Independent thinking for complex markets and current events
Cancel culture has now spread like a pandemic through the highest levels of society, but it looks about to get a lot meaner and more intrusive into your very livelihood and family security. by David Haggith I only have to look back to the Biden years to remember when Republicans/conservatives were united against “cancel culture,” …
Authored by Mike Shedlock via mishtalk, A Gallup poll shows the percentage of Americans saying college is “very important” has fallen to 35% Please note The Perceived Importance of College Hits New Low Americans have been placing less importance on the value of a college education over the past 15 years, to the point that about …
Iron Ore Hits Six-Month Highs Despite UBS Calling It "Least Discussed" With Investors https://t.co/Beue6dTikp — zerohedge (@zerohedge) September 10, 2025 Singapore iron ore futures have perked up over the past week, extending gains into a sixth straight session and approaching a six-month high as signs of revived Chinese demand emerge into the tail end of …
by confoundedinterest17 US Q3 GDP fell slightly in Atlanta Fed’s GDPNow latest revision to 3.0% from 3.5% last week. The source of the decline in GDP? Equipment investment fell to 8.9. From 11.7. Hard to sustain high levels of equipment investment. On a related note, office CMBS just hit all-time high. Yes, higher than the …
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 …
The AI frenzy is setting the stage for a systemic financial implosion. Investors pouring billions into a technology that cannot deliver will leave banks, pension funds, and retirement accounts exposed. When the illusion of growth shatters, markets could crash, credit could tighten, and unemployment could spike as companies realize their AI investments are worthless. For …
The economy just got punched. $31 billion in tariffs hit in a single month. August didn’t end in prosperity or surplus. It ended in extraction. Every dollar was drained from consumers and corporations, funneled straight into the Treasury’s vault. The machinery of wealth didn’t grind forward, it was siphoned sideways. Importantly, tariffs are being paid …
Truflation has been arguing that inflation is a non-problem and calling for the Fed to cut rates (below). But their latest readings are flashing a yellow to red flag on inflation. August 4th is labeled. It was 1.65%. Today it is 2.31%, a considerable increase of 0.66% in less than a month. And, as the …
How far will the world go to push back against Trump’s tariffs? Trump killed the de minimis exemption, the rule that let millions of low-value packages enter the U.S. duty-free. Effective August 29, the exemption vanished. And with it, the patience of 25 nations. https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-is-protecting-the-united-states-national-security-and-economy-by-suspending-the-de-minimis-exemption-for-commercial-shipments-globally/ Australia Post stopped accepting parcels to the U.S. Japan Post …
France is cracking under its own weight. Debt has surged past €3.35 trillion, more than 114 percent of GDP. The government’s answer is €5 billion in emergency cuts scraped from unspent funds and health insurance. “France faces €5bn in fresh cuts as debt balloons to record high” RFI The cuts are theater. The deficit is …
The fertility rate for England and Wales has fallen for the third year in a row to reach a record low, figures show. The total fertility rate across both countries, meaning the average number of live children women can expect to have across their child-bearing life, stood at 1.41 in 2024, down from 1.42 in …
Chinese 🇨🇳 commercial banks including China Minsheng Banking and Huaxia Bank are tightening oversight of clients using credit cards to fund stock investments as retail investors pile into the nation’s $1 trillion market rally this month. Banks warned that credit card funds and cash advances can’t be used for investments with violations leading to canceled …
A $1 billion gold trade, history’s largest, snakes through a dark pool, veiled from the eyes of the honest. This isn’t just money moving; it’s a theft of hope, a barricade built by the elite to shield their wealth as the system buckles. They’re preparing for a collapse they won’t name, hoarding gold while the …
The penalty is real. The tariffs are live. At 12:01 a.m. EDT, the Trump administration doubled duties on Indian goods, jumping from 25% to 50% and hitting more than half of India’s exports to the United States. The White House cast the move as punishment for India’s continued purchases of Russian oil, framing every barrel …
A staggering $6.4 trillion in U.S. debt comes due by the end of 2025. As foreign central banks flee treasuries and inflation surges, the Fed’s last resort could quietly destroy your purchasing power. Who will bail out America this time?
