Independent thinking for complex markets and current events
“We have in Japan it’s $550 billion, South Korea’s $350 billion. That’s upfront,” Trump told reporters on Thursday Japan has said they will make investments based on U.S. projects, rather than paying upfront. Japan says the investments should be made ‘from time to time’ until the end of Trump’s term in January 2029. Japan intended …
EUROPEAN CENTRAL BANK TO EUROPEANS: BETTER STUFF SOME CASH UNDER THE MATTRESS The European Central Bank now says you should keep at least 72 hours’ worth of cash on hand. Just in case the next crisis fries the grid, crashes the banks, or tanks public trust. Covid, Ukraine, Spain’s blackout, Greece’s debt meltdown,bevery time things …
Less than 14bn$ of “cash on the sidelines” are left in the US. When this hits zero banks will start to borrow liquidity regularly from the FED REPO facility because there isn’t much left in the open market. The FED REPO is capped at 500bn$, let’s see how fast we will get there.. pic.twitter.com/ATLxRAzygT — …
For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊♂️ …
OpenAI has reportedly lifted its projected cash burn to $115B through 2029, up $80B from earlier forecasts, per The Information. The AI firm expects to burn $8B this year, $17B in 2026, $35B in 2027, and $45B in 2028 as it scales data centers and chips. pic.twitter.com/dB4gGBz5Qf — Wall St Engine (@wallstengine) September 8, 2025 …
She doesn’t even try to hide it anymore. Warren is a paid shill for big pharma.RFK is fighting for the common man. — 🇺🇸 Ryan 🇺🇸 (@Ryan_In_Mi) September 4, 2025 🔥 FIREWORKS: RFK Jr Wrecks Sen. Warren “I never promised that I was going to recommend products with which there is no indication. I know …
Debit card users beware: This ATM Cash Trap is spreading fast and draining accounts in seconds. In this video, I’ll break down how the scam works, how to spot it, and what to do if your money gets stuck. Stay alert before your next withdrawal! https://youtu.be/gQUwgZDJPiM
Canada is creeping toward full authoritarianism. The government just passed a law banning cash payments over $10,000. Buying a car, farm equipment, or making a donation? You could face triple fines, and they can come after you for it up to eight years later. Imagine the machine getting so comfortable with their power that they …
Heavy spending on cloud and artificial intelligence pushes Amazon’s free cash flow lower even as profits surge leaving investors questioning buyback potential. Amazon used too much cash in capital expenditure to build AI and cloud computing. — roger the investor (@roger1006g) August 30, 2025
“The new currency is supported by the African Union and South Africa, the continent’s biggest economic power, and could soon be piloted in a test market…” Source:https://t.co/nYDfbqWGbZ — Gold Telegraph ⚡ (@GoldTelegraph_) August 10, 2025
UPS just finished the full Covid rollercoaster. From pandemic lows to stimulus highs and then right back down. The stock has plunged 52% from its 2022 peak. It now trades at all-time lows compared to FedEx. The dividend is nearly 8 percent. That is not a bargain. It is a flashing red warning. UPS cut …
In 2024, top CEOs added billions to their pay. Palantir’s Alexander Karp gained over $1,000,000,000 in stock. Broadcom’s Hock Tan raked in $1,150,000,000. A dozen other CEOs landed $50,000,000 to $100,000,000. It was a record year for the executive class. https://www.wsj.com/business/c-suite/ceo-pay-growth-structure-63b91e62 While the rich leveled up, millions of families went under. According to the Wall …
South Korea has made it clear: most of the $350 billion it pledged in U.S. investment will be loans and guarantees, not equity. Direct investment makes up less than 5 % of the total fund. https://www.bloomberg.com/news/articles/2025-08-04/korea-expects-less-than-5-of-350-billion-us-fund-as-investment Japan’s negotiator Akazawa added fuel to the skepticism, saying trade agreements with both the U.S. and EU are still not formalized, …
Berkshire Hathaway’s cash position is now 30% of their total assets, the most in history 🚨 Probably Fine? pic.twitter.com/ILr70bCct7 — Barchart (@Barchart) August 3, 2025 Berkshire Hathaway’s cash is now 30% of its total assets, the highest in its history. The company holds $344 billion in cash because it sees few good places to invest. …
Trump made a bold tax pitch during a meeting with the Philippine president. He proposed no federal tax on profits from selling a primary residence. The idea mirrors a bill introduced by Rep. Marjorie Taylor Greene called the No Tax on Home Sales Act. Details are scarce but the effects are clear. Currently, single filers …
SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 "sell" signals since 2011 = 2%;– BofA Global Breadth Rule: 64% of MSCI ACWI equity …
Margin debt across brokerage accounts in the United States reached $920.96 billion in May 2025, according to FINRA’s latest verified data. That number reflects an 8.3% jump over April and places leverage at levels not seen since the final quarter of 2021. The notable shift isn’t just the size—it’s the composition. Debt exposure is spread …
The Fed turned off the faucet. The tide rolled back. And now Opendoor is standing in the wreckage of its own hype. The company that once promised to reinvent real estate is now laying off staff, facing delisting, and scrambling to stitch together a reverse stock split just to stay alive. On June 11, Opendoor …
On a hazy Southern California morning, undercover police officers watched Jiayong Yu step out of a Range Rover in a strip-mall parking lot and walk into a Chase bank with a black-leather backpack full of cash. At the teller window, Yu pulled out stacks of bills and waited while a woman fed them into a …
April to June 2008: There was a brief dip in expectations as some believed the worst might have passed and markets slightly stabilized. — Citizen Watch Report (@Citizenwatchrep) May 13, 2025 Once again, the #recession never came. Economists and markets spent much of the past year bracing for a downturn—citing rate #hikes, inverted #yield curves, …
A source “very familiar with the Bidens” tells @MarkHalperin that “Biden Inc.,” the family business that generated millions of dollars in revenue to support their lifestyle, has dried up. “The trough is empty, the spigot is turned off,” says Mark. “Biden Inc. needs a source of… pic.twitter.com/T1CVgO7p4Z — 2WAY (@2waytvapp) May 8, 2025
Woman who gets $4,000 a month in food stamps with Section 8 paying 90% of her rent, upset she has to sell her 2024 BMW after being ratted out.pic.twitter.com/UaTQmKjBMK — Darth Powell (@VladTheInflator) May 5, 2025 Section 8 will cover up to $6,192/mo for one family. That's the equivalent of a $1 million house pic.twitter.com/2J4i94xKMB …
Retail buying the dip with record flows into triple leveraged ETFs while Buffett dumps more stocks and builds a record cash pile… wonder who’s on the right side of the trade here? https://t.co/1Cd2Sl9eCP — Ross Hendricks (@Ross__Hendricks) May 3, 2025 This is the clue you need to discern where we are in the business cycle. …
🇺🇸 US savings rate 3.9% In Global Financial Crisis and Great Depression territory! Chart: @AugurInfinity pic.twitter.com/RehJc1YLSR — Alex Joosten (@joosteninvestor) May 4, 2025 Time it’d take them to run out of cash if they spent $1 million a day: Berkshire Hathaway: 951 years Apple: 364 years Alphabet: 261 years Amazon: 259 years Microsoft: 218 years …
⚠️BREAKING: *WARREN BUFFETT'S BERKSHIRE HATHAWAY'S 1Q CASH PILE RISES TO $347.7 BILLION, HIGHEST LEVEL ON RECORD$BRK.A pic.twitter.com/5J7cvDmBjR — Investing.com (@Investingcom) May 3, 2025 Breaking – Latest Berkshire Cash $348B, +$14B since February. Looks like Buffett hasn't been putting all that much capital to work? Warren thinks the lows are NOT in? pic.twitter.com/Noa8IFDwFC — Lawrence McDonald …
Systematic macro funds sitting on cash Retail investors Fully loaded at the highs When the next shakeout comes and it’s coming guess who’s buying their bag at a discount pic.twitter.com/MlPNkecrnz — Miad (@ZFXtrading) April 26, 2025 https://twitter.com/rev_cap/status/1916193347380654356
Rick Rieder of Blackrock: – economy in recession now – we are adding gold -we like cash Jesus pic.twitter.com/6Cfv3MsYo9 — Jack Farley (@JackFarley96) April 16, 2025 GOLD $3300 Bucks https://www.investing.com/commodities/gold Trump will NOT relent on China. Otherwise, the rest of his administration will be one of a Paper Tigre. — Sold At The Top (@soldatthetop) …
BREAKING – The family of Karmelo Anthony has purchased a fully loaded Cadillac Escalade valued at $150,000. This comes after Anthony’s bond was lowered to $250,000 and he received $500,000 in donations. — Right Angle News Network (@Rightanglenews) April 16, 2025
OOPS! Investors haven’t been this bearish in 30yrs, BofA poll shows. 82% of fund managers expect the global economy to weaken, and a record number intend to reduce exposure to US equities. BUT “peak fear” is not yet reflected in cash allocations, which currently stands at 4.8% of… pic.twitter.com/k8xzjB6z4K — Holger Zschaepitz (@Schuldensuehner) April 15, …
