Independent thinking for complex markets and current events
American citizen breaks down in tears because she is now living in her car “for the foreseeable future” She has a job but rent prices are so out of control in America and you need 2.5x the rent to qualify for an apartment, she has to live in her car Illegal immigration and fake refugees …
President Trump just made an announcement that will shake up global manufacturing. Foreign companies, including Taiwan Semiconductor, are now under pressure. Build factories in the U.S. or face massive tariffs. October 1 is the deadline. For pharmaceuticals, this is huge. A 100 percent tariff on any branded or patented drug entering the U.S. unless the …
You WILL OWN NOTHING, and BE HAPPY. https://www.youtube.com/watch?v=tf20qYPoXtE
Jason Burack of Wall St for Main St interviewed returning guest, former Lehman Brothers trader and senior executive, author and Founder of the Bear Traps Report https://www.thebeartrapsreport.com/ paid newsletter, Larry McDonald
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 UK has no choice but to start cutting its welfare bill, this could happen here in the US. The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices to raise revenues. Yields on 30-year gilts have reached their highest levels since 1998. (1 …
via Phoenix Capital Research Last week I noted that the single most important chart in the world is flashing “danger.” By quick way of review… The defining trend of the last 45 years was the secular bull market in bonds. This bull market meant that throughout that period debt was ever increasingly cheaper to issue. …
‘A decision that has locals angered, and left in the dark without compensation.’ Northern Ireland Reporter Dougie Beattie shares that a major motorway project in Northern Ireland is in limbo due to a court ruling which is disrupting locals and putting farmers out of business.
https://www.youtube.com/watch?v=o8r_YfN0AXo
So not only did $MSTR buy just $51M of Bitcoin, due to lack of demand for the preferred ATM’s, but it also looks like Saylor is lowering the 2.5x mNAV floor “when otherwise deemed advantageous” to the Company. pic.twitter.com/Scfd4VMYiA — James Chanos (@RealJimChanos) August 18, 2025 Here are both, for comparison. $MSTR pic.twitter.com/1ig7YTfvKh — James …
Typhoon Podul slams southern Taiwan with fierce winds, torrential rain & severe thunderstorms, battering areas along the central mountain range (Wind map via foreignersinTW) pic.twitter.com/jL0B7bG7OC — Insider Paper (@TheInsiderPaper) August 13, 2025
🚨 BREAKING: After news of impending legal troubles for herself and her allies, Hillary Clinton launches a fundraising push using her nonprofit, “Onward Together,” including a link to ActBlue, per @paulsperry_ Now why would she be doing that… pic.twitter.com/7DZ57AoiKQ — Eric Daugherty (@EricLDaugh) August 10, 2025 A whistleblower report declassified last week suggests that Hillary …
Republicans are working hard to keep Cory Mills in office. Not because he is innocent. They need his vote. The Florida congressman faces serious accusations. These include threatening revenge porn, assaulting a woman in his Washington apartment, lying about his Bronze Star, and failing to explain a $1.8 million loan to his campaign. Ethics groups …
The Fed is about to cut rates while everything else hits all-time highs. Stocks, homes, rents, bitcoin, gold, household wealth — all at records. Unemployment sits at 4.2%. Inflation stays high. J.P. Morgan expects four rate cuts to bring the policy rate to 3.5%. https://money.usnews.com/investing/news/articles/2025-08-08/j-p-morgan-sees-fed-cutting-rates-at-each-of-its-next-four-meetings But Americans are struggling. Fast food sales dropped hard last …
Authored by Charles Hugh-Smith via oftwominds, That this extreme inequality is itself the primary threat to both democracy and social stability is poorly understood. Scraped of pleasantries, the ultimate purpose of any status quo is to 1) distribute most of the economy’s gains to the top tier and 2) offload the sacrifices this requires to the …
