Independent thinking for complex markets and current events
FOMC kicks off 2 day meeting; rates widely expected to hold at 3.50% to 3.75%… Market pricing for 2026 rate cuts collapses to zero amid energy driven inflation… Trump successor pick Kevin Warsh ready for May 15 takeover as Powell’s term ends… The “Hawkish Hold”: Fed focuses on preventing “imported inflation” from Gulf war… Fed …
Trump 'orders plans' for US to invade Greenland? byu/Evening_Owl_5418 inconspiracy US President Donald Trump has ordered special forces commanders to draw up a plan for the invasion of Greenland, the UK-based Daily Mail reported Sunday. Policy “hawks around the US President,” following Washington’s success in carrying in a Jan. 3 military operation in Venezuela that …
12 Things Everyone Should Know About the Psychology of Victimhood https://t.co/itdeDemOH8 — Steve Stewart-Williams (@SteveStuWill) December 23, 2025
THE WORLD’S LARGEST FINANCIAL SECRET JUST DIED For thirty years, Japan exported the cheapest money in human history. Near-zero rates. Infinite liquidity. Trillions borrowed in yen, deployed into every asset class on Earth. This week, that era ended. Japanese 10-year yields hit 1.86%. Highest since 2008. The Bank of Japan signals December rate hike. Probability: …
Generation of “stupid” is produced when overreliance on LLMs like ChatGPT reduces cognitive engagement and learning skills. This study shows that students using LLMs to write essays exhibited weaker neural connectivity, lower memory recall, and reduced ownership of their work compared to those who relied solely on their own brains. While LLMs provide immediate convenience, …
2000 had real demand too – internet adoption was exploding. Problem was business models + burn rates, not infrastructure alone. Today: AI has use cases BUT most revenue is still B2B SaaS selling shovels, not gold. Capex is real, ROI still unproven at scale. — klos (@klos) October 19, 2025
NEW from me: California keeps losing tech jobs Amidst the AI boom, the US is in the largest sustained drawdown in tech employment since the dot-com bust And what tech jobs remain continue to leave California for the rest of the US The US continues bleeding tech jobs—tech employment is down 90k from its 2023 …
https://www.dailymail.co.uk/yourmoney/article-15148559/bartell-drugs-closures-seattle-cvs-rite-aid.html The great American drugstore shakeout has claimed another victim — as yet another regional favorite vanishes from the high street. After 135 years in business, one of Washington’s most iconic pharmacy chains has shut its doors for good, closing its final three locations last weekend after weeks of inventory blowouts. The collapse follows a …
It’s like they’re going out of their way to find new ways to turn people against Israel. If this passes it will be a huge loss for Israel & Trump. Trump said he was ushering in an era of Free Speech. Which now seems like the funniest thing he ever said. https://t.co/UaA4lxshdU — Jimmy Dore …
For at least 35 years, the monetary system has been telling us that the current era is coming to an end. That means a debt collapse, a currency collapse and a collapse of most bubble assets like stocks and property. THUS THE BIG SHORT! — Egon von Greyerz (@GoldSwitzerland) April 26, 2025 Quick reminder – …
RFK is banning big pharma from television advertising. We are only one of two countries that allow this nonsense. We should have done this before Americans were hooked on pharmaceuticals. Is it too late? #BigPharma #RFK #television pic.twitter.com/h1JY0OOlU9 — TheDaddyTwins (@TheDaddyTwins) March 24, 2025 There goes 75% of their revenue. *Pharmaceutical companies have consistently been …
Tim Cook didn’t innovate—he just milked Steve Jobs’ legacy dry while manipulating Apple’s stock price through financial engineering. Investors cheered as their portfolios fattened, but the cracks are showing. No real revenue growth, no groundbreaking products, just short-term profit chasing. The reckoning is inevitable. Tim Cook literally added ZERO value to Apple, all he did …
Yes agreed — the trade deficit, along with the budget deficit, might be the two most important statistics showing what is problematic about the US economy. And the trade deficit has worsened enormously since the early 1990s. pic.twitter.com/ywtIivKlDd — David Sommers (@dgsommersmkts) February 10, 2025
Meanwhile:⁰⁰Gold keeps rising, even with the collapse in the Treasury market.⁰⁰We’ve entered a new era where gold stands out as the ultimate defensive asset and inflation hedge, in my view. Central banks are leading this transition, but I believe other institutions have yet… pic.twitter.com/pwi5TwGYaI — Otavio (Tavi) Costa (@TaviCosta) January 8, 2025 An entire generation is …
by External-Noise-4832 The Times – Justin Trudeau has announced his resignation after ten years as prime minister of Canada. Trudeau, 53, said he was stepping down as leader of the ruling Liberal Party on Monday, before a general election later this year that he had been widely expected to lose. He will remain in office until …
Any questions?https://t.co/vgMB7gVz3H pic.twitter.com/m94yuqKjV5 — Mac10 (@SuburbanDrone) December 12, 2024 These conditions echo the dot-com bubble, where the Nasdaq rose five-fold from 1995 to 2000, only to crash by 78%. Given the current high valuations and investor optimism, caution is essential. Investors should consider the risks and adjust strategies accordingly. https://twitter.com/MichaelMOTTCM/status/1867196888430109006 The 2000 bubble: Nasdaq lost …
Trump plans to purge the Pentagon. How will they respond? Can our armed forces survive another presidency similar to Biden’s? Just a reminder: Biden said the greatest threat to our security isn’t terrorism, nuclear Iran, North Korea or China or Russia, but “White supremacy.” https://thehill.com/policy/defense/4989432-trump-defense-military-shakeup/ https://www.washingtontimes.com/news/2023/may/26/bidens-new-woke-armed-forces-are-ready-to-fight-us/ h/t Reasonable_Mess_3327
Old school lefty strategist James Carville blasts Democrats for their "arrogance and stupidity"; Says "we got caught in the grip of the stupid God damn identitarian mission. Defund the police. The entire era of Jackassery."Full video and report here: https://t.co/GNzsynPZPo pic.twitter.com/6TQTu0WqFC — m o d e r n i t y (@ModernityNews) November 12, 2024
Grant Shapps, the UK’s new Defence Secretary, in his first major speech, has issued a stark warning about the nation’s defence posture, drawing parallels with the 1930s and cautioning against a repeat of history. In his address at Lancaster House, Shapps reflected on the post-Cold War era marked by optimism and the notion of a …