Independent thinking for complex markets and current events
Walmart is cutting prices because demand is crashing. Don't let the Trump propaganda fool you pic.twitter.com/I6u2zz061i — Darth Powell (@VladTheInflator) July 7, 2026 Walmart is cutting prices on thousands of products, not doing the Fed’s inflation theory any favors. Coca-Cola. Pepsi. Laundry detergent. Lawn mowers. You name it. This is great news for consumers who …
The White House used its July 4 event to highlight DOGE, but it also felt like the end of a chapter. Whether DOGE disappears completely or simply changes direction, the push for rapid government efficiency no longer feels like the main story. Congress has already moved on. Now the fight is over Medicaid, Planned Parenthood …
By Peter Reagan Public domain photo via jotoler on Pixabay It’s always exciting news when reports come in that U.S. factory outputs are up. For many of us who grew up with parents working factory jobs and with TV shows like Laverne & Shirley showing factory work as part of a typical (and overall good) American life, factory work …
Anthropic CFO Krishna Rao drops a bombshell: Over 90% of the company’s internal code is now written by Claude Code… The finance division is running 70+ specialized AI workflows, turning multi-hour reports into 30-minute tasks… Outputs are reportedly 90% to 95% complete before a human eye ever touches them… Rao insists headcount isn’t dropping, claiming …
via Many_Ebb7816 There’s a house two streets from me that’s been sitting as a bank-owned REO since February- listed at $265k, probably worth $210k in current condition, and getting worse every month it sits. I know for a fact they’ve had offers. Reasonable ones. Rejected every single one. Had an auction in April, nobody met …
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 …
AMERICANS ARE CUTTING SPENDING, PRIORITIZING ESSENTIALS OVER TRAVEL AND LIFESTYLE EXPENSES — First Squawk (@FirstSquawk) May 1, 2026 #BREAKING: Reports say millions of Americans are stuck with vacant and flipped homes, listing high and refusing to sell over fears of steep sale taxes. — Insider Wire (@InsiderWire) May 1, 2026 "Most Americans care deeply about …
#URGENT THIS IS A FULL-BLOWN OIL SHOCK 14.5 MILLION BARRELS PER DAY — WIPED OUT. GONE. The Gulf isn’t just disrupted… it’s crippled. Crude production has COLLAPSED by a staggering 57% in April, and even if the Strait of Hormuz reopens, recovery won’t be quick. 💣 Goldman Sachs warns: “FULL RESTORATION COULD TAKE MONTHS.” Here’s …
In case you’re wondering how fcked America is, we are now cutting ground beef with pork at 80/20 in Kroger $KR pic.twitter.com/P1Ye7wnYRp — Roger (@rdd147) April 16, 2026
Chinese exporters are actually cutting prices for U.S. importers to remain competitive under the heavy tariff burden. This is an attempt to "share the pain" of the 45%+ tariffs just to maintain a foothold in the American market. To protect their total global revenue, these same… — Long River Holding (@longriverCM) February 9, 2026 Yes, …
Blue wave watch: Democrat flips Trump +17 Texas Senate seat in 32-point swing Democratic candidate Taylor Rehmet has won a special election for Texas State Senate District 9 in Tarrant County — a seat Donald Trump carried by 17 points in November 2024, per The Downballot. As I’m writing this, approximately 99% of the vote …
Everything is breaking records at the same time and that’s not strength, that’s stress. When stocks, gold, debt, and delinquencies all hit highs together, it means the system is being force fed cheap money. Cutting rates now doesn’t fix the problem, it pours gasoline on it. This rally isn’t confidence, it’s desperation dressed up as …
Michael Burry warns the U.S. might be headed towards full nationalization of the Bond Market 🤯👀😱 pic.twitter.com/Enwbs6ZFnS — Barchart (@Barchart) December 12, 2025 10Y 4.2 Powell is fuming — Don Johnson (@DonMiami3) December 12, 2025 10 year yield right back up to 3 month highs despite the Fed announcing t-bill QE. The bond market is …
Pfizer is in the midst of an aggressive, multi-year cost-cutting effort, which so far has left nearly 2,000 people jobless. Pfizer will part ways with more than 200 employees across Switzerland as part of continuing effort to slow its cash burn, according to a Wednesday report from Bloomberg. After the layoffs, the pharma expects its …
Economy going to be so good but we gotta keep cutting rates https://t.co/Ah1mWdIOjh — TT3 (@TradingThomas3) December 5, 2025 Kevin Hassett, head of the National Economic Council, argues a wave of new factory construction and reshoring projects is building “massive momentum” for the U.S. economy into next year. He points to dozens of recent factory …
