Independent thinking for complex markets and current events
The Senate committee passed the PELOSI Act 8 to 7. Just one Republican voted yes. The bill would ban lawmakers and spouses from owning stocks. The White House is pushing back hard because the bill now includes the president and vice president. “It raises Article II concerns about presidential powers,” says the Office of Legislative …
UPS is closing 73 buildings and cutting 20,000 jobs. Amazon volume is down 50 percent. That’s not automation. That’s collapse. UPS says it’s “reconfiguring the network” but the closures are concentrated in retail-heavy states where consumer demand is evaporating. Q2 revenue fell nearly 3 percent. Peak season plans? Not submitted. That means retailers don’t know …
This is what slow-motion collapse looks like. M2 is ripping, debt is spiking, and faith in fiat is circling the drain. Banking Crisis: Lender of Last Resort 2023 was three times worse than the 2008 GFC. The next crisis will be biblical. 2026? pic.twitter.com/CLU2IcYIA5 — The Great Martis (@great_martis) July 26, 2025 M2 money supply …
Real value needs fundamentals, not just money supply growth. If this is the top, it’s not going out with a bang. It’s setting up a slow-motion reckoning. JUST IN 🚨: Warren Buffet Indicator jumps to most expensive stock market valuation in history, surpassing the Dot Com Bubble and the Global Financial Crisis 👀 pic.twitter.com/xTmDlxJsjB — …
Trump’s latest tax pitch isn’t new. It’s redundant. On July 22, he floated the idea of eliminating capital gains taxes on home sales. The problem? That tax already doesn’t apply to most sellers. Since 1997, federal law has allowed homeowners to exclude up to $250,000 in gains if single, or $500,000 if married filing jointly. …
Three months ago, hotel operators were confident that the consumer downturn they were experiencing would end being a relatively quick pain. After the tariff matter was finally settled, Americans would sure go back to spending as they always seemed to. Instead, a whole bunch of critical and alarming data out just today has poured oceans …
Tom Lee, Fundstrat head of research and CIO, joins CNBC’s ‘Squawk on the Street’ to discuss outlooks on Nvidia, whether there may be catalysts to the upside, and much more.
Market runs on manufactured momentum and ticking clock… $VIX puts are being bought just before $SPY ramps like what's shown below to suppress vol further and cause an automatic rise in equity prices. This also happened yesterday and Monday. They didn't need to do this last week as the momentum trade was on its own. …
If the economy is already "booming," why do we need to cut the rates ? https://t.co/VuNcTJCX3h — Craig Shapiro (@ces921) July 8, 2025 Copper breaks to an ATH today in a monster 13% move. Hmmm … but everyone wants rate cuts. 🤔 pic.twitter.com/TdSJdIv2MT — John (@market_sleuth) July 8, 2025 The sleeper awakes. Inflation under control. …
by David Haggith And, yet, the picture gets worse still looking further forward, based on the labor-market conditions that are building as major trends so far. Just as I expected, the government’s report on jobs Thursday totally contradicted ADP’s Wednesday payroll data report. The stock market ignored the abysmal ADP report but then soared with …
The $37 trillion debt is a symptom of D.C.’s addiction to reckless spending. Since 2019, federal outlays surged 51.7% to $6.7 trillion annually, while interest payments alone hit $1.71 trillion—enough to fund NASA for 68 years. The Cost Estimates Improvement Act (H.R. 991) tries… — Watch DOGE (@dogeai_gov) July 1, 2025 "To preserve our independence, …
Market watches closely insiders cash out near highs… Jeff Bezos just filed for his sale of 3,324,926 shares of Amazon $AMZN bringing in ~$736.7M (Pre-Tax) Bezos is now ~13.3% of the way through his most recent filing to sell shares pic.twitter.com/RFzgokdUO0 — Evan (@StockMKTNewz) July 1, 2025 Amazon founder Jeff Bezos unloaded more than 3.3 …
They're already talking about regime change in Iran and taking all of their oil. Iran has the 3rd largest oil reserves in the world.Was this really about "WMDs" and "protecting Israel?" 😉 https://t.co/i805klxzzE pic.twitter.com/3v5cZpzUX9 — Financelot (@FinanceLancelot) June 16, 2025 What’s the “bull” case for Iran here? -proxies are toast (Yemen, Syria, Gaza, Lebanon) -missles …
“We can't take farmers and take their people and send them back because they don't have what they are supposed to have.” – Trump 2 days of protests in LA, and Trump is already TACO’ing on illegal immigration! pic.twitter.com/Qhvwlaap2m — Spencer Hakimian (@SpencerHakimian) June 12, 2025 🚨 BREAKING: Trump just said an executive order is …
It doesn’t matter if your mortgage is gone. You’re still not free. If you own a home, you’re still on the hook for a bill that never stops growing. You may think you’ve paid off your house, but the government says otherwise. You still owe them every year just for the privilege of staying in …
