Independent thinking for complex markets and current events
On Tuesday, April 14, at the HSBC Global Investment Summit in Hong Kong, CEO Georges Elhedery said something on live Bloomberg television that should have detonated every energy desk on earth. It did not. Because nobody is reading what it actually means. “The highest I’ve seen, and I’m hoping we don’t see more of that, …
Buy used. No car payment is one way to get rich. There are many others. AC
via Phoenix Capital Research A cease-fire has been declared between the U.S., Iran and Israel…. But the damage has already been done from an inflationary perspective. I’ve already delved into the inflationary impact that the Iran War will have on the data and real economy going forward. By quick way of review: The only data …
by Martin Armstrong The Federal Reserve’s preferred inflation gauge, the Personal Consumption Expenditures index, rose 0.4% in February alone and is now running at 2.8% annually, while core inflation, which strips out food and energy, is still sitting at 3.0%. That is not progress. That is stagnation well above the Fed’s 2% target, and it …
by Michael Even the mainstream media is now openly admitting that shortages are coming. But right now I am seeing so much apathy about the war in the Middle East and the global supply chain disruptions that are happening right in front of our eyes. So many people seem to be convinced that the war …
In another word: the Iran war won’t be over anytime soon. https://t.co/KtpfVflPrD — SwingTrader (@SwingTraderQ) April 3, 2026 This is absolute insanity. NO ONE WANTS THIS! “America first” my *ss. The last thing he cares about are the American people. That’s become very clear. https://t.co/Rh7OzXRBKe — QE Infinity (@StealthQE4) April 3, 2026 The biggest problem …
via notayesmanseconomics Over the past 24 hours the European Central Bank has received a couple of pieces of rather unwelcome data.We can start with what is its modus operandi. Euro area annual inflation is expected to be 2.5% in March 2026, up from 1.9% in February according to a flash estimate from Eurostat, the statistical office of the European …
The conditions for a commodity upcycle are already forming byu/normaldudeitsfine inworldinsights More attention is now being drawn to the fact that the environment which has supported equities and fixed income for years is starting to shift. The era of cheap money is gradually fading, and the market is beginning to look for alternatives. If you …
Reporter’s summation of today’s episode from Frontline Africa news podcast: Five things you should take away from this episode. The number one thing is that this is now a four-front war. Iran from the east, Hezbollah from the north, the Houthis from Yemen in the south, the Iraqi militias hitting American targets across the Middle …
🚨🌍 THE WORLD HAS 2–3 WEEKS BEFORE COLLAPSE Luke Gromen says supply chains are already cracking under pressure. He says if nothing changes, the global economy won’t hold much longer.@LukeGromen https://t.co/QYajJHCA85 pic.twitter.com/T4PyWG3vRl — Mario Nawfal (@MarioNawfal) March 26, 2026 Per Grok: If the US-Israel-Iran war extends another 2-3 weeks (now ~4 weeks in): – **Energy**: …
by David Haggith It suits the president well. Iran flat-out rejected Trump’s “peace plan” today (again) and continued its attacks around the gulf and at Israel where missile interceptors seem to be stretched a little thin now in their ability to shield the public, almost like Israel is running triage to save their use now …
Something is shifting in America, and more people are starting to feel it every single day. The cost of living keeps climbing, good-paying jobs are disappearing, and the financial foundation that generations built their lives on is starting to look a lot less stable than it used to. In this video, we react to some …
The 2008 parallels aren’t subtle anymore. Let me lay them out: ✓ Credit bubble reversing ✓ Shadow banks gating investor redemptions ✓ Forced asset sales to raise cash ✓ Collateral getting marked down (JP Morgan just did this) ✓ Oil shock driving prices toward $100 ✓ Central bankers focused on inflation, the wrong risk ✓ …
The oil market is no longer behaving like a single global system. Walter Bloomberg warns that oil at $125 per barrel would force a global reset. He says higher prices will hit growth, push inflation higher, and create real financial instability. Seth Carpenter of Morgan Stanley lays out the stakes in stark terms. He says …
We’re barely two weeks into the Iran War, and the American public is already being walked — quietly, deliberately — toward accepting refugees by the mainstream media. This weekend, MS Now (formerly MSNBC) ran a segment about Afghan refugees stranded in Qatar. On the surface, it’s framed as a leftover tragedy from the Afghanistan withdrawal …
kristen shaughnessy @kshaughnessy2 “Bank of America has a stark warning for stock investors” “The stock market may be just one bad day away from forcing Washington and Wall Street to act. That is the message Bank of America chief investment strategist Michael Hartnett sent to clients on Friday….. The four market thresholds to watch •S&P …
