Independent thinking for complex markets and current events
by Michael There are all sorts of signs that the relentless pressure that has been causing an enormous amount of stress on our financial system is starting to break things. Do you remember how bad things got in 2008 and 2009 when home prices fell dramatically? Well, as you will see below, it is beginning …
Japan’s debt is a ticking time bomb and the whole world is about to get shredded while everyone pretends zero interest rates fixed anything. You've got to start asking: who's going to pay Japan's debt? Population growth is negative. Aging demographics are overwhelming the working. People aren't starting families. So who wants to buy their …
366 days into Donald Trump’s term The president’s net approval rating is -19%, down 2.0 points since last week. 37% approve, 56% disapprove, 5% not sure Last updated on January 21st 2026 Ayear ago, as Donald Trump was sworn into office for a second time, The Economist predicted that this term would be “more disruptive …
CHINA JUST BROKE THE GLOBAL ECONOMY!! I’ve been analyzing the market for the past 2 days, and something is clearly wrong. There’s huge manipulation happening behind the scenes and it’s getting out of control. No one has noticed it yet, but it’s far more dangerous than it looks. China is flooding its system with liquidity …
The market is junked up on margin debt and teetering like it did in 2000 and 2007, ready to implode on anyone dumb enough to stay in. The increase in #margin #debt has outpaced the rise in the #market, as leverage provides additional buying power. However, while the current level is elevated, it is now …
Verizon’s communications network has suffered a major outage affecting wireless service throughout the US. Mobile phone users from New York to Seattle have lost all cellular service, including the ability to make calls or send text messages. According to outage-tracking website Down Detector, Verizon’s service started experiencing widespread problems just before 12 noon ET on …
Japan was always the endgame https://t.co/Aa2Z1PAwu2 pic.twitter.com/MVzGkZfB1G — zerohedge (@zerohedge) January 14, 2026 THE GLOBAL COLLAPSE IS STARTING IN JAPAN JPY-USD: ALL TIME LOW JPY-EUR: ALL TIME LOW JPY-GOLD: ALL TIME LOW This is a WARNING. You don’t see this in a normal market. Japan is the key domino. When JPY slides like this, it …
They took C$30 billion, locked it up, and are grinning while investors twiddle their thumbs like idiots. BREAKING NEWS: Almost 40% of Canadian Real Estate investment funds are stopping investors from pulling their money out due to the Canadian housing market collapse. pic.twitter.com/L0vKvLy4qZ — Darth Powell (@VladTheInflator) January 12, 2026 Factcheck: Yes, the claim has …
Every warning light is flashing red and Wall Street is still pretending this is just a vibes problem. “The last lender” before the Fed – is it starting to approach critical levels?🛑 JPMorgan’s LCR in Q4 2025 stood at 115%… the lowest level since 2019. And this is after the bank reduced its repo book …
So the government ignored months of warnings and now people are freezing because leftist extremists struck again. BERLIN OUTAGE: The Consequence of Ignoring Leftist Extremism. The German authorities knew for months that the capital’s power network was at risk of an attack by left-wing activists, because plans were laid out in a pamphlet published in August. …
Major dealers are reporting a complete sell out on COPPER inventory. Standard 1oz rounds and 10oz bars are on backorder for 6-12 months. This is the exact same signal we saw before SILVER began its historic rally. Physical demand increases, and the price follows. The Catalyst: Global copper deficit has hit 600,000 tons already in …
Everyone’s ignoring cheap defensives again and history warns this won’t end well. This is INSANE: OpenAI is paying $1.5 MILLION per employee in stock-based compensation to 4,000 workers. This is ~46% of the firm’s projected 2025 revenue. This is 34x higher than the avg employee at major tech companies before they went public. 👇https://t.co/MysjOVDWbj — …
The bigger story is how easily billions vanish without anyone blinking. TRUMP: “MINNESOTA SOMALI FRAUD NOW $18 BILLION… CALIFORNIA IS WORSE, ILLINOIS IS WORSE, NEW YORK IS WORSE” Trump revealed that Minnesota’s Somali welfare fraud has doubled to $18 billion during a New Year’s Eve party at Mar-a-Lago, warning that other blue states have even …
