Independent thinking for complex markets and current events
Why are there 30,000 options contracts betting that gold will reach $20,000 by this December? https://t.co/tR0j9qVvvM — HealthRanger (@HealthRanger) June 26, 2026 🪙Open interest alone does not reveal whether these positions are speculative bets, hedges, or part of a more complex options strategy. What we do know is that open interest in the $20,000 gold …
A viral claim about California’s diversity program is making the rounds. 🇺🇸 California now requires companies to prove they’re gay to get government contracts, including letters from personal contacts confirming their sexuality. What is happening in California?! The DOJ is already investigating this madness. Writer: Claudiopic.twitter.com/DmZSNXrHUz — Mario Nawfal (@MarioNawfal) June 22, 2026 The claim …
Wall street analysts hype memory shortage and trump tariffs while hiding the pure options mechanics. This is textbook gamma squeeze where dealers keep buying shares to stay neutral and the price just runs away. Can someone please explain how a $1 trillion company can go up 20% in one day? pic.twitter.com/Ajoj1q48S0 — The Wheelie Investor …
WARNING: SOMETHING EXTREMELY UNUSUAL IS HAPPENING!! Insiders are buying COMEX Gold options at $15,000 – $20,000 for December 2026. Gold is around $4,700 right now. This means THEY EXPECT THE GOLD PRICE TO TRIPLE. And if you think that’s just gambling YOU’RE COMPLETELY WRONG. Let me explain this in simple words. This position did NOT …
LARGEST FED FUND FUTURES TRADE IN HISTORY 🚨 A bond trader just made the largest fed fund futures bet in history. The trade was a total of 200,000 contracts for January which amounts to a total risk of $8 million per basis point move. pic.twitter.com/R0sV78VAGB — Barchart (@Barchart) January 7, 2026 Someone just sold 200,000 …
Agencies across the Trump administration have taken out subscriptions in recent months to news organizations that officials had very publicly cut off this year, reversing an earlier decision to cancel them that Elon Musk, senior White House aides and President Donald Trump had declared was necessary to end what they called a scandal. The administration …
DOGE IS QUIETLY DEFUNDING $3.5B IN WASTE, ONE RIDICULOUS CONTRACT AT A TIME DOGE dropped a silent nuke: 43 contracts terminated or descoped, ceiling value $3.5B, hard savings $222\\m, and the crown jewels are pure comedy gold: – $4.3M Treasury contract to “develop a comprehensive strategic narrative and management approach aimed at the Human Centered …
Michael Jordan talks unusual clause in his NBA contracts and Anthony Edwards and players wanting advice on double teams
Appetite for risk is incredibly strong: Options trading volumes in loss-making Russell 2000 stocks have risen to ~6 million contracts per day, an all-time high. Volumes have more than doubled since April and surpassed the previous record set during the 2021 meme-stock mania. By comparison, options activity in profitable stocks is only 33% as large. …
via notayesmanseconomics On Tuesday we received figures for the labour market which showed a weakening economy. Sometimes the labour market is ahead of the output or GDP numbers as for example we saw in 2012/13. But this morning the GDP numbers disappointed as well. Monthly GDP is estimated to have fallen by 0.1%, following no …
Authored by Mike Shedlock via mishtalk, The manufacturing ISM continues to reek of mild stagflation. ISM chart and excerpts below by permission from the Institute for Supply Management® ISM® Note: Supplier Deliveries is the only ISM® PMI® Reports index that is inversed; a reading of above 50 percent indicates slower deliveries. Please consider the October 2025 Manufacturing ISM® Report …
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 …
For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊♂️ …
That govt contracts have limited growth upside Anyone in industry understands this and that PLTRs revenue will likely peak soon https://t.co/l08pIIXfpD — Merlin Capital 🧙♂️ (@merlinscapital) August 24, 2025 Palantir CEO Alex Karp has sold more than $62.7 million worth of shares in the artificial intelligence software company, according to securities filings. This means Alex …
The cracks are showing. DR Horton booked $1.02 billion in net income for Q3 2025, a sharp drop from $1.35 billion a year ago. Revenue slid 7% to $9.2 billion. Closings fell to 23,160. The backlog shrank 16%. Order value dropped 19%. Gross margin slipped to 22.7%. Incentives increased. Liquidity held steady at $5.5 billion. …
by confoundedinterest17 I am glad all over … because the AI boom is delivering a record contribtion to US GDP. And US home prices are contracting making housing more affordable. I don’t care what you did when you lived in Fort Worth, but at least home prices are contracting.
