Independent thinking for complex markets and current events
Saylor sold Bitcoin for the first time, Stretch hit $90, and the self-perpetuating death spiral I’ve been warning about just started. Blackstone just issued one of the biggest warnings yet on the U.S. economy. The world’s largest alternative asset manager is now restricting withdrawals from a flagship private credit fund after investor redemption requests surged …
Washington found its counter to Iran’s $24 billion demand: spend the frozen money on the countries Iran keeps hitting Treasury Secretary Scott Bessent has ordered officials to tally the damage Gulf partners have suffered from Iranian attacks and price out repair and recovery costs, as the administration weighs using frozen Iranian assets to compensate for …
Weird… pic.twitter.com/mdImia5G0O — PanthersAlerts (@distinctalerts) June 8, 2026 first Trump now Jensen Guy is getting a bit obsessed with stock prices – $MRVL now this What happened to talking quietly and carry a big stick? Like he has done in the past. $NVDA actually struggled this whole past 2 months of rally — Fund.Drone.DefenseTech.Photonics $LPTH …
Disruptions in the Strait and Mediterranean are ripple-effecting through global supply chains. Shipping costs for finished goods are up 15% compared to the start of the year. Large retailers are reporting inventory lags on seasonal imports. Insurance firms are quietly raising the ‘risk premium’ on all vessels in the region. The cost of this instability …
by Michael The Great Middle East War never really stopped, but now it is fully back on. Multiple waves of Iranian missiles have been fired at Israel, and we are being warned that Israel plans to strike back. Meanwhile, the four-year-old war between Russia and Ukraine is escalating again and China just launched a “special …
A powerful earthquake struck the southern coast of Mindanao earlier today. The USGS finalized the magnitude at 7.8, after initial reports of 8.2. The epicenter was located 26 km west-southwest of Kablalan, Sarangani province. This is the strongest seismic event to hit the nation since 1990. Initial reports confirm strong, sustained shaking felt across the …
SoFi Stadium workers voted 96% in favor of a strike this morning. The venue is the centerpiece for the upcoming FIFA World Cup games. The union, UNITE HERE Local 11, demands higher wages and job protections. Security fears regarding ICE presence at the games remain a central issue. DHS is being cagey about whether immigration …
Fed better ignore this one off spike or risk the real pain. Do the math. 🧮 Headline: 172K. Leisure & hospitality – World Cup staffing – was 70K of it, vs. a 14K normal pace. Back out just the abnormal ~56K and you’re at ~116K. Back out the whole sector and you’re at ~102K – …
Scott Pelley | Why would anyone think 60 Minutes is biased. https://hugh.cdn.rumble.cloud/video/fwe2/3c/s8/2/A/8/V/u/A8VuA.caa.mp4
Israel has been spying on top U.S. officials, prompting the pentagon to declare Israel a “critical” espionage threat. “The Pentagon’s Defense Intelligence Agency recently elevated Israel’s counterintelligence threat designation to “critical,” the highest level in its system. The assessment was raised in recent weeks, though officials reportedly did not disclose the exact date of the change. …
US home sellers are retreating from the market: Delistings as a proportion of all US home listings rose to 5.8% in April, the highest since March 2020. Excluding the 2020 pandemic, delistings have never been this high. The absolute number of delistings rose +3.8% MoM, marking the 2nd consecutive monthly increase. Atlanta led among the …
President Trump dismissed claims that the Iran campaign betrays his core promise. He told NBC’s Meet the Press that he never made a formal guarantee of peace. “Why would I have built the strongest military in the world?” he asked. The interview ended abruptly when the President walked off set. The White House is struggling …
There’s something really wrong about this. How do we fix it? Revolution? https://t.co/nQr0MIZfi4 — QE Infinity (@StealthQE4) June 7, 2026 Absolutely no conflicts of interest here, right? Who gets the next government bailout… I mean "investment" https://t.co/bgdxT4Bjcm — Financelot (@FinanceLancelot) June 7, 2026 51% of the S&P 500's market cap is in stocks trading above …
