Independent thinking for complex markets and current events
Nestled inside the four months since the United States launched attacks on Iran was six weeks of the most intensive air campaign since the “shock and awe” opening of the Iraq invasion. Yet the deal it produced, while still in final negotiations, seems to be a draw at best and, in many ways, favors Iran. …
Con Edison says voltage reduced about 8 percent in parts of Queens and Brooklyn for equipment repairs during peak heat demand. Residents report something very different on the ground. Some areas like Richmond Hill and surrounding neighborhoods say power is fully out since midday, not just reduced. COMPLETE power was shut off here in Richmond …
When will the central banks start to cut interest-rates? This week the world’s major central bankers arrived in Sintra to take advantage of the generous hospitality provided by the European Central Bank or ECB. The first thing we learned was that the long-running plan to boost each others pension pots never runs out of steam. …
Our entire market and economy is a house of card of debts — ZeroSumTruths (@ZeroSumTruths) January 26, 2026 Meanwhile: TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. …
Nothing says systemic risk like a record bailout before breakfast. Fed lending $420B to banks is a much bigger story but you are correct. I just posted a link to the Fed story. — Dr. Don Woods (@DonaldW60852684) January 15, 2026 VVIX back over 100 always a red flag, especially with VIX lagging https://t.co/CeIl200Fcl pic.twitter.com/YP7GD3hruh …
Cash hasn’t shrunk this fast in nearly two decades, yields are spiking, and the BoJ is finally leaving stimulus behind. They fear the collapsing yen more than the historic rates due to inflation. Problem is, even raising rates to multi-decades highs isn’t helping the yen much, which means much more hikes on the way. And …
I’m genuinely concerned at this point that he doesn’t know how anything works in the real world. https://t.co/1eS5JD7oUR — Adele Scalia (@AdeleScalia) January 5, 2026 h/t Jim
via halturnerradioshow America’s household debt hit $18.59 trillion with a $197 billion Q3 spike this year. Many people are calling this “the elite’s silent war on the middle class.” That’s $136,000 per household and an increase of $1,500. Mortgages, car loans, and credit cards are chaining families while the politicians in DC print trillions for …
Warnings have been issued for portions of the United States’ electric power grid amid a forecasted severe geomagnetic storm. The Space Weather Prediction Center (SWPC) of the National Oceanographic and Atmospheric Administration (NOAA) issued the forecast on Tuesday, saying a geomagnetic storm at a strength of category G4 would cause issues with electrical grids for …
Spot on as usual. When you start seeing fraud in lending risk management becomes impossible. Ask the banks in 2008. pic.twitter.com/9Aaq2TtBiJ — QE Infinity (@StealthQE4) October 15, 2025 Auto industry bankruptcies have led to broader concerns about the health of non-bank lending. JPMorgan’s CEO Jamie Dimon voiced his concerns over the high-profile collapse. The firm …
MSNBC didn’t get the answer they were hoping for, but honestly, if the FBI had anything damaging on Trump, it would have come out during the election. An Obama-appointed judge previously blocked the unsealing of the files, proving the only value left is speculation over whether Trump appears on it, not clearing his name. Otherwise, …
Failure wears the mask of governance. Karoline Leavitt did not hold a press briefing. She delivered a postmortem. “Your leaders are lying to you — and they have been failing you for decades.” link Chicago murders explode in numbers that shock the conscience. “In 2024, Chicago’s murder rate per capita was three times higher than …
Socialism’s track record: 100% failure rate. Mamdani’s confidence level: Still 100%. Math was never their strong suit. — so what, now what? (@_sowhatnowwhat) August 13, 2025 Sun Fresh Market at Linwood and Prospect closed this week Taxpayer investment: nearly $29 million https://www.kmbc.com/article/sun-fresh-market-linwood-prospect-closes-taxpayer-funding/65669833 Store struggled for months to keep shelves stocked Security costs surged Sign now …
Support for UK aviation is near universal until the sky goes dark. On July 30 engineers at NATS confirmed they had “restored the system that was affected” after a radar failure grounded all outbound flights from UK airports during peak travel hours https://www.ft.com/content/8b6b23d6-6586-4ea6-b745-6e1e45e6c5fe. London’s Gatwick confirmed outbound departures were paused while arrivals continued, though inbound flights …
The AI industry just dropped some numbers that should terrify every executive who’s betting their company’s future on AI agents. Carnegie Mellon researchers put these systems through real workplace tasks, and the results are brutal. OpenAI’s flagship GPT-4o? Failed 91% of the time. Amazon’s Nova? A catastrophic 98% failure rate. Even Google’s best-performing agent failed …
