Independent thinking for complex markets and current events
Gas prices slamming $4.55+ nationally with Illinois diesel hitting a insane new record at $6.06 has feeds exploding. Democrats are hammering Trump over the war link and inflation jumping to 3.8%. We’re paying $4.55 for a gallon of gas because Trump started a war with Iran based on a lie – just like the wars …
LIVE: CPI rips to 3-year high… Gas prices officially up 28 percent YoY… The middle class is being liquidated in real time… Source: fxstreet Gas prices are the main culprit, accounting for nearly half of the monthly spike… Core inflation is stickier than expected, proving price hikes are moving deep into services… Food-at-home costs jumped …
New LinkedIn data shows a 28 percent increase in remote work job postings in the last 30 days. Companies in tech and finance are loosening hybrid requirements to attract talent. This reverses a trend from earlier this year toward more office returns. Workers are citing commuting costs and flexibility as key reasons. The shift is …
A new survey shows a growing number of young Americans are delaying marriage and having children because of high housing and living costs. The average age for first marriage and first child continues to rise. Many cite student debt, rent, and uncertainty about the economy as main reasons. This trend is expected to have long-term …
Small business owners across several states are reducing employee hours and in some cases staff numbers because of sharp increases in liability and health insurance premiums. Many report premiums jumping 20-40 percent in the past year. This is forcing difficult decisions to keep the doors open. Some owners say they are barely breaking even after …
The “Supercommuter Squeeze” is officially the primary friction point in the 2026 economy. We are seeing a direct collision between the 2022-2024 “Drive ’til you qualify” housing strategy and the $105 oil reality of May 2026. For a supercommuter defined as those with a one-way trek of 90 minutes or more, the math has turned …
New data shows Californians who leave the state are typically saving hundreds of dollars per month on housing. Many are heading to more affordable regions as costs in California remain extremely high. This continues the ongoing domestic migration trend driven by housing affordability. The savings are significant enough to change lifestyles for many families. Saving …
via Genzinvestor16180339 The average drink is now $7–$9. When people can make it at home for ~50 cents. Q2 FY2026 already showed demand comes back at current prices. US transactions were up 4.4% while ticket still grew 2.6%. So this isn’t a “no demand” problem. But it also doesn’t mean pricing is optimal, it just …
By Peter Reagan “It’s as American as apple pie.” We usually say that about things we love – baseball, fireworks, family gatherings. But lately, I’ve been wondering if inflation itself is becoming just as familiar. Because this year, something as simple as a Fourth of July cookout is starting to feel… different. Not dramatically different, and …
Total Personal Outlays jump $195B in single month as utility and fuel bills spike… Savings Rate craters to 3.6%; consumers “burning through” cash to maintain lifestyle… Wall Street Reacts: Nasdaq futures drop 200 points on “Higher for Much Longer” reality… Bond Market Carnage: 10-year Treasury yield breaches 4.85% as “Pivot” narrative dies… Stats from today’s …
insurance isn't covering your costs. it's covering their costs. pic.twitter.com/pnCqRp7vHe — SLEPE (@SlepeOnBase) April 26, 2026 Health insurance is a scam. pic.twitter.com/dYzwO4jcge — Dr. Wojak, M.D. (@DrWojakMD) April 26, 2026
Multiple risk stack flagged, macro shock, private credit stress, AI valuation reset risk combined. Global stock markets are too high and set to fall, says Bank of England deputy “The thing that really keeps me awake at night is the likelihood of a number of risks crystallising at the same time – a major macroeconomic …
They keep pushing the no inflation narrative while the actual numbers on food and fuel quietly scream the other direction. Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less.We’re at the front end of a productivity boom.Economic growth won’t be …
On Tuesday, April 14, at the HSBC Global Investment Summit in Hong Kong, CEO Georges Elhedery said something on live Bloomberg television that should have detonated every energy desk on earth. It did not. Because nobody is reading what it actually means. “The highest I’ve seen, and I’m hoping we don’t see more of that, …
Turkey and Argentina used rate pressure management to ease fiscal strain but ended up amplifying inflation and currency instability through loss of market confidence. The former US Federal Reserve chair Janet Yellen says lowering rates to reduce debt service costs can lead to inflation getting out of control. She compared the United States today to …