The Iranian rial has lost nearly 90% of its value since 2018. Economic desperation is a core driver behind Tehran’s aggressive missile diplomacy. Officials are conditioning any ceasefire on the release of frozen foreign assets. Nuclear site inspections remain at a standstill due to lack of access. Internal protests are suppressed but the economic reality …
Iran launched a barrage of seven ballistic missiles at Kuwait and Bahrain on Saturday. Gulf monarchies condemn the strikes as a “flagrant violation of sovereignty.” U.S. forces responded with direct strikes on Iranian coastal radar sites. CENTCOM confirms intercepting multiple one-way attack drones over the Strait of Hormuz. The fragile April ceasefire is effectively dead …
𝐀 𝐓𝐄𝐄𝐍 𝐌𝐎𝐁 𝐒𝐇𝐔𝐓 𝐃𝐎𝐖𝐍 𝐀 𝐂𝐀𝐓𝐇𝐎𝐋𝐈𝐂 𝐂𝐇𝐔𝐑𝐂𝐇’𝐒 𝐅𝐀𝐌𝐈𝐋𝐘 𝐅𝐄𝐒𝐓𝐈𝐕𝐀𝐋 𝐀𝐍𝐃 𝐅𝐎𝐑𝐂𝐄𝐃 𝐈𝐓𝐒 𝐂𝐀𝐍𝐂𝐄𝐋𝐋𝐀𝐓𝐈𝐎𝐍 𝐀𝐅𝐓𝐄𝐑 𝐄𝐋𝐄𝐕𝐄𝐍 𝐀𝐑𝐑𝐄𝐒𝐓𝐒 St. Catharine Catholic Church in east Columbus, Ohio threw the kind of event that… pic.twitter.com/Id9Wpqcm3a — M.A. Rothman (@MichaelARothman) June 7, 2026 h/t Newsperson
by David Haggith Large cracks showed up everywhere today, and a far worse landslide is already a done deal for late June, according to oil companies, due to critical oil shortages that can no longer be escaped. While the Dow soared a huge 900 points to another all-time high today, it didn’t do it for …
Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone finally and for the first time ever said, NO. The $79 billion Blackstone Private Credit Fund, known as B-CRED, told shareholders it would only allow 5% of shares to be …
by Michael Without sufficient quantities of oil, the global economy will not be able to operate normally. So the fact that the global economy is running a massive “oil deficit” right now should deeply alarm all of us. Even since the war with Iran began, the world has been consuming far more oil than it …
Pro tip: Waymo is more drunk friendly than uber. https://t.co/tYNgWzLBl5 — Old Row (@OldRowOfficial) May 11, 2026
“Middle East: Due to high tensions in the region, the security environment remains complex and can change quickly. We remind U.S. citizens in the Middle East of the continued need for caution and encourage them to monitor the news for breaking developments. The State Department Travel Advisories for Bahrain, Israel, the West Bank, Jordan, Kuwait, …
via Independent-Act-6432 Ever since MicroStrategy, “we’re putting Bitcoin on the balance sheet” has been the hot pivot. I pulled every company that announced a bitcoin or digital-asset treasury in an SEC 8-K since 2024. There are 101 of them. Then I looked at what else they’d been filing. 85 of the 101 (84%) were already …
Trump team is fighting court order to return all $166 billion collected in tariffs: report “The Trump administration must return billions of dollars that importers paid under his sweeping tariff policy after the Supreme Court knocked down some of the duties The Trump administration has been fighting a court order to return all $166 billion …
Locking the dog in the car in direct sunlight for at least 40 minutes, when temperatures outside exceeded 92 degrees. Then asking cops "how is this cruelty" byu/IncomingBroccoli inPublicFreakout
CEO to staff: You’re not getting a raise. We’re spending on AI instead. “AI isn’t just coming for your job. It’s coming for your pay. As companies look for cash to fund their AI transformations, some are finding it by shrinking employee benefits and compensation packages. Teradata, a global cloud software company, told its 5,100 …
Live Nation – "We're all in, prices include fees!" Checkout – well here's some more fees anyways byu/PoisonCoyote inmildlyinfuriating h/t Knottrielle
Goldman Sachs is circulating aggressive growth projections to drive interest in the upcoming SpaceX initial public offering. The bank claims revenue at the artificial intelligence division will jump 100-fold to 322 billion dollars by 2030. Total company revenue is projected to hit 474 billion dollars in that same window. This forecast serves as the primary …
This segment features criticism Jimmy and Americans’ Comedian Kurt Metzger direct at pro-Israel political organizations, particularly the Republican Jewish Coalition (RJC) and AIPAC, after the RJC celebrated spending more than $5 million to help defeat Representative Thomas Massie. They argue that statements from pro-Israel advocates about using political donations to influence elections amount to an …
