Independent thinking for complex markets and current events
The FBI is still sifting through the wreckage of the Islamic Center in San Diego, and it’s looking like two teenagers were radicalized by the same online rot that we see every single day. They murdered three people and then killed themselves when the cops showed up. It’s the same hollow cycle: we get the …
By telling struggling voters that he doesn’t even think about their financial stress while he pursues a regime change in Tehran Donald Trump is effectively burying his own base alive. For years he promised that the forgotten man and woman would never be forgotten again but today he made it clear that their ability to …
The Big Short wasn’t about 2008. It was about every earnings call you’re watching right now. 2006: lenders bragged about profits while delinquency rates exploded. 2025: – Corporates brag about “AI revenue” but hide costs. – They brag about “stable headcount” but bury workforce hollowing. – They brag about “strong balance sheets” but roll silent …