Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
via notayesmanseconomics There has been one clear notable feature of the financial world this week and it has been this. The Japanese currency weakened to 162.83 against the dollar on Tuesday, its lowest level in 40 years, according to LSEG data. The drop has revived speculation that authorities could reenter the market after spending a …
Government now pushes whole generation straight into stock market with no other choice. Corporate money like Micron creates loop where donations help buy shares in companies like itself. If market does well kids start ahead. If bubble pops their first money takes the hit. 👀 pic.twitter.com/XkW6YPNupI — Shanaka Anslem Perera ⚡ (@shanaka86) July 1, 2026
“There are two ways to enslave a country. One is by the sword. The other is by debt.” – John Adams byu/Boo_Randy_Revival ineconomy “Compound interest on debt was the banker’s greatest invention, to capture, and enslave, a productive society.”
This wasn’t a Republican beating a Democrat. It was the left moving further left. Melat Kiros defeated 15 term Representative Diana DeGette in Colorado’s 1st Congressional District 51% to 42%, ending the career of one of the House’s longest-serving progressive Democrats. That’s what makes this race so interesting. DeGette wasn’t a centrist. She was a …
by Michael The crisis in the Strait of Hormuz is not even close to being resolved, and global oil supplies continue to get tighter and tighter. The world has been running an “oil deficit” for months, and we have been able to do that by running down commercial oil inventories and strategic national reserves. There …
Something changed this week. First came reports that OpenAI is in early discussions about giving the U.S. government a 5% equity stake, which could be worth roughly $42 billion based on the company’s latest valuation. According to reports, the idea is to let the public share in AI’s upside while strengthening ties between America’s biggest …
Short term fixes like this often stick around longer than planned. New York City to suspend evictions for two days due to heat dome https://t.co/t8uTiUUD4I — Washington Examiner (@dcexaminer) July 1, 2026 New York City is suspending eviction enforcement for two days as the city prepares for an intense heat wave. A memo from the …
These videos catch the real trouble coming that could hurt stocks bad. Keep eye on Fed moves and next numbers in coming weeks. The labor market just broke. S&P Global reports the manufacturing sector saw its sharpest drop in employment since May 2020—indicating we are heading right into a stagflationary recession. Office CMBS delinquency rate …
Big GDP downgrade shows growth slowing faster than expected. Market may price in more Fed rate cuts soon. This adds fuel to recession fears even if not full crash. Atlanta Fed slashes Q2 GDP growth forecast from 3 percent to 1.2 percent. Source: https://www.atlantafed.org/research-and-data/data/gdpnow
Source: https://x.com/Barchart/status/2072393208235974912/photo/1 Tapped-out consumers in our “booming economy” can’t even afford Wal-Mart, yet the Fed’s Ponzi markets are near their all-time highs. One of these things is not like the other. h/t Boo_Randy_Revival
The GOP are losing their minds over spreading "socialism", which means there will be NO bailout for the wealthy when the AI bubble explodes. byu/Boo_Randy_Revival ineconomy
Remember when every Big Tech CEO was racing to buy as many AI chips as possible? Now we’re seeing what happens after the shopping spree. Meta spent tens of billions of dollars building AI infrastructure, buying GPUs, and expanding data centers at a pace few companies have ever attempted. The goal was obvious. Don’t get …
Average days on market reached 142 for all home types. This is up sharply from around 119 days last year. Buyers now have more power with longer selling times. Inventory is rising and bidding wars are fewer in many segments. Sellers who overprice will sit even longer while smart ones adjust fast. https://www.redfin.com/city/11467/FL/Miami-Beach/housing-market
They thought these loans would be forgiven, so they all made the minimum payments while Biden was in office Now she's accrued over $140k in interest Student loans are non bankrupt-able, and the lender will garnish her wages and tax returns for the rest of her life🤡 — NVIDIA INVESTOR (@NVDA_Investor) July 1, 2026 I …
The numbers are real. But they also need context. A 2025 Gallup poll found 39% of Americans view socialism favorably, while 54% have a positive view of capitalism. The bigger story isn’t the national average. It’s who is driving the change. Among Democrats, support for socialism has climbed to 66%, while only 42% view capitalism …
