Independent thinking for complex markets and current events
If there’s a “constitutional crisis” it’s caused by activist federal district judges with narrow jurisdictions usurping the powers of the presidency. @GovChrisSununu and I take on the left last night on @cnn. It’s just more lawfare against Trump. pic.twitter.com/yvZPXyXaGK — Scott Jennings (@ScottJenningsKY) February 11, 2025 Agreed pic.twitter.com/djyFvyX1LM — Spencer Hakimian (@SpencerHakimian) February 12, 2025 …
The gold-to-oil ratio just hit its highest level—something that would have sounded like pure fantasy just a few years ago. Mining companies are the ones raking it in right now, and they’re in the driver’s seat as gold prices climb. Gold has surged almost $1,000 an ounce over the last year, while production costs barely …
Chrystia Freeland is out of her depth. She thinks she can go toe-to-toe with Trump, slapping tariffs on Teslas and blocking Wisconsin dairy like that’s some masterstroke. Does she not realize Trump lives for this kind of fight? Canada’s economy is hanging by a thread, and she’s out here picking a trade war with the …
President Trump’s White House fired the inspector general for the U.S. Agency for International Development (USAID) on Tuesday, a day after the watchdog office issued a report that was critical of the foreign assistance freeze, a source familiar with the matter confirmed to The Hill. USAID’s Inspector General Paul Martin was reportedly fired around 6 …
by Mike Shedlock Let’s review Musk’s nearly $100 billion offer. Does it make any sense? Elon Musk Offers $97.4 Billion for Control of OpenAI CBS News reports Elon Musk-Led Investor Group Offers $97.4 Billion for Control of OpenAI Elon Musk is leading a group of investors in a $97.4 billion bid to take control of OpenAI, …
$SMCI business update: 💩Miss on both EPS and revenue (unaudited)💩Confirms receipt of both DOJ and SEC subpoenas💩Still no 10K or 10Q 💩Cut forward guidance 💩$700M of dilution💩Fourteen days away from delisting💩Swears they'll file 10K (which was due last August) by Feb… pic.twitter.com/oY0RJJSbOz — Nobody Special (@JG_Nuke) February 11, 2025 SMCI filed another roll of toilet …
Germany is sleepwalking into disaster, and nobody is waking up. The so-called “economic powerhouse of Europe” is now crumbling under the weight of reckless policies, green fantasies, and bureaucratic incompetence. The warning signs are everywhere—industry is fleeing, energy costs are suffocating businesses, and the government’s solution is more regulation, more red tape, and more self-inflicted …
This is coming from a man whose own bank has been fined billions for money laundering, market manipulation, and shady dealings. JPMorgan itself was caught facilitating money transfers for criminals, yet Dimon wants to paint Bitcoin as the real villain. JPMorgan, $JPM, CEO Jamie Dimon has said "Bitcoin has no intrinsic value. It's used heavily …
These patterns don’t just appear for fun. They’re often a sign that sentiment is shifting, and the easy gains might be over. If history repeats, the next move won’t be straight up. According to @sentimentrader, the S&P 500’s one-year #Sharpe ratio has peaked, which historically leads to periods of volatile/moderate returns.@SoberLook pic.twitter.com/pczWEMCacA — Lance Roberts …
You have to tell people what they think they want to hear in the interests of ‘social cohesion’. Just nod and smile. h/t cowardycustard
Sean Duffy didn’t just call her out—he obliterated her nonsense with facts. The way she’s scrambling, lashing out at DOGE for exposing USAID corruption, tells you everything. I know you’re lashing out because DOGE is uncovering your family’s obscene grifting via USAID, but I won’t let you lie and distort facts. The FAA administrator announced …
Stop laughing — CNN is a SERIOUS news channel reporting on the most pressing issues of our day! — ALX 🇺🇸 (@alx) February 7, 2025
The silver squeeze is here. A 12% borrowing fee? That’s the market screaming at shorts to run for cover. There aren’t enough shares to go around, and 47,000 in-the-money calls are set to expire. If you’re caught short, you’re trapped. 🚨 12% SILVER BORROWING FEE. UNPRECEDENTED.This is nature’s way of saying ‘don’t short silver’. pic.twitter.com/E9FgTyKCl5 …
