Independent thinking for complex markets and current events
This covers everything. Mortgages auto student and corporate debt all ready to blow. 2008 was small compared to what builds now. System too leveraged and one shock ends it. Private credit defaults and commercial real estate stress reports keep growing.
Trump on Iran: "We've already got the nuclear material" pic.twitter.com/5YEiWp3TXu — Aaron Rupar (@atrupar) July 8, 2026 I’m confused. Also today: Trump: Any time we hit Iran, oil goes up a little bit. It's all right. We're de-nuking it. We're de-nuking Iran. pic.twitter.com/Yva8TBkzJm — FactPost (@factpostnews) July 8, 2026 AC
Cooked. RIP housing. Keep in mind once we get past July 4th, the selling season is essentially over. Kids are back to school soon. Nothing much will move until next spring. 💀 https://t.co/DYf5Dnl94z — QE Infinity (@StealthQE4) July 1, 2026
Rand Paul says executive order was never enough to fix birthright citizenship permanently. He already filed a constitutional amendment earlier this year to change it. Rep. Andy Ogles introduced the “Anchors Away Act.” The bill aims to block certain pregnant foreigners from entering the US to give birth. Goal is to stop birth tourism and …
The AI trade may have a problem that Wall Street did not fully price in. The product is getting cheaper. Fast. 🔴Hyperscaler stocks are now directly tracking AI token prices: The UBS Hyperscaler Basket, including Amazon, Microsoft, Meta, and Alphabet, is down -13% since the early June peak. This is closely mirroring the decline in …
South Korea’s stock market just showed how nervous investors are about one idea: Pay taxes on gains you have not actually collected. The KOSPI crashed almost 10% on June 23. Trading was halted for 20 minutes after the market hit a circuit breaker. The damage hit the heart of Korea’s market. Samsung and SK Hynix …
Canada passed Bill C-9 (Combatting Hate Act) on June 18, 2026. It received royal assent and comes into force July 18. The law adds new Criminal Code offences: intimidating or obstructing people from accessing places of worship, schools, community centres, and other identifiable group spaces. It creates a standalone hate crime offence and bans certain …
by Michael Global food supply chains are under threat like never before. The war with Iran has created a worldwide fertilizer crisis, diesel prices have risen to very painful levels, and farmers in the U.S. have been dealing with an epic multi-year drought. Now a “Super El Niño” is here, and Fox News is telling …
I guess no one has jobs? — HavocActual (@havocactual311) June 18, 2026
There was a time when major companies were launching NFTs. Mainstream media coverage. Sold by top auction houses. All kinds of contrived “use cases”. Now it’s an irrelevant asset with bagholders who are not getting their money back. I think it’s a microcosm of how BTC is going to fail. The critical mass of gamblers …
by Michael Well, that ceasefire certainly didn’t last long. As you will see below, there was extensive fighting in Lebanon on Monday. Those that believed that the “memorandum of understanding” would somehow magically bring peace to the Middle East have already been proven wrong. In many ways, it is starting to look a lot like …
6.2 million Americans want a job but aren’t counted They stopped looking so they vanish from the stats Long-term unemployed keeps climbing while the headline rate sits still 6.2 MILLION AMERICANS WANT JOBS. NONE OF THEM ARE "UNEMPLOYED." The unemployment rate held at 4.3% in May. To be counted in it, you have to be …
Iran claims the agreement forces permanent ceasefire there right now Israel flat out rejects it and says Lebanon stays their fight Senior Israeli official warns they won’t accept even if it sparks clash with Trump Netanyahu already told US Israel is not signing on IRAN’S SECURITY COUNCIL SAYS US-IRAN DEAL INCLUDES IMMEDIATE AND PERMANENT END …
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 …
Thread nails it everyone obsesses over spotting the next bubble… Bear case – people buying SPCE thinking it's SPCX. Meme trades are back. pic.twitter.com/tpvCzsFqXf — StarBuccaneers (@Starbuccaneers) May 30, 2026 All the usual suspects like capex slowdown circular funding inflation get dissected nonstop… Over emphasis on risks means only a totally original unseen smoking gun …
🇨🇦 Cops in Vancouver pulled this guy over and told him he had to come with them because a psychiatrist certified him under the Mental Health Act. "What is going on? I've never been given a psych eval. He just looked at me and said you're certified."pic.twitter.com/kHJNq9Gqgw — Mario Nawfal (@MarioNawfal) May 25, 2026 Factcheck: …
If that’s the case, then you already have your wish. pic.twitter.com/aAxXy8ZXIN — Steve · Millionaire Habits (@SteveOnSpeed) May 20, 2026 The rich pay the most. pic.twitter.com/DciO0Sv0TO — Jim (@jimvski) May 20, 2026
AI looms over every entry level gig while these kids mock their own diplomas… Young Americans graduate knowing four years of debt buys unemployment or housewife status… Americans graduating college already know they have no chance in this job market and will end up with low paying jobs “Hi, my name is Layla. I’m getting …
by Michael Global health authorities are extremely concerned about an outbreak of Bundibugyo virus disease in the Democratic Republic of the Congo. The death toll has already reached triple digits and new cases have been detected hundreds of miles away from the original outbreak. BVD is a type of Ebola disease, but unlike other types …
by Martin Armstrong The United States has crossed a threshold that historically marked the beginning of sovereign debt crises for empires throughout history. According to newly released figures, U.S. debt held by the public has now surpassed 100% of GDP for the first time since World War II, reaching roughly 100.2% as public debt climbed …
Lawmakers cry poor while locked into insider tips the rest of us would get jailed for… Cry me a river for the 174k club while my rent eats half my check, clowns… Ban their trading or watch the corruption rot everything left, no mercy… The average salary in America is around $60k. How do you …
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 …
This is how it should be done pic.twitter.com/rOe8CPXT4i — Michael Redman (@4closureFraud) May 6, 2026
Jet fuel crisis from Middle East chaos slashes thousands more flights to Spain and Portugal. Brits face ruined summer holidays as airlines axe routes and warn of mass cancellations. EU admits very likely disruptions with sky-high ticket prices while contingency plans get dusted off. Budget carriers already gutting schedules as the perfect storm hits peak …
via Exact-Paramedic-3357 Someone asked me this in another post and honestly it’s the kind of question that if you haven’t asked yourself yet you probably haven’t thought about this deeply enough. Everyone’s too busy debating which coin is going to moon or whether crypto is a scam. Meanwhile the actual architecture of what comes next …
Newsom is drawing a line in the sand on this one. On Monday, April 27, the “2026 Billionaire Tax Act” officially cleared the signature hurdle to land on the November ballot, and the Governor isn’t hiding his frustration. He’s calling the proposal “really damaging” and “makes no sense” for a state that already leans on …
AMD wins the chart bubble race- but with a pe ratio of 133 and the nect 16 years of sales priced in – Look out below = PUTS byu/Salt_Yak_3866 insmallstreetbets Directionally you can be right, but if you’re wrong on the timing you might as well be wrong on both.
The world is moving back toward a debt level that used to be associated with the aftermath of major wars. According to the IMF, global public debt reached 93.9% of GDP in 2025 and is projected to hit 100% by 2029. What makes that more striking is that this is not the result of one …
