Independent thinking for complex markets and current events
Sundar Pichai filed 4 separate sell transactions on Feb 20th totalling ~$9.8M in $GOOGL stock. – $4.4M sell – $3.4M sell – $1.6M sell – $435K sell All filed the same day via SEC Form 4. Make of that what you will. Anyone else watching insider filings lately? Like you all pointed out : scheduled months earlier routine diversification or tax-related NOT a sudden bearish signal h/t Nice-Dingo9138
🚨 HOLY SMOKES. President Trump announces the US will take in nearly $1 TRILLION DOLLARS in tariff revenue next year, throwing the experts into a state of SHOCK "Next year, $900 BILLION DOLLARS in tariffs! Unless the Supreme Court says you can't do it, can you believe it?!" 🔥 pic.twitter.com/hU7UAHKLRd — Eric Daugherty (@EricLDaugh) February …
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 …
Mercedes-Benz Recalls Nearly 12,000 Electric Vehicles, Says Battery Packs Could Ignite https://t.co/EgBsdHHGQi — zerohedge (@zerohedge) February 16, 2026 Mercedes-Benz USA has announced a recall of 11,895 electric vehicles due to potentially faulty cells in the automobiles’ high-voltage battery packs that could lead to a fire, like what happened in front of a MBZ dealer in …
JUST IN: Bitcoin falls under $81,000 Nearly $1,000,000,000 liquidated from the crypto market in the past 24 hours. pic.twitter.com/mdQ6JRoawy — Watcher.Guru (@WatcherGuru) January 31, 2026 Seems XLM (Stellar) and a small mention of XRP in Epstein Docs … Pretty bad look for BTC at the moment … When people find out who really built it …
Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s. This marks a -1.6 percentage point decline since April, one of the fastest drops since the survey started. Cash… pic.twitter.com/4hoUh1JNNa — The Kobeissi Letter (@KobeissiLetter) January 22, 2026 …
Trump orders cuts, Congress says nope. Daniel Horowitz @RMConservative Republicans are basically passing nearly every aprops bill with near-unanimous support from Dems. So everything Trump planned to defund or issued an EO to cut or change is getting funded at Biden levels. Certain things like HUD, section 8, rental grift and housing bubble inducing policies …
ICE agents pointed their weapons at a Minnesota police officer who’s an American citizen. She tried to film the encounter and they knocked her phone out of her hand. pic.twitter.com/MtR1POvS6U — Ryan Grim (@ryangrim) January 20, 2026
🚨NEWS: The Fed has quietly delivered nearly HALF A TRILLION DOLLARS of no-strings-attached bank bailouts in the last few months, according to documents & data reviewed by @LeverNews. In all, the new bailouts are already 60% of the amount of the financial crisis TARP bailout. pic.twitter.com/gHbVWY3eSm — David Sirota (@davidsirota) January 14, 2026 Massive, unprecedented …
HEGSETH: “200 AMERICANS WENT DOWNTOWN IN CARACAS” Secretary Pete Hegseth publicly trolled Russia’s multi-billion dollar air defense systems protecting Venezuela, revealing nearly 200 American special forces operators penetrated downtown Caracas while calling it “re-establishing deterrence.” Hegseth delivered the remarks during a speech at a Virginia shipbuilding facility, praising the military’s “support of law enforcement” in …
🔥SILVER PRICE IN TOKYO HITS $130/OZ!!!🔥 TOKYO PRICE, WALL STREET LIE "Silver at $130 in Japan, $106 in Kuwait, $97 in Korea, and “$71” on Western screens is not a market; it is a confession. The numbers read like a crime scene diagram: in the real world where bars change… pic.twitter.com/A9xuhtNd0K — SilverTrade (@silvertrade) January …
We’re heading full speed towards a health care crisis. Republicans in DC did this. They voted to double your premiums 13 times. pic.twitter.com/4GOPBWpCCv — Senator Reverend Raphael Warnock (@SenatorWarnock) December 17, 2025 Grok: According to http://OpenSecrets.org, Senator Warnock received about $6.85 million from the health sector in the 2022 election cycle, including $3.65M from health …
Pfizer is in the midst of an aggressive, multi-year cost-cutting effort, which so far has left nearly 2,000 people jobless. Pfizer will part ways with more than 200 employees across Switzerland as part of continuing effort to slow its cash burn, according to a Wednesday report from Bloomberg. After the layoffs, the pharma expects its …
Lose-lose situation. The question is, do we want a company controlling the entire film and streaming industry, or do we want to further enlarge the power of the Ellison family? Here are my thoughts from 3 days ago, but I’m happy to talk about this even further. https://t.co/Ta6bl4kFQ2 — World of Finance (@FinancesWorld) December 8, …
