Independent thinking for complex markets and current events
Healthcare, college tuition, and childcare prices exploded with heavy government involvement. TVs, smartphones, and clothing prices collapsed through market competition. Subsidies create donor lobbies that push costs higher. Neglected sectors face real competition and innovation pressure. Pattern holds across decades of data on price changes. Everything government subsidizes gets expensive, from medical to college to …
Americans are shocked to find out they can make more working at a large gas station convenience store than they can with their college degrees Breakdown of pay at Buc-ee's: – Cashier, Gift, Warehouse, Maintenance, and Grocery Stocker: $20– Food Service and Restroom Crew: $25-… pic.twitter.com/jLP9dIooQ5 — Wall Street Apes (@WallStreetApes) July 6, 2026 College …
This is the part about index investing that gets overlooked. When you buy SPY or QQQ, you are not choosing individual companies. The fund chooses for you. Because these indexes are weighted by market size, the biggest companies automatically become the biggest holdings. And that creates a strange situation. The more a stock rises, the …
The debate is no longer just: “Will AI change the world?” The bigger question is: “Did investors already pay for too much of that future?” A Michigan pension fund has sued Microsoft, accusing the company of misleading investors about AI and cloud growth. $MSFT getting sued for being down 20% by Michigan pension fund for …
Stocks now trade at higher valuations than just before 1929 crash. Main measure is Shiller CAPE ratio (or P/E10). It looks at current price vs average earnings of last 10 years (adjusted for inflation). In September 1929, CAPE reach about 32.5. Today in June 2026, CAPE sit at 40 to 41+. This is second highest …
He was sworn in at the White House today, which almost never happens for a Fed chair. Trump clearly wants rate cuts, but inflation is already heating back up and prices are still climbing. Now Warsh is stuck trying to boost the economy without making inflation even worse, and regular people usually end up paying …
April CPI showed food at home up 0.7 percent monthly, biggest jump since August 2022. Overall food inflation hit 3.2 percent year over year, up from 2.7 percent prior. Beef, tomatoes and produce leading surges with some categories near 40 percent annual. Iran conflict energy spike and fertilizer issues adding fresh pressure. Shoppers report sticker …
US Treasuries dump hard, yields smash 2007 highs and climb toward 5 percent… Bond vigilantes force inflation forecast straight to 5 percent nightmare… Fed cornered into July rate hike or lose total control of the debt disaster… Just getting started 🔥 We’re going much higher 🔥🔥🔥 https://t.co/QOecLbynC9 — QE Infinity (@StealthQE4) May 18, 2026 🚨 …
Bull Theory @BullTheoryio 🚨The cheapest money in the world just got more expensive. The entire global financial system borrowed it. Japan’s 10-year bond yield just hit 2.564%, for the first time this century. Japan is one of the largest holders of U.S. Treasury bonds in the world. As Japanese yields rise and a BOJ rate …
US March PPI inflation rises to 4.0%, its highest since February 2023. BREAKING: US March PPI inflation rises to 4.0%, its highest since February 2023. Core PPI inflation was unchanged, at 3.8%, also the highest since February 2023. We are now officially seeing inflation metrics in the US that are at 4% or higher. Inflation …
Are you ready folks? pic.twitter.com/SUSiPfdiua — Iran Embassy in Thailand ☫ (@IranInThailand) April 13, 2026
The cost of living crisis in America has hit a breaking point in 2026. Across the country, families who once felt stable are now living in hotels, living in RVs, and surviving in ways nobody planned for — not because they’re reckless, but because rent is out of control, groceries are skyrocketing, and basic expenses …
For decades young Americans were given a very simple formula for success. Go to college. Take on the debt. Get the white collar job. That formula is now colliding with a technological revolution that very few universities seem prepared to confront. Artificial intelligence is rapidly moving into the same office jobs that millions of college …
When one looks inside the electricity system, the experience is less like analyzing an immense machine than being fed into one, resembling the immortal scene in “Modern Times” where Charlie Chaplin’s factory worker is swallowed by the equipment he’s working on. The American electricity market is not guided by an “invisible hand” of supply and …
RFK Jr. suggests Americans can more easily afford groceries if they start eating liver instead of beef: "Most of the cheap cuts of meat are very inexpensive. … You can buy liver or the cheap cuts." pic.twitter.com/ctP76E6SDh — FactPost (@factpostnews) February 27, 2026 Factcheck: Yes, it’s real. RFK Jr. (now HHS Secretary) said exactly that …
