Independent thinking for complex markets and current events
Breadth collapses beneath the surface. AI boom or market top? Here is where it gets interesting. Nvidia is the ONLY Mag7 stock that has gained year to date. Analysts on average expect 63% revenue growth year over year. But as we know, over the past year AI has turned into a zero sum game for …
BREAKING: Mexican President Claudia Sheinbaum is threatening to sue Elon Musk for saying her administration is controlled by cartels: “We are considering whether to take some legal action. Lawyers are looking into it” pic.twitter.com/D2o0lSpmUV — ALX 🇺🇸 (@alx) February 24, 2026 She tries to find a reason to sue Elon every few months 🤣https://t.co/Uu38IhSwb2 — …
Today, the Federal Reserve conducted its largest single-day repo operation in the past five months, amounting to $30 billion. We are so back! pic.twitter.com/52ajADxXIN — The Coastal Journal (@1CoastalJournal) February 18, 2026
Anthropic’s CEO just leaked the most INSANE revenue numbers in AI history. And what he said about the next 12 months will change how you think about every business decision you’re making right now. Dario Amodei told Dwarkesh Patel on the interview that Anthropic went from: – 2023: $0 to $100M – 2024: $100M to …
Mag 7 cutting buybacks and borrowing while private credit guys talk about heavy drawdowns and yields keep grinding higher is not “AI strength,” it’s stress showing through the paint. Money isn’t cheap anymore, lenders are pulling back, and somehow people still act like companies can burn billions a quarter forever. Then you look at the …
Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price in nearly 16 months. The world’s oldest cryptocurrency sank as low as $72,884.38, falling more than 6% on the day. That’s its lowest level since Nov. 6, 2024, when the token traded at $68,898. https://www.cnbc.com/2026/02/03/bitcoin-price-today.html
10Y moving higher in hot patch of economic data this morning pic.twitter.com/aaJ7AJh615 — Don Johnson (@DonMiami3) February 2, 2026 US ISM Manufacturing PMI came in at 52.6% vs 48.5% expected. The US economy has entered the expansion phase. — Ted (@TedPillows) February 2, 2026 Do not confuse the increase in shipping rates as being bullish …
I've been watching the 30 treasury bond market. Its grim When the rate hits 5% the claxton bell goes off pic.twitter.com/3Iq7uQcBX5 — Leeds Fella : Slava Ukraini 🇺🇦 🇬🇧🇨🇦🇲🇽🇪🇺 (@FellaLeeds) January 28, 2026 👉 “Most of the borrowed money went to:• Tax cuts without spending cuts• Two long wars• Expensive private healthcare• Bailouts and stimulus• …
Who the hell needs this many tampons for a snow storm? pic.twitter.com/o6XXKQf9Hw — Christy (@ChristyRiz3) January 24, 2026 At this point just buy your own cow. pic.twitter.com/1MGpdQ1tgs — AVERYK (@AVERYK79) January 24, 2026
Intel stock plunged after the chipmaker issued lackluster guidance and warned of a supply shortage. Over the last year, shares have rallied on hopes of a turnaround as the chipmaker received investments from the U.S. government, SoftBank and Nvidia. Investors are looking for progress on foundry customers as the next momentum mover for the stock. Intel …
This bond trade looks boring right before it stops being boring. $TLT – Accumulation with Macro Fuel! After falling 55% from its 2020 high, $TLT has spent the last 18+ months basing. During that time, weekly volume is up 40–60% vs. the 2015–2019 average, a strong sign of institutional accumulation at depressed prices! Technically: – …
“December alone accounted for nearly 20% of the entire annual decline. At the same time, sales remain below 2019 levels despite population growth, while new listings are near multi-year highs even in December. That combination usually means prices haven’t finished adjusting yet.” h/t Key_Brief_8138
The latest report from Rentals.ca and Urbanation said December 2025 was the 15th consecutive month that average asking rents across the former’s listings network moved lower. When measured across the full year, average asking rents in Canada declined 3.1% in 2025, which was a larger annual drop than during the COVID-19 pandemic. However, while rents …
Canadian apartment rents fell again in December, marking a 15th-consecutive month of year-over-year declines nationwide. Average asking rents for all residential property types dropped to $2,060 in December, down 2.3% year over year and marking the lowest level in about two-and-a-half years, according to the latest Rentals.ca and Urbanation rent report. Rents are now 5.4% …
BREAKING: Silver prices surge above $87/oz for the first time in history, now up +210% in 13 months byu/RobertBartus inEconomyCharts
