Independent thinking for complex markets and current events
The most interesting thing about the latest US-Iran talks is not what was said at the table. It is what happened before anyone sat down. Iran reportedly made the US delegation wait. Skipped the handshake. Stuck to its demands. Then walked out when talks became heated. Whether you like the Iranian government or not, the …
pic.twitter.com/nd8AJtWnSH — EyesWideOpen (@jmon131032471) June 15, 2026
Everyone’s gonna chase this IPO like crack and end up as the exit liquidity for the insiders. SpaceX has confidentially filed for its IPO in April 2026 targeting a June listing with a valuation between $1.75 and $2 trillion. SpaceX just took a major step forward: according to Bloomberg, Reuters, CNBC and others, the company …
MACRO DATA JUST DROPPED • Manufacturing PMI 52.4 vs. Est. 51.3 • Services PMI 51.1 vs. Est. 51.5 • Composite PMI: 51.4 This should ease the recession fears that started creeping into the market last week and suggests the bear case may have gotten ahead of itself. S&P PMI: "The PMI data are indicative of …
From the AAII Sentiment Survey: Cash Allocations is at 14.19%. Investors are holding the least cash in 4 years. This happened 3 times in the past 20 years: late-2017, Jan 2020, late-2021. Each case preceded significant market volatility and losses for $SPX pic.twitter.com/T7G2LJTuJj — Subu Trade (@SubuTrade) March 17, 2026 In bull markets, this line …
Trump says war could be over soon 🌮🌮🌮 — TT3 (@TradingThomas3) March 9, 2026 TRUMP: – THE US IS VERY FAR AHEAD OF THE 4-WEEK TIMEFRAME – WAR COULD BE OVER SOON and…markets pumping — amit (@amitisinvesting) March 9, 2026 JUST IN: Trump declares he has “a plan for everything” to tackle soaring oil prices… …
Fund managers are holding the lowest cash levels on record (3.2%) byu/neda6117 inwallstreetbets US stock market concentration is at record levels: The S&P 500 Herfindahl-Hirschman Index (HHI) is up to 195 points, near the highest on record. This metric measures how evenly market value is distributed across all 500 stocks in the index. A higher …
Documents show Rothschild Holding paid Jeffrey Epstein $25 million, with invoices describing risk analysis and algorithm related work. Epstein was not a known expert in finance, software, or risk modeling, yet he received a massive payout anyway. People can dress this up all they want, but normal consultants do not get paid like this. 🚨Update: …
🚨 BREAKING: House Oversight PASSES bipartisan resolutions holding Bill and Hillary Clinton in contempt of Congress for defying congressional subpoenas on the Epstein probe. Accountability is here. No one is above the law. The resolutions are now sent to the House. Why wasn’t… pic.twitter.com/DCOYiM3w3j — snooze (@snooze06155136) January 22, 2026 The House Oversight Committee voted …
Deputy FBI Director Dan Bongino is leaving his post, ending a nine-month tenure during which he drew criticism from within the agency for his lack of experience and clashed with Attorney General Pam Bondi over the handling of the Epstein files. Bongino, a former Secret Service agent and podcaster known for spreading conspiracy theories, announced …
The collapsing collateral pyramid: When MBS replaces Treasuries in repo, the system is running out of AAA ammunition. This is exactly how the shadow collateral system breaks: •Treasuries = pristine •MBS = haircut-heavy, riskier •Agencies = dead middle •Everything below = nuclear waste If the Fed is now vacuuming up MBS to keep funding markets …
Warren Buffett’s Berkshire Hathaway revealed a new position in Alphabet , making the Google parent the conglomerate’s 10th largest equity holding at the end of September, according to a regulatory filing. Berkshire disclosed a $4.3 billion stake in Alphabet at the end of the third quarter, a surprising move given Buffett’s traditional value investing philosophy …
People keep trying to drag this into crash talk while the tape is telling a different story. Breadth is firming and buyers keep showing up on every dip, so a short rally makes more sense than another doom cycle right now. MOVE Index Credit Markets not buying into the Wall St narrative the AI is …
Something feels off at OpenAI. For a long time, people talked about it like it was untouchable, the company that would rewrite everything we know. That kind of talk is always loudest right before the trouble begins. The excitement is gone now. The numbers look worse each time someone opens the books. You can almost …
The S&P 500 is now above 6,900 for the first time in history, adding +$18 trillion in market cap since the April 2025 bottom byu/RobertBartus inEconomyCharts So like 95% of real estate and 99% of energy are getting wrecked while tech carries the whole thing. Not exactly broad based strength. $SPY — StockStorm (@StockStormX) October …
