Independent thinking for complex markets and current events
Higher tariffs, labor and health-insurance costs have pushed many businesses to raise prices Companies from Levi Strauss LEVI 0.69%increase; green up pointing triangle & Co. to McCormick MKC -0.22%decrease; red down pointing triangle & Co., among others, say they are raising prices early this year on items from bluejeans and spices to housewares and industrial …
9 large companies filed for bankruptcy in the US last week. This brings the 3-week average to 6, the highest rate since the 2020 pandemic byu/RobertBartus inEconomyCharts Mega bankruptcies becoming more common among large firms There’s an ongoing surge in mega bankruptcies (large companies with significant assets) across the U.S., driven by rising interest rates, …
UBS worst-case AI disruption scenarios: – Private credit: 13% defaults – Leveraged loans: 8% – High-yield bonds: 4% PC most exposed because that’s where 2021-2022 vintage software deals got funded when banks couldn’t syndicate. The concentration is now becoming the vulnerability. UBS worst-case AI disruption scenarios: – Private credit: 13% defaults– Leveraged loans: 8%– High-yield …
Yesterday, federal immigration agents shot and killed Minneapolis man Alex Pretti Today, more than 60 CEOs of Minnesota-based companies signed a letter calling for "an immediate deescalation of tensions and for state, local and federal officials to work together to find real… pic.twitter.com/UMxAzspNQ9 — Morning Brew ☕️ (@MorningBrew) January 25, 2026 Dozens of Minnesota-based firms …
🚨🚨BREAKING🚨🚨 Credit card companies have completley ignored and disregarded Trump’s suggestion to lower interest rates. No one respects him! pic.twitter.com/IiGLsXMvKY — The Green Dragon Tavern (@greendragonhq) January 20, 2026 That’s a good thing. Many people are unable to consume and are poor because they can’t manage their budget properly, so a 10% interest rate cap …
This claim isn’t accurate. Oil companies haven’t walked away, they’re still in talks, just pushing for guarantees: Trump promised Big Oil that US taxpayers would pay for infrastructure improvements to plunder Venezuelan oil: https://www.americanprogress.org/press/statement-trumps-meeting-with-oil-executives-shows-venezuela-invasion-was-about-corporate-plunder-at-taxpayer-expense/ ” STATEMENT: Trump’s Meeting With Oil Executives Shows Venezuela Invasion Was About Corporate Plunder at Taxpayer Expense” “I think we have …
SNAP and welfare seems more like corporate welfare than anything else. P&G have long maintained the best way to secure long term income is get people hooked on their products (use toothpaste 3 times a day). Now Government paying for them is the best of all worlds. h/t MazdaProphet
Jim Zelter’s warning hit hard because he was not talking about a normal slowdown. He was describing the kind of break that wipes out entire business models and leaves companies with no way back. He spoke calmly, but the message underneath was anything but calm. “I think you’re going to get more secular distress than …
So you’re saying there are now thousands of them and cost almost nothing. How are the big guys gonna pay back those $500 billion in debt with $10 month subs? — The Coastal Journal (@1CoastalJournal) December 2, 2025 I'm not bearish on AI as a whole, but I am increasingly skeptical about the potential of …
This is the real Carney. He’s now using our tax dollars to make this happen. And if you aren’t on board & not part of the solution, you are part of the problem. This is the real Carney. He’s now using our tax dollars to make this happen. And if you aren’t on board & …
“We are not Enron” – NVDA Kind of things only an Enron would say. 😂 — tic toc (@TicTocTick) November 25, 2025 Oculus warns about nvda and its down -6% in just a couple hours That’s the difference — 👁 (@Oculustrade) November 25, 2025 Deeper into the jaws of death. It is highly unlikely it …
It’s concerning that insurance companies now have significant exposure to private credit based on questionable ratings Better systemic bank exposure, but still not great — Illiquid Insights (@IlliquidInsight) November 19, 2025 U.S. Insurers Are Binging on Private Credit, Moody’s Says A handful of insurers are buying much of the investments, which are hard to trade …
A.I DEBT BUBBLE Amazon (AMZN): The highest total debt at $160.4 billion. Microsoft (MSFT): Total debt stands at $120.4 billion, Meta Platforms (META): $51.1 billion in total debt Alphabet (GOOG/GOOGL): $44.2 billion total debt, CoreWeave (CRWV): Total debt at approximately $14 billion (extreme leverage- Insurance spreads have skyrocketed and default bets sit at 40% next …
Corporate Insiders are dumping near all-time highs 🚨🚨 pic.twitter.com/8BmuyrgkZv — Barchart (@Barchart) November 14, 2025 BREAKING: 655 US large companies have gone bankrupt year-to-date, the highest number in 15 years. This has already surpassed all previous full-year totals since 2011, except for 2024. Since 2022, bankruptcies have risen nearly +100%. This comes as 68 companies …
