Independent thinking for complex markets and current events
It started quiet. Then it spread. A zero-day flaw buried inside Microsoft’s SharePoint server software has been exploited in a sweeping cyberattack. The breach began July 18. It’s now confirmed that federal agencies, universities, energy firms, and banks have been compromised. The flaw allows remote code execution. No login needed. No warning. No patch for …
Germany: After nine underage girls sexually abused by Syrians at swimming pool, CDU mayor points to ‘hot weather.’ After underage girls were sexually assaulted in the Barbarossabad swimming pool in Gelnhausen, the CDU mayor of the area pointed out that “hot weather” makes tempers “fray.” However, local Mayor Christian Litzinge (CDU) appeared to allude that the weather …
Source: https://t.co/P7adyN24PF — Jostein Hauge (@haugejostein) July 18, 2025
What’s going on here is likely a sign of rising global stress. The sharp drop in the 10 year Treasury yield alongside a spike in the U.S. Dollar Index (DXY) points to a flight to safety and a scramble for dollar liquidity. Normally, falling yields would weaken the dollar but when both move in opposite …
What’s happening now fits squarely within my thesis that Powell is using monetary policy not just to manage inflation, but as a geopolitical weapon of delay, designed to trap adversaries and force the world to bend to U.S. dollar hegemony. The recent stalling of a September rate cut isn’t just about economic data; it’s about …
by Michael Americans still love hamburgers and French fries, but they sure are a lot more expensive than they once were. In fact, as you will see below, the price of ground beef in the U.S. has risen 16.2 percent during the last 12 months. No matter how you look at that number, it is …
📈 The Rise of China and the Decline of Japan in Global Exports byu/EconomySoltani inInfographics In 1958, China and Japan each accounted for approximately 2.5% of global exports. Japan’s share climbed to a peak of 10% in 1986, while China’s share declined to 1.4%. However, since the mid-1990s, Japan’s share has steadily fallen to 3% …
The Bank for International Settlements just dropped its annual report, and it reads like a warning label. The global economy is entering what they call a pivotal moment. Not a soft patch. Not a cycle. A structural shift. The kind that doesn’t reverse with a rate cut or a stimulus bill. Agustín Carstens, the outgoing …
Markets hit weekly high right after Israel strike but low summer liquidity could trigger another brutal crash… Oil is pointing to a new global deflation. That I predict will be outside of central bank control aka. a mass deleveraging event. pic.twitter.com/Srkj9RtjbJ — Mac10 (@SuburbanDrone) June 24, 2025 Today was the biggest down day for oil …
Gold is rising faster against the USD and other world currencies as their purchasing power is eroded by desperate policies aimed at inflating away debt through currency debasement. Please refer to the graph below. byu/Boo_Randy_II inWallstreetsilver Gold is leaving the vault! COMEX inventories are falling. Demand for physical gold is exploding. BUY GOLD, WEAR DIAMONDS. …
by Michael Our way of life depends on cheap energy. If you remove cheap energy from the equation, our society will be thrown into a state of chaos. The Iranians know that closing the Strait of Hormuz is one of the most powerful forms of leverage that they possess, because the world is deeply dependent …
Many guys are not understanding some few basic economic facts. Yes Trump is pro business & pro growth. 100%. But the way he schemed & plotted pretending to be negotiating for peace, this means no one and I mean no country is gonna buy and hoard treasuries & dollars. Then he… — tic toc (@TicTocTick) …
DAX is breaking down hard. That is not just a Europe problem it is a global risk off signal. Capital is rotating. Expect the US dollar to catch a bid as investors flee to safety. Watch DXY, EUR USD, and gold closely. This move is just getting started. DAX looks like its breaking down… pic.twitter.com/dlLdU3fzbf …
The global easing cycle continues pic.twitter.com/2umptKG11j — The Long View (@HayekAndKeynes) June 18, 2025 Gold is increasingly on the radar of Wall Street heavyweights and influential economists. Just in the last 2 months: Jeff Gundlach (DoubleLine) calls gold a "Flight-to-quality asset". Kenneth Rogoff (Harvard) says "Gold is the new gold". David Einhorn (Greenlight) notes that… …
A significant development in the Middle East has reached a critical juncture, with recent reports indicating a grave threat from Iran. Amid ongoing conflict, Iranian officials have suggested the possibility of mining the Strait of Hormuz, a strategic waterway crucial to global oil supplies. This development, if realized, carries the potential for severe disruptions to …
