Independent thinking for complex markets and current events
Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it “digital transformation.” The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I told everyone it would “10x productivity.” That’s not a real …
🚨NEWS: America's biggest meat processors have allegedly used a secretive data company to collude to hike food prices & suppress wages, according to lawsuit documents reviewed by The Lever. Ground beef prices have increased by over 400% as meat-industry wages have stagnated. pic.twitter.com/rlfJSL6GJP — David Sirota (@davidsirota) December 11, 2025 According to private and federal …
BREAKING: A trove of critical minerals has been uncovered in the Utah desert, where Ionic Mineral Technologies—while mining clay—stumbled upon what could be the critical-mineral equivalent of a gold mine, WSJ reports pic.twitter.com/HkNxGTEKMT — Insider Paper (@TheInsiderPaper) December 11, 2025 A Utah company found rare earth minerals that could allow the U.S. to stop relying …
8,159,623 views Sep 15, 2021 Dan Price faced praise and criticism six years ago when he boosted all his employee’s salaries to $70,000 a year. But instead of the economic gloom and doom that was predicted for him, the company and its workforce, by all metrics, has thrived. Each weekday morning, “CBS Mornings” co-hosts Gayle …
“The company behind Donald Trump’s social network Truth Social has lost more than $400m (£305m) on its stash of Bitcoin as the price of the cryptocurrency plunges in a trillion dollar market sell-off. Trump Media & Technology Group held more than 11,542 Bitcoin at the end of September, according to its latest financial statement. These …
Every company would be affected if the AI bubble were to burst, the head of Google’s parent firm Alphabet has told the BBC. Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an “extraordinary moment”, there was some “irrationality” in the current AI boom. In comments …
OpenAI Races to Quell Concerns Over Its Finances. Sarah Friar, OpenAI’s chief financial officer, faced widespread online pushback after she raised the prospect of government aid for the company at a Wall Street Journal technology conference on Wednesday. OpenAI has embarked on a deal spree to build computing infrastructure to power A.I. development, and Ms. …
Perplexed! 🤣 “But while researchers are still working to better understand what could be driving the perplexing rise,” It’s a good thing Pfizer bought cancer company Seagen for $43 billion to take advantage of the trend🥴. https://t.co/oegNTGW5GM — Edward Dowd (@DowdEdward) October 27, 2025 And just think, these cancer rates were in a solid multi-decade …
Rare-Earths Stocks Fall. This U.S. Company Has a Plan to Cut China Dependence. https://t.co/0rIU2NfC1y — Barron's (@barronsonline) October 28, 2025 TORONTO, ON / ACCESS Newswire / October 24, 2025 / Aclara Resources Inc. (“Aclara” or “Company”) (TSX:ARA) is pleased to announce its decision to construct the first heavy rare earths (HREE) separation facility in the United States, located …
The Pentagon just gave a tiny drone company a fat government contract and Donald Trump Jr. already owns four million dollars of it. Unusual Machines is barely two years old. It leans on Chinese parts and somehow just landed a deal to build 3,500 drone motors for the U.S. Army with talk of 20,000 more …
by Martin Armstrong The Dutch government is aiding the US in its plight to isolate China from the free markets, and in particular, to prevent China from digging its heels into the semiconductor manufacturing market. Taiwan controls chip manufacturing, but China believes it controls Taiwan. The US and the European Union are acting together to …
https://nypost.com/2025/10/08/business/johnson-and-johnson-ordered-to-pay-966-million-in-mae-moore-baby-powder-cancer-lawsuit/?ut A Los Angeles jury ordered Johnson & Johnson to pay $966 million to the family of a woman who died from mesothelioma, finding the company liable in the latest trial alleging its talc products cause cancer. The family of Mae Moore, a California resident who died at age 88 in 2021, sued the company …
Forbes is finally catching up on my weekend homework and the story almost writes itself. A husband and wife have become billionaires from a company that does not even have revenue. Let that sink in for a moment. Billionaires without any actual sales. Zero revenue. Forbes is catching up on my due diligence from the …
Sherwin Williams cutting its 401(k) match is a pretty loud signal about where the cracks are showing in the economy. The company lives and dies by housing turnover and renovation cycles. Normally, people buying and selling homes drive paint demand, and DIY projects keep the volume steady. But with mortgage rates still locking people into …
Keith Rabois, Opendoor’s new chairman, said the company he co-founded needs to slash its workforce as much as 85% to fix its cost structure. Rabois returned to Opendoor this week, when the company named former Shopify executive Kaz Nejatian as its new CEO. “There’s 1,400 employees at Opendoor. I don’t know what most of them …
