Independent thinking for complex markets and current events
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 🏊♂️ …
The walls are closing in. Britain in 2025 isn’t a democracy. It’s a proving ground. A government that arrests comedians, forces digital ID cards, and bans teenagers from energy drinks isn’t experimenting with policy. It’s experimenting with obedience. “Sir Keir Starmer told the Cabinet he would be ‘exploring options’ around the concept [of digital ID …
🇺🇸🇨🇳 Electricity generation USA vs China. pic.twitter.com/Qg5uJEaZdF — The Data of Everything (@TheDataHubX) September 1, 2025
HUNGARY FM: “WE CALL ON ZELENSKY TO STOP THREATENING HUNGARY” Hungary’s Foreign Minister, Péter Szijjártó: ” @ZelenskyyUa used Ukraine’s national holiday to threaten Hungary. We firmly reject the Ukrainian President’s intimidation. In recent days Ukraine has carried out serious attacks against our energy supply. An attack on energy security is an attack on sovereignty. We …
It’s official. We have finalized our historic U.S.–EU Framework Agreement on Reciprocal, Fair, and Balanced trade. The EU has agreed to open its $20 Trillion market. The second largest in the world behind the great USA This deal: ➡️ Eliminates EU tariffs on all U.S. industrial goods, ➡️ Creates historic access to the vast European …
https://www.youtube.com/watch?v=Kk0vT-PU53k
Trump promised nuclear energy expansion, yet no progress has been made in that regard. — Prince “Heat” Inferno (@PrinceHeat44402) August 13, 2025
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 …
Germany wants to start charging a “sun tax” on people who own solar panels and send clean energy back to the grid. “The proposed levies are primarily aimed at owners of photovoltaic systems… users would be required to pay for access and the mandatory maintenance of these networks.” https://news.by/eng/news/v_mire/germany-discusses-imposing-sun-tax This tax is part of Germany’s …
FINLAND JUST TURNED SAND INTO A GIANT BATTERY Forget lithium – Finland’s new battery is a 13-meter tower filled with 2,000 tons of sand. It gulps down excess wind and solar energy, cranks the sand to 600°C, and holds that heat for months like it’s hoarding summer. Cheap, low-tech, and built to last – this …
🚨#BREAKING High Noon is warning its consumers that some of its vodka seltzers were accidentally labeled as Celsius energy drinks and they are asking people to return them pic.twitter.com/O2KRHwzAJ4 — R A W S A L E R T S (@rawsalerts) July 30, 2025 On July 30 2025 the U.S. Food and Drug Administration issued a recall …
The saddest part is the lack of focus on nuclear. We pay 2x per KwH what the Chinese pay because we wasted $8T fighting stupid wars in the Middle East while they built reactors 🤦♂️ — Lawrence Lepard, "fix the money, fix the world" (@LawrenceLepard) July 29, 2025
Something doesn’t ring true about the tariff ultimatum. Trump announced a 25 % tariff on India plus an added “penalty” for purchasing Russian energy and military goods starting August 1, framing it as both punitive and principled. He claimed India has “tariffs among the highest in the world” and uses “obnoxious non‑monetary trade barriers,” before declaring India …
US and EU have locked in a trade pact that resets the terms of $1.3 trillion in annual exchange. Trump confirmed the deal from Turnberry, Scotland, after a closed-door session with Ursula von der Leyen. The agreement halts a tariff escalation set to detonate August 1. EU will inject $600 billion into US sectors over …
It started quiet. Then it spread. A zero-day flaw buried inside Microsoft’s SharePoint server software has been exploited in a sweeping cyberattack. The breach began July 18. It’s now confirmed that federal agencies, universities, energy firms, and banks have been compromised. The flaw allows remote code execution. No login needed. No warning. No patch for …
The claim that Russia secretly funded anti-nuclear environmental groups in Europe to make the EU more dependent on Russian gas might sound far fetched, but when you look at the results, Europe shutting down nuclear plants and scrambling for energy while buying Russian gas, it starts to make a disturbing kind of sense. And it …
China just pulled ahead in the global energy race and barely anyone in the West is paying attention. Engineers there have finished building a wind turbine so massive it makes most American skyscrapers look small. It stands taller than a 63 story building and is already operational. This single turbine can generate enough electricity to …
