Independent thinking for complex markets and current events
🇺🇸 U.S. Consumer sentiment falls to lowest reading on record pic.twitter.com/yHT0zCSdNI — Hedgeye (@Hedgeye) May 8, 2026 Consumer sentiment falls to fresh record low in May as surging gas prices hit outlook Surging gas prices due to the Iran war sent consumer sentiment to a new low in the early part of May, according to …
TAMPA, Fla. — U.S. forces disabled M/T Sea Star III and M/T Sevda, May 8, prior to both vessels entering an Iranian port on the Gulf of Oman in violation of the ongoing U.S. blockade. U.S. Central Command (CENTCOM) enforced blockade measures against two Iranian-flagged unladen oil tankers attempting to pull into an Iranian port …
Virginia Supreme Court axes Democrats’ mid-decade redistricting scheme… Court rules Dems violated voter-approved map process with sneaky procedural tricks… Power grab that targeted four extra House seats in 2026 now dead on arrival… Virginia Supreme Court throws out new congressional map pushed by Democrats. The Virginia Supreme Court on Friday struck down a voter-approved Democratic …
Texas MAGA wants Paxton bad and calls Cornyn a backstabber. We love President Trump but we're voting 4 Ken Paxton no matter what pic.twitter.com/mUpvkudsfS — PJ (@TexasPatriot07) May 8, 2026
🚨 HOLY CRAP! The Trump economy just nearly DOUBLED jobs expectations, adding +115,000 while 62,000 were estimated "We are MUCH stronger!" "Last month — UPWARD revision from 178K to 185K. These are GOOD numbers." Experts LOSE 🔥🇺🇸 pic.twitter.com/uEqIwnUw6W — Eric Daugherty (@EricLDaugh) May 8, 2026 115,000 payroll increase exceeds all but four of the 73 …
Financial titans at the Milken Institute conference describe a “weird” schism between records and reality… While the Middle East burns, the global elite at the Peninsula and Maybourne focus on AI and IPO exits… Goldman Sachs partners report “a lot of chatter” regarding private equity firms restarting the dealmaking engine… European fund managers express “healthy …
California gas prices average $6.165 per gallon, highest in the US. California’s average gas price reached $6.165 per gallon this morning, the highest in the country. The spike is driven by refinery maintenance and lower supply from the Gulf. Some stations in the Bay Area and Los Angeles are charging over $6.50. Drivers are reporting …
COMEX gold futures explode to an intraday high of $4,770 as the “Safe Haven” trade hits a fever pitch… The yellow metal build on a massive 2.75% jump, marking the most violent upward move since the March crash… Silver follows the rocket, reclaiming the $82 level after a staggering 7.8% gain so far this week… …
European Parliament and Council reach political agreement on simplified, innovation-friendly AI regulations… New rules include an immediate ban on AI “nudification” apps that generate non-consensual sexually explicit content… The agreement sets a hard implementation timeline for high-risk AI in biometrics and border control by 2027… EU Commission strengthens the AI Office’s enforcement powers to oversee …
Energy titan Shell reports Q1 earnings of $6.9 billion, far exceeding analyst expectations of $5 billion… Climate campaigners and UK lawmakers attack the “obscene” windfall generated by the spike in global oil prices… The profit surge is directly linked to the Iran-Hormuz conflict which pushed Brent crude toward $120 in April… Shell’s stock rises in …
Secretary of State Marco Rubio met the pontiff for 150 minutes to repair ties after a week of social media feuds… Discussions focused on humanitarian aid in the Middle East and easing tensions over the Iran military campaign… Rubio presented the Pope with a crystal football paperweight, joking about the pontiff’s White Sox fandom… The …
WHO director Tedros confirms eight cases of deadly hantavirus as the outbreak goes global… A traveler in Zurich and a flight attendant in Johannesburg among the latest to test positive for the rare strain… The MV Hondius continues its transit to Tenerife with three bodies in cold storage and one passenger in critical condition… Spanish …
Summer vacations about to get brutally expensive as jet fuel and diesel go through the roof. Hochstein basically just said the energy party is over and the hangover starts now. "I've never seen anything like it before." Oil storage tanks in the United States will run empty "somewhere in the July 4 period," Carlyle's Jeff …
New LinkedIn data shows a 28 percent increase in remote work job postings in the last 30 days. Companies in tech and finance are loosening hybrid requirements to attract talent. This reverses a trend from earlier this year toward more office returns. Workers are citing commuting costs and flexibility as key reasons. The shift is …
