Independent thinking for complex markets and current events
Claude Code model infiltrated 30 organizations including tech firms and government agencies Artificial intelligence company Anthropic says it has uncovered what it believes to be the first large-scale cyberattack carried out primarily by AI, blaming the operation on a Chinese state-sponsored hacking group that used the company’s own tool to infiltrate dozens of global targets. …
Bond markets do not scream unless something is wrong. Japan cracking at a 26 year high while France and Germany follow is not a coincidence. This is the cost of pretending debt did not matter for a decade. Once the bond vigilantes wake up, they do not go back to sleep easily. https://twitter.com/GordianKnotFinX/status/2002947193347658025 Gold hits …
This is how trouble sneaks in, quietly and all at once. When every major bond market starts pushing yields higher together, it means money is getting expensive everywhere, not just somewhere. Stocks can ignore that for a while, but balance sheets cannot. By the time equities notice, the damage is already baked in. A HUGE …
While the world was distracted by the paper price drop to $61.50 on Friday, Samsung SDI quietly confirmed a technological breakthrough that changes the fundamental chemistry of the global energy transition. The “Solid State Battery” revolution is here, but Wall Street missed the most critical detail: it isn’t powered by Lithium alone. It requires a …
The Department of Homeland Security is working closely with @CommerceGov to facilitate the rollout of President Trump’s Gold Card program. Under this historic initiative, qualified individuals and corporations, who contribute $1 million and $2 million respectively, will receive expedited EB-1 or EB-2 green cards following rigorous vetting. This landmark program fulfills President Trump’s promise to …
The pic.twitter.com/n5DK9NBjyU — David Levenson. I am increasing low beta leverage. (@PolarityRadio) December 8, 2025 The US 10-year yield has been in a downtrend since May (highlighted). Now it looks more like a breakout. pic.twitter.com/rVzSNwmvfi — Jim Bianco (@biancoresearch) December 8, 2025 A BIG STORM IS COMING!!! Look at these yields… – U.S. 10Y is …
The latest run of global economic data points increasingly toward a synchronized slowdown in which cyclical weakness is colliding with long-standing structural constraints. The result is growing evidence that policy transmission is breaking down across key economies. China’s contractionary signals are intensifying, US labor and housing data continue to drift downward despite headline stability, and …
Alex Karp talked like he had limits. He said Palantir would never track people. He said the company would walk away from contracts that hurt minorities. None of that matters anymore. ICE is using his software to find people faster than anyone thought possible. For years, Alex Karp, Palantir’s CEO, had declared the data management …
*USPS SUSPENDS RECEIVING MAIL FROM SOME COUNTRIES *USPS POSTS NOTICE SUSPENDING SERVICE FROM RUSSIA, VENEZUELA *USPS SUSPENSION ALSO INCLUDES AFGHANISTAN, HAITI AMONG OTHERS pic.twitter.com/qaKAV07YJf — Investing.com (@Investingcom) December 3, 2025 International Mail Service Suspensions Updated: Nov. 28, 2025 The Postal Service™ is temporarily suspending international mail acceptance for certain destinations due to inadequate transportation options …
#Silver has broken out of a bullish triangle after weeks of coiling. The strong breakout candle indicates continuation of bullish momentum. pic.twitter.com/ZMMt99NwOz — Gold Predictors (@GoldPredictors) December 3, 2025 Investors are rushing into the silver market: Physical silver-backed ETF holdings jumped +15.7 million ounces in November. Year-to-date, silver ETF holdings have increased in 9 out …
‼️Global central bank rate cuts are running ABOVE the Great Financial Crisis pace: World central banks have cut rates 316 times over the last 2 years, the most THIS CENTURY. Following the Financial Crisis response, they cut 313 times in 2 years. 👇https://t.co/hNOlF08Opy — Global Markets Investor (@GlobalMktObserv) November 29, 2025 In the two years …
Premarket futures are flat, as it appears the exchange has halted futures trading due to a technical issue. It may reopen soon. Today, the cash market is scheduled to close at 1 PM, so expect very thin trading — ideal conditions for option sellers. However, traders can start… — optionGeek (@StockShark16) November 28, 2025 BREAKING: …
by Michael The ride up was a lot of fun for crypto investors, but now many of them are getting wiped out by the ride down. For a long time, people were using borrowed money to make absolutely enormous returns in the cryptocurrency market. Unfortunately, that bubble is bursting and an epic cryptocurrency crash is now …
