Independent thinking for complex markets and current events
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 …
Treasury Secretary Scott Bessent is blaming “judicial overreach” for the carrier’s collapse today, saying the blocked JetBlue merger was a suicide pact… United and Delta shares are drifting higher as they prepare to feast on Spirit’s carcass, but the broader sector is terrified of the fuel bill… Budget travelers are finding $400 round-trips for routes …
The “neutral and innocent” fleet started moving at sunrise, Trump has ordered the Navy to “guide” vessels from dozens of nations past the Iranian threat today… Tehran is still reviewing the 14-point peace proposal, the Foreign Ministry says it won’t end the nuclear program just to lift the siege… Gas prices hit $4.45 a gallon …
The “great firewalling” of the global internet is moving from a theory into a messy, technical reality this month. While democratic countries are focusing on targeted rules for kids or piracy, authoritarian regimes have launched a “scorched earth” campaign to kill VPN functionality once and for all. The vibe is no longer about just “banning” …
Microsoft and Alphabet to report earnings; market demands “AI proof” in cloud… Azure constant-currency growth pegged at 38%—anything less triggers a derating… Google Cloud RPO (Backlog) becomes the “Scoreboard” for enterprise AI demand… Hyperscalers projected to spend $185B in 2026; “Revenue miss” is not an option… wow. Thats crazy Big Tech Al Spending 👀! > …
We are now at Day 72 of the Department of Homeland Security being unfunded.. The House GOP is calling this “Brutal Week” because they have to fix the border and the DHS budget by Thursday or the lights go out for real.. While they fight in DC.. a massive corporate war for the “Western Power …
This Iran war advisor does not paint a pretty picture. He has advised every White House since 9/11 on military strategy and bombing campaigns when it comes to Iran. I used to think he was a little nuts but this conflict has progressed exactly as he said it would over a month ago. I imagine …
NEW RECORDS VIA @DNIGabbard @RepRickCrawford ATKINSON TRANSCRIPTS – First Trump Impeachment + Whistleblower Motive Whistleblower met with Democrats on House Intelligence Committee (then led by Adam Schiff) BEFORE reporting his allegations to the Intelligence Community Inspector General. October 2019: then Congressman now @CIADirector Ratcliffe nailed the timeline in a closed door briefing with Intelligence Community …
Next leg down begins NOW. The final piece is locked in: Monthly bearish SMT with $NDX.$SPX tagged the 78.6% resistance. 5-down. 3-up. DONE. The rally was bait. This is the distribution. Destination: Monthly FVG (6178). https://t.co/ws5kI5E4J0 pic.twitter.com/iCTKAxX5i8 — TRIGGER TRADES (@TriggerTrades) April 12, 2026 BREAKING: President Trump is looking at resuming "limited military strikes" in …
President Donald Trump is considering resuming limited military strikes on Iran following the collapse of US-Iran talks, the Wall Street Journal reported, citing officials and people familiar with the deliberations. According to the report, the option under discussion would involve targeted strikes rather than a broader military campaign, aimed at increasing pressure on Tehran. The …
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 Martin Armstrong Europe is now removing any doubt about the seriousness of this crisis, because governments do not tell millions of people to stay home from work unless there is a genuine shortage forming beneath the surface. The European Union has begun urging citizens to work from home, drive less, reduce speed limits, and cut …
No one in this country wants this. https://t.co/Qgxt3DV2CY — QE Infinity (@StealthQE4) April 4, 2026 Reporter: What’s the plan to bring gas prices down? Trump: All I have to do is leave Iran and we’ll be doing that very soon. pic.twitter.com/P7wRIeKT2n — unusual_whales (@unusual_whales) April 4, 2026 If the U.S. destroys Iran's powergrid, Iran destroys …
U.S.-Iran war ‘tax’ begins to hit American businesses and consumers Nick Friedman, co-founder of Tampa-based College Hunks Hauling Junk and Moving, says his business has been facing multiple headwinds. High mortgage rates have dampened the real estate market, while rising insurance premiums are eating into operating costs. Now there’s the U.S.-Iran war and a surge …
With some US Special Forces units already in the region, and with thousands more Marines and Sailors en route, and after Trump earlier floated at least two to three more weeks of major strikes on Iran, the president on Friday morning wrote on Truth Social that “with a little more time, we can easily OPEN …
BREAKING: Iranian presstv reports that Chechen units loyal to Ramzan Kadyrov are ready to deploy to Iran if a US ground invasion begins. pic.twitter.com/ZiesXwSx7Q — Current Report (@Currentreport1) April 1, 2026 BREAKING: 🇷🇺🇮🇷🇺🇸 Russian Chechen combat units officially informed Iran that they are ready to be deployed to Iran to fight alongside Iranian forces if …