The credit system is about to get rewired. Not with a press release. Not with a Fed rate tweak. This one’s buried in the fine print of S.1465, the Credit Access and Inclusion Act of 2025. It’s sitting in committee right now, but the effects are already bleeding into the ecosystem. FICO confirmed it. Two …
AI puts energy at center of tech war. Former $META CTO Mike Schroepfer says AI is turning energy access into a top boardroom issue—something that wasn’t even on the radar four years ago. Without cheap, reliable power, companies risk falling behind on AI compute. He sees this as a catalyst for the next wave of… …
by Martin Armstrong China has discovered a massive 1-million-ton thorium deposit valued at $178 billion that could potentially power the nation for the next 60,000 years. Thorium is a radioactive metal found in the Earth’s crust that is three times as common as uranium. One ton of thorium can produce as much energy as 200 …
Gareth Soloway, Chief Market Strategist at Verified Investing, examines whether the S&P 500’s sharp rebound marks a true bull market or a fleeting bounce while dissecting Fed policy shifts, tariff impacts, Bitcoin’s resistance ceiling, precious‑metal breakouts, and looming bond‑market risks.
U.S. Energy Secretary Christopher Wright breaks down the Trump administration’s latest move to cancel 24 Biden-era projects on ‘Mornings with Maria.’
One of the oddest things in the House budget bill was cutting the private market incentives in energy markets. 81% of incremental power generation will be crippled by that single stroke of the pen. How do we compete in AI and compete against China? They have an abundance of… pic.twitter.com/QOALsBwLum — Chamath Palihapitiya (@chamath) May …
The latest round of economic sanctions against Russia is intensifying pressure on its financial and energy sectors. The United States, United Kingdom, and European Union have expanded restrictions, targeting major Russian banks and energy giants like Gazprom. The measures aim to cripple Russia’s ability to finance its war efforts while cutting off revenue streams that …
America is at high risk of blackouts because we decided to retire a bunch of power plants and replace them with solar and wind, right as demand for electricity started to rise. We are still on the same track as Western Europe, just a bit behind. pic.twitter.com/PediUBTWPk — Russ Greene (@GreenPlusAnE) May 15, 2025 A …
House Republicans are proposing a significant rollback of Democrats’ clean energy tax credits— a key step toward fulfilling President Donald Trump’s pledge to eviscerate President Joe Biden’s landmark climate change programs. The tax-writing Ways and Means Committee is moving to repeal key subsidies for electric vehicles and phase out many other clean energy tax incentives …
Trump presented the new budget in which he requests $1 trillion for defense – MorePerfectUnion Trump has asked Congress to increase the defense budget for the next fiscal year to $1.01 trillion, the White House has officially announced. The proposal includes: – $163 billion in cuts to health care, child care, education, housing, research, clean …
This is truly bananas: all of Europe appears to have been seconds away a continent-wide blackout. The grid frequency across continental Europe plunged to 49.85 hertz — just a hair above the red-line collapse threshold. The normal operating frequency for Europe’s power grid is 50.00 Hz, kept with an extremely tight margin of ±0.1 Hz. …
The United States prepares to launch a revolutionary satellite that will collect solar energy in space and beam it to any location on Earth. This groundbreaking technology, developed by American company Aetherflux, represents a significant advancement in renewable energy production and transmission that seems straight out of science fiction. Revolutionary solar energy transmission from space …
SCIENTISTS BREAK GRAVITY TO EXPOSE DARK ENERGY A team in China just built a floating sensor that’s so precise it can sniff out dark energy better than anything before. They basically leveled up cosmic science by six orders of magnitude, because regular old physics wasn’t… pic.twitter.com/JbPDhCbMb3 — Mario Nawfal (@MarioNawfal) April 28, 2025 China’s National …