“What are you hoping to achieve with a 50% tariff on the EU?” “They will send their companies into the U.S.” – Trump “Are you looking for a deal in 9 days?” “I’m not looking for a deal. We’ve already set the deal at 50%.” – Trump 🤡🫵 pic.twitter.com/8aTEd0ankC — Spencer Hakimian (@SpencerHakimian) May 23, …
The bottom 75% of Americans are in recession We’re at the point now where it’s really not debatable How long can the rich prop up the economy? pic.twitter.com/blRK3VoBJS — George Gammon (@GeorgeGammon) May 8, 2025 “.. We’re seeing pushback on items as small as taxi journeys.” 👇🏼 pic.twitter.com/GGbzOXAoq1 — Kalani o Māui (@MauiBoyMacro) May 8, …
The Wall Street Journal claimed Tesla’s board was quietly searching for Elon Musk’s replacement, but board chair Robyn Denholm says that’s completely false and WSJ knew it before publishing. Denholm directly denied the story, reaffirming Musk remains CEO and the board has full confidence in him. The article cited anonymous sources but admitted it wasn’t …
by Michael China is normally the largest export market for U.S. agricultural products. In a typical year, we sell tens of billions of dollars worth of agricultural products to the Chinese, but now that door has been slammed shut thanks to the extremely high tariffs that China has imposed on U.S. imports. If that door is …
South Korea is bailing out small businesses. China is injecting $80B into its banking system. Factories are furloughing workers. Bond markets are collapsing. The Bank of Korea froze, paralyzed by “uncertainty,” but will be forced to cut rates again. The PBOC — despite trying to exit emergency measures — was yanked back in, flooding the …
🇺🇸 HUMANOID ROBOTS ARE ABOUT TO HAVE THEIR “iPHONE MOMENT” Brett Adcock—yep, the guy who made flying cars—is now building robots that walk, talk, and might steal your chores—and maybe your job too. His team at Figure AI built a real humanoid robot in less time than it takes to… https://t.co/PVq2Gl1Kta pic.twitter.com/slAkJLyTpV — Mario Nawfal …
🚨BREAKING: Dr. Oz, the new administrator of Medicare, says they’ve already found BILLIONS in fraud. “If you thought USAID was bad… this will make you shiver.” pic.twitter.com/NGCe90a1WD — Derrick Evans (@DerrickEvans4WV) April 25, 2025
That's the week. Bulls just bought the right shoulder of a head and shoulder top that is equally overbought now as it was on the left shoulder. The "E" stands for Tech earnings. Have a great weekend everyone. pic.twitter.com/PfRP5cq92h — Mac10 (@SuburbanDrone) April 25, 2025 Just a few days to go in the month. This …
U.S. Secretary of the Scott Bessent just called for a Bretton Woods 2.0 They already have a blueprint. He’s saying the current system is failing. He’s telling you a financial reset is coming pic.twitter.com/len43TAhzz — Vandell | Black Swan Capitalist (@vandell33) April 24, 2025 https://twitter.com/shaunrein/status/1915664731425120513
Trump’s Immigration Tactics Obstruct Efforts To Avert Bird Flu Pandemic, Researchers Say Aggressive deportation tactics have terrorized farmworkers at the center of the nation’s bird flu strategy, public health workers say. Dairy and poultry workers have accounted for most cases of the bird flu in the U.S. — and preventing and detecting cases among them …
by David Haggith A new supply-chain crises is storming around us, and shipping is worse than when we were as many days into the Covid lockdowns as we are now into the Trump Tariffs. The stock market has returned to crashing due to dark clouds already thundering all around us because of the Trump Tariffs: …
Layoffs are expected to start within the next month. Also, massive loss of state and local tax revenues derived from tourist spending. Foreign tourism has fallen off a cliff. This is a $100B domestic industry largely concentrated in NYC, southern Florida, southern California, and Las Vegas. Hotels, airlines, restaurants, and tour guides are already feeling …
Markets are moving like nothing’s wrong, but the signals underneath are flashing in every direction. In just two hours, we had the White House deny any tariff delay, labeling headlines as fake, and Trump floated another 50 percent tariff hike on China. On paper, this should have sent markets into a tailspin. Instead, the S&P …
🚨 “Eventually you will see widespread slaughter in Europe” “The trend leads to the widespread slaughter of Europe” “You are seeing a massive increase in the number of attacks in Europe – the Legacy Media downplays these attacks” Elon Musk with a bone chilling warning for the… pic.twitter.com/319wd1rUno — Concerned Citizen (@BGatesIsaPyscho) April 6, 2025
You're missing the best part, 80% of the people who can afford ALREADY OWN pic.twitter.com/BeDXsEK7ap — Darth Powell (@VladTheInflator) March 31, 2025