Independent thinking for complex markets and current events
via cookingboy “We all remember how the U.S. tech stocks took a dump last year when DeepSeek R1 was released. Looking back we all realized it was a gross over reaction. And the fear that AI tech stack will move away from U.S. companies seems to be unfounded. DeepSeek was trained on Nvidia GPUs and …
Semiconductor ETF flows just hit a record. March: record OUTFLOWS. Panic selling. April 15th: record INFLOWS. Biggest in 7 years. The same investors who sold in panic are now buying back at higher prices. This is the most expensive pattern in investing. Sell the low. Buy the high. Repeat. And here is the contrarian warning. …
pic.twitter.com/xiwv4L8MTf — True 🇬🇧 Brit Gal 💋 (@ThaiLegal123) April 8, 2026 How long before israel stages a false flag to break the ceasefire? byu/MazdaProphet inconspiracy
https://www.youtube.com/watch?v=xV-fYkf6BbA Former UN weapons inspector Scott Ritter joins the show to provide a critical breakdown of Donald Trump’s recent foreign policy maneuvers and why he believes a pivotal opportunity for success resulted in a total collapse. This deep dive explores the strategic implications of these decisions and examines the widening gap between political rhetoric and …
The rescue had unfolded with near‑perfect precision. Under cover of darkness, U.S. commandos slipped deep into Iran, undetected, scaled a 7,000‑foot ridge and pulled a stranded American weapons specialist to safety, moving him toward a secret rendezvous point before dawn on Sunday. Then everything stopped. Two MC-130 aircraft that had ferried some of the roughly …
by confoundedinterest17 Since the attack on Iran by Israelis and US forces, crude oil and gasoline prices have soared … back to Obama and Bidem era levels. How about the impact of the Arctic cold blasts the northern states have received? You can see the spike in the Henry Hub Natural Gas Spot Price
The war with Iran is only one piece of a much bigger agenda. In this video, we break down the latest escalation in the Middle East, the media’s recycled war propaganda, and why so many global crises seem to push in the same direction: more control, less freedom.
by Michael After this week is over, there may be no turning back. President Trump is literally threatening to “obliterate” Iran’s power grid, and the Iranians cannot do a thing to prevent that from happening. But in response, the Iranians are threatening to destroy oil and gas infrastructure all over the Persian Gulf. The Iranians …
🚨 THIS WAS THE EXACT MOMENT THEY KNEW THEY WERE GOING TO WAR. Steak and lobster hit their plates. pic.twitter.com/9s68gwyNzs — HustleBitch (@HustleBitch_) March 15, 2026
by Michael Global financial markets are starting to shake, and it is because of what is happening in the Middle East. At this stage, every day is a rollercoaster ride for investors, and that is not likely to change any time soon. The Iranians have paralyzed traffic through the Strait of Hormuz, and trying to …
by Michael What a wild week it has been already. On Sunday night, I watched as the price of oil hit $116 a barrel. It was insane. Financial markets started to panic all over the world because investors know that if the price of oil stays above $100 a barrel for an extended period of …
Reports indicate that there are currently full-on clashes between the Popular Mobilization Forces and a seemingly U.S. Apache helicopter moving into the city. The Apache, an unknown number of them, reportedly took off from Erbil airport, then approached the city, thereafter… pic.twitter.com/EoGkr2un3t — Global Surveillance (@Globalsurv) March 6, 2026
🚨 Trump to Democrats: "these people are crazy. I'm telling you. They're crazy." pic.twitter.com/ypXJnow4sL — Breaking911 (@Breaking911) February 25, 2026 If it wasn't for rightwing lawyers, Trump wouldn't have been on the ballot in 2024, the Ninth Circuit would still be an leftist law factory, Roe would still be law, Chevron would still be law, …
Mohamed A. El-Erian @elerianm Is this a “canary-in-the-coalmine” moment, similar to August 2007? This question will be on the mind of some investors and policymakers this morning as they assess the news that, quoting the FT, the “private credit group Blue Owl will permanently restrict investors from withdrawing their cash from its inaugural private retail …
China’s 2008 moment is happening: New home prices in 70 Chinese cities fell -0.4% MoM in January. Year-over-year, prices fell -3.1% byu/RobertBartus inEconomyCharts Factcheck: The claim is accurate based on official data from China’s National Bureau of Statistics (NBS), released in mid-February 2026 covering January 2026 figures for new home prices across 70 major cities. …
