Independent thinking for complex markets and current events
Authored by Charles Hugh-Smith via oftwominds, Yes, AI is a catalyst. But for what is not yet knowable. The current narrative holds that the big problem we need to solve is conjuring up cheap energy to power AI data centers. Fortunately for us, the solutions are at hand: building modular nuclear power plants at scale and …
Here is a quick chart I mustered up today… The ‘1929 trendline’ it’s a seldom and scary situation! pic.twitter.com/RKKuuDqKEn — Beachside Bagholder (@dax_mccaskill) July 18, 2025 2008 vs. 2025 Overlaying gold prices for the same period is even scarier. The ingredients are present now; all that's needed is a catalyst. https://t.co/8r1GIWZ7ys pic.twitter.com/a38GnrtieH — The Great …
Saylor is going to be the catalyst that ends this cycle. Spectacularly, like GBTC/3AC. It's all going to feel extremely obvious in hindsight. Until that moment, higher lol. — badenglishtea (@badenglishtea) December 11, 2024 Yup, same will happen with the bitcoin bill they're trying to get tax payers to buy the non productivity crap bitcoin. …
Had no idea until yesterday that it was Greg Biffle that set off the HUGE Civilian Pilot airlift to the hurricane-struck Tennessee, Carolina, and Virginia Mountains last week. He put the word out that help was needed by the mountain communities last week, flew his own helicopter to try and rescue some people, and that …
by ComputerTrashbag Inventory in almost all major areas is extremely high now. Bubble hotspots like Austin, Boise, Phoenix, Asheville, Jacksonville, Las Vegas etc etc haven’t seen much price reduction even though inventory has returned to pre pandemic levels. Inventory is sitting for months. Why? Because there is no active suffering. There is no current pain …
Earnings a mixed bag after hours – Amazon up, Apple down. We'll see what happens tomorrow. The real story is the back up in bond yields, now heading to the 2023 highs. We are one too-hot data point away from breakout. pic.twitter.com/CLOOQnrAgs — Mac10 (@SuburbanDrone) August 3, 2023 This Apple report should be it for …
by ThreeD710 Not sure how many of you have read about the US Debt downgrade, but this could be the catalyst for a major turning point for the World. If you are thinking how does this affect the World or the World Investments, then below is a brief flow of thoughts – Debt downgrade because …
by Simian_Stacker This time around the Fed has already blown its wad with 15 years of QE. The builders are starting to feel it. US: Housing Starts fall 8% in June, Building Permits fall 3.7% Housing Starts and Building Permits declined sharply in June. US Dollar Index stays in positive territory above 100.00. The monthly …