Independent thinking for complex markets and current events
Why is copper-to-gold so ugly and thoroughly deflationary? What’s happening right now inside China is one key part of it. After a small artificial rebound earlier this – where have we heard that before – Chinese bank lending has fallen even more sharply this summer adding yet another layer to the tremendous deceleration we keep …
There are growing concerns – and a growing pile of evidence and reports – indicating the shadow banking system is suppressing potential losses for no legitimate reason. Here we examine where they are coming from and what the latest data shows.
In 2021, someone dropped $5.6M ($100k over asking) on an Oakville (Canada) home the day it went on the market. Today after 4 months on the market they sold for a $1M loss. byu/Boo_Randy_II inHouseBuyers “Homeowners in Florida pay the highest average annual premium of all the states ($2,437), and Texas is not far behind …
Remember this wonderful woman:https://t.co/zSZ90oOQGf — Rugged Individual (@thepolishpen) September 18, 2025 "Charlie Kirk was a racist because he said that Joy Reid only got into Harvard because of affirmative action." 2023. Joy Reid: "Let me be clear, I got into Harvard only because of affirmative action." pic.twitter.com/YnH2NhlbpO — MAZE (@mazemoore) September 17, 2025 There is …
It’s their fastest-growing, most concentrated segment. If one pulls back, everything suffers, including margins, hiring, and priorities. What happens when one or both of these customers stop buying due to e.g.recession fears. The stock is 5 – 10% of major indices.https://t.co/rrXevbQqYm — Marko Kolanovic (@markoinny) September 15, 2025 It is not only a Bubble, it …
by Michael The speed at which global events are moving is simply breathtaking. All over the world, leaders keep talking about the need for peace, but we just keep getting more war. This month we have seen a series of very alarming escalations, and it is easy to imagine how things could spiral completely out of …
On Sunday, a 1,585 foot high megatsunami struck a portion of Alaska, leading to widespread devastation which greatly changed the landscape. Thankfully, no one was harmed because the second tallest tsunami ever recorded thankfully had its worst extents confined to a remote fjord. It was only reported on a local site https://alaskapublic.org/news/environment/2025-08-12/pure-chaos-out-of-nowhere-mega-landslide-and-tsunami-rip-through-tracy-arm-south-of-juneau ‘Pure chaos out …
If insiders aren’t buying, why should anyone else? BREAKING NEWS: Out of the top 200 insider trades over the last week (by value). 0/200 were buy orders. I have never seen anything like this in my life. pic.twitter.com/QS2r2QvSR9 — Kevin Malone (@Malone_Wealth) August 29, 2025 https://twitter.com/NorthmanTrader/status/1961448152004759780 The last time the FED Rate Cut: September 2024: …
Statistical data for England and Wales can be explored through the Office for National Statistics. Germany’s rape crime statistics are obtainable from the Federal Criminal Police Office. Information for France can be found from the Ministry of the Interior. Meanwhile, Poland’s figures, by the Polish Police, are available via Statistics Poland. In the United States, reported rape crimes totaled …
View post on imgur.com Redditors smugly claim "this comic is literally the opposite of reality" As usual, these Redditors are wrong. Here's a picture of the actual situation that this comic was based on: pic.twitter.com/JyN6XTp40Q — Reddit Lies (@reddit_lies) August 21, 2025 View post on imgur.com A knifeman stabbed a well-known Islam critic, a police …
Sauce for the image. Also, just looking at the number of bombs he’s dropped is also misleading, you have to look at the size of them and where the attacks were launched. Case in point, the bunker buster bombs he dropped on Iran’s nuclear sites, are a massive escalation in global tensions. They are the largest …
Fun fact: the last time this happened Credit Suisse was imploding ⚠️ That wasn’t a coincidence in case you wonder https://t.co/B7nmfB00kB — JustDario 🏊♂️ (@DarioCpx) August 12, 2025 Follow through.😅 The future of mortgage backed securities lol pic.twitter.com/C9uXVzHD4V — The Great Martis (@great_martis) August 12, 2025
by Michael The mainstream media mostly ignored what occurred at the UN this week, but it is a monster story. We are literally witnessing the biggest international push for recognition of a Palestinian state that we have ever witnessed. The “International Conference for the Peaceful Settlement of the Question of Palestine and the Implementation of …
We asked the Hollywood Celebrities who helped “raise” $100 MILLION for the L.A. Fire Victims… WHAT HAPPENED TO THE MONEY?! 🤔 Katy Perry and her friends WON’T tell us 🤐 (wonder why?) pic.twitter.com/HsWE0j8LKe — Jesse Watters (@JesseBWatters) July 26, 2025
Can you guess when I discovered options? byu/AngryTissueBox inwallstreetbets From 2.2k in November to 6k in February on SMCI, then from 6k to 10k on TSSI, then from 10k to 13k on PSIX, then I found 0DTE options and the rest is history. Anyone wanna sell me a rope and stool for 6 cents?