Michael Burry said Tuesday he has placed a bearish wager against Caterpillar , believing the construction-equipment maker has become one of the market’s most overvalued beneficiaries of the artificial intelligence investment boom. The famed investor said he shorted Caterpillar shares at $1,060.98, alongside new bearish positions in Nvidia , Applied Materials , Tesla and the …
Why would you say it aloud on television, you'd think the system would conceal certain motives until the objective is complete — Plato's Cave (@Southerntwig) July 1, 2026 So back to war on Friday. Then start negotiations again on Sunday night before futures open up 😃 Meanwhile the SPR gets drained 🤦♂️ https://t.co/PE8DojbLnp — QE …
Global reserves continue to drop. Operational bottoms this Fall. 🚢Hormuz Vessel Crossing Update: Recovery Stalls at 19 — Tankers 10, Dry Cargo 9 Commercial vessel crossings through the Strait of Hormuz have slipped to 19 over the latest 24-hour rolling window — 10 tankers and 9 dry cargo ships — down from 24 yesterday and …
The Trump administration has approved the use of cancer-linked pesticides diflufenican and epyrifenacil, both PFAS forever chemicals. Neither pesticide has ever been used in the United States before. pic.twitter.com/F1S82Prbua — FactPost (@factpostnews) June 30, 2026 Diflufenican and epyrifenacil approved for corn, soybeans and other crops. Both classified as PFAS forever chemicals or break down into …
State gas tax jumps from 61.2 cents to 63.4 cents per gallon. Diesel tax rises from 46.6 cents to 48.2 cents per gallon. This is automatic annual adjustment for road repairs approved by voters. California already has the highest gas tax in the nation. Increase hits just before busy Fourth of July travel weekend. Automatic …
Judges in Massachusetts and DC struck down PSLF restrictions targeting employers with substantial illegal purpose. Rule would have blocked forgiveness for public service workers at certain nonprofits including immigration and transgender advocacy groups. New rules cap Parent PLUS loans at 20k per year and 65k total per student. Graduate and professional degree borrowing limits also …
Something feels different this time. It’s not just one hedge fund calling a top. Multiple warning signs are showing up at once. Goldman Sachs is rotating money out of crowded AI and mega-cap tech trades and into software, energy, and pharmaceutical stocks. Goldman Sachs is selling AI and tech stocks. And they are diversifying into …
Real person followed by a robot followed by a real person followed by a robot. Extremely gay and deceptive marketing. The robot looks terrible. https://x.com/ViralRushX/status/2072158807598264693 https://x.com/sz_mediagroup/status/2071964152659116200 AC
The numbers are in from the Trump financial sideshows now, and they’re a whole lot bigger than the numbers for his national fair, which don’t stand so grand. by David Haggith No headlines are as twisted and amusing to talk about today as those that cover Trump family business ventures and the “Trump State Fair,” …
Cookout for 10 people now costs 73.82 dollars according to Farm Bureau survey. Price up 2.90 dollars or 4 percent from last year. Ground beef pork chops chicken and some sides drove the increase. Per person cost reaches 7.38 dollars the highest ever in the survey. Inflation explains most of the rise with food prices …
Senate in standoff over fiscal transparency and emergency spending. TRUE Accountability Act aims to force agencies to create internal control plans for disasters and crises. Committee demands better accounting on disaster relief funds. Agency wide audits now under heavy scrutiny. Stalling tactics block key budget votes. Transparency becomes big fight against old spending habits. Secret …
Private payrolls grew by only 98k jobs in June according to ADP report. Economists had expected closer to 118k jobs. One retail giant cuts 15k staff to protect margins amid sluggish hiring. Planned layoffs dropped but overall job market stays weak. Unemployment rate holds steady at 4.3 percent for now. Job market is cooling faster …
The internet feels invisible until it stops working. That’s exactly what Singapore is trying to prevent. After recent tech and power disruptions exposed how fragile critical digital infrastructure can be, the government released a public consultation paper today for a new Digital Infrastructure Bill. The message is simple. Keeping data centers online is no longer …
President owning specific company stocks while making decisions that hit those companies is a bad look for trust. Vance way of just holding the whole market feels cleaner and less personal gain from daily news. JD is the responsible one here, He's doing it right by just owning the market overall as a representative of …
by Michael We all knew that this would be coming. In 2026, the rate of AI-related layoffs has greatly accelerated, and that means that large numbers of good paying jobs are suddenly disappearing from the economy. This is occurring when we are already facing one major crisis after another, and so the timing could not be …