Independent thinking for complex markets and current events
The Americans Who Are Going a Whole Month Without Buying Anything Google searches for ‘No Buy January’ have hit a five-year high as Gen Zers and millennials sign up for the thrifty challenge This January, Americans aren’t just giving up alcohol. They are giving up buying anything at all. Fueled by social media, some consumers …
Retail apocalypse grips the country with more than 8,000 great American stores to close and experts say the bloodbath will only get worse https://t.co/4boBgbX4mr — Daily Mail US (@Daily_MailUS) January 18, 2026 Game over may be flashing on the screen again for GameStop. The once-dominant video game chain is expected to shutter around 470 stores …
Already 25 data center cancellations and postponements this month, expecting to see a 100+ month towards midterms (excludes local/county moratoriums) pic.twitter.com/ftpCQDA1UP — Don Johnson (@DonMiami3) January 18, 2026 Here are a few recent data center postponements from early January 2026 reports: – Microsoft project in Lowell Township, MI: Paused for community input on energy and …
https://truthsocial.com/@realDonaldTrump/posts/115855894695940909 U.S. National Debt is growing by $1 million every 15 seconds — $6 billion increase every day. https://www.usdebtclock.org/
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 …
🚨NEW: @ScottAdamsSays shares devastating health update😞🙏 "I talked to my radiologist yesterday and it’s all bad news. So the odds of me recovering are essentially zero." "You should prepare yourself that January will probably be a month of transition one way or the other." pic.twitter.com/DGtl4jPtjc — Jason Cohen 🇺🇸 (@JasonJournoDC) January 1, 2026 Coffee With …
This fall, typical new car broke $50,000 barrier; ‘We don’t have $300 monthly payments any longer’ The price of new cars and trucks in the U.S. has increased 33% since 2020, and consumers are piling on interest as they stretch out loan terms to eight, nine and nearly 10 years. David Kelleher, who runs a …
They’re not “refugees fleeing danger” if they vacation in their home country https://t.co/B50PR0TDCC — Elon Musk (@elonmusk) December 21, 2025 TERROR IN SWEDEN: There is WAR on the streets – Just this month, 30 BOMB ATTACKS https://portal.research.lu.se/en/activities/terror-in-sweden-there-is-war-on-the-streets-just-this-month-30-b/
In a new experiment, Meta is limiting the number of links users can post on Facebook, unless they have a paid Meta Verified subscription. Over the last week, several users have spotted Meta’s test, which impacts link posting. Social media strategist Matt Navarra noted that users part of the test can only post two links …
Source: Goldman SachsH/T: @dailychartbook — Barchart (@Barchart) December 16, 2025
$21 BILLION IN OBAMACARE SUBSIDIES CAN’T BE TRACED TO ACTUAL PEOPLE Government Accountability Office decided to see if anyone’s actually watching the store. So they made 20 completely fictitious applicants – no real people, no documentation, just testing if the system would notice. 18 of them are still actively covered. September 2025. Monthly payout: over …
Prices for computers, graphics cards, smartphones etc are going up and will stay up for years because of the demand from AI companies. The RAM pricing crisis has only just started, Team Group GM warns — says problem will get worse in 2026 as DRAM and NAND prices double in one month. The ongoing structural …
🚨 BREAKING: The national median monthly rent for apartments fell for the fourth month in a row. Who would have thought that mass deportations would make housing cheaper.pic.twitter.com/19QIe4gx2A — CJ Pearson (@Cjpearson) December 3, 2025 A slew of new supply is still making its way through the multifamily housing market. That, coupled with weakening demand, …
by Michael It’s a bloodbath out there right now. On Monday alone, crypto investors lost about $200,000,000,000 in just 24 hours. Overall, crypto investors have lost about $800,000,000,000 over the last month. In this article, I want to try to explain why this is happening and what is coming next. You see, the truth is that the era of …
JUST IN 🚨: Nasdaq $QQQ posts first red month since March 📉 It was a hell of a run 🫡 pic.twitter.com/SDBAZ4AMoN — Barchart (@Barchart) November 28, 2025 **NVIDIA** A concerning day for Nvidia: trading red amid a broad-based rally in equities, commodities, and precious metals. The broadening pattern is like a black hole…nothing escapes once …
An American finances a $111,916 truck and pays $1,898 a month. After 84 payments, the total hits $159,464 — for the SAME truck. He pays $47,548 EXTRA. This isn’t “financing” — it’s legalized robbery. If you need an 84 month loan, then you can't afford the car. — Jack Bravo (@JackBravo365) November 23, 2025