HAVANA (Reuters) – Communist Cuba’s national power grid collapsed for the fourth time in less than a year on Wednesday morning causing a nationwide blackout, authorities said. “There has been a total disconnection of the Electric System,” the Energy Ministry and National Electric Union said. The grid operator said the grid collapsed at 9.14 a.m. …
When you see a guaranteed 10% dividend, you have to ask the obvious question, how are they earning it? U.S. Treasuries are yielding about 4%. Anything paying more than double that is only possible if the company is taking outsized, hidden risks. There’s no free lunch in finance, the spread above the risk free rate …
Is Tesla’s AI hype fueling a stock promotion or real growth? While deflecting attention from previous product that was supposed to justify market cap. His comment proves FSD and robotaxi is a flop. No-one could’ve seen that coming, right?! — Montana Troutslayer (@Troutslayer7272) September 2, 2025
So not only did $MSTR buy just $51M of Bitcoin, due to lack of demand for the preferred ATM’s, but it also looks like Saylor is lowering the 2.5x mNAV floor “when otherwise deemed advantageous” to the Company. pic.twitter.com/Scfd4VMYiA — James Chanos (@RealJimChanos) August 18, 2025 Here are both, for comparison. $MSTR pic.twitter.com/1ig7YTfvKh — James …
🚨NEW: Ofcom threatens American company 'Rumble' with censorship: pic.twitter.com/029cJjl7mJ — GB Politics (@GBPolitcs) July 28, 2025 New nonpublic emails obtained by the Committee reveal Ofcom’s subtle regulatory threats to Rumble—even though the UK is not a target market for Rumble. — Rep. Jim Jordan (@Jim_Jordan) July 28, 2025 Ofcom: Would you like to meet again? …
Adam Swart, CEO of Crowds on Demand, stated in a NewsNation interview that his company was offered a contract worth approximately $20 million to recruit demonstrators for a nationwide anti-Trump protest scheduled for Thursday, July 17. Swart said he rejected the offer, citing concerns about the effectiveness of the protests and the potential for violent …
Nvidia has become the first publicly traded company to reach a $4 trillion market capitalization, closing at $164.02 on July 9 after a 2.5% gain. The milestone places Nvidia ahead of Microsoft and Apple, both of which previously topped $3 trillion. The company’s valuation has grown more than fifteenfold in five years, driven by sustained …
Nvidia has officially become the first publicly traded company to reach a $4 trillion market capitalization. The milestone was crossed on July 9 after shares rose 2.5% to close above $164. The company now sits ahead of Microsoft and Apple, both of which previously topped $3 trillion. Nvidia’s valuation has grown more than fifteenfold in …
Investors channel 2021’s reckless mania again… WSJ article over the weekend saying that profitless junk stocks have been fueling this entire rally since April:https://t.co/SdspyMwcve"Shares of unprofitable companies have outperformed since early April, and investors are now speculating like it’s 2021" One of the stocks… pic.twitter.com/KXAtpep8IN — Mac10 (@SuburbanDrone) July 7, 2025 Carvana has pulled off …
(2) It’s like claiming that your house, which increased in market value last year from $450,000 to $500,000, is actually worth $1.5 million, because you also have to put a 20x multiple on the $50,000 increase! — James Chanos (@RealJimChanos) June 10, 2025
Boeing is currently trying to stabilize production at 38 per month, where it was capped by the U.S. Federal Aviation Administration in 2024 after a midair accident put the planemaker’s safety and production quality program under new scrutiny. After the FAA approves Boeing increasing output to 42 a month, “we do have subsequent rate increases …
My understanding… “Implicit guarantee” = The government does not explicitly commit to backing the GSEs, but markets assume it would intervene to prevent failure. This was the case before the 2008 financial crisis when investors believed the government would rescue the GSEs if… — Lance Lambert (@NewsLambert) May 27, 2025 1. Trump plans to push …
Dr. Burry is fully loaded with $NVDA puts. Has he figured out the company has been engaging in accounting fraud? I'm starting to believe this quarter is going to be NVidia's last hurrah. pic.twitter.com/XTpU1oAOgV — Kashyap Sriram (@kashyap286) May 16, 2025 $NVDA $1.7M spike in 1dte puts, huge $SPY $QQQ pic.twitter.com/SmwkcyDAqU — Traveller (@A_Najumi) May …
🇺🇸 ELON’S TUNNEL COMPANY JUST HIT A ROBOT DIGGING MILESTONE — NO HUMANS NEEDED (EXCEPT THE GUY WITH THE CAMERA) The Boring Company just mined an entire tunnel section without a single person inside the machine — unless you count the videographer tagging along for clout. This… https://t.co/Jza0BO2YU7 pic.twitter.com/gQ2opUCP1F — Mario Nawfal (@MarioNawfal) May 13, …
Bezos getting out since he get most of his product from China. Facts. Over 70% of products sold on Amazon are made in China, according to a 2024 Jungle Scout survey cited by AltIndex. This includes goods from Chinese sellers and manufacturers, as well as products sourced from… — floridanow1 (@floridanow1) May 2, 2025