Independent thinking for complex markets and current events
Multiple risk stack flagged, macro shock, private credit stress, AI valuation reset risk combined. Global stock markets are too high and set to fall, says Bank of England deputy “The thing that really keeps me awake at night is the likelihood of a number of risks crystallising at the same time – a major macroeconomic …
Government promising fast money on a massive claims process… yeah, expect friction, not speed. TRUMP ADMINISTRATION TO BEGIN REFUNDING $166B IN TARIFFS The U.S. government will start refunding up to $166 billion in Trump-era tariffs after the Supreme Court ruled the policy unlawful. From April 20, businesses can file claims through a new Customs system …
Something is happening inside the air travel system, and it is no longer subtle. The strain is showing up in staffing data, operational performance, and the way passengers are experiencing airports across the country. At the center of it is the Transportation Security Administration, where absenteeism has climbed sharply above normal levels. Reports show TSA …
NASA delays Artemis II after fuel seal failures trigger critical safety alarm https://t.co/or9wgwdZFo — Mary Jane Anderson (@MaryJan28337231) February 16, 2026 NASA’s Artemis II mission, intended to carry astronauts around the Moon for the first time since the Apollo era, has been delayed after a liquid hydrogen leak forced an automatic halt during a critical …
Ricardo @Ric_RTP AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted… Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just …
🚨 𝐓𝐫𝐮𝐦𝐩 𝐃𝐞𝐥𝐚𝐲𝐬 𝐓𝐚𝐫𝐢𝐟𝐟 𝐇𝐢𝐤𝐞 𝐨𝐧 𝐅𝐮𝐫𝐧𝐢𝐭𝐮𝐫𝐞, 𝐂𝐚𝐛𝐢𝐧𝐞𝐭𝐬 𝐛𝐲 𝟏 𝐘𝐞𝐚𝐫 The delay postpones a scheduled increase from 25 percent to higher rates on upholstered furniture, kitchen cabinets, and vanities. Read the article in the comment. pic.twitter.com/W1UD6OgQf4 — The Epoch Times (@EpochTimes) January 1, 2026 President Donald Trump has changed his mind on tariffs again …
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,… …
Multiple ground stops and delays at America’s busiest airports are beginning to upend the chaotic Thanksgiving travel week. Due to thunderstorms from a coast-to-coast weather system moving across the US, all flights departing from Hartsfield-Jackson Atlanta International Airport have been delayed by an average of 30 minutes. The air traffic control tower was evacuated due …
It’ll be closer to $10B and open around 2040 — Joshua D Phillips (@JoshPhillipsPhD) November 18, 2025 Maryland more than doubles cost estimate on rebuilding collapsed Baltimore bridge Maryland officials have more than doubled the estimated cost to replace Baltimore’s Francis Scott Key Bridge, which collapsed and killed six construction workers last year after a …
CoreWeave shares closed down 16% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. “Quite frankly, every single part of this quarter went exactly as we planned, except for one delay at a singular data center,” Intrator told CNBC’s “Squawk on …
At least 787 flights have been delayed, and 242 canceled as of 9am ET, according to FlightAware. On Thursday, 7,250 flights were delayed and 1,249 were canceled across the country. Thousands of passengers were left stranded in Orlando last night after the Federal Aviation Administration (FAA) announced there would be ‘no certified controllers for a …
Something broke again in the banking system today. The headlines say regional banks fell because of a few bad loans. That is not the real story. Zions Bancorporation confessed to a $50 million loss on two California loans, and Western Alliance collapsed 11% after admitting it was suing a borrower for fraud (Yahoo Finance, Star …
Government shutdown hits day 13 with flight delays and more lay-off warnings: live updates https://t.co/a1jeyjPVOX — USA TODAY Politics (@usatodayDC) October 13, 2025 WASHINGTON − Lawmakers are bracing for another Senate vote attempting to end the government shutdown as the impact of funding drying up continues to ripple across the country nearly two weeks into the standoff. But both …
The government shutdown is not some background squabble in Washington. It is already bleeding into the country’s infrastructure in ways that feel small today but can rupture into something catastrophic tomorrow. Two Delta jets just clipped each other at LaGuardia, ripping a wing off one aircraft while both were still taxiing. That accident didn’t happen …
