Independent thinking for complex markets and current events
🚨 China's Real Estate Market has erased all gains from the last 20 years pic.twitter.com/ZIGemn0dPs — Hedgeye (@Hedgeye) April 28, 2026 🇨🇳 Housing prices in China are FALLING! “Houses are for living in, not for speculation.” – Xi Jinping pic.twitter.com/U176Wi1pFt — Jackson Hinkle 🇺🇸 (@jacksonhinklle) April 28, 2026
This billionaire just warned the debt is unsustainable and he expects forced sell-offs and a wave of deals that leaves only the strong standing. “…There’s billions and billions of refinancing required just to keep these things sustainable. When does enough become enough for some of the big banks?”….” https://t.co/gcMSQZcEki — kristen shaughnessy (@kshaughnessy2) April 22, …
Iran, US still in touch after failed talks in Islamabad – CBS Engagement between Tehran and Washington has continued since the failure of the first round of Islamabad talks over the weekend, CBS News reported on Monday citing officials. There is “forward motion on trying to get to an agreement,” the report added citing one …
Let me tell you why this Goldman Sachs headline is the most dangerous one you’ll read today.. Companies spent $450 billion on AI last year.. fired tens of thousands of people to “restructure around AI”.. replaced entire departments with chatbots.. And Goldman Sachs just said it contributed basically zero to economic growth.. so where did …
More than half of teenagers in the United States use artificial intelligence tools for help with their schoolwork, according to a new study from the Pew Research Center. Fifty-four percent of students ages 13 to 17 said they had used a chatbot like OpenAI’s ChatGPT or Microsoft’s Copilot for tasks like researching school assignments or …
The Dutch House of Representatives on Thursday voted to pass the Actual Return in Box 3 Act (Wet werkelijk rendement box 3), a reform that will tax residents at a flat rate of 36% on the actual returns they earn from savings and investments, effective January 1, 2028. The bill replaces a system that taxed …
Don’t celebrate yet, this boom is built on volatile imports and exports, not sustainable growth. Is the US economy booming? The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 2025 is now +5.1%. This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus …
I tried to warn you all! Remember when I said the weekly RSI pattern looked like the 2020 black swan and NOT like the other bear market bottoms? The weekly RSI is now at 43, and the pattern is confirming exactly that. During all four drawn-out bear market bottoms, we never briefly dipped below 40 …
So while most people are juggling bills, rent, and rising prices, the richest 500 just stacked another $2.2 trillion like it was Monopoly money. Big Tech is printing fortunes off AI hype, markets bouncing, and a Trump win just supercharged the ride. Tariffs are creating GREAT WEALTH, and unprecedented National Security for the USA! 🇺🇸🇺🇸 …
Silver going vertical like this is not some quiet blip. Eight months straight green. Absolutely incredible: Silver is now hitting daily record highs, up +140% in 2025 alone. Technicals don't matter anymore and we've seen 8-straight green months. When do people finally start paying attention? pic.twitter.com/NCuHRY7VfZ — The Kobeissi Letter (@KobeissiLetter) December 22, 2025 Silver …
I just read the 13F and Burry isn’t actually 66% short $PLTR since it’s notional value and not real capital so he’s paying a small premium to control big exposure. But symbolically it still matters since he’s betting against the two names that define the AI era. pic.twitter.com/cUeTTJjGWk — Shay Boloor (@StockSavvyShay) November 4, 2025 …
HYG and JNK have been weak for the last 2 weeks. There is stress in credit and financials have been weak. — Will O'Hara, CMT (@WillOHara131) October 11, 2025 Foreigners have not even started dumping UST. Japan has not even started raising rate to lower 12% inflation. You have seen nothing yet folks. This is …
🚨HOLY COW: Karoline Leavitt has EXPOSED Nancy Pelosi for having a $413 MILLION DOLLAR net worth on a $174K salary in Congress. Last year, her portfolio grew 70 PERCENT! It sure would be a shame if this went viral. pic.twitter.com/x1BMSyCqs6 — Carter Hughes (@itscarterhughes) September 30, 2025 White House Press Secretary Karoline Leavitt has weighed …
Keto, Ivermectin, & Fenbendazole: New Cancer Treatment Protocol Gains Momentum https://t.co/htyVJfy4qd — zerohedge (@zerohedge) September 16, 2025 https://amgreatness.com/2025/09/05/new-cancer-treatment-protocol-a-success/ In 2023, according to the US Centers for Disease Control, 613,349 Americans died of cancer. That number is projected to increase to over 618,000 this year. As a result, medical research has been focused on the development …
Gold needed a timeout and it’s still sulking. With gold at $3500, we warned that gold was stretched from its moving averages and needed to fall and correct. So far it fell $380 and 4 months have passed with no new highs for spot gold. Todays chart still shows weakness and potential to fall further, …