En route. https://t.co/IYWUnsv92A pic.twitter.com/icffQrEtAQ — The Great Martis (@great_martis) June 13, 2025 Missile landing in Tel Aviv pic.twitter.com/cS0GXLGtVH — QE Infinity (@StealthQE4) June 13, 2025 🔻Iran calls its operation "Severe Punishment” pic.twitter.com/J9zU84f5O9 — Informer (@X_Informer_X) June 13, 2025 🚨A senior Israeli security official tells Channel 12 that Israel has warned Iran that if it targets …
It’s infuriating to watch economists cling to synchronized slowdown as some fancy buzzword while millions struggle. Wake up. These aren’t just charts. It’s people’s jobs, savings, hopes on the line. Global synchronized slowdown which may potentially lead to a global synchronized recession. https://t.co/dUqKbBlyZo — Fibonacci Investing⚡️ (@FibonacciInves1) June 11, 2025 $SPY $QQQ Price action feels …
Everywhere you look, you can see the decline of Western hegemony, as the world is increasingly multipolar. Ben Norton analyzes the rise of China, development of Global South economies, and increasing unity in Asia. A symbol of this was the historic ASEAN-GCC-China Summit held in Malaysia, which supplements BRICS in pursuit of dedollarization, South-South economic …
NEW COVID VARIANT HITS ENGLAND: NB.1.8.1 NOW SPREADING A new Omicron spin-off, NB.1.8.1, has landed in the UK: 13 cases so far and counting. It’s already dominating in China and Hong Kong, and now makes up 10% of global infections. Symptoms? The usual: fever, fatigue, sore throat. Severity? UK health officials say don’t panic, yet. …
WARNING: World debt has now officially crossed $300 trillion And still continues to climb aggressively This is not looking good… pic.twitter.com/CIc0BKEhBo — Bravos Research (@bravosresearch) June 4, 2025 Why aren’t they loading up on Bitcoin? https://t.co/36owOQbnGR — QE Infinity (@StealthQE4) June 5, 2025 Hard assets. https://t.co/2rIsh9jI02 — Otavio (Tavi) Costa (@TaviCosta) June 5, 2025 Here …
First, what happened? The BOJ (Bank of Japan) holds a mountain of Japanese government bonds (JGBs). For years, it’s been buying them aggressively as part of its monetary easing program, a fancy way of saying it’s pumped money into the economy by purchasing bonds and keeping… — StockMarket.News (@_Investinq) June 2, 2025 BUT there’s a …
Global shares sank on Monday and oil prices jumped as trade tensions and the Russian-Ukraine conflict ratcheted up geopolitical uncertainty. China blasted the U.S. for issuing AI chip export control guidelines, stopping the sale of chip design software to China, and planning to revoke Chinese student visas. Oil prices rallied after OPEC+ decided on a …
U.S. Dollar is now used in nearly 50% of global payments, the highest level in more than 12 years 🚨 Euro not so much… pic.twitter.com/sCJ3lFiPQq — Barchart (@Barchart) May 29, 2025 The U.S. dollar has reached its highest level in global payments in more than 12 years, now accounting for nearly 50 percent of all …
US corporate profits just fell the most since the global financial crisis days ("GFC"). But, don't worry… all is well. pic.twitter.com/yTXi6TF7Sy — Gordon Johnson (@GordonJohnson19) May 29, 2025 Leading Economic Indicators look at the future.Lagging Economic Indicators look at the past. When we divide the Leading Index by the Lagging Index, we get a series …
2/ Japan’s 30-year bond yield just hit 3.14%, an all-time high. The 40-year? A record 3.6%. Why? A failed bond auction—no one wanted the debt. That’s dangerous. https://t.co/uHGaZh41mF — Neil McCoy-Ward (@NeilMcCoyWard) May 28, 2025 4/ Meanwhile, U.S. 30-year yields breached 5% last week. That pushes up mortgage rates, car loans, and credit costs. And …
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 …
Japan just blinked. Late last night, Japan’s Ministry of Finance said they are considering cutting back on how many super long bonds they sell. On the surface, this may sound like a dry technical tweak, but make no mistake, it sent waves through global bond markets. Here is why this matters. Fewer bonds issued means …
It was bound to happen. You could feel it in the way people searched. The old habits weren’t working anymore. After nearly twenty years of digital supremacy, Google’s dominance in search is no longer unshakable. For the first time since 2015, its market share has dipped below 90 percent and stayed there. This isn’t a …
Japan is at the heart of the global rise in long-term yields. To be honest, I'm surprised the rise has been allowed to be as rapid as it has. At 240% debt to GDP, Japan really can't allow long-term yields to keep rising the way they have. This is where fiscal dominance is acute. pic.twitter.com/a118IbKVk8 …
“What’s coming up is gonna destroy millions—tens of millions—of retirees’ retirements if they are not careful,” warns Chris Vermeulen, founder and chief investment officer at TheTechnicalTraders.com. In an interview with Daniela Cambone, he lays out a highly bearish outlook for financial markets, forecasting a severe economic downturn that he believes could rival or surpass the …