Independent thinking for complex markets and current events
Palantir is now worth $374.75 billion. Bigger than Home Depot. Procter & Gamble. Bank of America. Coca-Cola. But it only brings in $3.1 billion annually. That’s a 120x price-to-sales ratio. Not driven by product. Driven by surveillance. In Q2 2025, Palantir’s government contracts surged 45 percent. The spike wasn’t military. It was federal civilian. IRS …
The headlines shout about a Venezuelan asylum seeker aiming to press criminal charges against President Trump. CNN reports the story but leaves out the bigger picture behind this move. This is no isolated legal action. It fits within a larger, coordinated strategy funded by activist groups and Democratic donors aiming to undermine Trump’s immigration policies. …
Momentum building toward fresh 52-week highs. Silver breakout surges while most of the world sleeps on it. The 45-Year Cup & Handle for Silver 🚨 Congrats everyone, it took a long time, but we did it 🥳🫂 pic.twitter.com/jPcG9Qzqsr — Barchart (@Barchart) July 21, 2025 🚨 Silver just touched $39 this morning — up $0.53 on …
red line is where you sell https://t.co/qRXLIj6z87 pic.twitter.com/M64CecWEJO — Alastair (@StockBoardAsset) July 14, 2025 S&P 500 – Time to make your move 🚨🚨 pic.twitter.com/pHPDwaSURr — Barchart (@Barchart) July 15, 2025 If you're not hedging or shorting here, good luck. — VolSignals (@VolSignals) July 15, 2025 Fund manager cash levels drop, triggering sell signal in latest …
Jerome Powell just confirmed what markets already suspected. The Federal Reserve would have cut rates by now if it weren’t for the tariff barrage coming out of the White House. That’s not speculation. That’s Powell’s own words. Inflation forecasts jumped after Trump’s tariff plan hit the tape. The Fed froze. The rate path changed. And …
Big moves in yields, especially at the front. While twos are making a move on their own, it’s the very front at the first-in-line bills that draws our attention. Steepening has been given a boost by some ugly recent data from right where it counts – incomes and spending. June Chicago PMI down to 40.4 …
Before the trade war began, American companies sending goods to China paid nothing in tariffs. That was the status quo. Zero tax. A smooth transaction from the U.S. to China. But that clean slate is long gone. Now, any American product sent to China carries a ten percent tax. That includes not just finished goods …
What TF is up with the Taiwan Dollar? pic.twitter.com/NLS1yDni51 — Nobody Special (@JG_Nuke) May 5, 2025 Pretty succinct overview of what’s going on. If the 1997 Asian Financial Crisis happened because Asian banks had too much USD liability mismatch, this time it seems they have too much USD asset mismatch. And no one on this …
It’s a desperate move. If their core business were solid, they wouldn’t need to hype it up by adding Bitcoin to make it more attractive. This is a sign of the AI bubble bursting. — Citizen Watch Report (@Citizenwatchrep) May 5, 2025 Nvidia, a leading technology company, is being speculated to consider a strategic allocation …
The walls are closing in on the ballot box across the Western world. What used to be decided by voters is now increasingly decided behind closed doors, in courtrooms, and through administrative orders. In Germany, the talk is no longer quiet. Government officials are openly considering whether to ban the AfD, a political party that …
BREAKING: The White House press secretary says “there will be no unilateral reduction in tariffs against China.” Trump is putting the ball in China’s court. — The Kobeissi Letter (@KobeissiLetter) April 23, 2025 BREAKING: White House Press Secretary Leavitt right now: There will be a fair trade deal with China, there will be no unilateral …
A federal judge has temporarily stopped the Trump administration’s efforts to streamline Voice of America and related networks, saying the moves may conflict with federal law. The ruling orders the government to restore jobs and funding at outlets like Radio Free Asia and the Middle East Broadcasting Networks — despite efforts to reduce bureaucracy and …
Markets price sub-2% rates with German 2-year falling under 1.7%… Something big just happened in Europe… and almost no one is talking about it. Last week, the ECB cut rates again — their 7th rate cut since last June — and while that made headlines, the real story is what’s happening underneath the surface: 📉 …
MAHA: Democrats are considering legal action to stop RFK Jr from finding the cause of autism spectrum disorder? First they side with MS-13 terrorists and now this? https://t.co/PimjxJ842f — @amuse (@amuse) April 17, 2025 99% of US farmland sprayed with synthetic toxins… Dr. Casey Means: "99% of the farmland in the U.S. is sprayed with …
