Independent thinking for complex markets and current events
This is Japan forcing pension money home to stop yen collapse. Billions could flow out of US and global assets into Japanese markets. Yen carry trade unwind gets another push. Watch for bigger moves in currencies and bonds soon. Finance Minister Satsuki Katayama called for more investment in Japanese stocks and bonds. GPIF and other …
President Trump confirmed Apple will partner with Intel for chip design and production. This is a massive strategic pivot to onshore Apple’s massive silicon demand. Intel shares surged 6.5% premarket on the news. Apple has been leaning heavily on TSMC, but the supply chain risk is too high. If this works, it changes the entire …
BREAKING: ENORMOUS victory as the 70% of rare earths we get from China will PLUMMET to 0% by the end of President Trump’s term – through domestic production and American jobs. This is HUGE! Department of War has created a $400 MILLION partnership for rare earths to END reliance on China. “We will be able …
DELTA FLIGHT ATTENDANT EXPOSES GOVERNMENT SHUTDOWN OVER THE INTERCOM MID-FLIGHT “Right now, our approach is day by day. The FAA is asking every airline for a 10% reduction in flights to the top 40 markets in the U.S. For Delta, that’s roughly 540 flights a day.” “It’s entirely up to the FAA how many flights …
New Generation Of Industries Emerges In Texas As Rare Earths Race Ignites https://t.co/smU839P6Om — zerohedge (@zerohedge) October 21, 2025 Major oil companies are drilling in East Texas again, but not for oil. This time, they’re after lithium for batteries and other rare elements. Chevron and Halliburton announced East Texas projects this summer. Exxon has acreage …
https://twitter.com/Minutes_ae/status/1973755096820326611 Ukraine’s new strategy of targeting oil refineries is taking its toll on Russia’s economy, dramatically cutting its refining capacity as the government seeks to balance massive military spending with falling revenue. Citing data from Seala, a Russian energy markets analysis agency, the Russian business daily RBC reported that nearly 40 percent of the country’s …
President Trump has invoked Title 10, officially deploying National Guard members to Portland#MacroEdge — MacroEdge (@MacroEdgeRes) September 28, 2025 The president just sent troops into an American city. Portland, Oregon, a city known for protest, is now a testing ground for domestic military force. Trump announced it on Truth Social. “At the request of Secretary …
We are witnessing domestic terrorist sedition against the federal government. The JTTF has been dispatched by the Attorney General, pursuant to NSPM-7. All necessary resources will be utilized. — Stephen Miller (@StephenM) September 27, 2025 The post references the deployment of the Joint Terrorism Task Force (JTTF) under NSPM-7, a National Security Presidential Memorandum issued on …
CNBC’s “Fast Money” team discusses the potential impact of pharmaceutical tariffs with Jared Holz, healthcare equity strategist at Mizuho.
Several Antifa members were arrested and criminally charged after surrounding an ICE building in Eugene, Oregon, causing terror for employees. This marks the first time Antifa members have been charged as domestic terrorists, following Trump’s order designating the group a terrorist organization. The move signals a major shift in law enforcement’s response to Antifa’s recruitment, …
FBI to Categorize Trans People As "Nihilistic Violent Extremist" Threat Group, Report Sayshttps://t.co/CpIoIvwAsL — Them (@them) September 19, 2025 “They are cynically targeting trans people because the shooter’s lover was trans. The administration has convinced itself that the Charlie Kirk murder exposes some dark conspiracy.” Source: https://www.msn.com/en-us/news/us/the-fbi-is-coming-for-trans-people/ar-AA1MUija “TIVE adherents have carried out horrific acts of …
Newsom Folds, Greenlights Domestic Oil Production In California https://t.co/Iqe695UzAU — zerohedge (@zerohedge) September 17, 2025 Newsom announced the deal with state lawmakers last week, and the two chambers extended their session through Saturday to finalize last-minute negotiations before the Legislature adjourns until January. “After months of hard work with the Legislature, we have agreed to …
This is US consumer imports. pic.twitter.com/O5epi5CBq1 — Anna Wong (@AnnaEconomist) July 29, 2025 Stunning. U.S. imports of consumer goods have plunged by 43.9% over the past 3 months … that is the largest decline in history pic.twitter.com/kybq7DxPtT — Kevin Gordon (@KevRGordon) July 29, 2025
Canada needs skilled professionals in engineering, medicine, quantum computing, chip design, space, IT, and other high-tech sectors to drive innovation, fill labour gaps, and strengthen the economy , not just cheap labour. — Make Ontario 4Trillion Economy (@Ontario2050) July 15, 2025
Japan’s debt crisis is growing. The Bank of Japan now holds 52% of its government bonds, a massive stake that has reshaped the financial system. This isn’t just policy—it’s a structural shift that has squeezed private investors out of the market, creating risks for long-term stability. Finance Minister Katsunobu Kato is now pushing for greater …
