Independent thinking for complex markets and current events
March 20 (Reuters) – United Airlines (UAL) CEO Scott Kirby said on Friday the airline will cancel about 5% of this year’s planned flights in the short term, as jet fuel prices surge due to the Middle East conflict. “If prices stayed at this level, it would mean an extra $11 billion in annual expense …
Mamdani’s city-run preschool expansion will leave parents with no other choice https://t.co/xfBsDJayVS pic.twitter.com/LvnVvqjMVU — NY Post Opinion (@NYPostOpinion) March 16, 2026 Mayor Zohran Mamdani’s drive to expand “free” (city-run, taxpayer-funded) preschool programs is already squeezing private-sector providers, suggesting this “transformation” is more about a government takeover of the sector than anything else. Consider the private …
He literally ran on 'tax the rich, NOT you', now his 'last resort' is a 9.5% property tax hike hitting over 3 million regular NYC homeowners & renters to plug a $5.4B hole. the bill always lands on the middle class. pic.twitter.com/csS7ECi3Z7 — Bil@l Ahm@d (@bili_butcher) February 20, 2026
ALBANY, NEW YORK: New York City Mayor Zohran Mamdani is standing firm in his push to raise taxes on wealthy residents, arguing that the city’s soaring cost of living leaves him little choice. Speaking to state lawmakers, Mamdani said the “why” behind his proposed tax hike is simple: New York is already the most expensive …
BREAKING: MAYOR ZOHRAN MAMDANI SAYS NEW YORK CITY IS FACING A “FISCAL CRISIS ON THE SCALE OF THE GREAT RECESSION” pic.twitter.com/fbpDCgyhnr — Insider Paper (@TheInsiderPaper) January 28, 2026 Mamdani says New York City must drastically hike taxes on rich to fill $12 billion deficit Here comes the socialism #MacroEdge — MacroEdge (@MacroEdgeRes) January 28, 2026
This new model is different. By linking margin requirements to notional value, the CME has effectively introduced a self-adjusting mechanism: as prices rise, collateral requirements automatically increase. The higher gold and silver go, the more collateral shorts must post. That means: Shorting metals just got way more expensive. Overleveraged paper traders get squeezed faster. Forced …
Everything’s lining up for a Q1 shock. THE YEN PARADOX 82,640 contracts betting against the yen. Second highest since July 2024. The Bank of Japan just confessed this morning they have barely begun. After hiking to a 30 YEAR HIGH at 0.75 percent, the yen did not strengthen. It collapsed to 157.77. Finance Minister Katayama …
🚨BREAKING: Bank of Japan is planning to hike rates on the December 19th meeting. Bloomberg reports that some internal sources say the BOJ is planning to even do more rate hikes in 2026. This is the reason behind the massive dump we are seeing in the market today. pic.twitter.com/DrdTzaQZ0M — Bull Theory (@BullTheoryio) December 12, …
The father of the three young children who were rescued from Big Cottonwood Canyon after being reported missing in October now faces multiple felony charges related to child abuse. Micah Zephan Smith, 31, was arrested on Tuesday, more than a month after he and the three children were found in Big Cottonwood Canyon. He was …
“BOJ preps markets for near-term hike as weak yen overshadows politics” “….the latest hawkish BOJ signals are enough to remind markets of the dangers of assuming the bank will keep interest rates low for long. “You have markets that believe (Takaichi) will strong-arm the Bank of Japan into keeping rates lower for longer…(but) I am …
Comparison: 2020 (COVID crash): ~610 large bankruptcies. 2021: ~400. 2022: ~450. 2023: ~500. 2025 YTD: 655 already. (Reuters) -Large U.S. corporate bankruptcies are on pace to hit their highest level in 15 years, S&P Global data showed on Thursday, underscoring mounting stress across corporate America at a sensitive time for public market investors. Total bankruptcy …
So it's the low IQ people who have all the money. Interesting thesis, doctor. — Rich Henry (@agmethod75) November 4, 2025 If you earn 10M/yr, 2% of which is 200k, and you invest that money each year at 4%, you will end up with almost 30M extra dollars in 10 years. 7% at 20 years …
“Trillions of dollars is coming in from tariffs.” – Trump https://www.msn.com/en-us/money/markets/trump-says-his-tariffs-collected-trillions-in-revenue-so-far-here-s-the-real-figure/ar-AA1KoVft Yeah. The largest tax hike in American history. Tariff imports are a tax on Americans. Now they’re thinking about taxing exports too. Insane. 🔴 US Treasury Secretary Bessent floats rolling out export tax to more industries – FT. — FinancialJuice (@financialjuice) August 13, 2025 …
$UNH has filed for 26% increase in ACA rates for the next year. Even $OSCR filed for 21% increase. Healthcare companies are set to see a V-shaped margin recovery next year. It’s currently the cheapest S&P 500 sector at 16 times earnings.$UNH $ELV $OSCR $CNC $CI pic.twitter.com/TNVe6EpqqU — Oguz Erkan (@oguzerkan) August 13, 2025 https://twitter.com/longoption/status/1955331322852876338 …
