Independent thinking for complex markets and current events
Bull Theory @BullTheoryio 🚨The cheapest money in the world just got more expensive. The entire global financial system borrowed it. Japan’s 10-year bond yield just hit 2.564%, for the first time this century. Japan is one of the largest holders of U.S. Treasury bonds in the world. As Japanese yields rise and a BOJ rate …
McDonald’s CEO is catching heat for openly worrying about higher gas prices hurting their business while regular people are already getting crushed at the pump and on grocery bills. Worried about fuel costs:$MCD CEO: "Obviously, higher gas prices…are not going to be helpful, particularly for lower income consumers who are already, I think, under pressure" …
Druckenmiller begs Soros to dump all tech at 104 times earnings in January 2000. He steps aside watching his gunslingers print 3 percent a day while Quantum Fund crawls. Emotional FOMO hits hard, he piles back into $6 billion of tech stocks right at the top. Loses $3 billion in six weeks and admits he …
Government buys your location purchases and searches then lets AI agents connect the dots in minutes. Anthropic balks at DOD but OpenAI jumps in to supercharge mass surveillance loophole. How LLMs could supercharge mass surveillance in the US “There are pieces of your life scattered all over the internet, and some of them are for …
More homes are for sale. Prices are down. But nobody’s buying. Because the Fed trapped 40 million mortgages in cheap Covid rates so selling would double their payment. Jerome Powell should have cut rates years ago. Instead, he’s letting them rise, which will make the housing… https://t.co/dfgJVAxegv — Wall Street Mav (@WallStreetMav) March 24, 2026 …
Mac10 @SuburbanDrone Middle East analysts are saying that Iran regretted having agreed to the ceasefire last June 2025, because they feared that it would embolden Israel and the U.S. to attack again. And they were right. So in the meantime they prepared for a long-term war of attrition. And this time they have no intention …
by Michael The war with Iran that we have been waiting for is officially here. The U.S. and Israel are absolutely pummeling Iranian military targets, and in return the Iranians are striking targets all over the Middle East. As you will see below, even a British military base in Cyprus has just been hit. I think …
RFK Jr. suggests Americans can more easily afford groceries if they start eating liver instead of beef: "Most of the cheap cuts of meat are very inexpensive. … You can buy liver or the cheap cuts." pic.twitter.com/ctP76E6SDh — FactPost (@factpostnews) February 27, 2026 Factcheck: Yes, it’s real. RFK Jr. (now HHS Secretary) said exactly that …
via Phoenix Capital Research The King of Cheap Debt is living up to his name. Prior to winning the 2024 Presidential Election, former-President Donald Trump routinely attacked the Biden administration for increasing the debt. Among other things, President Trump has accused the Biden administration of racking up “8 trillion in wasteful deficit spending,” spending like …
Surprised this number wasn't higher given the tariff situation https://t.co/Ybh5xQKv9I — Eric @ Drive Protected ™ (@Drive_Protected) January 14, 2026 Elon promised a revolution. Canadians found a discount. China 🇨🇳 🤝 Canada 🇨🇦 TRADE DEAL – The bilateral trade deal where Canada reduces its 100% tariff on Chinese electric vehicles to zero, in exchange for …
🔴This is the largest valuation gap since the 2000 Dot-Com Bubble: US technology stocks now trade at their highest valuation premium relative to defensive stocks since the Dot-Com peak. It has rarely been this cheap to own utilities or consumer staples relative to technology.… pic.twitter.com/umH0M4ow31 — Global Markets Investor (@GlobalMktObserv) December 16, 2025 The Nikkei …
thats only if you buy a 10.00 car wash, and that price is only good for 10 gallons…. pic.twitter.com/OvthqEenuR — david D. (@secretsqrl123) December 9, 2025 fucking idiots cant read i guess…. you have to buy the most expensive car wash for this price… pic.twitter.com/17bY7dSF4k — david D. (@secretsqrl123) December 9, 2025
THE WORLD’S LARGEST FINANCIAL SECRET JUST DIED For thirty years, Japan exported the cheapest money in human history. Near-zero rates. Infinite liquidity. Trillions borrowed in yen, deployed into every asset class on Earth. This week, that era ended. Japanese 10-year yields hit 1.86%. Highest since 2008. The Bank of Japan signals December rate hike. Probability: …
View post on imgur.com “Megyn Kelly asked about highly-skilled immigration. The H-1B program is neither high-skilled nor immigration: these are temporary foreign workers, imported from abroad, for the explicit purpose of substituting for American workers at lower pay. I remain totally committed to eliminating rampant, widespread H-1 B abuse and ending outrageous practices such as …
A Hedge Could Be The Best Value In This Bubble!
