Independent thinking for complex markets and current events
Food banks in multiple states reported record demand in April as more families struggled with high grocery prices. Several large networks said they distributed 20-30 percent more food than the same period last year. Many working families who never used food assistance before are now showing up. Donations are struggling to keep pace with the …
Buyers finally get a breather as the everything bubble in housing starts to leak air. Meanwhile, the home price-to-income ratio is still very, very high. pic.twitter.com/kafzqXrATR — 𝙨𝙤𝙧𝙩𝙤𝙫𝙖𝙠 (@sortovak) May 6, 2026 The Fed/BLS have a CPI Shelter measurement problem. Rents have been rolling over for years too. pic.twitter.com/81bbHx7RsX — remi (@remi427707) May 6, 2026 …
Severe droughts developing throughout the US are causing several states to impose water restrictions, as some American towns fear they will run out of water within weeks. The US Drought Monitor, the nation’s weekly map showing where and how severe drought conditions are, has warned that the situation has already reached ‘extreme’ or ‘exceptional’ levels …
Notice, this never lasts. Homes are CURRENTLY priced at 2.75% mortgage rates. https://t.co/Qp5Z1P2x0l — Darth Powell (@VladTheInflator) May 2, 2026 We are living through one of the largest artificially inflated real estate bubbles in history. Zero rates. Massive stimulus. Record speculation. Now the unwind begins. pic.twitter.com/GldAUS1HeJ — Jon Brooks (@jonbrooks) May 3, 2026 Housing supply …
Earnings beat but everything else is collapsing now. Why would people buy houses when AI is replacing their jobs. Here are the numbers for $SPY earnings +27.8% vs +13.9% est. Big tech is absolutely smashing analyst estimates pic.twitter.com/J2ytNQYuqr — Simplifying Stocks, CPA (@FinFluentialx) May 1, 2026 Tech layoffs are skyrocketing: Tech companies announced 81,747 layoffs …
Layoff tracker confirms 92,272 global cuts since January 1st… Oracle, Meta, and Snap lead “Restructuring” wave to fund chip binges… Corporate mantra: “Replacing human labor with personal super-intelligence”… Restructuring shock: Meta cuts 10% of staff to “offset” $145B AI infrastructure bet… 900 tech jobs lost every day this year so far. Computer science grad unemployment: …
The guy who tried to turn the media gala into a massacre is staying behind bars for now.. Cole Tomas Allen didn’t enter a plea.. instead he bragged about his master’s degree in computer science while US Marshals held him down.. The Feds are saying he sprinted past the first line of security with a …
Latest updates at the top: Trumps demand ABC fire Jimmy Kimmel over morbid joke Melania Trump blasts “hateful and violent rhetoric” in rare public statement… Conflict flares as Disney faces mounting pressure to dump late-night host… Trump: “Beyond the pale… Kimmel should be immediately fired for this”… White House: Rhetoric “legitimizes violence” following weekend …
Latest updates at the top: Texas tornado path: At least 2 dead as twisters level northern towns Severe storm cells destroy homes and power infrastructure across the panhandle… Emergency crews search through debris as “catastrophic” damage reported… National Weather Service warns of “secondary surge” moving into Oklahoma… FEMA assets deployed to support local search and …
A 31-year-old guy just charged a Secret Service checkpoint with a long gun and knives.. He almost made it into the ballroom at the White House correspondents’ dinner.. Trump was rushed out while people were still eating their first course.. He just stood in the White House and promised this wouldn’t stop the war in …
As the U.S. labor market continues to adjust to automation and shifting consumer demand, a growing number of companies have confirmed layoffs scheduled to begin or take effect throughout the month of April. The companies include major companies such as Perdue Foods, as well as insurance companies such as Blue Shield of America. Why It …
Investors are cashing-in massive profits from the oil trade: The United States Oil ETF, $USO, has posted -$900 million in outflows so far in April, on track for its largest monthly withdrawal since the 2009 record of -$1.2 billion. Still, the ETF is up +2% month-to-date, after rising as much as +100% from January to …
Latest updates at the top: Palantir wins $300M USDA deal to build ‘One Farmer, One File’ Database 🇺🇸 Trump is reportedly planning to fire FBI Director Kash Patel The man he handpicked for the job, the loyalist, the one who was supposed to clean house. The reason is apparently negative coverage around Patel. Trump is …
Latest updates at the top: Trump admin just slapped new sanctions on a China-based oil refinery along with dozens of tankers and crypto wallets tied to Iranian shipments as Hormuz seizures drag on. Trump is using a “two-track” strategy today: sending his top private dealmakers to Islamabad while surrounding Iran with the largest naval carrier …
