Independent thinking for complex markets and current events
Maybe it is a coincidence. But it is a pretty interesting coincidence. The Trump administration began dismantling USAID in early 2025. By March, roughly 83% of its programs had been cancelled. By mid-2025, the agency was effectively shut down. Then something happened across Latin America. Country after country started electing conservative candidates. Ecuador. Bolivia. Honduras. …
Micron (MU) stock exploded higher after UBS dramatically raised its price target from $535 to $1,625 — the highest on Wall Street. The stock surged as much as 14-19% during the day, briefly pushing Micron’s market cap above $1 trillion for the first time ever. Micron Technology (MU) stock is surging by as much as …
⚡🇺🇸 US Air Force just kept the skies busy again today with a massive airlift surge into the Middle East… and it is not slowing down. Aircraft moving nonstop. Heavy loads. Strategic movement. This is not routine. Something big is building… and it is happening right now.… pic.twitter.com/LATrLp0vAg — Defense Intelligence (@DI313_) April 14, 2026 …
JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game to see who blinks first. JP Morgan analysts mapped out how the Hormuz closure may …
Reporter’s summation of today’s episode from Frontline Africa news podcast: Five things you should take away from this episode. The number one thing is that this is now a four-front war. Iran from the east, Hezbollah from the north, the Houthis from Yemen in the south, the Iraqi militias hitting American targets across the Middle …
Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas market but very tight in supply and much more challenging to… pic.twitter.com/vCf5mQJAA0 — Daniel Lacalle …
• U.S. stock markets will close at 1:00 p.m on Wednesday. The bond markets will close at 2:00 p.m. • The U.S. markets and most global markets will be closed Thursday for observance of the Christmas holiday. • Some global markets will be closed Friday as the Boxing Day… pic.twitter.com/GeGHwBCyER — Jesse Cohen (@JesseCohenInv) December …
Here comes Santa. pic.twitter.com/EDchiOt10Y — Mac10 (@SuburbanDrone) December 20, 2025 What do I think of today's rally? I will wait until the close to decide. I don't know why I think this, but it could be a trap. pic.twitter.com/6hqIcv8R52 — Mac10 (@SuburbanDrone) December 22, 2025 MIRAN: IF WE DON'T ADJUST POLICY, WE RUN RISING RECESSION …
They’re LYING to you, rate cuts are actually BAD… Well, in the short term they are. The biggest crashes in history didn’t happen before the Fed pivot. They happened after it. 1970s? Fed cuts → stocks nuked. 2000 dot-com? Fed cuts → -51%. 2008? Fed cuts → -58%. Even the early 2020s saw the same …
Earlier this year Sen. Cassidy said if a mother’s Hepatitis B status is definitively known then the vaccine “can be safely delayed”, which is exactly what ACIP voted for. Now he is outraged? https://t.co/WO9bvDN7kg pic.twitter.com/MVlIHfU4Fg — Chief Nerd (@TheChiefNerd) December 6, 2025 U.S. News (Sept 19, 2025): Reported that “Senator Cassidy said the CDC panel …
by confoundedinterest17 There was a rush from the northeast US to Florida, now we are seeing a reversal in home prices. Punta Gorda FL, a suburb of Ft Myers, leads the nation with a -20.4% decline from its peak. Austin TX is second at -17.3% from peak. And Fort Myers FL is third at -15.0% …
by confoundedinterest17 US home prices are downshifting to a lower gear. Home prices across the top 20 cities in the US fell by 0.07% MoM (less than the 0.2% decline expected) – the fifth straight monthly drop in prices. This pulled the YoY price appreciation down to 1.82%, the lowest since July 2023. The U.S. housing market …
by Michael We have seen this happen way too many times before. Over and over again, mass shootings are being committed by deranged individuals that hate conservatives and hate Christians. More often than not, the shooters are deeply involved in an alternative sexual lifestyle, and so they view conservatives and Christians as their “oppressors”. Frequently, …
Since when have Democrats followed the rules???? Look at the census. Look at the tens of millions of illegals they imported. I cannot think of a group of people less concerned about the rules than Democrat politicians. — Matt Van Swol (@mattvanswol) August 10, 2025 BOB O’ROUKE who is 100% Irish, decided to add “Beto” …
Something just happened over the suth pole then again it is known for weird things… Big dip and spike afterwards of cosmic rays at south pole station Btw the anomaly in comsic rays is ongoing: The anomaly in cosmic ray angle is still ongoing. h/t Kenshiro