Basically cutting rates to 0 by end of next year https://t.co/jy5Cbb8oAU — TT3 (@TradingThomas3) December 3, 2025 Grok: Scott Bessent, Trump’s pick for Treasury Secretary, wants more White House say in picking Federal Reserve regional bank leaders. He’d require them to have lived in their area for 3+ years and might veto nominees who don’t. …
Affordability crisis rattling mom-and-pop shops… “Surging import costs. Mounting payroll and healthcare expenses. A shortage of affordable loans. And a stressed-out workforce. Small businesses are facing mounting pressure from America’s affordability crisis. Doug Scheffel, owner of a family-run ETM Manufacturing in Massachusetts, laid off about a quarter of his employees in April as the Trump …
That’s the kind of move governments make when they think people won’t push back. If they can shut down the opposition’s bank accounts, they can shut down anyone’s. GERMAN BANKS FREEZE AfD ACCOUNTS IN ESCALATING CRACKDOWN ON DISSENT Multiple German banks are shutting down accounts linked to AfD, now the country’s largest opposition party, without …
China just shut the door on foreign AI chips.No more U.S.-built silicon in state-backed servers. This isn’t just policy-it’s protection.Of sovereignty.Of data.Of destiny. What it means:• Nvidia, Intel, AMD lose ground in China• Domestic chipmakers like Huawei benefit•… — The Master Builder (@KingsProtocol) November 5, 2025 (Reuters) – The Chinese government has issued guidance requiring …
It’s not just $CMG dropping. Even fast food is dropping Wendy’s has been smashed and they probably have the best food of them all. It all comes back to the consumer pic.twitter.com/wCURBOAS19 — QE Infinity (@StealthQE4) November 1, 2025 🚨MORGAN STANLEY: THE BULL MARKET IS ABOUT TO END. Andrew Slimmon says we’re in the late …
[NEWS] GM is officially cutting Apple CarPlay and Android Auto: CEO Mary Barra confirmed the phase-out, saying GM will move to a single, native in-car system built on a new centralized computing platform. Meaning, by 2028, every GM vehicle will run its own interface. And will… — Car Dealership Guy (@GuyDealership) October 24, 2025 Both …
You literally can’t make this up Los Angeles has a new barrier to getting to Democrats zero emissions. The homeless are stealing all the copper wiring out of EV chargers throughout the city “Thieves are targeting EV chargers for copper, cutting cords, even breaking into chargers using a hacksaw” “Could copper theft slow LA’s move …
Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you …
Continuing trend pic.twitter.com/O0k2lv0xTM — JuiceBoxHero 🌖 (@JuiceBoxHero775) October 8, 2025 At this rate gold will hit $5000 in about two weeks — zerohedge (@zerohedge) October 8, 2025 Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says U.S. GDP growth in the first half of 2025 was almost entirely …
Holy. Shit. Atlanta Fed is now projecting that Q3 GDP will be +3.4%… a massive expansion. The US economy is running HOT. pic.twitter.com/aDQHxtq4iY — Geiger Capital (@Geiger_Capital) September 16, 2025 For the rate of inflation to be dropping (LOL Trump) or even flat during this time frame tells you that consumption has completely evaporated. It …
Europe is being forced to confront its dependence on U.S. protection. Countries on Russia’s border will either spend heavily on defense or expose themselves to strategic collapse. Europe’s scramble to fund Ukraine’s security proves Trump’s strategy works—forcing allies to pay their share instead of draining U.S. taxpayers. NATO members stepping up? That’s the America First …
So I’m supposed to believe the Fed is about to cut rates when credit spreads are sitting at multi-month tights? Cutting here = loosening financial conditions just as inflation pressures re-accelerate. That’s a policy mistake in the making and likely the only cut of 2025. The… pic.twitter.com/ubZOJscXpe — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 21, …
via ToastTheCorgi Everyone piling into “September rate cut” bets is ignoring the actual data and listening to wishful thinking. The Fed isn’t going to hand out a cut just because markets want it. The labor market is still holding up. Sure, unemployment has ticked up a little, but it’s nowhere near a collapse. Powell has …
Rate cuts: like putting a band-aid on a sinking ship. For those begging for rate cuts, look back at 2001 and 2008. The Fed started cutting right before unemployment spiked. The pivot wasn’t a win, it was the signal that the real damage was about to hit. If the economy was healthy and booming, there …
Cutting interest rates amidst the biggest asset bubble in history is the definition of madness — The Maverick of Wall Street (@TheMaverickWS) August 12, 2025 1. Stocks: all-time high2. Home Prices: all-time high3. Bitcoin: all-time high4. Gold: all-time high5. Money Supply: all-time high6. National Debt: all-time high7. CPI Inflation: 4% per year since Jan 2020, …