Independent thinking for complex markets and current events
Governor Gavin Newsom makes a shocking announcement. The reason why California went from a surplus to a massive deficit is because of climate change Reporter “Can we explain to Californians how we moved from $100 billion surplus to such a significant deficit in just a matter of… pic.twitter.com/YBk0rbomRh — Wall Street Apes (@WallStreetApes) December 25, …
This isn’t a growth story, it’s a land grab. Nvidia isn’t buying Groq for innovation, it’s buying time and control before anyone else can threaten its chokehold on AI compute. When the richest chip company on earth drops $20 billion in cash without blinking, that’s not confidence, that’s fear of being disrupted before the next …
Back in October, foreigners sold a massive $61.2 billion in LT UST assets, the most since April. While that may sound like the “sell America” and Treasury rejection narrative from the summer, it’s actually proof that the Fed’s bank reserves are irrelevant. Remember October? Repo rates soaring. Use of the Fed’s repo facility skyrocketed. Cockroaches …
All this cash flying around and Bitcoin still tanks. The markets are clearly not buying the Fed’s or Treasury’s happy talk. Liquidity everywhere but risk assets shrug and slide anyway. This is the kind of week that makes you wonder who is really in control. 🇺🇸 Fed bought $23.13 billion in T-bills this week. 🇨🇳 …
This is the part where bubbles always start lying to people. JPMorgan is literally listing the same warning signs we heard before 2000 and 2008, but everyone shrugs because the word AI sounds magical. When companies are burning insane amounts of cash and promising the future will fix it later, that is not innovation, that …
The US economy is in a hiring recession byu/RobertBartus inEconomyCharts What kind of jobs are available to someone with a BA in "Communication"? BA in Spanish is nice, if you are ordering in a restaurant. BFA in Dance might get you a boyfriend. Everybody and their dog is a journalist today. Can you weld? That …
California is looking at historic precipitation from onslaught of atmospheric rivers in next 10-days. Could be 20" or 30" mostly rain in the Sierra from "firehose of moisture" directed right at coast with strong jet stream. This going to be really bad. pic.twitter.com/k10Wml7gLB — Ryan Maue (@RyanMaue) December 17, 2025
Trump announced the move in a Truth Social post on Tuesday, describing it as “a total and complete blockade of all sanctioned oil tankers going into, and out of, Venezuela.” “Venezuela is completely surrounded by the largest armada ever assembled in the history of South America. It will only get bigger, and the shock to them …
Market liquidity is surging: The Treasury General Account (TGA) dropped -$78 billion over the last week, the largest liquidity injection since June. The TGA is the US government’s main cash account at the Federal Reserve, and when it declines, cash flows directly into the financial system and boosts liquidity. This marks the 4th-largest weekly drop …
DETROIT — Ford Motor expects to record about $19.5 billion in special items related to a restructuring of its business priorities and a pullback in its all-electric vehicle investments, the company announced Monday. The Detroit automaker said most of those charges will occur during the fourth quarter. That will be followed by $5.5 billion in …
BofA’s dropped a bombshell warning—and it’s unfolding NOW! Yields spiking, liquidity drying, buybacks blacking out in days. CTAs poised to dump S&P to 6100, overbought tech wreck incoming—crude, HY bonds, crypto all flashing red!
The world is about to pump massive liquidity into the system: – The US pauses QT, runs record deficits, and is considering $2,000 stimulus checks – China is running the largest deficit in its history – Japan is preparing a $110 billion stimulus package – The EU is planning to spend ~$1 trillion on military …
It's clear 99% of the public has no idea what's really going on here. Entire "donation" + more is written off to avoid taxes Bradley Gerstner setup the investment, pumping it back into the S&P $DELL & encouraging parents to invest more at the top of the largest bubble we've seen pic.twitter.com/7gHUkgxYJU — Financelot (@FinanceLancelot) …
If you think the SNAP fraud is bad…. Wait until you see the Social Security fraud, the Medicare fraud, the Obamacare fraud, the COVID Relief fraud, the Voter fraud, the Housing Stabilization fraud and…. ….every other government program riddled with fraud. It’s staggering. — C3 (@C_3C_3) December 9, 2025 Bill Maher finally realizes his tax …
SAN JOSE, Calif. — On Friday, Waymo announced a voluntary recall after recorded issues in Texas. Videos showed the robotaxis illegally driving past stopped school buses in Austin. No injuries were reported, but after more than 19 incidents, school leaders asked Waymo to pause all operations near schools during pick-up and drop-off. https://abc7.com/post/waymo-issues-voluntary-recall-recorded-texas-vehicles-will-remain-roads/18264017/
