Independent thinking for complex markets and current events
We still haven’t reached Memorial Day weekend yet. Summer season increases have yet to happen! h/t Educational_Net4000
Revenue beat is real, but leadership claim is forward pricing, not present proof Search growth is steady, not structurally re-accelerating from AI That matters because Search is still the profit core, not AI products Cloud is improving, but still smaller than AWS and Azure in total scale So “AI leadership” is not yet mirrored by …
by Michael Every single day that the Strait of Hormuz is closed, the damage that is being done to the global economy is getting even worse. But the full consequences of the global oil crisis that we are facing will not be felt for a while because nations all over the globe are still running …
It is unusual for soon-to-be-former Fed Chair Jay Powell to stay on at the @federalreserve. For someone who speaks so often of norms, his unilateral decision to stay flies in the face of tradition. Kevin Warsh will bring about a new day at the Fed, with accountability,… pic.twitter.com/QAxbwqNo2S — Treasury Secretary Scott Bessent (@SecScottBessent) April …
matrixbot @thematrixb0t MICROSOFT CAN ERASE YOUR ENTIRE COMPUTER! A man is going viral after exposing what millions of Windows users are just now realizing about Bill Gates’ Microsoft. “I think they should have to go to jail for this.” Windows updates quietly turn on OneDrive without a plain English warning. Your files don’t get “backed …
George Noble @gnoble79 This is the most OUTRAGEOUS deal I’ve seen in my 45 years on Wall Street. SpaceX just disclosed Musk’s new compensation package: He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys …
Last time rates ran hot like this, equities didn’t handle it well and liquidity tightened quick. 5% on the 30yr is wild. damn were pricing in a serious fiscal shit show pic.twitter.com/8ZHdiU8N7c — ZeroMazed (@ZeroMazed) April 29, 2026 The bond market is collapsing again. The 10Y Note Yield is now silently back above 4.40%, the …
History remains undefeated. pic.twitter.com/myiyWpunL2 — NON NOBIS DOMINE (@VerumEstLiberta) April 29, 2026
Alphabet, Microsoft, Amazon, and Meta all report massive beats after the bell… Google Cloud explodes 63%; Azure hits 40%; AWS speeds to 28% growth… Total “Mag 4” cloud backlog now north of $1 trillion as enterprise AI takes root… Market verdict: The “OpenAI revenue miss” rumor was a bear trap for tech bulls… Alphabet revenue …
Grant Cardone says a $500,000 house can cost $320,000 in interest before taxes or maintenance “Bank of America is gonna charge you 8% for 10 years. You put 8% on $400,000, that’s 32K a year, times 10 is 320K” “So you need to sell your house for 500K plus 320K to break even, and… pic.twitter.com/mRd3xK6SzC …
Microsoft Copilot rolling out to 743,000 Accenture employeesSounds big, but still inside a slow enterprise monetization story Only ~3% of 450M Microsoft 365 enterprise users pay $30/month for CopilotThat gap is the real issue, not distribution scale Microsoft shares down ~12% this yearOne of its sharpest drawdowns since the 2008 period Market concern is not …
Now he has that excuse to not try to finish off a 100% defeated foe. He’s going to just claim the blockade is hurting them when it’s the rest of the world suffering more US officials say the conflict with Iran is unlikely to end with a nuclear deal, and a resumption of the war …
IN HONOR OF CALIFORNIA’S 175TH ANNIVERSARY, WE WILL BE ROLLING OUT A VERY SPECIAL DRIVER’S LICENSE FOR EVERY CALIFORNIAN THIS SUMMER! IT WILL FEATURE A HANDSOME, HIGH-QUALITY PHOTO OF ME, GAVIN C. NEWSOM. MANY PEOPLE ARE SAYING IT’S THE BEST LICENSE EVER MADE IN THE HISTORY OF… pic.twitter.com/svCAc9oNkw — Governor Newsom Press Office (@GovPressOffice) April …
Ancient DNA reveals a lost population near Paris replaced by strangers Date: April 22, 2026 Source: University of Copenhagen Summary: Ancient DNA from a tomb near Paris reveals a shocking prehistoric reset: one population vanished and was replaced by newcomers from the south. The two groups show no genetic connection, signaling a major upheaval around …
U.S. House panel approves spending bill with US$500 million for Taiwan Washington, April 28 (CNA) A U.S. House committee on Tuesday approved a key spending bill that includes US$500 million in military assistance for Taiwan and support for its participation in international organizations. The House Appropriations Committee passed the Fiscal Year 2027 National Security, Department …
