Independent thinking for complex markets and current events
Ram this through and watch the next rug pull leave retail holding bags while executives already cashed out in the dark. Awesome. Even less transparency for markets. All this does is incentivize investors to take on even more risk despite knowing even less about how a company is performing. This turns the market into even …
The Trump administration imposed sanctions today on the Hengli Refinery in China as well as on 40 shipping firms and vessels involved in transporting Iranian oil. Hengli, one of China’s largest independent refineries with a processing capacity of about 400,000 barrels per day,… pic.twitter.com/sid8AERkpm — Visegrád 24 (@visegrad24) April 24, 2026 The Trump administration imposed …
Wow. So basically, if you do business with someone she doesn’t like, you’re on her hit list. Seriously, this is exactly why people distrust politicians and Washington in general. It’s not about policy or competence, it’s about vendettas and scorekeeping. FORMER OBAMA ADVISOR SUSAN RICE SAYS COMPANIES THAT WORKED WITH TRUMP WILL BE PUNISHED WHEN …
Texas real estate agent testifies there is a massive scam going on where foreigners from India are being imported and they don’t have to qualify to be given apartments She says more Indian scammers come here and are buying homes She says fake companies are paying for apartments… pic.twitter.com/Zj5i5iqgqd — Wall Street Apes (@WallStreetApes) February …
Hundreds of private equity firms are sitting on portfolios that nobody wants to buy and the flood of competition is making it worse. Their investors are fed up. This isn’t speculation. The capital is out there, but it’s not going into overpriced, illiquid assets. PE firms thought they could paper over risk forever. They can’t. …
Private credit firms sold a record amount of debt to themselves last year as the buyout sector’s slowdown pushed them to find new ways to generate cash from loans to companies owned by private equity. Private lenders struck so-called continuation deals worth $15bn globally in 2025, up from almost $4bn the previous year, according to …
BREAKING: $JPM ’s IB fees fall missing the firms own guidance. pic.twitter.com/Im0Z0EnYFM — Unicus (@UnicusResearch) January 13, 2026 Here: I was still trying to wake up: pic.twitter.com/5QdXmcGVmw — Unicus (@UnicusResearch) January 13, 2026
The Trump administration is trading billions of dollars of taxpayer money for ownership stakes in companies. The unusual practice shows no sign of slowing. The Trump administration is snapping up ownership shares of private companies it deems essential to national security. It is an unusual new strategy that has already committed more than $10 billion …
WALL STREET SHOCKER: MOST U.S. STOCK TRADING NOW HAPPENS IN THE SHADOWS — NOT ON EXCHANGES For the first time in history, more than half of U.S. stock trading is happening off the public exchanges — funneled into dark pools and internal trading desks of major Wall Street firms. — First Squawk (@FirstSquawk) October 25, …
Got #gold and #silver???$ag $fsm $kgc $btg $nxgcf $bcekf $armn $nfgc $sbsw $lbcmf $nexm $ogmnx 🚀🚀🚀🚀 pic.twitter.com/GqsK9DMR8F — 🪙 Gold Finger 🪙 Precious Metals Guru (@NFL_FantasyNews) October 23, 2025 [BEIJING] Chinese banks helped clients offload overseas currencies at the fastest pace since 2020 last month, as optimism towards further yuan appreciation grew. Lenders sold a …
Big things have small beginnings. https://x.com/kshaughnessy2/status/1981673722982674914 https://x.com/MrJJB/status/1981703730778239330 Key insight: Two more regional banks disclosed credit losses related to the bankruptcy of First Brands, the U.S. auto parts maker that filed for bankruptcy amid allegations that it engaged in fraud. What’s at stake: The list of large and regional banks with exposures to First Brands continues …
Authored by Mike Shedlock via mishtalk, Tariffs have not yet bit consumers in a big way. But they will. Firm’s Expected Unit Costs and Price Growth for 2026, data from Atlanta Fed Please consider the Atlanta Fed report Firms’ Cost and Price Expectations in the Wake of Tariff Hikes A striking feature of this year’s tariffs …
Mind blowing that investors still can’t see it. The market keeps getting bid up to unrealistic levels on rumors and empty hype. Greenspan once called this irrational exuberance. It always ends the same way badly. "AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending …
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 …
The regional banking crisis 2.0 Soon. pic.twitter.com/ofFj6Qlpw7 — The Great Martis (@great_martis) September 30, 2025 Fun fact: US Banks’ reserves are very close to the same level where the 2023 US regional banks crisis began – the bubble standing upon these reserves is also much larger today than it was 2 years ago https://t.co/4RJlfMcjrK pic.twitter.com/mYEUwnfQ5p …
Nasdaq didn’t tighten oversight to protect shareholders or promote transparency. It acted because the illusion had grown too grotesque to ignore, because the exchange finally recognized its own reflection in the chaos it had helped create. Nasdaq now requires shareholder approval before companies issue new shares to buy crypto, and non-compliant firms face delisting or …
