Independent thinking for complex markets and current events
President Trump has touched down in Beijing today for a high-stakes summit with Xi Jinping, but the real story is the manifest on Air Force One. In a move that signals a pivot from “decoupling” to “deal-making,” the President has brought a $870 billion delegation of America’s most powerful billionaires. This is not a diplomatic …
if true, this is insanely corrupt. it needs to stop. it's causing the people of the United States to lose faith in government. — Jon Brooks (@jonbrooks) April 24, 2026 Factcheck: Yes, per a NYT investigation (4/19/26): The Khayyat family pitched a Trump-branded golf course in Syria to Rep. Joe Wilson and others while lobbying …
The report — released Thursday by Sen. Bernie Sanders, I-Vt., the ranking member on the Senate Health, Education, Labor and Pensions Committee, ahead of a hearing focused on drug prices — found that companies that signed drug pricing deals with Trump have raised the cost of hundreds of medications and launched new ones at an …
The European Parliament on Monday halted the ratification process of a sweeping trade deal with the United States, the latest fallout from the Supreme Court striking down most of President Donald Trump’s tariffs. Following an emergency meeting in Brussels, lawmakers said the U.S.’ side of the deal is now “so uncertain.” “Nobody knows what will …
🇺🇸 Trump just posted a 500-word rant saying the Supreme Court "accidentally gave me MORE power" He lost the tariff case 6-3. Two of his own appointees voted against him. His response? The Court's ruling actually expanded his authority. He can use "Licenses" to do "terrible… pic.twitter.com/pXSN1dAd1l — Mario Nawfal (@MarioNawfal) February 23, 2026 BESSENT: …
Source: https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/ HDD capacity from one of the world’s largest manufacturers has started to run dry, according to Western Digital’s CEO, as major LTAs have been signed out. Western Digital’s Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about …
More than 40,000 signed home purchase agreements were canceled in December, representing 16.3% of all homes that went under contract, according to Redfin. There were roughly 47% more home sellers than buyers in the market in December, according to the real estate brokerage. Atlanta saw the most contract cancellations in December. Serious headwinds in the …
BREAKING: President Trump signs executive order, federally protecting AI companies from state law violationspic.twitter.com/F9THQTMjBz — Financelot (@FinanceLancelot) December 11, 2025 BREAKING 🚨: Housing Market U.S. Home Prices turn negative for the first time in more than 2 years 🏡📉 pic.twitter.com/UFvQcjACyV — Barchart (@Barchart) December 11, 2025
They’re acting like delaying this rule fixes anything. Feels like someone’s protecting the dirty money. The new FinCEN rule (now delayed to March 2026) absolutely targets big private equity firms like BlackRock, Blackstone, Invitation Homes, etc. It requires full disclosure of beneficial owners and funding sources for any all-cash residential purchase made through an LLC,… …
Black Friday sales are well underway, with inflation-fatigued consumers looking to snag markdowns on everything from pantry and toiletry staples to jackets, makeup and gaming consoles. Although predawn lines and door busters are largely a thing of the past as sales stretch for months, Black Friday still kicks off a weekend that delivers steep discounts. …
Ooof. Market is seeing right through all of these garbage AI deals. https://t.co/8ST3Mgtmu0 — QE Infinity (@StealthQE4) November 18, 2025 The $300 billion agreement between Oracle and OpenAI, first revealed on September 10, has gone deep into the red; negative $74 billion to be exact. The market wiped out $315 billion from Oracle’s value since …
How is OpenAI funding all of these deals? https://t.co/OZFfEdCHIa — Dividend Hero (@HeroDividend) November 3, 2025 OpenAI has now: 1. Signed $500 billion Stargate deal 2. Signed $100 billion Nvidia deal 3. Signed $100 billion AMD deal 4. Signed $38 billion Amazon deal 5. Signed $25 billion Intel deal 6. Signed $20 billion TSMC deal …
RENTAL AFFORDABILITY HITS FOUR-YEAR HIGH Rental costs now take 28.4% of median household income — the best level since 2021. Landlords are offering concessions on a record 37.3% of listings on Zillow, while single-family rents rose just 3.2% year over year, the lowest on record. https://twitter.com/spice1975503/status/1979159865001152793 Apartment rents are collapsing pic.twitter.com/M3NidrcgKQ — Darth Powell (@VladTheInflator) …
A lot of Artificial Intelligence deals increasingly sound like Artificial attempts to blow up stock prices, I mean just look at this one: https://techcrunch.com/2025/10/07/wall-street-analysts-explain-how-amds-own-stock-will-pay-for-openais-billions-in-chip-purchases/ Anybody wanna make a “deal” of 100 Billion $ with me, I make one with your friend and that friend makes one with you? https://www.nbcnews.com/business/economy/openai-nvidia-amd-deals-risks-rcna234806 Nvidia doesn’t manufacture the chips. They …
The AI hardware market looks competitive, but it isn’t. Nvidia is quietly running the entire game. What seems like a patchwork of chipmakers and cloud providers is really one company controlling the flow of money, production, and deployment. Nvidia invests in OpenAI, which buys chips from AMD. Oracle sells cloud infrastructure powered by Nvidia, and …