Crazy to think that money supply is expanding this aggressively even as global central bank balance sheets have been contracting. We’ve seen a $10T increase in global money supply in just the past 12 months. Now imagine what happens once central banks inevitably need to expand their balance sheets again — which, in my view, …
42 % drop in home sales is enormous. The Chinese consumer has stopped spending. China is the # 2 largest economy in the world. It’s housing market is the largest asset class in the world. US is already in an undeclared recession. Watch 1st 3 to 5 minutes for main details. AC
🚨 UN CHIEF DEMANDS CENSORSHIP CRACKDOWN António Guterres has called for tighter control of social media, claiming that “false narratives” threaten the UN’s Agenda 2030 goals and global stability. He condemned what he called “a tsunami of conspiracy theories” and demanded… pic.twitter.com/UkyJVhvbEc — Jim Ferguson (@JimFergusonUK) November 10, 2025 Who decides what is true when …
🚨 BREAKING: The U.S. Senate just voted 51-47 to END ALL of President Donald Trump’s global tariffs. This is getting OUT OF HAND. pic.twitter.com/FqTyhr9CfW — Jack (@jackunheard) October 30, 2025 The Senate voted Thursday to approve a resolution that would block President Trump’s tariffs on countries around the world, the third in a trio of …
Latest update UKHSA is aware of small numbers of locally-acquired cases of clade Ib mpox in the USA, Spain, Italy, the Netherlands and Portugal which have no connection to countries with known clade Ib mpox transmission. The UK has a routine mpox vaccination programme in place for eligible groups, including those who: have multiple sexual …
$11.5B of emergency liquidity support from the BOJ 🇯🇵while the financial system was asking for $30B 🙊 £3.8B (~$5B) of help from BOE 🇬🇧 Indexed Long Term Repo Open Market Operations $7.753B from the Federal Reserve 🇺🇸 $24B+ to keep the financial system afloat. pic.twitter.com/D2sJsxwRzS — WhatCanIMakeToday (@WhatCanIMT) October 28, 2025 $7.753B from Federal Reserve …
We’ve been warning about this system for over a decade and now we are seeing the attempt to implement it. Digital ID is the foundation for a cage unlike anything humanity has never known. Once we go in, we won’t come back out. I made this hour-long video on all the reasons why we MUST …
‘It’s surprising that one thing affected their network, because usually there’s backup, and redundant systems all running at the same time. One particular system going down is very, very surprising.’ Knight admitted he was puzzled by the outage which, he noted, will have cost Amazon hundreds of millions of dollars. It began at 3:11am ET. …
USA remains 64% of global equity market cap GS pic.twitter.com/rB5LmBjld1 — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) October 20, 2025 SpaceX is essentially the US space program https://t.co/rpYnDnna4z pic.twitter.com/f6B0OOmYiP — Robin (@xdNiBoR) October 19, 2025
The elephant in the room isn’t hiding. Nobody trusts fiat money anymore. You can see it everywhere if you stop listening to the TV. Cash allocations for institutional investors are down to 3.8 percent, the lowest in 12 years. That is not random. That is a signal. Everyone is moving, shifting. Stocks at record highs, …
Gold has a clear message for global governments: you are spending far too much money that you do not have. — Markets & Mayhem (@Mayhem4Markets) October 16, 2025 Piepenburg argues this leads to a liquidity crisis as debt obligations outstrip real productive capacity. Jamie Dimon Says Gold Can “Easily Go to $5,000 or $10,000” …
by Michael Have you ever heard of 4 giant green comets roaring through our solar system at the same time? In all my years, I have never seen anything like this. ATLAS, LEMMON, and SWAN are all visible from Earth right now, and interstellar visitor 3I/ATLAS will be visible from our planet again soon once …
Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you …
Japan just set a record. The 30-year bond yield jumped to 3.32%. That is not a number. That is 235% of GDP hanging over the country like a guillotine. Interest on the 30-year portion alone could now be roughly 7.8 trillion USD equivalent annually. The yen is below ¥150, a drop of 11% in weeks. …
Europe needs to stop punishing entrepreneurship. Reducing taxes and cutting regulations are the bare minimum. They should also reward tech investments with attractive tax breaks. This doesn't even need to be a Peninsula-wide initiative either. Pick a few cities and make Special… — George (@BehizyTweets) October 3, 2025 Europe is falling behind year by year …
