“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for stocks to retest lows.” – Connor Broadley

We are past that point…Japan hurting…Europe hurting..we’re hurting https://t.co/Q0u8U8ceiV — Nicholas Mugalli (@RealNickMugalli) May 3, 2026 Inflation is on the way back up 🔥🔥🔥 Buckle up. pic.twitter.com/e6raSx52xu — QE Infinity (@StealthQE4) May 3, 2026 1/ This is what $200 per …

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Gulf energy strikes ripple through Qatar, Saudi Arabia, UAE. The Pentagon is considering roughly $200 billion for the Iran war. No matter what Trump does next, the Middle East will never look the same

"To date, we've struck over 7,000 targets across Iran and its military infrastructure… Today will be the largest strike package yet," says @SecWar. "Our capabilities continue to build; Iran's continue to degrade. We're hunting and striking death and destruction from …

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Former Navy officer Matt Bracken warns Americans underestimate the scale of a war with Iran. They will not surrender, IMHO. It doesn’t matter if we turn Teheran (700 miles north) into a parking lot.

Matt Bracken @Matt_Bracken48 I make these maps because I’m convinced most Americans have no concept of scale when it comes to warfare. 🧵 I point to all the folks high-fiving over a single Marine battalion landing team on its way …

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Recession into All-Time Highs and you thought I was kidding. Stocks are ridiculously overvalued but it never seems to matter

Recession into All-Time Highs™️ and you thought I was kidding#K https://t.co/XlcrVptauj — Samantha LaDuc (@SamanthaLaDuc) February 11, 2026 Stocks are ridiculously overvalued but it never seems to matter 🤷‍♂️ https://t.co/8nPSA5UrCL — QE Infinity (@StealthQE4) February 10, 2026 JUST IN: US …

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WARNING: Liquidity cannot stop the business cycle from turning; Recession signals flash and the biggest market bubble in history threatens to burst; 25bps cuts don’t matter.

Liquidity can’t stop a business cycle that’s already turning. Weak growth is the warning shot before the crash. When the cycle breaks, stocks don’t get “saved.” They get crushed. "Liquidity cannot stand the turn of the Business Cycle" (no matter …

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