Independent thinking for complex markets and current events
Jim Ferguson @JimFergusonUK 🚨 BREAKING: CRACKS APPEARING IN THE FINANCIAL GIANTS For the first time in its history, BlackRock’s $26 billion HPS Corporate Lending Fund is facing major withdrawal pressure. Investors requested $1.2 billion in redemptions in a single quarter — more than 9% of the fund’s total assets. That’s nearly double the 5% threshold …
The Strait of Hormuz crisis explained: What it means for global shipping The escalating war in the Middle East has ratcheted up fears of prolonged disruption to global trade via key maritime corridors like the Strait of Hormuz and the Bab el-Mandeb Strait. Container shipping giants have suspended operations through the strategically vital Strait of …
$SPX has been going nowhere for months. That's about to change. Price is tracing out a bearish B-Wave triangle. If not already complete, one more bounce into the Daily FVG at 6,883–6,915 and the triangle terminates. What follows is a sharp C-Wave decline to SPX 6,720-6500.… pic.twitter.com/4AEmMSJl7s — TRIGGER TRADES (@TriggerTrades) February 28, 2026 What …
This is the quiet part they don’t shout about. Every post, every prompt, every meme you make is now free game for them to feed into AI, forever, everywhere, without a dime to you. They can yank your account, block your content, and you can’t join forces with anyone to fight it. The small print …
Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴☠️ (@calvinfroedge) November …
23 states are now in a recession and 11 more are close to it. The last time this many states entered recession at once was 2008. Back then, unemployment hit 10% and foreclosures doubled within 18 months. byu/TonyLiberty inFluentInFinance 23 states are now in a recession and 11 more are close to it. The last …
And now they want a bailout already… pic.twitter.com/tB6DtpKj74 — Curtis Lemay (@CurtisLemay) November 5, 2025 Securing government backed bailout before they actually need them, you can't make this up. — blake (@blakestonks) November 6, 2025 A top market analyst’s warning in late October about a looming “prisoner’s dilemma” and an “AI wobble” in the stock …
The bill slipped past the headlines. Quiet. Hidden in committee rooms, procedural votes, while the world chased louder stories. But now California’s SB 771 sits on Governor Gavin Newsom’s desk, and the silence breaks. This law does not speak to what users say. It speaks to what machines show. It targets algorithms, punishes platforms, redefines …
Cold beer on a Friday night? Maybe non-alcoholic. Only 54% of drinking-age Americans consume alcohol today, according to a recent poll from Gallup, the lowest proportion since the survey began in 1939. Even those who do drink are partaking less, by a factor of nearly half. The US is drinking less, and cultural connotations around alcohol …
95% of organizations that are pouring money into generative AI have little or nothing to show for it. That isn’t rumor. That’s MIT’s own conclusion. They say the machines can’t retain data. They can’t adapt. They can’t learn over time. So let’s stop pretending. They are not intelligent. Not artificial. Not anything. But Wall Street …
The UK’s Online Safety Act isn’t about safety. It’s a censorship license. And the rest of the world is watching, copying, and scaling it. “The UK’s Online Safety Act took effect Friday to shield minors from ‘harmful’ content — not just pornography, but also material that is hateful, promotes substance abuse or depicts ‘serious violence.’” …
The EU has completely f*cked Europe. Only one European car makes it into the top 10 best-selling vehicles worldwide. No European company in the global top 10 of tech. No European search engine. No smartphone. No operating system. No streaming platform. No social media giant. No cloud infrastructure. No semiconductor leader. What Europe produces at …
Canada just sent a $2 billion invoice to American tech firms. No warning. No negotiation. Just a retroactive tax bill going back to January 2022. The 3% Digital Services Tax is now live. Google, Meta, Amazon, Uber, and others are on the hook. The first payment is due June 30, 2025. The tax applies to …
⚠️US stock market concentration Bubble is huge: The top 10 largest S&P 500 stocks reflect ~38% of the index market capitalization, just shy of a RECORD high. This is over 10 percentage points higher than at the 2000 Dot-Com Bubble peak. The market is dependent on few stocks. pic.twitter.com/7jfzEfhx6L — Global Markets Investor (@GlobalMktObserv) June …
This isn’t some random financial blip. These unrealized losses are on DOMESTIC GOVERNMENT BONDS, long considered ultra-safe. Now Japan's largest insurers including Nippon Life, Dai-ichi, Sumitomo, and Meiji Yasuda — are sitting on record-breaking paper losses. But WHY? — StockMarket.News (@_Investinq) May 27, 2025 So what caused the bond prices to crash? One word: Interest …
$PDD has turned off $GOOG ads. These companies spent billions in advertising on $META $SNAP etchttps://t.co/xpqdAcBeUI — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) April 16, 2025 When does China ban all aapl and Tsla products. It’s coming. — Sam Parikh (@smartertrader) April 15, 2025
