Independent thinking for complex markets and current events
by Michael When global supply chains collapse, the pain is not felt immediately. Tankers that left their destinations before the war with Iran began are still arriving at their destinations, products that were manufactured prior to the war still fill our shelves, and we are still eating food that was produced last year. So even though …
The Fed has no choice. If oil goes up to $150-200 it’s over. Yet we act as if Iran is obliterated and everything is awesome. This is complete lunacy. https://t.co/xRRCIi61UV — QE Infinity (@StealthQE4) March 26, 2026 Markets are losing hope of any logical solution in the Middle East: pic.twitter.com/DgXPiTeIVE — QE Infinity (@StealthQE4) March …
by Michael After this week is over, there may be no turning back. President Trump is literally threatening to “obliterate” Iran’s power grid, and the Iranians cannot do a thing to prevent that from happening. But in response, the Iranians are threatening to destroy oil and gas infrastructure all over the Persian Gulf. The Iranians …
The only problem is winding down. The war doesn’t end it https://t.co/fQwCfazoOQ — @mcm_ct_usa (@mcm_ct_usa) March 20, 2026 We control the Strait Iran has no Navy NATO will help us take the Strait back Oil tankers are flowing through the Strait Oil tankers aren’t flowing through the Strait Iran’s Naval and Missile capabilities have been …
Mac10 @SuburbanDrone This is the story of the stock market year to date as viewed by the equal weight NDX and the World ex-U.S.: Back in late January, U.S. stocks got hit by AI panic – The fear that AI was going to implode sector after sector including many Tech stocks. So Wall Street pundits …
https://twitter.com/TmAlberto/status/2028889422402306288 Israelis must not have thought that Iran would retaliate the way they did because this is video of Iranian Ballistic missiles landing in Jerusalem! pic.twitter.com/upjsEnRONs — Suzie rizzio (@Suzierizzo1) March 2, 2026 https://twitter.com/GPX_Press/status/2028843004359069971 That is the sky over Israel — Iranian ballistic missiles pouring through seemingly without end in what was supposed to be …
This isn't taxing them 5% more. This is taking 5% of everything they own. — libertarianass (@libertarian_ass) March 2, 2026
AI is not merely another technological leap—it may be the moment machines begin to eclipse the very human talents that built our world. n 1999, I had the privilege of working for one of the first companies to develop a product that would transmit video on the fledgling internet. Broadband access was still a few …
UK Government agrees to publish ‘Andrew files’ as MPs attack royal FILES related to the disgraced former prince Andrew Mountbatten-Windsor and his position as a UK trade envoy will be published after the UK Government agreed to MPs’ demands. However, during a Commons debate in which Andrew was widely derided including as “a rude, arrogant …
Macron on Tech Companies: “Free Speech Is Pure Bulls**t” Speaking in New Delhi on Wednesday, France’s President Emmanuel Macron criticized social media companies over their pledged commitments to free speech and lack of algorithm transparency. “Some of them claim to be in favor of free speech. We are in favor of free algorithms, totally transparent,” …
The Texas & Florida housing markets are on the cusp of massive financial crisis that last time saw home prices crash by 40% and flipped a booming economy right into a recession!
