Independent thinking for complex markets and current events
by Michael What do our Google searches tell us about ourselves? I think that many of you will be quite surprised by what I have to share in this article. “Google’s Year in Search” for 2025 has been released, and it is a doozy. The past 12 months have been so crazy, and the top search …
by Michael 2025 has truly been a historic year. No matter which side of the fence that you are on, nobody can deny that we have witnessed seismic political changes over the last 12 months. Meanwhile, the AI revolution is transforming our lives in ways that we don’t even understand. But despite all of our …
by Michael If you are having a really difficult time keeping up with the rapidly rising cost of living, you are certainly not alone. This year, “affordability” was a buzzword that was constantly on the lips of politicians, economists and talking heads on television. As you will see below, Americans are being slammed by rising …
"As seen in PNC’s Christmas Price Index, which tracks the cost of each gift in the song “The Twelve Days of Christmas,” prices rose by 4.5% in 2025, down from 2024’s 5.4% gain." -JPMorgan AM pic.twitter.com/AKmUtyNVSf — Daily Chartbook (@dailychartbook) December 24, 2025
Active fund managers are struggling: Investors are on track to withdraw a record -$605 billion from global active equity funds this year. This surpasses the previous record of -$450 billion. It also marks the 10th annual outflow over the last 11 years. Over this period,… pic.twitter.com/JAl5INZSPy — The Kobeissi Letter (@KobeissiLetter) December 21, 2025
Silver going vertical like this is not some quiet blip. Eight months straight green. Absolutely incredible: Silver is now hitting daily record highs, up +140% in 2025 alone. Technicals don't matter anymore and we've seen 8-straight green months. When do people finally start paying attention? pic.twitter.com/NCuHRY7VfZ — The Kobeissi Letter (@KobeissiLetter) December 22, 2025 Silver …
Trump makes Christmas Eve, Boxing day federal holidays for 2025 https://t.co/bLE8sxplgJ — John Solomon (@jsolomonReports) December 18, 2025 Some federal workers will have a longer holiday break this year. In an executive order issued Thursday, President Trump declared that Christmas Eve and Dec. 26 will be federal holidays this year, meaning that federal departments and …
by Michael It is hard to believe that 2025 is almost done. This year has flown by, and it has been absolutely packed with historic events. Unfortunately, I fully expect 2026 to be even more chaotic. We are facing all sorts of economic challenges, terror attacks are becoming more frequent, and nations all over the globe are preparing …
Market liquidity is surging: The Treasury General Account (TGA) dropped -$78 billion over the last week, the largest liquidity injection since June. The TGA is the US government’s main cash account at the Federal Reserve, and when it declines, cash flows directly into the financial system and boosts liquidity. This marks the 4th-largest weekly drop …
The world is about to pump massive liquidity into the system: – The US pauses QT, runs record deficits, and is considering $2,000 stimulus checks – China is running the largest deficit in its history – Japan is preparing a $110 billion stimulus package – The EU is planning to spend ~$1 trillion on military …
Tucker Carlson: The most depressing thing about the United States in 2025 is that we're led not just by bad people, but by unimpressive, dumb people. pic.twitter.com/1yPZrINGK8 — FactPost (@factpostnews) December 10, 2025
Old enough to remember. pic.twitter.com/nj4emql7a4 — BellaliberTea (@bellaliberteaa) December 8, 2025 How can Weingarten blame Trump after opposing his reopening plan in 2020?
Americans Spent $2.6 Billion On OnlyFans In 2025 https://t.co/RAWnG6bolY — zerohedge (@zerohedge) December 9, 2025 The United States is now the most OnlyFans-obsessed country on the planet, according to a new global rankings study that is almost certain to fuel debate online. The “OnlyFans Wrapped 2025” report, published by platform search engine OnlyGuider, names the …
Let’s take a walk down memory lane and see where all those bold 2025 Bitcoin targets ended up. • JPMorgan: 170,000 • VanEck: 180,000 • SChartered: 250,000 • Tom Lee: 250,000 • Robert Kiyosaki: 350,000 • BlackRock: 700,000 • Chamath: 500,000 • Michael Saylor: 1,000,000 • ARK Invest: 650,000 • Galaxy Digital: 400,000 • Pompliano: …
Rep. Marjorie Taylor Greene, a dogged supporter-turned-critic of President Trump, tells 60 Minutes about her fractured relationship with the president and why she decided to resign from Congress.
