Independent thinking for complex markets and current events
via ConsistentWeirdo NFLX has had one of the stranger years of any large cap in 2026 as its down 42% from its nov high, Reed hastings officially departed as chairman which is end of an era for a company he built from a dvd rental service,also acquisition rumors swirling after comcast announced it’s spinning off …
via notayesmanseconomics One of my main themes is that the western political structure seems unable to wean itself off a policy of fiscal stimulus and largesse.There were the extraordinary spending efforts in the Covid pandemic which you might reasonably think would be followed by some retrenchment. But that has not happened and we have seen …
Something weird is happening underneath this rally. The companies making the most money are not always the ones getting rewarded. In the Russell 2000, unprofitable companies have jumped around 60% since April 2025. Profitable companies? Up about 38%. The entire Russell 2000 is up around 48%, beating the S&P 500 at about 38%. On the …
US Durable Goods Orders fell 1.4% in February, significantly missing the 0.5% decline expectation as transportation demand craters. The manufacturing floor is falling out while the Fed stays hawkish. This is the “hard landing” signal the bulls are desperately trying to ignore. Bank of America warns of a 0.9% March CPI jump driven by a …
Investors are dangerously underestimating the length and severity of the Iran conflict. Walter Bloomberg (@DeItaone) highlighted that Bank of America strategist Antonio Gabriel sees a prolonged Middle East war extending into the second quarter as equally likely as a quick resolution. U.S. stock valuations and Fed expectations suggest the market is not pricing in the …
Joe Rogan: "It just seems so insane based on what he ran on. I mean, this is why a lot of people feel betrayed. He ran on no more wars and these stupid, senseless wars. And then we have one that we can't even really clearly define why we did it." pic.twitter.com/0EodoqdrMM — Home of …
“The Congressional Budget Office says to be prepared for Social Security check payments to be reduced in 6 years due to low funds “It’ll be an immediate 7% payment cut in 2032, and then an average 28% benefit drop from 2033 onward” You pay in your whole life and the government spends it and then …
People keep acting like stocks only go up because that’s all they’ve ever seen, but the bond market doesn’t care about your vibes. When yields climb, it’s basically gravity, and gravity always wins. Everyone talks AI, memes, whatever, meanwhile valuations are stretched to the moon and the government keeps spending like money is free. Concerning …
VLADIMIR Putin unleashed another wave of strikes on Ukraine despite promises to Donald Trump to halt his massacre during the dead of winter. Air raid sirens blasted across the country, in Kharkiv, Dnipro, Kupiansk and other devastated cities overnight, forcing people to flee to shelters in sub-zero temperatures. It comes as Zelensky said: “I am …
https://twitter.com/dysinger/status/1999537963839914485 You stupid fucks keep interfering in federal operations, literally telling each other to attack and harass and impede them, then claim victim status. I hope all you stupid fucks spend years in prison for selling out our country to foreign invaders. I hope every politician who… — Jason “Storm Chaser” Nelson (@RealJasonNelson) December 12, …
Goldman Sachs says the AI boom now looks like tech stocks did in 1997, several years before the dot-com bubble burst. The bank flagged five warning signs from the late 1990s investors should watch: peak investment spending, falling corporate profits, rising corporate debt, Fed rate cuts, and widening credit spreads. The Warnings Today Investment spending: …
Scott Bessent DROPS THE HAMMER on the NY Times: “You just had what could be the greatest scandal of all time, the cover-up of Joe Biden’s diminished capacity. We just had a 3 hour cabinet meeting. For 10 months Biden did not have a cabinet meeting. Where was the NYT?” The Times doesn’t have journalists. …
ALARMING: New York has released almost 7,000 DANGEROUS illegals back onto city streets after vowing not to work with ICE officials. Per ICE, New York has refused to honor their detainer requests since January and has since released 6,947 illegals tied to: 29 homicides 2,509 assaults 199 burglaries 305 robberies 392 drug crimes 300 weapons …
by Michael How much have you heard about the massive genocide of Christians that is happening in Africa right now? Vast numbers of people are being abducted, raped, tortured, maimed and slaughtered, but the mainstream media in the United States is mostly ignoring this crisis because most of the victims are Christians. We all tend …