by azavio Complement to a former post. Any jump in airlines stock price is just dancing around for now The Travel crisis that is emerging will affect other industries that profit fromn tourism, like real estate https://finance.yahoo.com/news/very-rapid-drop-domestic-demand-182820043.html https://www.reddit.com/r/wallstreetbets/s/7nEvEsNjpp https://sherwood.news/business/us-airlines-in-a-recession-southwest-ceo/ On the international front, for majors Airlines, Chinese and other Asian international tourists are crucial to their …
The United States just hit the lithium jackpot. Twice. Not one but two of the largest lithium deposits in the world have been found within its borders. This isn’t just a geological windfall. It is a geopolitical shift, and the timing could not be more strategic. Tucked between Oregon and Nevada, the McDermitt Caldera is …
"Wow, you guys like domestic terror" The Daily Show's audience applauds the domestic terror incidents against Tesla, disturbing even the liberal host… pic.twitter.com/WAyFPS0ZrK — End Wokeness (@EndWokeness) March 20, 2025
Thanks for sharing Elon. “And let me tell you,” Trump said. “You do it to Tesla, and you do it to any company, we’re going to catch you, and you’re going to go through hell.” For those who want to read more: https://t.co/fRYqmjjzqa — unusual_whales (@unusual_whales) March 11, 2025 The penalties for domestic terrorism can …
China is trying to establish a domestic GPU market The idea is to steer away from reliance on sanctioned Nvidia GPUs However compatibility and cost is causing significant issues US export restrictions have targeted China’s access to advanced chips, fearing that cutting-edge technology could bolster China’s military capabilities. These sanctions have forced the nation to …
“A DoD directive has expanded domestic military authority to include LETHAL force. What this means is the Department of Defense now has the power to step in and use lethal force within U.S. borders, even against its own citizens, when it deems lives are at risk. The scope of this authority is chilling because the …
IRAN LIFTS FLIGHT RESTRICTIONS AFTER ATTACK ON ISRAEL Both domestic and international flights were grounded for security reasons until 05.00 am this morning. Iran’s Civil Aviation Organization spokesman, Jafar Yazarloo, confirmed the restrictions have been lifted and that flights have resumed. Source: Times of Israel 🇮🇷IRAN LIFTS FLIGHT RESTRICTIONS AFTER ATTACK ON ISRAEL Both domestic …
by Mike Maharrey Tanzania is poised to expand its gold reserves. According to a Reuters report, the East African nation’s mining regulator has ordered all mining firms and gold exporters to allocate 20 percent of their gold for purchase by the Tanzanian central bank. The Bank of Tanzania (BoT) began purchasing gold from local traders and miners earlier …
BIDEN: "As Vice President, there wasn't a single thing that I did that she couldn't do and so I was able to delegate her responsibility on everything from foreign policy to domestic policy." Joe is Kamala. Kamala is Joe. pic.twitter.com/iPAPZUoOjL — Trump War Room (@TrumpWarRoom) September 25, 2024 President Joe Biden said Wednesday that he …
NEW: 75% of recent arrests in Midtown Manhattan for assauIt, burglaries, and domestic vioIence are illegal aliens. SEVENTY. FIVE. PERCENT. https://t.co/602DHAsuD5 — End Wokeness (@EndWokeness) September 3, 2024 Across New York, recently arrived migrants are flooding the criminal justice system — at far higher rates than public officials have acknowledged. Police sources shared with The …
Nancy Pelosi referred to former President Donald Trump as a “domestic enemy” in a newly-released video of the former speaker of the House the day after the Jan. 6, 2021, attack on the Capitol. The footage was turned over to Congress by HBO and obtained by CBS News.
Senator Shelley Moore Capito (R-W.Va.), Ranking Member of the Environment and Public Works (EPW) Committee, and Senator Pete Ricketts (R-Neb.) GOP senators have accused the Biden-Harris administration of funneling taxpayer dollars into radical extremist groups through the controversial Inflation Reduction Act (IRA). During a press conference on Wednesday, Rep. Shelley Moore Capito (R-WV) and Rep. …
Indeed, according to a recent survey by Empower, over 90% of Americans are planning domestic travel in 2024, with an average expected spending of $1,163 per trip. Additionally, approximately 37% of travelers are planning international trips, budgeting an average of $2,904 for each adventure. Over 90% are planning domestic travel this year, expecting to spend an …
/1🚨EXCLUSIVE🚨 Internal docs from Biden’s DHS show their plans to target Trump supports as domestic extremists. The Brennan-Clapper intel group discussed how “most of the domestic terrorism threat now comes from supporters of the former president.” #DeepStateDiaries PART 2: pic.twitter.com/q2HcoAe2Kd — America First Legal (@America1stLegal) June 21, 2024 /2 Today, we are releasing the second …