European Central Bank President Christine Lagarde has called for the European Union to break away from dependence on American financial platforms such as Visa, Mastercard, PayPal, and even China’s Alipay. She emphasized the need for Europe to establish its own financial infrastructure under full European control. 🇪🇺 EU Seeks to Ditch U.S. Payment Giants like …
Meta is on fire. Up 25% since the start of the year, the stock is riding an unprecedented 20-day winning streak, leaving the rest of Big Tech in the dust. The secret? AI dominance, metaverse expansion, and a major hardware breakthrough. At $736.67 per share, Meta is now worth a staggering $1.87 trillion. The company’s …
These tech behemoths are turning to nuclear fuel as the solution to power their data centers, a move that signals a major shift towards nuclear energy. With AI driving an exponential increase in electricity demand, nuclear power emerges as a stable, scalable source of energy, fueling a future where AI innovation and energy production are …
https://www.investors.com/news/technology/palantir-anduril-talks-openai-elon-musk-spacex-defense-giants/ Palantir Technologies (PLTR) and startup Anduril are talking with many other tech companies, including OpenAI and Elon Musk’s SpaceX, to form a consortium to jointly bid on U.S. government contracts, The Financial Times reported Sunday. The aim is to take on traditional defense giants such as Lockheed Martin (LMT), Northrop Grumman (NOC), Boeing (BA) …
It’s outrageous to learn that a Bureau of Labor Statistics economist has been allegedly leaking crucial inflation data to select financial giants like $JPM and $BLK. Despite the BLS denying the existence of these so-called “super users,” evidence suggests otherwise, prompting justified shock from economists like Ian Shepherdson. The gravity of this situation cannot be …
The House Judiciary Committee is investigating whether major advertisers ran afoul of antitrust laws by coordinating about which news outlets to blackball. The committee, chaired by Rep. Jim Jordan (R-OH), obtained documents from the World Federation of Advertisers that show how it implemented a strategy to prevent major advertisers from doing business with disfavored news …
In the wake of the deadly Francis Scott Key bridge collapse in Baltimore, container shipping giants are wasting no time in forcing shippers to foot the bill for products that will no longer be dropped off at the Maryland city’s port. Mediterranean Shipping Company (MSC), Maersk, CMA CGM, Hapag-Lloyd and Cosco Shipping are among the …
It‘s official now, Magnificent 7 is history, $TSLA didn’t make it. Who is next to drop out and Mag 6 becomes Mag 5? pic.twitter.com/1SZUDfXqRb — Michael A. Arouet (@MichaelAArouet) March 15, 2024 The once-revered Magnificent 7 is unraveling, with Tesla ($TSLA) becoming the latest casualty. As the tech landscape shifts, speculation mounts on who will …
In a surprising turn of events, seven corporate executives are offloading their shares at an unprecedented pace, reminiscent of the sell-off trend witnessed in 2021. Jamie Dimon, the head of JPMorgan, parted with $150 million worth of $JPM shares on February 22, marking a notable move in the financial sector. Meanwhile, Mark Zuckerberg shed $661 …
BREAKING: ⚡ 🇮🇱 Another major economic blow to Israel Cosco suspends Israel shipments amid Red Sea tensions. Cosco, is controlling 5.2% of global shipping capacity. This comes after other companies such as MSC, CMA CGM, Maersk, and Hapag-Lloyd have done the same. This… pic.twitter.com/FYjIWSUjDL — Megatron (@Megatron_ron) January 7, 2024 ALBAWABA – In a noteworthy …
by OtaraMilclub If banks were required to mark their assets to market, as they did prior to 2009, the entire banking industry, including the too big to fail wall street banks would be insolvent, along with the Federal Reserve. Does this seem sustainable to you? $500 billion wiped out in a matter of days and …
https://twitter.com/LavrionMining/status/1741466138981064854 Maersk Halts Red Sea Transit After Container Ship Hit By Missile Maersk, one of the largest shipping companies in the world, suspended all container ship sailings in the Southern Red Sea after Iranian-backed Houthi militants attacked one of its vessels. This comes a day after the shipper reportedly attempted to restart sails in the …
This injustice underscores a deeply troubling reality where families bear the burden of skyrocketing health insurance costs, while the industry giants reap unparalleled profits. It’s a situation that demands urgent attention and reform, as the very essence of affordable and accessible healthcare is under siege, and the anger among those affected continues to mount. The …
https://archive.ph/BIDql#selection-5157.0-5165.245 Article: The biggest US lenders expect to pay almost $8.9 billion to help replenish the US government’s bedrock Deposit Insurance Fund after it was tapped to backstop uninsured depositors at Silicon Valley Bank and Signature Bank. Citigroup Inc. expects to contribute as much as $1.5 billion to the Federal Deposit Insurance Corp.’s pot that was depleted to …