Independent thinking for complex markets and current events
This isn’t a growth story, it’s a land grab. Nvidia isn’t buying Groq for innovation, it’s buying time and control before anyone else can threaten its chokehold on AI compute. When the richest chip company on earth drops $20 billion in cash without blinking, that’s not confidence, that’s fear of being disrupted before the next …
via notayesmanseconomics Today has brought us up to date on the latest growth figures from the UK economy and they are something of a disappointment. Monthly GDP is estimated to have grown by 0.1% in August 2025, following a fall of 0.1% in July 2025 (revised down from no growth in our previous bulletin) and …
Gold Hits New Record High As China Moves To De-Westernize Global Bullion Market https://t.co/m4wGHLAMlX — zerohedge (@zerohedge) September 23, 2025 The Gold rally has accelerated since August and delivered a +12% return over the past month – 98th percentile for monthly returns since 1980 – supported by rising futures positioning and ETF inflows, as well …
Emily Sturge explains the cultural significance of Jimmy Kimmel’s suspension on Newsmax.
Japan’s own fiscal house, buried under the weight of the largest debt load on earth, could unravel, forcing a liquidity crisis that spreads to Europe and the United States. Central banks that copied Japan’s easy money policies will face the same reckoning, only without the cushion of a domestic savings pool to absorb the shock. …
The July Fed decision came with two dissents, the first time in over 30 years that happened under tightening conditions. One board member wanted a cut. Another wanted a pause. Powell stuck with holding rates steady, but the split wasn’t subtle. The official line is “data dependent.” Market reaction says something else. Fed futures now …
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 …
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 …
Epic shock, end of an era: The China car market of “growth and profits forever” has vanished for non-Chinese brands. Global automakers will sell 7 million fewer vehicles in China this year than they did in 2020. VW down a million cars. GM down a million cars. Jeep JV bankrupt. Suzuki out. Nissan deeply wounded. …
This is one of the clearest signals yet that the Bank of Japan has lost control of the long end of the curve. Japan’s 30-year yield hitting 2.845% its highest since 2004 isn’t just a local event. This has global knock-on effects: Japan is the largest foreign holder of U.S.… https://t.co/nQ0bTI4toI — EndGame Macro (@onechancefreedm) …
Swaps — a historic move, Lehmanesque. The beast inside the market is about to break the Fed. A colossal policy reversal is coming. https://t.co/ewp0mUHB2k pic.twitter.com/r8psEJW3fL — Lawrence McDonald (@Convertbond) April 9, 2025 Literally off the charts, no further comments necessary pic.twitter.com/As70Iob5rv — Michael A. Arouet (@MichaelAArouet) April 10, 2025 If the Yen breaks, liquidity breaks… …
Trump is returning education to the local level where parents have greater control—and Randi Weingarten is ANGRY about it! @DeAngelisCorey explains: “She makes over $500k a year fighting to trap other people’s kids in her failure factories that she likes to call public schools.” pic.twitter.com/mCxbtHCNqU — Rich Zeoli Show🇺🇸 (@Richzeoli) March 27, 2025
New show on X, 69X Minutes CONFIRMS the CIA has infiltrated and controls America’s teachers unions 🚨 “The CIA had created front companies and shell groups in order to influence all the different teachers unions. These are the largest teachers unions in the United States today” pic.twitter.com/wrKmtZIjSJ — Wall Street Apes (@WallStreetApes) March 24, 2025
https://twitter.com/MelaniaTrumpX/status/1861109545767932050 This is GOLD. Yes our “blue check mark” makes us a reporter ..We take your mockingbird drivel and give it context so that consumers of it can read through the bias and undertake why it’s being JAMMED down their throat. You ceased being reporters when you started copy/pasting CIA… https://t.co/roqEZQWiUD — Johnny St.Pete (@JohnMcCloy) …
Japan's 40-Year Government Bond Yield rises to highest level since 2008 🚨 pic.twitter.com/sYaX3jeQT2 — Win Smart, CFA (@WinfieldSmart) October 23, 2024 When intervention BOJ? The first big CB to lost control is the Bank of Japan pic.twitter.com/3N7zkMf9HW — The Macro Guy (@SagarSinghSetia) October 23, 2024 USDJPY climbs above 152 level Here it goes again #MacroEdge …