Independent thinking for complex markets and current events
DJT is trading at a multi-billion dollar market cap while generating less revenue than a successful suburban car dealership. The disconnect between price and productivity is reaching escape velocity. Nearly 90% of the quarterly loss is tied to $368.7M in unrealized hits on digital assets and equity. The balance sheet is effectively a high-stakes crypto …
Oracle's free cash flows isn't expected to go positive again until 2030 https://t.co/WCAPamfTiz pic.twitter.com/H9X5qJw8H7 — Joe Weisenthal (@TheStalwart) February 2, 2026 A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater https://t.co/UBt8H4OO8W — zerohedge (@zerohedge) February 2, 2026 Just over a month ago, on Dec 17, alongside the news …
The Epstein story just split wide open, and the public is watching what both parties do with the fuse. The House Oversight Committee has subpoenaed Trump-era DOJ records naming both Trump and the Clintons in the Epstein files. Ghislaine Maxwell is expected to testify under oath from prison on August 11. Behind closed doors, Dan …
Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the outlook for the energy sector, and a “worst-case” that could cause an oil market shock and send prices beyond $200 a barrel.
Vaughan home prices and home sales tank in July. The spring real estate market in Vaughan comes to a grinding halt. Bank of Canada’s 2 rate hikes have slowed the whole GTA market down. Homes sales in Vaughan drop 46% and detached homes in Vaughan drop over $130,000 in just 60 days. h/t Simian_Stacker
