Independent thinking for complex markets and current events
Reporter’s summation of today’s episode from Frontline Africa news podcast: Five things you should take away from this episode. The number one thing is that this is now a four-front war. Iran from the east, Hezbollah from the north, the Houthis from Yemen in the south, the Iraqi militias hitting American targets across the Middle …
Trump tells CNN he’s not worried whether Iran becomes a democratic state President Donald Trump told CNN Friday that Iran’s leadership has been “neutered” and that he’s looking for new leadership that will treat the United States and Israel well, even if that’s a religious leader and it’s not a democratic state. “Iran is not …
The Washington Post lost more than $100 million last year, according to a Wall Street Journal report, a substantial shortfall that led the paper to lay off a third of the company earlier this month. The Post’s leaders had been vocal about the financial challenges amid changing consumer habits, but have not shared precise numbers …
Authored by Mike Shedlock via mishtalk, There are huge flaws in the Section 122 tariff idea. An appeals court has already invalidated Section 122 tariffs now imposed by Trump. Two New Issues Balance of Payments (discussed in detail below) Unusual and Extraordinary Threat (obviously nonexistent) The statutory requirement for Section 122 is “Large and Serious …
He will sign an executive order later Friday imposing the new duties, which are being invoked under Section 122 of the Trade Act of 1974. Tariffs conjured using that statute can only last for 150 days, with any extension requiring congressional approval. Asked at the press briefing about that time limit, Trump said, “We have …
Auto giant Ford reported its worst quarterly earnings in four years on Tuesday, and a net loss of $8.2 billion for 2025, the largest yet since the 2008 recession. At least some of that is due to the $4.8 billion that the company’s electric vehicle division lost in 2025. Electric vehicle sales were battered, and …
job loss will crack the housing market. https://t.co/b0OtcMuF5Z — Jon Brooks (@jonbrooks) February 5, 2026 January 2026 home sales collapse -7.2% YoY in early reporting markets pic.twitter.com/iksDQ8LWYs — Darth Powell (@VladTheInflator) February 6, 2026
BREAKING: MicroStrategy stock, $MSTR, is now officially down -80% since its November 2024 peak. Michael Saylor's Bitcoin position is now down -$6.5 BILLION. https://t.co/M7q4bIZdl4 pic.twitter.com/0PoADw1hBV — The Kobeissi Letter (@KobeissiLetter) February 5, 2026 MSTR is sitting on an $8.8 billion unrealized loss byu/Independent-Cress382 inwallstreetbets People waking up to the fact that $BTC is nothing more …
BitMine's $6.6B unrealized ETH loss is now ~66% of Archegos's $10B blowup in 2021. If they're forced to liquidate 4.2M ETH into a thin market, this doesn't stay "unrealized." It becomes one of the largest documented trading losses ever and likely takes ETH down another 20–40%… — Hyphen Connect (@HyphenConnect) February 2, 2026 BitMine Immersion …
Red wall cracks: Democrat victory signals potential GOP weakness in Trump’s base Democrat Taylor Rehmet flipped a reliably Republican state Senate district in Texas in Saturday’s special election, continuing a string of surprise victories for Democrats across the U.S. in the year since Donald Trump returned to the White House. The Republican president immediately distanced …
A weak president with bad policies can literally kill tens of thousands of people with no accountability for the massive loss of life. https://t.co/lZoXGpWSA9 — Bill Ackman (@BillAckman) January 16, 2026 Interesting read. Good news on the overdose deaths. They’ve plummeted due to severe shortages of the Fentanyl supply: pic.twitter.com/qO8a9H9TKA — QE Infinity (@StealthQE4) January …
https://twitter.com/tweet4Anna_NAFO/status/1998535860216599016 Oil prices are barreling toward their worst year since the Covid crash. A flood of non-OPEC supply and cooling demand has knocked crude prices down about 20%. Russia is feeling the squeeze as low prices and sanctions hammer oil revenues and growth. Oil prices are on track for their steepest annual drop since the …
BREAKING: SpaceX's Starlink has experienced an anomaly on satellite 35956, which led to a loss of communications with the vehicle. The satellite will re-enter the Earth's atmosphere and "fully demise" within weeks, according to Starlink. Latest ➡️ https://t.co/UKlYa5lK70 pic.twitter.com/Dz4kKbQQGu — Sky News (@SkyNews) December 18, 2025 One of SpaceX’s Starlink broadband internet satellites suffered an …
Bitcoin stacking company Strategy (NASDAQ:MSTR), which has just rebranded from its former name of MicroStrategy, has reported a net loss of $670.8 million for the fourth quarter. The company reported fourth quarter revenue of $120.7 million, a 3% year on year fall. Meanwhile it said it had bought an additional 218,887 Bitcoin, bringing its holdings …
there is no magical cure for being overweight, diet (not dieting) and exercise, the only way — JadedByPolitics (@JadedByPolitics) December 7, 2025 The attempts at fear mongering these peptides is bizarre. The stories are almost always untrue, but since some talking head recorded it and put it on X people gobble it up like gospel. …
