Independent thinking for complex markets and current events
by Michael For decades, we were told to ignore any of the strange reports that we were hearing about Antarctica. Experts assured us that nothing unusual was going on and that there wasn’t anything to be concerned about. Of course we couldn’t go investigate for ourselves, because as you will see below, there are 72 …
US small business bankruptcies are surging as if there is a recession: A record 2,221 small firms have filed for bankruptcy under Subchapter V year-to-date. Subchapter V allows businesses and individuals with under $3 million in debt to reorganize more quickly and cheaply than… pic.twitter.com/R2wg9XB4vk — The Kobeissi Letter (@KobeissiLetter) December 6, 2025 A federal …
via Mike Maharrey The Italian government needs money and wants to tap private gold holdings to get it. Many Italians own undocumented gold. Italian Prime Minister Giorgia Meloni’s government has come up with a scheme to entice people to declare their gold holdings, have them appraised, and then pay a 12.5 percent tax on their …
via notayesmanseconomics The weekend just gone has seen more leaks about the UK November Budget and we are seeing rather a change of tack. Chancellor Rachel Reeves is ratcheting up her plans for tax rises and spending cuts in next month’s Budget in order to create billions of pounds of extra fiscal “headroom” for the …
by Mike Maharrey Despite the significant increase in tariff revenue, the U.S. continues to run massive budget deficits. The budget shortfall for fiscal 2025 has already exceeded last year’s deficit. So much for import duties paying for the government. That’s because Uncle Sam doesn’t have a revenue problem. He has a spending problem. The Trump …
Fed’s Common Inflation Expectations Index just got updated and makes JPOW’s JH speech look even more awkward, if at all possible pic.twitter.com/xh36qnP5nW — KKGB (@INArteCarloDoss) August 27, 2025 https://twitter.com/NorthmanTrader/status/1960748123900252638 “No consumer price inflation” Is this a comedy act? Show me the CPI in 6 months🔥🔥🔥 https://t.co/tGtulWJ71S — QE Infinity (@StealthQE4) August 27, 2025 Fixed 30-year …
They didn’t hedge. They didn’t even flinch. A new Jackson Hole paper opens with this line: “In our baseline, it is possible to push long-run debt to 250% of GDP without raising interest rates.”source That isn’t reassurance. That’s a loophole. Four economists ran models out to the year 2100, assuming that as long as investors …
Watch live as U.S. Federal Reserve Chair Jerome Powell delivers a high-profile address at the annual Jackson Hole Economic Policy Symposium. Read more: https://bit.ly/4mDHhZd
Jerome Powell’s last Jackson Hole speech will test his legacy as he battles inflation, defends Fed independence and pushes back against political pressure. Here's how the 🇺🇸 stock market has performed around Jerome Powell's recent Jackson Hole speeches – Trend Spider pic.twitter.com/BsBVztZIWI — Evan (@StockMKTNewz) August 22, 2025 Here’s how $SPY have reacted to Powell’s …
Fascinating read: This is going to be a different Jackson Hole speech from Powell. No wonder the market is so jittery about it. The Fed could be completely revamping how they conduct monetary policy by focusing more on inflation and getting it back to 2%. pic.twitter.com/fCHSBNpRt2 — QE Infinity (@StealthQE4) August 20, 2025 Mag 7 …
Should be an interesting opening in the morning. Futures deteriorating all night 💀 pic.twitter.com/lL2jkbz91G — QE Infinity (@StealthQE4) May 6, 2025 $SPY This is going to be interesting, they're running it right up to the 200d likely ahead of Powell and that's exactly what happened in 2022 when prices hit the 200d and Powell did …
by Michael Without the Earth’s magnetic field, our way of life could not exist. In fact, without it life on our planet could not exist at all. The magnetosphere is essentially a shield that protects us from the charged particles from the Sun that are constantly bombarding us. Unfortunately, that protective shield is steadily getting …
⬆️ MAYOR'S PROPOSED BUDGET: DEPARTMENT SALARIES/PAYROLL INCREASES/DECREASES ⬇️ • 1,647 layoffs (direct savings $114M)• 1,074 vacant position eliminations (direct savings $100M) • Fire will get a net increase: +227 positions• Housing will get a net increase: +74 positions pic.twitter.com/qRWwBQfj0g — LA City Controller Kenneth Mejia (@lacontroller) April 22, 2025 LOS ANGELES (AP) — Los Angeles …
Synopsis: “Earth’s magnetic field has a hole located over the South Atlantic Ocean. It’s called the South Atlantic Anomaly and according to NASA and the ESA, it’s changing. Could this be a sign that the Earth’s magnetic field is about to flip? I’ve had a look.” h/t dr0id
by Michael 2025 has been quite a chaotic year already. On New Year’s Eve lightning struck four of the most iconic buildings in our entire country, on New Year’s Day we had terror attacks in New Orleans and Las Vegas, Justin Trudeau stepped down just a few days later, and now we are in the midst of the …
I am starting to be ashamed of being Canadian. This is insanity. I would normally place my name but with the thought police out in force one has to be careful. Court to decide if Ontario must pay for surgery to make vagina if patient also want to keep penis “A non-binary Ontario resident is …
In the wake of residents from Joe Biden’s purported “hometown” of Scranton delivering an unrelenting barrage of criticism, the sentiment is clear and raw: “He’s RUINED this country. This country is in a HOLE!” Reporter left in STUNNED silence after residents from Joe Biden's "hometown" of Scranton FLAME him back-to-back | The most BRUTAL takedown …
Stanley Druckenmiller: “We gotta stop guys, we are drunk. We are digging this deep hole. What are we doing here?” byu/DesmondMilesDant inwallstreetbets
