Independent thinking for complex markets and current events
https://x.com/dolfiniran/status/2044891352819781722 Factcheck: @dolfiniran is a legitimate Iranian account. It posts real-time Persian-language analysis of the Iran-Israel conflict and is widely reported in OSINT circles (including Drop Site News and others) as linked to advisors close to Iranian Parliament Speaker Mohammad Bagher Ghalibaf. Not an official regime handle, but treated as an insider source with apparent …
The Texas grocery store chain H-E-B just put up brand new sings in the candy isle and soda isle ‘All candy and some sweetened drinks are no longer SNAP Eligible’ along with more info. No more junk food with taxpayer funded EBT This is what I voted for! pic.twitter.com/jHJfJVzvSI — Wall Street Apes (@WallStreetApes) April …
Spring has sprung, which means seeds that were planted in late winter are starting to germinate. They’re hungry and will only grow to their full nutritional potential if they’re well fed. But that, apparently, isn’t happening, as fertilizer supplies are interrupted by yet another pointless Middle East war. The result? Global food shortages that might …
As shown below, the Walmart Recession Signal (WRS) currently warns of a potential recession or at least a significant economic slowdown. I haven’t published the WRS for some time and “Walmart Worries” just keep multiplying. For the details see my latest @ https://t.co/cmZvbGqspf pic.twitter.com/GU4EJg2Hx6 — Jim Paulsen (@jimwpaulsen) March 30, 2026 Walmart recession signal on …
Originally published on my Substack. Fertilizer is getting stuck in transit, with shipments piling up on the wrong side of the Strait of Hormuz and plants in India, Algeria, and Slovakia shutting down or slowing while China restricts exports. Australian wheat farmers are planting less. U.S. corn and soy farmers are asking President Trump for …
Liquidations, not mere selling. There’s more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total …
This video contains a presentation on Palantir’s Maven platform, an artificial intelligence system used to analyze large volumes of operational and sensor data. A platform used to track humans and perform Kill-Chain Tasks. The demonstration shown here highlights one component of the broader Maven ecosystem, providing a glimpse into how analysts interact with machine learning …
via Nick Giambruno Warren Buffett once referred to derivatives as “financial weapons of mass destruction.” He wasn’t being dramatic—he was warning that if things went wrong, these complex financial instruments could cause massive, far-reaching damage to the global economy. What Buffett feared most was how a sudden, unexpected market shock could set off a dangerous …
A national pizza chain is the latest victim in the decline of fast-casual dining. The Little Brown Box Pizza, parent company of Pieology Pizzeria, filed for bankruptcy earlier this week, according to QSR Magazine. The chain, founded in 2011, listed between $100,000 and $500,000 in assets and $1 million and $10 million in liabilities. The …
McDonald’s has officially unveiled a world first automated restaurant chain in Texas, which does not involve any human staff working at all, giving customers a glance at the future of fast food. Food preparation, serving and payment are all done by artificial intelligence robot,… pic.twitter.com/XgU8aMHjka — MAVERICK X (@MAVERIC68078049) December 11, 2025 McDonald’s has begun …
SOUTH LOS ANGELES (KABC) — Los Angeles police shot and killed a man who was reportedly swinging a metal chain at people and drivers in South L.A. Officers responded to an assault with a deadly weapon call around noon near Kalmia Street and 103rd Street. https://abc7.com/post/man-accused-swinging-chain-people-south-la-shot-killed-police-lapd-says/18144992/?userab=abc_web_player-460*variant_a_abc_control-1900
CARGO CRASH: THE GLOBAL ECONOMY JUST BROKE Right now, as you read this, 42% of shipping containers between China and America have vanished in three weeks. Gone. From 71 vessels to 41. Below the 60-ship floor that held for twenty years. This is not a dip. This is cardiac arrest of the $28 trillion trade …
https://www.dailymail.co.uk/yourmoney/article-15148559/bartell-drugs-closures-seattle-cvs-rite-aid.html The great American drugstore shakeout has claimed another victim — as yet another regional favorite vanishes from the high street. After 135 years in business, one of Washington’s most iconic pharmacy chains has shut its doors for good, closing its final three locations last weekend after weeks of inventory blowouts. The collapse follows a …
