Independent thinking for complex markets and current events
This article was written by Brandon Smith and originally published at Birch Gold Group Maybe the most prominent economic discussion circulating today is the fear that the vast majority of people have been priced out of housing markets for the rest of their lives, regardless of the country they live. Gen Z and even Gen Alpha …
Another court just slapped down Trump’s tariff playbook. U.S. President Donald Trump’s 10 per cent global tariffs were declared unlawful by a federal trade court in a fresh blow to the administration’s economic agenda, just months after the U.S. Supreme Court vacated earlier levies he’d imposed. Article content A divided three-judge panel at the U.S. …
COMEX gold futures explode to an intraday high of $4,770 as the “Safe Haven” trade hits a fever pitch… The yellow metal build on a massive 2.75% jump, marking the most violent upward move since the March crash… Silver follows the rocket, reclaiming the $82 level after a staggering 7.8% gain so far this week… …
The IMF is openly warning that frontier AI models like Claude Mythos may have shattered the traditional cybersecurity timeline entirely. In a new blog post published today, IMF researchers warned that AI is driving the cost and time needed to discover zero day vulnerabilities toward “near zero,” creating what they describe as a growing threat …
Europe already canceling flights and gutting schedules as jet fuel turns very very tight. US next in line because record American exports leave domestic refiners fighting the same barrels. The CEO of Chevron just said it out loud. "We're starting to see risks of supply outages in some of these economies." Europe is already there. …
The greenback is gaining ground this afternoon, the USD/EUR exchange rate hit its highest level of the month as risk sentiment sours… Japan’s currency intervention last week is already fading, the yen is sliding again as the interest rate gap with the U.S. remains a canyon… Safe-haven demand for the dollar is being fueled by …
via Exact-Paramedic-3357 Someone asked me this in another post and honestly it’s the kind of question that if you haven’t asked yourself yet you probably haven’t thought about this deeply enough. Everyone’s too busy debating which coin is going to moon or whether crypto is a scam. Meanwhile the actual architecture of what comes next …
To every problem there is a solution….😄 pic.twitter.com/JEHpEDb2hF — The Dystopian Dad (@HolyRage2030) May 3, 2026
Falling birth rates aren’t a disaster, they’re the best bit of global news in a long timehttps://t.co/mEBocMP0hi — Boris Johnson (@BorisJohnson) May 1, 2026 In a new Daily Mail op-ed published today, he argues that falling global birth rates are “the best bit of global news in a long time” — not a disaster. He …
by Michael Every single day that the Strait of Hormuz is closed, the damage that is being done to the global economy is getting even worse. But the full consequences of the global oil crisis that we are facing will not be felt for a while because nations all over the globe are still running …
It is also creating a huge spilled oil mess in the Black Sea. Russia’s Tuapse oil refinery is now burning out of control this morning after an overnight Ukrainian drone raid. Locals report that additional oil storage tanks exploded. pic.twitter.com/PN6YwLkQ3j — OSINTtechnical (@Osinttechnical) April 28, 2026 Water supply has been suspended in Tuapse after a …
Treasury Secretary warns Hormuz blockade threatens global food security… US Presidency of G20 pivots to “well-functioning” fertilizer supply chains… Move aims to isolate Iran as “enemy of the global south” over trade disruptions… Diplomatic cables: US seeks to prevent a “starvation winter” in emerging markets… https://home.treasury.gov/news/press-releases/sb0464 Chair’s Statement of the United States G20 Presidency April …
Live recession oddshttps://t.co/yvED3yZNF6 — NewsWire (@NewsWire_US) April 26, 2026 Grok: Accurate per the American Farm Bureau Federation’s survey (April 3-11, 2026; 5,700+ farmers). 70% say they can’t afford all the fertilizer needed this season due to price spikes. Many plan to cut rates or acres, risking lower 2026 yields. South hit hardest (78%). Full report: …
#URGENT THIS IS A FULL-BLOWN OIL SHOCK 14.5 MILLION BARRELS PER DAY — WIPED OUT. GONE. The Gulf isn’t just disrupted… it’s crippled. Crude production has COLLAPSED by a staggering 57% in April, and even if the Strait of Hormuz reopens, recovery won’t be quick. 💣 Goldman Sachs warns: “FULL RESTORATION COULD TAKE MONTHS.” Here’s …