Tom Lee, Fundstrat head of research and CIO, joins CNBC’s ‘Squawk on the Street’ to discuss outlooks on Nvidia, whether there may be catalysts to the upside, and much more.
Vegas resident since 2006. Yesterday was not normal. I’ve NEVER seen a more intense monsoon season. Only even witnessed flooding in the streets and parking garages. Gone in a few hours. Few trees snapped and garbage cans everywhere. But I have never seen rows of power lines,… — DeenieLee (@DeenieLeeB) July 2, 2025 LAS VEGAS …
‼️🇺🇸 JUST IN: The U.S. Social Security Administration saw its BIGGEST DROP in benefits handed out in HISTORY. DOGE and BIG BALLS are destroying the FRAUD and waste happening on our dime! 💪🏻 pic.twitter.com/1LYfIUvyFG — Diligent Denizen 🇺🇸 (@DiligentDenizen) June 27, 2025
Exactly 1 year ago, this happened on live TV and the media told us not to believe what everyone saw pic.twitter.com/FZ1WZnGln8 — End Wokeness (@EndWokeness) June 19, 2025
https://twitter.com/crypto_leb/status/1936326288597242121
by Michael Will we soon see rioting in major cities all over America? The city on the west coast that has the most people living in it illegally is Los Angeles, and we have already seen what happened there. The city on the east coast with the most people living in it illegally is New York, …
Google Searches for "Are we in a recession" rise to 2nd highest level in history 🚨🚨🚨 pic.twitter.com/mZy4RToCGV — Barchart (@Barchart) May 10, 2025 People are starting to ask a familiar question again. Are we in a recession? That exact phrase is trending across search engines, just like it did in 2008. And that kind of …
You might be wondering, “Why in the heck would you go five days without eating?” The short answer: it was part of a health kick. Weight loss was only a small part of my reasoning, though it surely became a huge benefit. Years prior, I’d experienced fasting for two days due to an ulcer in …
WHY IS EVERYTHING CRASHING??!! 😭 pic.twitter.com/rdwWx8r4e0 — SlumDOGE Millionaire (@ProTheDoge) April 6, 2025 Good god NQ opening down 5.4% and ES down 4.7% The black Monday boys might get their wish pic.twitter.com/7ADZH8tK5A — Robert (infra 🏛️⌛️) (@infraa_) April 6, 2025 TECH STOCKS IN OVERNIGHT TRADING: 1. Robinhood, $HOOD: -17%2. AppLovin, $APP: -17%3. Palantir, $PLTR: -10%4. …
Nasdaq 100: Risk off! The 5-week MA just crossed below the 50-week MA. Last time this happened, we saw a continuation of the downward trend. pic.twitter.com/ZNfIy7bXmR — Guilherme Tavares (@i3_invest) March 31, 2025 Ignore the mass layoffs, they’re not the story. Capital is rotating into oil, aerospace & defense – a lot of short-cycle, defensive …
by Michael Did we just get closer to peace, or did we just get closer to war? On Thursday, some media outlets in the U.S. were boldly proclaiming that Vladimir Putin had “agreed in principle” to Donald Trump’s proposal for a 30 day ceasefire in Ukraine, while other media outlets in the U.S. were flatly …