The housing market didn’t collapse. It was looted. The 2008 crash wasn’t a failure. It was a transfer. The Fed absorbed $2.7 trillion in toxic mortgage-backed securities from its bankster accomplices, dumped the fallout onto taxpayers, and called it stability. “The Fed still holds about $2.7 trillion in mortgage-backed securities, down only slightly from its …
In August 2025, Walmart’s Global Tech division terminated 1,200 contractors in a single sweep. No notice. No severance. Accounts locked. Logins frozen. Silence. The trigger wasn’t performance or efficiency. It was bribery at the top, a vice president accused of siphoning between $30,000 and $120,000 every single day from Indian staffing firms. That figure is …
$NVDA Nvidia added $1 trillion in market cap after Trump approved H20 sales to China just a few months ago. Now what?https://t.co/uSURCUN53U pic.twitter.com/BWBM0SzWdN — JaguarAnalytics (@JaguarAnalytics) August 22, 2025 NVIDIA ORDERS SUSPENSION TO H20 CHIP PRODUCTION: INFORMATION $NVDA Literally Lutnick's fault — The_Real_Fly (@The_Real_Fly) August 22, 2025 “Nvidia instructed Arizona-based Amkor Technology to stop production …
$61.9 billion. That’s how much companies are spending on generative AI in 2025. IDC says investment jumped 94% this year. https://www.business-standard.com/technology/tech-news/genai-paradox-companies-pouring-billions-into-ai-it-has-yet-to-pay-off-125081302003_1.html The payoff? Still nowhere to be seen. McKinsey finds nearly 80% of firms use generative AI—but the same number say it hasn’t boosted the bottom line. https://www.thestar.com.my/tech/tech-news/2025/08/14/companies-are-pouring-billions-into-ai-it-has-yet-to-pay-off Pilot projects are collapsing fast. S&P Global …
Bloomberg’s chart didn’t predict a collapse. It recorded one. Bank of America flagged 26 companies at risk from AI. Most only saw nine. The rest were hidden behind paywalls and terminals. We found all 26. The pattern is clear. “Agentic AI deployments could displace workers as early as 2H25 across industries, such as contact centers, …
BNPL firms are holding back repayment data from credit bureaus. Not to protect late payers. To stop on-time customers from getting punished. “We will not share loan info with the credit bureaus until we see concrete evidence that BNPL data reflecting responsible payment behavior will help, not hurt, the credit scores of our customers.” https://www.investopedia.com/these-2-bnpl-companies-wont-share-your-info-with-the-credit-bureaus-and-that-could-be-a-good-thing-11786128 …
Morgan Stanley just slammed a price tag on AI’s future. $2.9 trillion in data center spending by 2028. Only $1.4 trillion of that comes from actual cash flow. That leaves a massive $1.5 trillion debt crater. Not a simple gap. A full-blown crisis. “By 2028, global data center construction will require approximately $2.9 trillion… relying …
EU regulators are coercing US platforms to censor American speech. The Digital Services Act (DSA) threatens fines up to 6% of global revenue unless companies rewrite moderation policies worldwide. The House Judiciary Committee’s July 2025 report confirms it. The European Union's Digital Services Act (DSA) claims to target only harmful content in Europe, but our …
Republicans just ended Federal car mileage mandates. The rules added $6,000 to the cost of a car. They siphoned billions from American car companies to foreigners. And they killed 100,000 Americans by forcing them to drive tin cans. pic.twitter.com/iaVt8bH4IM — Peter St Onge, Ph.D. (@profstonge) August 6, 2025 Republicans just ended federal car mileage rules …
Scott Bessent warned that China could face 100% tariffs if it continues buying Russian oil, citing a pending bill that allows secondary duties up to 500%. https://kyivindependent.com/china-should-expect-100-tariffs-for-buying-russian-oil/ “The Chinese take their sovereignty very seriously. We don’t want to impede on their sovereignty, so they’d like to pay a 100% tariff,” Bessent said. https://www.reuters.com/business/energy/bessent-warns-china-russian-oil-purchases-that-could-bring-100-tariffs-2025-07-29/ Trump already …
Bank of America just dropped a massive warning that U.S. growth stocks hover in a bubble bigger than the dot‑com crash. A recent note shows about 37 % of the S&P 500 is tied up in ten firms alone, near the highest level ever recorded and edging into record territory. The average P/E for those top names clocks …
It started quiet. Then it spread. A zero-day flaw buried inside Microsoft’s SharePoint server software has been exploited in a sweeping cyberattack. The breach began July 18. It’s now confirmed that federal agencies, universities, energy firms, and banks have been compromised. The flaw allows remote code execution. No login needed. No warning. No patch for …
The credit system is about to get rewired. Not with a press release. Not with a Fed rate tweak. This one’s buried in the fine print of S.1465, the Credit Access and Inclusion Act of 2025. It’s sitting in committee right now, but the effects are already bleeding into the ecosystem. FICO confirmed it. Two …
China’s industrial profits dropped 9.1% in May 2025 compared to the same month last year. That is the sharpest monthly decline since October. The fall is not isolated. It is part of a broader contraction that has now stretched across multiple sectors and quarters. Beijing’s stimulus efforts are not catching. The engine is sputtering. Cumulative …