Independent thinking for complex markets and current events
Financial titans at the Milken Institute conference describe a “weird” schism between records and reality… While the Middle East burns, the global elite at the Peninsula and Maybourne focus on AI and IPO exits… Goldman Sachs partners report “a lot of chatter” regarding private equity firms restarting the dealmaking engine… European fund managers express “healthy …
While everyone is watching missiles flying across the Middle East and oil prices surging toward $100 a barrel, something extremely troubling is happening inside the financial system that directly affects retirement savings across the United States. A $33 billion private credit fund managed by Cliffwater just told investors they could not withdraw their money. Investors …
via Phoenix Capital Research The markets are a sea of red this morning as the world begins to realize that: The situation in Iran will likely not be over quickly. Private credit markets are imploding, suggesting the credit cycle has turned. A top, if not THE top is in for this bull market. Regarding #1, …
The legacy media wanted you to ignore this story, but @RealTruthIs all over it:https://t.co/8bGM7d27vd pic.twitter.com/Fso7h5q3be — Corey A. DeAngelis, school choice evangelist (@DeAngelisCorey) February 16, 2026
RENTAL AFFORDABILITY HITS FOUR-YEAR HIGH Rental costs now take 28.4% of median household income — the best level since 2021. Landlords are offering concessions on a record 37.3% of listings on Zillow, while single-family rents rose just 3.2% year over year, the lowest on record. https://twitter.com/spice1975503/status/1979159865001152793 Apartment rents are collapsing pic.twitter.com/M3NidrcgKQ — Darth Powell (@VladTheInflator) …
This week, we ask: Who’s right about gold? While analysts shout gold is “overbought,” central banks are gearing up to buy millions more ounces (even near record high prices). Maybe there’s something we can learn from both perspectives? By Peter Reagan Your News to Know rounds up the most important stories about precious metals and …
Pregnant women should ignore Donald Trump’s claims that taking paracetamol could lead to their child having autism, the UK’s health secretary has said. “I trust doctors over President Trump,” Wes Streeting told ITV’s Lorraine programme, adding that expectant mothers should not pay “any attention whatsoever” to the US president’s unfounded claims. It comes after Trump …
Shocking new polling data shows Democrats rapidly losing support, fueling predictions that the party is on the brink of extinction.
The U.S. economy is showing signs of strain that official headlines aren’t capturing. Despite stock market gains, underlying indicators suggest a slowdown. Labor market indicators are weakening. Initial jobless claims for the week ending June 28, 2025, were 227,980, a slight decrease from the previous week. However, continuing claims increased to 1,974,000, up from 1,937,000 …
Markets hit weekly high right after Israel strike but low summer liquidity could trigger another brutal crash… Oil is pointing to a new global deflation. That I predict will be outside of central bank control aka. a mass deleveraging event. pic.twitter.com/Srkj9RtjbJ — Mac10 (@SuburbanDrone) June 24, 2025 Today was the biggest down day for oil …
In other words, a sitting member of the House is telling members of the military to disobey CONSTITUTIONAL ORDERS from the Commander-in-Chief? Seriously?! — Nick Sortor (@nicksortor) June 12, 2025 Thats not how this works. No where in the enlistment oath soldiers take does it say obey orders from members of Congress. pic.twitter.com/bpZopCYrb7 — Nikki …
AOC is 2023: The Biden admin should ignore the court ruling. It’s up to Biden to enforce the ruling and he can choose not to enforce it. pic.twitter.com/ms1kTLsc0K — Libs of TikTok (@libsoftiktok) April 27, 2025 h/t dr0id
BITCOIN – It may turn out differently this time, but I don't want to ignore this entirely… pic.twitter.com/lgAEHRA2kz — Northstar (@NorthstarCharts) April 15, 2025
I've seen Democrats on TV for the past week scream Elon Musk, Musk, Musk, Musk, Musk.. what's funny to me is you're mad at the guy who found the fraud, but not mad at people that wasted your money.. ~ Wesley Hunt And they wonder why they're polling numbers are in the 20's pic.twitter.com/iwdLpElDTG — …
Donald Trump and Elon Musk have offered the Congress a false choice between a government shutdown or a blank check that makes a devastating assault on the well-being of working families across America. Let’s be clear: neither is a good option for the American people. But this… — Nancy Pelosi (@SpeakerPelosi) March 14, 2025 …
https://twitter.com/Mr_Derivatives/status/1897993726943019094 https://twitter.com/TheLongInvest/status/1897991979742515232
https://twitter.com/Ronxyz00/status/1872362313690542522
By Graham Summers, MBA | Chief Market Strategist The Federal Reserve (or “the Fed” for short) is supposed to be a politically independent entity. Political commentators are outraged that Federal Reserve employees donated $10 to Democrats for every $1 to Republicans during this latest election cycle. As you can imagine, this has resulted in numerous …
These people need to lose their pension and go to jail for what they did. TLDR Fired FEMA manager alleges widespread discrimination against Trump supporters within FEMA Internal messages instruct employees to avoid assisting homes displaying Trump support Reports reveal FEMA ignored half of incoming disaster aid calls Media previously dismissed criticisms of FEMA as …
I have a feeling there were almost no jobs created at all. This is strongly supported by the fact that payrolls largely haven’t grown and these companies lie about actively hiring in order to get free loans. We’re living in the cheater’s economy. Everyone suffers, but the CEOs suffer less because they can make these …
The comfort level of hurricane victims matters way more to me right now than the comfort level of FEMA employees. — Kristen Mag (@kristenmag) October 6, 2024 https://twitter.com/SunlightShine55/status/1842973590880477311 Maybe they should at least attempt to get help to the places that need it most if they don't like criticism. Just a thought. https://t.co/CIbTZJInp2 — Penny …
2024 is not looking like a good time to retire. Today we consider 3 red flags that are enough to make you reconsider any plans you may have for the next year or two… From Peter Reagan for Birch Gold Group As you near retirement age, one of the decisions you get to make is when …
via Mike Shedlock California Progressives seek a right ‘Right to Disconnect’ from corporate communications during nonworking hours. Right to Disconnect Please note that a California proposal would guarantee a Legal Right to Disconnect. The Assembly bill would grant employees a legal right to ignore an employer’s communications during “nonworking hours” except for emergencies or work scheduling. …
🇬🇧Good News everyone – The Princess – Kate Middleton is OK & has been spotted outdoors! Just ignore the fact they’ve used an old stock photo from 6 months ago – nothing to see here…. They think you’re stupid. pic.twitter.com/aq950cHztp — Concerned Citizen (@BGatesIsaPyscho) March 18, 2024 h/t Skullduggery
In the last 24 hours: – Mortgage rates hit +8.09%– Credit card interest rate hits record high– Car loan interest rate hits highest since 2001– Oil prices jump highest in 6 months– China planning +$137 billion stimulus– War continues on in Israel But guess what? Stocks are… — Genevieve Roch-Decter, CFA (@GRDecter) October 10, 2023 …
Eagle Pass is currently in a state of chaos, witnessing mass illegal crossings that have persisted for over an hour and a half. This scene is reminiscent of the events almost two years ago when over 15,000 Haitians gathered under the bridge in Del Rio. However, this time, the crowd is predominantly composed of Venezuelans. …
via usatoday: One of the most telling moments came in a congressional hearing in February when I warned of the dangers of repeating the abuses of prior periods like the Red Scare, when censorship and blacklisting were the norm. In response, Rep. Dan Goldman, D-New York, invoked Oliver Wendell Holmes’ view that free speech does not give …
