Independent thinking for complex markets and current events
The London mayor is getting dragged for attacking Trump on Jerusalem while people accuse him of hypocrisy on borders, Israel, and his own policies. Video shows him looking arrogant in the moment. Never forget the sheer arrogance and hypocrisy of London’s Muslim mayor. In 2018, while visiting Pakistan, Sadiq Khan openly attacked Donald Trump for …
Interview was on July 15, 2025. 🚨 BREAKING: In a stunning turnaround, the founder of HOME DEPOT, who did not want to vote for President Trump, is shocking the business world. He also opposed tariffs. Now? "I am SOLD on Trump." "I think he's got a good shot at going down in history as one …
The weekend’s surprise snow storm dumped up to 7 feet of fresh snow on the mountain passes Monster blizzard and 70 mph winds hit Michigan, snow may reach 36 inches. Life-threatening blizzard slams millions across Upper Midwest, as potentially historic snow freezes travel Several states are already seeing major travel impacts from the destructive storm, …
Pete Hegseth: “Working with Israel is a breath of fresh air.” [queue woke right meltdown] pic.twitter.com/jhaj3S8OSn — Mikale Olson (@realmikolson) March 4, 2026
As Bitcoin struggles to climb out of its current funk, several indicators suggest any breach of the $60,000 level would unleash a fresh bout of extreme turbulence. The biggest cluster of bets in Bitcoin’s options market are contracts that pay off if the price falls below $60,000, according to data from Deribit. Just below that …
LONDON (AP) — Keir Starmer never met Jeffrey Epstein. But the British prime minister’s job is under threat because of the fallout from the late sex offender’s global web of relationships. Friendship with Epstein has already brought down a British royal – Andrew Mountbatten-Windsor, formerly known as Prince Andrew – and U.K ambassador to Washington …
BREAKING: The US Dollar tumbles to a fresh 4-year low after President Trump says the US Dollar is "doing great" and he is not concerned about its decline byu/RobertBartus inEconomyCharts We have approached "End of Empire" levels of gaslighting. https://t.co/7uHQOGhze2 — HealthRanger (@HealthRanger) January 28, 2026 Most people don't realize what Trump just said: For …
Google Searches for Dollar "Debasement" soared this quarter to the highest level in history 🚨🚨🚨 pic.twitter.com/qJJFqd5b5h — Barchart (@Barchart) December 6, 2025 Gold has replaced bonds as a hedge against equities. The negative correlation between bonds and equities has broken, they now move together. If you're looking to hedge both equity and geopolitical risk, gold …
Moscow Just Gave Venezuela Air Defenses, Not Ruling Out Strike Missiles. A high-ranking Russian lawmaker claims his government recently sent Venezuela air defense systems and could provide ballistic and cruise missiles in the future. The comments, to an official Russian media outlet, are a response to the ongoing buildup of U.S. forces in the region …
Dose of reality: Congress is spending, printing, and borrowing so much that the Fed has lost its ability to “set rates.” Banks and foreign governments who buy our 10 year U.S. treasuries are demanding more than 4.5% return. BBB makes it worse. Would be a great time to #EndTheFed pic.twitter.com/5G8ZUIsn6d — Thomas Massie (@RepThomasMassie) June …
New home prices are fairing much worse when measured by Fed rate cycles than they were during the 2004-2009 Fed rate timeline. New Memo in comments. pic.twitter.com/Za3K6Q7dys — Mr.Awsumb (@MrAwsumb) June 7, 2025 “Housing IS the business cycle” – Edward E. Leamer pic.twitter.com/ADAw5zYC5S — Kalani o Māui (@MauiBoyMacro) June 7, 2025
Keep an eye on this. SLR is the next stealth QE and Bessent is pushing hard for it. Be careful if you’re short bonds. This will be a fresh source of liquidity for treasuries. Great read: pic.twitter.com/wzwuLzOO11 — QE Infinity (@StealthQE4) May 24, 2025 Today, once again: USD is lower.Financial assets are lowerHard assets are …
🚨 SCOTT BESSENT: The tax bill is moving forward. It will give permanence to the 2017 tax cuts. President Trump is adding things for working Americans – no tax on tips, no tax on overtime, no tax on Social Security, making autopayments deductible. pic.twitter.com/vWhrE7r0Ws — Eric Daugherty (@EricLDaugh) April 29, 2025 Bessent just now: We …
The Silent Banking Crisis: Understanding the $482 Billion Time Bomb U.S. banks are currently sitting on $482 billion in unrealized losses on their investment securities primarily long-dated Treasuries and mortgage-backed securities bought during the 0% interest rate era. This figure has jumped 33% in just the last quarter, making it the worst paper loss environment …