US deficit hit $291B in July. That’s a $3.5 trillion yearly pace without a war or a recession. Just “normal” Washington spending. https://www.cbo.gov/system/files/2025-08/61304-MBR.pdf Tariffs brought in $25B. Trump called it “incredible revenue.” The same month, the government spent $630B. That’s pocket change against a tidal wave. https://www.crfb.org/blogs/tariffs-are-generating-meaningful-new-revenue Social Security payouts jumped $108B. Medicare and Medicaid …
I’ve got bad news. The AI cycle is over—for now. I’ve been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early 2023. I’m still convinced it will take the wider economy years—maybe decades—to fully digest the productivity shock we’ve already …
Trump’s tariff memo didn’t mention gold. So how did Customs decide to hit the precious metal? The reclassification came through on July 31. No press release, no Treasury announcement. Just a quiet move that sent prices soaring worldwide. Gold shot up to $3,440 an ounce on COMEX. Retail prices in Delhi topped ₹1,02,700 per 10 …
Snowflake debuted at roughly 100× revenue valuation at its IPO, even though it was doubling revenue annually. Palantir meanwhile is clocking in at around 30% annual growth—a sharp disparity. Investors are now questioning how PLTR earned wildly higher multiples given slower expansion. https://www.businessinsider.com/palantir-q2-earnings-preview-pltr-stock-price-outlook-ai-forecast-2025-8 Palantir’s Q2 revenue surged 48% to $1 billion, boosted by U.S. government contracts …
Trump’s latest tax pitch isn’t new. It’s redundant. On July 22, he floated the idea of eliminating capital gains taxes on home sales. The problem? That tax already doesn’t apply to most sellers. Since 1997, federal law has allowed homeowners to exclude up to $250,000 in gains if single, or $500,000 if married filing jointly. …
Trump made a bold tax pitch during a meeting with the Philippine president. He proposed no federal tax on profits from selling a primary residence. The idea mirrors a bill introduced by Rep. Marjorie Taylor Greene called the No Tax on Home Sales Act. Details are scarce but the effects are clear. Currently, single filers …
The Treasury just lit a fuse under the Fed. On July 21, Treasury Secretary Scott Bessent went on CNBC and did not hold back. He called for a sweeping review of the entire Federal Reserve system. Not just interest rates. Not just monetary policy. The entire institution. His words were blunt. “All these PhDs over …
TRUMP WANTS 10 REACTORS, WESTINGHOUSE JUST SAID LET’S DO IT Trump wants a nuclear comeback. Westinghouse just promised 10 new reactors. The first shovels hit dirt before 2030. Each reactor powers three-quarters of a million homes. That’s a lot of juice. They pitched it straight to Trump in Pittsburgh. The plan comes with $75 billion …
Gold is rallying again. Spot gold has climbed back above 3,336 USD per ounce, recovering about 1.9 % this week, still down from its 3,500 USD peak in April. That rally sent GDX, the gold miners ETF, surging roughly 25 % year to date, outperforming bullion by about 2x. Volume has picked up, and institutions …
6.5M sidelined want work participation rate keeps falling… 1. Sector BreakdownJune job gains were led by gov’t, healthcare, and hospitality—low-wage, service-heavy sectors. Meanwhile, business services, manufacturing, and tech were flat or shrinking. This isn’t strength—it’s a shift toward unproductive labor. pic.twitter.com/STzuNl5NM8 — The Coastal Journal (@1CoastalJournal) July 3, 2025 3. People Not in Labor Force …
Labor market stays warm signs of slowdown below the surface… BLS HOT HOT HOT!: Total nonfarm payroll employment increased by 147,000 in June, and the unemployment rate changed little at 4.1 percent, the U.S. Bureau of Labor Statistics reported today. Job gains occurred in state government and health care. Federal government continued to… — Sold …
European stocks beat US when forex counted. We are bombarded by "S&P at new highs". But it's MONEY ILLUSION. By staying in US stocks, you are getting relatively poorer. Yes, in $ terms, the S&P is up 5% YTD, but flat in foreign currencies. As a US investor, you'd be up 20% in European stocks. …
This setup screams complacency. When everyone loads up on calls and forgets risk even exists, that’s when the rug gets pulled. S&P 500 $SPY Put/Call Ratio is at one of its lowest levels in the last 3 years 🚨Is it time to hedge? pic.twitter.com/aL0tqo3KTC — Barchart (@Barchart) June 12, 2025 BREAKING 🚨: U.S. Dollar$DXY could …
Trump vs. Elon Elon is visibly frustrated—used publicly as a symbol to promote DOGE, while behind the scenes, Trump pushes a $4 trillion deficit through a so-called tax bill that completely undermines DOGE’s mission. Trump’s inner circle has never been particularly fond of Elon. But Elon is one of the few people who can’t resist …
19 states have signed onto the @COSProject which calls for a Convention of States. pic.twitter.com/naZreX58Xf — DataRepublican (small r) (@DataRepublican) June 6, 2025 The movement for a Convention of States is gaining momentum. Nineteen states have officially signed onto the COS Project, calling for an Article V convention to rein in federal overreach and impose …