Independent thinking for complex markets and current events
Bonds reduce volatility and drawdowns in most historical market crashes, even if they do not always behave as expected in every environment. In major downturns like the 2008 financial crisis, broad equity markets fell roughly 50 percent peak to trough, while in the dot com crash the Nasdaq dropped around 75 percent. Across those environments, …
Gold has officially overtaken Treasury securities (US government debt) as the top asset held by global central banks, according to a report by the European Central Bank (ECB). Ben Norton explains how dedollarization is continuing, gradually and steadily. The U.S. is drowning in debt and will surpass the records of WW-II by 2050.
MIRAMAR BEACH, Fla. — The Big Ten has won the past three national titles in football and is 4-0 against the SEC over the past three seasons in head-to-head College Football Playoff matchups, but SEC commissioner Greg Sankey said Wednesday those metrics are a “pretty narrow band” and his league still “stands alone.” “If you …
2026 will be the year when US dollar dilution—the quiet erosion of its global dominance as countries trade and pay in alternatives—starts to build momentum. The more Washington uses the dollar as a weapon, the more the world builds ways to circumvent it. America’s share of global trade has fallen from one-third in 2000 to …
European Central Bank chief Lagarde argues that the EU has a rare chance to challenge US dollar dominance. In a speech at European Parliament yesterday she urged to speed up Draghi’s reforms and complete the single market. Further integration would boost the euro’s global role if coupled with rebuilding of hard power. She argues that …
Here’s what it comes down to. The Murdochs and Trump’s people are moving in to own TikTok. Elon Musk already has Twitter. Zuckerberg does whatever helps him the most, no matter who is in charge. Bari Weiss is lined up to run CBS News. ABC caves the second anyone pushes back. MSNBC looks like it …
China’s dedollarization efforts have grown much faster than anticipated. The dollar is still dominant today – but fading faster than many realize. Here’s what that means for the prices we pay every day… By Peter Reagan During the Cold War, Americans understood the world as a contest between two superpowers locked in economic and political …
Apparently diversification is just owning more of the same thing. It's official: The top 10% largest US stocks now reflect a record 76% of the US equity market. This has officially surpassed the previous record set before the Great Depression in the 1930s. By comparison, at the 2000 Dot-Com Bubble peak, the top 10%'s share …
GOOGLE $GOOGL IS NOW PROCESSING 634 TRILLION A.I. INFERENCE TOKENS. THIS IS UP AROUND 9X FROM JUST 3 QUARTERS AGO. GOOGLE LEADING THE A.I. REVOLUTION!! pic.twitter.com/fscy0G2TlO — Just a Dude Who Invests (@DudeWhoInvests) June 28, 2025 Google AI inference tokens surge ninefold.
Japan is at the heart of the global rise in long-term yields. To be honest, I'm surprised the rise has been allowed to be as rapid as it has. At 240% debt to GDP, Japan really can't allow long-term yields to keep rising the way they have. This is where fiscal dominance is acute. pic.twitter.com/a118IbKVk8 …
Trump is already winning his trade war with China. “Behind the global economic chaos provoked by president Trump’s tariff tsunami, there are growing indications of a strategic purpose. It is now conceivable that plunging into, and then retreating from, a generalised trade war was actually a deliberate means to a truly geostrategic end: to thwart …
Let's break down what just happened: • X is valued at $33 billion• xAI is valued at $80 billion• Deal excludes $12 billion in X's debt The final transaction is an all-stock deal. But here's what's most surprising: pic.twitter.com/5HpcxJ14Cv — Fernando Cao (@thefernandocz) March 29, 2025 When Musk bought Twitter, everyone was confused. Why would …
Gen Z Is The Most Conservative Generation In Decades Because They’re A Victim Of The Left’s Failures. Obama was elected president in 2008 and served for eight years of their lives. The Obama administration was the furthest left in American history (though Obama assiduously sought to hide it) until the Biden administration supplanted it. Those …
China’s tech sector is quietly building its own solutions to one of its biggest challenges, replacing the advanced chipmaking tools that it currently sources from U.S. and European companies. SiCarrier Technologies, a Chinese chip equipment firm closely linked to Huawei, is taking on the formidable task of developing alternatives to critical tools from ASML, Applied …
