Independent thinking for complex markets and current events
The top 20% of Americans now own the majority of US real estate: The top 1% of US earners hold a record $6.1 trillion in real estate, followed by the next 19% who hold $21.0 trillion, an all-time high. This means the top 20% own a combined $27.1 trillion, or 56.4% of total US real …
IRAN JUST OFFERED EUROPE A HORMUZ DEAL. YOU HAVE NO IDEA WHAT THEY JUST TRIGGERED. 🚨 On the surface: Iran offered the EU transit access through the Strait of Hormuz. Sounds like a small diplomatic move. Standard geopolitics. It is not. This is a goddamn financial nuclear bomb. Let that sink in. 💀 The Hormuz …
Google just told the Bitcoin and cryptocurrencies industry it has less time than it thought to prepare for the quantum computing influence. In a whitepaper published March 31, Google Quantum AI researchers demonstrated that breaking the elliptic curve cryptography protecting bitcoin, ether and most major cryptocurrencies could require fewer than 500,000 physical qubits on a …
Analysis: A new oil shock is building. The next few weeks of war will be decisive for the economy. The clock is ticking on the U.S.-Israeli war in Iran. The emerging view from oil industry executives and analysts is that the economic and market fallout from the war could escalate sharply if the Strait of …
Scientists monitoring the Campi Flegrei volcanic system have detected something deeply unsettling — fracture zones extending nearly 8 kilometers into the Earth’s crust beneath Pozzuoli, with seismic and deformation data suggesting a possible connection toward Mount Vesuvius. If confirmed, this could mean that two of Europe’s most dangerous volcanic systems may not be operating independently. …
job loss will crack the housing market. https://t.co/b0OtcMuF5Z — Jon Brooks (@jonbrooks) February 5, 2026 January 2026 home sales collapse -7.2% YoY in early reporting markets pic.twitter.com/iksDQ8LWYs — Darth Powell (@VladTheInflator) February 6, 2026
by Michael There are all sorts of signs that the relentless pressure that has been causing an enormous amount of stress on our financial system is starting to break things. Do you remember how bad things got in 2008 and 2009 when home prices fell dramatically? Well, as you will see below, it is beginning …
Nothing says systemic risk like a record bailout before breakfast. Fed lending $420B to banks is a much bigger story but you are correct. I just posted a link to the Fed story. — Dr. Don Woods (@DonaldW60852684) January 15, 2026 VVIX back over 100 always a red flag, especially with VIX lagging https://t.co/CeIl200Fcl pic.twitter.com/YP7GD3hruh …
“THIS IS NOT LOOKING GOOD Look at these yields… – Germany 10Y is exploding – France 10Y keeps going up – Italy, Spain, Portugal, Greece all rising together THIS ISN’T HAPPENING BY ACCIDENT. This is europe repricing sovereign risk again. Here’s exactly why it matters: Germany is still holding things together, but the rest of …
DOJ scrambles to find VOLUNTEERS to help redact new Epstein files after sleuths used simple method to crack censored documents https://t.co/rEQIONvHTZ — Daily Mail (@DailyMail) December 24, 2025 The Justice Department is seeking volunteers to help redact more Epstein files over the ‘next several days,’ it has emerged. A supervising prosecutor announced an ’emergency request’ …
If this AI debt bubble ever pops, it won’t be just the Silicon Valley taking the first hit, it’ll be your pension and retirement funds. Why? Because the AI buildout has gotten so capital intensive that companies are relying heavily on debt rather than equity. Around $800 billion in private credit is needed for these …
https://www.youtube.com/watch?v=SvdFLSMJvy8 The long-awaited federal crackdown on illegal alien crime in Chicago has finally arrived. On Monday, the DHS tweeted that a federal law enforcement surge was coming to the Windy City, naming it “Operation Midway Blitz.” This operation is in honor of a woman who was killed by an illegal alien in a drunk driving …
The system is stacked against the average person, and nobody seems to care until it hits them in the wallet. Back in 2022, I predicted that the US would not only avoid a recession, but would experience an “immaculate” disinflation. Today, the insulation that once protected the labor market is gone. While a recession is …
The Nasdaq 100 made a new high today while the broader market is imploding at the same rate as April. What happens when a handful of massively overbought stocks holding up the entire market final implode? We'll soon find out. pic.twitter.com/7lUbt2SDjV — Mac10 (@SuburbanDrone) June 26, 2025 Bulls, you need to put down the crack …