Spring has sprung, which means seeds that were planted in late winter are starting to germinate. They’re hungry and will only grow to their full nutritional potential if they’re well fed. But that, apparently, isn’t happening, as fertilizer supplies are interrupted by yet another pointless Middle East war. The result? Global food shortages that might …
Troops have arrived in the Middle East as the US starts its ground war against Iran in a massive escalation that has Iran’s retaliation surging. Yemen’s entrance in the war is sparking panic in the US-Israeli establishment and Danny Haiphong covers the latest developments as month 2 of the war begins. US soldiers 'seriously' wounded …
We’re about out of time folks. Panic is starting slow but will begin to accelerate soon. Won’t affect the US right away but soon enough goods we depend on won’t be available. 🇦🇺 107 petrol stations across New South Wales are out of diesel after panic buying. Australia said it wouldn't send ships to help …
Something is happening inside the air travel system, and it is no longer subtle. The strain is showing up in staffing data, operational performance, and the way passengers are experiencing airports across the country. At the center of it is the Transportation Security Administration, where absenteeism has climbed sharply above normal levels. Reports show TSA …
For decades young Americans were given a very simple formula for success. Go to college. Take on the debt. Get the white collar job. That formula is now colliding with a technological revolution that very few universities seem prepared to confront. Artificial intelligence is rapidly moving into the same office jobs that millions of college …
Humanity is in for a hard reset. AI bots are eying 2047 as the year machines will rise and overtake their human creators to become their real-world “overlords.” The year repeatedly appears in conversations on Moltbook, the revolutionary new social media platform exclusively for bots, who dream not about electric sheep — but when they …
🇮🇷 Iran is fortifying the nuclear facilities in Isfahan – apparently with the aim of making a future attack more difficult. This move appears to be aimed at hindering a possible American or Israeli airstrike as well as an attempted ground operation. pic.twitter.com/lfgtqbqkF9 — 🔰 Military-News (@MilitaryNewsEN) February 10, 2026 Iran has buried tunnel entrances …
Puerto Rican rapper Bad Bunny begins Super Bowl halftime performance singing in Spanish. Millions of Americans have switched off during his performance, with Turning Points’s alternative halftime show attracting over 4.8 million viewers. pic.twitter.com/ZRasRyMxJk — Oli London (@OliLondonTV) February 9, 2026 Lady Gaga premieres new Mariachi version of Die With a Smile during Bad Bunny’s …
A quick look at what James Turk Says is Happening with Silver and Gold: “My Jan 1st tweet showed the reliable/objective mathematical models I use to calculate the #FairValue of #gold & #silver as: Fair Value gold $11,341 / 20 ratio = $567/oz silver https://x.com/FGMR/status/20068248986… This chart supports that price projection. It reveals similar patterns …
https://twitter.com/NorthmanTrader/status/1998841788585365948 Fed Chair Powell: Total PCE rises rose 2.8% over the 12 months ending in September. Excluding the volatile food and energy categories, core PCE prices also rose 2.8%. These readings are higher than earlier in the year, as inflation for goods has picked up, reflecting the effects… pic.twitter.com/q8MPm5lCA6 — FactPost (@factpostnews) December 10, 2025 …
Stand against censorship and surveillance, join Reclaim The Net. Alaska is advancing plans for a far-reaching redesign of its myAlaska digital identity system, one that would weave “Agentic Artificial Intelligence” and digital payment functions into a unified platform capable of acting on behalf of residents. A Request for Information issued by the Department of Administration’s Office …
Playing out, sadly: RECESSION INTO ALL TIME HIGHS #Employment ADP commentary from Chief Economist Richardson: “Hiring has been choppy of late as employers weather cautious consumers and an uncertain macroeconomic environment. And while November’s slowdown was broad-based, it was led by a pullback among small businesses.” Playing out, sadly: RECESSION INTO ALL TIME HIGHS#Employment ADP …
THE WORLD’S LARGEST FINANCIAL SECRET JUST DIED For thirty years, Japan exported the cheapest money in human history. Near-zero rates. Infinite liquidity. Trillions borrowed in yen, deployed into every asset class on Earth. This week, that era ended. Japanese 10-year yields hit 1.86%. Highest since 2008. The Bank of Japan signals December rate hike. Probability: …
Today marks the end of QT and we already have signs that QE is right around the corner as the market forces the Fed's hand – SOFR 12bps above upper bound of Fed funds target range while standing repo facility usage ramping up; the printer is already warming up… pic.twitter.com/BUihld00ZP — E.J. Antoni, Ph.D. (@RealEJAntoni) …