Independent thinking for complex markets and current events
Trump’s second term isn’t a repeat of the first. It’s an expansion of power that moves quietly while the noise of rallies and courtrooms fills the air. Beneath that noise, a new kind of federal force is taking shape — one that operates without oversight, without public transparency, and without restraint. According to ProPublica, Trump’s …
First Brands BANKRUPTCY shakes credit markets: The collapse WIPED OUT $4 billion in leveraged loans held across ~80 CLOs from PGIM, Franklin Templeton, Blackstone, and others. The sudden failure is a major warning for the broader credit market and leveraged loan sector… More corporate failures to come? ⚠️First Brands BANKRUPTCY shakes credit markets: The collapse …
Something broke again in the banking system today. The headlines say regional banks fell because of a few bad loans. That is not the real story. Zions Bancorporation confessed to a $50 million loss on two California loans, and Western Alliance collapsed 11% after admitting it was suing a borrower for fraud (Yahoo Finance, Star …
DSCR loans are quietly reshaping neighborhoods. In Baltimore, investors bought hundreds of homes at inflated prices using hard money loans, and dozens of lawsuits are surfacing. Every home taken this way displaced families who had been saving for years. Prices jumped, rents rose, and foreclosures followed. If the same behavior is happening in other cities, …
https://twitter.com/SilvioVassalli/status/1976274291399541058 Oops! 👇🏼 https://t.co/jvblybqt9n pic.twitter.com/1i3dLKnzQB — Kalani o Māui (@MauiBoyMacro) October 9, 2025 “The Debtors estimate that they have between $10 billion and $50 billion in liabilities.” — Chapter 11 Voluntary Petition, Southern District of Texas Bankruptcy Court https://restructuring.ra.kroll.com/firstbrands/Home-Index “While the official filing lists liabilities between $10 billion and $50 billion, several creditors now fear …
Everyone’s chasing the next Nvidia but Buffett’s old playbook might win again. Goldman: “Not a bubble, just a very expensive balloon tied to 5 companies and a prayer.”Translation—diversify before the pin shows up wearing a recession. — TradingPulse X (@TradingPulseX) October 8, 2025 Here is an interesting fact about the DotCom bubble collapse from 2000 …
Gold is exploding to new all-time highs. The media is finally paying attention. But ask yourself: is it too late to buy gold? Or are we just seeing the beginning of something far more seismic? Is the new bull market in gold and silver just getting started? In this compelling interview, Jim Puplava sits down …
James O’Keefe’s latest undercover sting involved a set-up “date” with DOJ Deputy Chief Joseph Schnit, who admitted on camera that they Epstein files will be redacted to shield Republicans while leaving Democrats exposed. He also confirmed Ghislaine Maxwell’s cushy prison transfer violated Bureau of Prisons policy, implying she’s being rewarded for keeping quiet. Jimmy and …
They were already inside. Hundreds of FBI agents moved through the January 6 crowd. They mingled with protesters, watched from behind barricades and even entered the Capitol. They did it without uniforms, without disclosure, and without public accountability. For years the number was hidden under vague testimony and redacted memos. Now it has surfaced. Congressional …
The Fed is quietly walking a knife’s edge and everyone will feel it soon. Quantitative tightening emptied the ON RRP cushion, leaving banks exposed the same way they were in 2019, and that means every Treasury move now hits reserves directly. Marginal dollars will bounce between TGA and reserves with almost no buffer, creating shocks …
WASHINGTON (Reuters) -U.S. officials say solar-powered highway infrastructure including chargers, roadside weather stations, and traffic cameras should be scanned for the presence of rogue devices – such as hidden radios – secreted inside batteries and inverters. The advisory, disseminated late last month by the U.S. Department of Transportation’s Federal Highway Administration, comes amid escalating government …
They keep telling you the housing market is “stable,” but stability does not require this much scaffolding, this much manipulation, this much concealment, and the louder the reassurances become, the more you should question what exactly is being hidden under the floorboards. Nearly 70% of FHA borrowers now carry debt to income ratios that would …
So we’re all funding our eventual replacements?! Awkward. Energy Costs are Rising. Trump and Big Tech Are to Blame In a stunning statement last week, U.S. Energy Secretary Chris Wright said Republicans are “going to get blamed” for soaring energy prices. I hope he’s right. On the campaign trail, President Donald Trump vowed to cut …
Housing is the foundation of the economy, and when it starts tipping downward, jobs, banks, and local economies feel it immediately. Hidden delinquencies in mortgages and corporate loans mean that a correction could hit like a hidden avalanche, catching lenders, investors, and homeowners off guard. This is a warning that the financial system may already …
