Independent thinking for complex markets and current events
American media stocks tumbled on Monday after President Donald Trump unveiled a 100% tariff on all movies produced outside the U.S., in his latest levies that could sharply raise costs for Hollywood studios and roil the global entertainment industry. Trump’s announcement was light on details. It did not say whether the duties will target films …
"Protect the Internet from bad things" – who even says that? — Wilson Law (@WilsonLaw) May 5, 2025
Exactly!!! Last week, the narrative focused on (X-M), gold adjustments… pure noise compared to the real story! GDP sales were negative, a rare event outside a recession. pic.twitter.com/TPj0Rrhm0i — XC Macro 🧭 (@XavierComelli) May 4, 2025 A picture of the typical American pic.twitter.com/xaHUa4Dme6 — Darth Powell (@VladTheInflator) May 5, 2025
Is this even possible under Canadian law? https://t.co/4cjyGF1cpd — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) May 4, 2025
🇺🇦 “Your order is delayed, the delivery driver was mobilized” — Ukrainian food delivery service pic.twitter.com/IztbJUdMVc — Lord Bebo (@MyLordBebo) May 3, 2025 Lutsk pic.twitter.com/1I8Y32pQTF — Lord Bebo (@MyLordBebo) May 3, 2025 For those suggesting it cant be determined where this is you simply look at the yellow recycling bin. It is a match for …
President Trump’s tariffs became very real for importers last month as the government collected more than $17.4 billion in “Customs and Certain Excise Taxes” during April. That was nearly double March’s haul of $9.6 billion, dwarfing the smaller spikes in revenue seen during Trump’s first term. All told, the duties have deposited more than $70 …
Back in March, the consensus mkt narrative was that business spending (advertising and corporate travel) was weakening first, while consumers were holding firm. But on earnings, we’re actually seeing B2Bs (esp the B2B Mag 7s) outperform, while consumer names are struggling… — Mr. VIX (@yieldsearcher) May 1, 2025 Couples are cutting wedding budgets and delaying …
Whoever wrote that SCMP article seems to be unaware that Robert Lighthizer works for Citigroup, not for Donald Trump! So, how can he be one of Trump's 3 advisers?https://t.co/QLKlMeAbVe — Wimal Samara (@WimalSamara) May 1, 2025
Nvidia (NVDA) stock fell as much as 4% Wednesday as news from Wall Street and Washington spurred fears of moderating AI demand and tightening chip trade rules from the Trump administration. Nvidia customer Super Micro Computer (SMCI), which makes servers using Nvidia’s designs to sell to data center operators and tech firms, cut its revenue …
In an ominous harbinger for the ISM manufacturing release later this week, the new order components of the regional Fed PMIs have collapsed deep into recessionary territory. pic.twitter.com/kjt4jiFGYQ — Peter Berezin (@PeterBerezinBCA) April 28, 2025 I speak with many CEOs who prefer not to have their names or companies mentioned, fearing how it could be …
It’s not just low income folks struggling anymore. Even the rich are falling behind on making their debt payments these days. In fact, the delinquency rate for prime borrowers on auto loans is skyrocketing right now especially when you compare it to just one year ago. On top of that student loan borrowers who have …
Barack Obama: 75% of illegals deported received NO Due Process Bill Clinton: 90% of illegals deported received NO Due Process All the sudden Democrats in 2025 want 100% of illegals to receive Due Process BECAUSE NOW IT’S ABOUT VOTES Barack Obama “If you’re a criminal, you’ll be deported. If you plan to enter The US …
Viewers spotted a bizarre gaffe in the clip that sparked a slew of conspiracy theories that slammed the mission as “fake”. In the video, Jeff Bezos is seen wrenching open the hatch from outside to let the all-women crew out of the craft. However, footage from just minutes earlier clearly shows the capsule door being …
Speaker Mike Johnson told Republican holdouts on the party’s crucial budget plan in a private meeting Wednesday night that they could oust him from the speakership if he doesn’t follow through with his fiscal promises, according to three people with direct knowledge of the matter who were granted anonymity to discuss it. Johnson pledged to …
Despite official claims that he committed suicide, CIA agents followed leads suggesting he had survived. A 1955 report includes a stolen SS photo that allegedly shows Hitler living under the name “Adolf Schrittelmayor” and relaxing with a friend on a beach in Colombia before reportedly leaving for Argentina. Argentina is now preparing to release government …
Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. pic.twitter.com/AZa9egjraK — Peter Berezin (@PeterBerezinBCA) April 9, 2025 Let me get this straight, every other country said they were willing to negotiate with Trump and reduce their tariffs to ZERO, so Trump put those negotiations on hold. Then …
According to The Harvard Crimson, Harvard will offer high-school-level math courses to its students. The remedial assistance has rekindled criticism over Harvard’s move away from standardized tests in making admissions decisions. For years, Harvard has been accused of lowering admissions standards to achieve “equity” goals in its classes. The school opposed efforts to uncover its …
The problem, however, is that it’s unclear what exactly Trump would find acceptable — or if he even wants to make deals at all. Trump set a high bar on Sunday night, telling reporters that any agreements would need to eliminate bilateral trade deficits. https://www.bloomberg.com/news/articles/2025-04-07/frustrated-world-leaders-wonder-if-trump-even-wants-a-deal?embedded-checkout=true
On this day of 1996 , Nancy Pelosi a US member of Congress could have drawn the line to say to the President of the United States, do something about this US-China trade relationship that is a job loser for the United States.” Thirty years later and our annual trade deficit is now approximately $300 …
So, they're just… not going to participate in the economy? Like, at all? 😂 pic.twitter.com/8A6uTEEytm — Kyle Becker (@kylenabecker) March 26, 2025 But what does it mean to ‘support the economy?’ Were they asked the question in those words? Or were they asked something like “would you like to continue to earn a living this …
This speech has sparked more discussion than possibly any other speech from ARC 2025.
Preliminary results must have been so sky high that even the usual heavy cooking must have struggled to hide UK hyperinflation this time https://t.co/IFuE5UuAOo — JustDario 🏊♂️ (@DarioCpx) March 21, 2025 The U.K.’s Office for National Statistics said Friday it paused publication of its index of producer prices, a new disappointment for the data agency …
"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
Alexa+ is billed as a major upgrade that includes individual voice recognition through Alexa Voice ID, nuanced calendar scheduling, Ring home security system integrations, and product purchasing capabilities. It’s Amazon’s latest effort to generate a profit from Alexa, which lost $25 billion in revenue between 2007-2021 according to The Wall Street Journal last year. While …
Taxpayers are footing the bill for over $600 million in salaries at the Department of Education—money that could have been used to improve schools, help teachers, and boost student outcomes. Instead, it’s lining the pockets of bureaucrats. There’s no reason government salaries should be that high, especially when the results are questionable. Top teacher salaries …
by Michael It happened in Afghanistan, Iraq and Libya. Now it is happening in Syria. They wanted to get rid of Assad because they said that he was evil. But then they replaced him with a man named Ahmed al-Sharaa who is far worse. The U.S. government previously had issued a 10 million dollar reward …
Despite massive outflows in the mid-20th century, the U.S. still officially has the world’s single largest gold reserve. About 8,100 tons of gold altogether – or 3.3% of all gold ever mined in human history. Today we ask, can the federal government mobilize the nation’s gold reserve to patch up our fiscal position? What could …
