Japan is the (potential) black swan no one sees coming, which could derail the current (massive) U.S. stock market mega bubble.

Japan is the (potential) black swan no one sees coming, which could derail the current (massive) U.S. stock market mega bubble. #carrytradeunwind #fireinacrowdedtheatre https://t.co/vvBZJSFdyR — Gordon Johnson (@GordonJohnson19) July 16, 2025 Japan's next 10-year government bond (JGB) auction is scheduled …

READ MORE

Google had the tech to beat ChatGPT. They shelved it to protect ad revenue. Now LLMs are eating search. DeepSeek exposed the bloat. AIEO is replacing SEO. The reckoning is coming.

Google had the lead. DeepMind was years ahead in language modeling. They had the architecture. They had the data. They had the compute. But they didn’t launch. Not because they couldn’t. Because they wouldn’t. According to a senior insider, Google …

READ MORE

Apple refines icons while Tesla builds the future. 10M robotaxis coming, Musk projects 90% market share. Tim Cook refused Tesla sale in 2018

Apple: Introducing, transparent icons. Tesla: Introducing, Robotaxis. pic.twitter.com/6LdlzLQo3F — Sawyer Merritt (@SawyerMerritt) June 10, 2025 Apple and Tesla are moving in opposite directions, and the contrast couldn’t be clearer. Apple, once the undisputed leader in innovation, unveiled transparent icons for …

READ MORE

Uber CEO Dara Khosrowshahi: “If you look at the percentage of 16 or 18 year olds who are getting their license, that percentage is coming down significantly.”

Uber CEO Dara Khosrowshahi: "If you look at the percentage of 16 or 18 year olds who are getting their license, that percentage is coming down significantly."$UBER pic.twitter.com/6Kx5PDTGP5 — Fiscal.ai (@fiscal_ai) June 2, 2025 https://twitter.com/macaronicapital/status/1929503777255518406

Court ruling won’t stop tariffs from coming, Goldman says Trump has backup plans for trade fight, bond market jitters as tariff revenue vanishes

Goldman thinks reciprocal tariffs could be replaced with Section 122 tariffs for 150 days while Section 301/232 tariffs are put in place country by country pic.twitter.com/ws2mU6cdfu — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 29, 2025 Goldman Sachs says …

READ MORE

WALMART: PRICE HIKES COMING

Walmart beat first-quarter earnings estimates but fell just short of sales expectations. Chief Financial Officer John David Rainey said consumers could start to see higher prices as soon as later this month. The company said its e-commerce business was profitable …

READ MORE

The Summer Of Empty Shelves Is Coming

by Michael Thousands of products that are made in China will soon start disappearing from store shelves in the United States.  If a trade deal is not made with China very soon, the summer of 2025 will be “the summer of …

READ MORE