by Michael It is getting very hard to deny that the U.S. economy is moving in the wrong direction. Yesterday, ADP reported that the U.S. economy shed tens of thousands of jobs last month. Today, Challenger, Gray & Christmas is reporting that U.S. employers announced a grand total of 1.17 million job cuts through the first 11 …
Will VIX explode higher again in 2025? byu/DesmondMilesDant inWallStreetbetsELITE Carry trade is the main risk as far as short term volatility goes imo, if BOJ raises and the U.S. fed cuts we could be in for an Aug 2024 style flash sale. Why didn’t they cut the rates when markets fell -30% to start the …
Silver is experiencing a moment of profound significance, with major implications for the history of hard money, fiat currency debasement, and — most critically — inflation. We’re seeing one of the most volatile monetary assets approach a breakout above its previous highs, potentially setting the stage for a historic move. This is what explosive price …
U.S.-based employers announced 153,074 job cuts in October, up 175% from the 55,597 cuts announced in October 2024. It is up 183% from the 54,064 job cuts announced one month prior, according to a report released Thursday from global outplacement and executive coaching firm Challenger, Gray & Christmas. “October’s pace of job cutting was much …
It’s 2025. Men don’t care what women find attractive or not. — Dylan Bradley (@ImDyelon) November 22, 2025
Before covid, the average first-time homebuyer age never exceeded 33 years old. In 2025, it rose to a whopping 40. byu/Conscious-Quarter423 inInfographics The same generation that had affordable housing in their 20s is the same generation buying houses today. Because the average working class person cant save for the down payment in this market. The …
Warnings have been issued for portions of the United States’ electric power grid amid a forecasted severe geomagnetic storm. The Space Weather Prediction Center (SWPC) of the National Oceanographic and Atmospheric Administration (NOAA) issued the forecast on Tuesday, saying a geomagnetic storm at a strength of category G4 would cause issues with electrical grids for …
Student loans (yellow) are a problem (getting worthless degrees). But the overwhelming problem is mortgage debt (green) byu/RobertBartus inEconomyCharts “Now you can't afford a 50-year mortgage so you're taking out a 100-year mortgage to pay $500 less a month but pay $3 million more in interest to the Bank?" byu/TonyLiberty inFluentInFinance “Now you can’t afford …
The most October job cuts in over twenty years. More than October 2008, if you’re keeping score. While that doesn’t mean this is a repeat of 2008, can we all finally admit this is a really serious situation? And as the flat Beveridge curve emerges more clearly, the rising unemployment it represents is also causing …
Watch live coverage with AP on Election Day 2025. Will Zohran Mamdani be elected New York City mayor? Who will be the next governors of New Jersey and Virginia? Will California adopt a new congressional map? Those are among the questions The Associated Press will answer when the news organization tabulates votes and declares winners …
🚨BOMBSHELL! Border Czar Tom Homan, the one man who TRIGGERS leftists more than anyone but Trump just revealed how HISTORIC the numbers are. Host: "So far this year, more than TWO MILLION illegal aliens have been deported, nearly 600,000 CAPTURED within the United States and… pic.twitter.com/gUKVi0fyv4 — Gunther Eagleman™ (@GuntherEagleman) October 28, 2025 More than …
The S&P 500 is now above 6,900 for the first time in history, adding +$18 trillion in market cap since the April 2025 bottom byu/RobertBartus inEconomyCharts So like 95% of real estate and 99% of energy are getting wrecked while tech carries the whole thing. Not exactly broad based strength. $SPY — StockStorm (@StockStormX) October …
Wall Street’s most powerful bank is walking a tightrope between innovation and instability.By the end of 2025, JPMorgan plans to let institutional clients use Bitcoin and Ethereum as collateral for loans—a radical integration of crypto assets into the traditional credit system that comes at a moment when the financial foundation beneath that system is starting …