Dan Bongino, once a staunch Trump ally, reportedly told insiders that keeping the Epstein files under wraps has seriously hurt Trump’s credibility with his base and damaged Bongino’s own standing as a media figure (WSJ). The Department of Justice apparently informed Trump about the decision to halt further Epstein investigations, but the full truth never …
by Michael 2025 has certainly turned out to be a year that has been filled with chaotic natural disasters. In particular, we have been hammered by one major flooding event after another in recent weeks. A couple of days ago, I wrote about the “1,000 year storms” that hit Texas and North Carolina. As you will see …
Last year proved challenging for homebuyers, with only 28% of those planning to purchase a home successfully doing so, according to a new survey by NerdWallet. Rising home prices, selected by 18% of respondents, was the most-cited challenge. That’s perhaps not surprising considering prices have surged 33% since 2020, further squeezing buyers already contending with …
This scenario isn’t just about market dynamics; it’s a warning sign. With the Fed seemingly powerless over the bond market, and with investments in everything from digital art to unprofitable tech ventures defying gravity, we might be in for a rude awakening, much like the one that followed the 1920s. Im just going to call …
In 2021 there were three spikes in Nasdaq Hindenburg Omens. The first two were followed by corrections -10%. The third one in November 2021 was followed by bear market. We see the same pattern in 2024. Two corrections (April, July) and a third spike in November: A Hindenburg… pic.twitter.com/VSngerA3Hl — Mac10 (@SuburbanDrone) December 13, 2024 …
Texas Woman Defends Herself, Shoots Armed Intruder Who Followed Her Home Ammoland Inc. Posted on November 16, 2024 by Ammoland Editors & Staff The truck followed her into her driveway, and a man armed with a pistol exited the vehicle. She immediately called 911, ran inside, and grabbed her handgun. https://www.ammoland.com/2024/11/texas-woman-defends-herself-shoots-armed-intruder-who-followed-her-home/
It’s so bad. New hoax every day pic.twitter.com/mO1TsCmzRP — ALX 🇺🇸 (@alx) November 3, 2024 I made a list. pic.twitter.com/UnMgePvnNb — Morbidly Obtuse (@MorbidlyObtuser) November 2, 2024
You literally can't make this shit up pic.twitter.com/VEPeDG6gIT — Darth Powell (@VladTheInflator) October 17, 2024 We're literally living in a simulation pic.twitter.com/fybzGGKdMt — Darth Powell (@VladTheInflator) October 17, 2024 Nowadays, if you get laid off, you can kiss that job goodbye forever. Corporate bankruptcies are everywhere. Walgreens is closing over 1,000 stores. 7-11 is closing …
In this video, I am waking in downtown San Jose, California a large city in Silicon Valley, a major technology hub in California’s Bay Area. But after the major layoffs in the tech industry, street conditions and changes in consumer habits downtown is desolated hardly anybody on the streets and most of the stores, restaurants, …
Brad Sumrok, aka the ‘Apartment King’, is all tan, smiles, and white teeth as he launches into a typical sales pitch. At one of his glitzy networking events in Dallas, he claims to have ‘created over 600 millionaires’ by coaching everyone from doctors to warehouse workers in how to invest in commercial real estate. Never, …
https://twitter.com/RedWave_Press/status/1824072101021483242
It was a weekend to celebrate a beloved family matriarch, surrounded by generations of her loved ones at her disco-themed 80th birthday party. But it ended in tragedy, after an SUV carrying 10 family members through South Florida careened off a two-lane country road and into a canal in a remote stretch of western Palm …
Taiwan is the next country to implode followed by India and South Korea. This is the worst decline for Taiwan stocks since 1967. pic.twitter.com/vQdIZimeaR — Mac10 (@SuburbanDrone) August 6, 2024 I said it over the weekend and I will say it again, this level has to hold or this could get very ugly. System meltdown …
Alphabet’s earnings call revealed a possible delay in Gen AI adoption, and a possible Gen AI capex overinvestment. Thus, the Alphabet earnings report potentially triggered the Gen AI bubble burst. The S&P 500 could drop by over 50% if the Gen AI bubble burst is followed by a recession, which is what happened during the 2000 …
The S&P 500's price to peak earnings ratio has moved up to 25.9, its highest level since 2000 and 50% above the historical median. $SPXhttps://t.co/l5IYmkf6Ih pic.twitter.com/DFI74St163 — Charlie Bilello (@charliebilello) July 17, 2024 Nasdaq Large Engulfing candle, followed by a falling window 2 major warnings🚨 Engulfing is a bearish trend reversal candle. Falling window is …