Independent thinking for complex markets and current events
The market is sending the Fed a very different message than it was months ago. Back in early 2025, investors were aggressively pricing in multiple rate cuts: some even betting on 4-5 by the end of the year. Soft landing euphoria was in full swing. Fast forward to now: Markets are pricing in just a …
Michael Burry says the AI story is just mass addiction with no real substance. He is short big AI names like PLTR, NVDA and MU plus the semiconductor ETF. He holds longs in names like LULU, PFE and others outside the AI frenzy. Hyperscalers spending huge on AI but seeing little return while chip makers …
🚨 BOMBSHELL! Market legend Jeremy Grantham destroys the crypto narrative on CNBC. He calls Bitcoin a useless speculative mechanism that will inevitably dwindle to absolute zero. He confirms its only real use is allowing crooks to move illicit money without a trace. pic.twitter.com/4H9dPDfSfF — Furkan Gözükara (@FurkanGozukara) June 27, 2026
This is on point. If the cost goes up 2x its fine. 5x it hurts. 10x is a sidekick to the face. In all 3 scenarios it's still worth it though. All the metrics point to a down turn, overcorrection, then the applications start hitting the real world and the market will sky rocket — …
Yup!!!! Looks good right? 😜 pic.twitter.com/MZ9UnGQ1z5 — Right is Still Right 🇺🇸 (@fedupMolly17) June 2, 2026 Some people are just that stupid — Jum (@JesterJum) June 3, 2026 Ironic isn’t it? pic.twitter.com/j2LLre1zTM — L1b_hunt3r 🇺🇸 (@Deplorablepaul4) June 3, 2026
Jensen Huang rejects claims that AI is driving layoffs, calling the narrative “too lazy” He says the timing does not make sense, arguing AI has only recently become useful “AI just arrived. How is it possible they’re already losing jobs?” “How were they laying people off two years ago because of AI?” He argues CEOs …
A major Ai feature/App couldn't survive the first quarter of 2026. So much for all white collar jobs being gone by 2028. Relax, idiots. — Yossi Gestetner (@YossiGestetner) March 25, 2026 So seeing the lawsuit filed by Baltimore on Tuesday, I feel that money wasn’t the only decision and these platforms will be found liable …
Just saw this data from Kobeissi. The scariest part isn’t the cash drop, it’s the 47% spread between sellers and buyers. Smart money is clearly sitting on their hands. if you’re trying to offload property right now, good luck competing with that much inventory. the leverage cycle is breaking. h/t itsarmansheikh
2026.1.30 Beijing struck on the 24th, purging Xi’s closest military ally under the safe label of “corruption.” The next day, a tidy WSJ foreign-bureau “exclusive” alleged a nuclear leak, convenient, containable, familiar. It wasn’t discovery; it was packaging. NFSC had already… https://t.co/nrbHttXv4Z pic.twitter.com/Oq9c236GAU — NFSC Speaks (@NFSCSpeak) January 30, 2026 The fall of Zhang Youxi, …
Authored by Charles Hugh-Smith via oftwominds, Those in charge of narrative control are suffering from the delusion that they’re making sense. Everything is under control until it isn’t. The name of the game in controlling the populace is narrative control, the current term for setting the context, priorities and agenda so the populace complies without being …
When the charges don’t match the rhetoric, the story was never about drugs. Two months ago, Rand Paul blew up Trump’s Venezuela false flag: “There’s no fentanyl made in Venezuela. None. Zero. These boats would have to refuel 20 times to reach Miami. And we don’t just summarily execute people.”pic.twitter.com/cYtUT8PJJT — ADAM (@AdameMedia) January 3, …
FIRST DETAILS FROM J6 PIPE BOMBERS CONFESSION. The Virginia man arrested and charged with placing pipe bombs outside of the Republican and Democratic National Committees the night before the Jan. 6, 2021, assault on the U.S. Capitol told investigators in a lengthy confession that he wasn’t targeting the joint session of Congress that was convening …
The housing shortage pic.twitter.com/U00dO89D4p — MegaDitto (@Choosey_Beggar) December 7, 2025
The network that once lectured the world on truth now scrambling to explain its own deception. BBC is my most untrusted news source. Gender ideology really highlighted it for me. I stopped trusting the BBC and deleted the app on my phone a long time ago. I'm delighted to see them being accountable for lying …
Tulsi Gabbard just said what no one in Washington has the courage to admit — Obama’s entire Russia narrative was a lie from the very beginning.
