Independent thinking for complex markets and current events
Spending is exploding (CapEx records, big acquisitions like Cursor). Pricing power is cracking (token costs falling, Microsoft looking at cheaper Chinese models). Competition is heating up fast from open-source and lower-cost models. Big players (Microsoft, SpaceX/Elon) are making aggressive moves because the economics of frontier AI are getting tough. ⚠️Is the AI pricing bubble starting …
Stocks now trade at higher valuations than just before 1929 crash. Main measure is Shiller CAPE ratio (or P/E10). It looks at current price vs average earnings of last 10 years (adjusted for inflation). In September 1929, CAPE reach about 32.5. Today in June 2026, CAPE sit at 40 to 41+. This is second highest …
A mysterious cooling patch in the North Atlantic is accelerating ice melt. Researchers identified this “cold blob” disrupting established ocean currents. Models suggest the phenomenon triggers a paradoxical shift in regional weather patterns. Surface temperatures in the North Atlantic have dropped 2 degrees Celsius below historical averages. This cooling is causing a destabilizing effect on …
Janeese Lewis George, who is democratic socialist and DC Council member, leads in the Democratic primary for mayor. With many votes counted she has around 52.8%. Other main candidate Kenyan McDuffie has 36.6%. Incumbent Mayor Muriel Bowser not running again. DC is strong Democrat city so primary winner almost sure to win full election in …
Iranian crude production currently sits at 3.5 million barrels per day. Sanctions relief could trigger an immediate 15 percent drop in global energy prices. US lifting oil sanctions could hand Iran $100 billion within two years The US is effectively lifting sanctions on Iranian oil exports, despite its statements that funds will be transferred to …
Vice President JD Vance: Democrats are just terrible people, so many of them. They don't show gratitude for the United States. If you don't feel grateful to live here, what are you even doing being in public service pic.twitter.com/8Foi0zux0B — Republicans against Trump (@RpsAgainstTrump) June 17, 2026
Japan’s rate hike to 1 percent has shattered the yen carry trade. Hedge funds are being forced to sell dollar assets to cover losses. This is forcing a “forced liquidation” cycle that hurts the dollar. The Nikkei hit 70,000, but the euphoria is hiding the underlying panic. When Japanese investors bring their money home, the …
Companies are pouring $725 billion into data centers and chips this year. That is a 77% jump over 2025 and it is starting to break balance sheets. Free cash flow for the biggest tech giants is plummeting as a result. Investors are looking at the math and calling it a bubble. Retail investors are still …
by Martin Armstrong The financial press is celebrating reports that traders are betting shipping traffic through the Strait of Hormuz could begin returning to normal by August. Oil prices have fallen sharply on hopes of a U.S.-Iran agreement, and prediction markets are assigning better-than-even odds that vessel traffic will recover during the second half of this …
CNBC's paid pumping of SpaceX $SPCX is so obvious, it's frankly disgusting. How much is Josh Brown being compensated to dump these bags onto retail? https://t.co/q19AH4KK6A pic.twitter.com/7u5o9wc5kt — Financelot (@FinanceLancelot) June 16, 2026
Average US rent around $1,600 – $1,900 per month now. In big cities like Manhattan it hit record $5,125. Many middle class families (income $45k-$75k) spend over 30% of money on rent. Harvard report say almost 50% of this group are “cost burdened”. Since 2019 rents grow faster than incomes for middle earners. This leave …
America sends money to 177 out of 193 recognized countries. Thats 91.7% of the world. We are $39 TRILLION in debt and have our own issues that need to be fixed here at home. We shouldn’t send a single penny to other countries. https://t.co/wBilAqMO8O pic.twitter.com/mdQADNAkRO — Derrick Evans (@DerrickEvans4WV) June 15, 2026 USAFacts on foreign …
GoFundMe say over 15,000 fundraisers for essential needs in Canada from January to May 2026. This is 8% more than same time last year. Since 2020, campaigns with “cost of living” words up 274%. Example: Man in Toronto lose job, then get sick on first day of new job. He start GoFundMe to not lose …
Drone show mishap: technical issues cause drones to crash mid-performance. pic.twitter.com/r0GBvTGj28 — Massimo (@Rainmaker1973) June 16, 2026 Grok: They’re drones. The video shows a drone light show with clear coordinated LED patterns (visible shapes and formations), not fireworks. Some drones are falling due to the reported technical malfunction—their lights stay on as they descend. Fireworks …
pic.twitter.com/nd8AJtWnSH — EyesWideOpen (@jmon131032471) June 15, 2026
UK Technology Secretary Liz Kendall speak on BBC Breakfast. She say government will give more details in July about VPN restrictions. This part of plan for social media ban on kids under 16. They worry kids use VPN to bypass the ban. Also more measures like overnight curfews on social media for 16-17 years old. …
The BBC investigation found the arson attack was just one part of an extensive campaign of sabotage, provocation and lies leading all the way to the Russian state. The handler EL, who directed Lavrynovych, offered Russian citizenship in return for other attacks and glorified President Vladimir Putin, messages uncovered by the BBC show. The broadcaster …
Netanyahu defiantly makes it clear: Israel will NOT withdraw from Lebanon, Syria or Gaza Despite Israeli withdrawal from Lebanon reportedly being part of the new US-Iran deal pic.twitter.com/PZSQX5FLf1 — RT (@RT_com) June 15, 2026 Statement by Prime Minister Benjamin Netanyahu at the press conference last night: "Dear citizens of Israel,For decades, I have been fighting …
You want this so desperately to be true. pic.twitter.com/WzRW9t9tAX — King Bishop 🇺🇲 👑 (@TheWildBishop) June 16, 2026
pic.twitter.com/WA7ltHlQdW — Vaibhav🎗️ (@VaibhavLLMs) June 16, 2026
BlackRock cut another around 200 jobs. This is just under 1% of their total workforce. Cuts happen in investment, operations, tech and private credit teams. CEO Larry Fink now make this kind of small cuts regular thing, not big one-time layoffs. This is fourth round in last 18 months. Company says it is to keep …
Ukraine faces a critical air defense deficit. Ballistic missile attacks from Russia have surged by 40 percent this quarter. Zelensky requested a formal license to manufacture Patriot missiles directly on Ukrainian soil. Current production capacity in the United States remains at only 600 interceptors per year. Demand from global theaters currently exceeds that capacity by …
The president is lighting a fire under the Levant. He claims the current IDF strategy in Lebanon is creating a catastrophic disaster. Trump suggests a total realignment of regional security responsibilities. His logic demands Syria take the lead on neutralizing Hezbollah. Whispers of a secret memorandum between Washington and Tehran are gaining speed. This shadow …
The FOMC rate decision is just 23 hours away. Prepare for the market volatility ahead by analyzing the new Fed chair press conference. This update focuses on the upcoming FOMC rate decision and what traders should expect when the new Fed chair holds their first press conference. We analyze the current market environment using specific …
FBI stopped a planned terror attack on the UFC Freedom 250 event at the White House South Lawn. Event happened on June 14 with President Trump there. Main suspect Michael Alan Thomas (California) admitted in interview he believes US government is run by elites who sacrifice and eat children. He said these elites are tied …
