Independent thinking for complex markets and current events
Hims stock price growth 25% since the peptide meeting day is set KEY POINTS Investors are starting to focus on what will replace compounded GLP-1 as a growth driver for telehealth companies like Hims & Hers Health. Peptides are gaining attention as a potential new growth vector, despite clinical evidence for efficacy being limited. The …
GAS PRICES THREATEN TO ERASE TAX REFUND BOOST Refunds rose 14% YoY (avg. $3,462, +11%) but came in slightly below expectations, offering only a modest lift to consumption. A ~15% jump in gas prices (~$3.60+) could fully offset that gain, leaving overall consumer spending flat… — *Walter Bloomberg (@DeItaone) April 15, 2026 GAS SPIKE SQUEEZES …
Authored by Mike Shedlock via mishtalk, The Road to Housing Act by Senators Scott (R) and Warren (D) is seriously bad policy. 21st Century ROAD to Housing Act Please note the Senate Passes Bipartisan Housing Bill Targeting Large Investors The Senate has passed the largest housing bill in decades — bipartisan legislation designed to improve housing …
via Mike Maharrey Could the U.S./Israel war against Iran provide additional long-term support to the gold bull market? Analysts at Metals Focus think it might. Historically, wars have had little impact on the gold market beyond initial safe-haven buying. Typically, other factors, such as central bank monetary policy, come to dominate the market as the war drags …
https://twitter.com/America42085192/status/1976764075947573483 Someone’s showing military families lined up at food banks, claiming they missed a paycheck this week. But others are calling it out because payday’s October 15, not now, and they’re still on schedule unless this shutdown drags past that. The clip’s meant to stir outrage when the real hit comes next week if Congress …
POWER PLAY: Billionaire donor George Soros, a major funder of left-wing campaigns from district attorneys to federal races, gave $10 million to Newsom’s effort to redraw California's congressional lines, according to reports. pic.twitter.com/pu3wd6n44b — Fox News (@FoxNews) September 19, 2025 via NYT: Gov. Gavin Newsom has raised roughly $70 million in less than two months …
Trump has bought at least $103.7 million in bonds while in office, including debt from Meta, Qualcomm, Home Depot, and T-Mobile, according to a White House disclosure dated August 12, 2025: “Trump reported no sales.” https://www.msn.com/en-us/money/other/trump-embarks-on-104-million-bond-buying-spree-while-in-office/ar-AA1KPNzK 👀 pic.twitter.com/lQtyLDsbQ3 — Markets & Mayhem (@Mayhem4Markets) August 20, 2025 Unlike every modern president before him, Trump didn’t divest …
Even though oil prices are still near $70 a barrel, OPEC and Saudi Arabia have agreed to raise oil production by 547,000 barrels a day starting in September. “OPEC has agreed to boost oil production by 547,000 barrels per day from September,” the group said. https://www.reuters.com/business/energy/oil-slips-after-opec-agrees-hike-output-september-2025-08-03/ This ends earlier production cuts of about 2.5 million …
The leaders of Australia and China sought to deepen trade ties despite their differences over regional security and human rights at talks Tuesday in the Chinese capital.
Salesforce has 76,000 employees, so the fact they’re not cutting 30,000 of them means they are either very bad at managing themselves, or full of shit. Or both. $CRM https://t.co/K4v8ih98UK — Tobias Maximus (@tmaxftw) July 1, 2025 Apparently with AI doing all the work it doesn’t boost margins. pic.twitter.com/khJfn7ls0Q — Tobias Maximus (@tmaxftw) July 1, …
(2) It’s like claiming that your house, which increased in market value last year from $450,000 to $500,000, is actually worth $1.5 million, because you also have to put a 20x multiple on the $50,000 increase! — James Chanos (@RealJimChanos) June 10, 2025
M2 money supply is a key indicator of liquidity It represents the total amount of money in circulation Expanding M2 money supply = Increasing liquidity Contracting M2 money supply = Tightening liquidity — Bravos Research (@bravosresearch) April 25, 2025 The NASDAQ Composite is up more than 1% for 4 straight days. In the past 30 …
The White House has been exploring ideas to encourage more Americans to have children, including a “baby bonus” payment of $5,000, according to reports. The New York Times reported that policy experts and advocates of boosting the birth rate have been meeting with White House aides to present proposals on how to increase the U.S. …
“People are yet to understand that we have a macro hedge fund manager running the Treasury, not an ex-Central Banker. He deeply understands liquidity impacts and how to drive financial conditions to drive liquidity and how that in turn drives the economy and markets. His entire strategy is to lower the three legs of Financial …
TLDR: IRS recouped $4.7B from unpaid taxes and criminal proceeds after Inflation Reduction Act boost. $1.3B from overdue taxes by wealthy individuals. $2.9B from criminal cases targeting drug traffickers, cybercriminals, and terrorist financiers. $475M from whistleblower tips on hidden income and tax fraud. $292M from 28,000 high earners who hadn’t filed since 2017. IRS-Criminal Investigation …
