Independent thinking for complex markets and current events
The data giant just released a monster Q1 report after the bell, reporting revenue of $1.63 billion and crushing the $1.54 billion Wall Street target… Earnings came in at 33 cents per share, well above the 28 cent consensus, as the company’s Rule of 40 score hit a staggering 145%… US Commercial revenue skyrocketed 133% …
https://t.co/D8Z3smnvqe https://t.co/dPfcSzunQS — Megan Cassella (@mmcassella) May 4, 2026 U.S. Secret Service personnel are on the scene of an officer-involved shooting at 15th Street and Independence Avenue in Washington, D.C. One individual was shot by law enforcement; their condition is currently unknown. Please avoid the area as emergency crews are responding. pic.twitter.com/LNUTL2F3gM — U.S. Secret …
Treasury Secretary Scott Bessent is blaming “judicial overreach” for the carrier’s collapse today, saying the blocked JetBlue merger was a suicide pact… United and Delta shares are drifting higher as they prepare to feast on Spirit’s carcass, but the broader sector is terrified of the fuel bill… Budget travelers are finding $400 round-trips for routes …
Borrowing costs surged again this morning, the 30-year fixed rate hit a new spring high as the bond market reacts to wartime energy spikes… Freddie Mac reports the three-week slide in rates is officially over, the 10-year Treasury yield is dragging home ownership out of reach for thousands… Active listings have finally breached the 1-million …
The greenback is gaining ground this afternoon, the USD/EUR exchange rate hit its highest level of the month as risk sentiment sours… Japan’s currency intervention last week is already fading, the yen is sliding again as the interest rate gap with the U.S. remains a canyon… Safe-haven demand for the dollar is being fueled by …
NEW: Police airlift a crocodile with the body of a 59-year-old businessman inside. Local police in South Africa say they suspected the crocodile ate the man after observing it from drones. They then shot it and airlifted it off. When they landed back on the ground, the… pic.twitter.com/12NBTQbmis — Collin Rugg (@CollinRugg) May 4, 2026
whopping weekly spikes in average diesel prices over the last week with 10 states seeing prices spike over 40 cents per gallon pic.twitter.com/O4PU8apdiP — Patrick De Haan (@GasBuddyGuy) May 4, 2026
Dozens of dirt bikes and ATVs will be impounded after a group took over the Bay Bridge, causing eastbound traffic to come to a stop on Sunday, authorities said.
Acting Navy Secretary Hung Cao is wasting no time in the Big Chair. Just days after taking over for John Phelan, Cao fired Vice Admiral Karl Thomas, the Director of Naval Intelligence, and immediately killed the massive “Intelligence & Security” (I&S) reorganization that Phelan had spent months building. The move has reportedly left the E-Ring …
The Arcadia Lake campground in Edmond is currently cordoned off after a mass shooting at a “Sunday Funday” party last night. Police received multiple calls around 9:00 PM reporting gunfire at a pavilion where a large group of young people had gathered. Witnesses described “multiple men with rifles” opening fire before fleeing into the surrounding …
The MV Hondius, a specialist polar cruise ship, is currently anchored off the coast of Praia, Cape Verde, after being denied entry by local health authorities. The vessel is the center of a rare and deadly hantavirus outbreak that has claimed three lives and left several others seriously ill. While initial reports suggested thousands were …
European automakers are cratering this afternoon, the President’s threat to hike tariffs on EU cars and trucks has wiped billions off the Euro Stoxx 50… Trump says Brussels “failed to comply” with the Scotland trade deal, he’s using the 25% levy to force production to relocate to U.S. soil… The EU is already signaling “firm …
The United Arab Emirates has again said that their air defenses are dealing with another wave of Iranian missiles and are urging people to stay sheltered. pic.twitter.com/Vn70eIRy1P — OSINTdefender (@sentdefender) May 4, 2026
via Exact-Paramedic-3357 Someone asked me this in another post and honestly it’s the kind of question that if you haven’t asked yourself yet you probably haven’t thought about this deeply enough. Everyone’s too busy debating which coin is going to moon or whether crypto is a scam. Meanwhile the actual architecture of what comes next …
Secretary Brooke Rollins @SecRollins Today, just four companies — JBS, Cargill, Tyson Foods, and National Beef — control roughly 85% of the cattle processing market. That level of concentration has surged from just 25% in 1977 to 71% by 1992, and now to an astonishing 85%. Together, these companies operate through dozens of subsidiary businesses, …