China is playing the long game, and America is still fumbling. The release of Ernie X1 and Ernie 4.5 by Baidu is a stark reminder that Beijing isn’t just competing; it’s coming for the crown. These are not mere innovations—they’re missiles aimed at the heart of Silicon Valley’s AI dominance. At half the price of …
by Michael At this moment, we are witnessing an epic struggle for dominance between the United States and China. A technological arms race is raging, and the Chinese are beginning to pull ahead. I realize that this may be difficult for many of you to believe, but if you doubt what I am saying just read …
DeepSeek, the Chinese AI upstart that dethroned ChatGPT as the most-downloaded free app on Apple’s App Store, has temporarily closed registrations, citing “large-scale malicious attacks” on its services. For now, access is restricted to Chinese customers, raising eyebrows and speculation. The move comes just as DeepSeek’s meteoric rise has disrupted the global AI landscape, sparking …
Amazon, $AMZN, next year will control nearly a quarter of US search ad dollars — a figure that will grow to 27% in 2026, per eMarketer. — unusual_whales (@unusual_whales) October 18, 2024
Nvidia NVDA 2.43% looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial-intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end. The stock climbed 2.8% to $105.70 in Monday morning trading. On Friday, it had dropped …
"We are one bad payroll away from cracking monopolistic/oligopolistic dominance." – BofA Hartnett pic.twitter.com/VEx0g30OgC — Daily Chartbook (@dailychartbook) July 27, 2024 US Consumers Are Increasingly ‘Tapped Out’ Credit Card Delinquencies Reach Grim Milestone As Inflation Continues To Crush Americans Credit card delinquencies reached the highest level since at least 2012 as Americans continue to grapple …
🚨 Godfather of MMT is now conceding to fiscal dominance ⚠️ It's hilarious bc Modern Monetary Theory says gov borrowing and spending has no negative effects. BUT now that rates are higher and gov has to borrow to pay UST yield to people who can spend it… NOW all of the… https://t.co/PhzgVX2vU3 pic.twitter.com/0WsWuazInm — CJK …
The global economy stands at a crossroads as the dominance of the US dollar faces existential threats due to unsustainable trade imbalances and rising debt. Renowned economists warn of an inevitable and disruptive adjustment, prompting crucial questions about the direction and management of this monumental shift. US dollar’s outsized role in the global economy has …
The rise of drone technology, particularly in the hands of China’s DJI, signifies a seismic shift in the landscape of modern warfare. With DJI manufacturing more small drones than every other company combined, it’s clear that China is positioning itself at the forefront of this technological revolution. Reports of the Chinese People’s Army utilizing drone …
Private Home Ownership Is At EXTREME RISK In America New Reports Show Economists Have Been Lying To All Of Us About The Rate Financial Firms Have Been Buying Up Single Family Homes They said only 18-23% of homes were being purchased & by 2030 they would own 60% That was a lie,… pic.twitter.com/BJF9FDJ5m7 — Wall …
View post on imgur.com The US could soon surpass China as the world leader in rare earth minerals after more than 2.34 billion metric tons were discovered in Wyoming. American Rare Earths Inc announced that the reserves near Wheatland dramatically surpass the Asian nation’s 44 million metric tons, saying it ‘exceeded our wildest dreams’ …
Amid an acute housing shortage, soaring prices, and sky-high rents, a groundbreaking 28% of single-family homes in the United States were snapped up by investors in 2022. The surge in investment has led to growing concerns about affordability, prompting the introduction of a bill aimed at restricting hedge funds from dominating the single-family home market. …
As Thanksgiving approaches, the financial markets reflect a robust performance, with the S&P 500 ETF ($SPY) marking an 8.8% increase for the month and a remarkable 20.3% gain for the year. The Nasdaq 100 ($QQQ) outshines, boasting an impressive 47.1% surge. Global stock funds experience a notable influx, attracting around $40 billion in the two …
BRICS gains increased significance in the global commodities landscape as they collectively contribute to 42% of global oil production, 68% of global coal production, and 38% of global natural gas production. In 2024, BRICS (Brazil, Russia, India, China, South Africa) is going to be joined by 6 nations, namely: 1. Iran2. Saudi Arabia3. UAE4. Egypt5. …
Central banks are stuck, and the way governments handle money is causing trouble. Many people who suggest where to invest don’t have much gold in their plans right now. But, history shows that big money sources are starting to change and invest more in gold, making it a really good opportunity to consider. My thesis …
