Independent thinking for complex markets and current events
In this powerful interview, I sit down with Douglas Macgregor to break down the stunning failure of Operation Freedom and what it reveals about the United States’ strategy in Iran. We dive into what went wrong on the battlefield, why Iran proved far more resilient than expected, and how rising oil prices and global instability …
by Michael So much can change in a single day. In just the last 24 hours, the ceasefire with Iran has ended, fighting has erupted once again in the Strait of Hormuz, six Iranian fast attack boats have been sunk, and one of the most important oil facilities in the United Arab Emirates has been …
100 LITERS OF GAS for $1 in ‘decimated’ Iran 16 liters for the price of WATER BOTTLE. pic.twitter.com/ec9AVDuz3z — Neelotpal Srivastav (@NS_Neelotpal) April 27, 2026
🚨 I THINK WE’VE SEEN THIS BEFORE… SO WE PROBABLY KNOW WHAT’S COMING NEXT The U.S. Air Force airbridge into the Middle East ran at full intensity overnight, with increased traffic flowing into bases across the UAE and Qatar. This isn’t routine logistics. This is… pic.twitter.com/m7mlkZoN5y — Mossad Commentary (@MOSSADil) April 27, 2026 🇺🇸: "They …
President Donald Trump is considering resuming limited military strikes on Iran following the collapse of US-Iran talks, the Wall Street Journal reported, citing officials and people familiar with the deliberations. According to the report, the option under discussion would involve targeted strikes rather than a broader military campaign, aimed at increasing pressure on Tehran. The …
Dear Lord, let’s hope the US won’t go after Greenland next. They may end up giving Alaska to Denmark after all. pic.twitter.com/DRAqv0pHIv — Michael A. Arouet (@MichaelAArouet) April 8, 2026
Talks with the President of Syria, Ahmed al-Sharaa @AH_AlSharaa. We agreed to work together to bring greater security and more opportunities for development to our societies. We discussed the situation in the region and the prospects for changing it for the better. We also went… pic.twitter.com/BxUoEVNmFW — Volodymyr Zelenskyy / Володимир Зеленський (@ZelenskyyUa) April 5, …
🎯 IBMs upcoming cut will be 10%+ at minimumSFDC will say aloha to 1000s they called “ohana”and much, much more there is a reckoning that is unavoidableit has little to do with AIand everything to do with hitting profitability forecasts watch🔮✨https://t.co/Lj1koQClPG — KiefinItReal (@KiefinItReals) March 31, 2026 Oracle has started one of the largest layoffs …
"To date, we've struck over 7,000 targets across Iran and its military infrastructure… Today will be the largest strike package yet," says @SecWar. "Our capabilities continue to build; Iran's continue to degrade. We're hunting and striking death and destruction from above." pic.twitter.com/veaFnlQBEZ — Rapid Response 47 (@RapidResponse47) March 19, 2026 No matter what Trump does …
Fund Seen As ‘First Domino In Private Credit Bank Run’ Hit With Over 7% In Redemptions: THE AVALANCHE IS NEXT! *MORGAN STANLEY LIMITS REDEMPTIONS ON PRIVATE CREDIT FUND — zerohedge (@zerohedge) March 11, 2026 this is a disaster *CLIFFWATER $33 BLN PRIVATE CREDIT FUND Q1 REDEMPTIONS REACH 14% And Cliffwater is interval, meaning it is …
Trump Says US Decapitated Iranian Leadership As They Ate Breakfast President Donald Trump said Monday the initial strikes targeting Iran killed dozens of Iranian leaders during a breakfast meeting with Iranian Supreme Leader Ayatollah Ali Khamenei. Trump confirmed Khamenei’s death in a post on Truth Social Saturday, hours after he announced the commencement of Operation …
They sent the blue color jobs to China. Now they’re sending white color jobs to India. What’s next? — Shawn The Realtor Guy – PDX (@ShawnRealty) February 18, 2026
US TREASURY LAYS OUT $125B REFUNDING PLAN The US Treasury will sell $58 billion in 3-year notes, $42 billion in 10-year notes, and $25 billion in 30-year bonds next week as part of a $125 billion refunding through April 2026, raising $34.8 billion in new cash. Auction sizes for… — *Walter Bloomberg (@DeItaone) February 4, …
by Michael We certainly have entered uncharted territory. When a vicious predator is backed into a corner, it will do whatever it can to survive. That makes Iran more dangerous than ever at this moment. The Iranians are making all sorts of crazy threats, and I am convinced that they fully intend to make good …