“There’s no fentanyl being made in Venezuela. Not a little, none. These are outboard boats that would have to refuel 20 times to reach Miami… We don’t just summarily execute people.” NO WAY: Rand Paul just shattered Trump’s Venezuela narrative, live. “There’s no fentanyl being made in Venezuela. Not a little, none. These are outboard …
https://twitter.com/1778Barrett/status/1977037683596689480 The Minnesota shootings were not random. They were not what the media first said. This was planned. Vance Boelter went after Democrats who broke ranks, not because they were Democrats. He didn’t act for the right. He acted against the left. The press called it right-wing extremism at first. When the facts didn’t fit, …
‼️🇺🇸: CBS has acquired 90 NEW photos from Epstein’s cell after his demise, and they do NOT add up with the 'suic1de' narrative. 👀 pic.twitter.com/nXjieCi87B — Diligent Denizen 🇺🇸 (@DiligentDenizen) October 9, 2025 🚨 NEW: CBS confirms Epstein’s jail cell was a forensic disaster. – No proper evidence markers– Items moved before photos– Epstein’s body …
The American Trucking Association (ATA) is out here feigning outrage over cargo thefts like the Guy Fieri tequila heist that just hit 60 Minutes—24,000 bottles of Santo Tequila vanished in a slick double-brokering scam. For years, the ATA has lied to the entire country, federal agencies, and legislators about a “truck driver shortage” that doesn’t …
Megyn Kelly unloads on Gavin Newsom using her commentary for his own false political narrative on X, her message to him that he needs to focus on crime in his own state, and more.
MSNBC didn’t get the answer they were hoping for, but honestly, if the FBI had anything damaging on Trump, it would have come out during the election. An Obama-appointed judge previously blocked the unsealing of the files, proving the only value left is speculation over whether Trump appears on it, not clearing his name. Otherwise, …
BALTIMORE,MD **MULTI VICTIM SHOOTING** POLICE REPORTING 6 SHOOTING VICTIMS INCLUDING A 5 YEAR OLD AND 15 YEAR OLD – CHECKING AREA HOSPITALS FOR OTHER WALK IN VICTIMS #BREAKING pic.twitter.com/ROIEiyGv9T — Alertpage, Inc (@alertpage) August 10, 2025 Baltimore Police: "BPD is scene of a mass shooting at the intersection of Spaulding & Queensbury Avenues. Multiple streets …
The House Intelligence Committee released a declassified report that rewires the 2016 election narrative. Page 17 confirms Russian intelligence had internal records on Hillary Clinton’s health, foreign dealings, and party communications. They chose not to release any of it during the campaign. That decision undercuts the central claim made by Brennan’s CIA. Russian intercepts said …
🚨🇺🇸 MEGYN KELLY: EPSTEIN STORY DOESN’T MAKE SENSE… AND IF IT DOESN’T MAKE SENSE, IT ISN’T TRUE "My point is on Epstein, he might've killed himself, I don't know. What makes Pam Bondi say she's got juicy stuff, then pivot to child pornography? The FBI does have that, but… https://t.co/wrFawxaCFX pic.twitter.com/X8zTIBphLk — Mario Nawfal (@MarioNawfal) …
Waiting to hear the narrative – falling yields are good for stocks because they will push up valuations… pic.twitter.com/7G1PW53E0c — Michael J. Kramer (@MichaelMOTTCM) June 24, 2025 MORGAN STANLEY EXPECTS US FED TO DELIVER SEVEN RATE CUTS IN 2026, STARTING IN MARCH, TAKING TERMINAL RATE TO 2.5%-2.75% — *Walter Bloomberg (@DeItaone) June 25, 2025
"We are going to discover just like we did from the 2005-2008 time period, that this perception that there is an incredible shortage of housing is simply wrong." pic.twitter.com/BGlNAraweK — Darth Powell (@VladTheInflator) June 19, 2025 we know what's going on pic.twitter.com/3qd615gfqm — Darth Powell (@VladTheInflator) June 20, 2025 There are roughly 14.9 million vacant …
Your cause shouldn’t come at the cost of someone else’s peace. One protest after another, and still.. no real message gets across. In LA, someone got hit with a rubber bullet. Which indeed is tragic, But when protests turn into mayhem, the original point is lost. And everyday… — Faizaan Unscripted (@FaizUnscripted) June 9, 2025 …
INDIA NEWS: “India has fact-checked Trump, but he won’t let it go. He’s like a broken record.” News networks in India call Trump out for lying 🤥 that he is responsible for the India-Pakistan ceasefire. pic.twitter.com/0Mrgtspc2k — The Tennessee Holler (@TheTNHoller) May 26, 2025 India stating that Trump is a liar and he had no …
WOW 🚨 The FBI started a national indoctrination campaign for a January 6th narrative ONLY 2 DAYS after J6 “I had no idea that there was a TWICE DAILY phone call that began only two days after January 6th in which the FBI was inviting in through one of their special resources… pic.twitter.com/qLKLMdiIPz — Wall …
🚨🇺🇸 U.S. RESPONSE TO ASIA QUAKE SLOW, AS CHINA FILLS VOID Trump’s dismantling of USAID is being tested in real time. After a 7.7 magnitude quake killed over 2,000 across Southeast Asia, the U.S. pledged $2M in aid—but couldn’t get its team into Myanmar. Meanwhile, China… https://t.co/OxQi0Iu39G pic.twitter.com/836YHBdzZI — Mario Nawfal (@MarioNawfal) April 1, 2025 …