Consumer inflation stalling out around 3% and ISM Services prices paid says there is more on the way… pic.twitter.com/ITP5wGEh8h — Mosaic Asset (@MosaicAssetCo) October 6, 2025 Trump is ignoring inflation and its devastating him politically. pic.twitter.com/2131DQ9YLH — Spencer Hakimian (@SpencerHakimian) October 6, 2025
Especially considering that relative to money supply/inflation/ purchasing power of the dollar Gold is not anywhere near its all time highs…..still has a way to go pic.twitter.com/JfLMal85ga — CaptainFlowers (@slomdumballs) September 23, 2025 It’s already up so much, would you still be buying now? #Silver just broke a 40-year trendline vs inflation! The XAG/CPI ratio …
Gold is piercing a level that has held for 45 years. Moves of this size never happen in calm markets. Confidence in the current monetary system is fraying. The rally is powered by record central bank buying, ballooning U.S. debt, Fed credibility under question, and geopolitical fractures. The mainstream media has no idea why gold …
Just because you have your license and own a car, doesn’t mean you know what every button on the dashboard means. Some are obvious, like the radio volume or the hazard lights. But there’s one that could actually save you money if you remember to press it. Kazimieras Urbonas, supplier excellence manager at Ovoko, Europe’s …
This isn’t just a policy misstep. It’s a blueprint for how a federal agency can burn through billions while ignoring the one job it was built to do. Buttigieg’s Department of Transportation had the money. They just didn’t use it to keep air travel safe. From townhall: “Records reviewed by the Post show that the …
Bulls keep agreeing that everyone is bearish so it's contrarian to be bullish. In what can only be described as the biggest circle jerk in market history. Here is the put/call ratio since the Liberation Day shock which occurred on April 2nd. Which was followed by the China shock… pic.twitter.com/ZsFJjjEf4a — Mac10 (@SuburbanDrone) April 13, …
Where were the Bond Vigilantes during the Biden Administration? Now that it's over, they suddenly blame Trump while ignoring Yellen, Brainard, and Biden's embrace of MMT and the idea that deficits don’t matter. We’re drowning in debt at levels reminiscent of a world war! It’s… — James E. Thorne (@DrJStrategy) January 14, 2025 If you're …
COMEDIANS BEGIN TO ADMIT THEY WERE PRESSURED INTO PUSHING THE LEFTWING PROPAGANDA LINE: Bill Maher appeared on an episode of the “Fly on the Wall with Dana Carvey and David Spade” podcast on Wednesday, where the three comedians got into a discussion about the media’s lack of coverage around Doug Emhoff’s #MeToo accusations, and “Saturday …
1. The thought is the Fed could make homes more affordable by cutting interest rates So far, mortgage rates are doing opposite, and rising instead Why? Because mortgage rates move with the yield on the 10-year Treasury, which has surged this week pic.twitter.com/zk0c3UJi9Y — Michael Burry Stock Tracker ♟ (@burrytracker) December 20, 2024 3. A …
Nvidia Update Its considered a bad omen when the golden child refuses to follow the bourses. Money flow and momentum descending. Guess what happens next ? https://t.co/BDKPgL5IJd pic.twitter.com/sbZNR1wSyg — The Great Martis (@great_martis) November 22, 2024 S&P500 No room for complacency. pic.twitter.com/YWVMKZ2wgb — The Great Martis (@great_martis) November 26, 2024 This is the next bubble …
TLDR: TIME claims Biden deserves credit, not Trump, for economic success. Article ignores inflation, rising consumer prices, and debt-driven GDP growth. Wage recovery offset by prior months of disproportionate inflation growth. Consumer confidence remains weaker compared to pre-Biden levels. Energy production thrives despite, not because of, Biden’s policies. SPITS OUT COFFEE: TIME Tells Readers ‘Don’t …
https://twitter.com/its_maryam05/status/1827760773206077569 Share this far and wide. This woman was just arrested after the Mayor said that it doesn’t matter that she’s stating facts. The Mayor & the officer violated her right to petition the govt for a redress of grievances, which she is VERY CLEARLY doing in this clip. pic.twitter.com/74fBNcJAc6 — Alex (@EuropaActual) August 26, …
I will post this until I am banned off this app pic.twitter.com/DvV19nL6hW — mrsunbubbles (@mrsunbubbles) August 18, 2024
Politics pic.twitter.com/tSd73DErqa — Ricky Gervais (@rickygervais) June 9, 2024
More low income earners in the Us are not dining out, per Reuters: pic.twitter.com/oAbUo1h9D0 — unusual_whales (@unusual_whales) April 8, 2024 “Runaway prices at U.S. fast-food joints and restaurants have made people skittish down the income ladder and executives at chains including McDonald’s (MCD.N), opens new tab and Wendy’s (WEN.O), opens new tab recently said they …