Trump Weaponizes DOJ Against Powell In Desperate Attempt To Rig Interest Rates byu/DumbMoneyMedia inEducatedInvesting Federal Reserve Chair Jerome Powell is under federal criminal investigation related to the $2.5 billion renovation of the central bank’s headquarters and his congressional testimony about that, Powell said. Powell said the probe was the result of the Fed “setting interest …
So the government ignored months of warnings and now people are freezing because leftist extremists struck again. BERLIN OUTAGE: The Consequence of Ignoring Leftist Extremism. The German authorities knew for months that the capital’s power network was at risk of an attack by left-wing activists, because plans were laid out in a pamphlet published in August. …
With the Fed hinting at cuts and Trump gearing up for a midterm narrative, you can hear the backroom consensus already: keep asset prices high even if Main Street is struggling. A market that only goes up when debt is soaring and growth is slowing stops being real. Trump will likely pull every lever possible …
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 …
Federal Reserve Bank of Cleveland President Beth Hammack said she saw no need to change U.S. interest rates for months ahead after the central bank cut borrowing costs at its last three meetings, The Wall Street Journal reported on Sunday. Hammack opposed recent rate cuts as she is more worried about elevated inflation than the …
Silver going vertical like this is not some quiet blip. Eight months straight green. Absolutely incredible: Silver is now hitting daily record highs, up +140% in 2025 alone. Technicals don't matter anymore and we've seen 8-straight green months. When do people finally start paying attention? pic.twitter.com/NCuHRY7VfZ — The Kobeissi Letter (@KobeissiLetter) December 22, 2025 Silver …
This feels like controlled transparency, not truth. They dump a chunk, promise the rest later, and hope the public gets tired before the names that really matter show up. When 300,000 pages exist and only some see daylight, that is not disclosure, that is damage control. The photos are shocking enough to distract, but the …
In the latest insane case of free speech being utterly dead in the UK, a socially isolated man has been slapped with an 18-month prison sentence for two anti-immigration tweets that barely anyone saw—viewed a pathetic 33 times combined. Luke Yarwood, 36, let loose on X after a deadly car attack at a Christmas market …
by Michael The slow-motion disaster that we are witnessing on the west coast is unlike anything we have ever seen before. A series of atmospheric rivers has already dumped trillions of gallons of water on the region, and trillions of gallons of additional water will fall before the end of the year. This has caused …
Weak demand, falling property investment, and slumping consumption. China’s retail sales and industrial output missed forecasts in November, highlighting weak domestic demand. Fixed-asset and property investment slumped further, marking the sharpest downturn since 2020. Policymakers pledged support, but analysts remain cautious as consumption and jobs stay under pressure. https://invezz.com/news/2025/12/15/chinas-economic-slowdown-deepens-in-november-as-weak-demand-weigh-on-growth/ h/t -Sliced-
TMZ Sports has obtained dispatch audio stemming from the alleged Sherrone Moore assault … with a woman claiming he attacked her at her home on Wednesday after stalking her for months. The audio states a call was made from a Michigan football employee’s address in Ann Arbor, Michigan around 4 PM. The employee — who …
On Friday, a Raleigh man was sentenced to serve at least 2 years in prison followed by three years of supervised release after threatening to kill then-President Joe Biden and the U.S. Secret Service agent who came to investigate the threat. More below. https://t.co/7stbi7UnsD — WWAY News (@WWAY) December 8, 2025 A Raleigh man was sentenced …
Scott Bessent DROPS THE HAMMER on the NY Times: “You just had what could be the greatest scandal of all time, the cover-up of Joe Biden’s diminished capacity. We just had a 3 hour cabinet meeting. For 10 months Biden did not have a cabinet meeting. Where was the NYT?” The Times doesn’t have journalists. …
Breaking: New Canadian intel report shows 386 kg of fentanyl seized in five-months, with Ontario and B.C. accounting for over 90% https://t.co/ve3VBhSvZD — Sam Cooper (@scoopercooper) December 2, 2025 “Arrested 217 people for trafficking fentanyl while on bail” do you think maybe we have a bail problem here? https://t.co/Foq8xtb8ec — Andy Lee (@RealAndyLeeShow) December 2, …
After a record 25 consecutive months of negative real wage growth, wages have now outpaced reported inflation on a YoY basis for 29 straight months. This is a great sign for the American worker that hopefully continues. Video: https://t.co/rAbmeeqgFh pic.twitter.com/Ir5Cz7o6a1 — Charlie Bilello (@charliebilello) November 28, 2025 Factcheck: Yes. From July 2024 to July 2025, …