Document made public for the first time as the “Files” continue to burn DC… Release adds fresh fuel to the Lutnick hearing and the cabinet’s island ghosts… A handwritten legacy of the century’s most toxic secret finally hitting the light… via PBS: “They investigated me for months — FOUND NOTHING!!! So 15 year old charges …
via notayesmanseconomics Over the past week or two we have seen a rather curious development if you consider that the Strait of Hormuz is still closed. It has been highlighted today by the news from Nihon or Japan. The benchmark Nikkei 225 index has passed the 63,000 mark for the first time. Investors returned on …
The IMF is openly warning that frontier AI models like Claude Mythos may have shattered the traditional cybersecurity timeline entirely. In a new blog post published today, IMF researchers warned that AI is driving the cost and time needed to discover zero day vulnerabilities toward “near zero,” creating what they describe as a growing threat …
by Michael If you ask 1,000 random people on the street what the future of humanity is going to be like, you will probably get 1,000 different answers. But the truth is that there shouldn’t be any confusion about what the future of humanity is going to be like. According to the Bible, the story …
Credit card delinquency rates among borrowers under 35 reached 8.2 percent in Q1 according to new Federal Reserve data. This is the highest level since 2009 for that age group. High interest rates and cost of living pressures are the main contributors. Banks are tightening lending standards in response to the rise. The economy is …
Paul Tudor Jones (PTJ) didn’t just say “buy”; he gave a specific timeline and a warning that adds massive value to your “Sell Signal” thesis. Paul Tudor Jones was on CNBC this morning telling everyone to buy AI and Tech hand-over-fist… That's the sell signal. Retail is buying while the big boys are unloading. https://t.co/RIbhKXr4gs …
Candy prices change in front of customers at Walmart because of these new electronic pricing tags This means you could pick up an item, put it in your cart, and by the time you get to the checkout the price could be higher How is this not fraud Americans don’t want electronic… pic.twitter.com/szo3G9qJYx — Wall …
Iran's Tasnim says there are sSigns of hostile action by the UAE at Bahman Qeshm Pier Some sources say that the sound of several explosions in Bandar Abbas was related to the defense confrontation with two small aircraft. Some sources also report a hostile action by the UAE… — zerohedge (@zerohedge) May 7, 2026 🚨#BREAKING: …
*Walter Bloomberg @DeItaone IRANIAN MEDIA ACCUSES AXIOS REPORTER OF MARKET MANIPULATION Iranian media accused Barak Ravid of spreading false reports after he claimed Iran and the U.S. were nearing a deal. The report briefly pushed oil prices sharply lower, reversing gains tied to the conflict, before prices recovered following denials from Iranian officials. The article …
Grok casually drops JOBY CRSP GTBIF IREN and SOFI like they’re easy moon tickets. Grok @grok Here are 5 stocks with credible shots at massive upside (10x is rare & high-risk, but these have catalysts): 1. JOBY – eVTOL air taxis nearing certification/commercial launch. 2. CRSP – CRISPR gene-editing therapies with multiple late-stage catalysts. 3. …
Memphis loses its guaranteed congressional carve-out as fair lines replace the skin-game. Democrats just watched their racial cheat code get deleted in real time and the meltdown is nuclear. Man the same crowd that cheered race-based maps for years is now burning down the statehouse over color-blind lines. 🚨#BREAKING: Watch as Tennessee House Republicans Pass …
Are there any GTA fans here? pic.twitter.com/fY3Pw3R0MQ — Defense of Ukraine (@DefenceU) May 1, 2026 Ukraine shared a video of drone pilots training with “Grand Theft Auto V.” The experience doesn’t replace real training, but is a good way to relax, officials said. Gamers have skills that make them ideal candidates for being drone pilots. …
Rep Kevin Kiley blows the lid off the Pacific Palisades aid cash vanishing into grift pockets. California Rep Kevin Kiley says they have learned the $100 million dollar pacific palisades Fire Aid concert money was laundered to nonprofits “What we have learned is absolutely beyond belief — Tens of thousands of people donated raising a …
Taxpayers are literally buying groceries for people who aren’t even supposed to be here while their own kids wait in line at food banks. USDA reported 1.3 million non-citizens receiving SNAP benefits.@SecRollins pic.twitter.com/Ol4x38wX9R — Shiloh Marx (@Shilohmarx) May 6, 2026