Authored by Mike Shedlock via mishtalk, China is hurtling towards a record $1.2 trillion trade surplus. China Floods the World With Exports Bloomberg reports China Floods the World With Cheap Exports After Trump’s Tariffs With access to the US curtailed, Chinese manufacturers have shown they aren’t backing down: Indian purchases hit an all-time high in August, …
Proof that the current H1B program is about cheap labor, not skilled labor? Almost 73% of H1B holders are Indian. Only 1% are Canadian. 0.9% are from South Korea. Companies aren't bringing in people to do the job better, they're bringing in people to do the job cheaper. https://t.co/4el1AkwLRv — Lauren Chen (@TheLaurenChen) September 20, …
Canada needs skilled professionals in engineering, medicine, quantum computing, chip design, space, IT, and other high-tech sectors to drive innovation, fill labour gaps, and strengthen the economy , not just cheap labour. — Make Ontario 4Trillion Economy (@Ontario2050) July 15, 2025
The pizza business is a great way to measure the real economy because it shows us what real people can afford and cannot afford or are choosing to spend their money on right now. And it’s a huge indicator of where the economy is headed. Pizza sales across the board both takeout and delivery and …
Asia’s deflation wave is no longer a theory. It’s a measurable shift. In June 2025, China’s producer price index dropped 3.6% year over year. That marks the sharpest contraction since July 2023 and extends the deflation streak to 33 consecutive months. The cost of production materials fell 4.4%. Mining prices collapsed 13.2%. Raw materials dropped …
Shares in BYD plunged as much as 8.25%, a steep drop from its record high last week. The company announced that it was reducing the prices on 22 models until the end of June. Shares of other Chinese automakers also declined on Monday. Shares in BYD plunged as much as 8.25% Monday, a steep drop …
This isn’t just about higher borrowing costs; it’s a signal that inflation and debt are forcing a reckoning. Given the recent House-passed tax bill that could balloon the U.S. debt further, and the bond market’s reaction with yields hitting highs not seen since 2007, the pressure is on. NEW INFLATIONARY REGIME HAS BEGUN! This is …
Exactly!!! Last week, the narrative focused on (X-M), gold adjustments… pure noise compared to the real story! GDP sales were negative, a rare event outside a recession. pic.twitter.com/TPj0Rrhm0i — XC Macro 🧭 (@XavierComelli) May 4, 2025 A picture of the typical American pic.twitter.com/xaHUa4Dme6 — Darth Powell (@VladTheInflator) May 5, 2025
The housing market bubble is now popping. h/t Boo_Randy_II[
WASHINGTON (AP) — Rick Woldenberg thought he had come up with a sure-fire plan to protect his Chicago-area educational toy company from President Donald Trump’s massive new taxes on Chinese imports. “When he announced a 20% tariff, I made a plan to survive 40%, and I thought I was being very clever,” said Woldenberg, CEO …
Traders looking for the next pressure point are watching the wrong screens. The story isn’t in SPY anymore. It’s in credit. Specifically, HYG, the high-yield bond ETF, which still looks calm on the surface but is sitting on thin ice. Back in March 2020, stocks fell first. But junk bonds followed in dramatic fashion. HYG …
(Reuters) – The Trump administration is considering revoking tariff exemptions for low-value shipments from China, known as “de minimis,” as part of Wednesday’s tariff announcement, a source familiar with the plans said. The de minimis rule allows goods valued under $800 to enter the U.S. without tariffs, a loophole that has benefited Chinese e-commerce giants …
US Treasury Secretary Scott Bessent, a billionaire hedge fund manager who worked for George Soros, insists, “Access to cheap goods is not the essence of the American dream”. The Donald Trump administration knows its tariffs will result in higher inflation. Products will become more expensive as the US tries to economically decouple from China. Ben …
https://twitter.com/Mr_Derivatives/status/1897993726943019094 https://twitter.com/TheLongInvest/status/1897991979742515232
Synopsis: The real goal of H-1B is to take jobs away from the native population to impoverish the native population to the point that they can no longer afford to have children. Numerous reason are given in the video as to why they want to do this. h/t dr0id