Independent thinking for complex markets and current events
Russian state media has escalated its rhetoric, openly calling for a direct Oreshnik Ballistic Missile strike against the Taurus missile factory in Germany. The justification given is that Germany’s Taurus cruise missiles are being used in hostilities against Russia, prompting demands for a preemptive strike to disable production for five to seven years. This marks …
BREAKING: Jake Tapper claims that the cover-up of Biden’s cognitive decline may be worse than Watergate, per NY Post. pic.twitter.com/EH4YPn2dOh — Leading Report (@LeadingReport) May 27, 2025 Jake Tapper has ignited a firestorm with his claim that the cover-up of Joe Biden’s cognitive decline may be worse than Watergate. In an interview with Piers Morgan, …
Bank of America calling for ATH pic.twitter.com/02CKeH2VjO — TT3 (@TradingThomas3) May 20, 2025 Perhaps the real reason the Fed has been reluctant to cut interest rates is that FOMC members realize that doing so will result in long-term rates rising. Since higher long-term rates will amount to an unwarranted tightening, the best way the Fed …
👀 Famed short seller, Jim Chanos is going long BTC, shorting MSTR. At Sohn Conference, he said: “We’re buying Bitcoin, selling MicroStrategy stock—an arbitrage play, buying for $1, selling for $2.50.” Betting against MSTR’s premium. pic.twitter.com/PdN0mg5w9T — Coin Bureau (@coinbureau) May 15, 2025
US executives are getting more concerned about the economy: The share of S&P 500 companies mentioning “recession” during their Q1 2025 earnings calls spiked to 23%, the highest since 2022. This percentage has surpassed levels recorded in all years between 2008 and 2020, except for 2010. Additionally, 62% of US CEOs expect either a slowdown …
Pope Leo XIV called for a just and lasting peace in Ukraine and an immediate ceasefire in Gaza with the release of hostages and delivery of humanitarian aid in his first Sunday noon blessing as pontiff.
The White House budget calls for slashing $17 billion in funding for the National Institutes of Health (NIH), citing the agency’s failure to properly monitor risky gain-of-function research it funded at the Wuhan Institute of Virology (WIV)—where the COVID-19 pandemic plausibly originated. “While evidence of the origins of the COVID-19 pandemic leaking from a laboratory …
The King has opened up about his experience of receiving his cancer diagnosis in his most personal reflection on what it’s like to battle the disease ahead of a special reception at Buckingham Palace tonight The King has spoken of the “daunting and at times frightening experience” of receiving a cancer diagnosis, in the most …
Student loans should be like mortgages. You cannot get a loan for $1.5 million to buy a house that is only worth $400k. A college degree is an asset, which should be able to be valued. There should be an “appraisal” of the specific university and academic major before loan approval, and perhaps with annual …
BREALING: President Trump calls for "preemptive [rate] cuts" and claims "there is virtually no inflation." Trump is now calling Fed Chair Powell "Mr. Too Late." pic.twitter.com/I3sBD0b6RI — The Kobeissi Letter (@KobeissiLetter) April 21, 2025 *PRESIDENT TRUMP: “THERE CAN BE A SLOWING OF THE ECONOMY UNLESS MR. TOO LATE, A MAJOR LOSER, LOWERS INTEREST RATES NOW… …
Trump's Deputy Chief of Staff Stephen Miller RIPS Letitia James' "revenge tour" accusations: “Letitia James is one of the most corrupt, shameless individuals ever to hold public office.” 🔥 pic.twitter.com/5SbRONalRb — Libs of TikTok (@libsoftiktok) April 18, 2025 Letitia James finally responds to the accusations of fraud: “Let me just say to all New Yorkers …
🔥 AMAZING! NEW ANGLE of the Stephen Miller smackdown in the Oval Office… he literally turns around, looks at CNN's Kaitlan Collins and calls her "ARROGANT." I didn't realize he was RIGHT next to her that whole time. "With respect to you – he [@nayibbukele] is a citizen of El… pic.twitter.com/R6q33jyLAZ — Eric Daugherty (@EricLDaugh) …
“It seems to go against everything Donald Trump has ever believed in.” “Pretty unbelievable to be honest.” The 40% tax rate trial balloon floated by anonymous White House staffers is not going over well with conservatives. Sean Hannity of Fox News Channel has the largest radio show audience in America with more than 16 million …
BREAKING: China says it is aware that certain goods are facing a 245% US tariff and they will ignore the "numbers game." China repeats it will "fight until the end" in the tariff war. https://t.co/dPO65I0YEA — The Kobeissi Letter (@KobeissiLetter) April 16, 2025
