Independent thinking for complex markets and current events
Blue Owl turmoil adds to strain in $2 trillion US private credit sector Summary Companies Blue Owl’s turmoil weakens private credit sector confidence AI advances threaten software companies in private credit portfolios Private credit market faces increased competition and valuation concerns
🚨 BOOM! JD Vance never misses! MARGARET: "This is a country founded by immigrants!" JD: "Just because we were 'founded by immigrants' doesn't mean that 240 years later we have to have the DUMBEST immigration policy in the WORLD!" That's 48 🔥 pic.twitter.com/WWBCErWR1r — Eric Daugherty (@EricLDaugh) December 25, 2025
President Trump announced he has ordered two nuclear submarines to be positioned near Russia. He did this after warning remarks by Dmitry Medvedev. That move reflects rising tensions and diplomatic risk. Trump posted on Truth Social: “I have ordered two Nuclear Submarines to be positioned in the appropriate regions, just in case these foolish and …
Micheal Burry just went all in on Estee Lauder $EL… Excuse me what??? 😅 pic.twitter.com/ZJgPp7PnQV — Just a Dude Who Invests (@DudeWhoInvests) May 15, 2025 BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder, $EL. pic.twitter.com/8aQnE3F8Fs — The Kobeissi Letter (@KobeissiLetter) May 15, 2025 Michael Burry …
It's very likely that the S&P 500 has just reached a short-term TOP. The Put/Call ratio is very contracted, and yesterday's market breadth was very poor. pic.twitter.com/B9ednkA6JU — Guilherme Tavares (@i3_invest) May 15, 2025 ALERT: Bitcoin has just triggered the EXACT signal that preceded the 2014, 2018, and 2022 bear markets Is history about to …
https://twitter.com/rev_cap/status/1922734542676185216 Everyone lowers their expectations to just get into the ponzi scheme then the rug gets pulled. Then you're left with a house you don't want that's underwater pic.twitter.com/ZE4rH7vEYU — Darth Powell (@VladTheInflator) May 14, 2025
Microsoft just slashed jobs again. Not because it’s in trouble—but because it can’t pass rising costs to customers. CPI came in “cool”… but it’s not good news. It’s proof the economy is too weak to handle cost pressures—so firms are cutting labor instead. Even with tariffs, prices aren’t rising. Why? Because businesses are eating the …
This time, it’s not the Fed cutting rates buying us time. It’s Trump rolling back tariffs. And now everyone thinks we’re back to normal. But even before the tariff war began, the economy was already soft. In December 2024, we got hit with terrible consumer data. Spending collapsed. That sparked a sharp correction. It was …
AI won’t just lead to universal basic income — but universal high income. Tens of billions of humanoid robots could 10× the global economy. They won’t just help. They’ll unlock abundance. Everyone gets what they want, if we get it right. Elon Musk says AI won't just lead to universal basic income — but universal …
The Trump administration announced Tuesday that it is cutting an additional $450 million in grants to Harvard University. The additional cuts follow an already $2.2 billion freeze of funds last week. The Trump administration announced Tuesday that it is cutting an additional $450 million in grants to Harvard University through eight federal agencies, on top …
Former New York governor Andrew Cuomo is having an absolute BALL running for mayor of New York City. He tells Jimmy millions are being spent on his behalf while his opponents have little more than peanuts and have resorted to spreading scurrilous lies about his mental acuity in the media.