Tape a banana to it to boost its price to $7.5 million. Follow me for more art tips. — One Thousand Basis Points Of Light (@belize042) December 3, 2024 Seems like a bargain compared to $6.5M for a duct taped banana. Then again, groceries have really gone up under Biden. pic.twitter.com/2ugUdikxZc — Citizen Caller (@CitizenCaller) …
by Mike Maharrey Could the Artificial Intelligence (AI) revolution boost gold demand? According to a report by the World Gold Council, the answer is yes. Gold’s excellent conductivity and its malleability make it an important component in the manufacture of electronic devices. Gold can be formed into extremely thin wires, making the metal ideal …
Starmer plots to thwart Trump on UkrainePrime Minister and Emmanuel Macron to hold talks on boosting weaponry ahead of new administrationhttps://t.co/HoxvxtrrmzComments are better than the article 😏 pic.twitter.com/rFFOTQOj8Z — Tess Summers 🏴🇮🇪 (@tesssummers98) November 11, 2024 Oh no anything but that https://t.co/gyang3fhFD — Mike Benz (@MikeBenzCyber) November 11, 2024
Just about everyone has a view on China’s economic troubles. Its deepening property crisis, deflationary currents, and increasing protests are all Asia observers can talk about. Yet one very important voice is barely saying a word about the state of Asia’s biggest economy: President Xi Jinping. This is true both rhetorically and by way of …
The Obama’s have a net worth of $70 million. They own 4 luxurious properties: – Washington DC home bought for $8.1M – Martha’s Vineyard home bought for $11.75M – Beachfront home in Hawaii bought for $8.7M – Chicago home bought for $1.65M Getting really tired of… pic.twitter.com/sNwPVfmRSt — 🇺🇸ProudArmyBrat (@leslibless) August 21, 2024 Oprah Winfrey’s …
The Democratic-leaning corporate media, consisting of outlets like MSNBC and CNN, have been lying consistently and vociferously about Joe Biden’s mental acuity for years now. Despite the president’s obvious decline, the likes of Anderson Cooper, Joe Scarborough, Joy Reid and many others have claimed that video showing Biden’s cognitive failures were “cheap fakes” and that …
Google has been putting its thumb on the scale to help Democratic candidates win the presidency in the last four election cycles during which it censored Republicans, according to a right-leaning media watchdog. The Media Research Center published a report alleging 41 instances of “election interference” by the search engine since 2008. The MRC published …
Google has “interfered” with major elections in the United States 41 times over the last 16 years, according to a new study from the Media Research Center. “MRC researchers have found 41 times where Google interfered in elections over the last 16 years, and its impact has surged dramatically, making it evermore harmful to democracy. …
A prominent evangelical advocacy organization plans to significantly ramp up political spending in the 2024 election with one goal in mind: returning Donald Trump to the White House Faith & Freedom, a conservative-leaning organization, intends to spend $62 million registering and turning out evangelical voters, texting and calling supporters, and door-knocking — $10 million more …
by Mike Shedlock More of This for More of That The GOP House Ways and Means Committee supports expanding child tax credits and an affordable housing expansion. In return, Democrats will allows the GOP to extend immediate 100% depreciation of specified investments. As an added bonus (I wonder who fought for this one), there are …
Authored by Charles Hugh-Smith via oftwominds, No wonder Corporate America added $1.2 trillion in profits to be distributed to the elites of America: everything is diminished, stripped of quality and rendered miserable. Too bad there’s no real competition left in the US economy. One of the most extraordinary economic marvels of the past decade is …
Chinese regulators face challenges in invigorating local stock markets amid investors’ reluctance to embrace higher risks. Reports from Yicai suggest that fund managers are struggling to launch new public equity funds due to this cautious investor sentiment. Despite rumors of regulatory efforts to encourage fund managers to issue more equity funds and revive the sluggish …
2/4Lower deposit rates may be justified, given low and negative inflation, but their impact on Chinese consumption is complex. On the one hand, they may encourage Chinese households to save less out of current income, although this depends on their saving targets. — Michael Pettis (@michaelxpettis) December 22, 2023 4/4The best way to redirect demand …
from Kerry Lutz’s Financial Survival Network Dive into an insightful discussion with Kerry Lutz and Claudia Moncarz about the IRS’s recent funding surge and the role of AI in transforming tax collection and enforcement. In this episode: 👨💼👩💼 Key Topics: IRS’s Enhanced Enforcement: Explore how the IRS is utilizing its increased funding, focusing particularly on auditing high-income individuals and …