https://twitter.com/Alphafox78/status/1874617089866305957 h/t MT Ballsack
https://twitter.com/WaltSanDiego/status/1863731174415171881 $MSTR was down over 75% from its peak in August 2021 to its low in Summer 2022. You’ll see the same price action in the next downturn which means there are a lot of newer investors that are going to take huge loses. Buckle up baby! — Ray Zalinsky (@RayZalinskyCAP) December 2, 2024 They …
"These numbers look terrible. It's like the Eurozone’s manufacturing recession is never going to end. As new orders fell fast and at an accelerated pace, there’s no sign of a recovery anytime soon," HCOB Chief Economist Cyrus de la Rubia said. — The Coastal Journal (@1CoastalJournal) December 2, 2024 Good Morning from Germany where another …
Attitudes about the labor market are deteriorating. Fresh low in the Labor Differential. Not a welcome sign for unemployment pic.twitter.com/kw8mIH0VYy — Win Smart, CFA (@WinfieldSmart) September 25, 2024 Some layoffs announced in August/September :Intel : 15,000 employeesDell : 12,500 employeesSAP : 10,000 employeesCisco : 5,600 employeesStellantis : 2,450 employees GM : 1,695 employeesAmazon : 15% …
The SEC accidentally published internal commentary along with a speech by Chair Gary Gensler, which included a recommendation to reassure markets that there was no “imminent crisis”. This internal comment was quickly deleted from the SEC’s website, but not before it was archived. The speech by Mr. Gensler addressed financial crises, bank restructurings, and the …
(Bloomberg) — President Joe Biden’s news conference at the NATO summit amounts to a make-or-break moment in his quest to quiet a drumbeat of concerns at home and abroad about his 2024 presidential campaign. Biden was dealt fresh blows Thursday, as the New York Times reported that some of the president’s advisers have discussed ways …
Russia is locking horns with Italy and Germany as Vladimir Putin eyes more EU company takeovers. The Kremlin has declared the “temporary external management” of Russian branches of Italian firm Ariston and German giant BSH Hausgeraete. President Putin has put his signature to the decree, framing it as a necessary countermeasure to what he views …
Amazon is removing its cashierless checkout systems at Fresh supermarkets in the U.S., the company confirmed, marking the latest recalibration of its grocery strategy. The company won’t include the system, called Just Walk Out, in existing Fresh stores or in new locations slated to open later this year. It will instead rely more heavily on …
NEW – Largest US fresh egg producer halts production at Texas plant after bird flu found in chickens; about 1.6 million laying hens and 337,000 pullets were culled — NBCDFW — Disclose.tv (@disclosetv) April 2, 2024 The largest producer of fresh eggs in the U.S. said Tuesday it had temporarily halted production at a Texas …
SOURCE: https://www.youtube.com/watch?v=qLCyCdpz6d4
https://archive.is/0p7wA#selection-2393.4-2393.73 by Ambrose Evans-Pritchard “Temporary measures have calmed the market but half of all US banks are running short of deposits with assets worth less than their liabilities, and we are talking about $9 trillion,” he said. “They are bleeding capital and could not survive if something triggers a sudden loss of confidence. It is …
by waitingonawait Friend thinks this will be a nuke to the economy. https://www.reuters.com/world/china/chinese-developer-country-garden-faces-fresh-offshore-payments-deadline-2023-10-09/ HONG KONG, Oct 9 (Reuters) – China’s Country Garden (2007.HK) may announce a restructuring plan for its offshore debt soon, local media reported on Monday, as the country’s largest private property developer faced another looming debt deadline. The developer, which missed two dollar interest …
President Biden showed his age at a campaign reception in Manhattan Wednesday — repeating statements about the 2017 Charlottesville riot and his decision to run for president in 2020 minutes apart and nearly word-for-word. During remarks at the gathering hosted by billionaire real estate heiress Amy Goldman Fowler, the 80-year-old president recounted how he was …
The Biden administration announced Tuesday it is sending up to $400 million in additional military aid to Ukraine, taking the total U.S. contribution since the conflict began last year past $43 billion. AP reports a variety of munitions for advanced air defense systems and a number of small, surveillance Hornet drones, were included in the …