Wall Street sold $8.3 billion of stock last week, which is the second-largest weekly sale ever recorded in U.S. history, according to data from Bank of America. Retail investors stepped in and bought $1.0 billion of stock. That makes five straight weeks of buying from everyday traders. Hedge funds also added exposure. They purchased $1.2 …
Trump greenlights Russian sanctions bill, says US Senator Graham, that paves way for 500% tariff on countries importing energy from Moscow. The Senator points out that the bill will 'incentivize' China, India and Brazil to stop 'buying the cheap Russian oil' pic.twitter.com/mcZOyJJtcp — Sidhant Sibal (@sidhant) January 8, 2026
Congressional Bill H.R. 131 Vetoed The White House December 30, 2025 I am returning herewith without my approval H.R. 131, the Finish the Arkansas Valley Conduit Act. The Arkansas Valley Conduit (AVC) is a water pipeline currently being built to provide municipal and industrial water to communities in southeastern Colorado. It was originally authorized as …
"As seen in PNC’s Christmas Price Index, which tracks the cost of each gift in the song “The Twelve Days of Christmas,” prices rose by 4.5% in 2025, down from 2024’s 5.4% gain." -JPMorgan AM pic.twitter.com/AKmUtyNVSf — Daily Chartbook (@dailychartbook) December 24, 2025
I tried to ask grok this crazy a** question. But how is A.I. going to make any of our lives easier or more affordable? No, AI is unlikely to make the internet free, and in some ways, it may make access more costly and controlled. Could lead to paywalls or new fees for internet service. …
BREAKING: THE THIRTY YEAR EXPERIMENT IS OVER Japan’s 10-year yield just hit 1.85 percent. Highest since the collapse of Lehman Brothers. But here is what no one is telling you: The 30-year yield touched 3.40 percent. The 40-year approaches 3.71 percent. These are levels never charted in modern Japanese monetary history. For three decades, the …
UN REPORT: BIRTH RATES AREN’T FALLING BECAUSE PEOPLE DON’T WANT KIDS Turns out it’s not a “desire” problem. It’s an “afford it” problem. A massive UN survey of 14,000 people across 14 countries found that two in five adults over 50 didn’t have as many children as they wanted. The biggest barriers? Housing costs, childcare …
by Michael Do you want to see a very clear sign that our standard of living has gone way down? When I was growing up, middle class and low-income Americans flocked to fast food restaurants such as McDonald’s and Wendy’s. But now we are being told that high prices have “driven away lower-income customers” from McDonald’s, …
OK. So we repeal Obamacare What happens next? What do the 44-45 million current Obamacare clients do for Health insurance? I do favor removing all Non citizens from the program. And suspect were they to be removed that the system would probably be a lot more functional. — Angie Pratt (@ArkansasAngie) October 8, 2025 Health …
Because Canada’s been running a climate-tax cash grab while kneecapping its own energy sector. Alberta’s oil could fuel the world, but Ottawa would rather import Saudi crude, slap you with carbon taxes, and call it “green.” It’s not market forces, it’s manufactured scarcity.… — Delta Harbour Assets (@DeltaHarbour) September 8, 2025 Federal, provincial and carbon …
Home buyers are paying more for smaller homes, a phenomenon called shrinkflation. A new LendingTree study found new single-family homes have shrunk 11% in the past decade, while their price per square foot has jumped 74%. Driven by surging land, labor, and material costs (compounded by tariffs and worker shortages), builders are trimming square footage …
U.S. Stock Market at its most expensive valuation since the Great Depression 🚨 Probably Fine? 🤔 pic.twitter.com/JVCijfR202 — Barchart (@Barchart) August 11, 2025 Guess what the biggest driver of this stock market rally has been? Leverage. For the first time ever, margin debt has topped $1 trillion and has ballooned +25% over the past year. Fully one-fifth of …
S&P 500 hits its most expensive valuation in 4 years 🚨🚨 pic.twitter.com/afbN5BNL4o — Barchart (@Barchart) August 5, 2025 For those who believe the S&P 500 is reasonably valued. What an illusion. pic.twitter.com/1pRE3IHX7v — Guilherme Tavares (@i3_invest) August 5, 2025 Based on July‘s S&P 500 monthly data, the market is OVERVALUED somewhere in the range of …
Their crap is too expensive. Had to buy a pair of running shorts there when I forgot to pack them on vacay and they were like $90. https://t.co/wlnx2tm5RY — QE Infinity (@StealthQE4) June 5, 2025 Lululemon shares tumble 20% as it cuts full-year guidance, citing ‘dynamic macroenvironment’ Lululemon beat Wall Street expectations for fiscal first-quarter …
The market cannot survive without Big Tech: The S&P 500 has added a massive ~$7.5 trillion in market cap since the April 7th low. Meanwhile, the Magnificent 7 has accounted for ~54% of this increase, gaining $4 trillion in value. This means the Magnificent 7 has contributed… pic.twitter.com/UqkB6N9lnu — The Kobeissi Letter (@KobeissiLetter) June 4, …