Independent thinking for complex markets and current events
$NVDA sells GPUs to $ORCL. Oracle uses to power its data centers Oracle builds cloud on those GPUs Nvidia rents compute back via signed deals from Oracle Nvidia gets recurring revenue from hardware sales and cloud services without owning all the data centers. Oracle turns capex (buying GPUs) into opex revenue by renting compute to …
Interesting read. China has been hoarding gold and adding to it for 10 consecutive months. Meanwhile their treasury holdings have dropped. pic.twitter.com/xh9IdW8iYE — QE Infinity (@StealthQE4) September 10, 2025 BREAKING: Global broad money supply rose +9.3% YoY in July, to a record $140 trillion. This metric covers 169 countries and territories, representing 99% of global …
via notayesmanseconomics Over the last week or so we have seen quite a change in the economic data coming out of the US in an area the Federal Reserve looks at closely. Yesterday saw this from the Bureau of Labor Statistics. The economy added 911,000 fewer jobs (or -0.6% of total employment) than initially reported …
Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced with classes including "how to become a social media influencer" and "when in doubt, buy …
Mortgage rate buy downs were the preferred method of home builders to offer incentives and discounts on properties over the past few years to get them sold without actually lowering the price. However, fast-forward to today, not only are home builders offering mortgage rate buy downs, but they’re also offering price reductions and people who …
Rates going to start tumbling like 2008. Maybe because the smart money knows that houses are insanely overpriced, and the loss of FedBux "value" when Housing Bubble 2.0 implodes is going to be stupendous byu/Boo_Randy_II inWallstreetsilver Mortgage Demand is 34% below pre-pandemic norms, 55% below the pandemic peak and lower than 2008-2012 crash byu/Altruistic_Horse4104 inREBubble …
Seating Gates and Zuckerberg next to President Trump is shocking. These are men who have openly opposed him for years. Yet here they are, sharing a table, shaping the story of who holds influence in Washington. It’s really funny that 6 months in to Trump 2.0, the economy is barely hanging on by a string. …
This simultaneous explosion of printed money is a massive inflation warning. We are witnessing real time collapse of global fiat currencies. History in the making. Yikes 😬🔥 pic.twitter.com/jDdT8l2w8E — Eric Yeung 👍🚀🌕 (@KingKong9888) September 4, 2025 This chart, illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first …
Beazer Homes is bleeding. A $754 million builder dangling mortgage rate buydowns like meat in a trap. In Dallas-Fort Worth, the pitch is this: “Enjoy 2.99 percent 1st Year* 3.99 percent 2nd Year and 4.99 percent Fixed, Years 3 plus on Select Quick Move-In Homes with Beazer’s Buydown. Hurry. Offer Ends Sunday, August 25” source …
In a private group chat in June, dozens of Democratic political influencers discussed whether to take advantage of an enticing opportunity. They were being offered $8,000 per month to take part in a secretive program aimed at bolstering Democratic messaging on the internet. But the contract sent to them from Chorus, the nonprofit arm of …
Are U.S. Treasuries finally as risky as stocks? First, what is a Treasury? When you buy a U.S. Treasury bond, you’re lending money to the government. They promise to pay you interest (called a coupon) and then return your money when the bond matures. Safe, right? Except prices can swing if yields change. — StockMarket.News …
No one expects a rate hike to happen, but the overwhelming expectation on Wall Street has been for coming cuts. Traders are betting on a nearly three-in-four chance that the Fed will lower its main interest rate at its next meeting in September, according to data from CME Group. The hope on Wall Street has …
The numbers don’t just clash. They flip. In cities like San Francisco, New York, and Boston, unionized city bus drivers with seniority and overtime routinely break into the $80,000 to $100,000+ range. Career.com’s 2025 breakdown shows California’s average city bus driver salary at $50,201, before overtime, bonuses, or night shifts. Career.com That is not a …
by confoundedinterest17 Is This My Free One-Way Bus Ticket To Cleveland? Cleveland is leading the nation in home price growth at 4.7% YoY. Followed closely by Hartford CT, Louisville KY, Detroit MI and Buffalo NY. Well, if The Fed would stop printing money (M2), home prices would decline. But The Fed will keep on printing! Of course, …