The UK’s finances are beyond broken, and yet, the stock market cheers. The illusion continues—for now. The Bank Of England cut rates while increasing their inflation expectations If you think they did this to support UK economic growth then remove your beer goggles: – BOE run out of gold leading in the market inventory it …
by Michael We just received some very serious news. The extremely deadly D1.1 strain of the H5N1 bird flu which has been ripping through the nation’s poultry population in recent weeks has now gotten into the cattle population in the state of Nevada. This is the very first time that cattle in the U.S. have ever …
DOGE in the Treasury? Turns out, it’s not just a rumor. Scott Bessent just put an end to the media speculation, and the truth is even crazier—two DOGE members are actually Treasury employees. This isn’t some fringe conspiracy; it’s real, and it raises serious questions about what’s happening behind the scenes. Why are Treasury officials …
TL;DR: AMD’s Ryzen 7 9800X3D processor is leading CPU sales in Germany, with AMD’s AM5 and AM4 sockets capturing 92.16% of the market at Mindfactory. Intel’s share is only 7.84%, with its LGA 1851 socket accounting for less than 1% of sales. AMD sold 23,615 units, generating 93.45% of the revenue. AMD’s new Ryzen 7 …
It’s hard to ignore the everyday reality we’re living in. When you go to the store and see your coffee, eggs, or beef prices skyrocket, you can’t help but feel that something’s off. We’re constantly told the numbers don’t match up — inflation is “only” 3.75% for coffee, 25% for eggs, but reality paints a …
Google has unleashed a dire warning that could upend the tech landscape.
🚨 JUST IN: Jordan is prepared for WAR with Israel if Palestinian refugees are resettled within its borders. Jordan has expressed strong opposition to Palestinians, viewing them all as terrorists, and has made it clear they will not accept even a single refugee. pic.twitter.com/kYOyceLqw2 — Awesome Jew (@Awesome_Jew_) February 5, 2025 NEW – Jordan is …
California, Pelosi’s home state, has likely funneled billions of taxpayer dollars into questionable pockets, just like the federal government. New York, Illinois, Texas, Arizona—you name it. These states have been siphoning off funds meant for the people, and where’s the accountability? It’s high time we examine where that hard-earned tax money is really going. Far …
The U.S. Postal Service halting inbound packages from China and Hong Kong isn’t just a logistical hiccup—it’s a flashing red warning light for escalating trade tensions. E-commerce businesses, already grappling with supply chain issues, now face another blow. Investors are pulling back from Chinese stocks, sensing the storm ahead. This isn’t just about shipping; it’s …
Schumer: "This is just the beginning… If DOGE attacks the USAID today… who knows, next might be the IRS" pic.twitter.com/7QQuXEnSyZ — unusual_whales (@unusual_whales) February 4, 2025 Am I supposed to be upset about this or something? Pentagon Spent $600 million on Sushi (Treasury Payments): And the IRS is spending $230,000 a month on Starbucks Cinnamon …
"Tariffs are not inflationary" 5-year breakeven rate just surged to its highest level in nearly 2 years. pic.twitter.com/J6KIAhpiY1 — Otavio (Tavi) Costa (@TaviCosta) February 3, 2025 Trump is upset that Europeans aren't buying enough U.S. products. But Americans aren't buying enough U.S. products either; that's why we had a record $1.2 trillion trade deficit in …
The DNC is not a serious organization. 🤣 pic.twitter.com/Fv8Ux7lH7v — Andrew @ Don’t Walk, RUN! (@DontWalkRUN) February 1, 2025
Prime Minister Trudeau, after a chat with the former president, has reversed his stance and pledged to send nearly 10,000 personnel to secure the border. The new plan includes high-tech surveillance, helicopters, and a full-blown war on fentanyl—finally treating the cartels like the terrorist organizations they are. BREAKING: Canada caves just like Mexico, promises to …
Trump signed an executive order directing officials to create a sovereign wealth fund for the U.S. But the U.S. is $36.5 trillion in debt. Doesn't it make sense to pay that debt off first, as it's a guaranteed return? Otherwise, the sovereign wealth fund will be highly leveraged. — Peter Schiff (@PeterSchiff) February 3, 2025 …
