Independent thinking for complex markets and current events
The U.S. should substantially increase its drilling activities, which are just hovering above historically low levels pic.twitter.com/UKRWpIyj5O — CyberTruck Owner (@dividendgrowth1) March 6, 2026
by Martin Armstrong Everyone keeps asking if mortgage rates will collapse in 2026 as if the entire real estate market revolves around the Federal Reserve pulling a lever. That is simply not how the system actually functions. Mortgage rates are tied to long-term capital flows and the 10-year yield, not just whatever the Fed does …
The AI boom is fueling the South Korean economy: South Korea exports surged +47% YoY in the first 20 days of February, the strongest reading in at least 2 years byu/RobertBartus inEconomyCharts
THE THERMODYNAMIC RECKONING Oracle just lost $35 billion in market cap. In 48 hours. Wall Street thinks this is an earnings miss. It is not. This is the first domino. What happened on December 11 was not a revenue shortfall. It was a confession. Oracle revealed 57 percent of its $523 billion backlog depends on …
$MSFT news last week now this, what is SEC doing? https://t.co/ieuyGXnoC3 — TT3 (@TradingThomas3) December 12, 2025 Grok: Oracle stock fell after Bloomberg reported delays in some OpenAI data centers to 2028 due to labor/material shortages. Oracle denied it, stating no delays to contractual sites and all milestones on track. This echoes last week’s report …
by Michael $60 silver is here! The exponential rise in the price of silver that we have witnessed in recent months is astounding experts all over the globe. So far in 2025, the price of gold is up about 60 percent, but the price of silver is up more than 100 percent. We have never …
This was all pre planned. Government printed dollars. Lowered rates to 0%. You thought you were getting free monies to buy LED TV! In reality you were paying for this with your future and the elites were capturing every single asset — from stocks to houses to farm land! https://t.co/eprXRpb8jj — tic toc (@TicTocTick) November …
MORGAN STANLEY: BUY THE DIP NOW FOR 2026 GAINS Michael Wilson says the current stock market pressure is a tactical correction caused by Fed liquidity jitters, NOT fundamental deterioration. 🔸 The damage “under the surface” suggests the correction is nearing its end. 🔸 Wilson remains highly bullish, expecting the Fed to cut rates and forecasting …
.@VP: "This economy was not harmed in 10 months. It took a deliberate 4-year administration that was making life harder for everyday Americans, that was importing foreign workers… over regulating, overtaxing… As much progress as we've made, it's going to take a little bit of… pic.twitter.com/ycgvkBPftW — Rapid Response 47 (@RapidResponse47) November 20, 2025 And …
Memory chip shortage accelerating as AI demand consumes supply, threatening price hikes. Samsung quietly hiked memory chip prices up to 60% in November amid supply constraints Consumer electronics and automotive industries face production bottlenecks as chipmakers prioritize lucrative AI demand Price increases likely to hit smartphones, laptops, and vehicles as 2026 AI buildout intensifies supply …
If this AI debt bubble ever pops, it won’t be just the Silicon Valley taking the first hit, it’ll be your pension and retirement funds. Why? Because the AI buildout has gotten so capital intensive that companies are relying heavily on debt rather than equity. Around $800 billion in private credit is needed for these …
CDS MARKET FLASHING WARNING SIGNS: CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits. We are seeing a ton of heavy, upfront “capex” spending by these companies. Not only that, but these hyperscalers are …
Taiwan Semiconductor Manufacturing Co. reported slowing growth in monthly revenue, highlighting uncertainty over the sustainability of the AI boom even as industry behemoths including Nvidia Corp. chase more chip supplies. The company posted a 16.9% rise in sales for October, the slowest pace since February 2024. Analysts on average are expecting sales to increase 16% …
If the AI revolution is real, why are companies changing the way the books are counted? 2–3 year hardware lifespan suddenly becomes 5–6, profits magically rise. $NVDA AI chip demand is built on lies apparently… according to Michael Burry. pic.twitter.com/Vc93KNWmGK — Kris Patel 🇺🇸 (@KrisPatel99) November 10, 2025 MICHAEL BURRY WARNS OF ‘EARNINGS FRAUD’ FROM …
I just read the 13F and Burry isn’t actually 66% short $PLTR since it’s notional value and not real capital so he’s paying a small premium to control big exposure. But symbolically it still matters since he’s betting against the two names that define the AI era. pic.twitter.com/cUeTTJjGWk — Shay Boloor (@StockSavvyShay) November 4, 2025 …
Renters across much of the U.S. have enjoyed easing prices and months of free rent this year. Now, this tenant-friendly environment looks poised to extend deep into next year, and perhaps beyond. Apartment rents nationally are advancing at their slowest pace in years, thanks to the glut of new units that has taken longer than …
