Independent thinking for complex markets and current events
The internet feels invisible until it stops working. That’s exactly what Singapore is trying to prevent. After recent tech and power disruptions exposed how fragile critical digital infrastructure can be, the government released a public consultation paper today for a new Digital Infrastructure Bill. The message is simple. Keeping data centers online is no longer …
NASA delays Artemis II after fuel seal failures trigger critical safety alarm https://t.co/or9wgwdZFo — Mary Jane Anderson (@MaryJan28337231) February 16, 2026 NASA’s Artemis II mission, intended to carry astronauts around the Moon for the first time since the Apollo era, has been delayed after a liquid hydrogen leak forced an automatic halt during a critical …
“MUST WATCH: You could not have found a more incompetent group of corrupt morons who are leading the investigation into the shooting at Brown University: – Brown’s head of campus security was fired from his last job for not having the proper credentials. – Brown’s President may have removed security cameras from the campus at …
First Brands BANKRUPTCY shakes credit markets: The collapse WIPED OUT $4 billion in leveraged loans held across ~80 CLOs from PGIM, Franklin Templeton, Blackstone, and others. The sudden failure is a major warning for the broader credit market and leveraged loan sector… More corporate failures to come? ⚠️First Brands BANKRUPTCY shakes credit markets: The collapse …
The government shutdown is not some background squabble in Washington. It is already bleeding into the country’s infrastructure in ways that feel small today but can rupture into something catastrophic tomorrow. Two Delta jets just clipped each other at LaGuardia, ripping a wing off one aircraft while both were still taxiing. That accident didn’t happen …
The story everyone thought was finished is still unfolding, and the newest pieces are more disturbing than the last. Jeffrey Epstein’s financial reach was not the confined, shadowy network that official accounts implied. It was woven into mainstream banks and investment firms that most Americans trust with their savings, and the documents now surfacing show …
‘I don’t blame them, we have a great country, but the point is we can’t look after everybody.’ Political Commentators Andy Williams and Kane Blackwell clash over immigration laws and the planned protest over the weekend.
$NVO is still blaming their weakness on " knockoff GLP1s"😂 I like the company, but why isn't $LLY doing the same? Management has to take accountability at some point! pic.twitter.com/sLzJniQLyY — Patient Investor (@patientinvestor) July 29, 2025 The fall hit hard. Early in the morning Novo Nordisk shares dropped over 20% after slicing its full‑year …
Ukraine just lost €1.5 billion in EU aid. Not because of war. Not because of budget shortfalls. Because its government tried to gut the independence of its anti-corruption agencies. The European Commission confirmed the cut on July 25, 2025. Kyiv had requested €4.5 billion. Brussels approved €3.05 billion. The missing €1.5 billion is now frozen. …
Europe’s energy backbone is cracking. The Netherlands has confirmed it will begin electricity rationing this summer to relieve pressure on its overstretched grid. Industrial zones in Rotterdam and Eindhoven will face rolling curtailments during peak hours. Residential areas are being asked to reduce usage voluntarily. The government says it’s a “preventative measure,” but the grid …
The man who has ruled Russia with an iron fist for over two decades just went on national television and admitted his country is facing an economic crisis. That’s not Putin admitting a small problem – that’s Putin confessing the house of cards is finally collapsing. While the Kremlin pumps out propaganda about growth and …
These are the highest I’ve EVER seen them in years… The MMRI is currently at 318.5: https://traderschoice.net/about-traders-choice/ The Modified MMRI is now at 411: https://www.mannarino-market-risk-indicator.com/MMMRI/ These indicators have reliably predicted bank failures over the past few years, so expect more shit to break economically soon followed by another huge inflation increase after the US government …
https://twitter.com/MichaelAArouet/status/1859509748216782958 Mississippi, America’s poorest state, outpaces France and Italy in GDP. The second poorest, West Virginia, has a GDP larger than Canada or Germany. These figures aren’t just surprising; they reveal a stark disparity in economic outcomes driven by policy choices. Europe and Canada face mounting economic stagnation. Overregulation, excessive bureaucracy, and aggressive redistributive policies …
Commodities are not feeling very inflationary right now. https://t.co/cS1Yveed7h pic.twitter.com/LbdPayQmSx — Financelot (@FinanceLancelot) November 11, 2024 I'm keeping a close eye on 5 year and 10 year breakeven inflation. We saw a similar breakout in 2008 when inflation expectations were the complete opposite of the real economy. https://t.co/8T6u9d8NV4 pic.twitter.com/7RTwh6ApRm — Financelot (@FinanceLancelot) November 10, 2024 …
