Independent thinking for complex markets and current events
Government promising fast money on a massive claims process… yeah, expect friction, not speed. TRUMP ADMINISTRATION TO BEGIN REFUNDING $166B IN TARIFFS The U.S. government will start refunding up to $166 billion in Trump-era tariffs after the Supreme Court ruled the policy unlawful. From April 20, businesses can file claims through a new Customs system …
IRAN'S PRESIDENT PEZESHKIAN: WE'RE READY TO END WAR, BUT WANT GUARANTEES. — First Squawk (@FirstSquawk) March 31, 2026 🚨 BREAKING: 🇮🇷🇺🇸 Iran's President Pezeshkian reportedly today: "We're ready to end war, but want guarantees." Markets are pumping But don't get too excited, Pezeshkian has made similar statements before throughout the war. This isn't new Markets …
Trump's givin Iran 48 hours to open the Strait of Hormuz… the equities market is giving Trump 24 hours to taco. pic.twitter.com/AUIgO1jn4K — The Great Martis (@great_martis) March 23, 2026 Nikkei nearing a big support level as well pic.twitter.com/uP1v95Olqt — Michael J. Kramer (@MichaelMOTTCM) March 23, 2026 South Korea halts trading for 5 minutes after …
Could this be the biggest nudge toward a postwar deal yet? There is no official statement yet from the Kremlin confirming that Putin has formally agreed to such guarantees in a signed deal. BREAKING: Putin willing to accept US security guarantees, says Ukraine, per The Sunday Times. — Leading Report (@LeadingReport) March 1, 2026 Putin …
Of all the policy mistakes Trump has made as President, taking Fannie and Freddie public with explicit government guarantees would be the worst so far. Prior to their bankruptcy, the guarantees were only implicit. An explicit guarantee would allow the GSEs to be even more reckless than they were before, allowing the president’s friends to …
Although the offer of a guaranteed admissions program in Utah appears generous, a Heritage Foundation visiting fellow warns that it is just another way for schools to garner tuition dollars. The Utah System of Higher Education launched a guaranteed admissions initiative ensuring that every Utah high school student will be accepted into at least one …
We're looking for a hard reversal on the daily for Tech this week. And then pull the plug on this final festival of idiots. Let history sort them out. pic.twitter.com/gIM5I7b2qh — Mac10 (@SuburbanDrone) August 23, 2023 Another blowout for Nvidia. Last qtr, their gain was viewed as good for all Tech stocks. This quarter, their …
🚨🇪🇺🇺🇦 NATO has agreed security guarantees for Ukraine before Vilnius summit. pic.twitter.com/FqQ9sv1RsW — Terror Alarm (@Terror_Alarm) July 10, 2023 U.S. President Biden has stated before the NATO Summit this upcoming week in Lithuania that the United States and several other Countries are ready to provide Security Guarantees for Ukraine that is similar to the U.S-Israeli …
by confoundedinterest17 The good news (if true)? ADP announced that 497k jobs were added in June. The bad news? A 497k print on jobs (many seasonal, it is summer!) almost guarantees that The FOMC (Fed Open Market Committe) will raises rates again at at the July meeting. The 2-year Treasury yield is up over 10 …