Markets are melting up while the dollar melts down. But if everything is booming, why does it feel like we are on the edge of collapse? Is this the beginning of the end for our financial system? In this video, Taylor breaks down how government-engineered inflation and panic are driving us straight into a currency …
The government wants equity in quantum computing companies. Own a piece of private firms. Not regulate. Not advise. Own. https://www.msn.com/en-us/news/other/trump-administration-in-talks-to-take-equity-stakes-in-quantum-computing-firms/ar-AA1P03w0 They call it national security. It is control. Taxpayer money or printed cash flows in, government gains a board seat, profits escalate. Three years later, private boards, same surnames, net worth jumps tens of billions. …
If the boom was as impressive as they claim, why have BI rinse and repeat this headline every 5 days? — bigdipenergy (@bigdipenergy) October 16, 2025 "Meta, $META, OpenAI, and Oracle, $ORCL, have collectively announced plans to spend more than $1 trillion on data centers in the next several years," per BI. — unusual_whales (@unusual_whales) …
VIX was highly compressed for weeks. Boom. This decline isn’t just about Trump. That’s simply the fuse. The signals were flashing 🚧 for 2 weeks. All those gap up sell offs. 🎯 pic.twitter.com/4oy3nhAZa9 — John (@market_sleuth) October 10, 2025 No Slowdown? Heavy Truck Sales? Unemployment Level? Really? https://t.co/H5TijNUK1k pic.twitter.com/60z7P6tMVH — Henrik Zeberg (@HenrikZeberg) October 10, …
Everyone’s chasing the next Nvidia but Buffett’s old playbook might win again. Goldman: “Not a bubble, just a very expensive balloon tied to 5 companies and a prayer.”Translation—diversify before the pin shows up wearing a recession. — TradingPulse X (@TradingPulseX) October 8, 2025 Here is an interesting fact about the DotCom bubble collapse from 2000 …
via Phoenix Capital Research The bull market in hard assets is accelerating, NOT slowing down. Gold first cleared $3,800 per ounce on September 26th, 2025. Today, less than two weeks later, it’s over $3,900 per ounce. Gold is not the only hard asset ripping higher, either. Silver was below $46 two weeks ago. Today it’s …
Moody’s chief economist Mark Zandi says the U.S. is “on the precipice” of a damaging contraction. Job losses are mounting in states tied to manufacturing, farming, and transport, while high-cost states like Georgia are now seeing population pullbacks. Even California and New… — Simon Ree (@simon_ree) October 6, 2025 “Real gross domestic product (GDP) increased …
On today’s episode of CNBC Crypto World, SharpLink Gaming plans to tokenize its equity on Ethereum amid the growing stock tokenization boom. Plus, a consortium of European banks plan to launch a new stablecoin. And, Nilmini Rubin, chief policy offIcer at Hedera, discusses the importance of a new task force between the United Kingdom and …
Crime is legal. https://t.co/KygCe6u0VT — Financelot (@FinanceLancelot) September 2, 2025 “The Trump family itself controls about 22.5 billion of the $WLFI tokens, suggesting that its holdings as of Monday afternoon were worth about $5 billion, making it one of the most valuable Trump assets” https://electionlawblog.org/?p=151872 That’s not a side hustle. That’s state-sponsored enrichment. The token …
Emerging market stocks, long fueled by global trade, are now showing cracks as export momentum fades. Investors may be walking into the late stages of a rally built on weakening foundations. If trade continues to contract, the ripple effects could hit supply chains and markets worldwide with surprising speed. Global exports are heading into contraction. …
I don’t know who needs to hear this but… There is a NON-zero chance that tomorrow’s AI boom ends tomorrow. I’m not betting that way, but it is important to realize that there is a non-zero chance it all ends tomorrow with $NVDA earnings. Some of ya’ll way too concentrated.… — I Sell Options Guy …
China’s real estate crash spirals: Builders fail, buyers flee, cities hollow out. Turns out concrete isn’t a liquid asset after all. “New home prices in 70 major cities fell for a 24th straight month in May, extending the longest losing streak since at least 2011” https://www.reuters.com/markets/asia/chinas-home-prices-dip-may-extending-two-year-stagnation-2025-06-16 “The amount of unsold residential floor space stood at …
More than a decade ago, Intel led the charge to fund extreme ultraviolet lithography. They handed ASML over $4 billion in equity and R&D support. TSMC and Samsung followed with smaller checks. By 2015, ASML had working EUV machines and was ready for mass deployment. Intel flinched. They said the tools were too experimental, too …
Morris County, New Jersey logged seven shallow earthquakes inside a 17-hour window on July 21. All registered between M0.7 and M2.0. The strongest hit at 21:00 EDT, clocking M2.0 just southeast of Randolph. Depths held steady around 5 km. No injuries. No damage. But residents heard it. Felt it. Called it in. The Morris County …