BREAKING: US financial conditions are now their tightest since the 2020 pandemic, per ZeroHedge. Financial conditions are even tighter than during one of the most rapid Fed hike cycles of all time, in 2022. Conditions have tightened rapidly as stocks have pulled back, while… pic.twitter.com/d53KqrwU4D — The Kobeissi Letter (@KobeissiLetter) April 14, 2025 Is this …
$1 trillion hedge fund trade unravels, threatening middle class, small businesses, and retail investors… “Who’s paying attention to the MULTI-TRILLION DOLLAR hedge fund trade that is unraveling, and about to hammer the middle class, retail shareholders, and small businesses. Wall Street’s favorite high-leverage game — a complex Treasury futures arbitrage — is imploding. Hedge funds …
JPY moves are a strong sign Margin Calls keep hitting levered traders, collateral is being seized, but this time around clearly not dumped in the open market (maybe not dumped at all). The more banks and brokers are stuffed with illiquid assets the closer we get to a BTFP2.0 https://t.co/iGDIJBFNeA pic.twitter.com/p4c4JzZuef — JustDario 🏊♂️ (@DarioCpx) …
Similar $TLT size trade happened not long ago where trader hit bighttps://t.co/ICMUnwehl1 — John Trades MBA (@JPATrades) April 11, 2025 Watched this live. Jam nailed it as always. 10% interest rates on the way? No one thinks it can happen. Oh yes it can. Give it a watch 👇 https://t.co/2nU1lglKLC — QE Infinity (@StealthQE4) April …
The warmongers will never stop. This is why we need term limits. The same neocon criminals have been in power for an eternity. They never leave power. — Wall Street Apes (@WallStreetApes) April 7, 2025
Tom Lee — probably the biggest bull on the street — has fallen pic.twitter.com/upisO46wVG — Matthew Zeitlin (@MattZeitlin) April 7, 2025 BREAKING: Blackrock CEO says he will not rule out "another 20% stock market decline." pic.twitter.com/cVAh3aDbl1 — The Kobeissi Letter (@KobeissiLetter) April 7, 2025 You've been warned. pic.twitter.com/DL2GlnSziX — Guilherme Tavares (@i3_invest) April 7, 2025 …
European Central Bank chief Lagarde calls for an alternative to American Visa and Mastercard in “a march to independence”. The completion of the Capital Market Union would pave the way for the Fiscal Union. Further European integration would add €3 trillion in value (!) every year byu/EUstrongerthanUS ingeopolitics
Hedge funds have been hit with the biggest margin calls since Covid shut down huge parts of the global economy in 2020, after Donald Trump’s tariffs triggered a powerful rout in global financial markets. Wall Street banks have asked their hedge fund clients to stump up more money as security for their loans because the …
RH: "For context, in 1978 there were 4.09 million existing home sold when the U.S. had a population of 223 million. Contrast that to 2024 where 4.06 million existing homes sold with a population of 341 million, and it illustrates just how depressed the housing market has been" — Lance Lambert (@NewsLambert) April 2, 2025 …
Turkey’s government denounced opposition calls for a mass commercial boycott following the arrest of Istanbul Mayor Ekrem Imamoglu that sparked nationwide protests, describing them on Wednesday as an economic “sabotage attempt”. After the mayor was detained two weeks ago, the main opposition Republican People’s Party (CHP) had called for a boycott of goods and services …
A gay makeup artist was deported to El Salvador after U.S. immigrations officials claimed his “mom” and “dad” tattoos were “consistent” with gang activity, according to an unclassified document filed over the weekend. Andry, whose full name has been withheld for his safety, sought asylum in the United States from Venezuela over persecution for being …
High interest rates have been battering consumers for years. And there’s been a lot of pressure on the Federal Reserve to lower its benchmark interest rate, since that should result in lower consumer borrowing costs across the board. But in March, the Fed opted to keep its benchmark interest rate steady. The Fed hasn’t nudged …
The market no longer believes the Fed: Since the "Fed pivot" began in September 2024, market-based inflation expectations have more than DOUBLED. In fact, markets now see +3.3% inflation over the next 2 years, the highest since March 2023. Has the Fed lost its credibility? https://t.co/cNVD32IqbR pic.twitter.com/KWjK2LekQM — The Kobeissi Letter (@KobeissiLetter) March 29, 2025
Elon Musk: Fraudsters reroute Social Security checks, stealing retiree funds I don't think Americans truly realize how bankrupt we are as a nation. We have to have Doge get to the bottom of all of the layer upon layers of fraud waste and abuse. This is not a request, this is mandatory! — Paledry (@paledry) …