Your $200 AI app secretly throws money at everyone else before reaching OpenAI. Unless you as a user are miraculously comfortable paying $1k for the AI app The only thing propping up AI is VC funding No VC funding:The AI application layer is unprofitableThe LLM layer is unprofitableThe compute layer is unprofitableThe GPu layer is …
EU regulators are coercing US platforms to censor American speech. The Digital Services Act (DSA) threatens fines up to 6% of global revenue unless companies rewrite moderation policies worldwide. The House Judiciary Committee’s July 2025 report confirms it. The European Union's Digital Services Act (DSA) claims to target only harmful content in Europe, but our …
BREAKING: NYT JUST DROPPED BOMBSHELL EPSTEIN MANSION PHOTOS AND DOCUMENTS New photos from inside Jeffrey Epstein’s 7-story Manhattan lair reveal exactly how he entertained the world’s most powerful people while hiding cameras in his bedroom. The entrance? Lined with dozens of prosthetic eyeballs. A sculpture of a bride clutching a rope dangled in the main …
Berkshire Hathaway’s cash position is now 30% of their total assets, the most in history 🚨 Probably Fine? pic.twitter.com/ILr70bCct7 — Barchart (@Barchart) August 3, 2025 Berkshire Hathaway’s cash is now 30% of its total assets, the highest in its history. The company holds $344 billion in cash because it sees few good places to invest. …
Dynamic pricing is hitting grocery store shelves. He says he’s watched the prices change Not only do the prices change but they notify you there’s another 10% added at checkout People are already breaking them Bill Gates Microsoft has contracts for these grocery store pricing… pic.twitter.com/HwIzj7vICw — Wall Street Apes (@WallStreetApes) June 13, 2025
The numbers are staggering:— Microsoft: Paid extra $4.8 BILLION in taxes, fired 16,000+ workers— Meta: Cut 21,000 employees (25% of workforce) after "material" tax increases— Amazon: 27,000 layoffs concentrated in R&D teams— Google: 12,000 cuts despite record profits 2/4 — Deedy (@deedydas) June 8, 2025 Tech companies are now incentivized to— Hire more offshore, taking …
https://twitter.com/elonmusk/status/1930703865801810022
WOW 🚨 The Pacific Palisades fire cleanup contractor is not actually cleaning up and removing the debris, they’re just burying the debris on Los Angeles fire victims properties Huge slabs of concrete and more are being buried on people’s properties, which will cost them a… pic.twitter.com/RrqFS3fLli — Wall Street Apes (@WallStreetApes) June 3, 2025 Experts …
Nvidia did the heavy lifting during the market rebound since April. Failure to make new highs at this point means the market is heading down $NVDA pic.twitter.com/NzCOvtlWvo — The Maverick of Wall Street (@TheMaverickWS) June 1, 2025 The unemployment rate for adults aged 22-27 is 5.3% vs the national rate of 4.2%. Historically it’s always …
🚨 JUST IN: Dan Bongino says they’ve discovered an entire ROOM full of intentionally mishandled and hidden evidence from Comey’s FBI “We found it in bags, hiding under Jim Comey's FBI, you're going to be stunned.” Comey’s days as a free man are numbered pic.twitter.com/jfSDCpD5HB — Nick Sortor (@nicksortor) May 29, 2025 FBI Deputy Director …
BREAKING: Jill Biden’s Chief of Staff, Anthony Bernal, allegedly secretly ran the Biden White House, according to bombshell footage released by Project Veritas. — Patrick Webb (@Patrickwebb) May 28, 2025 🚨 HOLY CRAP! David Hogg was caught on hidden camera ADMITTING Jill Biden’s team ran the White House pic.twitter.com/WgWMLUBgM7 Conspiracy theorists were proven right AGAIN! …
“Re the U.S. debt downgrade, you should know that credit ratings understate credit risks because they only rate the risk of the government not paying its debt. They don’t include the greater risk that the countries in debt will print money to pay their debts thus causing holders of the bonds to suffer losses from …
Before the trade war began, American companies sending goods to China paid nothing in tariffs. That was the status quo. Zero tax. A smooth transaction from the U.S. to China. But that clean slate is long gone. Now, any American product sent to China carries a ten percent tax. That includes not just finished goods …
via BossBlunts1: WHY THE CFTC NO-ACTION LETTER MATTERS It allows UBS to absorb toxic Credit Suisse swaps quietly — no clearing or margin requirements kick in. It shields these legacy exposures from public scrutiny. It suggests the risk is so large or complex, that the CFTC believes enforcing margin and clearing rules now could cause …
“Maltodextrin has a glycemic index of 125, while table sugar is only around 60 to 65 — almost double!” “Well, maltodextrin literally sticks — it becomes thick and sticky when wet and forms a layer on the walls of your intestines. As shown in certain studies, this layer becomes a colony of bad bacteria.” “But …