Independent thinking for complex markets and current events
As ABC executives reportedly weigh a major shakeup at the network, Trish Regan predicts that Whoopi Goldberg may likely be fired and The View canceled in 2026, signaling a dramatic end to the long-running daytime show.
Unemployment is rising – and most job creation is coming from one sector: Healthcare. This trend reveals a deeper imbalance: Fewer workers paying taxes, more people living on benefits and growing inflationary pressure across the economy… By Peter Reagan Listening to media talking heads and politicians about the economy can leave you confused and wondering …
Supreme intervention / coordination with Admin on the ‘grand’ TACO -> stimulus checks coming next year & likely a number of other policies of similar nature Hoover vibes pic.twitter.com/uGrNTjtjyu — Don Johnson (@DonMiami3) December 15, 2025 Even though the Nasdaq is not down a lot from its ATH, underneath the index some of the areas …
As of Dec. 8, 2025, 42 incumbent members of the U.S. House of Representatives—19 Democrats and 23 Republicans—have announced that they will not seek re-election in the 2026 election cycle. Of the 42 U.S. House incumbents who are not seeking re-election: Fifteen—10 Democrats and five Republicans—are retiring from public office. Thirteen—seven Democrats and six Republicans—are running for the U.S. Senate. Twelve—one Democrat and 11 Republicans—are running for governor. One Republican is running for state attorney …
Jeff Gundlach on 2026 Positioning TLDR: > Long the belly (2-10 year maturities) > Long commodities > Long $GLD > Long high-quality fixed income > Long EM fixed income > Long non-US equities < Short USD $DXY < Short long-duration $TLT < Short private credit < Short high yield https://twitter.com/zoomyzoomm/status/1999682682641613283 https://twitter.com/zoomyzoomm/status/1999683233710272667
🚨BREAKING: Bank of Japan is planning to hike rates on the December 19th meeting. Bloomberg reports that some internal sources say the BOJ is planning to even do more rate hikes in 2026. This is the reason behind the massive dump we are seeing in the market today. pic.twitter.com/DrdTzaQZ0M — Bull Theory (@BullTheoryio) December 12, …
GUESS WHO’S BACK? Kalshi now assigns a 43% probability of a U.S. government shutdown on January 31, 2026, the highest level since the 2025 crisis. Goldman Sachs estimates a 40–50% risk, while JPMorgan puts the odds at 20–40% for a lapse in early 2026. Both firms say a short… pic.twitter.com/4AkcBdQhG8 — *Walter Bloomberg (@DeItaone) December …
https://twitter.com/NorthmanTrader/status/1998841788585365948 Fed Chair Powell: Total PCE rises rose 2.8% over the 12 months ending in September. Excluding the volatile food and energy categories, core PCE prices also rose 2.8%. These readings are higher than earlier in the year, as inflation for goods has picked up, reflecting the effects… pic.twitter.com/q8MPm5lCA6 — FactPost (@factpostnews) December 10, 2025 …
$JPM 👀 pic.twitter.com/I9AEkddf7K — Godzilla Trader 🦖 (@David_Tracey) December 9, 2025 JPMorgan shares drop as bank warns of fragile consumers, higher costs Investing.com — JPMorgan Chase (NYSE:JPM) stock fell 4.3% by 2 pm Tuesday after the bank’s consumer and community banking CEO Marianne Lake warned of a “bit more fragile” consumer environment and projected higher-than-expected …
The latest run of global economic data points increasingly toward a synchronized slowdown in which cyclical weakness is colliding with long-standing structural constraints. The result is growing evidence that policy transmission is breaking down across key economies. China’s contractionary signals are intensifying, US labor and housing data continue to drift downward despite headline stability, and …
The Benner Cycle Predicts that 2026 will be the year of high prices and the time to sell, but is it correct?
