Independent thinking for complex markets and current events
Gyms and streaming services make billions off people who forget or struggle to quit. This rule hits them where it hurts and puts money back in regular New Yorkers pockets. More cities need to copy this fast. BREAKING: Zohran Mamdani announces click-to-cancel rule for NYC. This rule is aimed at guaranteeing New Yorkers can cancel …
Ackman views $MSFT as having an “impossible to disrupt” position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with 3P vendors, even at twice the price. Microsoft Copilot …
A 4.2% inflation rate is not a good number. But it also does not fully explain why so many people still feel squeezed. The reason is simple: Inflation slowing does not mean prices go back. It only means prices are rising slower. The latest CPI shows inflation running at 4.2% over the last 12 months …
by Michael How many times have we heard that a peace deal with Iran “is almost finalized” or “could be signed today”? And how many times has it not happened? Sometimes I feel like I am watching a really twisted version of “Groundhog Day” where people wake up each day and decide to believe the …
Debt monster at $40 trillion forces endless money printing, stocks now defy gravity forever… Any dip vanishes in hours, new unbreakable law of stonks only go up… America borrows into oblivion, retail cheers the rigged eternal bull run… The market will literally never go down again I don’t know who needs to hear this, but …
@grok how realistic is “boots on the ground” near the Strait of Hormuz? — GRK Foundation (@foundationgrk) March 24, 2026 ‼️‼️ NEW: IRAN GROUND WAR COMING? @FoxNews: Maj. Gen. Brandon Tegtmeier, commander of the 82nd Airborne Division, is deploying IMMEDIATELY with his entire headquarters staff to the Middle East. Pentagon is actively planning major ground …
This is the MOST MANIPULATED market in stock market history. — Midas (@midascabal) March 10, 2026 Crude Oil has to be impossible to trade right now Red = Transportation Secretary Chris Wright says the Navy escorted a ship through the Strait of Hormuz, -8.3% Blue = Social Media post deleted, +5.49% Green = repost below, …
Upon further inspection, the apple starts breaking before the ball even hits it. pic.twitter.com/GJz17N3LWE — Matt Van Winkle (@mattvanwinkle) February 24, 2026
When the charges don’t match the rhetoric, the story was never about drugs. Two months ago, Rand Paul blew up Trump’s Venezuela false flag: “There’s no fentanyl made in Venezuela. None. Zero. These boats would have to refuel 20 times to reach Miami. And we don’t just summarily execute people.”pic.twitter.com/cYtUT8PJJT — ADAM (@AdameMedia) January 3, …
Direct links to the letter: https://www.justice.gov/epstein/files/DataSet%208/EFTA00035768.pdf https://www.justice.gov/epstein/files/DataSet%208/EFTA00035769.pdf https://x.com/MeidasTouch/status/2003334181217271872 REVEALED: In Data Set 8 of the Epstein files release, which was briefly posted on the Justice Department’s website today, there is a letter alleging to be sent from Jeffrey Epstein to convicted sex offender Larry Nassar. The letter, which is postmarked just days after Epstein died, …
This is the part where bubbles always start lying to people. JPMorgan is literally listing the same warning signs we heard before 2000 and 2008, but everyone shrugs because the word AI sounds magical. When companies are burning insane amounts of cash and promising the future will fix it later, that is not innovation, that …
Here’s the excuse: When detectives contacted Stevenson, she claimed she was pepper-spraying a spider she spotted during the delivery. However, investigators noted that temperatures dipped to 35 degrees Fahrenheit that night, which is too cold for outdoor spiders in Indiana to be active. “She told detectives that she used pepper spray, not on the food, …
via Jesse Felder Eric Cinnamond writes, “Whether it’s extrapolating unsustainable earnings growth, trusting the Fed will always come to the rescue, or refusing to mark asset prices to market, investors in late-cycle booms have a tendency to believe the unbelievable. In our view, we are in another such period, with participants eagerly riding the wave of …
Don’t take the bait. by David Haggith Trump’s latest promise is that the government will take $1,866 away from you in taxes and then refund $2,000 of that to you, while using the profit the government retains from that transaction to eliminate the national debt. At the same time, he wants you to believe that the entire …