“We have in Japan it’s $550 billion, South Korea’s $350 billion. That’s upfront,” Trump told reporters on Thursday Japan has said they will make investments based on U.S. projects, rather than paying upfront. Japan says the investments should be made ‘from time to time’ until the end of Trump’s term in January 2029. Japan intended …
https://www.business-standard.com/world-news/china-closes-google-antitrust-probe-as-trade-talks-with-us-advance-125091800526_1.html China has decided to end its antitrust investigation into Google, coinciding with renewed trade discussions with Washington over TikTok and Nvidia, The Financial Times reported on Thursday. The move indicates a tactical recalibration by Beijing, shifting its regulatory scrutiny towards Nvidia as a bargaining tool in US-China trade negotiations, while signalling flexibility by dropping …
Most Americans still do not understand what has happened since Donald Trump left the White House. The presidency was supposed to end in January of 2021, but in reality the office never ended. It was converted. It became a machine. A mechanism designed to take foreign interest, family loyalty, and political fame and spin them …
Russia accused Ukraine Sunday of launching drone attacks that sparked a fire at a nuclear power plant in its western Kursk region overnight, as Ukraine celebrated 34 years since its independence. https://t.co/p1wo977EWu — CityNews Toronto (@CityNewsTO) August 24, 2025 President Trump said that Ukraine would have to continue attacks on Russia to have any hope …
Trade "deals" under Trump: Where binding agreements go to die of acute documentation deficiency. Our allies now navigate a Schrödinger's negotiation—simultaneously concluded and nonexistent. South Korea confirmed August 5 their "deal" isn't written down. Vietnam's 40%… — White House Xray (@xray_media) August 19, 2025
Trump didn’t deregulate Big Tech. He sold them immunity. “At the beginning of Trump’s second term, at least 104 technology sector corporations faced at least 143 federal investigations and enforcement actions. So far, 47 of those enforcement actions (against 45 tech corporations) have been withdrawn or halted (38 withdrawn, nine halted).” https://www.citizen.org/news/trump-puts-big-tech-above-the-law-amid-industrys-billion-dollar-influence-campaign/ The cost was …
Zhao confirmed it himself. “I got lawyers applying,” Zhao said on a podcast, admitting the request came after Bloomberg and The Wall Street Journal reported his pardon bid amid Trump-family links to Binance.US. https://cointelegraph.com/news/changpeng-zhao-cz-binance-asked-trump-pardon He denied it first. Then applied. The denial came in March. His lawyer hire began in February. The pardon request was …
Earlier in the day, US President Donald Trump announced an extra 25 per cent trade tariff on India after he warned the country of action over its oil purchases from Russia, taking the total levy to 50 per cent. The additional tariffs are to be applicable after 21 days from today, coming into effect on …
Hedge funds are buying more homes and using tricks like seller financing to sell them again. This lets them avoid traditional loans and keep control over the property. They often sell to buyers who can’t qualify for normal mortgages because of bad credit or unstable income. These buyers sign contracts with high interest and big …
Something doesn’t ring true about the tariff ultimatum. Trump announced a 25 % tariff on India plus an added “penalty” for purchasing Russian energy and military goods starting August 1, framing it as both punitive and principled. He claimed India has “tariffs among the highest in the world” and uses “obnoxious non‑monetary trade barriers,” before declaring India …
REPORTER: What happened to 90 trade deals in 90 days? TRUMP: It's all done. 🤡🤡🤡 pic.twitter.com/qNEVZBim3q — Spencer Hakimian (@SpencerHakimian) July 8, 2025 We’re back to Liberation Day. What a completely useless and pointless merry go round. pic.twitter.com/ehS5JMIX0e — Spencer Hakimian (@SpencerHakimian) July 7, 2025
We’ve had like 5 TV appearances today from cabinet members on “countries ripping us off”. There’s a non zero chance we do Liberation Day all over again next week when the 90 day pause expires. Trump is humiliated that nobody came forth to negotiate with him and he might just go full moron yet again. …
Insider corruption no longer hidden. The fact that it is all out in the open like this — that insider corruption is accepted and common knowledge, that people close to power don’t even bother to hide the grift behind a curtain such that now there is a fund vehicle coming so that the very public …
President Donald Trump could extend looming deadlines for reimposing steep tariffs on imports from most of the world’s countries, the White House said Thursday. Trump’s July 8 and 9 deadlines for restarting tariffs on those nations are “not critical,” White House Press Secretary Karoline Leavitt told reporters. “Perhaps it could be extended, but that’s a …
https://twitter.com/NorthmanTrader/status/1931734737481318633 Hassett China not releasing mineral exports at pace US wants — FinancialJuice (@financialjuice) June 8, 2025 White House Press Secretary Leavitt: China must fulfill its trade deal obligations. — First Squawk (@FirstSquawk) June 8, 2025