Most of you probably knew this already, but the way he explains it in the simplest terms really drives the point home. If you’re searching for the end times false prophet, just look to the false profits and their profiteers; the profiteers are the false prophets of our day and time. h/t Sir P. …
Well I didn’t see this coming.. For those who are blind to these ongoing global affairs.. it’s all about the US Dollar vs Chinese Yuan. Who controls the money, controls the world. But USA could have just pulled out a card I did not see coming. A deal with Indonesia. Block the straight of Malacca …
Irishman David Roche see’s what’s coming: “We are going to run out of fuel in the global economy” “The markets are in cloud cuckoo land” “We are moving beyond initial inflationary affects to the second stage where there is no gas to price” “Within a few months we will be in an economy which has …
Next up: Gemini casually suggesting edits using your actual kids’ faces or auto-generating “memories” you never asked for. And you’ll still click accept because it’s “convenient.” Google Starts Scanning All Your Photos As New Update Goes Live This is coming first to the U.S. before it rolls out everywhere else. Google assures that “bringing personal …
Central banks grabbing the most gold this century is the biggest quiet middle finger to the dollar system we have seen in years. Global Central Banks now own the most Gold this century byu/RobertBartus inEconomyCharts The global debt crisis is set to get even worse: Total sovereign and corporate bond issuance is estimated to rise …
Same dumb script every round. One side screams total wipeout the other promises to burn oil routes and both pretend the other will cave. 🇺🇸🇮🇷 Trump just handed Iran an ultimatum most presidents wouldn't say out loud: "If they don't sign this thing, the whole country is going to get blown up." U.S. envoys are …
The world is moving back toward a debt level that used to be associated with the aftermath of major wars. According to the IMF, global public debt reached 93.9% of GDP in 2025 and is projected to hit 100% by 2029. What makes that more striking is that this is not the result of one …
Current energy and food input spikes resemble 1970s oil shock conditions that drove broad inflation across global agriculture markets. 🇺🇸 🇮🇷 Oil at $210 in Singapore. Fertilizer prices tripled. One rancher's feed bill jumped from $1,600 to $9,000. Former CIA officer Larry Johnson says the economic shockwave from this war hasn't even arrived yet. When …
The entire global LNG map rewired in 30 days. The flows did not collapse. They rerouted straight to American exporters. And nobody has mapped what this means. In February, Qatar shipped 8.4 billion cubic meters of LNG to Europe. In March, after Iranian retaliation strikes destroyed two liquefaction trains and the gas-to-liquids facility at Ras …
If this keeps going, Europe drifts closer to China out of necessity, not choice. Trump Isolation Deepens on World Stage as Allies Rebuff, Condemn The war in Iran and President Donald Trump’s rhetoric have driven US alliances with Europe near the breaking point. (Bloomberg) — The war in Iran and President Donald Trump’s rhetoric have …
The most important cycle nobody talks about. The Global Liquidity Cycle has followed a near-perfect 65-month wave since 1965. Every peak → markets top → risk assets fall Every trough → markets bottom → everything rallies The chart just flashed a signal. Global liquidity has topped. The 65-month wave says what comes next. It has …
by Michael Nobody was ready for a scenario in which the Strait of Hormuz is blocked for an indefinite period of time. The Iranians think that they will eventually get what they want by holding commercial traffic through the Strait of Hormuz hostage and causing as much pain for the global economy as possible. The …
Everyone is still talking about oil pricesThat’s already outdated–This is no longer a price shock–It is the early stage of a system-wide supply shock — Robert A. Pape (@ProfessorPape) April 13, 2026 ~20% of global oil flows through the Strait of Hormuz.That flow is now constrained — by Iran AND USAnd it’s not just oil—it’s …
by Michael Where do we go from here? Peace talks with Iran have totally failed, and there appears to be no hope that the gaps between the demands that the U.S. is making and the demands that Iran is making can be bridged. There are several key issues that both sides are not willing to …