The U.S. economy has officially entered a downturn, with the latest Q1 2025 GDP estimate confirming a 0.2 percent contraction. While this revision is slightly better than the initial 0.3 percent decline, it still marks the first economic shrinkage since 2022. This signals growing instability, with businesses and investors bracing for further turbulence. The primary …
🚨BREAKING: Sources claim that Harvard is facing an "existential, perhaps untenable crisis" over losing federal contracts. pic.twitter.com/PAwvIutxgD — Derrick Evans (@DerrickEvans4WV) May 28, 2025
There is a pattern across all agencies where IT “modernization” contracts do not pay for outcomes/performance; instead, they pay for time. Therefore, the incentive is for contractors to “never finish,” resulting in incredible waste. As an example, IRS modernization started in… pic.twitter.com/1OZn8DDTrL — Department of Government Efficiency (@DOGE) March 21, 2025 IRS runs like a …
Goldman Sachs estimates over $4.7T in notional options exposure will expire this Friday, including $2.8T in $SPX options and $645B in single stock options. That’s about 8.2% of the Russell 3000’s market cap—however, smaller than March 2024’s expiration. pic.twitter.com/MHe6ul0v99 — Wall St Engine (@wallstengine) March 21, 2025
Shares of Accenture tumbled about 7.3% after the consulting firm said efforts to tighten federal spending are starting to weigh on its revenues. Accenture is among the first of the U.S. corporate giants to get hit by the Trump administration’s so-called Department of Government Efficiency. “As you know, the new administration has a clear goal …
The timing is no coincidence, with many speculating that this is a strategic move to distance itself from the looming collapse of the London Bullion Market Association (LBMA). The implications are huge, signaling a potential unraveling of a market already in crisis, leaving many to wonder how deep the fallout will go. COMEX: Delisting of …
HUNTSVILLE, Ala. – Feb. 12, 2025 – Northrop Grumman Corporation (NYSE: NOC) secures two significant contracts totaling $1.4 billion to advance air and missile defense capabilities for the U.S. Army and Poland. These awards reinforce Northrop Grumman’s position as a leader in advanced integrated battle management solutions, driving innovation through artificial intelligence and model-based systems engineering …
G7 countries debt-to-GDP ratios in 2024: United States: 123% United Kingdom: 104% Italy: 139% France: 112% Japan: 255% Germany: 64% Canada: 105% ⚠️GLOBAL ECONOMY IS DRIVEN BY A MASSIVE DEBT BUBBLE⚠️ G7 countries debt-to-GDP ratios in 2024: United States: 123%United Kingdom: 104%Italy: 139%France: 112%Japan: 255%Germany: 64%Canada: 105% What is the long-term solution here? pic.twitter.com/sgA2qMfR4A — …
It’s a real shame how people and corporations treat the elderly in 2024. These people have worked their entire lives and have supported and raised families and if it wasn’t for them, none of us would have anything. Yet they are being discarded once they have been sucked dry of all their money, even when …
BREAKING: Reports are emerging that the United Arab Emirates government has FROZEN billions of dollars worth of contracts with France for the purchase of 80 fighter jets due to the recent arrest of Telegram CEO Pavel Durov THIS IS AMAZING! Dubai is winning, while Paris is… pic.twitter.com/enz6ncn1Cc — George (@BehizyTweets) August 27, 2024 h/t JADR
The federal government is sending billions of dollars of U.S. taxpayer money to four of the big six global advertising agencies, which include some of the leading architects of online censorship. These multinational corporations have spent much of the last decade demanding online censorship of “hate speech,” “disinformation,” and “harmful content” on social media platforms, all while …