Even if Google “wins” the AI battle, won’t it ultimately erode earnings as Gemini cannabalizes traditional search that has much higher ad sales? Or do they eventually plan to do ads as well on Gemini? — George (@George_Dubs_) November 29, 2025
Americans are worried about their jobs: Consumers aged 18–34 now perceive a ~33% chance of losing their job over the next 5 years, the 2nd-highest on record. The 3-month moving average of this metric has risen ~10 points over the last 3.5 years and now exceeds the 2008 peak. For Americans aged 35–54, the 3-month …
🚨 TRUMP TO ANNOUNCE DEAL TO CUT WEIGHT-LOSS DRUG PRICES President Trump is set to announce a deal Thursday at 11 a.m. to lower the cost of certain weight-loss drugs, sources told CBS News. The agreement with Eli Lilly and Novo Nordisk would reduce prices for some obesity… — *Walter Bloomberg (@DeItaone) November 6, 2025 …
Thank goodness we have vigilant, hyper-competent stewards of our financial system such as Sens. Maxine Waters and Elizabeth Warren to ensure no systemic risks are allowed to threaten the solvency of our banks. What’s going on in the Corporate Junk Bond Levered Funds? 👀 @DowdEdward pic.twitter.com/9XLSpJ5kf4 — Will O'Hara, CMT (@WillOHara131) October 20, 2025 “Bank …
WTF is a missold car loan? pic.twitter.com/zPJ79mXUY7 — Nobody Special (@JG_Nuke) October 7, 2025 US auto loan debt market suffers its biggest monthly loss since March 2020#MacroEdge — MacroEdge (@MacroEdgeRes) October 7, 2025 Something to seriously pay attention too. Not good. Is housing next? Auto and mortgage/rent are the first two things consumers pay because …
US farmers are saying we “just need temporary help, until things get better.” Here’s the thing. US farm exports- which are mostly soy- CAN’T get better. Other countries are now fillingl China’s demand. We’ve walled ourselves out of the global market, folks. This is it. The thing is, this isn't even the first time US …
Don’t worry, we got a 0.25 basis cut last month. That will fix everything. ADP PRIVATE PAYROLLS COMES IN AT -32K JOBS VS +51K EXPECTED first time since 2020 for two consecutive months of negative private payrolls — amit (@amitisinvesting) October 1, 2025 Gold futures headed higher after the government shutdown begins: https://t.co/vXkwFulwUp — Reef …
The car industry is in dire waters. $200 MILLION Per Day LOSS! The Car Market Just COLLAPSED The car market didn’t just cool off. It didn’t just dip a little, like most experts expected. What we’re seeing right now is nothing less than a complete collapse of the automotive industry as we know it. Across …
$25,000 Pattern Day Trading Requirement will soon go bye bye 🥳🫂🍾 pic.twitter.com/jcwH98UxCJ — Barchart (@Barchart) September 24, 2025 The gate is swinging open, but the floor beneath is a minefield. For decades, the $25,000 Pattern Day Trader rule has kept millions of retail investors locked out, watching hedge funds and institutions feast on volatility while …
With over 800,000 job losses and counting in 2025 so far and I’m almost impossible job market were even well qualified. Individuals are having a hard time landing a new job. This could easily be the worst job market ever. Unless you are a college student fresh out of school that is buried in student …
That earnings report was garbage. Now it’s being exposed. https://t.co/xnDHuxUjwZ — QE Infinity (@StealthQE4) August 21, 2025 They need to hike very soon before this runs away from them. PPI and inflation expectations both lead CPI. Prices paid are still rising. Tariffs coming in gradually and will unanchor expectations further. Just remember that I was …
Studies in rodents and humans suggest that low levels of the metal contribute to cognitive decline. Replenishing the brain’s natural stores of lithium can protect against and even reverse Alzheimer’s disease, suggests a paper published1 today in Nature. The paper reports that analyses of human brain tissue and a series of mouse experiments point to …
The largest-scale job loss in the history of mankind is upon us. Be prepared. pic.twitter.com/dCtEqFb2bt — Jesse Cohen (@JesseCohenInv) August 9, 2025 Moody’s Analytics chief economist Mark Zandi — who is pretty darn mainstream — says "More than half of industries are already shedding workers, a telling sign that’s accompanied past recessions" https://t.co/YJyKv04BeU — Adam …
Stellantis just confirmed what trade hawks have been waiting for. The company posted a €2.3 billion net loss for the first half of 2025. That’s $2.7 billion gone. The trigger wasn’t vague. It was tariffs. The United States Reciprocal Trade Act went live in April. It authorized 25% duties on imported vehicles not built inside …
The numbers came early. Stellantis dropped its unaudited first-half results on July 21. No waiting. No spin. The damage was too big to hold. Net loss landed at €2.3 billion. That’s $2.68 billion. Revenue fell to €74.3 billion. Last year’s first-half pulled €85 billion. That’s a €10.7 billion drop. The company suspended guidance in April. …