Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
Florida legislature passed bill to increase homestead exemption to 250,000 dollars. This removes property taxes on first 250,000 dollars of assessed value for primary residences. Measure goes to voters in November and needs 60 percent yes vote to pass. Higher value homes and non primary properties still pay taxes. Called one of biggest homeowner tax …
Crowded long positions in tech + rising bond yields is a classic warning sign of potential volatility. Record leveraged ETF money shows retail is still very bullish and using max leverage. Extra liquidity from M2 is the main fuel keeping stocks elevated despite warnings. CITI WARNS OF GROWING BEARISH PRESSURE ON NASDAQ Citi says bearish …
by Michael We have witnessed crazy summer weather in the United States before, but this year has been just bonkers. There was snow at the end of June, high winds just shredded a wind farm in South Dakota, there have never been more tornadoes in Illinois, the western half of the country is being plagued …
AI capital expenditures has now hit an astounding 8% of GDP! This surpasses every single bubble in history. With most of this buildout funded through private credit & demand driven by circular financing, it's unclear what the consequences will be when the bubble finally pops. pic.twitter.com/M8DkJvCNjK — Financelot (@FinanceLancelot) June 30, 2026 BOFA: HEDGE THE …
US housing inventory growth is accelerating: The monthly supply of new single-family homes rose +1.0 month in May, to 10.3 months, the highest since February 2009. byu/Boo_Randy_Revival inHouseBuyers US Home Prices Drop For 3rd Straight Month byu/Boo_Randy_Revival inHouseBuyers Rising inventory is first sign that high prices and rates are finally breaking seller power. Three straight …
Prices hit lowest point in at least two decades. Price-to-income ratio stuck at very high 21. In Shanghai second-hand homes around 8,000 USD per square meter. Big cities like Beijing saw prices drop sharply from 2018 peaks. 70-80% of Chinese household wealth tied to property. Estimated $18 trillion in wealth destroyed. High homeownership rate over …
Overall Consumer Confidence Index up 0.6 points to 91.2. Present Situation Index down 3.0 points to 116.4. Expectations Index up 3.0 points to 74.4. Data from Conference Board survey released today. Expectations still low and below key recession threshold. Slight improvement but mixed signals on current vs future views. Oil price relief mentioned as one …
Cybercab with no steering wheel or pedals driving around Austin pic.twitter.com/Oo7uPoOjhp — Elon Musk (@elonmusk) June 30, 2026 Cybercab will change the look of the road. Millions on the road, driving safer than humans and saving lives. pic.twitter.com/gjTrOggZfg — Tesla Owners Silicon Valley (@teslaownersSV) June 30, 2026 TESLA Cybercabs: Houston, TX, 6-27-2026 78 Cybercabs counted …
Something about the AI race keeps bothering me. Every earnings season, the spending gets bigger. The timeline for earning it back stays fuzzy. Microsoft, Meta, Amazon, and Google are pouring hundreds of billions of dollars into AI infrastructure, building data centers, buying GPUs, expanding power capacity, and upgrading networks at a pace the industry has …
This rule was supposed to change healthcare. It didn’t. Back in January 2021, the Hospital Price Transparency Rule went into effect. The idea was simple: Hospitals had to show their prices upfront. That included negotiated insurance rates, cash prices, and costs for common “shoppable” services before patients received care. Sounds obvious. So why are people …
Something unusual is happening in Japan. The yen just hit a 40 year low and Japan may need another $100 billion to fight back Japan is running into a problem money alone cannot easily fix. The USD/JPY pushed above 162.66, sending the yen to its weakest level since 1986. Japanese Yen just broke! 🚨 It …
This is the uncomfortable question people are starting to ask. Trump is facing a familiar political problem. If his party controls everything, voters can blame him for everything. The economy slows? Energy prices rise? Inflation stays painful? The White House owns the results. But if the opposition takes control of Congress, the political game changes. …
Trump’s first quarter stock purchase disclosure highlights his breathtaking levels of corruption. byu/Snapdragon_4U ininflation
Income by Race in America byu/charliehu1226 inEconomyCharts White non-Hispanic next in line. Hispanic households lower than White. Black households lowest among main groups. Chart from recent US data. Differences stay consistent over years. Factors like education, family structure, and location play role. Asians often include high-earning subgroups like Indian Americans.