5 Companies Sue Trump Over Tariffs https://t.co/tzc9mlHkrI — zerohedge (@zerohedge) April 15, 2025 Trump’s tariffs have injected a large measure of chaos into the markets – so much so that JPMorgan sees only four potential off-ramps to right the ship; (i) Series of Trade Deals – the key being that one or more need to …
Cambodia is being hit with the biggest single nation tariff rate of all, at 49%. This has major implications for its factories, now in a fight to survive the next few months if the tariffs are implemented, as retail partners freeze orders. Its one million workers, many of whom are women at the low-end of …
President Donald Trump has told his inner circle, including members of his Cabinet, that Elon Musk will be stepping back in the coming weeks from his current role as governing partner, ubiquitous cheerleader and Washington hatchet man. The president remains pleased with Musk and his Department of Government Efficiency initiative but both men have decided …
BREAKING: Gold prices officially surge above $3,150/oz for the first time in history. pic.twitter.com/bPOF4P1GSg — The Kobeissi Letter (@KobeissiLetter) March 31, 2025 Gold has officially crossed a major threshold, pushing above $3,150 per ounce for the first time in history. This surge comes as investors flock to the most historically reliable store of value known …
Here are the main things you need to know right now: Keir Starmer has said the government is “looking at” making spending cuts “across the board”; The PM said “we can take some money out of government”, with welfare and overseas aid cuts already confirmed; Chancellor Rachel Reeves has also said she’s looking to clash …
🚨🇩🇪GERMANY SEIZES RUSSIAN 'SHADOW FLEET' TANKER WITH $43M IN OIL IN MAJOR SANCTIONS MOVE Germany confiscated the Panama-flagged tanker Eventin—linked to Russia’s shadow fleet—after intercepting it off Ruegen Island loaded with 100,000 metric tons of oil worth €40M. The… https://t.co/ptKHyJobva pic.twitter.com/ZQrcGfJLZS — Mario Nawfal (@MarioNawfal) March 21, 2025
One of Tesla’s earliest investors has told Sky News that Elon Musk should step aside as the carmaker’s chief executive unless he gives up his new government job. Ross Gerber said in an interview with Sky’s Business Live that the tycoon and adviser to Donald Trump had lost his focus given his widening interests and …
It’s as predictable as the sunrise: Trump does something, and the media turns it into a circus. Whether it’s a common-sense action or a straightforward statement, the legacy media can’t resist the temptation to spin it into a scandal. Why? Because the narrative is always the same. Common sense but the legacy media turns everything …
Warren Buffett is likely selling his real estate empire – the latest warning sign that the property market is in dire straits. The real estate market has been on the skids in recent years. Brokerage companies have attempted to consolidate as home sales remain very low. Compass, the largest real estate brokerage in the country, …
He’s playing a dangerous game, using Europe as a pawn. Is Trump's tariff war a deliberate strategy to tank European bonds for U.S. inflation control? He mentioned rates falling significantly during the State of the Union speech. Either way, orchestrating a local market collapse (US) to implode Europe will have significant global… pic.twitter.com/m3gS4T4wrp — The …
Tens of millions of dollars worth Bitcoin left untouched in wallets since 2011—when the asset was trading for around $1—has been moved after 14 years. Six ancient BTC addresses holding a total of 250 BTC, nearly $22 million worth at today’s price, moved the assets to new locations Monday after sitting untouched for all those …
President Donald Trump plans to sign an executive order making English the official language of the United States, three White House officials told CNBC. Trump’s order would also rescind former President Bill Clinton’s directive for federal funding recipients to offer services for those with limited English proficiency. President Donald Trump plans to sign an executive …
JUST IN: 🇨🇦🇺🇸 Canadian dollar falls to lowest level since 2003 following President Trump's new tariffs. pic.twitter.com/oYdSzfYjmp — Rome (@Rome_Colt45) February 2, 2025
New council in Arizona investigates homeowners insurance non-renewals The state created a new group called the Resiliency and Mitigation Council to investigate non-renewals and insurance affordability in wildfire-prone areas. “This council was actually formed to try to get ahead of some of this that we’re seeing in our state as far as non-renewals, cancelations, and …
In a stark warning to property owners, billionaire investor Bill Ackman has taken to social media to advise, “When the insurance companies stop writing policies in your city, sell and move out.” This statement comes in the wake of major insurers pulling back from certain high-risk areas, signaling deep-seated issues within those locales. Echoing Ackman’s …