Independent thinking for complex markets and current events
Iran Now Has More Incentive To Resist US Demands, Even If War Restarts: Israeli Think Tank https://t.co/73RJAciGq2 — zerohedge (@zerohedge) May 19, 2026 Iran Now Has More Incentive To Resist US Demands, Even If War Restarts: Israeli Think Tank At this point even hawkish Israeli think tank pundits are increasingly admitting that Iran currently has …
via mattjouff I will preface this by saying: I have absolutely no data on this, I am simply going on logic on anecdotes, but I am interested to see if anyone else has stories or experiences that corroborate this. Here is my thesis: There is a growing silent pile of over due maintenance across US …
The 1973 stock market crash didn’t happen during the oil embargo, it happened in the 6 months after it was lifted. pic.twitter.com/xjyxXHUnxX — NoLimit (@NoLimitGains) May 2, 2026 Late February 2026 strikes hit Iran → Iran squeezes the Strait of Hormuz → ~20% of global oil flow gets choked in real time That instantly removes …
America hasn’t even felt the full hit from the US and Israel conflict with Iran yet. AMERICA HAS NOT YET FELT THE FULL ECONOMIC IMPACT OF THE U.S.–ISRAEL WAR WITH IRAN, BUT THE PAIN IS LIKELY TO INTENSIFY SOON RISING OIL PRICES, SUPPLY CHAIN DISRUPTIONS, AND HIGHER INPUT COSTS ARE ALREADY BUILDING PRESSURE THAT COULD …
Three paths to restored oil flows after Hormuz opening. Best case: 4 months. Base case: 6 months Worst case: 12 months & structural break. You can reopen flows. You can’t restore time.#OilMarkets #Hormuz #EnergyCrisis #Geopolitics pic.twitter.com/LnsMNci8Hy — Art Berman (@aeberman12) April 22, 2026 Meanwhile: It's a deliberate takedown of global energy infrastructure. The real goal …
Data center supply chains are increasingly precarious As many as one in two US data centers planned for 2026 could face delays or cancellations The global chip shortage continues to strain supply, while demand soars Other challenges include energy supply and local opposition Between a third and a half of all US data centers planned …
https://www.bloomberg.com/news/features/2026-04-01/us-ai-data-center-expansion-relies-on-chinese-electrical-equipment-imports Companies like Amazon, Oracle, Meta, Google, and OpenAI have committed over 600B this year to building out datacenters. However, electrical power components like transformers, switchgears, and batteries, are not able to keep up with demand. Exports of these critical parts have increased coming out from China, but it isn’t enoughto meet the unsatiable demand …
Already 25 data center cancellations and postponements this month, expecting to see a 100+ month towards midterms (excludes local/county moratoriums) pic.twitter.com/ftpCQDA1UP — Don Johnson (@DonMiami3) January 18, 2026 Here are a few recent data center postponements from early January 2026 reports: – Microsoft project in Lowell Township, MI: Paused for community input on energy and …
Data center updates in the last 24 hours ⬇️ > Brenham, TX city council blocked tax incentives & zoning changes for a large French-owned data center > Imperial, CA failed to approve site plans for $10 billion project, random shadow company now suing > Indianapolis, IN delayed rezoning decision on MetroBloks project a second time …
via JustmeTX Both Chinese and Russian defensive systems were in Venezuela and the US just walked through it like it wasn’t there. Nobody should have expected Venezuela to be able to hold of US forces. But they did not launch a single missile! or a single plane! And Manpads? they supposedly has around 5000 manpads …
WASHINGTON (Reuters) -Airlines canceled more than 2,700 U.S. flights and delayed more than 10,000 on Sunday, the most disruptions on a single day since the U.S. government shutdown began. https://www.yahoo.com/news/articles/us-surpasses-10-000-flight-033050131.html
#US flights may face delays/cancellations amid shutdown-driven #ATC shortages — reports pic.twitter.com/qkV53YBZJ6#FAA says nearly 50% of major facilities are understaffed; controllers working without pay, ABC News reported. Transportation Secretary #Sean_Duffy: “We will… — ⚡️🌎 World News 🌐⚡️ (@ferozwala) November 4, 2025 🚨⚡️BREAKING AND UNUSUAL U.S. Secretary of Transportation: We may completely shut down the airspace …
The shutdown has started to feel like a slow disintegration. Not a fight in Congress, but a chain reaction. The kind that begins with paperwork and ends in hunger. Inside the Department of Agriculture, someone finally wrote what everyone else had been avoiding. “Bottom line, the well has run dry. At this time, there will …