DOJ Prepares Case Over Egg Prices That Didn’t Add Up Less than a month after Farm Action called for an investigation, the DOJ opened one. Now it appears headed to court. The Department of Justice is preparing to file an antitrust case against some of the largest egg producers in the country, according to new …
It is also creating a huge spilled oil mess in the Black Sea. Russia’s Tuapse oil refinery is now burning out of control this morning after an overnight Ukrainian drone raid. Locals report that additional oil storage tanks exploded. pic.twitter.com/PN6YwLkQ3j — OSINTtechnical (@Osinttechnical) April 28, 2026 Water supply has been suspended in Tuapse after a …
Companies are running ad campaigns glorifying government assisted suicide in Canada This commercial is from a fashion retailer The message is, you just have to be brave enough to see the beauty in death It’s promoting where a doctor helps kill you in Canada’s MAiD program (Medical Assistance in Dying) Companies are running ad campaigns …
King Charles is telling the United States government to prepare for a war with Russia by getting ready to defend Ukraine and “her most courageous people.” He reminds Congress that they fought together through two world wars, the Cold War, and Afghanistan. *The entire Congress… pic.twitter.com/Uo7DIVwdXa — Shadow of Ezra (@ShadowofEzra) April 28, 2026
The retail sector is where the pain is that he’s referring to pic.twitter.com/04gIC0uWkj — Travis Rothell (@TRothell62855) April 28, 2026 Jamie Dimon today: "The way it's going now, there will be some kind of bond crisis." He added that when a credit recession hits across all lending, it will be "worse than people think. It …
🚨 China's Real Estate Market has erased all gains from the last 20 years pic.twitter.com/ZIGemn0dPs — Hedgeye (@Hedgeye) April 28, 2026 🇨🇳 Housing prices in China are FALLING! “Houses are for living in, not for speculation.” – Xi Jinping pic.twitter.com/U176Wi1pFt — Jackson Hinkle 🇺🇸 (@jacksonhinklle) April 28, 2026
Same pattern as the early 80s where costs spiked and an entire generation got locked out of building wealth for years. WASHINGTON, D.C. — The share of U.S. non-homeowners who expect to buy a home within five years has dropped to 25%, the lowest Gallup has measured in seven readings since it began asking the …
Scientists observed electrons in graphene flowing like a nearly frictionless liquid in new studies. The discovery breaks the classic Ohmic and Wiedemann-Franz principles on electrical resistance and heat flow. This breakthrough could lead to chips that barely overheat and power grids with almost zero energy loss. Physics folks are calling it a shock because they’re …
FOMC official: Interest rates maintained at 3.5% to 3.75% for third straight time… Powell’s chairmanship expires next month; markets obsess over his “staying power”… Fed Statement: “Inflation remains elevated,” fueled by recent global energy shocks… The Warsh Shadow: Investors look past today’s pause to the May 15 leadership swap…
https://www.usdebtclock.org/ https://www.usdebtclock.org/2008.html
Just like the dot com bubble in 1999 where Nasdaq valuations went parabolic on internet hype before the brutal crash. Make no mistake: It IS the largest asset bubble in human history. https://t.co/16W9PBcNIZ — Uncle Milty’s Ghost (@his_eminence_j) April 29, 2026 Nvidia is the Cisco of this generation. They sell real products but the main …
“THE SOMALI SWEEP”: FBI raids 20+ locations in Minnesota fraud blitz Dozens of federal, state, and local agents hit Minneapolis storefronts… DOJ confirms court-authorized activity linked to “ongoing fraud investigation”… Raids largely targeting Somali-linked businesses in massive morning operation… Local leaders on high alert as “unprecedented” coordination shutters city blocks… Former Vikings captain reacts to …
Comey is expected to self-surrender on Wednesday to law enforcement at federal court in the Eastern District of Virginia, according to a federal official familiar. Former FBI Director James Comey was indicted Tuesday over a photo of seashells officials said threatened President Donald Trump, marking the administration’s second attempt to prosecute one of his biggest …