One of the biggest winners in the AI boom isn’t an AI company. It’s memory. Every new AI data center needs enormous amounts of high-performance server RAM, and manufacturers are pouring more production into supplying those customers because that’s where the profits are. That has real consequences outside the AI industry. Gamers, PC builders, and …
This tip is so simple that it’s easy to dismiss. Most people try to quit a bad habit by telling themselves, “Don’t do it.” That works… until it doesn’t. A popular Reddit post suggests a different approach. Instead of fighting the urge, change the last physical action your hands make. If your habit is grabbing …
The obesity drug market is booming. But the stock market is treating these two companies very differently. Eli Lilly is now worth roughly $1.08 trillion. Novo Nordisk sits around $199 billion. That’s an $881 billion gap between two companies leading one of the fastest-growing drug markets in history. The obvious question is why. Eli Lilly …
“T‑Mobile will never change the price you pay for your T‑Mobile ONE plan.” That was the promise. The Un-contract. The whole reason millions of customers picked the magenta team over Verizon and AT&T in the first place. Now T-Mobile is retiring legacy 3G and 4G-era plans — Magenta, ONE, Simple Choice — and automatically moving …
Trump just opened the door to cheaper car repairs with a new “Freedom to Fix” fight This one is about something almost every driver understands. A repair bill. On June 29, 2026, President Trump signed a presidential memorandum called “Lowering the Cost of Living by Promoting the Freedom to Fix.” The order directs the EPA …
Office CMBS delinquency rate hit 12.3-12.34% in early 2026, new all-time high. This beats previous 2008 GFC peak of around 10.7%. Rate surged from roughly 1.6% in mid-2022, more than 7x increase in under 4 years. Downtown offices suffer most due to hybrid work and high vacancies around 20%. Many loans from low-rate pandemic era …
The market is still climbing. But underneath the surface, multiple warning signs are flashing at the same time. Here are the numbers investors are watching. 1. Margin debt hits $1.42 trillion Investors have borrowed a record $1.42 trillion to buy stocks. The bigger warning is the speed. Margin debt surged 53.7% year over year, reaching …
This week’s guest, Federico Faggin, helped invent the microprocessor – the technology that powers the modern world. By every measure, he had achieved success. And yet he felt something was missing. After a spontaneous and profound experience of consciousness, Federico began questioning everything he thought he knew about the nature of reality. What followed was …
Trump bought as much as $5 million in Axon stock before ICE sought $220 million Taser deal Federal disclosures show that on Feb. 10, President Donald Trump made an Axon Enterprise stock purchase valued at between $1 million and $5 million. That was roughly two weeks before U.S. Immigration and Customs Enforcement moved to solicit …
Congress voted for KIDS Act that ends internet freedom. Bill requires platforms to add strong parental controls and curb addictive stuff for kids. It pushes age verification on many sites which can mean ID checks or tracking. Critics like EFF say this creates surveillance for everyone not just kids. Bill bans some targeted ads to …
X Money is starting to roll out to select U.S. Premium+ users, and the pitch is simple: Keep your money inside X and get features that look more like a bank than a social media app. The numbers are what make people pay attention. X is offering 6% APY on wallet balances, with FDIC insurance …
I am a retailer. We are selling it at out cost ! And we always do ! But it would help more if the ~50 cents of taxes per gallon were reduced during this time (Texas state and federal ) this rhetoric is not good for retailers ! Everyone in the fuel business makes money …
By Peter Reagan Public domain photo via jotoler on Pixabay It’s always exciting news when reports come in that U.S. factory outputs are up. For many of us who grew up with parents working factory jobs and with TV shows like Laverne & Shirley showing factory work as part of a typical (and overall good) American life, factory work …
Q: What are your plans for the housing affordability bill? Trump: I don't know. It's so unimportant pic.twitter.com/KzO6JqCEM4 — FactPost (@factpostnews) June 29, 2026 Donald Trump on his housing affordability plan, in his own words:—"It's so unimportant"—"It's a big yawn"—"I don't think about Americans' financial situation"—"I don't want to drive housing prices down. I want …
Gas prices everyone byu/Appropriate-Mall8517 ininflation
