Independent thinking for complex markets and current events
🇺🇸 US farmers strained as Iran war sends fertilizer costs surging US farmers are grappling with soaring fertilizer and fuel costs as supply disruptions coincide with the peak of the planting season, forcing many to reduce their usage and risk lower yields. pic.twitter.com/YqKWm6OySO — AFP News Agency (@AFP) April 15, 2026 🚨 Fertilizer Prices Rise …
Yamaha pulling out of California after half a century: HQ headed to Georgia https://t.co/4K0heOFWaA pic.twitter.com/8V81XKXsNz — New York Post (@nypost) March 10, 2026 After nearly 50 years in Orange County, Yamaha Motor Corp. USA is packing up its headquarters — trading Cypress, California for Kennesaw, Georgia in a sweeping corporate shift that will impact about …
lol. pic.twitter.com/pFOutDbzEE — Count Biffur (@CountBifur) February 24, 2026 This has very little, if anything, to do with the sitting president. — Martin (@MerelyASaint) February 24, 2026 so yeah, time to reread this from March 2023: AI Will Lead To 300 Million Layoffs In The US And Europe https://t.co/iav1uCy07u pic.twitter.com/y5WjW2sPao — zerohedge (@zerohedge) February 23, …
Authored by Mike Shedlock via mishtalk, There are huge flaws in the Section 122 tariff idea. An appeals court has already invalidated Section 122 tariffs now imposed by Trump. Two New Issues Balance of Payments (discussed in detail below) Unusual and Extraordinary Threat (obviously nonexistent) The statutory requirement for Section 122 is “Large and Serious …
An eye-opening and massive number of C-17 Globemaster military transport and cargo planes have been observed heading to Europe and the Middle East, in what some monitors have forewarned looks like the build-up to major war in Iran. One regional watcher and pundit commented in response: “112 C-17s are in or on their way to …
“Pincers of Death” Closing in on Iran: Israeli Hospitals Prepare for “Nightmare Scenario,” and CENTCOM Commander Arrives in Jordan to Oversee “Zero Hour.” – Talal Nahle Based on the latest NOTAM file (10:33 GMT – 14:03 Tehran time), there are no new changes. The file remains completely “frozen,” and the critical NOTAM (A0285/26) regarding the …
Tankers massing toward Morón is classic pre positioning. 🇺🇸U.S. AIR FORCE TANKERS ARE HAULING ASS ACROSS THE ATLANTIC RIGHT NOW A bunch of KC-135R Stratotankers just reportedly blasted off from California and Maine, streaking east over the ocean. Trackers show several heading straight for Morón Air Base in Spain. Source:… pic.twitter.com/9tQzGvJvZ6 — Mario Nawfal (@MarioNawfal) …
Hundreds of Border Patrol officers are mobilizing to bolster the president’s crackdown on immigration in snowy Minneapolis, Homeland Security Secretary Kristi Noem said Sunday, as tensions between federal law enforcement and local counterparts flare after an ICE-involved shooting last week left a mother of three dead. MORE: https://abc7.la/4pzYbbW
LOS ANGELES (KABC) — An atmospheric river is arriving in Southern California for Christmas, bringing heavy rain with the possibility of flash flooding and a drop in temperatures. The very large atmospheric river — nicknamed the “Pineapple Express” since it’s coming from Hawaii — is set to arrive on Tuesday afternoon, with rain picking up Tuesday …
Michael Burry warns the U.S. might be headed towards full nationalization of the Bond Market 🤯👀😱 pic.twitter.com/Enwbs6ZFnS — Barchart (@Barchart) December 12, 2025 10Y 4.2 Powell is fuming — Don Johnson (@DonMiami3) December 12, 2025 10 year yield right back up to 3 month highs despite the Fed announcing t-bill QE. The bond market is …
“The company behind Donald Trump’s social network Truth Social has lost more than $400m (£305m) on its stash of Bitcoin as the price of the cryptocurrency plunges in a trillion dollar market sell-off. Trump Media & Technology Group held more than 11,542 Bitcoin at the end of September, according to its latest financial statement. These …
If you need $3 trillion in debt to keep the dream alive, it’s not a dream anymore. This is why people have grown increasingly worried about the financing behind AI over the past few months: bond issuance has surged since September, and global financing of data centers is expected to balloon to almost $3 trillion …
Finally some movement, but let's not forget this is just the start. We need strong leadership to truly bring relief and avoid this mess again. — rowdyamerican (@rowdyamerican69) November 12, 2025
by Anonymous Coward US consumer sentiment is collapsing: The University of Michigan's Consumer Sentiment Index fell -3.3 points in November, to 50.3, the 2nd-lowest in history. This significantly missed expectations of 53.0 points and marks the 4th consecutive monthly decline. Current conditions… pic.twitter.com/1htEqmvRsu — The Kobeissi Letter (@KobeissiLetter) November 8, 2025 Everyone is figuring out …
This is going to be worse than ’08. Foreclosures are ticking up. Some real carnage under the surface of this market Fast food and QSRs, home builders and home improvement, car sellers and lenders, payroll software, payment processors, private equity all quietly breaking down Probably nothing — Ross Hendricks (@Ross__Hendricks) September 30, 2025 The market …