If you’ve been looking to buy a house these last couple years you’ve probably heard this phrase from your agent. “ buy the house not the rate” With mortgage rates creeping back up again the rate looks like it’s moving into the house with you like your elderly mother-in-law. Now what’s the problem banks are …
We are on the same rate-cut path as 2007. Remember what happened in 2008? — Steven Van Metre – AI 👑 (@MetreSteven) December 18, 2024 https://twitter.com/Logisticsexpert/status/1869522799389454585 Maybe he is finally starting to see the stagflation? — David Sommers (@dgsommersmkts) December 18, 2024 Rates will rise until it collapses the stock market bubble Collapsing stock market …
AMD with S&P Tech. I think we all see where I'm going with this. Investors are free-basing crack at the AI conference in Washington. pic.twitter.com/gkKPIcIyKv — Mac10 (@SuburbanDrone) October 8, 2024 This has high crash potential as only Nvidia is keeping this market from imploding. It's Artificial Intelligence in markets. pic.twitter.com/twJo8PptRg — Mac10 (@SuburbanDrone) October …
THIS IS INCREDIBLE: Warren Buffet's Berkshire Hathaway cash as % of total assets SKYROCKETED to 25.0% in Q2 2024, above the Q2 2005 high of 24.5%. Back then Buffett’s level of cash stayed elevated until the end of 2007 when the Great Recession started👇https://t.co/jCbnGnUoe3 — Global Markets Investor (@GlobalMktObserv) September 17, 2024 ⚠️FED'S BALANCE SHEET …
We are in the vicinity of peak crack high. pic.twitter.com/UyHtIKtAIa — Mac10 (@SuburbanDrone) July 8, 2024 Millennials and Gen Z are ~90% invested in stocks in their 401ks pic.twitter.com/bndxRPm7Eg — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 7, 2024 https://twitter.com/MFHoz/status/1809947687145406812 When adjusted for gold, US equity market’s overvaluation echoes the 1929 peak. Before you criticize …
via Tom McClellan The SP500 is up to a new all-time high, but the NYSE’s Advance-Decline (A-D) Line is not confirming that. This is a sign of trouble, because it means that the concentration of buying in certain big cap stocks which drive the major averages is not being confirmed by what the rest of …
Biden to launch joint FTC-DOJ task force to crack down on ‘unfair and illegal pricing’ President Joe Biden on Tuesday will launch a new task force to take on “unfair and illegal” corporate pricing, which Biden sees as a major reason why consumers are not yet feeling the impact of cooling inflation rates and a …
Lmao… what a clown show.. Reporter.. “Hunter what’s your favorite kind of crack?? Are you on crack today?” pic.twitter.com/iIj8zzMjEr — Sue Knows Best (@sues86453) January 10, 2024 JUST IN – Dem lawmaker says Marjorie Taylor Greene showed Hunter Biden "d*** pics" in committee room pic.twitter.com/aEoGDCzzj2 — Insider Paper (@TheInsiderPaper) January 10, 2024 h/t last one
by ChampionshipUsed9855 VIX is below 13 again. QQQ has been basically flat for nearly a month. The FOMC is next week, could be a pivot point. Even the perma-bull just admitted this market is high on crack:https://t.co/OOk8ZN4gf9“Buyers have gotten drunk as a proverbial skunk, buying the worst of the worst…there’s a nasty hangover on the …
Iceland ‘is on edge’ waiting for volcanic eruption after giant CRACK tears through center of a town and ‘unholy sounds’ come up from beneath the ground The whole of Iceland ‘is on edge’ as experts say earthquakes which have been rumbling beneath the surface for days and have torn through a town are a precursor …
The Airbnb Apocalypse, as some are calling it, is no longer confined to major cities like New York City; it’s spreading to places like Kansas City as well. But let’s clarify something first: the bust and the apocalypse are two distinct concepts. Cities are reacting to an oversupply of Airbnb listings, and their response is …
via NYT: “After Mayco Milano, a migrant from Venezuela, arrived in New York in late May, he spent a month walking all over Manhattan in search of work. Mr. Milano, who does not speak English, was turned down by countless restaurants. He landed a construction job, but it ended after three days, after he was …
by Chris Black I actually looked into this years and years ago, and found that there was not really anything this guy had other than a story, which he could have just made up. But who even cares? This is hilarious. A man who claims he had sex with Barack Obama in 1999 tells his …