by David Haggith “I think the best way to get a handle on the risks of AI is to ask the following question: suppose a literal ‘country of geniuses’ were to materialize somewhere in the world in ~2027. Imagine, say, 50 million people, all of whom are much more capable than any Nobel Prize winner, statesman, or …
A very revealing moment in Parliament today. The Home Secretary told me that the rape gang scandal ‘was’ one of the darkest moments in our history. No, Shabana. It still is. It is happening now. Today. All over Britain. The country needs to understand that. — Rupert Lowe MP (@RupertLowe10) February 9, 2026 Nobody gives …
Rep. Melanie Stansbury @Rep_Stansbury The growing list of countries that are investigating or pushing leaders to step down over the Epstein Files ⬇️ -The UK -Norway -Sweden -Slovakia -France -Latvia -Lithuania -Poland -Ireland Meanwhile the U.S. President is trying to tell Americans to “move on” after he appears 38,000 times in the files, alongside dozens …
https://twitter.com/InsaneReality/status/2020719940081213610
At this moment, he said I’m joining ICE 💀 pic.twitter.com/IoiW0XZzyG — Gina Milan (@ginamilan_) January 15, 2026
For private sector jobs, a low(er-)hire, but (still) low-fire market: • Vacancy rate ticked down to 4.5% in November, matching a cycle low • Hiring rate ticked down to 3.5% in November, matching a cycle low • The job-quitting rate ticked up one tenth to 2.2% (off of a cycle… pic.twitter.com/EeKTPGbVy9 — Nick Timiraos (@NickTimiraos) …
Stocks now outweigh the money supply by three to one, which only works as long as liquidity keeps pretending it’s infinite. When cash tightens even a little, there’s nothing underneath that valuation but hope. That's when people want to be in the world reserve currency but even that has its limits…. And we are about …
How do fake stores pull six times the SNAP volume of a real supermarket without alarms? HOLY CRAP. Federal prosecutors just blew the lid off a $7 MILLION SNAP fraud scheme in Boston. Two Haitian nationals have been charged for running so-called “ghost stores” — tiny shops with barely any inventory that were somehow cashing …
Lower-income households are getting squeezed by essentials while higher earners keep the discretionary engines running. If the economy is so hot why have these brand new homes been for sale for months and months? In EUGENE pic.twitter.com/YGIwagg8RR — Rachel Bitecofer 🗽🦆 (@RachelBitecofer) December 24, 2025 Banks. Moment of truth has arrived. pic.twitter.com/NctBiSQvG9 — The Great …
Asked by Erika Kirk what her advice to young men is, Nicki Minaj says, “don’t be like [Gavin] Newscum.” Nicki then refers to President Trump as “our handsome, dashing president.” She then referred to Vice-president JD Vance as “an assassin,” and remembered whom she was on stage… pic.twitter.com/V6GQXQZzo8 — Yashar Ali 🐘 (@yashar) December 21, …
NEW: Police bodycam footage has been released showing the moment that Luigi Mangione was confronted at a Pennsylvania McDonald’s. The footage was reportedly shown in court this week. Mangione was seen in the bodycam footage identifying himself to officers as "Mark… pic.twitter.com/BdqXz5m0Lu — Collin Rugg (@CollinRugg) December 10, 2025
‘This is it, the day we all dreaded, a milestone in Britain’s descent into collectivism of the most repugnant kind. We have just witnessed a monstrous Budget delivered by the worst Chancellor in living memory, an obscene mix of untruths and delusion, a farrago of bile, envy and nastiness that will vandalise our economy and …
Elissa Slotkin ADMITS Democrats lied about President Trump issuing illegal orders to the military: ABC: "Do you believe President Trump has issued any illegal orders?" SLOTKIN: "To my knowledge I am not aware of things that are illegal." pic.twitter.com/63F8AHkK7E — RNC Research (@RNCResearch) November 23, 2025 What they violated: pic.twitter.com/qdrzYxFDqf — Mr. Puma ن (@MrPuma335045) …
While everyone clocked out for Friday, On October 31st, another subprime lender, Bayside Credit is no longer originating loans. We updated our clients on the impacts today. Another “isolated” event, for sure. — Unicus (@UnicusResearch) November 2, 2025 In October 2025, the financial world was rocked as PrimaLend Capital Partners, a leading subprime auto lender, …
Leavitt: “At this moment in time, the ballroom is really the president's main priority.” You heard that America? pic.twitter.com/b0EkI8kFoZ — Spencer Hakimian (@SpencerHakimian) October 23, 2025 Grok: Karoline Leavitt said that during a briefing on White House renovations. The question focused on construction projects like the ballroom and Rose Garden patio, not broader national priorities. …