Source: https://t.co/P7adyN24PF — Jostein Hauge (@haugejostein) July 18, 2025
Boom turns bust as reckless call buying backfires. "Instead of using #options as part of a larger strategy to protect #portfolios from losses, individuals are mostly #speculating…with reckless buying organized on social media acted like a force-multiplier. Because options #market makers need to hedge call contracts, they buy… pic.twitter.com/7JKs4zB9sg — Lance Roberts (@LanceRoberts) July 18, …
"The principle is so simple that a child can understand." Rep. Thomas Massie breaks down the true cause of inflation. "When you print five trillion dollars and you put it into the economy, you have diluted the value of the money." "We can say, well, eggs went up because feed… pic.twitter.com/ykE6syNSrk — Wide Awake Media …
Canada, the Euro Area, and Mexico account for over 15% each of 2024 imports, while China’s at 7.5%, leaving the U.S. heavily reliant on a handful of partners. If a trade war sparks, these concentrated trade ties could snap, disrupting everything from goods to prices, and the U.S. might be caught flat-footed with few alternatives …
by Martin Armstrong Businesses cannot properly determine how much or when to buy due to ever-changing tariffs. Tariffs will certainly not halt trade, but they have caused a kink in the supply chain. The Port of Seattle reported a temporarily lack of any container ships last week. “I can see it right over my shoulder …
by Michael Are you ready for store shelves to start emptying all over America? When I first started writing about the coming shortages last month, I received quite a bit of criticism. But now expert after expert is warning that we really are facing a crisis of historic proportions. Most major retailers still have several weeks …
Millions of Americans depend on daily medication to function, to work, to stay alive. Blood pressure pills. Antidepressants. Insulin. Thyroid tablets. Inhalers. Medications for epilepsy, anxiety, heart conditions, diabetes. Take a guess how many people in the U.S. are prescribed drugs long-term. Over 131 million. That’s more than half the population. And in a crisis, …
Port update This is crazy. pic.twitter.com/BRyEEES67z — QE Infinity (@StealthQE4) April 30, 2025 CHINA EXPORTS PLUNGE IMPENDING SHORTAGES WEST COAST PORTS BRACE
Taiwan’s state-backed drone industry alliance has grown from 50 members at its September 2024 inception to more than 200 today and is expeditiously decoupling from China-based supply chains, Chairman Hu Kai-Hung tells Aviation Week. Hu, who also serves as the chairman of Taiwan’s Aerospace Industrial Development Corporation (AIDC), says that the drone alliance is laser-focused …
FDA warns about fake Ozempic in U.S. supply chain. “Novo Nordisk, the maker of Ozempic and the weight loss drug Wegovy, told the FDA on April 3 that counterfeit 1-milligram injections were being distributed outside its authorized supply chain in the U.S., the agency said in a news release. That means it likely entered the market …
Hooters of America has filed for bankruptcy in Texas, as it tries to deal with its debts by selling all of its company-owned restaurants to a group backed by its founders. The firm currently directly owns and operates 151 restaurants, with another 154 operated by franchisees, mainly in the US. The company said its restaurants, …
Supply chain stress is higher right now than it was in the peak in the 2021-2022 reopening bottlenecks. Inflation is not contained. pic.twitter.com/QPFdLwlCMP — Spencer Hakimian (@SpencerHakimian) January 11, 2025 ShadowStats says real inflation is over 10%. Official CPI? Just 2.7%. The truth is in your grocery bill, not the government report. — GoldSilver HQ …
Well-known casual chain restaurants like Chili’s and Applebee’s are slashing prices to win your dining dollars as fast-food prices climb. NBC News’ Dana Griffin talked to the CEO of Chili’s who explains the cost-cutting strategy.
The pizza restaurant sector has faced economic hardship and several bankruptcy filings in 2024, as a result of the lingering effects of the Covid-19 pandemic, inflation that led to rising food and labor costs, and changes in consumer attitudes toward dining. Seattle-based Mod Pizza is one chain that faced financial distress and considered a bankruptcy …
The fast food industry is currently undergoing a major shift that is causing many layoffs for crew members and managers across the country. Many workers are losing their jobs as corporations try to cut costs, streamline operations, and adjust to changing consumer habits. This is happening across all sorts of fast food chains, including burger …
