Independent thinking for complex markets and current events
BREAKING: Europe spent four years escaping Russian gas. It cut dependence from 40 percent to under 10 percent. It built LNG terminals. It signed long-term contracts with Qatar. It celebrated energy independence. Then America bombed Iran. Iran closed the Strait of Hormuz. Qatar declared force majeure. And European gas prices nearly doubled in a month. …
SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/615qtOBOAZ pic.twitter.com/KlUrlbZfiM — JustDario 🏊♂️ (@DarioCpx) February 12, 2026 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They’re using something called conduit financing, where a special purpose vehicle borrows the money, builds the …
Back in October, foreigners sold a massive $61.2 billion in LT UST assets, the most since April. While that may sound like the “sell America” and Treasury rejection narrative from the summer, it’s actually proof that the Fed’s bank reserves are irrelevant. Remember October? Repo rates soaring. Use of the Fed’s repo facility skyrocketed. Cockroaches …
"70% chance of the gov’t shutdown lasting 11 – 15 days" – JPM — zerohedge (@zerohedge) September 30, 2025 The US government is potentially going to shutdown in less than 18 hours as Democrats/Republicans are deadlocked to fund government spending. 54% of the time Stock Markets go up during the shutdown and 46% of the …
The latest tax and spending bill, dubbed the “Big Beautiful Bill”, has sparked outrage over its glaring disparities in benefits. While the wealthiest Americans stand to gain $70,000 in tax cuts, the average worker will receive a mere $1,700. This is not tax relief for the middle class. It is a windfall for the rich, …
Oil is in free fall lately. $58 today. This is one of the first signs of a recession. We’re getting to price levels near what it costs producers to pull it out of the ground. On the bright side it helps with inflation because it’s a major input cost for mfg. pic.twitter.com/NIdahDZX6m — QE Infinity …
2025 Consumer Sentiment Statistics Only 1 in 4 Americans (26%) feel better off economically now than they were in September 2024. Meanwhile, just a third (34%) expect to be better off in six months than now. Nearly 2 in 3 Americans (63%) don’t believe the U.S. government is taking the right actions to address economic …
Home prices and mortgage rates are high but haven’t hampered demand for what Toll Brothers calls its “luxury niche.” That niche is made up of empty nesters, rich millennials, and wealthy buyers who are inoculated from housing market swings. “Demand for our homes continues to be supported by our affluent customer base,” Toll Brothers chief executive and chairman …
The transit service for the Washington, D.C., metropolitan area is now using police officers to enforce bus fare payments, amid 70% of riders not paying and losing nearly $50 million annually in recent years, according to news reports. “We’re not interested in citations. We’re not interested in arrests. The less citations and less arrests, that’s …
🔥🔥ULTRA MAGA Crowd outside Madison Square Garden in NYC. 🔥🔥 Show this Post to Kamala’s Internal Polling “Instincts” 🤣😤😆 pic.twitter.com/VGRfOXJNIT — MAGA Man (@MAGAMan2A) October 27, 2024 INCITEMENT: Tye Democrats have turned Americans from every walk of life, every race, every creed into Nazis. Americans aren’t buying it MSNBC! pic.twitter.com/6nxhbwqz1N — @amuse (@amuse) October 28, …
Kamala Harris once said a "70% to 80% tax rate" and saying "every car should be eliminated in the next 11 years" are "bold ideas that should be discussed" 🥴 pic.twitter.com/ATHOuLLk78 — RNC Research (@RNCResearch) July 23, 2024 Reminder: Kamala Harris endorses universal healthcare and Medicare-for-all for illegal immigrants. There are b1 billion poor people …
https://www.reuters.com/world/us/one-death-reported-burning-man-thousands-stranded-mud-rain-2023-09-03/ They’re being told to Shelter In Place And Not to Leave They Are Under Lockdown Proof: All Roads Closed AC
https://twitter.com/BernieSpofforth/status/1663795870142169089?ref_src=twsrc%5Etfw By the Numbers: Bill and Melinda Gates rank as WHO organization’s 2nd biggest donor The U.S. funds more than 20% of the WHO’s budget and was the organization’s largest donor before President Trump announced he would be halting any additional funding for to the organization. h/t Little Lost