https://t.co/Apd6TKSJQY here is the full story in detail! — StockMarket.News (@_Investinq) August 25, 2025
BREAKING: The newly appointed Lieutenant Governor of Florida, Jay Collins, has been championed as anti-woke and DEI — but documents show he was the face of an organization with mandated DEI training and an expansive DEI policy, which went as far as to be applied to contractors, employees and promotions since 2020 Florida’s new ‘anti-woke’ …
Cold beer on a Friday night? Maybe non-alcoholic. Only 54% of drinking-age Americans consume alcohol today, according to a recent poll from Gallup, the lowest proportion since the survey began in 1939. Even those who do drink are partaking less, by a factor of nearly half. The US is drinking less, and cultural connotations around alcohol …
BREAKING – CHICAGO IS NEXT: It’s official, President Trump will SURGE federal resources and/or National Guard to the blue crime-infested city of CHICAGO after the mission in DC is complete “African American ladies, beautiful ladies, they’re saying, PLEASE President Trump, come to Chicago.” “I did great with the black vote, and they want something to …
‼️US commercial real estate CRISIS in one chart: Office space vacancy rates hit ~20% in Q2 2025, the highest share on RECORD. Vacant office space has almost DOUBLED in 5 years. This is also WAY above the post-Great Financial Crisis peak. When will this stop? pic.twitter.com/5w73em8MBe — Global Markets Investor (@GlobalMktObserv) August 20, 2025 Another …
China’s youth unemployment has reached extremes. Gen Zers are paying to pretend to work in faux offices across the country. With 14.5% of young professionals still unemployed, they are gathering at hotspots run by “Pretend to Work Company.” https://www.yahoo.com/news/articles/china-youth-unemployment-bad-gen-155718392.html Facing a brutal job market, young adults pay for the structure and social interaction these fake …
Trump slaps 50% tariffs on 407 more metal products Nails, pulleys, brackets, rails all get hit with no exemptions CBP confirms every entry taxed with no transit relief Trump’s tariff war just got bigger. Household basics like truck trailers, auto parts, nails, brackets, pulleys, and appliances now face 50% levies under expanded Section 232 rules. …
Businesses are eating 64% of tariffs right now. We know that. But according to Goldman, by October this will drop to only 8%, with consumers eating 67%. Nice one in @SamRo's note this morning. pic.twitter.com/vvWgG39mwS — Ryan Detrick, CMT (@RyanDetrick) August 17, 2025 Even the goat is bearish 🐐 pic.twitter.com/lIqSb7eHwv — QE Infinity (@StealthQE4) August …
Interest payments on the national debt hit $1.049 trillion in the first 10 months of FY2025, up 30% from the same period last year. https://www.cnbc.com/2024/09/12/interest-payments-on-the-national-debt-top-1-trillion-as-deficit-swells.html The Treasury confirms the government is on track to spend $1.2 trillion on interest payments for the full fiscal year ending October 2025. https://www.investopedia.com/why-interest-payments-are-blowing-up-the-federal-budget-8712197 The U.S. Treasury’s own fiscal dashboard …
775,037 signatures. Not noise. Not protest. A coordinated rupture. The petition demands an immediate general election. Threshold passed. Debate now legally required. https://petition.parliament.uk/petitions/727309?sfnsn=scwspmo Government response? “Mandate of change.” “Fixing foundations.” Translation: stall tactics. https://www.express.co.uk/news/politics/2094908/general-election-petition-labour This is no fringe movement. Clacton: +1,900 signatures. Holborn & St Pancras, Starmer’s own seat: +418. https://www.gbnews.com/politics/general-election-petition-keir-starmer-labour-verdict Labour blames a £22 …
Hotter inflation proves you can’t print your way out of rising prices. Inflation is diverging across regions of the US: Pacific Coast states such as California, Oregon, and Washington saw inflation rates above +3.1% in July, according to BLS data. Northeast states like Maine, New Hampshire, Vermont, Massachusetts, and New York also experienced… pic.twitter.com/O55X8qibCY — …
Alcohol usage by U.S. Adults hits LOWEST ever. This is a week after Las Vegas reporting tourism is sinking down 11.3% year over year in June. Very interesting patterns. pic.twitter.com/SD05lMNMPW — Patrick Bet-David (@patrickbetdavid) August 14, 2025 U.S. ADULT DRINKING HITS RECORD LOW, GALLUP FINDS Alcohol consumption among U.S. adults has fallen to its lowest …
$1.2 TRILLION. That’s China’s trade surplus over the last 12 months. No country in modern history has ever crossed that mark. And they did it while fighting a trade war with the U.S. (a thread) pic.twitter.com/flXiBmEBez — StockMarket.News (@_Investinq) August 13, 2025 A tariff is a border tax paid by importers to make foreign goods …
Nvidia’s Jensen Huang offered the White House $500 billion to keep China’s market open. Trump pushed for even more. That shows just how high the stakes are for both sides in this tech standoff. https://www.wsj.com/articles/nvidia-ceo-jensen-huang-white-house-china-chip-sales-500-billion-investment-4f3a2b7a $NVDA – From WSJ REPORT: NVIDIA CEO JENSEN HUANG SOUGHT WHITE HOUSE OK TO SELL CHIPS IN CHINA, OFFERED $500B …