Someone in Washington is getting way too comfortable with escalation. President Donald Trump told Fox News host Sean Hannity on Thursday night that the United States is “going to start now hitting land” in its fight against drug cartels—framing the move as a response to what he claimed is cartel control of Mexico and a …
The fuse isn’t just lit, it’s smoking through the whole map. After it was announced that approximately 10 American military C-17 cargo planes would arrive at RAF Fairford in Gloucestershire, UK, today, Elon Musk responded to Iran's Supreme Leader Ayatollah Khamenei's post "We will not yield to the enemy" with the phrase "False illusion" in… …
🚨 @POTUS announces "WARRIOR DIVIDENDS" — a $1,776 non-taxable lump sum payment for our great service members, already on its way. https://t.co/s9lVlknp6x pic.twitter.com/PsINTaUoVt — Rapid Response 47 (@RapidResponse47) December 18, 2025 .@POTUS: "Next year, you will also see the results of the largest tax cuts in American history… many families will be saving between $11,000 …
BOJ tomorrow nightEpstein friday LMAO — Paul92 (@p609960) December 17, 2025 Consumer Price Index – Release Schedule (2025-2026) https://www.usinflationcalculator.com/inflation/consumer-price-index-release-schedule/ The next Bank of Japan Monetary Policy Meeting will be the final meeting of 2025, scheduled for Thursday–Friday, December 18–19, 2025; the exact time has not yet been announced. This particular meeting is exceptionally “live” because …
Ukraine agrees to peace proposal, with only “minor details” to settle, official says, but no word from Russia A U.S. official told CBS News on Tuesday that Ukraine’s government had “agreed to a peace deal” brokered by the Trump administration to stop Russia’s nearly four-year assault. The American official and Ukraine’s national security adviser Rustem …
BREAKING: Nyc fire commissioner to resign after Mamdani win. — Leading Report (@LeadingReport) November 5, 2025 After 37 years in NYC, George Santos says he’s leaving, blaming Mamdani’s victory: “I survived Blasio, Cuomo, Adams… now it’s time to go.” @MrSantosNY The Florida real estate market is already seeing a $100M+ surge as nervous New Yorkers …
via WSB Position: 10x DASH 11/7 $222.5P Chipotle’s third guidance cut this year just exposed how fragile the fast-casual ecosystem really is. Margins are collapsing under tariffs, wage pressure, and consumer fatigue. DoorDash depends on those same restaurants and that same consumer base. When the restaurants break, the delivery app follows. Thesis 1. Restaurant margin …
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 People all over social media are publicly threatening to steal food once their EBT benefits run out. Some of them are taking it one step further by threatening to get violent with anyone that tries to prevent them from stealing food. So what is our country going to look like if this actually …
New insider leaks suggest Adam Schiff could be the next high-profile indictment as investigators close in on explosive corruption and cover-up allegations.
Dan Bongino and Kash Patel launch a massive FBI purge— dozens of agents fired as criminal indictments loom on the horizon!
Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you …
Cat food is next once they can’t afford this. https://t.co/FIJ7F58ad9 — QE Infinity (@StealthQE4) September 21, 2025
Japan is entering a phase of policy schizophrenia, balance sheet tightening without rate hikes. Markets will punish that contradiction. Expect higher yields, volatility in the yen, and stress in equity markets until the BOJ capitulates. pic.twitter.com/AvNHiU0hmh — Bobbidazzler (@DazzlerBob) September 19, 2025 When bond yields rise despite central bank rate cuts, it often signals market …
BREAKING – CHICAGO IS NEXT: It’s official, President Trump will SURGE federal resources and/or National Guard to the blue crime-infested city of CHICAGO after the mission in DC is complete “African American ladies, beautiful ladies, they’re saying, PLEASE President Trump, come to Chicago.” “I did great with the black vote, and they want something to …
