Independent thinking for complex markets and current events
NASA FIRMS satellite data detects an active fire today at the Doha West Power and Water Desalination Station in Kuwait. Imagery shows burn marks and smoke trails across the central section of the facility, with NASA’s heat detection extending to the coastal storage tank area. Doha West is Kuwait’s largest combined power and desalination facility: …
It's clear 99% of the public has no idea what's really going on here. Entire "donation" + more is written off to avoid taxes Bradley Gerstner setup the investment, pumping it back into the S&P $DELL & encouraging parents to invest more at the top of the largest bubble we've seen pic.twitter.com/7gHUkgxYJU — Financelot (@FinanceLancelot) …
This news is totally insane CEOs of Walmart and Amazon want Americans to receive stimulus again. They want it so bad! h/t @LockedUpLarry
When traders bid up the near-term $VIX over the next month’s contract, it means fear is front-loaded; they expect turbulence immediately. That’s exactly what we just saw. The Nov-Dec VIX spread widened significantly, followed by a rapid contraction. This kind of reversal often… pic.twitter.com/wP9DT1pDdN — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) November 11, 2025 This chart …
Chinese cyber group Salt Typhoon may have stolen data on nearly every American. The cyberespionage campaign was global, affecting over 80 countries. Stolen data could let Chinese intelligence track targets via telecom networks—politicians, spies, activists.… pic.twitter.com/NiRZHTHBgD — Lukasz Olejnik (@lukOlejnik) September 5, 2025 The hackers reportedly hit major telecommunications firms, transportation systems, lodging networks, government …
by Michael I am entirely convinced that the “mystery explosions” that we have been witnessing are an indication that the war between Israel and Iran will soon be “unpaused”. Today, the most important newspaper in the United States ran a major story about the “mysterious explosions and fires” that just keep happening all over Iran. If you …
by Michael When prices go up, our standard of living goes down. That is the way that it works. I have been writing quite a few articles about the shortages that the global trade war is going to cause in the months ahead. Without a doubt, they will be extremely painful. But there will also be very …
TSLA is at 271. It was $225 when Tim Walz was so excited about the stock dropping. It was $172 a year ago. Can Democrats do anything right? https://t.co/p7c5OWXCoq — Karol Markowicz (@karol) March 24, 2025
Despite the talk of a glowing economy, U.S. corporations are biting the dust left and right. Learn why this may only be the beginning.
The gold-to-oil ratio just hit its highest level—something that would have sounded like pure fantasy just a few years ago. Mining companies are the ones raking it in right now, and they’re in the driver’s seat as gold prices climb. Gold has surged almost $1,000 an ounce over the last year, while production costs barely …
These patterns don’t just appear for fun. They’re often a sign that sentiment is shifting, and the easy gains might be over. If history repeats, the next move won’t be straight up. According to @sentimentrader, the S&P 500’s one-year #Sharpe ratio has peaked, which historically leads to periods of volatile/moderate returns.@SoberLook pic.twitter.com/pczWEMCacA — Lance Roberts …
The silver squeeze is here. A 12% borrowing fee? That’s the market screaming at shorts to run for cover. There aren’t enough shares to go around, and 47,000 in-the-money calls are set to expire. If you’re caught short, you’re trapped. 🚨 12% SILVER BORROWING FEE. UNPRECEDENTED.This is nature’s way of saying ‘don’t short silver’. pic.twitter.com/E9FgTyKCl5 …
Unbelievable! pic.twitter.com/EPnSaQ3jp4 — zurichstylist (@raestylist) February 6, 2025
(Bloomberg) — Citigroup Inc. expects gold prices to hit a record $3,000 an ounce within three months, with geopolitical tensions and trade wars stoked by US President Donald Trump boosting demand for safe-haven assets. Trump jolted markets with the prospect of tariffs that could slow economic growth, reignite inflation and disrupt global commerce. Investors will …
This is not just a blip—it’s a major sign that the Fed’s liquidity lifeline is running out. If you’ve been paying attention, you know that means tighter monetary conditions are on the way. How long can this go on before the system starts to buckle? The Fed may have to pull the emergency brake soon …
