Independent thinking for complex markets and current events
Nic@puckrin Kevin Warsh just picked his two Fed advisers. Here’s why it matters: Daniel Covitz: 30 years at the Fed, specialist in financial stability & credit markets. Eric Engstrom: called the soft landing dead in mid-2025. His model flagged “mild stagflation” before anyone else was saying it. Together they argued yields are rising because of …
Experts from big privacy groups and tech companies all say same thing. Bill forces companies to build permanent backdoors into systems. Government can demand data logs for up to one year on every app. It overrides encryption and data deletion rules. Orders can stay secret so companies cannot tell users. Rushed through Parliament with only …
by Michael Without sufficient quantities of oil, the global economy will not be able to operate normally. So the fact that the global economy is running a massive “oil deficit” right now should deeply alarm all of us. Even since the war with Iran began, the world has been consuming far more oil than it …
A $2 billion injection of federal funding is giving the quantum computing sector a much-needed shot of adrenaline. But beneath the enthusiasm lies a far more sobering reality. That’s according to Moody’s, which designated quantum technology as the next major cyber threat facing financial institutions in a sector report this week. The credit rating agency …
🚨 HOLY CRAP! The Trump economy just nearly DOUBLED jobs expectations, adding +115,000 while 62,000 were estimated "We are MUCH stronger!" "Last month — UPWARD revision from 178K to 185K. These are GOOD numbers." Experts LOSE 🔥🇺🇸 pic.twitter.com/uEqIwnUw6W — Eric Daugherty (@EricLDaugh) May 8, 2026 115,000 payroll increase exceeds all but four of the 73 …
They spent years calling tough policing racist and now act shocked when reversing it actually works. Blue city’s staggering 40% violent crime drop a ‘blueprint for other cities,’ law enforcement expert says. Data from the Memphis Police Department shows violent crime is down over 40% so far in 2026 compared to the same period last …
Ukraine’s president said on Tuesday that his country has so far deployed more than 200 Ukrainian air defense specialists to the Middle East amid the Iran drone attacks on its Arab neighbors. Speaking in the British parliament in London, Zelenskyy added that Kyiv is capable of producing around 2,000 interceptor drones per day and could …
Los Angeles | Mark Zuckerberg told a jury on Wednesday (Thursday AEDT) that he overruled concerns about teen wellbeing from staff and 18 experts to lift a ban on Instagram beauty filters because he was concerned about “free expression”. The billionaire social media boss faced a grilling in a Los Angeles court as he battles …
🚨 HOLY SMOKES. President Trump announces the US will take in nearly $1 TRILLION DOLLARS in tariff revenue next year, throwing the experts into a state of SHOCK "Next year, $900 BILLION DOLLARS in tariffs! Unless the Supreme Court says you can't do it, can you believe it?!" 🔥 pic.twitter.com/hU7UAHKLRd — Eric Daugherty (@EricLDaugh) February …
by David Haggith “I think the best way to get a handle on the risks of AI is to ask the following question: suppose a literal ‘country of geniuses’ were to materialize somewhere in the world in ~2027. Imagine, say, 50 million people, all of whom are much more capable than any Nobel Prize winner, statesman, or …
Don’t celebrate yet, this boom is built on volatile imports and exports, not sustainable growth. Is the US economy booming? The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 2025 is now +5.1%. This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus …
The ‘super flu’ is exploding across the US, with some states seeing more cases than ever before. The latest CDC data for the week ending December 20 shows positive flu tests are up 53 percent compared to the week prior. Positive tests are up nearly 75 percent from this time last year. During the week …
BREAKING: September’s trade deficit stuns experts by coming in far lower than expected. EXPECTATION: -$59 BILLION REALITY: -$52 BILLION "This would be the lightest going back to, wow we're really going back. All the way back to June of 2020.” pic.twitter.com/aEmMj0LXqm — Benny Johnson (@bennyjohnson) December 11, 2025 The US trade deficit narrowed unexpectedly in …
AI Just Decoded the Lost Language of the Indus Valley Civilization — And Experts Are Stunned For over a century, the Indus Valley script—used by one of history’s most advanced civilizations—has defied translation. No Rosetta Stone. No bilingual texts. Just four thousand inscriptions, most with only four to five symbols. Now, deep neural networks are …
