Independent thinking for complex markets and current events
Shares of SpaceX slipped for a second trading day on Monday, bringing Elon Musk’s company closer to its $135 initial public offering price just days after making its entrance into the Nasdaq-100. Now through its first month as a public company, the stock has been volatile since its June 12 debut, and is down about …
The Department of Commerce just signed 9 new letters of intent to distribute $2.013 billion in federal incentives… This funding push aims to triple domestic chip production capacity by the year 2032… Industry analysts are watching closely as chiplet costs rise, creating new economic hurdles for manufacturers… Nvidia and Google Cloud are pushing deeper into …
They’re rolling out “Trump Accounts” as a patriotic savings program while moving federal onboarding, activation, and account management straight into a government-linked app ecosystem. Treasury already tied the system to IRS Form 4547 filings and activation emails before the July 4 rollout. Robinhood and BNY are sitting inside the infrastructure from day one. They sell …
🚨 Computer Equipment Investment hits 1.2% of GDP More than the dot-com bubble. pic.twitter.com/bfLTLL04zt — Hedgeye (@Hedgeye) May 2, 2026 every time 'smart money exits tech' makes a headline, it means they already bought the next thing and need you to sell this one — Peaceful Warrior (@RanjYousif) May 3, 2026 Hedge funds are rushing …
Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits on AI; none has a… pic.twitter.com/1XeMRxDcQX — Gary Marcus (@GaryMarcus) April 29, 2026 well …
Burry is calling the top again. Burry is up against $550 billion in Japanese investment in U.S. infrastructure, which includes semiconductor stocks, as per the Fed. pic.twitter.com/hYK9nbm3RH — MaryJo Kringas (@maryjokringas) April 24, 2026 pic.twitter.com/XKOg51Sx4S — Robert Harris (@robertharris_1) April 24, 2026 He's correct. NVDA is way overpriced. All of them are. They'll find a …
This is what you should be looking at. pic.twitter.com/BPr4C3u7Fl — Travis Rothell (@TRothell62855) April 20, 2026 Nearly 40% of Americans said they have less than $500 in cash savings. pic.twitter.com/3ek6LlBGQ3 — DARWIN (@D4RW1NEXE) April 14, 2026 Nearly 40% of Americans have less than $500 in cash savings, survey shows Nearly 40% of Americans said that …
'Out Of Africa': Beijing Slashes Investment Up To 85% https://t.co/RAINlwx80W — zerohedge (@zerohedge) February 24, 2026 Railways in Kenya, ports in Tanzania, energy projects across sub-Saharan Africa, and militarized infrastructure in various places have meant billions in state-backed loans. For decades, Beijing has positioned itself as Africa’s largest trading partner and its most aggressive infrastructure …
U.S. chip giant Nvidia (NVDA) is close to finalizing a $30 billion investment into OpenAI (OPENAI) that will replace the long-term $100 billion commitment agreed upon by the companies last year, the Financial Times reported on Thursday. The $30B equity investment is part of a funding round that is on track to raise more than …
The Dutch House of Representatives on Thursday voted to pass the Actual Return in Box 3 Act (Wet werkelijk rendement box 3), a reform that will tax residents at a flat rate of 36% on the actual returns they earn from savings and investments, effective January 1, 2028. The bill replaces a system that taxed …
When it comes to the US, investors the world over now love to Bash All Day, Buy All Night. Travelling recently across Asia, Europe and the Middle East, I was struck by the rising intensity of complaints about America under Donald Trump, from its tariffs to designs on Greenland and apparent disregard for the old …
AstraZeneca pledges a $15 billion investment in China through 2030, a further commitment to the UK drugmaker’s already sizeable presence in the mainland https://t.co/SUa76XN5vv — Bloomberg (@business) January 29, 2026 Landmark investment will expand AstraZeneca’s capabilities to discover, develop, and manufacture transformative new treatments in China Investment will support delivery of AstraZeneca’s 2030 ambition AstraZeneca …
The firm’s senior financial strategist is concerned the advancements in the field of quantum computing will break Bitcoin. Senior financial strategist Christopher Wood said in the latest issue of the GREED & Fear newsletter that he’s removing the 10% Bitcoin allocation from his recommended portfolio. He justified this move by saying that advancements in quantum …
The latest report from Rentals.ca and Urbanation said December 2025 was the 15th consecutive month that average asking rents across the former’s listings network moved lower. When measured across the full year, average asking rents in Canada declined 3.1% in 2025, which was a larger annual drop than during the COVID-19 pandemic. However, while rents …
U.S. President Donald Trump threatened to sideline Exxon Mobil from Venezuela’s energy market, saying he didn’t like their response to his calls for oil companies to quickly reenter the South American country. “I didn’t like Exxon’s response. You know we have so many that want it. I’d probably be inclined to keep Exxon out,” Trump …
Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife Barbara committed to seed Trump accounts for approximately 300,000 children in Connecticut. Following the Dells’ pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. “Ray has joined what we …
via Zorro Excellent question. Thailand’s relationship with China is deep, multifaceted, and of critical importance, spanning economics, military, tourism, and infrastructure. It is one of the most significant bilateral relationships in Southeast Asia. Here’s a breakdown of the key areas of dependence and interconnection: 1. Economic & Trade Interdependence (The Core) · Trade: China is …
Dan Niles says market is topping, his best investment idea right now is cash 👀 — TT3 (@TradingThomas3) December 4, 2025 Niles told CNBC that “my best idea right now is cash”, citing concerns that the market is stretched and vulnerable to a pullback. https://www.cnbc.com/2025/12/03/dan-niles-says-best-investment-idea-now-is-cash-what-else-he-likes.html Market back to September and October. Grind grind grind, chop …
The Harvard Endowment’s Biggest Public Investment is Now Bitcoin The endowment dramatically increased its holdings of a spot bitcoin ETF since its previous such report. According to a new SEC filing, the Harvard University endowment’s largest publicly-traded investment is now in the iShares Bitcoin Trust (IBIT), which is a spot bitcoin exchange-traded fund (ETF) operated …
https://twitter.com/xynth_m/status/1978656886242103567 Amazon $AMZN now trades at its LARGEST EV/EBITDA DISCOUNT to the S&P 500 ever. Too cheap to ignore? pic.twitter.com/p7dKidx4WF — Gainify (@gainify_io) October 16, 2025 $AMZN One Medical just rolled out pay-per-visit healthcare for kids ages 2 to 11. Visits start at $29 for messaging & $49 for video which is Amazon quietly turning …
By Egon von Greyerz In this powerful interview with Jan Kneist from the Investor Talk channel, Egon von Greyerz exposes the historic shifts now reshaping global finance. Gold is hitting new highs, silver is accelerating, and institutional players are moving in. Now, even Morgan Stanley recommends a 20% allocation to gold. This significant shift signals a re-evaluation of …
The story everyone thought was finished is still unfolding, and the newest pieces are more disturbing than the last. Jeffrey Epstein’s financial reach was not the confined, shadowy network that official accounts implied. It was woven into mainstream banks and investment firms that most Americans trust with their savings, and the documents now surfacing show …
Warren Buffett and Berkshire Hathaway $BRK.B no longer own any shares of BYD – CNBC pic.twitter.com/AxkQZIQtw1 — Evan (@StockMKTNewz) September 21, 2025 “Berkshire Hathaway has completely exited its extremely profitable equity investment in the Chinese electric vehicle maker BYD,” CNBC confirmed. “A Berkshire spokesperson said the entire BYD position has indeed been sold.” Source: https://www.cnbc.com/2025/09/21/buffett-munger-byd-exits-stake.html …
by Mike Maharrey Gold is soaring, hitting multiple new record highs. Silver is surging, having gained nearly 40 percent this year. But another metal is outperforming them both. Platinum. The metal is up just over 51 percent since the beginning of the year. Most of that gain has occurred since early June. Investors are taking notice. …
When people or institutions prioritize speculative investments like stocks, crypto, or even luxury assets over basic needs like housing, it signals excessive optimism or detachment from fundamentals. When fundamentals are ignored, corrections come fast and brutal. This was actually the top of $NVDA pic.twitter.com/36DPLBvvyw — PeloSwing🎯👸🏻 (@PeloSwing) September 5, 2025 $NVDA looking quite heavy here …
by confoundedinterest17 US Q3 GDP fell slightly in Atlanta Fed’s GDPNow latest revision to 3.0% from 3.5% last week. The source of the decline in GDP? Equipment investment fell to 8.9. From 11.7. Hard to sustain high levels of equipment investment. On a related note, office CMBS just hit all-time high. Yes, higher than the …
by confoundedinterest17 So much for the defeatist mentality in the main stream media, Congress and economists! The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2025 is 3.5 percent on August 29, up from 2.2 percent on August 26. After recent releases from the US Census Bureau and the …
🚨 BREAKING: President Trump will announce a whopping $100 BILLION APPLE investment into the United States for manufacturing. That is an increase in Apple's total investment plans to $600 BILLION. Wow. pic.twitter.com/qgQuLtYvIH — Eric Daugherty (@EricLDaugh) August 6, 2025 BREAKING: President Trump to make announcement from Oval Office today at 4:30 PM ET. — Leading …
South Korea has made it clear: most of the $350 billion it pledged in U.S. investment will be loans and guarantees, not equity. Direct investment makes up less than 5 % of the total fund. https://www.bloomberg.com/news/articles/2025-08-04/korea-expects-less-than-5-of-350-billion-us-fund-as-investment Japan’s negotiator Akazawa added fuel to the skepticism, saying trade agreements with both the U.S. and EU are still not formalized, …