https://www.sec.gov/newsroom/press-releases/2024-114#:~:text=The%20firms%20admitted%20the%20facts,implementing%20improvements%20to%20their%20compliance TL;DR: Six credit rating agencies charged by SEC for recordkeeping failures. Firms admit wrongdoing and pay over $49 million in penalties. Moody’s, S&P Global, Fitch, HR Ratings, A.M. Best, and Demotech involved. Most firms required to retain compliance consultants. SEC emphasizes importance of recordkeeping for investor protection. BREAKING: The SEC has charged six credit …
About four months after a notorious hacking group claimed to have stolen an extraordinary amount of sensitive personal information from a major data broker, a member of the group has reportedly released most of it for free on an online marketplace for stolen personal data. The breach, which includes Social Security numbers and other sensitive …
Secret Service security failures are revealed in damning document, that describes how agents allowed an armed guard with three arrests to ride in an elevator with President Obama Secret Service failures that may have allowed the assassination attempt on Donald Trump were called out by a congressional watchdog nine years ago. Now that watchdog is …
As of now, there hasn’t been a record number of bankruptcies among companies with assets above $50 million. The Bloomberg Bankruptcy Index, which considers both the size and number of bankruptcies, remains relatively low. This suggests that while smaller companies, particularly in the mortgage and real estate sectors, may be struggling, larger financial institutions have …
Will CRE defaults be enough to push the economy over the edge? First Foundation plunges as ’unexpected’ fund raise puts real estate loans in focus First Foundation shares slumped roughly 24% on Wednesday to their lowest since November after the Texas-based lender with a huge portfolio of multifamily real estate loans disclosed a $228 million …
The FDIC Quarterly Banking Profile for the first quarter of 2024 provides insights into the financial health of FDIC-insured institutions. Here are some key points: Net Income: The banking industry rebounded in the first quarter, with net income increasing by 79.5 percent from the prior quarter. Community banks reported a quarterly increase of 6.1 percent in net income. …
The Pentagon just said none of the aid from the U.S. Navy pier they built off the coast of Gaza has actually gotten to the Gazans. $320 million U.S. tax dollars and the efforts of 1,000 soldiers and sailors were wasted on this. Another blunder by Biden.pic.twitter.com/Y0OOiIhy56 — Paul A. Szypula 🇺🇸 (@Bubblebathgirl) May 26, …
via Zerohedge: Billionaire Barry Sternlicht, Founder, Chairman and CEO of Starwood Capital Group has issued an ominous warning about America’s regional banks, which he says will fail at a rate of ‘one or two’ per week. Speaking with CNBC on Tuesday, Sternlicht says he thinks that primary real estate lenders – community and regional banks – are …
In the financial landscape of commercial real estate (CRE), looming debt obligations signal a potential crisis, with nearly $929 billion in commercial mortgage loans set to mature by the end of 2024. This staggering sum, outlined in the Mortgage Bankers Association’s (MBA) 2023 Commercial Real Estate Survey, underscores the mounting pressure on America’s small- and …
Although he later retracted his tweet telling everyone to sell, you can see that Michael Burry was pretty spot on with some of these. FRC just officially failed so which one of these is next with the upcoming collateral change effectively nixing the use of crypto as collateral? h/t HorstMcGurchwich
Key points: Bagram Airbase in Afghanistan was turned over to Taliban in September 2021. Taliban took control of the base, releasing thousands of terrorists. ISIS suicide bomber Abdul Rehman, released by Taliban, killed 13 Americans. “Another Joe Biden foreign policy disaster is in the works. Joe Biden already turned over the Bagram Airbase in …
Look at this map: https://finviz.com/map.ashx?t=sec That tells you that almost the entire markets valuation is based off a few big tech companies. A lot of bankruptcies being filed for small and mid size businesses. I’ve been watching them being filled at an alarming rate via the court dockets. Evictions, crime, and state failures are happening/rising fast. …
Federal Reserve Chair Jerome Powell said Thursday he expects to see some banks fail due to their exposure to the commercial real estate sector, which has declined significantly in value following the shift to remote work. Powell said the banks that are in trouble with falling office space and retail assets are not the …
US Regional Bank Stocks 1 Month Into 2024: 1. NY Community Bank, $NYCB: -60% 2. Valley National Bank, $VLY: -25% 3. Metropolitan Bank, $MCB: -15% 4. HarborOne, $HONE: -14% 5. Comerica Bank, $CMA: -13% 6. Zions Bank, $ZION: -12% 7. Western Alliance, $WAL: -11% 8. Citizens Financial, $CFG: -6% 9. KeyCorp, $KEY: -5% Regional bank …
Banking rollercoaster: From denial to acknowledgment, uncertainty surrounds likelihood of commercial bank failures. Real estate magnate Barry Sternlicht has sounded the alarm on the challenges facing the commercial real estate (CRE) sector, particularly the office market, labeling it an “existential crisis.” Sternlicht estimates that the $3 trillion asset class is now likely worth around $1.8 …
