Independent thinking for complex markets and current events
🚨 BREAKING: These restaurant workers just INFURIATED the Left by saying how much President Trump's economy is working for them "I just filed my taxes, the money I got back went to my school tuition!" "The $25K tax credit has been a GAME CHANGER, most of our income is tips!"… pic.twitter.com/Z8DA22O6PQ — Eric Daugherty (@EricLDaugh) …
Fox: I think the market would actually be quite happy if the Supreme Court rejected Trump's current tariff strategy. It would be a positive for the market. That would mean less uncertainty. That would be better for the US economy. pic.twitter.com/wX73aOF8NB — FactPost (@factpostnews) January 20, 2026 Turns out, Trump’s $200 Billion gimmick to lower …
France is staring at a fiscal standoff that feels less like governance and more like extortion. Prime Minister Gabriel Attal has been told he cannot pass a budget or even remain in office without Socialist backing. Their price is blunt: a new “Zucman tax,” two percent annually on assets above one hundred million euros Reuters. …
If the bond vigilantes force the Fed to hike interest rates to attract investment in U.S. T-bills, that could be the tipping point for banks that are teetering on the edge. Unless a liquidity crisis forces them to liquidate assets and turn unrealized losses into realized losses. h/t Boo_Randy_II
CoreWeave’s strategy is a ticking time bomb for the AI market. It relies entirely on debt to fund operations while inflating valuations through compute-for-equity deals. The illusion of growth props up investor confidence, but when borrowing stalls, collapse will be sudden and brutal. Nvidia-backed CoreWeave $CRWV loses 24 cents on every dollar in sales. The …
This is beautiful! An arrogant woman from Portland harassed a young Trump supporter and got kicked off the plane.pic.twitter.com/dEwLfZU0O4 — Billboard Chris 🌎 (@BillboardChris) July 27, 2024 h/t Tess