BREAKING: The US Labor Department announces that November CPI inflation data will be released on December 18th. The "employment situation" data for October and November and CPI inflation data are BOTH coming after the Fed meeting. The Fed is in a data blackout still. — The Kobeissi Letter (@KobeissiLetter) November 21, 2025 💥BREAKING: 🇺🇸 BLS …
“The company behind Donald Trump’s social network Truth Social has lost more than $400m (£305m) on its stash of Bitcoin as the price of the cryptocurrency plunges in a trillion dollar market sell-off. Trump Media & Technology Group held more than 11,542 Bitcoin at the end of September, according to its latest financial statement. These …
US mass layoff warnings are rising at a concerning pace: 39,006 Americans were given advance layoff notice in October, the 2nd-highest since the 2020 pandemic. These notices are issued under the Worker Adjustment and Retraining Notification (WARN) Act, which obligates covered employers to provide at least 60 days of notice before a mass layoff or …
US grocery prices have never been more expensive: The average cost of groceries for a family of 4 is now up to a record $1,030/month. This marks a +$280 increase since January 2017, when the average family spent $750 a month. In 2021-2022 alone, grocery costs surged by +$150. To put this differently, a family …
CDS MARKET FLASHING WARNING SIGNS: CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits. We are seeing a ton of heavy, upfront “capex” spending by these companies. Not only that, but these hyperscalers are …
When a program depends on higher earners to carry the bill, the moment the subsidy ends, the real cost shows up in full. $800 with subsidy, $2,000 without it, same plan, different moment. It’s $2,000 a month because that’s how ACA (Democrat law) works. They expect higher earners like you to subsidize lower and mid …
US Rents were down 0.9% over the last year, the 29th consecutive month with a YoY decline. Renting a home is cheaper than paying a mortgage in all 50 of the largest metros in the US. byu/Boo_Randy_II inHouseBuyers
Job cuts for October totaled 153,074, a 183% surge from September and 175% higher than the same month a year ago. It was the highest level for any October since 2003. Companies in the technology sector announced 33,281 cuts, nearly six times the level in September. “Like in 2003, a disruptive technology is changing the …
by Martin Armstrong US manufacturing turned down in October on the PMI index, dropping from 49.1 in September to 48.7 in October, marking the eighth consecutive month of contraction. Price pressure may have eased (58 from 61.9), but production (48.2 from 51), inventory (45.8 from 47.7), and deliveries (54.2 from 52.6) have all declined. Employment …
Authored by Mike Shedlock via mishtalk, The manufacturing ISM continues to reek of mild stagflation. ISM chart and excerpts below by permission from the Institute for Supply Management® ISM® Note: Supplier Deliveries is the only ISM® PMI® Reports index that is inversed; a reading of above 50 percent indicates slower deliveries. Please consider the October 2025 Manufacturing ISM® Report …
Two military sites earmarked as asylum seeker accommodation Hundreds of asylum seekers could be housed in two military sites in Inverness and East Sussex as the government seeks to end the use of hotels. Discussions are under way over the use of the sites to accommodate 900 men, as first reported in the Times. There …
by Michael I have been hearing from a lot of people about the month of November. Many are convinced that things are going to get really crazy next month, and I think that it is quite likely that they are correct. Of course things are already starting to get crazy all over the globe and we …
France is facing a full-blown credit crisis. S&P Global Ratings just downgraded the country’s credit rating from AA- to A+, marking the third downgrade in barely a month. The move reflects both political chaos and growing debt problems in Europe’s second-largest economy. Prime Minister Sebastien Lecornu barely survived two no-confidence votes and was forced to …
Banks are always the first to fall. pic.twitter.com/gx7JYpc91Y — Spencer Hakimian (@SpencerHakimian) October 14, 2025 BREAKING 🚨: Japan Japanese Yen forms a Death Cross ☠️ against the U.S. Dollar 📉 pic.twitter.com/TrbyJDNYWG — Barchart (@Barchart) October 13, 2025 JPMORGAN CFO SAYS WE DON'T LIKE BUYING BACK STOCKS AT THE CURRENT LEVELS — *Walter Bloomberg (@DeItaone) October …