US economy teeters on path to Japan-style stagnation! Take a close look at this chart because this is what’s going to happen in the future in the US and in any other country that will continue to persist on a similar irresponsible monetary and fiscal path like the one Japan entered and never left for …
https://www.youtube.com/watch?v=o8r_YfN0AXo
ZELENSKIY SAYS IT WOULD BE 'IMPOSSIBLE TO GIVE UP TERRITORY' TO RUSSIA: FOX NEWS — zerohedge (@zerohedge) August 18, 2025 President Trump tells Zelensky – NO NATO membership, and NO re-claiming Crimea from Russia. 🚨 BREAKING: President Trump tells Zelensky – NO NATO membership, and NO re-claiming Crimea from Russia. "President Zelenskyy of Ukraine can …
For Chris Metcalfe, chief investment officer at Kingswood Group’s IBOSS, an allocation to global emerging markets debt “makes absolute sense.” “Yes, US bonds have a more attractive starting yield than they had previously, but the reasons for that increasing yield remain and in the last few hours have become more acute,” he said. “The move …
I’ve never seen anything like this before. The current economy is so unpredictable that United is providing guidance under two different economic scenarios: One if the economy enters a recession, and one if it doesn’t. Investor Update1 Issue Date: April 15, 2025 This Investor Update provides guidance and certain other forward-looking statements about United Airlines …
Skyrocketing rates make homeownership impossible for most Americans, with $124,150 needed to afford the median home—far above the $79,223 median household income. As of January, "qualified income" needed to afford median home in U.S. was $124,150, but U.S. median household income was $79,223 … makes for a $44,927 affordability gap per @AtlantaFed data@DataArbor pic.twitter.com/hLA3s23L1o — …
No one is hiring yet no one is firing. The latter doesn’t mean employers aren’t getting rid of workers, because they are. Lots of them. A hiring freeze is only the first part of cost-cutting in a weak economy. From consumer surveys to govt jobs estimates, the labor market is on everyone’s mind right now, …
CBS News Journo Predicts Trump Will Get to Appoint a Fourth Justice to the U.S. Supreme Court This Coming Year or Next (VIDEO) This weekend, CBS News journalist Jan Crawford predicted that Trump will have the opportunity to appoint a fourth justice to the United States Supreme Court, this coming year or in the next. …
On his first day in office, President Trump will be walking into a fiscal disaster. Brandon Smith of Alt-Market.us lays out an aggressive plan to salvage the U.S. economy from the brink of collapse – and explains the crucial role physical gold and silver will play… By Brandon Smith For the past several months I’ve been …
Authored by Charles Hugh-Smith via oftwominds, The younger generations expecting to inherit the immense wealth piled up by Boomers in home equity and stocks may be in for a shock. I’ve reached the point in life where I see a sharp line dividing the adult populace: there are those of us who are old enough to …
Democratic Party rules make it almost impossible to replace nominees without their consent, let alone smoothly substitute in someone else. President Joe Biden’s performance in the first debate Thursday has sparked a new round of criticism from Democrats, as well as public and private musing about whether he should remain at the top of the …
Let’s dive into the world of commercial real estate (CRE) loans and their current situation. CRE Loan Maturities in 2024: A Ballooning Challenge The portion of the $4.7 trillion in US commercial real estate debt that will come due this year has ballooned from $659 billion to $929 billion. These loans must be paid off through …
NBC national affairs analyst John Heilemann on Friday said President Joe Biden’s campaign’s largest concern is that persuading certain voters the president is competent may be a lost cause. Biden’s cognitive capabilities have repeatedly been raised as a possible problem, with NBC political analyst Elise Jordan earlier on Friday saying voters tell her they will be tuning into the upcoming presidential …
How can Judge Merchan continue to oversee President Trump’s case when as I just exposed, Judge Merchan’s daughter, @lorenm426 Loren Merchan, has an @X account with a profile picture of Donald Trump in a jail cell? Not to mention, @KamalaHarris is her client. I have discovered… https://t.co/soPrzWFRs8 pic.twitter.com/bVDzCyFMnz — Laura Loomer (@LauraLoomer) March 26, 2024 …
by theSilverVigilante This isn’t sustainable. Once debt to GDP goes above 90% it’s impossible to go back. We’re currently at 125%. “In 1994, the US GDP was $6.4Tr and the Federal debt $4.4Tr for a respectable debt-to-GDP ratio of 68%. Today the debt is going to cross the $35Tr mark in the next month, while GDP …
