Independent thinking for complex markets and current events
If the AI revolution is real, why are companies changing the way the books are counted? 2–3 year hardware lifespan suddenly becomes 5–6, profits magically rise. $NVDA AI chip demand is built on lies apparently… according to Michael Burry. pic.twitter.com/Vc93KNWmGK — Kris Patel 🇺🇸 (@KrisPatel99) November 10, 2025 MICHAEL BURRY WARNS OF ‘EARNINGS FRAUD’ FROM …
THIS IS MADNESS. Billionaires invested billions in AI to replace us. It’s led to massive layoffs & a massive increase in billionaire wealth due to hyper inflated stock market. And when their greed causes the market to crash they’ll just ask the politicians they own for bailouts. THIS IS MADNESS. Billionaires invested billions in AI …
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 …
yo @X @Support bring back @RobSchneider pic.twitter.com/AbxGK2bUNy — Mike Benz (@MikeBenzCyber) October 16, 2025 I need help with Rob Schneider’s X account. He is a friend and texting me if someone from X can dm me. Picture as proof of friend: pic.twitter.com/1VAXZ1J93v — Natalie F Danelishen (@Chesschick01) October 16, 2025
by confoundedinterest17 Feelin’ stronger for the most part. Mortgage applications decreased 4.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending October 3, 2025. The Market Composite Index, a measure of mortgage loan application volume, decreased 4.7 percent on a seasonally adjusted …
For those who have followed me long enough, you know that vendor financing has been Nvidia’s practice since the introduction of ChatGPT. They have consistently invested in startups and hyperscalers so that these companies could buy their GPUs. Now, with the massive numbers coming in – an estimated $55B in revenue next quarter, over $60B …
The chart below shows that labor’s share and capacity utilization often move in opposite directions because higher utilization today tends to amplify capital’s pricing power rather than labor’s bargaining leverage. In the late 1990s, utilization pushed above 83% while labor’s share drifted down, as globalization and lean supply chains let businesses capture demand without raising …
The Fed would be foolish to hike 0.5, it would signal they’ve been wrong all along. A 0.25 hike now and another 0.25 next month is the smarter approach. .50 Fed rate cut imminent? Those numbers were ice cold. — QE Infinity (@StealthQE4) September 10, 2025 PPI ICE COLD: The Producer Price Index for final …
Corporate profits demand that suburban consumers subsidize the huge energy consumption of AI data centers byu/Boo_Randy_II ininflation
For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊♂️ …
Android has always let you install apps from outside the Play Store, a process called sideloading. It’s how people get apps that aren’t available in their region or alternative versions of popular apps. Starting next year, Google is tightening the rules: developers will need to verify their identity before their apps can be sideloaded on …
https://twitter.com/rev_cap/status/1962197481111834696 Housing *does* need help, but totally agree if they cut FFR it’ll just make things worse Since cutting cycle of 100bps last sept, 30Y UP 100bps Eventually I also think they try another George W Bush type program (when the rate cuts don’t work)https://t.co/42buOXff4f — Robert (infra 🏛️⌛️) (@infraa_) September 1, 2025 We’re now …
How the HELL is Trump demanding rate cuts not a direct conflict of interest? -Trump empire tied to real estate -Entire fam heavily into crypto -Extended fam run PE/VC/investment firms -DTJ buys ~$100m worth of bonds This is absolutely absurd the more I think about it How the HELL is Trump demanding rate cuts not …
A presidential election in Ukraine should be one of the immediate conditions imposed for any further discussions about long term peace agreements. 1. Have a national referendum to vote for a new president. 2. As part of this national election, have the eastern Donbasses, under… https://t.co/iyhPxqeKrC — General Mike Flynn (@GenFlynn) August 20, 2025 Zelensky …
If consumer demand is frozen and margins are squeezed, are stocks about to fall? Data and full report here: https://t.co/pxYDtGgI1a pic.twitter.com/Lp3Bzo280Z — The Coastal Journal (@1CoastalJournal) August 20, 2025 Corporate bankruptcies are heading for a record high this year higher than any other down turn in US history Report link: https://t.co/pxYDtGgI1a pic.twitter.com/z0oWH6yzhp — The Coastal …