Wild interview on Squawk Box this morning with CEO of Gamestop who is trying to buy eBay. He refuses to admit that Gamestop would have to create and sell millions of shares to raise the capital. This is a total pr stunt.pic.twitter.com/6PeDAG9clI — Citizen Free Press (@CitizenFreePres) May 4, 2026
The U.S. eliminated six Iranian small boats attempting to interfere with commercial shipping – CENTCOM Commander Adm Brad Cooper — Faytuks Network (@FaytuksNetwork) May 4, 2026 Right now CENTCOM Commander Admiral Brad Cooper is on a call with journalists. He says 15,000 U.S. service members are involved in the Project Freedom effort to help commercial …
🚨 BREAKING: The Trump administration launches investigations into DOZENS of Illinois school districts for carrying out TRANSGENDER transitions on kids behind the parents' backs WTF?! This is DEMENTED. Pull all funding! "Prosecutors say they helped children CHANGE GENDERS… pic.twitter.com/teYRZvH1NT — Eric Daugherty (@EricLDaugh) May 4, 2026 The Justice Department’s Civil Rights Division launched a massive …
🚨 JUST IN: Donald Trump: "Iran has been given only 24 hours. After that, the world may witness one of the most devastating air strikes ever seen." pic.twitter.com/kqGShKEXUi — GBX (@GBX_Press) May 4, 2026
The White House is threatening to slash more UN dues, Trump wants “reforms” including a 10% cut to peacekeeping missions today… USAID has been effectively dismantled, the remaining skeleton crew is being folded into the State Department… UN Secretary General Guterres says the funds are “non-negotiable,” he’s warning of an imminent financial collapse for the …
The “neutral and innocent” fleet started moving at sunrise, Trump has ordered the Navy to “guide” vessels from dozens of nations past the Iranian threat today… Tehran is still reviewing the 14-point peace proposal, the Foreign Ministry says it won’t end the nuclear program just to lift the siege… Gas prices hit $4.45 a gallon …
Two people are dead and at least eight others are injured after a car plowed into a crowd in the center of Leipzig, Germany, this afternoon. Witnesses reported a damaged Volkswagen SUV speeding through the Grimmaische Straße pedestrian zone at high speed. Disturbing accounts from local broadcasters indicate a person was seen on top of …
The U.S. housing market hit a fresh distress milestone this morning. Foreclosure filings in Q1 2026 rose to 118,727, a 26% increase year-over-year. Bank repossessions (REOs) surged even higher, jumping 45% since last year. Analysts are calling this the highest level of foreclosure activity in six years as pandemic-era protections have fully cleared and high …
Pras Michel reported to federal prison in Safford, Arizona, on April 30 to begin his 14-year sentence. The Fugees rapper was convicted of funnelling roughly $100M in illegal foreign money from Jho Low into the 2012 Obama campaign and later lobbying the Trump administration to drop the investigation. Pras Michel turns himself in to begin …
ISM manufacturing prices paid index spiked to 84.6 points in April, a 4-year high. Over the last 3 months, prices paid have SKYROCKETED over 20 points, marking one of the biggest spikes in history. Meanwhile, the employment index dropped to 46.4 points, the lowest level in 2026. Employment has now been contracting for 15 months …
NEW – Iran releases a map, highlighting "the new area" of the Hormuz Strait, that they claim is now controlled by their Armed Forces — Tasnim pic.twitter.com/jUG9nOE6yj — Disclose.tv (@disclosetv) May 4, 2026 WTI crude oil up $5/bbl to $107, spot gasoline values are pointing to a rise of 10c/gal. While the national average may …
A Panama-flagged cargo vessel operated by a South Korean shipping company caught fire following an explosion while anchored in the Strait of Hormuz late Monday, according to government officials. No casualties were reported. The vessel, identified as HMM Namu, was anchored outside the port limits of Umm Al Quwain when the incident occurred at around …
via oilprice Major innovation is needed to diversify the global battery sector. Lithium-ion batteries are taking over the world – you probably have a few within reach at this very moment in your rechargeable devices. And since China controls the world’s lithium supply chains and dominates global lithium-ion battery manufacturing, the global tech sector has …
Notice, this never lasts. Homes are CURRENTLY priced at 2.75% mortgage rates. https://t.co/Qp5Z1P2x0l — Darth Powell (@VladTheInflator) May 2, 2026 We are living through one of the largest artificially inflated real estate bubbles in history. Zero rates. Massive stimulus. Record speculation. Now the unwind begins. pic.twitter.com/GldAUS1HeJ — Jon Brooks (@jonbrooks) May 3, 2026 Housing supply …