The cheapest family insurance plan my work offers is $25,480.32 freedom dollars per year. byu/MaconBacon01 inmildlyinfuriating h/t TGBmox_777
So not only did $MSTR buy just $51M of Bitcoin, due to lack of demand for the preferred ATM’s, but it also looks like Saylor is lowering the 2.5x mNAV floor “when otherwise deemed advantageous” to the Company. pic.twitter.com/Scfd4VMYiA — James Chanos (@RealJimChanos) August 18, 2025 Here are both, for comparison. $MSTR pic.twitter.com/1ig7YTfvKh — James …
Institutional investors are all in on tech, retail is buying 3 billion dollars a day, and real estate is frozen. This is more than a bubble, it’s a pressure cooker ready to blow. Well – let me man-splain it "Recession coming" And this at a time where we have the largest Bubble ever. 226% Market …
U.S. July CPI: Core Inflation Hits 3.1 Percent Year Over Year Headline CPI rose 0.2 percent month over month, matching expectations. Year-over-year inflation came in at 2.7 percent, just below the 2.8 percent estimate. Core CPI rose 0.3 percent month over month and 3.1 percent year over year, beating the 3.0 percent forecast. The Fed …
The Soviets went nuts on money printing in the years before the collapse. pic.twitter.com/ccDFEykUlY — Balaji (@balajis) August 11, 2025 When government spends 100% of GDP you might call it the ultimate all-you-can-eat buffet. I’m not sure people realize government spending % of GDP is close to 50% And the trend is higher What do …
The Fed is back in the bond market. No cameras. No policy announcement. Just $43.6 billion in U.S. Treasuries scooped up in a single week. In May 2025, the Fed quietly bought $43.6 billion through its System Open Market Account (SOMA) — including $8.8 billion in 30-year bonds on May 8 https://dailyhodl.com/2025/05/24/fed-quietly-buys-43600000000-in-us-treasuries-in-alleged-stealth-qe-operation-after-china-abruptly-dumps-billions-in-bonds/ The official term …
🚨 UPDATE: JD Vance is asking Elon Musk to COME BACK into the MAGA movement by the midterms pic.twitter.com/516aCaFOef “I think it's a mistake for him to try to break from the president – my hope is that by the time of the midterms, he's kind of come back into the fold." "If… — Eric …
It's interesting to see some people claim inflation is slowing. The equal-weighted commodities index is up 12% in the past year. That’s real-world inflation. Meanwhile, US money supply just hit a new high, and the dollar is weakening sharply against other currencies, including… pic.twitter.com/xYS56p7DeX — Otavio (Tavi) Costa (@TaviCosta) August 9, 2025 Commodities surged 12% …
by Michael Are you old enough to remember when you could buy a really nice house for less than $50,000? Today, the average price of a home in the United States is more than half a million dollars. Of course everything else has become dramatically more expensive as well. I just asked Google, and I …
It’s really interesting how AI will make those companies using it more profitable by shedding jobs- yet there is zero mention of the proposition that there will be less demand to buy their products if people don’t have a job — Jehovah (@renegade_56) August 4, 2025 Eye-opening chart, S&P 490 has had no earnings growth …
$META Not everyone can be bought with money… Said no one ever. Except these people. My goodness. pic.twitter.com/VXbbDry3HC — Heisenberg (@Mr_Derivatives) August 3, 2025
The Reserve Bank of Australia is testing new digital money that can have rules built in. This “programmable money” can expire if not spent, block payments outside certain areas, or stop buying some items. Most people do not know this is happening. “Programmable money: currency with built-in rules that can expire, restrict spending, or even …
The entire Sacramento school board resigned after an audit found $180 million in taxpayer money misused. The schools were supposed to teach adult refugees English but many students never existed. Officials created fake classrooms and padded attendance to get more funding. “The entire board just resigned after they audited them and they found $180 million …
We asked the Hollywood Celebrities who helped “raise” $100 MILLION for the L.A. Fire Victims… WHAT HAPPENED TO THE MONEY?! 🤔 Katy Perry and her friends WON’T tell us 🤐 (wonder why?) pic.twitter.com/HsWE0j8LKe — Jesse Watters (@JesseBWatters) July 26, 2025
President Trump told reporters on July 25 that he “likes a strong dollar” but “you make a hell of a lot more money with a weaker one.” The dollar index is down 10% since January. That’s the steepest six-month drop since 1973. The U.S. M2 money supply just hit $22.02 trillion. That’s a record. Inflation …