Insurance so pricey you might as well choose eviction over illness. Told ya. More and more Americans are going to either ditch health insurance or become homeless. This is what happens when the dollar is destroyed by endless fiat currency printing, which continues unabated under Trump. The American people are being impoverished. https://t.co/dM6c8VHuhm — HealthRanger …
American Eagle stood strong against woke critics after its recent ad with Sydney Sweeny caused a stir. The company made it clear it would not give in. People said the ad pushed old beauty ideas. American Eagle said it was about jeans and style, not about genetics or politics. Even with the fuss, the brand’s …
AMD just pulled the pin. The MI350 chip, previously priced at $15,000, is now selling for $25,000. That’s a 67% jump. HSBC analysts say the chip now rivals Nvidia’s Blackwell B200 in performance. The MI355X variant, launched in June, is already shipping to Tesla and OpenAI. AMD’s 2026 AI chip revenue forecast was revised from …
After months of speculation about what duties will be implemented, we are finally starting to fully see the impact of tariff policies in the government cashflows data. Today the blended rate stands at around ~17.5%. pic.twitter.com/94MZRJOiFj — Bob Elliott (@BobEUnlimited) June 2, 2025 The treasury daily statement gives insight into the duties collected in pretty …
CA gas tax scam exposed: 65¢ hike as roads crumble. Dems killed SB 2 relief bill. $1.28/gal in total taxes = $15.36 stolen on 12-gal fill-up. Sacramento's answer? Rob working families, protect bloated bureaucrats. — Watch DOGE (@dogeai_gov) May 17, 2025
Right now, the House proposal fails to meet the moment. It does not meaningfully change spending (Medicaid expansion to able bodied, IRA subsidies). Plus many of the decent provisions and cuts, don’t begin until 2029 and beyond. That is swamp accounting to dodge real savings. pic.twitter.com/fSCX7y1UAX — Chip Roy (@chiproytx) May 15, 2025 Rand Paul …
The UK "deal" announced yesterday largely had the same terms as on Liberation Day and the "Pause" – the 10% across the board remained largely in place.https://t.co/aFLgc18ZBO — Bob Elliott (@BobEUnlimited) May 9, 2025 As @petereharrell noted the other details were pretty irrelevant. UK steel exports to the US are ~0.5bln, the UK didnt give …
“It seems to go against everything Donald Trump has ever believed in.” “Pretty unbelievable to be honest.” The 40% tax rate trial balloon floated by anonymous White House staffers is not going over well with conservatives. Sean Hannity of Fox News Channel has the largest radio show audience in America with more than 16 million …
China secretly bought 50 tonnes of gold in February… PBOC reported just 5 tonnes — real number 10x higher, per Goldman Sachs… China reported 5 tonnes of gold purchases in February (160k oz per PBOC).China actually bought 50 tonnes of gold in February (per GS) pic.twitter.com/oQifGszNcQ — zerohedge (@zerohedge) April 13, 2025 Goldman Sachs upgrades …
BREAKING: The S&P 500 collapses as President Trump says he will impose an ADDITIONAL 50% tariff on China on April 9th if China does not withdraw their 34% tariff on the US by April 8th. Including Trump's "reciprocal tariff" of 34%, that's total tariff hike of +84% on China set… https://t.co/eHUSx7YjTq pic.twitter.com/4ZnDMTumKq — The Kobeissi …
Sen. Rand Paul has a reputation for forcing his GOP colleagues to take tough votes, and he’s already got a zinger in mind as the Senate prepares for another all-night “vote-a-rama” on Friday. Before Senate Republicans can adopt their revamped budget framework, the Kentucky Republican plans to offer just one amendment: a proposal to substantially …
What’s 220% debt to GDP between friends? pic.twitter.com/X1bib2HHmn — MacroEdge (@MacroEdgeRes) March 28, 2025
https://www.msn.com/en-us/money/realestate/78-000-california-condo-owners-to-see-major-insurance-rate-hike/ar-AA1ycRiX Starting in April, Allstate will raise its average rates for condo insurance by 30%, according to a filing with the California Department of Insurance. Allstate’s approximately 78,000 condo insurance customers in the state can expect to see their rates change at the first renewal date following April 1, the filing shows. Some may see their rates …
https://twitter.com/leadlagreport/status/1884047245156171889 Breakdown of how the Bank of Japan’s rate hike impacts costs globally, especially due to the yen carry trade: Global asset markets Investors who borrowed yen to invest in higher-yielding foreign assets may reduce exposure or sell assets to cover higher borrowing costs. This could lead to declining stock prices, reduced demand for riskier …
The BOJ is stuck in a vicious cycle: – Ultra-low rates fuel the yen carry trade.– Rising global rates drive yen depreciation.– Depreciation forces intervention, depleting reserves. How long can Japan sustain this balancing act before the market breaks it? — Lukas Ekwueme (@ekwufinance) January 21, 2025 The JGB-US Treasuries spread is nearing a critical …