Tariffs hit fast. Inflation moves slower but with purpose. The consumer price index (CPI) doesn’t capture the full story. When tariffs arrive, importers take the initial hit, but CPI only partially reflects that cost. It undervalues imported goods, ignores wholesale price spikes, and delays the real impact of healthcare and insurance through flawed measurements. In …
Scientists have discovered that Pfizer’s COVID-19 vaccine may increase the risk of eye damage, leading to vision loss. The new study specifically examined how the vaccine affected patients’ corneas, the clear front part of the eye that allows light to enter. In 64 people, scientists in Turkey measured changes in the cornea’s inner layer, called …
🚨🇺🇸 BREAKING: GOP BUDGET VOTE DELAYED AS CONSERVATIVES REVOLT—JOHNSON BLINKS Speaker Mike Johnson says the House likely won’t vote tonight on the GOP budget plan, after a dozen hardline Republicans refused to back it. Despite all-day confidence, Johnson now admits: “I don’t… https://t.co/AA1zB617VM pic.twitter.com/JW7ZQpGWPO — Mario Nawfal (@MarioNawfal) April 10, 2025 🚨BREAKING: House Minority Leader …
Airlines will be forced to offer cash refunds for delayed or cancelled flights without customers having to ask, under major new rules being finalized by the Biden administration. The new plans, which have been nearly three years in the works, will require airlines to provide automatic refunds within a few days of a flight being …
Local Cop, Not Secret Service, Shot Trump Rally Shooter First via @RepClayHiggins. https://t.co/tLXXl6Bf0f — @amuse (@amuse) August 19, 2024 make it make sense! pic.twitter.com/A3zkQ1bu33 — cryptomagus (@averagejoeglade) August 19, 2024
NEW YORK (WABC) — The judge overseeing former President Donald Trump’s criminal hush money case in New York on Tuesday postponed sentencing to September 18, according to a letter sent to the parties. The Manhattan district attorney’s office previously said Tuesday it would not oppose former President Trump’s request to file a motion arguing his conviction should …
The Congressional Budget Office (CBO) has recently updated its projections for the U.S. government’s budget deficit. Here are the key points: Fiscal Year 2024 Deficit: The projected deficit for fiscal year 2024 is $1.9 trillion. Adjusted to exclude certain payment timing effects, the deficit amounts to $2.0 trillion in 2024. Deficit Trend: The deficit is …
Credit card and auto loan debt delinquencies are stacking upThe only reason student loan delinquencies are at the lows, is because they are not reported until October 1, 2024As far as mortgages are concerned most are already locked into 3% rates. Let us see what this looks like… pic.twitter.com/pYy52fSK5J — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) …
It all goes back to the UN Global Compact for Safe, Orderly, Regular Migration. Ever wonder why Europe & Canada are YRARS ahead of us with regard to being flooded with migrants, while the US is just NOW getting the same treatment? That’s because Trump pulled the US out of the UN Migration Compact in …
Four out of five Americans are being exposed to a little-known chemical found in popular oat-based foods — including Cheerios and Quaker Oats — that is linked to reduced fertility, altered fetal growth and delayed puberty. The Environmental Working Group published a study in the Journal of Exposure Science & Environmental Epidemiology on Thursday that …
Former federal prosecutor Andy McCarthy reacts to today’s D.C. appeals court decision against Trump’s immunity argument, what Trump should do next, and what it means to the Trump trials timing.
As oil prices face their fifth consecutive weekly loss, a trend not seen since December 2021, the market reacts with nearly a 5% decline attributed to OPEC’s decision to delay their meeting. The reported cause, “production disagreements,” marks a notable crack in OPEC’s unity, the first sign of such strain since the pandemic began. Oil …
Washington Post saying the white house is divided on how to respond to hamas Major decision being made!? War? h/t NEO
by BoatSurfer600 WASHINGTON, June 22 (Reuters) – U.S. banks are pushing to soften a major regulatory proposal to hike bank capital requirements, worried it could prove too onerous, especially for lenders still reeling from the March banking crisis, according to six people briefed on the matter. Bank regulators led by the U.S. Federal Reserve are …
Legal experts say a trial in the case of former President Donald Trump’s handling of allegedly classified documents may not happen until after the 2024 presidential election — which could work in the former president’s favor. “I don’t see how it gets to trial before the November election,” legal expert and former Assistant Attorney General …