Independent thinking for complex markets and current events
Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s. This marks a -1.6 percentage point decline since April, one of the fastest drops since the survey started. Cash… pic.twitter.com/4hoUh1JNNa — The Kobeissi Letter (@KobeissiLetter) January 22, 2026 …
2026 just started and China already dropped a financial bomb 💣 Beijing quietly EXTENDED a policy letting banks roll over 3.8 TRILLION yuan of bad personal loans. Translation: the debts are so bad they can’t be cleaned up. Banks are dumping credit-card defaults at 10–20¢ on the dollar, hiding losses, and repackaging the trash into …
It's plausible deniability through pretend stupidity. There's no way someone that smart about money didn't know that the covid bank bailout was going to cause rampant inflation. pic.twitter.com/ObOqknbTns — Ilgephelfis 🐸🤡👽🎻🎶 (@ilgephelfis) January 12, 2026 That Powell is forced to defend himself and the Fed from Trumpian intervention in this way is why foreign institutions …
WASHINGTON (AP) — President Donald Trump said he’s dropping — for now — his push to deploy National Guard troops in Chicago, Los Angeles and Portland, Oregon, a move that comes after legal roadblocks held up the effort. “We will come back, perhaps in a much different and stronger form, when crime begins to soar …
Fox News’ Marie Harf and Kaylee McGhee White brawled over President Donald Trump’s continued efforts to deport illegal immigrants on Monday’s edition of Outnumbered. After playing a clip of Los Angeles Mayor Karen Bass (D) decrying the fact that many new Border Patrol recruits are Hispanic, host Tomi Lahren prompted Harf, a former Obama administration …
California just gave up on the money and called it independence. A $100 billion train that still goes nowhere fast, now pretending it never needed federal help in the first place. This isn’t confidence, it’s damage control dressed up as pride. California drops lawsuit over Trump pulling high-speed rail funding. California has dropped its legal …
From Vietnam to the Balkans, Donald Trump’s family has launched a global dealmaking blitz since his re-election Sun 30 Nov 2025 01.00 EST Share Acrusading prosecutor in the Balkans comes under pressure to drop a big case. Vietnamese villagers learn they are to be evicted. A convicted crypto kingpin in the Gulf receives a pardon. …
JUST IN 🚨: Nasdaq $QQQ posts first red month since March 📉 It was a hell of a run 🫡 pic.twitter.com/SDBAZ4AMoN — Barchart (@Barchart) November 28, 2025 **NVIDIA** A concerning day for Nvidia: trading red amid a broad-based rally in equities, commodities, and precious metals. The broadening pattern is like a black hole…nothing escapes once …
not sure about that? pic.twitter.com/R1DilijKUf — Michael J. Kramer (@MichaelMOTTCM) November 23, 2025 US TSY SEC BESSENT REMARKS: “Interest rate sensitive sectors are in recession, but I’m confident about 2026 growth.” “Inflation is being driven by services rather than imported goods.” “We should see an announcement this week regarding health care costs.” “Prices are starting …
That story still feels unfinished. Every time Crooks’ name comes up it reminds people how many pieces of that day never got a straight answer. Who is Thomas Crooks? pic.twitter.com/WwjvPGGRwS — Tucker Carlson (@TuckerCarlson) November 14, 2025 Crooks Case Overview: Over 480 FBI employees were involved in the Thomas Crooks investigation. Employees conducted over 1,000 …
“In October alone, there were 36,766 foreclosure filings — the first step in the process, when a lender warns a borrower they’re in default. That’s up three percent from September and 19 percent from a year ago… lenders formally started foreclosure proceedings on 25,129 homes in October — up six percent from last month and …
In our annual guide, we examine the important themes, trends and events that will shape the coming year. Explore The World Ahead 2026 https://t.co/l2KWBWNJRL Illustration: Andrew Rae pic.twitter.com/uhLxsUhbtr — The Economist (@TheEconomist) November 12, 2025
Authored by Mike Shedlock via mishtalk, What’s the matter with these people? Trump says the economy is humming. University of Michigan Consumer Sentiment University of Michigan Consumer Sentiment Please consider the University of Michigan Consumer Sentiment preliminary survey results for November 2025. Consumer sentiment fell back about 6% this November, led by a 17% drop in current …
WOW 🚨 James O’Keefe has a Democrat insider revealing on hidden camera Gavin Newsom is funneling the money donated to his Prop 50 Redistricting Election into a Presidential Campaign fund for himself This is money laundering pic.twitter.com/PiFprssszS — Wall Street Apes (@WallStreetApes) November 5, 2025 Caught on Hidden Camera: California Democratic Party Insider Reveals Potential …
I just read the 13F and Burry isn’t actually 66% short $PLTR since it’s notional value and not real capital so he’s paying a small premium to control big exposure. But symbolically it still matters since he’s betting against the two names that define the AI era. pic.twitter.com/cUeTTJjGWk — Shay Boloor (@StockSavvyShay) November 4, 2025 …
This claim has not been independently verified but if its true, it could ignite one of the biggest political scandals in years. https://streamable.com/7jpv57 What Tucker Carlson Said Carlson made the claim on his podcast and in interviews, stating that IDF officers were “running loose in the halls of the Pentagon” during the June conflict. He …