Alarming graph of housing demand implosion to lowest point in 30 years is at 18 seconds of video. -2.7% Latest News Existing-home sales decreased by 2.7% in June. Month-over-month sales declined in the Northeast, Midwest, and South, and rose modestly in the West. Year-over-year, sales fell in the Northeast and West, while rising in the …
Data centers in the U.S. are using a lot more electricity, and that number is going up fast. Right now, they use about 5% of all the power in the country. By 2030, that could grow to more than 10%. “Forecasts show that data center energy demand will grow from 5% of total US power …
They didn’t release GPT-5. They pulled the pin and tossed it. The livestream sold a moonshot. What landed was a limp — and a trust kill. “GPT-5 is not an upgrade. It is a forced downgrade. GPT-5 hallucinates. It forgets context. It feels unstable and inconsistent.”https://www.androidheadlines.com/2025/08/openai-gpt-5-ai-model-user-backlash-criticism.html Overnight, eight models disappeared. No backup. No warning. Imagine …
In June 2025 active home sellers outnumbered buyers by 508,715, the largest gap tracked since 2013. https://www.thetitlereport.com/articles/redfin-home-sellers-outnumber-buyers-by-record-mar-94558.aspx That translates to about 34 % more sellers than buyers nationwide. https://www.redfin.com/news/sellers-vs-buyers-price-impact Power has flipped. Realtors no longer hold the cards. Many buyers have withdrawn offers. Nearly 15 % of pending deals fell through in June, creating chaos. https://www.redfin.com/news/pending-sales-fall-through-june-2025/ Markets …
CIA Director Ratcliffe and DNI Gabbard are calling for indictments against Obama and Hillary over a sweeping corruption scheme that could shake Washington to its core.
$NVO is still blaming their weakness on " knockoff GLP1s"😂 I like the company, but why isn't $LLY doing the same? Management has to take accountability at some point! pic.twitter.com/sLzJniQLyY — Patient Investor (@patientinvestor) July 29, 2025 The fall hit hard. Early in the morning Novo Nordisk shares dropped over 20% after slicing its full‑year …
In 2008 and again in 2020, similar steep drops in credit were quickly followed by aggressive Fed rate cuts and liquidity injections. This time, we’re seeing the same kind of credit contraction, but the Fed is still holding rates high, and there’s no sign of emergency fiscal support coming either. That’s what makes the current …
Congress lifted the ceiling and lit the fuse. Half a trillion in new debt in a flash, and metals traders are already sharpening their knives. Dear Congress, The federal debt is up over half a trillion dollars since you lifted the debt ceiling. CUT THE SPENDING!!! pic.twitter.com/OeGf4pmcuf — E.J. Antoni, Ph.D. (@RealEJAntoni) July 27, 2025 …
Thomas Massie is done waiting. On July 15, he filed a discharge petition to force a floor vote on full release of the Epstein files. The resolution cuts around House leadership. If 218 members sign, the vote becomes automatic. Right now, only 16 names are on the list. Just 16. Polling from July shows 79% …
Adam Swart, CEO of Crowds on Demand, stated in a NewsNation interview that his company was offered a contract worth approximately $20 million to recruit demonstrators for a nationwide anti-Trump protest scheduled for Thursday, July 17. Swart said he rejected the offer, citing concerns about the effectiveness of the protests and the potential for violent …
Bitcoin’s price is climbing again, but the foundation looks hollow. On July 15, it broke past $123,000 before pulling back to $117,500. That’s a 25% gain year-to-date and a 1,150% surge over five years. The headlines call it momentum. The charts show bullish indicators. But the underlying driver isn’t utility. It’s speculation. There’s no industrial …
The fundamental problem in the housing market today. American households need to earn $112,000 in order to afford a house. However, the Median Household income is only $84,000. Meaning that a huge portion of the U.S. population is unable to even qualify for a mortgage. Note that from 2010 to 2020, the opposite was true. …