Just to clarify, he sold everything from Thiel Macro….not all his assets. Just saying before a Karen appears…. — Bourbon Capital (@BourbonCap) February 18, 2026
Trump: "We’re leading everybody in everything. This is the greatest period of anything that we've ever seen." pic.twitter.com/qfzXbn8UcT — Republicans against Trump (@RpsAgainstTrump) February 16, 2026
1971. The year Nixon took the dollar off gold. House: $25,200. Now: $410,000. Car: $3,560. Now: $48,000. Harvard: $2,600/yr. Now: $57,000/yr. Gas: $0.36/gal. Now: $2.88/gal. Average income went from $10,000 to $60,000. Everything got 8–22x more expensive. Wages only went 6x. But sure, it’s the avocado toast. @grok so nixon did a big mistake??? That …
Chinese students and scientists who are members of the Chinese Communist Party, attended schools tied to the Chinese military or worked with companies connected to Beijing’s theft of U.S. technology have “infiltrated” several top American universities, according to a watchdog group report that raises fresh concerns about America’s vulnerabilities to its most fierce adversary. A …
Burry’s “Repatriation Pending” Is A Warning Label Burry’s post is basically stitching together one idea..Japan is no longer the quiet, suppressed corner of global rates, and that matters because Japan has been one of the world’s biggest exporters of capital for decades. When your home yields are pinned near zero, you have to go abroad. …
Use video mode (turn on camera) and Grok voice will explain everything you’re looking at pic.twitter.com/Y5t4SQoOQQ — Elon Musk (@elonmusk) January 22, 2026
Everything is breaking records at the same time and that’s not strength, that’s stress. When stocks, gold, debt, and delinquencies all hit highs together, it means the system is being force fed cheap money. Cutting rates now doesn’t fix the problem, it pours gasoline on it. This rally isn’t confidence, it’s desperation dressed up as …
Sold a house got to a million and lost it all, now I owe the IRS 179k and I owe creditors 100k do not do options if you adhd byu/Stardazedlover inwallstreetbets Hello, Firstly I already know what most of you are thinking, how could you do this? Trust me…I know. I’m in an absolute low …
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 …
Overall, unemployment is rising across white-collar roles, and fresh college graduates are facing one of the toughest job markets in years. Even Harvard MBA graduates aren’t exempt.Yet the market continues to sit near all-time highs. https://t.co/HR4KSgoP44 — optionGeek (@StockShark16) November 25, 2025 Today’s rally has all the hallmarks of a bearish setup. As I mentioned …
Kevin Spacey has revealed that he is currently homeless and ‘living in hotels’ as he admits his financial situation is ‘not great’. Just two years ago, the actor was cleared of sexual assault allegations against four men during a UK trial in 2023. He has since struggled to get work and has passionately spoken out …
IMO Not releasing the October data does not instill confidence in the markets. It creates fear and uncertainty. The market hates uncertainty. It was a mistake to hide the data imo. pic.twitter.com/xpWurX9g4A — QE Infinity (@StealthQE4) November 12, 2025 https://twitter.com/FinanceLancelot/status/1988705833665065186 BREAKING: The U.S. government claims October’s inflation and jobs reports are “likely never going to …
Everything feels worn thin. People aren’t hiding it anymore. “Oh, F*ck Off!’ Democrats Rage at ‘Pathetic’ Shutdown ‘Betrayal’ in Mass Backlash… Democrats across the spectrum lashed out at leadership after the deal was announced, calling it a sellout and a pathetic betrayal of promises made to voters… one progressive lawmaker said the agreement ‘gives away …
Gary Franchi exposes the most shocking revelation from the Next News Network’s RAW FEED – illegal immigrants in New York City receive 65% more in daily food benefits than American citizens struggling to survive. While 42 million Americans lost their SNAP benefits due to the Democrat shutdown, migrants get $12.52 per day compared to just …
by Michael For a moment, I would like you to imagine what the perfect cruise missile would look like. It would have to be so evasive that no missile defense system on Earth could intercept it. It would also have to possess unlimited range so that it could hit any potential target on the entire …
https://twitter.com/JOKAQARMY1/status/1975211982149366234 Nothing good will come of this.
Actually now you need far less gold to buy a nice house, even though the average size of American homes has increased at the same time. 1975 = 294 gold oz and 2025 only 95 gold oz. See chart. pic.twitter.com/2s0VTG7YhO — Petri Kuittinen (@KuittinenPetri) October 3, 2025 The illusion of prosperity is breaking. Stocks up …
VIX +10%, QQQ +4%, market bubble like nothing seen before. Never seen $VIX climb +10% over a 10-day stretch while $QQQ climbed 4% at the same time. Divergences like this might pop up for a day or two, but not for this long and not into new ATHs. Today feels like the biggest bubble I’ve …