They want hard collateral or U.S. government guarantees before finalizing the deal. A group of banks including JPMorgan Chase, $JPM, Bank of America, $BAC, and Goldman Sachs, $GS, is struggling to put together a $20 billion loan to Argentina without leaving themselves on the hook to the virtually bankrupt South American country, per WSJ — …
A spray-painted bronze statue titled “Best Friends Forever” showing President Trump and Jeffrey Epstein holding hands was placed on the National Mall in front of the U.S. Capitol early Tuesday.https://t.co/b9nVCyliOC pic.twitter.com/XY021F6nhl — The Washington Post (@washingtonpost) September 23, 2025 #ReleaseTheEpsteinFiles pic.twitter.com/8zIEdjuaGE — Great White North 🍁🇨🇦 (@MadeInCanada_eh) September 23, 2025 “Authorities have removed a statue …
Smart money is never the one left holding the bag… — Jerry Trades (@JerrysTrades) September 18, 2025 It should be obvious to everyone now that we're at the end of a 16 year economic cycle that was prolonged with cheap debt similar to 1929. https://t.co/NI1wf4NU25 pic.twitter.com/qnEppAZnlo — Financelot (@FinanceLancelot) September 17, 2025
Why didn't you say who put it up? pic.twitter.com/siXaCg7osL — captive dreamer (@captive_dreamer) September 17, 2025 https://twitter.com/OhioChick_/status/1968443002860310605
Even a minority stake held by ByteDance now represents a potential pressure point, and the slightest misstep could expose user data or algorithmic insights. Engineers replicating recommendation engines on U.S. servers may create sovereignty, but they also open a new frontier of control over what millions see and share. 🚨 BREAKING: TikTok US Deal Finalized …
Trump’s meme coin hit $75 in January. It’s now $9, an 88% collapse. The April bump? A dinner invite for the top 220 holders at Trump’s Virginia golf club. That fizzled. https://www.msn.com/en-us/news/politics/trump-and-melania-s-scammy-meme-coins-have-lost-almost-all-value/ar-AA1KTNGu Eric Trump rang the Nasdaq bell with WLFI and ALT5 executives. TRUMP coin jumped 9% on speculation alone. No fundamentals changed, just optics. …
This is what slow-motion collapse looks like. M2 is ripping, debt is spiking, and faith in fiat is circling the drain. Banking Crisis: Lender of Last Resort 2023 was three times worse than the 2008 GFC. The next crisis will be biblical. 2026? pic.twitter.com/CLU2IcYIA5 — The Great Martis (@great_martis) July 26, 2025 M2 money supply …
Trump made a bold tax pitch during a meeting with the Philippine president. He proposed no federal tax on profits from selling a primary residence. The idea mirrors a bill introduced by Rep. Marjorie Taylor Greene called the No Tax on Home Sales Act. Details are scarce but the effects are clear. Currently, single filers …
Connecticut lawmakers have drawn a hard line against cryptocurrency, passing HB7082, a bill that bans the state from accepting, holding, or investing in Bitcoin or any virtual currency. The legislation, now signed into law, eliminates any government involvement in digital assets, cutting off state agencies from using crypto for transactions or reserves. The bill’s language …
Trump’s back on the war path, blaming Fed Chair Jerome Powell for lackluster job growth. Powell says the economy needs more time, and lower tariffs. But the deeper forces dragging on the economy aren’t obvious. Here’s what most people are overlooking… By Peter Reagan Donald Trump has a track record of announcing policies on social …
2/ Japan’s 30-year bond yield just hit 3.14%, an all-time high. The 40-year? A record 3.6%. Why? A failed bond auction—no one wanted the debt. That’s dangerous. https://t.co/uHGaZh41mF — Neil McCoy-Ward (@NeilMcCoyWard) May 28, 2025 4/ Meanwhile, U.S. 30-year yields breached 5% last week. That pushes up mortgage rates, car loans, and credit costs. And …
JUST IN 🚨: Greed returns to the Stock Market for the first time this year – YESSSSSSSSS!!! 🥳🍾🤑🫂 pic.twitter.com/MWUTW1fPH0 — Barchart (@Barchart) May 5, 2025 Reddit goes all in on $PLTR holding $2,700,000 worth through earning Says today’s earning will be a nuclear event pic.twitter.com/6EXtFSCvIs — John Trades MBA (@JPATrades) May 5, 2025 And people …
Breaking: April jobs number: 177k vs 133k expectations. Revisions mehUnemployment stays flat at 4.2%Average hourly earnings +.2% vs +.3% expectations lightYOY +3.8% vs +3.9% exp Bond yields up a bit. Stocks popped some — QE Infinity (@StealthQE4) May 2, 2025 NONFARM PAYROLLS: Total nonfarm payroll employment increased by 177,000 in April, and the unemployment rate …
What’s unfolding in plain sight isn’t a glitch in the system—it is the system. Across the globe, nations are quietly buying back their own debt through central banks, a desperate move dressed in technical jargon. They call it liquidity support or balance sheet management. In truth, it’s a sleight of hand that robs the middle …