“Recruiters are being laid off in massive numbers at large corporations. It’s not just artificial intelligence. These companies have halted all hiring completely. It hasn’t been this bad since 2008.” Yep pic.twitter.com/XS4f0Pd2qv — Mr. E (@GreatMisterE) November 7, 2025 Has this ever happened with the stock market near ATH? https://t.co/XHVxV0c7J7 — Mr. VIX (@yieldsearcher) November …
Here’s the bill: pic.twitter.com/TCu9sixz0T — Branislav Slantchev (@slantchev) November 8, 2025 View post on imgur.com 🚨 JUST IN: Rep. Tim BURCHETT exposes that Chuck Schumer’s plan to reopen the government includes “giving insurance companies $35 BILLION.” “Holding Americans hostage is wrong!” 💯 pic.twitter.com/IT7u5NMNce — Eric Daugherty (@EricLDaugh) November 7, 2025 If you are wondering why …
Without the financial circle jerk of these 7 AI (Magnificent 7) companies, the US Economy would “officially” be in serious recession. The Stock market would be much, much lower. We are in a major league AI-driven ponzi scheme. And the America economy GDP growth is now reliant on this circle jerk and on a technology …
Most corrupt Presidency in history. pic.twitter.com/hMyWdGksTT — Maine (@TheMaineWonk) November 4, 2025 It feels wrong the moment you hear it. They’re calling it a “White House renovation,” but it’s something else entirely. They’re turning the East Wing into a $300 million ballroom, paid for by corporations that have billions on the line with the same …
TRUMP: “TOYOTA’S INVESTING $10 BILLION – THANK THE TARIFFS, BUY A TOYOTA” “I was just told by the Prime Minister that Toyota is going to be putting auto plants all over the United States to the tune of over $10 billion. So that’s Toyota. So go out and buy a Toyota. Right now we have …
It is sickening how much these crooks are getting paid! They need to go to jail! Thank you for bringing this to light!!! h/t MK
New Generation Of Industries Emerges In Texas As Rare Earths Race Ignites https://t.co/smU839P6Om — zerohedge (@zerohedge) October 21, 2025 Major oil companies are drilling in East Texas again, but not for oil. This time, they’re after lithium for batteries and other rare elements. Chevron and Halliburton announced East Texas projects this summer. Exxon has acreage …
*GREER: CHINA TRYING TO DETER U.S. INVESTMENT 🇺🇸🇨🇳 — Investing.com (@Investingcom) October 21, 2025 BREAKING: The Trump administration warned China not to retaliate against foreign companies helping the US to develop critical industries, per Bloomberg — unusual_whales (@unusual_whales) October 21, 2025 Greer, a senior U.S. trade official, claims that China is using economic coercion to …
Will Bitcoin ETFs & "treasury companies" cause the collapse of $BTC? https://t.co/hwzgSzjhaf pic.twitter.com/iBVIuuZ3OF — Financelot (@FinanceLancelot) October 12, 2025 Bitcoin: -10%.Altcoins: -80%.Influencers: silent. 🚨 IF YOU STILL DON’T UNDERSTAND HOW CATASTROPHIC YESTERDAY WAS 🚨 Let me spell it out: While Bitcoin dropped 10% like a normal Tuesday correction… THE ENTIRE ALTCOIN MARKET GOT SENT TO …
* Joby and Archer Aviation are creating electric vertical take-off and landing vehicles. * The California companies made their first flight demos at a Monterey County airshow on Saturday. * Both companies are aiming to fly their first passengers within the next few years. It may have been the quietest attraction of the day. On …
Europe needs to stop punishing entrepreneurship. Reducing taxes and cutting regulations are the bare minimum. They should also reward tech investments with attractive tax breaks. This doesn't even need to be a Peninsula-wide initiative either. Pick a few cities and make Special… — George (@BehizyTweets) October 3, 2025 Europe is falling behind year by year …
If you're going to criticize the socialist Mamdani for wanting to own grocery stores, you better criticize Republicans who want a share of Intel, of Nvidia or U.S. Steel. Owning even part of the means of production is a step toward socialism. It's a bad idea and a dangerous… pic.twitter.com/s31igmKg3M — Senator Rand Paul (@SenRandPaul) …
https://www.msn.com/en-us/money/companies/trump-administration-explores-taking-stakes-in-more-critical-minerals-companies-report/ar-AA1NiBrS The negotiations largely involve Department of Energy grants and loans for companies that mine and process the metals and components used in batteries, according to the report, which cited consultants with clients in the talks. The talks follow the July deal where the U.S. government received a 15% stake in rare earths producer MP …
S&P 500 free cash flow yield has fallen to 2.58%, the lowest level since the Global Financial Crisis 🚨🚨🚨 pic.twitter.com/pya0wO8QNK — Barchart (@Barchart) September 26, 2025 That means stocks are rising because people are willing to pay more for less cash flow. The S&P 500’s free cash flow yield is at 2.58%, the lowest since …