"According to the report, Iran believes the conflict cannot end unless Trump is shown that the economic, political, and military costs are high enough to make repeating such actions not worthwhile.. Instead, Iran is reportedly insisting on a permanent agreement that would… pic.twitter.com/dYdAxdwpbv — • forallbirdsongs • (@forallbirdsongs) March 11, 2026 *IRAN SAYS TRUCE DEPENDS ON …
Trump Tells UK’s Starmer Thanks But No Thanks on Last-Minute Iran Help: War Is ‘Already Won!’ President Donald Trump told British Prime Minister Keir Starmer his help is not needed in the war against Iran on Saturday, saying “We don’t need people that join wars after we’ve already won!” The president essentially told Starmer “thanks, but no thanks” for …
A rapidly escalating war in the Middle East is now colliding with one of the most fragile global economic environments in decades, and the early warning signs of a major financial shock are already beginning to appear. Most people still see these developments as separate headlines. But they are not separate at all. When you …
They checked off the 7 nations list and now they have 3 new ones: Turkey, Saudi Arabia and Pakistan. Endless wars… General Wesley Clark revealed in a 2007 interview that, shortly after the September 11 attacks, he was shown a classified memo at the Pentagon outlining a plan to attack and overthrow the governments of seven countries …
🚨🇺🇸 BREAKING: The US has spent nearly 2 billion dollars on the war in Iran, according to estimates. pic.twitter.com/uKjI7wFMKe — Jackson Hinkle 🇺🇸 (@jacksonhinklle) March 3, 2026 🚨BREAKING: JESSE WATTERS TURNS ON TRUMP “Gas prices are gonna jump. Mortgage rates are already ticking up. You're gonna see inflation.” pic.twitter.com/cHygnRCxfm — Spencer Hakimian (@SpencerHakimian) March 2, …
HUGE IRANIAN STRIKES rock the US base in Erbil, Iraq. Casualties already reported. Many American troops were inside. Trump is finished. pic.twitter.com/GTTW5QUhK8 — Parody Jeff (@Parodyjeffx) March 1, 2026 BREAKING: Iranian ballistic missile strikes Jerusalem; 7 reportedly injured. pic.twitter.com/Owa39vVUrS — Republicans against Trump (@RpsAgainstTrump) March 1, 2026 https://twitter.com/KimDotcom/status/2028198772015284323 This is a bit embarassing for NBC …
Millions of Americans are waking up every day feeling like something is deeply wrong with the economy. The cost of living keeps climbing, wages are barely moving, and more people than ever are struggling just to keep up with basic expenses. In this video, we take an honest look at what everyday Americans are experiencing …
Imran Lakha | Options Insight @options_insight $NVDA is going to crush earnings. Everyone knows this. That’s the problem. None of us are going to be surprised by good numbers. The question isn’t whether they beat. It’s the second derivative. How much is already priced. How many people already hold the stock. Semis have outperformed software. …
We haven't even had a crisis and credit card loans are already 12.7% serious delinquency. What does this mean? https://t.co/4erneMeCcY — Jon Brooks (@jonbrooks) February 24, 2026 The CEO of McDonald's says that we're now living in "a two-tier economy." " If you're upper income earning over $100,000 things are good, stock markets are near all …
Most people have no idea that democracy would already be dead in America if not for the brave actions of Senators Sinema and Manchin https://t.co/y4LnIjEuyk — Elon Musk (@elonmusk) February 23, 2026
Wall Street Apes @WallStreetApes ABC News investigated and found more than 3,000 data centers are already operating nationwide At least 1,000 more planned Residents near data centers are seeing much as 50%+ increases on their electric bills “ABC7 has also been covering public meetings over proposed data centers and there are questions about water use …
🚨KEVIN O'LEARY just SHOCKED a leftist CNN panel by DROPPING TRUTH on the SAVE America Act! “EVERY country, Europe, France, Switzerland, Australia, SOLVED this problem DECADES ago! A: You gotta be a CITIZEN to vote, and you gotta PROVE IT!” Pass it! pic.twitter.com/0INQds3iqw — Gunther Eagleman™ (@GuntherEagleman) February 17, 2026 Kevin O'Leary finally reached his …
AI productivity bubble: Early adopters are already burning out. “There will be a wake up call and a reckoning for entire sectors who are adopting AI.” Natasha Bernal. pic.twitter.com/raHUrKMIgp — Ewan Morrison (@MrEwanMorrison) February 17, 2026 The market is EXTREMELY confused right now. Software like $ADBE and $CRM are getting nuked because of AI risk. …
There is absolutely nothing wrong with passing family wealth to the next generation. Why is the left so obsessed with inheritance taxes? Not your money, not your business. Get a real job or start a business instead of stealing other people’s money.pic.twitter.com/iCtTDSTXpA — Michael A. Arouet (@MichaelAArouet) February 15, 2026 Passing your already taxed life …