A hub for independent voices and hard truths
The FOMC rate decision is just 23 hours away. Prepare for the market volatility ahead by analyzing the new Fed chair press conference. This update focuses on the upcoming FOMC rate decision and what traders should expect when the new …
Institutional hedging is surging as open interest on puts outweighs calls by over 3 to 1 Hyperscalers are dumping 650 billion into AI infrastructure but AI chip guidance is stalling Broadcom hit revenue targets but failed to raise full year …
Another example of just how insane this housing market is. https://t.co/I3jGmafRGB — Eric Spracklen 🇺🇸 (@EricSpracklen) June 3, 2026 Homeowners have never been more delusional about the price of their homes pic.twitter.com/6XGXylDuQL — Darth Powell (@VladTheInflator) May 30, 2026 Paid …
Michael Burry calls Palantir a “sand castle supported by the AI narrative,” arguing sentiment is driving valuation more than fundamentals (IBTimes) Palantir falls in the same window despite broader ma… Continue reading by subscribing. Username Password Remember Me …
Exxon straight warns next energy wave slams prices in 2-3 weeks. Jeff Currie calls it perfect: five Trump announcements zero closes, sell the tweet buy the molecule. AI spending cracks everywhere – Microsoft dumps Claude licenses, Uber blows budget in …
The real story here is not “recession fears.” The real story is that institutions, markets, and even consumers are starting to quietly admit something much darker: The modern economy increasingly survives through financial insulation, debt tolerance, asset inflation, and delayed …
This Indian prime minister type keeps posting music appreciation and gala photo ops while the rupee crashes, inflation crushes everyone, markets tank, and over 100 people died in a UP calamity with widespread joblessness. Why are our leaders so disconnected …
📉 Markets are sending a message this morning and it is NOT good… Oil is up sharply, U.S. futures are down hard, European and Asian equities are in the red, and Treasury yields are surging past 4.5%. Insiders are telling …
This whole mess is spiraling. UAE is beyond fucked. They betrayed Iran, OPEC, BRICS and got the middle finger from other GCC nations when they asked for help. Once America leaves the region after suffering a horrible defeat, UAE is …
They keep doing the same things hoping for a different result. Interesting how these big numbers keep showing up right when things look frothy. This pattern feels familiar, wonder how long it can go. The Federal Reserve is still buying …
🇺🇸🇮🇷 A recession is coming, and most people won't see it until it's too late. Energy Economist Anas Alhajji explains why the official numbers are lying to you. "Don't be fooled by the stock market going up. The first official …
Financial titans at the Milken Institute conference describe a “weird” schism between records and reality… While the Middle East burns, the global elite at the Peninsula and Maybourne focus on AI and IPO exits… Goldman Sachs partners report “a lot …
via notayesmanseconomics Over the past week or two we have seen a rather curious development if you consider that the Strait of Hormuz is still closed. It has been highlighted today by the news from Nihon or Japan. The benchmark …
Record sentiment meets crashing consumer reality in the ultimate setup for the next rug pull. pic.twitter.com/eNuNd4sqTV — Jron (@Jron73074698) May 7, 2026 Anyone that believes consumers would get skidish after $5/gas prices should look at DoorDash and Uber Eats reports. …
Order boosts access to 401k and IRA accounts for more workers.. President called participation numbers “incredible”.. Some wonder whether this quietly channels more household money into markets while easing long term pressure on government programs.. President Trump signed an EO …
via BGID_to_the_moon Although the March CPI report came in at 0.9% mth over mth with a 10.9% increase in energy, markets reacted fairly positively to the report because inflation didn’t materialize in other items. Core only increased 0.2% and food …
Almost nobody looks at this chart… but it’s one of my favorite ways to spot when a move may be running on fumes. This is a simple 60‑minute line chart of high yield vs SPY. I use it to track …
Investors are cashing-in massive profits from the oil trade: The United States Oil ETF, $USO, has posted -$900 million in outflows so far in April, on track for its largest monthly withdrawal since the 2009 record of -$1.2 billion. Still, …
The route is basically dead and the media is still recycling the same old peaceful narrative. Why is everyone acting like this is normal? Omg. This is absolutely insane. Why is everyone acting like this is normal? pic.twitter.com/gO0lUmC7CO — NoLimit …
Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll …
Irishman David Roche see’s what’s coming: “We are going to run out of fuel in the global economy” “The markets are in cloud cuckoo land” “We are moving beyond initial inflationary affects to the second stage where there is no …
Iran, US still in touch after failed talks in Islamabad – CBS Engagement between Tehran and Washington has continued since the failure of the first round of Islamabad talks over the weekend, CBS News reported on Monday citing officials. There …
*US MILITARY SAYS IT WILL BEGIN HORMUZ BLOCKADE 10AM ET MONDAY — *Walter Bloomberg (@DeItaone) April 12, 2026 Trump states that the Iran ceasefire continues to hold effectively — First Squawk (@FirstSquawk) April 13, 2026
bro was right. Atlassian down 75%. HubSpot down 69%. Figma down 86%. Almost all of them down 30–70% from their 52-week highs. AI is literally eating software alive and repricing every company in real time. SaaS is cooked fr 😭 …
🇮🇷 Strait of Hormuz reality check, early April, even after Trump’s ceasefire: – Vessel traffic has dropped to single digits per day.– Iran now has total control: obstructing passages at will and charging vessels millions of dollars in fees to …
US Durable Goods Orders fell 1.4% in February, significantly missing the 0.5% decline expectation as transportation demand craters. The manufacturing floor is falling out while the Fed stays hawkish. This is the “hard landing” signal the bulls are desperately trying …
THIS HAS NEVER HAPPENED BEFORE 🚨 🚨NOBODY UNDERSTANDS WHAT THEY JUST TRIGGERED. 🚨 🚨 People always talk about Iranian oil in terms of barrels, but rarely about what’s actually inside them. That’s the key difference—and the reason Western refineries have …
Oil prices are absolutely soaring…AND CRASHING. Yes, at the same time. The main US petroleum benchmark surged by a whopping $11.42 a barrel on Thursday alone, the last trading day before the Good Friday holiday. And one key benchmark clocked …
In another word: the Iran war won’t be over anytime soon. https://t.co/KtpfVflPrD — SwingTrader (@SwingTraderQ) April 3, 2026 This is absolute insanity. NO ONE WANTS THIS! “America first” my *ss. The last thing he cares about are the American people. …
https://finviz.com/futures.ashx Oil spikes as Trump's Iran war speech sends global markets into turmoil https://t.co/rFQb23WtaW — Daily Mail (@DailyMail) April 2, 2026 Oil prices spiked and global markets plunged after Donald Trump’s prime-time address to the nation Wednesday failed to outline …