Don’t worry, we got a 0.25 basis cut last month. That will fix everything. ADP PRIVATE PAYROLLS COMES IN AT -32K JOBS VS +51K EXPECTED first time since 2020 for two consecutive months of negative private payrolls — amit (@amitisinvesting) October 1, 2025 Gold futures headed higher after the government shutdown begins: https://t.co/vXkwFulwUp — Reef …
The woman you see above might look as real as any other human, but she’s not. She’s actually an artificial intelligence-generated actress named Tilly Norwood who, after a short time on the scene, has sparked interest among talent agents who are keen to hire her. As such, she’s been hailed as ‘the next Scarlett Johansson …
JUST IN 🚨: Japan 10-Year Bond Yield hits highest level since the Global Financial Crisis 🤯👀 pic.twitter.com/tYCu25ZL7R — Barchart (@Barchart) September 26, 2025 Bitcoin Major trend breach. This not good.This very bad. pic.twitter.com/zdp0u6thRk — The Great Martis (@great_martis) September 26, 2025
That’s right … more than 4. All headed near. At approximately between the end of September all the way through to mid-November. Some are saying there are more on their way too. Something weird is definitely going on! I have a network of people who are doing different areas of research, got this update this …
the housing market in canada is incredibley expensive, I saw a house in a rural area about 10 mins out of town. A house in a 20 acres with five bedrooms, five bathrooms. THE asking price is 1.5 million dollars the real estate showed the mortgage of 7000 to 8000 a month, holy… — Up …
Dow Theory Crash Indicator: Every single major crash over the last 100 years had the exact same setup: DJIA hit a new high, but the transports failed to do the same (1929, 1937, 1966-1975, 1987, 2000, 2007, 2020). And when transports fail to confirm the DJIA high, the wheels come off the equity bus and …
Earlier this morning, on my Orders, U.S. Military Forces conducted a kinetic strike against positively identified Tren de Aragua Narcoterrorists in the SOUTHCOM area of responsibility. TDA is a designated Foreign Terrorist Organization, operating under the control of Nicolas Maduro, responsible for mass murder, drug trafficking, sex trafficking, and acts of violence and terror across …
“It’s a retail darling… I like Alex Karp, I like his politics, I like him as a person… But even if Palantir was the greatest company ever created and you slapped the highest possible multiple on it, the stock is still trading above that. It has gotten absurd.” https://www.benzinga.com/trading-ideas/short-ideas/25/08/47107749/gamestop-short-seller-andrew-left-is-taking-on-retail-investors-again-now-says-palantir-stock-is-beyond-overvalued “You cannot be a big data …
The Department of Homeland Security will “flood” New York City with ICE agents after the City Council blocked federal law enforcement agencies from opening an office in the city’s jails. FOX 5 NY’s Morgan McKay has the details.
LMFAO!!!!!!!!!!!!!! NAR: What’s Next for the 2025 Housing Market? November 11, 2024 https://t.co/3yI4Z3dBvl pic.twitter.com/Qnvqy0VFeT — Darth Powell (@VladTheInflator) June 2, 2025 30-Year Real Rate jumps to 2.8%, the highest level since the Global Financial Crisis 🚨🚨 pic.twitter.com/HJI1TCHrsN — Barchart (@Barchart) June 2, 2025
Blue Origin is taking a star-studded crew of six female passengers to the edge of space on Monday in one of the most closely watched suborbital space tourism missions in years. The flight will last about 10 minutes — carrying the group more than 100 kilometers (62 miles) into the sky and offering a few …
NEW: Bill Maher says Democrats didn’t just flirt with woke—they married it, and now it’s dragging the whole party off a cliff. Maher just dropped a brutal reality check: if Democrats don’t cut ties with the woke cult, they’re finished. “You get a certain amount of cult followers for anything and then the true believers …
If there was ever a “canary in the coal mine” moment for the next housing crisis, it’s that mortgage and insurance giant Fannie Mae maintains a secret mortgage blacklist. The Wall Street Journal broke the news on March 17 that Fannie Mae keeps a blacklist that includes condo associations it believes have too little property …
Trump promises to close loophole—will America be robbed again? 🚨🇺🇸 WALL STREET IS COLLAPSING COMPANIES FOR PROFIT—AGAIN Joann’s, Party City, Big Lots—profitable stores, but all going bankrupt. Why? Because Private Equity loaded them with debt they knew they couldn’t survive. They call it “back floating rate debt”—adjustable-rate loans… pic.twitter.com/atsndgOeHk — Mario Nawfal (@MarioNawfal) March 17, …
BREAKING: Marines arrive at the US border 'to secure America' – White House pic.twitter.com/8ZjAkCT9KO — Insider Paper (@TheInsiderPaper) January 24, 2025 Reports that Elements of the U.S. Army’s 82nd Airborne Division are preparing to deploy to the U.S-Mexico Border.. The 82nd Airborne's 3rd Brigade Combat Team is preparing to deploy to the southern border, three …