https://www.scotusblog.com/2025/10/supreme-court-declines-to-take-action-on-trumps-request-to-fire-fed-governor-for-now/ The Supreme Court on Wednesday announced that it will hear oral arguments in January on a request from the Trump administration to allow the president to fire Lisa Cook, a member of the Federal Reserve’s Board of Governors. In a brief, unsigned order, the justices delayed their decision on the administration’s plea to pause a ruling by …
Something feels off. The $6 breakfast special that used to lure early birds at 6am now only begins at 7am. No announcement. No signs. Just locked doors and puzzled regulars. This shift isn’t just at IHOP—it’s regional. Diners across the Northeast report the same 7am start. It feels coordinated. More like a silent scheduling update …
Moderna plans to cut about 10% of its global workforce by the end of 2025. The move reflects declining Covid vaccine sales and efforts to reduce operating costs by approximately $1.5 billion through 2027. “Given the evolving market dynamics, we are adjusting our footprint to reflect current realities,” Moderna CEO Stéphane Bancel said. https://www.reuters.com/business/world-at-work/moderna-plans-lay-off-10-workforce-cut-costs-2025-07-31 Covid …
Japan is not blinking. Trade talks with the United States have dragged into July with no deal in sight, and Tokyo is holding its line. President Trump has labeled the Japanese “the spoiled ones,” frustrated by their refusal to concede on rice imports and auto tariffs. The original July 9 deadline for new tariffs has …
CNBC’s Megan Cassella joins ‘Squawk on the Street’ to discuss the latest news on newly announced tariffs from the White House.
It’s not that the United States lacks rare earth minerals. Quite the opposite. From Mountain Pass in California to quiet fields in Texas, Wyoming, and Alaska, the ground is packed with critical elements. Neodymium. Praseodymium. Dysprosium. Terbium. Unfamiliar names to most Americans, yet they sit at the center of every modern supply chain. Defense. Energy. …
In an ominous harbinger for the ISM manufacturing release later this week, the new order components of the regional Fed PMIs have collapsed deep into recessionary territory. pic.twitter.com/kjt4jiFGYQ — Peter Berezin (@PeterBerezinBCA) April 28, 2025 I speak with many CEOs who prefer not to have their names or companies mentioned, fearing how it could be …
The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China to USA trade shut down. It takes ~30 days for containers to go from China to LA. 45 to Houston by sea, 45 to Chicago by train. 55 to New York by sea. …
There is a pattern across all agencies where IT “modernization” contracts do not pay for outcomes/performance; instead, they pay for time. Therefore, the incentive is for contractors to “never finish,” resulting in incredible waste. As an example, IRS modernization started in… pic.twitter.com/1OZn8DDTrL — Department of Government Efficiency (@DOGE) March 21, 2025 IRS runs like a …
In one of the most important cases of the social media age, free speech and national security collide at the Supreme Court on Friday in arguments over the fate of TikTok, a wildly popular digital platform that roughly half the people in the United States use for entertainment and information. TikTok could shut down the …
yup my 70 yo coworker asked me what do I know about this whole "crypto" thing the other day.. top's in, buckle up — SpaceCowboy69 (@typowymateusz) December 1, 2024 To add : The run for the door on bitcoin will be a biblical event . Exchanges will pause for days and pause again when reopened. …
The Thanksgiving holiday travel rush is set to collide with severe coast-to-coast storms, threatening significant delays. Heavy rain, winds, and up to 8 inches of snow are forecast for parts of the U.S., particularly the Northeast and West Coast. Newark Airport is already reporting flight delays due to high winds, and more disruptions are expected. …
Nearly 80 million people are expected to travel during Thanksgiving week, and rain, wind and a bit of snow could add to the travel headaches from coast-to-coast. Thanksgiving week is one of the busiest times for travel across the United States as people hit the roads, rails and sky to visit friends and family for …
TL;DR Doctor delays publishing a puberty-blocker study due to U.S. political climate. Study on 95 children showed no mental health improvements from puberty blockers. Contrasts earlier Dutch study that supported their benefits for transgender youth. Concerns about research delay, as results could impact legal decisions on youth gender treatments. Lack of consistent evidence and increasing …