by Michael Artificial intelligence is rapidly transforming virtually every major institution in our society, and that even includes church. In the not too distant future, you may find yourself in a service where the songs have been written by AI, the prayers have been written by AI, and the sermon has been written by AI. …
HSBC has said that OpenAI is going to have nearly a half trillion in operating losses until 2030, per FT: pic.twitter.com/KQrsGIqFnK — unusual_whales (@unusual_whales) December 4, 2025 “OpenAI may continue to attract significant funding and could ultimately develop products that…revolutionize the world. But at present, no start-up in history has operated with expected losses on …
For decades, people have fretted about the financial sustainability of America’s bedrock retirement income program. Now, Social Security’s precarious fiscal state is an issue for the here and now. How to fix it is set to be a defining political fight of the next several years, with millions of Americans’ benefits and the fiscal future of the …
Regional banks now hold almost one-third of all U.S. commercial mortgages and a majority of non-owner-occupied CRE, and “latent distress” is about 4X larger than what current delinquency rates imply.🧵 CRE: ~ $4.8 T Consumer debt: $5.58T (auto: $1.66T, Student loan: $1.65 T) 1. Chief Risk Officer of a regional bank admitted on the call …
The US is officially in a debt spiral, the government refuses to stop spending because it can't without causing a massive depression (capitalism). Life feels worse because it IS worse.pic.twitter.com/LDXHs9efGZ — Darth Powell (@VladTheInflator) November 24, 2025 Government spending has stolen 28.42% of your purchasing power since 2020 https://t.co/zALRP7G1ST pic.twitter.com/87bqJb8564 — Darth Powell (@VladTheInflator) November …
View post on imgur.com View post on imgur.com View post on imgur.com https://earthquakes.volcanodiscovery.com/ According to Volcano Discovery and the Smithsonian / USGS Daily Volcanic Activity Report: Europe & Atlantic: Stromboli, Etna, Campi Flegrei (Italy) Santorini (Greece) Svartsengi, Katla (Iceland) Africa & Indian Ocean: Erta Ale, Fantale, Dofen (Ethiopia) Nyiragongo, Nyamuragira (DR Congo) Piton de la …
Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴☠️ (@calvinfroedge) November …
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 …
If this AI debt bubble ever pops, it won’t be just the Silicon Valley taking the first hit, it’ll be your pension and retirement funds. Why? Because the AI buildout has gotten so capital intensive that companies are relying heavily on debt rather than equity. Around $800 billion in private credit is needed for these …
REMINDER 🚨 🇺🇸 Treasury will start injecting liquidity within 2-3 days. JP Morgan expects nearly $300B in liquidity injection by mid-December. pic.twitter.com/pj07nhcyC5 — Ash Crypto (@AshCrypto) November 14, 2025 very ugly premarkets 3 reasons it seems like the wind is getting taken out: – no data transparency from October– crypto de-leveraging– AI capex trade fears …
A viral video of an ICE arrest, targeting a violent criminal Ecuadoran illegal alien, is making its rounds on social media as triggered leftists claim that the incident cause the alien’s husband to have a seizure with a young child in his arms. But the Department of Homeland Security (DHS) says the purported medical episode …
Super Typhoon Fung-wong, the biggest storm to threaten the Philippines this year, started battering the country’s northeastern coast ahead of landfall on Sunday. The super typhoon approached while the Philippines was still dealing with the devastation wrought by Typhoon Kalmaegi, which left at least 204 people dead. Typhoon Fung Wong declared ‘super typhoon’ as it …
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 …
#US flights may face delays/cancellations amid shutdown-driven #ATC shortages — reports pic.twitter.com/qkV53YBZJ6#FAA says nearly 50% of major facilities are understaffed; controllers working without pay, ABC News reported. Transportation Secretary #Sean_Duffy: “We will… — ⚡️🌎 World News 🌐⚡️ (@ferozwala) November 4, 2025 🚨⚡️BREAKING AND UNUSUAL U.S. Secretary of Transportation: We may completely shut down the airspace …
It’s happening quietly. You have to watch the numbers more than the headlines. The liquidity that once made the system feel invincible is slipping away. The US banking system’s reserves, a key factor in the Federal Reserve’s decision to keep unwinding its balance sheet, tumbled for the third straight week dropping to the lowest level …
Nvidia just crossed $5 trillion, and the world barely looked up. It’s the kind of number that should freeze you for a second. A single company now holds more paper value than the entire economy of Germany. It’s larger than Japan, India, the U.K., and every other country on Earth except the United States and …