Independent thinking for complex markets and current events
Bull Theory @BullTheoryio 🚨The cheapest money in the world just got more expensive. The entire global financial system borrowed it. Japan’s 10-year bond yield just hit 2.564%, for the first time this century. Japan is one of the largest holders of U.S. Treasury bonds in the world. As Japanese yields rise and a BOJ rate …
Every man that sends money to an internet girl is a complete fool and a confirmed idiot. — Bravo Sierra (@BravoSierraM4) May 11, 2026 Filters built the audience, reality cleared it out just as fast. pic.twitter.com/jwsDJifA8n — Tara Rei (@Divine_Sass) May 11, 2026
Official data now screams the economy is in freefall. Annual jobs numbers this low only happen in full-blown recessions. we are in a consumer recession for the bottom 80%. top 20% are crushing it. — Jon Brooks (@jonbrooks) May 8, 2026 "consumers are literally running out of money" — Heinz CEO You can’t budget your …
Celebrities dropped massive cash on outfits and tickets to Jeff Bezos’ event while acting like they care about regular people and inequality. Protests outside chanted tax the rich while inside it was all excess. FUCK THE MET GALA Also, fuck any celebrity that paid 100,000 dollars to attend a Jeff Bezos event and act like …
Elon Musk’s Terafab chip factory in Texas could cost up to $119 billion, filing shows. Musk, who’s also CEO of Tesla, is aiming for Terafab to be the “most epic chip-building effort ever — combining logic, memory and advanced packaging under one roof,” according to a post on X last month from SpaceX, which now …
Druckenmiller begs Soros to dump all tech at 104 times earnings in January 2000. He steps aside watching his gunslingers print 3 percent a day while Quantum Fund crawls. Emotional FOMO hits hard, he piles back into $6 billion of tech stocks right at the top. Loses $3 billion in six weeks and admits he …
Tech concentration turns the stock market into a violent algo casino with sky-high peaks and razor-sharp drops. Ninety percent of trading now runs on machines so fundamentals got tossed out the window. AI supercharges every headline and earnings beat into instant bloodbaths or moonshots. WELCOME TO THE NEW STOCK MARKET As the market continues to …
Pras Michel reported to federal prison in Safford, Arizona, on April 30 to begin his 14-year sentence. The Fugees rapper was convicted of funnelling roughly $100M in illegal foreign money from Jho Low into the 2012 Obama campaign and later lobbying the Trump administration to drop the investigation. Pras Michel turns himself in to begin …
This ruling puts a hard stop on using AI purely to boost margins at the expense of jobs. CHINA JUST DREW A LINE ON AI A court in China has ruled it ILLEGAL to replace human workers with AI purely to cut costs. They have put responsibility back on corporations. They can’t automate just to …
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 on April 30 to launch TrumpIRA.gov in 2027. It utilizes the Saver’s Match (SECURE 2.0) …
via Phoenix Capital Research The world is entering a new chapter in terms of investment. It is now clear that the pandemic opened the door to an amount of money printing/ stimulus that was previously unthinkable. It is also clear that once policymakers (governments and central banks) crossed that threshold, that they will never return …
Tech titans Elon Musk and Sam Altman head to court in trial over OpenAI: What to know. Musk’s lawsuit against OpenAI claims that the company violated its founding mission as a nonprofit to develop AI for the benefit of humanity by creating a for-profit entity in 2019. His suit seeks the removal of OpenAI CEO …
This proves OpenAI is sprinting straight into a cash crunch and the IPO will be the biggest bag dump of the decade on retail. OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders …
Everyone’s gonna chase this IPO like crack and end up as the exit liquidity for the insiders. SpaceX has confidentially filed for its IPO in April 2026 targeting a June listing with a valuation between $1.75 and $2 trillion. SpaceX just took a major step forward: according to Bloomberg, Reuters, CNBC and others, the company …
Quoted cost of $600 in metal parts per hydrant. Which means the thieves might get as much as $60. The cost to repair will be $6,000. Or possibly $60,000 if there’s a lot of water damage as a result. It’s a lot easier to destroy value than to create it. Thieves destroy nearly 75 Detroit …