Russia is gaining territory in Ukraine at one of the fastest rates since the war began as peace talks stall. The Kremlin’s army seized 200 square miles of territory in November, up from 100 square miles the previous month, according to DeepState, a trusted Ukraine-based battlefield map. The speed of advance was approaching the fastest …
Massive Obamacare fraud uncovered. In 2023, 1 in 3 subsidy recipients—$21B total—used Social Security numbers that didn’t match IRS records. Fake applicants in 2024–25? Most were approved. And yet, Congress wants to expand subsidies with no limits or safeguards. pic.twitter.com/skbd0H432w — Stephen Moore (@StephenMoore) December 5, 2025 🔥 Wait till you see THIS… Meet Jonathan …
No…its totally ok!!! Dont let them liars makeup any kind of rules or laws they lie all the time!!!!! pic.twitter.com/6B0wgXaTw9 — The Ancient Ones (@orion311976) December 4, 2025 Gov. Hochul is trying to claim that handing over SNAP recipient lists to the federal government is a massive “privacy violation." Reality: – Every SNAP recipient already …
Scott Bessent DROPS THE HAMMER on the NY Times: “You just had what could be the greatest scandal of all time, the cover-up of Joe Biden’s diminished capacity. We just had a 3 hour cabinet meeting. For 10 months Biden did not have a cabinet meeting. Where was the NYT?” The Times doesn’t have journalists. …
Why would any state refuse fraud checks when dead people are collecting benefits? “HOLEE SHIZZLES‼️ Starting next week, 21 Democrat-controlled states will lose federal SNAP funding for refusing to comply with USDA anti-fraud data requirements. – in the states that did comply, they found 186,000 dead people social security numbers being used – 500,000 people …
This is the most complex sun spot region we have seen this cycle and in quite a while. It is showing some serious complexity and will be earth facing over the next 12 days. I wouldn't fly. pic.twitter.com/kKtXIabPTW — TheLastWatcher (@USA_Canuck) November 30, 2025 X-CLASS SOLAR FLARE (PERHAPS THE FIRST OF MANY): We were expecting …
Live blog: https://www.scmp.com/news/hong-kong/society/article/3334217/major-fire-hong-kongs-tai-po-leaves-2-severely-burned-residents-trapped HONG KONG — At least four people were killed and three others were injured as a major fire engulfed a residential apartment complex in Hong Kong’s Tai Po district on Wednesday, with photos and video from the scene appearing to show serious damage to several buildings. …. By 6:22 p.m. local time the …
This news is totally insane CEOs of Walmart and Amazon want Americans to receive stimulus again. They want it so bad! h/t @LockedUpLarry
Trump’s second term has turned his family’s crypto adventure into something far more dramatic than a simple market wobble. What started as a bold push into digital assets is now colliding with a trillion-dollar crypto drawdown, pulling the family’s net worth from about $7.7 billion in early September to roughly $6.7 billion. A Trump-branded memecoin …
Social media footage shows people running away from smoke and flames after a fire broke out at a Cop30 venue in Belém, Brazil, on Thursday. According to The Guardian,13 people were rushed to the hospital and were being treated for smoke inhalation. The fire broke out in the pavilion area of the conference centre in …
Absolutely terrifying – a massive landslide at an artisanal mine has reportedly killed at least 80 people. November 15, 2025 📍Kawama, Lualaba Province, Democratic Republic of the Congo (DRC).🇨🇬 pic.twitter.com/xfLZgy8Pg3 — Weather Monitor (@WeatherMonitors) November 16, 2025 At least 30 people have died in a semi-industrial copper mine in the Democratic Republic of Congo after …
by Michael The chaos that has erupted in Mexico City is shocking the entire globe. Vast hordes of angry protesters that are fed up with the corruption of the Mexican government surrounded the presidential palace on Saturday. Law enforcement authorities knew that the protesters would be coming, and so they set up an enormous security wall around …
You can see the disturbance from the recent X5 solar flare covering nearly half of the Sun. It produced a fast, full-halo CME with a highly dense core. With two preceding CMEs already on their way, this event will further intensify the geomagnetic activity on an already weakened… pic.twitter.com/suMnfGeQUd — Open Minded Approach (@OMApproach) November …
by Michael A G4 geomagnetic storm watch has been issued, and we are being told that the Earth is going to be hit. But at this hour we do not know how bad it will be or how much damage will be done. We are being told that scientists won’t know the intensity of the …
BREAKING: Multiple people dead, many injured after massive explosion in New Delhi, India – reports pic.twitter.com/5aIUfsPZij — Insider Paper (@TheInsiderPaper) November 10, 2025 Multiple regions in India are on high alert 🇮🇳🇮🇳‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️ — WW3 Monitor (@WW3_Monitor) November 10, 2025 https://twitter.com/Infradex_India/status/1987909638508200279 Situation report by Faytuks Network (New Delhi):– Car exploded moments after stopping at a red …