfare focus. Europe faces energy and growth struggles while US pushes AI and deregulation. Americans don’t dream about moving to Europe to …
Timing of big buys right before market moving policy looks too perfect. Late disclosure and family gains show power used for personal profit. Public sees pattern of advantage that normal rules ignore for him. Family tied to major deals like Kazakhstan tungsten. Crypto ventures hit billions. More disclosures fuel fresh outrage on 250th anniversary weekend. …
POTUS: "There’s no reason we should stop at 4%. We should be at 12% and 13% GDP… That’s how we built the country." pic.twitter.com/VNwmww8L8A — Trumpusa1 (@Trumpusa1A1) July 3, 2026 57,000 new jobs ain’t gonna cut it: BREAKING: The US economy adds 57,000 jobs in June, well below expectations of 114,000. The unemployment rate fell …
When will the central banks start to cut interest-rates? This week the world’s major central bankers arrived in Sintra to take advantage of the generous hospitality provided by the European Central Bank or ECB. The first thing we learned was that the long-running plan to boost each others pension pots never runs out of steam. …
Micron stock dropped 13 percent in one day. Market value lost in that move was $138 billion. Intel fell 9 percent and AMD fell 7 percent. VanEck chip ETF dropped 5 percent after big Q2 gains. Reports say SK Hynix is slowing down memory chip growth. Investors are scared that AI spending is not bringing …
President Trump is poised to pardon a slate of people convicted of emissions and clean air-related violations, and is still discussing other potential acts of clemency, including for Sean “Diddy” Combs or several other well-known figures, according to sources familiar with his plans. The president was scheduled to have a meeting Friday afternoon on the …
Key takeaways Satellite Deployment: Amazon has launched over 390 satellites, enough to start initial service of its Leo broadband network, with more satellites planned to expand coverage and capacity. Competition with Starlink: Amazon aims to rival SpaceX Starlink, which already serves 12 million customers with over 10,000 satellites, though Amazon’s launch pace is currently slower. …
For millions of Americans, rising egg prices became one of the most visible signs of inflation during the bird flu outbreak. Grocery bills climbed, restaurants added egg surcharges, and consumers were repeatedly told that the shortage was being driven by avian influenza. According to the Justice Department complaint, however, investigators believe the market was influenced …
Heat waves always strain old power grids in big cities. High demand causes problems no matter who is mayor. Asking people to raise thermostats is basic conservation step but feels tone deaf when temps hit triple digits. Real fix needs better grid upgrades and more power supply not just telling residents to sweat more. BREAKING: …