Latest updates at the top: While the Israel-Lebanon ceasefire was extended by 3 weeks, the Iran-US ceasefire remains on a knife-edge. Pakistani mediators are teasing a breakthrough by Sunday, but the “shoot and kill” order suggests the US is losing patience. Rumors of a leadership split in Tehran are being amplified by the White House. …
Latest updates at the top: GOVT TO RESCUE SPIRIT AIRLINES… USA could own 90% in $500 million plan… Bessent Backs Bailout for UAE… ‘Many’ allies asking for financial help… South Korea margin loans just smashed a new record at 34.3 trillion won — that’s roughly $23-25 billion.It basically doubled in the last year. Retail investors …
Latest updates at the top: JUST IN: 🇮🇷🇺🇸 Iranian official says "Trump's ceasefire extension is an attempt to buy time for a surprise strike." "Extending the ceasefire has no meaning." — BRICS News (@BRICSinfo) April 21, 2026 Yeah, Iran isn’t coming to the table. They are telling Trump to put up or shut up https://t.co/NNcB1xxEKK …
APRIL 29TH IS A BIG DAY. Microsoft, Google, Amazon, & Meta all have earnings…on the same day. The last time that happened? October 29th, 2020. So the question is…if you had to listen to only one earnings since all of them conflict, which one? For me, it's $META. pic.twitter.com/4Odg52UJz4 — amit (@amitisinvesting) April 21, 2026 …
Latest updates at the top: 2 U.S. Embassy “staffers” die in Mexico during a “drug operation” but they did not have permission from Mexico Federal Agencies. Former Pakistani diplomat Javed Hafeez said Iran stands firm on its right to enrich uranium for peaceful purposes under international law against Trumps demand to eliminate it entirely. United …
Latest updates at the top: Q: "The Treasury Secretary said yesterday that the Federal Reserve should wait and see about this Iran war before lowering interest rates. Do you agree with that?" President Trump: "No, I don't agree. I think we should have lower interest rates." pic.twitter.com/qm8UbHi2yh — CSPAN (@cspan) April 16, 2026 Hedge funds …
Latest updates at the top: After a chaotic morning in the strait of hormuz both sides have gone completely quiet. Markets priced in a Sunday meeting that no longer exists while the ceasefire clock ticks down. Iran’s top negotiator Qalibaf tells state TV there has been some progress in negotiations with the US but there …
Latest updates at the top: BREAKING: Dozens of ships are making U-turns in the Strait of Hormuz, heading back into the Persian Gulf after surging toward it following Araghchi's "completely open" declaration, per MarineTraffic data. Iran had warned earlier today that the opening would be "practically… pic.twitter.com/e04F1tOC8z — The Hormuz Letter (@HormuzLetter) April 17, 2026 …
Latest updates at the top: The ‘new homeowner penalty’: If you bought a house recently, you had historically bad real estate timing Spain at risk of housing bubble as Madrid attracts wealthy foreigners Foreclosure surge sweeps nation… Has the Age of the Mega-Layoff Arrived? CHEVRON exec says Americans should drive less… BREAKING: After meeting with …
Latest updates at the top: The federal government subpoenaed Reddit via a grand jury in Washington, D.C., seeking to unmask an anonymous user who posted criticism of ICE and immigration policies. An anonymous Reddit user is now challenging the subpoena in court on First Amendment grounds. Canada, Britain, Australia, Japan call for ‘urgent end to …
US March PPI headline prints at 4.0% YoY vs 4.6% consensus; The herd is celebrating the “miss” while ignoring the 0.5% MoM jump that signals a structural floor in input costs. You’re buying the headline “relief” while the monthly trend remains broken; this is the definition of a bull trap. Core PPI (ex-food/energy) hits 3.8% …
U.S. and Iran are still communicating after talks collapsed, discussing a possible second round in Islamabad as early as this week before the April 21 ceasefire deadline The U.S. naval blockade is fully active, with minesweepers clearing mines in the Strait of Hormuz, while some Iran-linked ships still pass and overall shipping remains heavily suppressed …
Latest updates at the top: Trump told Fox News that America’s operations and blockade against Iran are still underway and not finished, while Vice President Vance described the current ceasefire as fragile and dependent on Iranian compliance after talks in Islamabad failed to produce a deal. The IMF has abruptly downgraded 2026 global growth to …
NEW: Pakistan, Egypt, and Turkey are continuing talks between the US and Iran despite the incoming US naval blockade, with the ceasefire set to expire on April 21, per Axios citing a US official and a regional source. Main details include: 1. The Turkish and Egyptian foreign ministers held separate phone calls with their Pakistani …
BREAKING: Iran says that if Trump carries out his Strait of Hormuz blockade on April 13th, Iran will respond by taking control of the Bab el-Mandeb Strait to the Red Sea with the Houthis. This would cut off another 12% of global energy supply, bringing the total shortfall to 32% https://t.co/I6NYNFOHoi — Financelot (@FinanceLancelot) April …