#Ukraine has next ZERO chance to use US #Tomahawk missiles – Expert from Responsible Statecraft Tomahawks can be fired only from guided missile destroyers, Typhon system and specific submarines IOW, despite the rhetoric, Ukraine has no chance of getting them. pic.twitter.com/YS7mrmwTZP — Michael Ashura (@MichaelAshura) October 1, 2025 Tomahawks can be launched from guided missile …
We have suspected it, and here is the data. It’s not misinformation what the „experts“ fight against, it’s information and data that challenge their left world view. Facts and data are the biggest enemy of the left ideology as they disturb their narratives. Anyone surprised? pic.twitter.com/E6aunFPwWn — Michael A. Arouet (@MichaelAArouet) September 16, 2025 1) …
All three children of New Zealand fugitive Tom Phillips have now been rescued after their father was killed during a shootout with cops. New Zealand Police Acting Deputy Commissioner Jill Rogers revealed Maverick, 10, and Ember, 9, were found safe and well at a campsite at 4.30pm on Monday. The discovery came about thanks to …
The new jobs numbers have been trending downwards for the last six months, or so. We are well into a recession at this point. Are we already in a jobs recession? Less than 50% of industries are adding workers the last 6 months. Numbers like this are only seen during recessions. pic.twitter.com/9J2H1FTyZr — QE Infinity …
Trump’s legacy will be defined by America’s downfall, and everything he is doing right now makes that almost certain. Ray Dalio says it happens within 3 years max 💀 👀 👀 pic.twitter.com/A3zcUHg3lY — QE Infinity (@StealthQE4) September 2, 2025 Link:https://t.co/mtTG5lOBrc — QE Infinity (@StealthQE4) September 3, 2025 Ray Dalio warned the U.S. faces a “debt-induced …
Top AI experts from Silicon Valley were stunned upon seeing China’s enormous head start across all segments of applied artificial intelligence. Of particular concern was China’s access to cheap electricity, which is simply not available in the United States, and very likely never coming. The experts conclude that the AI race is likely already over. …
🚨 JUST IN: President Trump takes huge victory lap on the economists and experts after latest inflation report “It has been shown that, for the most part, Consumers aren’t even paying these Tariffs, it is mostly Companies and Governments, many of them Foreign, picking up the… pic.twitter.com/M3b4E4iXuQ — Eric Daugherty (@EricLDaugh) August 12, 2025 Americans …
On July 30 2025 the Trump administration held a White House event called “Make Health Tech Great Again” to unveil what is being billed as a digital health ecosystem. Over 60 organizations including Google, Amazon, Apple, Cleveland Clinic, UnitedHealth Group, Oracle and Anthropic signed on to voluntary data‑sharing and interoperability frameworks managed through CMS. The initiative promotes …
UPS is closing 73 buildings and cutting 20,000 jobs. Amazon volume is down 50 percent. That’s not automation. That’s collapse. UPS says it’s “reconfiguring the network” but the closures are concentrated in retail-heavy states where consumer demand is evaporating. Q2 revenue fell nearly 3 percent. Peak season plans? Not submitted. That means retailers don’t know …
The Microsoft SharePoint hack is serious and spreading fast. Hackers found a vulnerability and hit thousands of targets globally including governments, banks, hospitals, and big companies. Over 8,000 servers are at risk. More than 400 systems have been confirmed hacked, including the National Institutes of Health which had to shut down servers for safety. 🇺🇸 …
Tom Lee, Fundstrat head of research and CIO, joins CNBC’s ‘Squawk on the Street’ to discuss outlooks on Nvidia, whether there may be catalysts to the upside, and much more.
A new COVID strain from China, NB.1.8.1, is spreading in the U.S., including NYC, per the CDC. First detected in late March among international travelers, the variant has already caused surging hospitalizations across Asia. China saw ER visits for COVID double in a month, with… pic.twitter.com/QgrMeHuThU — Wall St Engine (@wallstengine) May 27, 2025 🇨🇳🇺🇸NEW …
Builders are sitting on more houses than they can sell, and that could spell trouble for the entire housing sector. We currently have the most homes for sale in the sunbelt in US history. This would be front page news if they didn't think it would cause a panic pic.twitter.com/FyhTIZu5ka — Darth Powell (@VladTheInflator) May …
A new $4,800 gold forecast just got topped by JPMorgan’s $6,000 gold scenario. Meanwhile, central banks are hoarding bullion and we assess a new gold-backed currency offering. Here’s a review of the forces driving gold’s price higher… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the …
All the students in the class at the Small Fish Big Fish swim school in Florida have autism, a developmental disorder linked to a higher-than-average danger of drowning.
