Independent thinking for complex markets and current events
BREAKING: The US is set to announce a “substantial” increase in sanctions on Russia within the next 24 hours. Treasury Secretary Bessent called this "a substantial pickup in Russia sanctions." — The Kobeissi Letter (@KobeissiLetter) October 22, 2025 President Donald Trump has imposed major new sanctions on Russia after canceling a meeting with President Vladimir …
One of the oddest things in the House budget bill was cutting the private market incentives in energy markets. 81% of incremental power generation will be crippled by that single stroke of the pen. How do we compete in AI and compete against China? They have an abundance of… pic.twitter.com/QOALsBwLum — Chamath Palihapitiya (@chamath) May …
Could it really take twice as long and four times as much money to replace the collapsed Francis Scott Key Bridge than it did to build it in the first place? The Key Bridge was built at a cost (adjusted for inflation) of about $200 million. Replacing it could take a decade and cost $400 …
Costco reports inflation at zero, a significant drop from 6%+ just 9 months ago. Very encouraging Costco update on inflation: basically at zero. Down across board. And the pace of decline is steep: Inflation at $COST was 6%+ only 9 months ago. $WMT $AMZN $TGT $KR $XLY $XLF $TLT pic.twitter.com/RP5QhItTSh — Rahul Sharma (@Retail_Guru) December …