https://twitter.com/_/status/1924741862461739146 No hard facts yet on what triggered Spain’s latest telecom blackout, and officials haven’t nailed down an exact timeline for full recovery. Carriers are scrambling with boilerplate statements about “investigations” and “resilience,” but public trust is running on fumes after a… — Alva (@AlvaApp) May 20, 2025 Spain has been plunged into chaos after …
The Chinese collapse will make the 2008 subprime crisis in the US look like good times. The entire investment of the Chinese people has gone into real estate. They have built around 3 billion empty units in high rise apartments that have never had a person living in them. All the savings, and investments have …
NOW – Bessent Just Blew the Lid Off 50 Years of American Failure—Trump’s First 100 Days Are About to Change Everything Treasury Secretary Scott Bessent just said the quiet part out loud and it was a direct shot at the political class that ran Washington for the last half-century. “I’m not mad at the tariffs …
Only in Canada does the party that governed over a decade of unprecedented economic ineptitude get rewarded for a fourth term in office. Less a case of there being a fresh face with Mark Carney, who previously served on the sidelines as Justin Trudeau’s external economic advisor,… — David Rosenberg (@EconguyRosie) April 29, 2025 In …
DEI: Chicago’s teachers insisted that higher pay would unlock student success. The city obliged, hiking per-student spending by 70 percent and boosting average teacher salaries to $100,000. The result? Failure on a grander scale. Today, just 11 percent of black students in Chicago are proficient in reading — a tragic monument to the bankrupt promises …
by External-Noise-4832 Newly released files reveal the CIA planned to sabotage Cuba’s crops with biological agents under Operation Mongoose. The documents confirm bioweapons were considered for regime change, with aerial spraying as a possible method. Agents used subtle toxins to avoid detection—ensuring no trace led back to the U.S. Wouldn’t that have violated Geneva Conventions?
We've seen this movie before… UBS 2025- "…Ernst & Young, re-elected as UBS's auditor last year, said in its assessment on Monday that because of the effects of this weakness, it had concluded that UBS had "not maintained effective internal control over financial reporting"… pic.twitter.com/TM0R1VAtzX — kristen shaughnessy (@kshaughnessy2) March 18, 2025 UBS’s auditor warns …
(NEXSTAR) – The causes of death for actor Gene Hackman and his wife Betsy Arakawa were released Friday after days of mystery and speculation. At a media conference Friday, Dr. Heather Jarell, chief medical examiner for New Mexico’s medical investigator office, identified Hackman’s cause of death as hypertensive and atherosclerotic cardiac disease, with Alzheimer’s disease …
by Michael Why does every “step forward” seem to bring us even closer to an apocalyptic showdown with Russia? Now we are being told that the UK, France and other European nations will be working with Ukraine to develop a “plan to stop the fighting”. We aren’t being given specific details about the plan yet, …
CNBC’s Contessa Brewer joins ‘Squawk Box’ with the latest details on the California wildfires and the insurance landscape in the state.
Elon Musk: A new election should be called in Britain A new election should be called in Britain https://t.co/qavxToRa7j — Elon Musk (@elonmusk) January 2, 2025 Check this out Elon… this will completely disgust you. Two 13 yr old girls were drunk and nude with 7 Pakistani immigrants and the police arrested the 13 yr …
UPDATE: Witness Drops Damning Bombshell on NOLA “Terrorist Attack” – Reveals Officials Left Hydraulic Steel Barriers DOWN Which Could Have Stopped Attack (VIDEO) https://www.thegatewaypundit.com/2025/01/update-witness-drops-damning-bombshell-nola-terrorist-attack/ 🚨 WTF?! The City of New Orleans HAD hydraulic steel car barriers, but left them DOWN last night Instead, they opted for “flimsy orange ones that you could just push over …
Great point. If Nvda goes down, the black swan will unleash — Eyowa (@EzzineDe24450) December 29, 2024 BlackWell literally disappeared from all MSM that are now busy regurgitating all other vapourware PR fed to them in order to hide the big BlackWell failure elephant in the room and convince the masses there is still “spectacular” …
SHOCK: @PressSec is warning Republicans that if they don't pass the Democrat's continuing resolution there could be a delay in the transition of power from Biden to Trump. If true this is a SERIOUS threat to democracy. h/t @TheChiefNerd pic.twitter.com/rykWpd1zDK — @amuse (@amuse) December 20, 2024 Wait…. what?! https://t.co/o8UBmHRPQF — Mario Nawfal (@MarioNawfal) December 20, …