Howard Stern’s collapse is raw. From 20 million daily listeners to barely 125,000. SiriusXM insiders say his $500M contract is “no longer worth the investment” https://www.heycolleagues.com/news/howard-stern-show-cancellation-rumors-2025 Stern went political. “I hate the people who voted for him,” he said about Trump supporters. “I think they’re stup*d. I do. I’ll be honest with you, I have …
The thing is in a Ponzi scheme, BTC will keep climbing as new investors/retail keep buying it up until whales like Blackrock start distributing and unloading, then everyone heads for the exit. That would get Saylor margin called and liquidated, BTC is going to flush HARD — Showmeyourcrits (@Showmeyourcrit1) August 3, 2025
“If we get anything more than zero tariffs, then the only thing we negotiated was the price of our humiliation.” Mark Carney says he will only accept a best deal for Canada. So what does a “best deal” look like? If we get anything more than zero tariffs Then the only thing we negotiated was …
The new Naked Gun reboot starring Liam Neeson is getting rave reviews and super high scores from critics. It is being called 2025’s funniest movie. “Liam Neeson’s Naked Gun Revival Scores 100% on Rotten Tomatoes”—critics say it delivers nonstop jokes that work.https://www.thecinemachina.com/2025/07/30/liam-neeson-naked-gun-comedy/ Reviewers call it “[It] delivers a cavalcade of gut‑busting jokes and gags that …
More than a decade ago, Intel led the charge to fund extreme ultraviolet lithography. They handed ASML over $4 billion in equity and R&D support. TSMC and Samsung followed with smaller checks. By 2015, ASML had working EUV machines and was ready for mass deployment. Intel flinched. They said the tools were too experimental, too …
Stellantis just confirmed what trade hawks have been waiting for. The company posted a €2.3 billion net loss for the first half of 2025. That’s $2.7 billion gone. The trigger wasn’t vague. It was tariffs. The United States Reciprocal Trade Act went live in April. It authorized 25% duties on imported vehicles not built inside …
Once again as geopolitical tensions escalate, crypto is getting hit hard. pic.twitter.com/BQ7lNpuacr — Markets & Mayhem (@Mayhem4Markets) June 21, 2025
Moody’s Chief Economist Mark Zandi is warning that hard economic data is beginning to show clear signs of financial stress. The numbers are revealing weaknesses across multiple sectors, raising concerns about the stability of the economy. This is not just a theoretical concern. Businesses, consumers, and markets are feeling the pressure. Consumer spending is losing …
Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) May 7, 2025 When Powell …
And now, it is showing up in the hard data. Credit card transactions began falling in a highly unseasonal manner in the last week of April. Spending slows down, layoffs speed up. It’s just that simple. pic.twitter.com/I7zBVDie5u — Spencer Hakimian (@SpencerHakimian) May 5, 2025 Bonds are setting up the ultimate catch-up trade. All the hard …
Man, this is hard to watch. Is this how Kamala Harris wants to make her debut back into the public spotlight? pic.twitter.com/i9Ii9IwQG7 — Townhall.com (@townhallcom) May 1, 2025 This was @KamalaHarris tonight with @2RawTooReal. Very cringe. And she wonders why she lost. pic.twitter.com/mRfeynlkxp — Laura Loomer (@LauraLoomer) May 1, 2025 🚨 LMAO! Tim Walz says …
Gen Z shifted hard towards Trump. 84 of 88 major college campuses saw 18–24 year olds shift right from 2020 to 2024, by an average of 11 points. pic.twitter.com/TDlcooXZcX — Zachary Donnini (@ZacharyDonnini) April 30, 2025
It’s hard to get excited about the rally in equities when Dow Transports look like this. 👇🏼 pic.twitter.com/fVnd7juFbL — Kalani o Māui (@MauiBoyMacro) April 25, 2025 🚨US bankruptcies are rising as if there is a CRISIS: 188 US large companies declared bankruptcy in Q1 2025, the most in 15 YEARS. This is up 35% from …
People who had an unhealthy relationship with smoking, drinking and exercise early in life ended up on the fast track to mental and physical health troubles by their mid-30s, according to a new study by the Laurea University of Applied Sciences in Finland. “Our findings highlight the importance of tackling risky health behaviors, such as …