If you thought Jerome was loose with the stimmy gun…Hassett about to turn the Fed into a full blown meme factory. I came prepared: pic.twitter.com/H7Dg5Onhpc — MortgagesByM (@MortgagesByMB) December 2, 2025 President Donald Trump said over the weekend that he has chosen the next Federal Reserve chair, a decision unfolding as affordability pressures continue to …
via Phoenix Capital Research The financial system is currently undergoing a tectonic shift from paper assets to hard assets. And this has the potential to create life-changing profits for those who invest accordingly. There are two reasons for this tectonic shift: The AI technology race is now a matter of strategic importance to the U.S. …
Wow. Tax refunds in 2026 are now projected to be the "largest in American history" pic.twitter.com/IWzZ8r4COd — Geiger Capital (@Geiger_Capital) November 26, 2025 Federal tax refunds often represent a family’s single largest check of the year, and next year’s refunds could be even bigger, with the average payment set to increase by about $1,000 per …
MORGAN STANLEY: BUY THE DIP NOW FOR 2026 GAINS Michael Wilson says the current stock market pressure is a tactical correction caused by Fed liquidity jitters, NOT fundamental deterioration. 🔸 The damage “under the surface” suggests the correction is nearing its end. 🔸 Wilson remains highly bullish, expecting the Fed to cut rates and forecasting …
Trump buying quite a bit of long duration muni bonds. (Alongside 2026 maturities) Take it for what it is worth. https://t.co/uxQqkbOa2v — Mr. VIX (@yieldsearcher) November 22, 2025 U.S. President Donald Trump bought at least $82 million in corporate and municipal bonds from late August to early October including new investments in sectors benefiting from …
via Phoenix Capital Research A tsunami of liquidity is coming to the financial system. Globally, central banks have begun the next major easing cycle with a jaw-dropping 320 rate cuts already implemented since the cycle began a mere 24 months ago. And every major central bank is now easing: The European Central Bank (ECB) has …
by Michael When you look at that cover, what stands out to you? To me, the fact that there are so many symbols relating to war really got my attention. There is a huge red tank on one side of the cover, and another huge red tank on the other side of the cover. At …
US grocery prices have never been more expensive: The average cost of groceries for a family of 4 is now up to a record $1,030/month. This marks a +$280 increase since January 2017, when the average family spent $750 a month. In 2021-2022 alone, grocery costs surged by +$150. To put this differently, a family …
Germany will require all men to register for potential military service from 1 January 2026, with compulsory service to be reintroduced if volunteer numbers fall short of targets set to meet NATO commitments. “Modern military service is coming,” said Jens Spahn, Chairman of the ruling CDU/CSU parliamentary group, in a press statement. “We will have …
In our annual guide, we examine the important themes, trends and events that will shape the coming year. Explore The World Ahead 2026 https://t.co/l2KWBWNJRL Illustration: Andrew Rae pic.twitter.com/uhLxsUhbtr — The Economist (@TheEconomist) November 12, 2025
As debates over SNAP funding intensify, one uncomfortable truth stands out: Tens of millions of Americans now rely on “temporary” aid programs. Brandon Smith of alt-market.com explores the im-plications for the larger U.S. economy… By Brandon Smith There’s a lot of black-pilling Republicans out there this week after a handful of elections in the northeastern …
🚨🚨🚨🚨🚨Why This Is Dangerous:– The CMBS delinquency surge shows credit deterioration = actual defaults!– The FDIC unrealized loss chart shows valuation deterioration/paper losses👇– Both stem from higher interest rates and falling asset prices, meaning the stress isn’t… pic.twitter.com/EXMXRBrJ9q — James Sullivan (@SullivanJam) November 6, 2025 – Office property loans show record delinquencies at 11.76%. – Banks reduce …
BREAKING REPORT: Nancy Pelosi, 85, will not seek reelection in 2026, marking the end of her time in Congress. pic.twitter.com/e6zJQRDwfX — Breaking911 (@Breaking911) November 3, 2025 Pelosi to make announcement next week on her future in Congress. Democrats are bracing for the possible retirement of Speaker Emerita Nancy Pelosi, one of the party’s most powerful, …
Australia’s CSL said on Thursday its vaccine arm, CSL Seqirus and Vaccine Industrial Company, had inked a deal with Saudi Arabia’s Health Ministry to localize manufacturing of cell-based seasonal and pandemic influenza vaccines. The deal comes a few days after biotech firm CSL said it was no longer targeting to complete the spin-off of Seqirus …
🚨 2026 RECESSION ODDS UP TO 49% pic.twitter.com/sb2XNapYJW — Micah (@micah_erfan) October 28, 2025 So if we layoff everyone to increase margins this year, who will have money left to buy your products next year? https://t.co/1h0rTviPXw pic.twitter.com/2kAtdSgs2B — Boring_Business (@BoringBiz_) October 28, 2025 https://twitter.com/NorthmanTrader/status/1983199726452494695 The labor market is clearly weakening. Recent layoffs: 1. UPS: 48,000 …
California Governor Gavin Newsom, a leading Democratic critic of President Donald Trump, says he will consider running for the White House in 2028 after the midterm elections next year.
https://www.youtube.com/watch?v=21JzcHHS-QE A new memo has been unearthed, showing that the Trump Administration is preparing to mobilize National Guard troops across the nation by April 2026 to stop potential uprisings amid the nationwide No Kings protests and violent anti-ICE protests in cities like Chicago, Illinois, and Portland, Oregon. This comes after the Trump administration won a …
by Michael An absolutely gigantic space rock that has a mass larger than 33 billion tons will be making its closest approach to Earth on December 19th. We are being told that this gigantic space rock does not pose a threat, but all of a sudden a “special training exercise” that is exclusively focused on …
🚨🚨RED ALERT!!! Texas just opened the gates to digital tyranny. SB2420, a dystopian UK-style online ID law, will force Texans by Jan 2026 to verify their age to access the most basic online services marking the first step towards nationwide Digital ID. pic.twitter.com/wCBUIq6TWy — ZeeeMediaOfficial (@zeeemedia) October 16, 2025 Starting on January 1, 2026, Apple …