Current energy and food input spikes resemble 1970s oil shock conditions that drove broad inflation across global agriculture markets. 🇺🇸 🇮🇷 Oil at $210 in Singapore. Fertilizer prices tripled. One rancher's feed bill jumped from $1,600 to $9,000. Former CIA officer Larry Johnson says the economic shockwave from this war hasn't even arrived yet. When …
Everything got more expensive and it never came back down. This keeps feeding consumer fatigue and eventually shows up in slower spending. From coffee to home prices, costs are up everywhere Here’s Yahoo Finance’s snapshot of how some everyday costs have ballooned. A 16-item basket of groceries made up of staples like eggs, bread, and …
The are rough construction costs, not replacement cost radar system – 1.1B 3 additional radar systems – 900M 850 Tomahawks – 1B AWACS – 700B F35 – 100M (3?) KC135 – 100M 2400 thaad and patriot missiles – 240M 2 EC130H – 250M Physical damage to multiple bases – ??? This isn’t touching fuel and …
Jon Stewart blindsides Bernie Sanders with a brutal point about what “endless” government spending actually does to healthcare. STEWART: “When the government promises endless funds to insurance companies… prices RISE FAR BEYOND the rate of inflation.” BERNIE: “Healthcare should be a human right!” Jon Stewart blindsides Bernie Sanders with a brutal point about what “endless” …
FOOD CRISIS BEGINS: Supply chain already being affected by US/Israel-Iran war, and guess who’s ready to step in and profit with fake-meat alternative proteins? Bill Gates and the state of Israel have a plan to feed the world when WWIII-driven famine hits and people can no longer afford to buy dwindling supplies of meat, fish, …
Iran now knows how big of a leverage the Hormuz is. It had never tested it before, now they know. This leaves Trump between a rock and a hard place. If he demands the peace now, it won’t be on the terms he wants. The other way is that he keeps escalating which erodes his …
‼️ FERTILIZER PRICES NOW AT NEAR 4 YEAR HIGH—UP 44%. FOOD INFLATION IS COMING – 30% world’s fertilizer supply & 20% oil supply goes thru Hormuz. – It’s planting season now: Rising fuel & fertilizer costs will reverberate through economy & be felt in grocery stores this summer. pic.twitter.com/1pYuYw1fkp — Maine (@TheMaineWonk) March 22, 2026 …
March 20 (Reuters) – United Airlines (UAL) CEO Scott Kirby said on Friday the airline will cancel about 5% of this year’s planned flights in the short term, as jet fuel prices surge due to the Middle East conflict. “If prices stayed at this level, it would mean an extra $11 billion in annual expense …
The egg on your plate this morning was made from corn. Not literally. But the hen that laid it ate roughly two pounds of feed for every dozen eggs she produced. That feed was primarily corn and soybean meal. The corn was grown with nitrogen fertiliser at $610 per ton on the CBOT March settlement. …
POPEYES FRANCHISE GOES BROKE ON $233M IN CHICKEN One of the largest Popeyes franchise operators in the U.S. just filed for Chapter 11 after losing $18.8 million despite generating about $233 million in sales. The company, Sailormen Inc., has already closed more than 20 locations while thousands of employees wait to see which stores survive …
Not sure who is telling POTUS that supertankers cost $2 Billion? A brand new 320,000-dwt VLCC supertanker costs $125M right now. Used ones are much less expensive. And fertilizer bulkers even less. pic.twitter.com/izbDvZeMMZ — John Ʌ Konrad V (@johnkonrad) March 17, 2026 What is the value of a full VLCC supertanker? What is the value …
Authored by Mike Shedlock via mishtalk, The Road to Housing Act by Senators Scott (R) and Warren (D) is seriously bad policy. 21st Century ROAD to Housing Act Please note the Senate Passes Bipartisan Housing Bill Targeting Large Investors The Senate has passed the largest housing bill in decades — bipartisan legislation designed to improve housing …
The Trump administration has now temporarily allowed Russian oil already at sea to be sold, freeing roughly 100–128 million barrels into the market. Oil had surged past $100 per barrel in the past week because of disruptions from the Iran war, blocked shipping through the Strait of Hormuz, and attacks on tankers. The move may …
Wall Street Apes @WallStreetApes ABC News investigated and found more than 3,000 data centers are already operating nationwide At least 1,000 more planned Residents near data centers are seeing much as 50%+ increases on their electric bills “ABC7 has also been covering public meetings over proposed data centers and there are questions about water use …
Ricardo @Ric_RTP AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted… Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just …