Independent thinking for complex markets and current events
The Strait of hormuz isn’t just about oil. This is important to recognize. Liquefied Natural Gas – this would affect quite a few countries. Electricity prices would spike globally. Some countries would face a crisis within weeks. Petrochemicals and Industrial Chemicals – this affects sulfur, sulfuric acid, ammonia, methanol, ethylene – and these are used …
This is the part where bubbles always start lying to people. JPMorgan is literally listing the same warning signs we heard before 2000 and 2008, but everyone shrugs because the word AI sounds magical. When companies are burning insane amounts of cash and promising the future will fix it later, that is not innovation, that …
Misty Pellew’s family lived in the dark for several days this month. Pellew’s power was shut off Nov. 13 because of $602 in unpaid bills, the latest in a string of financial humiliations that began six months ago after her husband lost his $20-an-hour excavation job in northeastern Pennsylvania. The recent government shutdown dealt another …
.@realDonaldTrump's team says he's never felt more confident. He’s on a mission to right the Swamp’s wrongs before the end of his term. The vision? Turn the country into a place with thriving main streets and hometowns, where American workers made American products sold to the… pic.twitter.com/jx8PZ5SE4u — Jesse Watters (@JesseBWatters) April 5, 2025 .@VDHanson …
The 10-year Japanese Government Bond (JGB) yield has hit a 16-year high, creeping toward 1.75%. That may not sound extreme by global standards, but in Japan’s fragile system, even small increases in borrowing costs send shockwaves through the economy. The Bank of Japan has spent years suppressing rates with aggressive bond-buying. Now, markets are testing …