Banks are always the first to fall. pic.twitter.com/gx7JYpc91Y — Spencer Hakimian (@SpencerHakimian) October 14, 2025 BREAKING 🚨: Japan Japanese Yen forms a Death Cross ☠️ against the U.S. Dollar 📉 pic.twitter.com/TrbyJDNYWG — Barchart (@Barchart) October 13, 2025 JPMORGAN CFO SAYS WE DON'T LIKE BUYING BACK STOCKS AT THE CURRENT LEVELS — *Walter Bloomberg (@DeItaone) October …
"Today, the price of beef is at a record high in America as cattle inventory hits its lowest point in nearly 75 years. Since July 2020, ground beef prices have spiked 48% while steak is up 41%. For perspective, consumers are spending about 25% more for food at home compared to… pic.twitter.com/8mkUM1OguJ — Trevor Noren …
I don’t understand, she asked for the woman’s opinion and then got berated for it. That’s incredibly provocative, especially since it was being recorded. But if words are enough to make you physically assault someone, the problem is on you, whether it’s lack of impulse control, anger management, or whatever you want to call it. …
https://www.nbcnews.com/politics/politics-news/eric-adams-drops-out-mayoral-race-new-york-city-rcna229436 The mayor had been running for re-election as a third-party candidate but was running fourth in a number of recent public polls. New York Mayor Eric Adams announced Sunday that he is dropping his third-party bid for re-election, narrowing the field for November’s election. “Despite all we’ve achieved, I cannot continue my re-election campaign,” …
https://www.business-standard.com/world-news/china-closes-google-antitrust-probe-as-trade-talks-with-us-advance-125091800526_1.html China has decided to end its antitrust investigation into Google, coinciding with renewed trade discussions with Washington over TikTok and Nvidia, The Financial Times reported on Thursday. The move indicates a tactical recalibration by Beijing, shifting its regulatory scrutiny towards Nvidia as a bargaining tool in US-China trade negotiations, while signalling flexibility by dropping …
🚨 TEXAS DROPS THE HAMMER As of Sept. 1, Texas officially banned the sale of lab-grown meat under Senate Bill 261. ⚖️ The law makes it illegal to “manufacture, process, possess, distribute, offer for sale, or sell cell-cultured protein.” Critics call it special-interest… pic.twitter.com/jzLMQRxvnv — Beef Initiative🇺🇸🇸🇻Beef.com (@beefinitiative) September 3, 2025 Senate Bill 261 went …
Authored by Mike Shedlock via mishtalk, Trump’s support, even among Republicans is dropping. But does it matter? More Opposition than Support Pew reports Trump’s Tariffs and ‘One Big Beautiful Bill’ Face More Opposition Than Support Six months into his second term, public evaluations of President Donald Trump’s job performance have grown more negative. His job approval …
Trump pulled back from his threat to slap new tariffs on Mexican imports just hours before the August 1 deadline. “We had a very productive conversation. No need for penalties at this time,” he said from Bedminster, offering no details on what changed. https://www.mediaite.com/politics/trump/taco-trump-announces-hes-backing-off-august-1-tariff-deadline-with-mexico/ https://archive.is/5y0Jp The move came after several GOP senators privately warned that …
A new Fox News poll reveals 62% of Americans disapprove of Trump’s handling of inflation. Only 32% say they approve. The data marks a sharp shift from earlier optimism about economic management during his administration. The survey highlights growing public frustration as prices rise nationwide. BREAKING: In a Fox News poll, 62% of Americans DISAPPROVE …
Prices climbed faster than paychecks again this quarter. Beef just broke $6.12. Social Security faces a mandatory 24% slash starting January 2033. And 40% of U.S. workers now earn less than the inflation-adjusted cost of living. Indeed’s real-pay tracker posted a July spike. 43% of Americans are losing ground on purchasing power. March’s level was …
Powell avoided the rate topic entirely. No hints. No guidance. Instead, he opened the Fed’s capital rule review on July 22 with a blunt message: big banks need stronger capital buffers, and they need freedom to compete. The speech dropped at 10:04 AM Eastern. No policy lines. Just structure. Fed is reviewing how it calculates …
Ghislaine Maxwell, currently serving 20 years for sex trafficking, is reportedly willing to testify before Congress. Her legal team is pushing for immunity. Alan Dershowitz, Epstein’s former lawyer, called her the “Rosetta Stone” of the case. The Department of Justice and FBI say there’s no client list. But insiders claim she’s documenting everything. The Trump …
Housing slump widens as home prices fall in one-third of top markets, from 31 to 110 in six months and no bottom yet 6 months ago, I said on @Todd_Sachs' show that my analysis suggested that we'd see the count rise to around 150 (among these 300) negative year-over-year for home prices (using ZHVI) at …
Liz Collin is one of the last objective reporters in Minneapolis. She says the political assassinations you’ve read about there probably aren’t what they seem. (0:00) Introduction(0:56) The Truth About the Minnesota Assassinations(9:18) What Do We Know About the Man Charged… pic.twitter.com/dCte1WVXpH — Tucker Carlson (@TuckerCarlson) June 25, 2025