https://truthsocial.com/@realDonaldTrump/posts/116420395293904982 BREAKING: Donald Trump has taken to Truth Social after Iran's foreign minister declared the Strait of Hormuz "completely open" for the "remaining period of ceasefire". Oil prices have dropped by 10% following the announcementhttps://t.co/1jZc7AWiag 📺 Sky 501 pic.twitter.com/PMJ7pxEpo2 — Sky News (@SkyNews) April 17, 2026 Donald Trump hailed a major step toward peace with …
Interesting clip from a recent conversation featuring Matthew Piepenburg. He argues that rising debt levels are forcing governments into a corner where they prioritize protecting bond markets over preserving currency value… something we may be starting to see play out globally. Curious what people think about this perspective. h/t thetimeisgold
HOLY SH*T 🚨 In case you missed it: Josh Hawley said $1 TRILLION in taxpayer money is lost to fraud every year ‘We The People’ want a refund THIS IS RIDICULOUS pic.twitter.com/qmGaNRgNuw — QUANTUM GUARD ™️ (@QuantumGuard17) April 2, 2026 Elon Musk says he and DOGE found 14 ‘magic money computers’ that create money …
First, we have our “subprime is contained” moment from the Fed. Second, the run on Blue Owl is “unprecedented.” Third, and more important than either of those, it’s **who** is doing the running. In its disclosure, the sad owl let slip the truth underneath more ridiculous spin. When investors demand 20% to 40% out of …
Social Security is the nation’s largest social insurance program, making payments to approximately 75 million Americans every month. Yet the program faces an imminent funding shortfall. Social Security’s trust fund for retirement benefits may run out in 2032, which could prompt an across-the-board benefit cut, according to projections from the Social Security Administration and Congressional …
2015, the Iran nuclear deal unlocked access to roughly $100B to $150B in Iranian funds, and people keep lazily calling it “Obama gave them cash” which is not even how it worked. Barack Obama did not wire Iran a blank check, most of that money was Iran’s own frozen assets getting released. But here is …
Asia runs on imported energy and if that flow even looks shaky, investors do not stick around to debate it, they pull first and ask questions later. This is how pressure shows up before the real economic damage hits. Investors from overseas have sold -$52 billion of Asian emerging-market equities excluding China so far in …
President Donald Trump told a group of farmers that money doesn’t matter “if you make enough” while speaking from the White House balcony on Friday. Trump addressed what he described as the largest gathering of farmers at the White House when he bragged about giving them $12 billion thanks to his tariff policy. “I don’t …
Let me tell you why this Goldman Sachs headline is the most dangerous one you’ll read today.. Companies spent $450 billion on AI last year.. fired tens of thousands of people to “restructure around AI”.. replaced entire departments with chatbots.. And Goldman Sachs just said it contributed basically zero to economic growth.. so where did …
BREAKING: MUST WATCH FOR EVERYONE WHO OWNS STOCKS. Legendary Investor Howard Marks appearing yesterday on Bloomberg discussed Retail being pushed to invest in Private Credit, Stock Market Cycles and "Cockroaches in the Coal Mine". "It's only during tough economic times that we… pic.twitter.com/1laL9djaZ0 — Common Sense Investor (CSI) (@commonsenseplay) March 19, 2026 It happens slowly… …
via Phoenix Capital Research Stocks are bouncing this morning because things do not appear to have worsened geopolitically over the weekend. The lack of escalation in the War with Iran combined with the fact that stocks are oversold has induced traders to play for a bounce. However, in the big picture, the situation in Iran will not …
View post on imgur.com Donald J. Trump @realDonaldTrump The United States is the largest Oil Producer in the World, by far, so when oil prices go up, we make a lot of money. BUT, of far greater interest and importance to me, as President, is stoping an evil Empire, Iran, from having Nuclear Weapons, and …
by Martin Armstrong Canada’s housing market has become one of the most expensive in the developed world, and the affordability crisis continues to worsen despite rising interest rates. Mortgage payments as a share of household income are now near record levels, leaving many first-time buyers completely priced out of the market while existing homeowners face significantly …
What happened to this Trump? — Peter Schiff (@PeterSchiff) March 8, 2026