🔥SILVER PRICE IN TOKYO HITS $130/OZ!!!🔥 TOKYO PRICE, WALL STREET LIE "Silver at $130 in Japan, $106 in Kuwait, $97 in Korea, and “$71” on Western screens is not a market; it is a confession. The numbers read like a crime scene diagram: in the real world where bars change… pic.twitter.com/A9xuhtNd0K — SilverTrade (@silvertrade) January …
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 …
This was predictable a couple of years ago pic.twitter.com/OaZi1OeAsV — Northstar (@NorthstarCharts) December 24, 2025 Crypto hedge funds are on pace for their worst year since the 2022 crypto winter.@sidcoins pic.twitter.com/agSizaReHb — Daily Chartbook (@dailychartbook) December 24, 2025 *SPOT GOLD HITS $4,500 AN OUNCE FOR FIRST TIME pic.twitter.com/9heNqnCQJC — Investing.com (@Investingcom) December 24, 2025
(Bloomberg) — Copper hit a fresh all-time high above $12,000 a ton as severe mine outages and trade dislocations linked to US President Donald Trump’s tariff agenda put the crucial industrial metal on course for its biggest annual gain since 2009. Prices rose as much as 2% to $12,159.50 a ton on the London Metal …
https://www.youtube.com/watch?v=Pgl63uZje34
All this cash flying around and Bitcoin still tanks. The markets are clearly not buying the Fed’s or Treasury’s happy talk. Liquidity everywhere but risk assets shrug and slide anyway. This is the kind of week that makes you wonder who is really in control. 🇺🇸 Fed bought $23.13 billion in T-bills this week. 🇨🇳 …
U.S. Economy: Labor Market Takes a Walk 🚶♂️ • U-3: 4.6% 📈• U-6: 8.7% ⚠️• Retail sales: flat (real spending negative w/inflation) 🛒 • Rates 📉 — labor still 📉 •Gold & Silver 📈How to position your portfolio as growth slows. The latest 👇https://t.co/Gnenu1VSZt pic.twitter.com/4fPSfnOAFn — The Coastal Journal (@1CoastalJournal) December 16, 2025 The US …
BofA’s dropped a bombshell warning—and it’s unfolding NOW! Yields spiking, liquidity drying, buybacks blacking out in days. CTAs poised to dump S&P to 6100, overbought tech wreck incoming—crude, HY bonds, crypto all flashing red!
THE THERMODYNAMIC RECKONING Oracle just lost $35 billion in market cap. In 48 hours. Wall Street thinks this is an earnings miss. It is not. This is the first domino. What happened on December 11 was not a revenue shortfall. It was a confession. Oracle revealed 57 percent of its $523 billion backlog depends on …
POLL: TRUMP’S APPROVAL FALLS ON ECONOMY AND IMMIGRATION A new AP-NORC poll shows President Trump’s approval rating dropping to 36%, down from 42% in March. Support for his economic policies fell to 31%, the lowest recorded in any AP-NORC survey of his terms. Approval on crime… — *Walter Bloomberg (@DeItaone) December 11, 2025 AP/NORC – …
🔴HOLY COW: Japan’s regional banks’ unrealized losses on their domestic bond holdings hit a RECORD -¥3.3 trillion in Fiscal Q2 2025, ending September 30. This marks a ¥500 billion surge over Q1. As Japan’s government bond yields rise their value drops, and as a result, paper… pic.twitter.com/aJWWRcUCOo — Global Markets Investor (@GlobalMktObserv) December 5, 2025 …
The 30-year just broke out of its 3-month range. If it keeps rising, it may turn from a range bounce into a rising trend. US 10-year bond yield is set for its biggest weekly gain since June 2025. Despite Fed cutting rates, 10-year bond yield is above 4%. Not a good sign for risk-on assets. …
Japan’s 10-year JGB yield touched 1.917% on Thursday the highest level since 2007. It’s basically the market’s way of signaling that investors aren’t fully convinced about the Bank of Japan’s current policy path. The BOJ is stuck between two bad options: Raise rates further: yields likely push even higher, tightening conditions at a time when …
CNN: "For the first time in 4.5 years, gas prices are averaging $3/gallon nationally." "We've got TWENTY states across the country where the average is actually less than $2.75/gallon." 🔥 pic.twitter.com/MzOvbMUfiG — Rapid Response 47 (@RapidResponse47) December 1, 2025 Drivers are getting some relief at the pump, with the average price of a gallon of …
THE SNEAKER MARKET JUST COLLAPSED – AND NOBODY KNOWS WHY A sneaker shop owner says the entire market “died overnight.” And the numbers are insane: • Shoes that were $500–$600 now won’t move at $300 • Jordan 1s sitting for $90 • Dunks and GRs gathering dust • Even HEAT priced under retail isn’t selling …
via EricThompsonTech Why YSK: Most people think anxiety comes only from big life problems, but a lot of stress today comes from tiny, constant spikes of stimulation. Your brain never gets a chance to rest because it’s always reacting to: notifications quick videos/reels rapid scrolling random messages constant switching between apps Every tiny spike trains …