A pretty big miss on JOLTS—7.6 million job openings versus the expected 8 million. That’s not just a rounding error; that’s a clear sign the labor market isn’t as strong as some want to believe. And construction? Job openings are at their lowest since April 2020, back when everything was shutting down. Breaking: JOLTS 7.6 …
The U.S. automakers build, assemble and use parts from Canada and Mexico. GM, Ford and Stellantis shares slammed. Workers load Chrysler minivans at the Stellantis Windsor Assembly Plant in Windsor, Ontario, January 31, 2025. The global economy is bracing for impact as U.S. President Donald Trump’s deadline to impose sweeping tariffs on the three largest …
Several big-name stocks have soared to unprecedented levels, marking a noteworthy day for investors. Here’s a quick rundown of the companies making headlines: Blackrock ($BLK): The asset management behemoth has seen its stock reach new peaks, reflecting strong performance and investor confidence. Google ($GOOGL): The tech giant continues to climb, with its stock hitting impressive …
by Michael Have you noticed that there has been a lot of seismic activity on the west coast recently? According to the Southern California Earthquake Data Center at Caltech, there have been 906 earthquakes in California and Nevada just within the past 7 days. Meanwhile, magma is on the move at Yellowstone, we are being warned that …
😉 pic.twitter.com/TZp20zIqST — Amy Nixon (@texasrunnerDFW) January 26, 2025
DeepSeek, the Chinese AI upstart that dethroned ChatGPT as the most-downloaded free app on Apple’s App Store, has temporarily closed registrations, citing “large-scale malicious attacks” on its services. For now, access is restricted to Chinese customers, raising eyebrows and speculation. The move comes just as DeepSeek’s meteoric rise has disrupted the global AI landscape, sparking …
The momentum’s undeniable. h/t IAmNotAnEconomist
by Michael The past couple of weeks have been really, really strange. On New Year’s Eve, four of the most iconic buildings in the entire country were all hit by lightning. In our political capital, the Washington Monument and the U.S. Capitol were hit. In our financial capital, the Empire State Building and One World Trade Center were …
1. As of today, $ALLY is exiting its mortgage origination business. — Unicus (@UnicusResearch) January 9, 2025 3. Burdened by mortgages made to borrowers with shoddy credit, $Ally began reporting losses in 2007 that reached $10.3 billion in 2009. The U.S. engineered the bailout to ensure that money kept flowing to the auto industry and …
Wholesale egg prices, as tracked by the Urner Barry Egg Index, have reached record highs at the start of the new year. This surge is mostly driven by the ongoing devastating impact of Highly Pathogenic Avian Influenza (HPAI), which has crushed commercial flocks and dented the nation’s egg-laying capacity Three weeks ago, new data from …
Magnitude 7.0 Region WESTERN XIZANG Date time 2025-01-07 01:05:18.1 UTC Location 28.579 ; 87.335 Depth 10 km Distance 195 km NW of Dārjiling, India / pop: 123,000 / local time: 06:35:18.1 2025-01-07 87 km NNE of Lobuche, Nepal / pop: 8,700 / local time: 06:50:18.1 2025-01-07 https://www.emsc-csem.org/Earthquake_information/earthquake.php?id=1753287 M 7.0 – 90 km NE of Lobuche, …
BREAKING: After initially saying NO to receiving deported illegals, the President of Mexico just suddenly announced that she will allow President Trump to use Mexico as a deportation hub, even for non-Mexican migrants. “We will receive them here. We are going to receive them properly, and we have a plan.” It wouldn’t surprise me if …
To start, here's a chart of US credit card serious delinquency rates for subprime borrowers. Subprime credit card delinquencies have risen 7 percentage points in just ~15 months. These borrowers reflect a WHOPPING ~23% of the consumer credit market, according to Fed data. pic.twitter.com/mNUaNwc0GB — The Kobeissi Letter (@KobeissiLetter) January 2, 2025 Meanwhile, US multi-family …
1/ The GTA just hit a mortgage crisis milestone. Delinquency rates (90+ days overdue) have surged 166% since 2022, reaching levels not seen since 2015. pic.twitter.com/Ts3PH0dhHM — Shazi (@ShaziGoalie) January 2, 2025 3/ What does this mean? A rising delinquency rate reflects collapsing market liquidity. Homeowners, unable to sell quickly or profitably, are defaulting instead. …