Lower mortgage rates just don’t seem to be in the cards for this summer Sorry, Housing Market! pic.twitter.com/CCbABMbirx — Amy Nixon (@texasrunnerDFW) May 12, 2025 https://twitter.com/Jedi_ant/status/1921663824295350763 pic.twitter.com/UCl19LyfeK — Darth Powell (@VladTheInflator) May 12, 2025
Switzerland’s Negative Yields Are Back And It’s a Global Red Flag, Not a Local Anomaly A remarkable event just unfolded quietly in global bond markets Swiss government bonds with maturities up to 4 years are once again offering negative yields. Investors are literally paying the Swiss government for the privilege of lending them money. While …
They don’t tell you this when you switch numbers. But Amazon’s system does something reckless. If you give up your old phone number and someone else picks it up later, they can walk straight into your Amazon account. No password. No email. No questions. Just the phone number alone is enough. That number? It’s the …
Google Searches for "Are we in a recession" rise to 2nd highest level in history 🚨🚨🚨 pic.twitter.com/mZy4RToCGV — Barchart (@Barchart) May 10, 2025 People are starting to ask a familiar question again. Are we in a recession? That exact phrase is trending across search engines, just like it did in 2008. And that kind of …
🔥🚨BREAKING: Political commentator Camryn Kinsey just fainted live on Fox News, I am praying that she is ok. pic.twitter.com/fDeV3rwxGt — Dom Lucre | Breaker of Narratives (@dom_lucre) May 9, 2025
🚨 #BREAKING: A Philadelphia Police Officer has just been SH0T on the stomach after attempting to break up a high school fight When are people FINALLY going to admit what the real problem is here??! It’s WAY past time to have this conversation. pic.twitter.com/7dKdSbHLpn — Nick Sortor (@nicksortor) May 7, 2025 Breaking: @PhillyPolice officer in …
Alberta Premier Danielle Smith delivered a live speech on May 5 about her province’s path forward with the federal government of Mark Carney.
BESSENT JUST NOW: – AS EARLY AS NEXT WEEK WE COULD SEE TRADE DEALS – I AM HIGHLY CONFIDENT THAT 17 TRADING PARTNERS EXCLUDING CHINA HAVE PRESENTED WITH VERY GOOD TRADE PROPOSALS – WE COULD SEE SUBSTANTIAL PROGRESS ON TRADE WITH CHINA IN COMING WEEKS — amit (@amitisinvesting) May 5, 2025 BESSENT JUST SAID: I …
SAUDI ARABIA GOES FULL MAD MAX AS MASSIVE DUST STORM HITS Al Qassim – about 250 miles northwest of Riyadh – got absolutely swallowed by a giant dust storm…think apocalypse vibes, but with more sand and zero heads-up. It got so dark, it looked like someone hit the lights, and trees were getting knocked over …
Wow Just a an absolutely horrific take. Small businesses employ over half of the people in this country and there is no plan to support them if we really go through with this trade war. 🤦♂️ https://t.co/R2cqzerGhC — QE Infinity (@StealthQE4) May 5, 2025 He just loves to argue! The media has no clue how …
Oil saying the economy is dying. Stocks saying the economy is just fine. Which one is right? pic.twitter.com/bWyhd4JwXA — Spencer Hakimian (@SpencerHakimian) May 1, 2025 “CEOs are leaving their posts at a record clip. Last year 373 public-company chiefs exited, 24% more than in 2023. Among U.S. businesses with at least 25 employees, 2,221 CEOs …
The United Kingdom’s electricity network experienced unusual disruptions just hours before a major blackout struck Spain and Portugal. The National Grid ESO, which oversees the flow of electricity across the U.K., said it was investigating a series of unexpected frequency shifts that occurred on Sunday, shortly before widespread outages in the Iberian Peninsula. Why It …
Trump just took over Ukraine 🇺🇦 with a pen. The art of the deal. https://t.co/QGhmNF71Zo — The Great Martis (@great_martis) May 1, 2025 Trump is going to carve up Ukraine with this minerals deal. Ukraine might not have to pay America back for its prior investment but it will effectively become a vassal of the …
🚨 “I’m not suicidal, Pray for me” Famous Independent Journalist & Media Exec James O’Keefe with a cryptic message just now. pic.twitter.com/iL2jMRyUbG — Concerned Citizen (@BGatesIsaPyscho) April 30, 2025
The gap between what sellers want for their homes versus what they're selling for just hit its widest level in 5 years 🚨🚨 pic.twitter.com/xhM6rVTIGa — Barchart (@Barchart) April 30, 2025 CNBC Super real estate agent Ryan Serhant: Spring selling season was good until April. March was great In April things stopped 🛑 36% of all …
White House press secretary Karoline Leavitt claimed Donald Trump is just “trolling” about pursuing a third term as president—despite the fact that Trump himself insists he’s “not joking.” During her second “new media” briefing, where Leavitt speaks to a group of mostly Trump supporters, one attendee asked Leavitt to play a game of “Trump Troll …
Media trying to talk smack with Trump always lose. You can't stop him…he's just a force like no other.🇺🇸 pic.twitter.com/957n0EYbMU — floridanow1 (@floridanow1) April 29, 2025
